Form990
Click to see attachment
Department of the TreasuryInternal 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)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
 
Doing business as
IEEE
 
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 $ 859,125,379
F Name and address of principal officer:
Stephen Welby
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: IEEE is the place where the next great technology breakthroughs are born - the result of the innovative work of our IEEE members and volunteers. The engineers and technical professionals that comprise IEEE aren't just dreaming about the future, they are creating it. By contributing cutting-edge research, publishing thought-provoking papers, creating critical technical standards, strengthening professional connections and attending industry-leading conferences, they play an integral part in this thriving community where new ideas are initiative, shared and explored. Through their collaboration, IEEE members and volunteers are in constant pursuit of innovation and excellence for the benefit of all people everywhere. For additional 2018 IEEE significant activities, see Part III on page 2, and IEEE 2018 Annual Report.
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 30
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 1,289
6 Total number of volunteers (estimate if necessary) ............. 6 100,000
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 16,404,747
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 4,085,277 4,112,115
9 Program service revenue (Part VIII, line 2g) ......... 443,953,741 489,739,727
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 24,385,777 33,564,287
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 21,968,163 19,606,440
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 494,392,958 547,022,569
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 5,946,097 5,216,786
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) 169,423,070 175,110,075
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,652,577    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 284,957,553 290,358,381
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 460,326,720 470,685,242
19 Revenue less expenses. Subtract line 18 from line 12....... 34,066,238 76,337,327
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 660,496,876 683,244,978
21 Total liabilities (Part X, line 26)............. 245,474,763 243,502,411
22 Net assets or fund balances. Subtract line 21 from line 20..... 415,022,113 439,742,567
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.
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Signature of officer Date
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Type or print name and title
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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 (2018)
Form 990 (2018)
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 $ 93,957,426 including grants of $ 4,745,564 ) (Revenue $ 55,017,920 )
MEMBERSHIP/PUBLIC IMPERATIVE: IEEE is the world's largest technical professional organization dedicated to advancing technology for the benefit of humanity. In 2018 IEEE's total members was 422,460, from more than 160 countries worldwide; student memberships were 123,508; total IEEE society memberships were 328,558 from 39 IEEE Societies. As part of its growing focus on global public policy, the IEEE Board of Directors adopted multiple position statements in 2018, offering recommendations to policy makers around the world supporting the following topics: advancing universal access to the internet, privacy engineering and strong encryption. IEEE also increased activities in public policy activity by the newly formed IEEE European Public Policy Initiative and the IEEE Standards Association's Ethically Aligned Design initiative. IEEE-USA, which promotes the careers and public policy interests of IEEE engineering, computing and technology professionals, also supported legislative efforts promoting quantum research, artificial intelligence and support for small tech business. IEEE continued its outreach to improve technology infrastructure where it is needed through a number of collaborative projects. IEEE SIGHT is a global network of IEEE volunteers partnering with underserved communities and local organizations to identify and address critical problems. Some success stories from 2018 include: 1) IEEE SIGHT group based in El Salvador installed a photovoltaic system connected to the grid to reduce energy consumption. This project will benefit 1,600 people; 2) Maskwacis, Canada, is a First Nations Community located on an indigenous reserve where there is little access or connection to the internet, a local resident, self-taught engineer, founded the Mamawapowin Technology Society to bring free internet connection to Maskwacis. The project will ultimately impact approximately 8,000 residents over the course of three years; 3) Tilapia ponds have been implemented in Paraguay's indigenous communities as a source for food and economic enrichment. Due to insufficient knowledge and training, the production levels are not enough to provide for the communities. IEEE SIGHT Paraguay pooled knowledge from local resources to install new tilapia ponds equipped with solar water pumps, solar lighting and mechanized fish harvesting systems that help ensure the ponds become a beneficial resource.
4b (Code:   ) (Expenses $ 175,624,306 including grants of $ 0 ) (Revenue $ 189,057,685 )
