Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
445 Hoes Lane
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Piscataway, NJ088544141
D Employer identification number

13-1656633
E Telephone number

G Gross receipts $ 666,148,123
F Name and address of principal officer:
E James Prendergast
445 Hoes Lane
Piscataway,NJ08854
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.ieee.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet2038
K Form of organization:
 
L Year of formation: 1896
M State of legal domicile: NY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Significant activities: In 2013 launched extensive efforts to increase engineering capacity in Africa and India by leveraging and applying the expertise of IEEE members to support workforce development; continued its partnership with UNESCO to develop joint projects on engineering education in Africa; supported the ongoing efforts of our technical communities, nurturing evolving technologies in Green Information and Communications Technology (ITC), Cloud Computing and Electric Vehicles; initiated plans for developing a suite of online collaboration tools for IEEE members and volunteers in a joint effort among three major IEEE boards. IEEE launched IEEE Open to promote the different open access publishing options that facilitate free online access of research articles for technologists and the general public and help gain exposure for new concepts that can advance research and scientific applications. For additional 2013 IEEE significant activities, see Part III.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 31
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 31
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 1,331
6 Total number of volunteers (estimate if necessary) ............. 6 100,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 13,450,248
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -677,836
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,424,280 1,981,284
9 Program service revenue (Part VIII, line 2g) ......... 396,250,827 404,342,559
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 271,096 14,472,053
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 8,886,467 9,223,170
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 406,832,670 430,019,066
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 2,961,412 3,803,648
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 152,044,502 145,311,007
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,083,428    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 256,027,911 265,809,203
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 411,033,825 414,923,858
19 Revenue less expenses. Subtract line 18 from line 12....... -4,201,155 15,095,208
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 453,811,259 539,918,021
21 Total liabilities (Part X, line 26)............. 195,195,433 229,219,605
22 Net assets or fund balances. Subtract line 21 from line 20..... 258,615,826 310,698,416
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: Mission Statement: IEEE's core purpose is to foster technological innovation and excellence for the benefit of humanity. Vision Statement: IEEE will be essential to the global technical community and to technical professionals everywhere, and be universally recognized for the contributions of technology and of technical professionals in improving global conditions.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 108,895,934 including grants of $ 2,924,330 ) (Revenue $ 57,372,308 )
MEMBERSHIPS & PUBLIC IMPERATIVES - In 2013, IEEE membership exceeded 430,000; student membership increased 3.6% to 120,389; society membership increased 1.4% to 353,496; launched a consultant's network that includes professionals in the United States, Canada, Colombia and India, engaged in collaborative efforts to develop a global career services strategy; developed the Volunteer Leadership Training program, designed to keep volunteers engaged, energized and motivated to serve in leadership positions; partnered with IIT-Gandhinagar and the Gujarat Technological University to raise the level of university education in India; a memorandum of understanding with Visvesvaraya Technological University and Gujarat Technological Univ is designed to help more Indian software engineer students find employment; three private universities and eight registered education providers agreed to integrate the IEEE Computer Society's Software Engineering Body of Knowledge (SWEBOK) into their curriculum.
4b (Code:   ) (Expenses $ 138,383,001 including grants of $ 0 ) (Revenue $ 150,738,861 )
PERIODICALS - In 2013 IEEE launched IEEE Open to promote the different open access publishing options that facilitate free online access of research articles for technologists and the general public and help gain exposure for new concepts that can advance research and scientific applications. This included the multidisciplinary mega-journal IEEE Access, and the publication of nearly 1,000 open access articles. IEEE Xplore, the distribution platform for IEEE's digital library, added more than 600,000 interactive HTML articles, had 98 million total visits, 98.4 million article downloads and 76.5 million searches. IEEE Enterprise, a comprehensive collection of high-quality content from IEEE magazines, journals, transactions and conference proceedings, added more than 130 new customers, bringing the total number to over 700.
4c (Code:   ) (Expenses $ 124,504,685 including grants of $ 879,318 ) (Revenue $ 161,879,059 )
CONFERENCES - IEEE sponsors more than 1,300 conferences and meetings worldwide. Conference highlights include: The IEEE Power Electronics Society hosted the SOLAR SPLASH competition, the world championship of intercollegiate solar/electric boating; IEEE Women in Engineering (WIE) partnered with Google to produce Enhancing the Sustainability of Woman in Technology event; the Rock Stars of Big Data conference attracted more than 325 attendees and nine "rock star" speakers from industry leaders; the 2013 International Congress on Big Data included approximately 50 presentations selected from over 300 paper submissions from more than 1,000 authors in 40 countries; The Future City Competition attracted 33,000 students from approximately 1,100 middle schools around the U.S. for a contest to create their own vision of a future metropolis; Discover Engineering Family Day 2013 drew over 9,000 parents, teachers and students.
(Code:   ) (Expenses $ 27,889,357 including grants of $ 0 ) (Revenue $ 34,352,331 )
Standards and Other Miscellaneous Programs - In 2013 received recognition from the U.S. Food and Drug Administration for 12 new IEEE Standards supporting medical-device interoperability and cybersecurity; IEEE Standards Association expanded the influence and adoption of IEEE standards throughout the world, and by doing so, promoted open knowledge-sharing for the benefit of humanity; in 2013 IEEE hosted 40 events to drive the OpenStand message to the world to develop standards in an open and transparent manner; IEEE's Personal Health Device Standards, including IEEE 11073, support communications across personal health devices like blood pressure monitors and glucose meters; 2013 marked the 40th anniversary of Ethernet and the 30th anniversary of IEEE's Standard for Ethernet (IEEE 802.3); IEEE hosted the first China Advisory Group meeting in Beijing; Chinese technology companies met with the IEEE delegation and offered insight to elevate IEEE-SA's future strategy in China.
4d Other program services (Describe in Schedule O.)
(Expenses $ 27,889,357 including grants of $ 0 ) (Revenue $ 34,352,331 )
4e Total program service expensesMediumBullet399,672,977
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
791
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,331
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletAE , AR , AS , AU , BE , BG , BK , BL , BO , BR , BU , CA , CE , CH , CI , CO , CS , CY , DA , EC , EI , ES , EZ , FI , FR , GH , GM , GR , GT , HK , HO , HU , IC , ID , IN , IS , IT , JA , JO , KE , KS , KU , LE , LH , MK , MT , MX , MY , NI , NL , NO , NU , NZ , PE , PK , PL , PM , PO , RO , RP , RQ , RS , SA , SF , SI , SN , SP , SW , SZ , TD , TH , TU , TW , UK , UP , UY , VE , IZ , MC
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
31
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
31
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AK , AL , AR , CA , CT , DC , FL , GA , IL , KS , KY , MA , MD , ME , MI , MN , MS , NC , ND , NH , NJ , NM , NY , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WI , WV
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletController445 Hoes LanePiscatawayNJ088544141 (732) 981-0060
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Peter W Staecker........................................................................
President & CEO
 5
.......................0 		X   X       71,716 0 0
(2) J Roberto de Marca........................................................................
President-Elect
 5
.......................0 		X   X       0 0 0
(3) Gordon W Day........................................................................
Past President
 5
.......................0 		X   X       0 0 0
(4) Michael R Lightner........................................................................
Vice President - Educational Activities
 5
.......................0 		X   X       0 0 0
(5) Gianluca Setti........................................................................
VP - Publications Svs & Products
 5
.......................0 		X   X       0 0 0
(6) Ralph M Ford........................................................................
VP - Member & Geographic Activities
 5
.......................0 		X   X       0 0 0
(7) Karen Bartleson........................................................................
President - Standards Association
 5
.......................0 		X   X       0 0 0
(8) Robert E Hebner........................................................................
VP - Technical Activities
 5
.......................0 		X   X       0 0 0
(9) Marc T Apter........................................................................
President - IEEE USA
 5
.......................0 		X   X       0 0 0
(10) Marko Delimar........................................................................
Director & Secretary
 5
.......................0 		X   X       0 0 0
(11) John T Barr........................................................................
Director & Treasurer
 5
.......................0 		X   X       0 0 0
(12) Peter A Eckstein........................................................................
Director Region - 1
 5
.......................0 		X           0 0 0
(13) Parviz Famouri........................................................................
Director Region - 2
 5
.......................0 		X           0 0 0
(14) David G Green........................................................................
Director Region - 3
 5
.......................0 		X           0 0 0
(15) Karen S Pedersen........................................................................
Director Region - 4
 5
.......................0 		X           0 0 0
(16) James A Jefferies........................................................................
Director Region - 5
 5
.......................0 		X           0 0 0
(17) Michael R Andrews........................................................................
Director Region - 6
 5
