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← INTERNATIONAL SOCIETY OF AUTOMATION

Form 990 for tax year 2022

Filed by INTERNATIONAL SOCIETY OF AUTOMATION.

Totals

Total revenue
$14,874,405
Total expenses
$14,324,568
Contributions and grants received
$1,114,908
Grants paid
$204,493
Program service revenue
$9,544,249
Investment income
$1,884,671
Other revenue
$2,330,577
Total assets, end of year
$45,848,118
Total liabilities, end of year
$7,303,468
Net assets or fund balances, end of year
$38,544,650
Program services expenses (Part IX)
$9,664,179
Management and general expenses
$4,660,389
Fundraising expenses
$0
Program service expenses (Part III)
$9,664,179

Program services were 67.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $1,074,722

  • 1f · All other contributions, gifts and grants

    $40,186

  • 2a · Program service revenue: REGISTRATION FEES

    total $6,011,766 · related or exempt $5,609,657 · unrelated business $402,109

  • 2b · Program service revenue: TRADE MEDIA

    total $1,706,248 · related or exempt $1,706,248

  • 2c · Program service revenue: SPONSORSHIPS

    total $1,387,500 · related or exempt $1,387,500

  • 2d · Program service revenue: ADVERTISING

    total $412,501 · related or exempt $412,501

  • 2f · All other program service revenue

    total $26,234 · related or exempt $26,234

  • 3 · Investment income

    total $532,174 · excluded $532,174

  • 5 · Royalties

    total $1,587,619 · excluded $1,587,619

  • 7a · Gross sales of assets other than inventory

    securities $1,352,497

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $1,352,497

  • 7d · Net gain or loss

    total $1,352,497 · excluded $1,352,497

  • 10a · Gross sales of inventory

    $719,313

  • 10b · Cost of goods sold

    $152,923

  • 10c · Net income from sales of inventory

    total $566,390 · related or exempt $566,390

  • 11a · Other revenue: REIMBURSED EXPENSES

    total $131,372 · related or exempt $131,372

  • 11d · All other revenue

    total $45,196 · related or exempt $45,196

  • 11e · Other revenue, total

    $176,568

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $28,173 · program services $28,173

  • 2 · Grants to domestic individuals

    total $103,810 · program services $103,810

  • 3 · Grants to foreign organizations and individuals

    total $72,510 · program services $72,510

  • 5 · Compensation of officers, directors and key employees

    total $722,163 · program services $722,163

  • 7 · Other salaries and wages

    total $4,286,514 · program services $2,701,664 · management and general $1,584,850

  • 8 · Pension plan contributions

    total $526,829 · program services $341,682 · management and general $185,147

  • 9 · Other employee benefits

    total $927,895 · program services $624,031 · management and general $303,864

  • 11b · Fees: legal

    total $20,959 · management and general $20,959

  • 11c · Fees: accounting

    total $154,872 · management and general $154,872

  • 11g · Fees: other

    total $2,846,993 · program services $1,683,514 · management and general $1,163,479

  • 12 · Advertising and promotion

    total $423,994 · program services $423,994

  • 13 · Office expenses

    total $664,408 · program services $597,564 · management and general $66,844

  • 15 · Royalties

    total $85,474 · program services $85,474

  • 16 · Occupancy

    total $102,859 · management and general $102,859

  • 17 · Travel

    total $89,370 · program services $76,480 · management and general $12,890

  • 18 · Travel or entertainment for public officials

    total $120,314 · program services $120,314

  • 19 · Conferences, conventions and meetings

    total $629,231 · program services $629,231

  • 20 · Interest

    total $63,237 · management and general $63,237

  • 22 · Depreciation, depletion and amortization

    total $676,681 · program services $87,872 · management and general $588,809

  • 23 · Insurance

    total $89,209 · management and general $89,209

  • 24a · Other expenses: ACOM - TRADE MEDIA EXPE

    total $1,616,590 · program services $1,293,220 · management and general $323,370

  • 24b · Other expenses: MISCELLANEOUS

    total $72,483 · program services $72,483

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $8,664,955 · end of year $7,758,316