PERIODICALS: The IEEE Xplore Digital Library is one of the world's largest collections of technical literature in engineering, computer science and related technologies with over 4 million documents available in its current vast repository. In 2018, IEEE continued to deliver groundbreaking research in its industry-leading publications and share its technical expertise around the world on the technologies that will shape the future. IEEE Xplore had over 147 million total usage in 2018 (PDF downloads and HTML views); groundbreaking research papers published in Xplore included: 5,290 of 5G; 22,619 of artificial intelligence; 1,575 in autonomous vehicles; 1,530 cybersecurity; 9,428 of Smart/Green energy; 17,129 robotics, and 8,546 of future of medical science. Other IEEE publications included 195,954 conference articles, 57,628 journal articles, and 2,874 magazine articles. IEEE maintains its position as one of the top publishers of science and technology journals, continuing to be a trusted source for communicating quality technical information that will help inspire the next breakthrough technologies.
4c (Code:   ) (Expenses $ 143,799,192 including grants of $ 471,221 ) (Revenue $ 200,589,981 )
CONFERENCES: In 2018, IEEE had 1,966 IEEE sponsored conferences in 103 countries with over 561,000 attendees. IEEE Future Directions brought together IEEE members and volunteers from around the world to discuss and share their latest work through a series of conferences, summits and workshops focused on emerging technologies. Highlights include: 1) IEEE Digital Reality hosted an informative panel on virtual reality (VR), augmented reality (AR) and cross reality (XR) at the Augmented World Expo in Santa Clara, CA. Experts from a diverse range of areas spoke of the blend of VR, AR, mixed reality, immersive and other future reality spaces while addressing social, ethical, legal and policy implications; 2) The 2018 IEEE Global Blockchain Summit brought together thought leaders, decision-makers and technologists to discuss the challenges and opportunities of blockchain technology. Attendees from academia, government and industry presented on various topics including the current technology landscape, applications, use cases, policy and regulations; 3) IEEE Women in Engineering (WIE) hosted the first-ever Tech Powered by Women Workshop, with artificial intelligence as the primary focus. Held in Vancouver, Canada, with over 1000 attendees from over 30 countries with over 100 speakers. The event brought together diverse engineering and technology professionals in research and industry to explore the future of artificial intelligence technology, share success stories and discuss opportunities for women in leadership. The WIE annual Women in Engineering International Leadership Conference, held in San Jose, CA, continued to attract leading keynote speakers and offer an environment of inclusion.
(Code:   ) (Expenses $ 34,948,312 including grants of $ 0 ) (Revenue $ 33,869,398 )
STANDARDS AND OTHER IEEE PROGRAMS: In 2018, 121 standards were approved for publication with 51 new and 70 revisions. IEEE successfully entered into cooperative agreements with the African Telecommunications Union, the Shenzhen Institute of Science and Technology in China and the Ministry of Economy in Mexico. Each organization will promote their respective collaboration efforts as well as IEEE's standards development opportunities, provide greater input to IEEE standards and promote their use and adoption. IEEE also contributed its expertise to the European Commission on autonomous and intelligent systems relative to ethical considerations, submitted input to the India National Standards Strategy and was a signatory on a joint call to Group of 20 (G20) leaders to reinforce the importance of open standards and multi-stakeholder governance. The G20 is an international forum that brings together the world's 20 leading industrialized and emerging economies to discuss world affairs and other issues. Additionally, IEEE is committed to providing a platform for addressing ethical and societal implications across a variety of technology areas. 2018 highlights included: 1) The Open Community for Ethics in Autonomous and Intelligent Systems (OCEANIS) aims to foster cooperation in the development and use of ethically aligned standards in information and communications technology, particularly for autonomous and intelligent systems; 2) The Ethics Certification Program for Autonomous and Intelligent Systems (ECPAIS) is one of the world's first programs dedicated to the creation of an autonomous and intelligent systems certification process supported by a global standards development organization; 3) Ten courses on Artificial Intelligence (AI) and Ethics in Design were produced in collaboration with The IEEE Global Initiative on Ethics of Autonomous and Intelligent Systems. The courses cover everything from Responsible Innovation in the Age of AI to Economic Advantages of Ethical Design for Business.
4d Other program services (Describe in Schedule O.)
(Expenses $ 34,948,312 including grants of $ 0 ) (Revenue $ 33,869,398 )
4e Total program service expensesMediumBullet448,329,236
Form 990 (2018)
Form 990 (2018)
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 IV.....Click 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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic 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 or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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), 501(c)(4), and 501(c)(29) 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 "Yes," 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.....................Click to see attachment
28b
Yes
 