.......................0 		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Keith B Brown........................................................................
Director Region - 7
 5
.......................0 		X           0 0 0
(19) Martin J Bastiaans........................................................................
Director Region - 8
 5
.......................0 		X           0 0 0
(20) Gustavo A Giannattasio........................................................................
Director Region - 9
 5
.......................0 		X           0 0 0
(21) Toshio Fukuda........................................................................
Director Region - 10
 5
.......................0 		X           0 0 0
(22) Cor L Claeys........................................................................
Director Division - I
 5
.......................0 		X           0 0 0
(23) Jerry L Hudgins........................................................................
Director Division - II
 5
.......................0 		X           0 0 0
(24) Douglas N Zuckerman........................................................................
Director Division - III
 5
.......................0 		X           0 0 0
(25) Jozef W Modelski........................................................................
Director - Division IV
 5
.......................0 		X           0 0 0
(26) James W Moore........................................................................
Director Division - V
 5
.......................0 		X           0 0 0
(27) Bogdan M Wilamowski........................................................................
Director Division - VI
 5
.......................0 		X           0 0 0
(28) Cheryl A Warren........................................................................
Director Division - VII
 5
.......................0 		X           0 0 0
(29) Roger U Fujii........................................................................
Director Division - VIII
 5
.......................0 		X           0 0 0
(30) Jose M F Moura........................................................................
Director Division - IX
 5
.......................0 		X           2,500 0 0
(31) Stephen Yurkovich........................................................................
Director Division - X
 5
.......................0 		X           0 0 0
(32) E James Prendergast........................................................................
Asst Secretary & Exec Dir
 40
.......................0 		    X       797,408 0 346,034
(33) Thomas R Siegert........................................................................
CFO & Asst Treas
 40
.......................1 		    X       421,262 0 35,250
(34) Mary Ward-Callan........................................................................
Mging Director - Technical Activities
 40
.......................0 		      X     410,104 0 42,940
(35) Matthew S Loeb........................................................................
Staff Executive - Corp Strategy
 40
.......................10 		      X     406,317 0 41,637
(36) Anthony Durniak........................................................................
Staff Executive - Publications
 40
.......................0 		      X     395,563 0 44,631
(37) Alexander Pasik........................................................................
Chief Information Officer
 40
.......................0 		      X     360,716 0 29,941
(38) Patrick Mahoney........................................................................
Chief Marketing Officer
 40
.......................0 		      X     353,056 0 37,486
(39) Eileen M Lach........................................................................
General Counsel & CCO
 40
.......................0 		        X   525,918 0 40,661
(40) Jean Jennings........................................................................
EMEAA Sales, Global Sales
 40
.......................0 		        X   463,931 0 37,429
(41) Jonathan Dahl........................................................................
Sr Director - Global Sales
 40
.......................0 		        X   443,173 0 46,030
(42) Francis Staples........................................................................
Director - NA Sales
 40
.......................0 		        X   398,316 0 36,255
(43) Konstantinos Karachalios........................................................................
Managing Dir - IEEE Standards
 40
.......................0 		        X   367,333 0 28,341
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 5,417,313 0 766,635
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet365
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
iEnergizer Aptara LimitedBox 1396313963 Collections Center DrChicagoIL60693 Conversion of text and graphics files to XML format 4,356,718
Oracle America Inc500 Oracle ParkwayRedwood ShoresCA94065 License and maintain core financial system 3,693,565
RR DonnelleyPO Box 13654NewarkNJ07188 Printing and mailing services 3,640,393
Cadmus Professional CommunicationsPO Box 822934PhiladelphiaPA19182 Printing, binding and mailing services - domestic 2,686,804
Interprose Inc2635 Steeplechase DrRestonVA20191 Marketing, press relations, social media services 2,306,337
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet87
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues....1b 0
c Fundraising events....1c 0
d Related organizations...1d 971,114
e Government grants (contributions)1e 114,146
f All other contributions, gifts, grants, and
similar amounts not included above1f 		896,024
g Noncash contributions included in lines
1a-1f:$ 		0
h Total. Add lines 1a-1f.......MediumBullet 1,981,284
Program Service RevenueAmt Business Code
2a Memberships & Public Imperatives 900099 57,372,308 50,535,243 6,644,427 192,638
b Periodicals 900099 150,738,861 147,296,940 3,441,921 0
c Conferences 900099 161,879,059 161,614,597 264,462 0
d Standards 900099 26,070,064 26,060,064 0 10,000
e Other Program Service Revenue 900099 8,282,267 8,282,267 0 0
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 404,342,559
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 3,247,310 0 0 3,247,310
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0 0 0 0
5 Royalties...........MediumBullet 6,034,485 0 0 6,034,485
(i) Real (ii) Personal
6a Gross rents 89,247 0
b Less: rental expenses 0 0
c Rental income or (loss) 89,247 0
d Net rental income or (loss).......MediumBullet 89,247 0 0 89,247
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 247,353,800 0
b Less: cost or other basis and sales expenses 236,129,057 0
c Gain or (loss) 11,224,743 0
d Net gain or (loss)..........MediumBullet 11,224,743 0 0 11,224,743
8a Gross income from fundraising events (not including
$ 0
of contributions reported on line 1c). See Part IV, line 18 ..
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 0 0 0
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities...MediumBullet 0 0 0 0
10a Gross sales of inventory, less
returns and allowances .
a 0
b Less: cost of goods sold ..b 0
c Net income or (loss) from sales of inventory..MediumBullet 0 0 0 0
Miscellaneous Revenue Business Code
11a Standards - Alliance Mgmt Support 900099 2,415,813 0 2,415,813 0
b Engineering Certification Programs 541900 683,625 0 683,625 0
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 3,099,438
12 Total revenue. See Instructions......MediumBullet 430,019,066 393,789,111 13,450,248 20,798,423
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 2,288,807 2,288,807
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 565,620 565,620
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 949,221 949,221
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 3,796,561 3,348,607 447,954 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0 0 0
7 Other salaries and wages 112,800,827 109,239,123 2,931,453 630,251
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,554,625 6,918,897 567,887 67,841
9 Other employee benefits ....... 12,652,679 12,133,459 463,818 55,402
10 Payroll taxes ........... 8,506,315 8,156,361 312,609 37,345
11 Fees for services (non-employees):        
a Management ...... 488,335 435,945 52,390 0
b Legal ......... 2,557,610 2,557,610 0 0
c Accounting ........... 1,025,998 1,025,998 0 0
d Lobbying ........... 0 0 0 0
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 118 20 98 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 21,158,555 20,748,958 368,244 41,353
12 Advertising and promotion .... 8,580,745 8,377,845 180,816 22,084
13 Office expenses ....... 11,819,798 11,104,574 666,998 48,226
14 Information technology ...... 11,782,885 11,721,951 38,345 22,589
15 Royalties .. 10,715,526 10,715,526 0 0
16 Occupancy ........... 8,455,837 1,558,061 6,881,676 16,100
17 Travel ............ 20,064,195 18,365,349 1,650,541 48,305
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0 0 0
19 Conferences, conventions, and meetings .... 91,190,804 91,147,736 41,734 1,334
20 Interest ........... 350,307 338,479 11,828 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization ..... 14,814,093 13,315,255 1,498,838 0
23 Insurance .............. 829,756 516,158 313,598 0
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Printing & Publications 27,948,508 27,904,671 24,795 19,042
b Commission Expense 18,814,884 18,728,757 86,127 0
c Members & Regional Expenses 6,290,928 5,747,570 543,024 334
d Equipment & Rental Maintenance 1,818,985 1,542,924 273,047 3,014
e All other expenses 7,101,336 10,219,495 -3,188,367 70,208
25 Total functional expenses. Add lines 1 through 24e 414,923,858 399,672,977 14,167,453 1,083,428
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 7,872,640 1 10,441,062
2 Savings and temporary cash investments ......... 52,275,574 2 54,486,948
3 Pledges and grants receivable, net ........... 178,970 3 159,500
4 Accounts receivable, net ............. 23,628,826 4 26,687,090
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 99,240 8 5,832
9 Prepaid expenses and deferred charges .......... 11,426,560 9 15,084,568
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 141,135,635
b Less: accumulated depreciation ..... 10b 84,558,425 61,190,402 10c 56,577,210
11 Investments—publicly traded securities .......... 297,139,047 11 376,475,811
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 453,811,259 16 539,918,021
Liabilities 17 Accounts payable and accrued expenses ......... 62,220,155 17 68,678,605
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 97,678,500 19 119,408,400
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 35,296,778 25 41,132,600
26 Total liabilities. Add lines 17 through 25......... 195,195,433 26 229,219,605
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 256,665,226 27 308,975,716
28 Temporarily restricted net assets ........... 1,759,200 28 1,531,300
29 Permanently restricted net assets ........... 191,400 29 191,400
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 258,615,826 33 310,698,416
34 Total liabilities and net assets/fund balances ........ 453,811,259 34 539,918,021
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
430,019,066
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
414,923,858
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
15,095,208
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
258,615,826
5
Net unrealized gains (losses) on investments ...............
5
36,987,382
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
310,698,416
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
Employer identification number