  • 4 · Accounts receivable

    beginning of year $1,392,873 · end of year $2,187,223

  • 8 · Inventories for sale or use

    beginning of year $125,554 · end of year $123,394

  • 9 · Prepaid expenses and deferred charges

    beginning of year $480,158 · end of year $452,209

  • 10a · Land, buildings and equipment: cost or other basis

    $8,153,827

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,275,897

  • 10c · Land, buildings and equipment, net

    beginning of year $1,854,829 · end of year $3,877,930

  • 13 · Investments: program-related

    beginning of year $32,908,438 · end of year $28,947,030

  • 15 · Other assets

    beginning of year $2,968,946 · end of year $2,502,016

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,044,215 · end of year $3,563,568

  • 19 · Deferred revenue

    beginning of year $965,854 · end of year $1,249,392

  • 23 · Secured mortgages and notes payable

    beginning of year $2,330,000 · end of year $2,330,000

  • 25 · Other liabilities

    beginning of year $291,126 · end of year $160,508

  • 27 · Net assets without donor restrictions

    beginning of year $40,788,219 · end of year $35,520,236

  • 28 · Net assets with donor restrictions

    beginning of year $2,976,339 · end of year $3,024,414

Mission and programs · 2022

Mission

THE INTERNATIONAL SOCIETY OF AUTOMATION (ISA) IS A NON-PROFIT PROFESSIONAL ASSOCIATION FOUNDED IN 1945 TO CREATE A BETTER WORLD THROUGH AUTOMATION. ISA EMPOWERS THE GLOBAL AUTOMATION COMMUNITY THROUGH STANDARDS AND KNOWLEDGE SHARING, DRIVING THE ADVANCEMENT OF INDIVIDUAL CAREERS AND THE OVERALL PROFESSION. ISA DEVELOPS WIDELY USED GLOBAL STANDARDS; CERTIFIES PROFESSIONALS; PROVIDES EDUCATION AND TRAINING; PUBLISHES BOOKS AND TECHNICAL ARTICLES; HOSTS CONFERENCES AND EXHIBITS; AND PROVIDES NETWORKING AND CAREER DEVELOPMENT PROGRAMS FOR ITS MEMBERS AND CUSTOMERS AROUND THE WORLD.

Activities or mission (Part I)

EMPOWERING THE GLOBAL AUTOMATION COMMUNITY THROUGH STANDARDS AND KNOWLEDGE SHARING.

  • TRAINING SERVICES AND CERTIFICATIONS: THE SOCIETY OFFERS A BROAD RANGE OF TRAINING TOPICS FROM FOUNDATIONAL KNOWLEDGE TO ADVANCED CONCEPTS TO COMPANIES AND INDIVIDUALS INVOLVED IN AUTOMATION. TRAINING IS OFFERED AT THE SOCIETY'S HEADQUARTERS FACILITY, AT SITES THROUGHOUT THE WORLD, AT CUSTOMER LOCATIONS, AND THROUGH DISTANCE LEARNING PROGRAMS. THE SOCIETY MAINTAINS TWO PROFESSIONAL CERTIFICATION PROGRAMS, CERTIFIED CONTROL SYSTEM TECHNICIAN (CCST) AND CERTIFIED AUTOMATION PROFESSIONAL (CAP), BOTH WITH TRAINING AND TESTING OFFERINGS. THE SOCIETY DERIVES REVENUE BY CHARGING TRAINING AND CERTIFICATION PARTICIPANTS REGISTRATION AND RENEWAL FEES TO OFFSET THE COST OF THE PROGRAMS. A DIRECTORY OF CERTIFIED INDIVIDUALS IS AVAILABLE ON THE ISA.ORG WEBSITE.

