INTERNATIONAL SOCIETY OF AUTOMATION

EIN: 250921042 501(c)(3) Science & Technology

RESEARCH TRIANGLE PARK, NC

Total Revenue
$16,484,097
Total Expenses
$15,297,957
Total Assets
$47,458,144
Net Assets
$42,656,655
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1945
Legal Domicile
NC
Principal Officer
CLAIRE FALLON
Phone
9195498411
Tax Period
2023-01-01 to 2023-12-31

INTERNATIONAL SOCIETY OF AUTOMATION, founded in 1945, is a mid-sized nonprofit in the Science & Technology sector that reported $16.5M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $15.3M left a modest 7% surplus.

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.

Program Service Accomplishments

Program 1
Expenses: $3,635,496 Revenue: $6,913,510

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...

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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.

Program 2
Expenses: $1,934,920 Revenue: $240,423

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...

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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.

Program 3
Expenses: $1,229,422 Revenue: $1,509,144

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,205,080
Program Service Revenue $10,664,210
Investment Income $1,976,673
Other Revenue $2,638,134
TOTAL REVENUE $16,484,097

Expense Breakdown

Grants Paid $164,390
Salaries & Benefits $7,202,238
Fundraising Expenses $0
Program Expenses $10,145,786
Other Expenses $7,931,329
TOTAL EXPENSES $15,297,957

Year-over-Year Comparison

2023 2022 Change
Revenue $16,484,097 $14,874,405 +0.1%
Expenses $15,297,957 $14,324,568 +0.1%
Net Income $1,186,140 $549,837 +1.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
17
Independent Members
18
Employees
66
Volunteers
2100

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$670,411
Total Directors
20
$457,039
Key Employees
2
$478,989
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CLAIRE FALLON EXECUTIVE DIRECTOR 40.00
Officer Director
$412,713 $44,326 $457,039
CARLOS MANDOLESI PRESIDENT 5.00
Officer Director
$0 $0 $0
MARTY BINCE PRESIDENT-ELECT SECRETARY 5.00
Officer Director
$0 $0 $0
STEVE MUSTARD PAST PRESIDENT 5.00
Officer Director
$0 $0 $0
SCOTT REYNOLDS TREASURER 5.00
Officer Director
$0 $0 $0
R DONALD BARTUSIAK BOARD MEMBER 5.00
Director
$0 $0 $0
KEN BELTEAU BOARD MEMBER 5.00
Director
$0 $0 $0
PAULINA CHAN BOARD MEMBER 5.00
Director
$0 $0 $0
JIM GARRISON BOARD MEMBER 5.00
Director
$0 $0 $0
VIVEK GUPTA BOARD MEMBER 5.00
Director
$0 $0 $0
EDDIE HABIBI BOARD MEMBER 5.00
Director
$0 $0 $0
MAXYM LACHANCE BOARD MEMBER 5.00
Director
$0 $0 $0
CLAUDIO MAKAROVSKY BOARD MEMBER 5.00
Director
$0 $0 $0
J PARSONS BOARD MEMBER 5.00
Director
$0 $0 $0
RAJESH RATHI BOARD MEMBER 5.00
Director
$0 $0 $0
DEBASHIS SADHUKHAN BOARD MEMBER 5.00
Director
$0 $0 $0
JAGDISH SHUKLA BOARD MEMBER 5.00
Director
$0 $0 $0
PRABHU SOUNDARRAJAN BOARD MEMBER 5.00
Director
$0 $0 $0
ASHLEY WECKWERTH BOARD MEMBER 5.00
Director
$0 $0 $0
SCOTT REYNOLDS BOARD MEMBER 5.00
Director
$0 $0 $0
MICHELA COBB MANAGING DIRECTOR OF FINAN 40.00
Officer
$180,041 $33,331 $213,372
RICK ZABEL MANAGING DIRECTOR OF AUTOM 40.00
Key Emp
$222,826 $25,898 $248,724
ELIZABETH NEIMAN MANAGING DIRECTOR, STRATEGIC COMMUNICATIONS 40.00
Key Emp
$209,481 $20,784 $230,265
DALTON WILSON DIRECTOR OF EDUCATION 40.00
Highest
$158,883 $43,460 $202,343
WILLIAM FURLOW SENIOR MANAGER OF BUSINESS 40.00
Highest
$103,742 $49,439 $153,181
ANDRE RISTAINO MANAGING DIRECTOR, CONSORT 40.00
Highest
$178,827 $38,651 $217,478
MATTHEW ROTHKOPF MANAGER, LEARNING CONSULTA 40.00
Highest
$125,250 $34,273 $159,523
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $16,484,097 $15,297,957 $47,458,144 $1,186,140
2022 $14,874,405 $14,324,568 $45,848,118 $549,837
2021 $20,258,072 $12,042,845 $48,395,753 $8,215,227
2020 $13,413,690 $11,664,034 $39,805,706 $1,749,656
2018 $13,704,279 $13,997,619 $33,466,903 $-293,340
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