13-1656633
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 1,995,154 1,965,969 2,014,836 1,424,280 1,981,284 9,381,523
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 336,166,178 364,659,513 381,762,197 396,250,827 404,342,559 1,883,181,274
3 Gross receipts from activities that are not an unrelated trade or business under section 513.. 0 0 0 0 0 0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... 0 0 0 0 0 0
5 The value of services or facilities furnished by a governmental unit to the organization without charge.. 0 0 0 0 0 0
6 Total. Add lines 1 through 5. 338,161,332 366,625,482 383,777,033 397,675,107 406,323,843 1,892,562,797
7a Amounts included on lines 1, 2, and 3 received from disqualified persons... 0 0 0 0   0
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. 0 0 0 0   0
c Add lines 7a and 7b.. 0 0 0 0 0 0
8 Public support (Subtract line 7c from line 6.) 1,892,562,797
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6... 338,161,332 366,625,482 383,777,033 397,675,107 406,323,843 1,892,562,797
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 9,570,567 10,165,802 11,129,769 10,530,771 9,573,680 50,970,589
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. 0 0 0 0 0 0
c Add lines 10a and 10b. 9,570,567 10,165,802 11,129,769 10,530,771 9,573,680 50,970,589
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. 0 0 0 0 0 0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) .. 0 0 0 0 0 0
13 Total support. (Add lines 9, 10c, 11, and 12.).. 347,731,899 376,791,284 394,906,802 408,205,878 415,897,523 1,943,533,386
14
Section C. Computation of Public Support Percentage
15
15
97.377 %
16
16
97.205 %
Section D. Computation of Investment Income Percentage
17
17
2.623 %
18
18
2.795 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
Employer identification number