    Expenses $3,298,424 · Revenue $5,566,900

  • MEMBER SERVICES: MEMBER SERVICES INCLUDE ALL EFFORTS TO PROVIDE AND SUPPORT MEMBER BENEFITS AND THE ADMINISTRATION OF LEADERSHIP STRUCTURE OF THE SOCIETY. THIS PROGRAM INCLUDES DUES REVENUE FOR SOCIETY MEMBERSHIP AND DUES REVENUE FOR MEMBERSHIP IN DIVISIONS THAT SPECIALIZE IN SPECIFIC TECHNICAL INTEREST AREAS OF AUTOMATION (DUES REVENUE SHOWN ON PART VIII, LINE 1B). ADDITIONAL REVENUE IS ORIGINATED FROM ROYALTIES AND THE SALE OF LOGO MERCHANDISE. ALL EXPENSES RELATED TO THE SOCIETY GOVERNANCE, SUPPORT OF LOCAL SECTIONS, ADMINISTRATIVE MEETINGS, AND THE SUPPORT OF VOLUNTEER EFFORTS IS INCLUDED IN THIS PROGRAM.

    Expenses $1,744,872 · Grants $204,493 · Revenue $174,955

  • TRADE MEDIA (AUTOMATION.COM): THE SOCIETY PRODUCES DIGITAL MEDIA AND ADVERTISING TO ASSIST AUTOMATION PROFESSIONALS TO IMPROVE THEIR FACTORIES AND PROCESSES, SOLVE PROBLEMS, AND IMPROVE PRODUCTION EFFICIENCIES BY PROVIDING THE MOST CURRENT INDUSTRY NEWS, INFORMATION, AND RESOURCES.

    Expenses $1,276,225 · Revenue $1,706,248

  • GLOBAL CYBERSECURITY ALLIANCE: THE GCA IS A COLLABORATIVE FORUM TO ADVANCE CYBERSECURITY AWARENESS, EDUCATION, READINESS, AND KNOWLEDGE SHARING. MEMBERSHIP IS OPEN TO ANY ORGANIZATION INVOLVED IN INDUSTRIAL CYBERSECURITY. INITIATIVES INCLUDE EXPANDING THE DEVELOPMENT AND USE OF INDUSTRY STANDARDS, CREATING EDUCATION PROGRAMS, ADVOCATING FOR AWARENESS, AND SENSIBLE APPROACHES WITH WORLD GOVERNMENTS AND REGULATORY BODIES.

    Expenses $971,365 · Revenue $1,144,500

  • EVENTS AND CONFERENCES: ISA CONFERENCES, WEBINARS, AND ISA CONNECT LIVE SESSIONSCOVER A VARIETY OF TOPICS IN INDUSTRIAL AUTOMATION BY PROVIDING ATTENDEES WITH INSIGHT INTO KEY OPERATIONAL AND BUSINESS TOPICS THROUGH ONLINE SESSIONS, PANELS WITH LIVEQ&A, EXHIBITS, AS WELL AS NETWORKING AND CHAT OPPORTUNITIES. THE ISA AUTOMATION &LEADERSHIP CONFERENCE (ALC) IS THE AUTOMATION EVENT OF THE YEARCOMBINING ISA'SLEADERSHIP CONFERENCE WITH THE BEST TECHNICAL PRESENTATIONS FROM ITS AUTOMATIONCONFERENCE SERIES INTO AN UNPARALLELED EVENT EXPERIENCE.

    Expenses $880,478 · Revenue $300,359

  • JOURNALS (INTECH): INTECH MAGAZINE DIGITAL AND INTECH PLUS NEWSLETTER PROVIDE THEMOST THOUGHT-PROVOKING, IN-DEPTH, AND CREDIBLE COVERAGE OF AUTOMATIONTECHNOLOGIES, APPLICATIONS, AND STRATEGIES TO HELP AUTOMATION PROFESSIONALS SUCCEED.WRITTEN FOR ENGINEERS, MANAGERS, AND OTHER AUTOMATION DECISION MAKERS, THE INTECHFAMILY OF PUBLICATIONS DELIVERS PRACTICAL SOLUTIONS TO AUTOMATION PROFESSIONALS' ON-THE-JOB CHALLENGES.

