INTERNATIONAL SOCIETY OF AUTOMATION (EIN 250921042) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1945

Legal Domicile

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

EMPOWERING THE GLOBAL AUTOMATION COMMUNITY THROUGH STANDARDS AND KNOWLEDGE SHARING.

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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%)

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$670,411

Total Directors

$457,039

Key Employees

$478,989

Highest Compensated

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

INTERNATIONAL SOCIETY OF AUTOMATION