13-1656633
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
  		Employer identification number

13-1656633
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
  		Employer identification number

13-1656633
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
  		Employer identification number

13-1656633
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
Employer identification number

13-1656633
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 0  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 285,558  
c Total lobbying expenditures (add lines 1a and 1b) ................... 285,558  
d Other exempt purpose expenditures ........................ 399,387,419  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 399,672,977  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 152,021 336,035 285,443 285,558 1,059,057
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures 0 0 0 0 0
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
Employer identification number

13-1656633
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 0 873,000 873,000
b Buildings ................ 0 17,956,600 12,412,800 5,543,800
c Leasehold improvements ............ 0 15,297,300 5,555,000 9,742,300
d Equipment ................ 0 107,008,735 66,590,625 40,418,110
e Other ................. 0 0 0 0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 56,577,210
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
Deposits - IEEE Foundation 38,208,200
Obligations Under Capital Leases 2,924,400







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 41,132,600
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 467,737,200
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 36,987,382
b Donated services and use of facilities ......... 2b 0
c Recoveries of prior year grants ........... 2c 0
d Other (Describe in Part XIII.) ............ 2d 730,752
e Add lines 2a through 2d ..................... 2e 37,718,134
3 Subtract line 2e from line 1..................... 3 430,019,066
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 0
b Other (Describe in Part XIII.) ........... 4b 0
c Add lines 4a and 4b....................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 430,019,066
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 412,664,200
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 0
b Prior year adjustments .............. 2b 0
c Other losses ................ 2c 0
d Other (Describe in Part XIII.) ............ 2d -2,259,658
e Add lines 2a through 2d...................... 2e -2,259,658
3 Subtract line 2e from line 1..................... 3 414,923,858
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 0
b Other (Describe in Part XIII.) ............ 4b 0
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 414,923,858
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part X, Line 2 Income Taxes and Tax Status The Institute follows the provisions of FASB Interpretation No 48 Accounting for Uncertainties in Income Taxes, an interpretation of FASB Statement No. 109, now incorporated in Accounting Standards Codification 740, Income Taxes. ASC 740 10 clarifies the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This section provides that the tax effects from an uncertain tax position can be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. The Institute is qualified under Section 501(c)(3) of the Internal Revenue Code (Code) as an organization exempt from federal income tax and applicable state income tax and is classified as a publicly supported charitable organization under Section 509(a)(1) of the Code. Nevertheless, the Institute may be subject to tax on income unrelated to its exempt purpose, unless that income is otherwise excluded by the Code. The tax years ending December 31, 2010, 2011, 2012 and 2013 are still open to audit for both federal and state purposes. As of December 31, 2013, management has determined that there are no significant uncertain tax positions that would require recognition or disclosure in the accompanying consolidated financial statements.
Schedule D, Part XI, Line 2d Net Adjustment for Regions #1-6, Sections #1-6, Standards and Eliminations 730,752
Schedule D, Part XII, Line 2d Net Adjustment for Regions #1-6, Sections #1-6, Standards and Eliminations -2,259,658
Schedule D (Form 990) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
Employer identification number