    Expenses $501,689 · Revenue $418,477

  • STANDARDS: ISA STANDARDS HELP AUTOMATION PROFESSIONALS STREAMLINE PROCESSES ANDIMPROVE INDUSTRY SAFETY, EFFICIENCY, AND PROFITABILITY. OVER 150 STANDARDS REFLECT THEEXPERTISE FROM OVER 4,000 INDUSTRY EXPERTS AROUND THE WORLD. SINCE 1949, ISA HASBEEN RECOGNIZED AS THE EXPERT SOURCE FOR AUTOMATION AND CONTROL SYSTEMS CONSENSUSINDUSTRY STANDARDS. MORE THAN 4,000 INDIVIDUALS COOPERATING WITH MORE THAN 140COMMITTEES, SUBCOMMITTEES, WORKING GROUPS AND TASK FORCES ARE INVOLVED IN ISASTANDARDS. THEY'RE DEVELOPING STANDARDS IN AREAS AS DIVERSE AS ENSURING THE SAFETY OFELECTRICAL EQUIPMENT USED IN HAZARDOUS LOCATIONS TO COST-SAVINGS FOR INTERFACESBETWEEN INDUSTRIAL PROCESS CONTROL COMPUTERS AND SUBSYSTEMS.

    Expenses $477,495 · Revenue $268,496

  • BOOKS AND PROCEEDINGS: BOOKS: ISA BOOKS BRING YOU THE MOST AUTHORITATIVE TECHNICALRESOURCES IN AUTOMATION. RELYING ON SUBJECT-MATTER EXPERTS IN THE FIELD TO WRITE ANDREVIEW BOOKS ON CURRENT AND EMERGING TECHNOLOGIES AND APPLICATIONS, ISA PROVIDES AVARIETY OF TITLES FOR ENGINEERS, TECHNICIANS, MANAGERS, SALES AND MARKETINGPROFESSIONALS, AND ACADEMICS. ISA TRANSACTIONS: ISA TRANSACTIONS IS A JOURNAL OFADVANCES AND STATE-OF-THE-ART IN THE SCIENCE AND ENGINEERING OF MEASUREMENT ANDAUTOMATION, OF VALUE TO LEADING-EDGE INDUSTRIAL PRACTITIONERS AND APPLIED RESEARCHERS.

    Expenses $467,031 · Revenue $305,163

  • BUSINESS DEVELOPMENT: THE SOCIETY'S STRATEGIC PLANNING PROCESS IDENTIFIES AREAS OF FOCUS FOR ORGANIZATIONAL GROWTH BASED UPON INDUSTRY AND MEMBER TRENDS. RECENTLY, CYBERSECURITY, EVENTS, AND PARTNERSHIPS WERE IDENTIFIED AS AREAS FOR GROWTH AND STRATEGIC OPPORTUNITIES. AS A RESULT, THE SOCIETY HAS FOCUSED ITS RESOURCES IN DEVELOPING MARKETS FOR BOTH EXISTING AND NEW PRODUCT LINES WHICH SUPPORT THESE INITIATIVES.

    Expenses $46,600

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Claire Fallon

    EXECUTIVE DIRECTOR

    Total calculated
    $387,204
    From this org
    $340,983
    From related orgs
    $0
    Other
    $46,221
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $340,983
    Bonus
    $0
    Other
    $0
    Deferred
    $26,820
    Nontaxable benefits
    $19,401
    Filer's total
    $387,204

  • Carlos Mandolesi

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Marty Bince

    PRESIDENT-ELECT SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Steve Mustard

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Scott Reynolds

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • R Donald Bartusiak

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Ken Belteau

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Paulina Chan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Jim Garrison

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Vivek Gupta

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Eddie Habibi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Maxym Lachance