13-1656633
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Central America and the Caribbean 0 0 Grantmaking   621
Central America and the Caribbean 0 0 Program Services Memberships and Public Imperatives 248,712
Central America and the Caribbean 0 0 Program Services Conferences 200,408
Central America and the Caribbean 0 0 Program Services Standards and Other 61,018
East Asia and the Pacific 0 0 Grantmaking   287,416
East Asia and the Pacific 3 11 Program Services Memberships and Public Imperatives 2,215,082
East Asia and the Pacific 0 0 Program Services Periodicals 7,874
East Asia and the Pacific 0 0 Program Services Conferences 15,585,215
East Asia and the Pacific 0 0 Program Services Standards and Other 212,355
Europe (including Iceland and Greenland) 0 0 Grantmaking   437,172
Europe (including Iceland and Greenland) 0 0 Program Services Memberships and Public Imperatives 98,687
Europe (including Iceland and Greenland) 0 0 Program Services Periodicals 1,527
Europe (including Iceland and Greenland) 0 0 Program Services Conferences 13,924,697
Europe (including Iceland and Greenland) 0 0 Program Services Standards and Other 10,854
Middle East and North Africa 0 0 Grantmaking   21,519
Middle East and North Africa 0 0 Program Services Memberships and Public Imperatives 40,903
Middle East and North Africa 0 0 Program Services Periodicals 1,011
Middle East and North Africa 0 0 Program Services Conferences 208,942
Middle East and North Africa 0 0 Program Services Standards and Other 18,294
North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking   100,941
North America (including Canada and Mexico, but not the United States) 0 0 Program Services Memberships and Public Imperatives 103,928
North America (including Canada and Mexico, but not the United States) 0 0 Program Services Periodicals 6,916
North America (including Canada and Mexico, but not the United States) 0 0 Program Services Conferences 4,813,213
North America (including Canada and Mexico, but not the United States) 0 0 Program Services Standards and Other 170,849
Russia and the newly independent States 0 0 Grantmaking   12,925
Russia and the newly independent States 1 1 Program Services Memberships and Public Imperatives 12,223
Russia and the newly independent States 0 0 Program Services Periodicals 2,883
Russia and the newly independent States 0 0 Program Services Conferences 11,665
Russia and the newly independent States 0 0 Program Services Standards and Other 5,685
South America 0 0 Grantmaking   78,963
South America 0 0 Program Services Memberships and Public Imperatives 115,828
South America 0 0 Program Services Conferences 381,831
South America 0 0 Program Services Standards and Other 112,278
South Asia 0 0 Grantmaking   74,716
South Asia 0 0 Program Services Memberships and Public Imperatives 170,101
South Asia 0 0 Program Services Periodicals 446
South Asia 0 0 Program Services Conferences 660,989
South Asia 0 0 Program Services Standards and Other 96,420
Sub-Saharan Africa 0 0 Grantmaking   20,713
Sub-Saharan Africa 0 0 Program Services Memberships and Public Imperatives 7,985
Sub-Saharan Africa 0 0 Program Services Conferences 22,062
Sub-Saharan Africa 0 0 Program Services Standards and Other 7,990
3a Sub-total .....      
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 4 12 40,573,857
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
East Asia and the Pacific Engineering Development 36,000 Wire 0 Not Applicable Not Applicable
South America Engineering Scholarship 20,000 Wire 0 Not Applicable Not Applicable
Europe (including Iceland and Greenland) Engineering Development 18,652 Wire 0 Not Applicable Not Applicable
South America Engineering Development 20,000 Wire 0 Not Applicable Not Applicable
East Asia and the Pacific Engineering Scholarship 25,000 Check 0 Not Applicable Not Applicable
Europe (including Iceland and Greenland) Engineering Scholarship 6,680 Wire 0 Not Applicable Not Applicable
Sub-Saharan Africa Engineering Scholarship 15,000 Wire 0 Not Applicable Not Applicable
North America (including Canada and Mexico, but not the United States) Engineering Development 7,850 Check 0 Not Applicable Not Applicable
Europe (including Iceland and Greenland) Engineering Development 6,000 Wire 0 Not Applicable Not Applicable
Europe (including Iceland and Greenland) Engineering Development 20,000 Wire 0 Not Applicable Not Applicable
Europe (including Iceland and Greenland) Engineering Development 40,000 Wire 0 Not Applicable Not Applicable
Europe (including Iceland and Greenland) Engineering Development 9,454 Wire 0 Not Applicable Not Applicable
Europe (including Iceland and Greenland) Engineering Fellowship 15,000 Wire 0 Not Applicable Not Applicable
South Asia Engineering Development 6,165 Check 0 Not Applicable Not Applicable
Europe (including Iceland and Greenland) Engineering Achievement Award 8,796 Wire 0 Not Applicable Not Applicable
Europe (including Iceland and Greenland) Engineering Scholarship 12,000 Wire 0 Not Applicable Not Applicable
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
16
3
Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
Engineering Achievement Award Central America and the Caribbean 1 250 Check 0 Not Applicable Not Applicable
Engineering Achievement Award East Asia and the Pacific 131 71,869 Checks; wires 0 Not Applicable Not Applicable
Engineering Achievement Award Europe (including Iceland and Greenland) 166 145,379 Checks; wires 0 Not Applicable Not Applicable
Engineering Achievement Award Middle East and North Africa 9 3,100 Checks; wire 0 Not Applicable Not Applicable
Engineering Achievement Award North America (including Canada and Mexico, but not the United States) 116 41,324 Checks; wires 0 Not Applicable Not Applicable
Engineering Achievement Award Russia and the newly independent States 1 300 Wire 0 Not Applicable Not Applicable
Engineering Achievement Award South America 17 12,277 Checks; wires 0 Not Applicable Not Applicable
Engineering Achievement Award South Asia 52 22,490 Checke; wires 0 Not Applicable Not Applicable
Engineering Achievement Award Sub-Saharan Africa 1 1,000 Check 0 Not Applicable Not Applicable
Engineering Development East Asia and the Pacific 62 44,395 Checks; wires 0 Not Applicable Not Applicable
Engineering Development Europe (including Iceland and Greenland) 19 32,438 Checks; wires 0 Not Applicable Not Applicable
Engineering Development Middle East and North Africa 6 2,473 Checks; wire 0 Not Applicable Not Applicable
Engineering Development North America (including Canada and Mexico, but not the United States) 1 350 Wire 0 Not Applicable Not Applicable
Engineering Development Russia and the newly independent States 14 11,125 Wires 0 Not Applicable Not Applicable
Engineering Development South America 9 5,143 Check; wires 0 Not Applicable Not Applicable
Engineering Development South Asia 7 5,940 Checks; wires 0 Not Applicable Not Applicable
Engineering Development Sub-Saharan Africa 2 1,823 Check; wire 0 Not Applicable Not Applicable
Engineering Fellowship East Asia and the Pacific 2 7,000 Checks 0 Not Applicable Not Applicable
Engineering Fellowship Europe (including Iceland and Greenland) 9 48,000 Checks; wires 0 Not Applicable Not Applicable
Engineering Fellowship North America (including Canada and Mexico, but not the United States) 2 12,000 Checks 0 Not Applicable Not Applicable
Engineering Fellowship South Asia 1 5,000 Wire 0 Not Applicable Not Applicable
Engineering Scholarship East Asia and the Pacific 18 22,500 Checks; wires 0 Not Applicable Not Applicable
Engineering Scholarship Europe (including Iceland and Greenland) 19 15,200 Checks; wires 0 Not Applicable Not Applicable
Engineering Scholarship Middle East and North Africa 1 750 Check 0 Not Applicable Not Applicable
Engineering Scholarship North America (including Canada and Mexico, but not the United States) 4 5,000 Checks; wire 0 Not Applicable Not Applicable
Engineering Scholarship Russia and the newly independent States 1 1,500 Check 0 Not Applicable Not Applicable
Engineering Scholarship South America 10 9,410 Checks; wires 0 Not Applicable Not Applicable
Engineering Scholarship South Asia 12 12,450 Wires 0 Not Applicable Not Applicable
Engineering Scholarship Sub-Saharan Africa 2 1,650 Wires 0 Not Applicable Not Applicable
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Schedule F, Part I, Line 2 IEEE, through its Awards Board, establishes policies and procedures to provide for the orderly development and implementation of awards, scholarships, and recognition programs. The awards administered by the Awards Board and its committees are approved by the Board of Directors. The Board of Directors has delegated approval authority, in accordance with the established policies and procedures, to those major boards having chartered Awards and Recognition Committees.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID: 13000241
Software Version: v1.00



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
Employer identification number
13-1656633
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) IEEE Foundation Inc
445 Hoes Lane
Piscataway,NJ08854 		23-7310664 501(c)(3) 1,682,450 0 Not Applicable Not Applicable Engineering Development
(2) American Society of Mechanical Engineers
Tallahasse Section PO Box 1134
Tallahasse,FL32302 		13-1623899 501(c)(3) 250,000 0 Not Applicable Not Applicable Engineering Development
(3) California State University
6300 State University Dr Suite 332
Long Beach,CA90815 		95-6106694 501(c)(3) 10,000 0 Not Applicable Not Applicable Engineering Development
(4) Consortium for Ocean Leadership
1201 New York Ave NW
Washington,DC20005 		52-1892964 501(c)(3) 55,000 0 Not Applicable Not Applicable Engineering Development
(5) Curators of University of Missouri
Missouri Univ Science Technology
300 W 12th Street
Rolla,MO65401 		43-6003859 501(c)(3) 45,000 0 Not Applicable Not Applicable Engineering Fellowship
(6) Foundation for Underwater Research and Education
c/o Claude P Brancart
18 Juniper Road
Brunswick,ME04011 		52-1652248 501(c)(3) 20,800 0 Not Applicable Not Applicable Engineering Scholarship
(7) Fundacion Jose A Balseiro
2117 4th Street
Livermore,CA94550 		20-5780211 501(c)(3) 10,000 0 Not Applicable Not Applicable Engineering Development
(8) Indiana University
Office of Research Admin
PO Box 66057
Indianapolis,IN46266 		35-6001673   22,374 0 Not Applicable Not Applicable Engineering Development
(9) Kansas State University
Commerce Bank Treasury Services
PO Box 419448 SWIFT
Kansas City,MO64141 		48-0771751   20,000 0 Not Applicable Not Applicable Engineering Development
(10) Monterey Peninsula College
980 Fremont Street
Monterey,CA93940 		94-2314506   10,000 0 Not Applicable Not Applicable Engineering Development
(11) National Electronics Museum
1745 W Nursery Rd
Linthicum,MD21090 		52-1226197 501(c)(3) 25,000 0 Not Applicable Not Applicable Engineering Development
(12) New York University
Courant Inst Mathematical Sciences
251 Mercer St
New York,NY10012 		13-5562308 501(c)(3) 15,000 0 Not Applicable Not Applicable Engineering Scholarship
(13) Solar Splash Inc
2514 Silver Maple Dr
Little Rock,AR72210 		45-5284848   20,000 0 Not Applicable Not Applicable Engineering Development
(14) United Nations Foundation Inc
Shared Resource Ctr Sun Trust Bank
1445 New York Ave NW
Washington,DC20005 		58-2368165 501(c)(3) 25,000 0 Not Applicable Not Applicable Engineering Development
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
14
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Engineering Achievement Award 248 302,310 0 Not Applicable Not Applicable
(2) Engineering Development 12 12,161 0 Not Applicable Not Applicable
(3) Engineering Fellowship 16 221,000 0 Not Applicable Not Applicable
(4) Engineering Scholarships 19 30,149 0 Not Applicable Not Applicable






Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 IEEE, through its Awards Board, establishes policies and procedures to provide for the orderly development and implementation of awards, scholarships, and recognition programs. The awards administered by the Awards Board and its committees are approved by the Board of Directors. The Board of Directors has delegated approval authority, in accordance with the established policies and procedures, to those major boards having chartered Awards and Recognition Committees.
Schedule I (Form 990) 2013


Additional Data


Software ID: 13000241
Software Version: v1.00


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
Employer identification number

13-1656633
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
Yes
 
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)E James PrendergastAsst Secretary & Exec Dir (i)
(ii)		 554,842
0 		175,000
0 		67,566
0 		340,250
0 		5,784
0 		1,143,442
0 		0
 