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Claudio Makarovsky

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • J Parsons

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Rajesh Rathi

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Debashis Sadhukhan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Jagdish Shukla

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Prabhu Soundarrajan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Ashley Weckwerth

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Scott Reynolds

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • Michela Cobb

    MANAGING DIRECTOR OF FINANCE

    Total calculated
    $110,080
    From this org
    $94,253
    From related orgs
    $0
    Other
    $15,827
    Hours/week
    40 + 5 related

  • Rick Zabel

    MANAGING DIRECTOR OF AUTOMATION

    Total calculated
    $242,284
    From this org
    $217,355
    From related orgs
    $0
    Other
    $24,929
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,355
    Bonus
    $0
    Other
    $0
    Deferred
    $23,351
    Nontaxable benefits
    $1,578
    Filer's total
    $242,284

  • Dalton Wilson

    DIRECTOR OF EDUCATION

    Total calculated
    $168,473
    From this org
    $130,803
    From related orgs
    $0
    Other
    $37,670
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,803
    Bonus
    $0
    Other
    $0
    Deferred
    $18,899
    Nontaxable benefits
    $18,771
    Filer's total
    $168,473

  • William Furlow

    SENIOR MANAGER OF BUSINESS DEVEL

    Total calculated
    $180,472
    From this org
    $154,576
    From related orgs
    $0
    Other
    $25,896
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,576
    Bonus
    $0
    Other
    $0
    Deferred
    $15,032
    Nontaxable benefits
    $10,864
    Filer's total
    $180,472

  • Richard Simpson

    ACCOUNT EXECUTIVE

    Total calculated
    $150,150
    From this org
    $118,347
    From related orgs
    $0
    Other
    $31,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,347
    Bonus
    $0
    Other
    $0
    Deferred
    $13,032
    Nontaxable benefits
    $18,771
    Filer's total
    $150,150

  • Andre Ristaino

    MANAGING DIRECTOR, CONSORTIA

    Total calculated
    $187,267
    From this org
    $148,964
    From related orgs
    $0
    Other
    $38,303
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $148,964
    Bonus
    $0
    Other
    $0
    Deferred
    $19,751
    Nontaxable benefits
    $18,552
    Filer's total
    $187,267

  • Matthew Rothkopf

    MANAGER, LEARNING CONSULTA

    Total calculated
    $149,485
    From this org
    $118,242
    From related orgs
    $0
    Other
    $31,243
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 5
SALES STAFF RECEIVE A COMMISSION ON SALES AS PART OF THEIR COMPENSATION ARRANGEMENT.
PART I, LINE 7
THE CEO AND SENIOR MANAGEMENT TEAM RECEIVE PART OF THEIR COMPENSATION IN THE FORM OF A BONUS BASED ON ACHIEVING CERTAIN FINANCIAL AND NON-FINANCIAL PERFORMANCE TARGETS. RICK ZABEL'S IS BASED ON HOW AUTOMATION.COM DOES ON PRE-DETERMINED GOALS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • AUTOMATION STANDARDS COMPLIANCE INSTITUTE

    501(C)(6) · AUTOMATION STANDARDS COMPLIANCE TESTING · NC · controlled entity

    Directly controlled by INTERNATIONAL SOCIETY OF AUTOMATION

  • ISA EUROPE FOUNDATION

    N/A · TRAINING SERVICE · NL · controlled entity

    Directly controlled by INTERNATIONAL SOCIETY OF AUTOMATION

  • AUTOMATION FEDERATION

    501(C)(3) · AUTOMATION AWARENESS AND PROGRAMS · NC · controlled entity

    Directly controlled by INTERNATIONAL SOCIETY OF AUTOMATION

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • AUTOMATIONCOM

    ONLINE PUBLISHING -- AUTOMATION CONTENT · NC · income $1,751,971 · assets $1,471,437

    Directly controlled by INTERNATIONAL SOCIETY OF AUTOMATION

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202343149349304019

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