(2)Thomas R SiegertCFO & Asst Treas (i)
(ii)		 356,812
0 		53,780
0 		10,670
0 		28,414
0 		6,836
0 		456,512
0 		0
0
(3)Mary Ward-CallanMging Director - Technical Activities (i)
(ii)		 336,605
0 		48,630
0 		24,869
0 		35,233
0 		7,707
0 		453,044
0 		0
0
(4)Matthew S LoebStaff Executive - Corp Strategy (i)
(ii)		 340,793
0 		49,180
0 		16,344
0 		34,941
0 		6,696
0 		447,954
0 		0
0
(5)Anthony DurniakStaff Executive - Publications (i)
(ii)		 303,051
0 		48,570
0 		43,942
0 		38,366
0 		6,265
0 		440,194
0 		0
0
(6)Alexander PasikChief Information Officer (i)
(ii)		 292,965
0 		43,650
0 		24,101
0 		28,286
0 		1,655
0 		390,657
0 		0
0
(7)Patrick MahoneyChief Marketing Officer (i)
(ii)		 302,975
0 		43,790
0 		6,291
0 		28,290
0 		9,196
0 		390,542
0 		0
0
(8)Eileen M LachGeneral Counsel & CCO (i)
(ii)		 436,200
0 		64,540
0 		25,178
0 		36,853
0 		3,808
0 		566,579
0 		0
0
(9)Jean JenningsEMEAA Sales, Global Sales (i)
(ii)		 148,076
0 		278,619
0 		37,236
0 		34,559
0 		2,870
0 		501,360
0 		0
0
(10)Jonathan DahlSr Director - Global Sales (i)
(ii)		 233,387
0 		177,425
0 		32,361
0 		37,241
0 		8,789
0 		489,203
0 		0
0
(11)Francis StaplesDirector - NA Sales (i)
(ii)		 131,244
0 		239,681
0 		27,391
0 		27,851
0 		8,404
0 		434,571
0 		0
0
(12)Konstantinos KarachaliosManaging Dir - IEEE Standards (i)
(ii)		 337,855
0 		25,000
0 		4,478
0 		28,341
0 		0
0 		395,674
0 		0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a First-class travel: In accordance with Policy, business class fares are permissible, if budgeted by the organizational unit, and if the flying time is over eight consecutive hours for a single segment or over eight hours flying time where a layover is required. Business class is defined as an intermediate class above economy class but below first class. In all cases individuals are encouraged to purchase upgradeable coach class fares and use miles or coupons to upgrade to business class. Permission to travel business class for medical reasons may be granted by the President. If first class is the only available class other than economy class, reimbursement shall occur only when all criteria to travel business class have been met and permission is granted by the IEEE President. All reimbursed first class fares shall be reported to the IEEE Audit Committee. The following listed persons were reimbursed for first class travel or business first class travel: Jonathan Dahl, Sr Director Global Sales; Gordon W. Day, Past President; Marko Delimar, Director and Secretary; Jean Jennings, Director EMEAA Sales Global Sales; Konstantinos Karachalios, Managing Director IEEE Standards; Eileen M. Lach, General Counsel and CCO; Michael R. Lightner, Vice-President Educational Activities; Matthew S. Loeb, Staff Executive Corp. Strategy; Patrick Mahoney, Chief Marketing Officer; Jozef W. Modelski, Director Division IV; Alexander Pasik, Chief Information Officer; E. James Prendergast, Asst. Secretary and Executive Director; Thomas R. Siegert, CFO and Asst Treas; Peter W. Staecker, President and CEO; Francis Staples, Director American Sales; and Mary Ward-Callan, Mging Director Technical Activities. No part of these reimbursements were treated as taxable compensation. Travel for companions: In accordance with Policy, due to the extensive travel required by the IEEE President, the IEEE President is reimbursed for reasonable, budgeted travel expenses for his/her spouse or other travel companion when accompanying the President on IEEE business. Peter W. Staecker, President and CEO, received reimbursement for spousal travel. These reimbursements were treated as taxable compensation and reported on Form 1099MISC. Tax indemnification and gross up payments: In accordance with Policy, the IEEE President is paid a cash gross up payment to cover any foreign or United States federal, state or local income taxes applicable to the aggregate value of x the spouse or other travel companion travel expense reimbursement, plus y the cash gross up payment. Peter W. Staecker, President and CEO, received a tax indemnification and gross-up payment. This payment was treated as taxable compensation and reported on Form 1099MISC.
Schedule J, Part I, Line 3 The IEEE Board of Directors, through its external legal counsel engaged a Compensation Consultant to provide the Board with consulting advice and market comparability data about executive compensation to enable the Board to establish a rebuttable presumption of reasonableness under Intermediate Sanctions Legislation, Section 4958. A committee of Independent Board members and non board members, The IEEE Employee Benefits and Compensation Committee, is charged with evaluating the total compensation package of selected executives and Board members, called Disqualified Persons. The Consultant provided this committee with valid comparable market data from published sources for comparable positions from both tax exempt and for profit organizations. The assessment was conducted at the total rewards level and included all compensation components. External market comparisons were based on two primary sources of data: 1 Form 990 filings for a group of peer organizations identified by the Consultant based on various criteria and 2 Published surveys; scope cuts including industry, FTEs and revenue were selected that represented organizations comparable to IEEE. The following screening criteria were used to select comparable organizations: 1 NTEE code: a general science institutions; b Engineering and Technology Services; c Professional Society and d Research institutions; 2 Income and assets; 3 Employee Size. Once organizations were screened using that criteria, the following information was collected: a whether the organization has international presence; b whether they are a standard setting organization; c whether they have a significant publishing activity; and 4 the extent of its focus on contract research. The Committee then reviewed individual and market data. The Committee then debated and documented its decisions about what is reasonable and its decision making process for multiple disqualified persons. The Consultant then provided a presumption of reasonable compensation letter for the IEEE files. Disqualified individuals include the following: 1. The IEEE President 2. The IEEE Past President 3. Executive Director and Chief Operating Officer 4. Chief Financial Officer 5. Staff Executive, Corporate Strategy 6. Staff Executive, Publications 7. Chief Information Officer 8. Chief Marketing Officer 9. Managing Director, Technical Activities 10. Managing Director, Membership and Geographic Activities 11. Managing Director, Standards Association 12. Managing Director, Educational Activities 13. Managing Director, IEEE USA 14. General Counsel and Chief Compliance Officer 15. Senior Director, Business and Data Related Services 16. Senior Director, Global Sales and Customer Operations 17. Staff Executive, Human Resources 18. Senior Project Manager 19. IT Infrastructure Project Manager 20. Inside Sales Assistant. This process is performed annually.
Schedule J, Part I, Line 4 Sec. 457b Plan: E. James Prendergast $17,500; Jean Jennings $17,500; Francis Staples $17,500; Anthony Durniak $17,500; Alexander Pasik $17,500. E. James Prendergast, Executive Director, is the only participant in a nonqualified, unfunded, deferred compensation plan under section 457f. Column C of Part II Schedule J includes the amount of $306,750 of which $150,000 is attributed to 2012 since it was inadvertently not included in the organization's Form 990 for 2012.
Schedule J, Part I, Line 5 Jean Jennings 253,619 Commissions; Francis Staples 189,681 Commissions; Jonathan Dahl 146,300 Commissions
Schedule J (Form 990) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
Employer identification number

13-1656633
Return Reference Explanation
Form 990, Part VI, Section A, Line 6 IEEE has approximately 430,000 members in over 190 countries around the world.
Form 990, Part VI, Section A, Line 7a The members of IEEE elect the directors of IEEE in accordance with the governing documents.
Form 990, Part VI, Section A, Line 7b Amendments to the Constitution are subject to approval by the voting members of the organization. Voting members are those members of Member grade or above as defined in the bylaws. The Constitution was last amended in 2004.
Form 990, Part VI, Section B, Line 11b Before the Form 990 is filed with the IRS it is reviewed by the Executive Director, Past President, Treasurer, Past Treasurer, if any, and the CFO/Asst. Treasurer. The return is then posted to a website accessible by the IEEE Board of Directors. Questions and comments from the Board are acted upon.
Form 990, Part VI, Section B, Line 12c IEEE requires that officers and directors submit conflict of interest disclosure form which is reviewed for both positive and negative responses for potential conflict of interest. All IEEE employees are required to complete an annual training course and those with authority to make financial expenditures are required to submit a disclosure form. The result of an officer or director not completing a required conflict of interest disclosure form is removal from service on the committee or board.
Form 990, Part VI, Section B, Line 15 The IEEE Board of Directors, through its external legal counsel engaged a Compensation Consultant to provide the Board with consulting advice and market comparability data about executive compensation to enable the Board to establish a rebuttable presumption of reasonableness under Intermediate Sanctions Legislation, Section 4958. A committee of Independent Board members and non board members, The IEEE Employee Benefits and Compensation Committee, is charged with evaluating the total compensation package of selected executives and Board members, called Disqualified Persons. The Consultant provided this committee with valid comparable market data from published sources for comparable positions from both tax exempt and for profit organizations. The assessment was conducted at the total rewards level and included all compensation components. External market comparisons were based on two primary sources of data: 1 Form 990 filings for a group of peer organizations identified by the Consultant based on various criteria and 2 Published surveys; scope cuts including industry, FTEs and revenue were selected that represented organizations comparable to IEEE. The following screening criteria were used to select comparable organizations: 1 NTEE code: a general science institutions; b Engineering and Technology Services; c Professional Society and d Research institutions; 2 Income and assets; 3 Employee Size. Once organizations were screened using that criteria, the following information was collected: a whether the organization has international presence; b whether they are a standard setting organization; c whether they have a significant publishing activity; and 4 the extent of its focus on contract research. The Committee then reviewed individual and market data. The Committee then debated and documented its decisions about what is reasonable and its decision making process for multiple disqualified persons. The Consultant then provided a presumption of reasonable compensation letter for the IEEE files. Disqualified individuals include the following: 1. The IEEE President 2. The IEEE Past President 3. Executive Director and Chief Operating Officer 4. Chief Financial Officer 5. Staff Executive, Corporate Strategy 6. Staff Executive, Publications 7. Chief Information Officer 8. Chief Marketing Officer 9. Managing Director, Technical Activities 10. Managing Director, Membership and Geographic Activities 11. Managing Director, Standards Association 12. Managing Director, Educational Activities 13. Managing Director, IEEE USA 14. General Counsel and Chief Compliance Officer 15. Senior Director, Business and Data Related Services 16. Senior Director, Global Sales and Customer Operations 17. Staff Executive, Human Resources 18. Senior Project Manager 19. IT Infrastructure Project Manager 20. Inside Sales Assistant. This process is performed annually.
Form 990, Part VI, Section C, Line 19 The IEEE governing documents, conflict of interest policy and financial statements are available on the IEEE website and to the public upon request.
Form 990, Part VII, Section A, Line 1a The average hours per week for directors, officers, key employees and highest compensated employees is stated using a conservative methodology.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000241
Software Version: v1.00
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
Employer identification number

13-1656633
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) IEEE Broadcast Technology Convention LLC
445 Hoes Lane
Piscataway,NJ08854
13-1656633 		Partner of a UK partnership operating a conference. DE 1,102,062 738,544 Institute of Electrical and Electronics Engineers Inc
 
(2) IEEE International LLC
445 Hoes Lane
Piscataway,NJ08854
45-0570011 		Non-Profit activities - Scientific & Educational DE 0 112,299 Institute of Electrical and Electronics Engineers Inc
 
(3) IEEE Global LLC
445 Hoes Lane
Piscataway,NJ08854
13-1656633 		Scientific and Educational DE 12 132,644 Institute of Electrical and Electronics Engineers Inc
 






Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) IEEE Foundation Inc

445 Hoes Lane

Piscataway,NJ08854
23-7310664 		Encourage technological development in engineering. NY 501(c)(3) 7 N/A
 
No
(2) IEEE Asia-Pacific Limited

1 Fusionopolis Walk
04-07 South Tower Solaris
Singapore    
SN
Scientific & Educational SN 501(c)(3) 9 N/A
 
No
(3) IEEE Worldwide Limited

445 Hoes Lane

Piscataway,NJ08854
46-3332937 		Scientific & Educational NY 501(c)(3) 9 N/A
 
No








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) IEEE Inc

445 Hoes Lane
Piscataway,NJ08854
20-8766830 		Support services, 813000 Business Activity Code, Administrative, Marketing & Promotion. DE Institute of Electrical and Electronics Engineers Inc
  		C 2,380,996 1,325,537 100 % Yes  
(2) IEEE Europe GmbH

c/o Fiducia-Intergest SA
Rue Joseph-Girad
24-1227 Carouge    
SZ
Support services, 813000 Business Activity Code, Administrative, Marketing & Promotion SZ Institute of Electrical and Electronics Enginees Inc
  		C 0 10,737 100 %   No
(3) Institute of Electrical And Electronics Engineers (IEEE) Latin America SA

co Posadas Posadas and Vecino
Juncal 1305 Floor 21
Montevideo   CP11000
UY
Support services, 813000 Business Activity Code, Administrative, Marketing and Promotion UY Institute of Electrical And Electronics Engineers Inc
  		C 0 2,188 100 %   No








Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) IEEE Foundation Inc

 b 1,682,450 Cash





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID: 13000241
Software Version: v1.00