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
Yes
 
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 ...Click to see attachment
35b
Yes
 
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.............
36
 
No
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
 
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
1,048
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
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
1,289
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 , BO , BR , BU , CA , CE , CH , CI , CO , CS , CY , DA , EC , ES , EZ , FI , FR , GH , GM , GT , HO , HU , IC , ID , IN , IS , IT , JA , JO , KE , KS , KU , LE , LH , MC , MK , MT , MX , MY , NI , NO , NU , NZ , PE , PK , PL , PM , PO , RO , RP , RS , SA , SF , SI , SN , SP , SW , SZ , TD , TH , TU , TW , UK , UP , UY , VE
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
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
30
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 , CO , CT , FL , GA , HI , IL , IN , KS , KY , MA , MD , ME , MI , MN , MS , NC , ND , NH , NJ , NM , NV , 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-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletController445 Hoes Lane   Piscataway,NJ088544141 (732) 981-0060
Form 990 (2018)
Form 990 (2018)
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) James A Jefferies......................................................................
IEEE President & CEO
 10
.................
0 		X   X       0 0 0
(2) Jose M F Moura......................................................................
IEEE President-Elect
 10
.................
0 		X   X       0 0 0
(3) Karen Bartleson......................................................................
IEEE Past President
 10
.................
0 		X   X       0 0 0
(4) William P Walsh......................................................................
Director & Secretary
 10
.................
0 		X   X       0 0 0
(5) Joseph V Lillie......................................................................
Director & Treasurer
 10
.................
0 		X   X       0 0 0
(6) Witold M Kinsner......................................................................
Director & Vice President, Educational Activities
 10
.................
0 		X   X       0 0 0
(7) Samir M El-Ghazaly......................................................................
Director & Vice President, Publication Services and Products
 10
.................
0 		X   X       0 0 0
(8) Martin Bastiaans......................................................................
Director & Vice President, Member and Geographic Activities
 10
.................
0 		X   X       0 0 0
(9) Forrest D Wright......................................................................
Director & President, Standards Association
 10
.................
0 		X   X       0 0 0
(10) Susan Land......................................................................
Director & Vice President, Technical Activities
 10
.................
0 		X   X       0 0 0
(11) Sandra Robinson......................................................................
Director & President IEEE-USA
 10
.................
0 		X   X       0 0 0
(12) Babak Beheshti......................................................................
Director & Delegate, Region 1
 5
.................
0 		X           0 0 0
(13) Katherine J Duncan......................................................................
Director & Delegate, Region 2
 5
.................
0 		X           0 0 0
(14) Gregg L Vaughn......................................................................
Director & Delegate, Region 3
 5
.................
0 		X           0 0 0
(15) Bernard T Sander......................................................................
Director & Delegate, Region 4
 5
.................
0 		X           0 0 0
(16) Robert C Shapiro......................................................................
Director & Delegate, Region 5
 5
.................
0 		X           0 0 0
(17) Kathleen Kramer......................................................................
Director & Delegate, Region 6
 5
.................
0 		X           0 0 0
Form 990 (2018)
Form 990 (2018)
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) Maike Luiken........................................................................
Director & Delegate, Region 7
 5
.......................0 		X           0 0 0
(19) Margaretha A Eriksson........................................................................
Director & Delegate, Region 8
 5
.......................0 		X           0 0 0
(20) Teofilo Ramos........................................................................
Director & Delegate, Region 9
 5
.......................0 		X           0 0 0
(21) Kukjin Chun........................................................................
Director & Delegate, Region 10
 5
.......................0 		X           0 0 0
(22) Renuka P Jindal........................................................................
Director & Delegate, Division I
 5
.......................0 		X           0 0 0
(23) FD Don Tan........................................................................
Director & Delegate, Division II
 5
.......................0 		X           0 0 0
(24) Vijay K Bhargava........................................................................
Director & Delegate, Division III
 5
.......................0 		X           0 0 0
(25) Jennifer T Bernhard........................................................................
Director & Delegate, Division IV
 5
.......................0 		X           0 0 0
(26) John W Walz........................................................................
Director & Delegate, Division V
 5
.......................0 		X           0 0 0
(27) John Y Hung........................................................................
Director & Delegate, Division VI
 5
.......................0 		X           0 0 0
(28) Bruno Meyer........................................................................
Director & Delegate, Division VII
 5
.......................0 		X           0 0 0
(29) Dejan Milojicic........................................................................
Director & Delegate, Division VIII
 5
.......................0 		X           0 0 0
(30) Alejandro Acero........................................................................
Director & Delegate, Division IX
 5
.......................0 		X           0 0 0
(31) Toshio Fukuda........................................................................
Director & Delegate, Division X
 5
.......................0 		X           0 0 0
(32) Stephen Welby........................................................................
Assistant Secretary & Executive Director
 40
.......................0 		    X       657,980 0 186,938
(33) E James Prendergast -See Schedule O........................................................................
Assistant Secretary & Executive Director
 0
.......................0 		    X       1,198,509 0 27,279
(34) Thomas R Siegert........................................................................
Assistant Treasurer, Staff Executive & CFO
 40
.......................1 		    X       566,418 0 45,377
(35) Mary Ward-Callan........................................................................
Managing Director - Technical Activities
 40
.......................0 		      X     490,915 0 45,833
(36) Michael B Forster........................................................................
Managing Director - Publications
 40
.......................0 		      X     435,813 0 27,971
(37) Donna Hourican........................................................................
Staff Executive Corporate Activities
 40
.......................0 		      X     372,890 0 36,500
(38) Karen L Hawkins........................................................................
Chief Marketing Officer
 40
.......................0 		      X     349,515 0 44,504
(39) Cherif Amirat........................................................................
Chief Information Officer
 40
.......................0 		      X     407,874 0 48,246
(40) Cecelia Jankowski........................................................................
Managing Director Member & Geographic Activities
 40
.......................0 		        X   357,270 0 40,099
(41) Konstantinos Karachalios........................................................................
Managing Director - IEEE Standards
 40
.......................0 		        X   481,482 0 36,500
(42) Francis Staples........................................................................
Senior Director Global Sales & Customer Operations
 40
.......................0 		        X   420,080 0 46,044
(43) Emily Csernica........................................................................
Director North America Sales
 40
.......................0 		        X   449,222 0 29,578
(44) Jean Jennings........................................................................
Director - International Sales
 40
.......................0 		        X   418,299 0 40,560
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 6,606,267 0 655,429
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet502
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
Oracle America Inc

500 Oracle Parkway Redwood Shores
San Mateo,CA94065 		License and maintain core financial system 4,482,283
iEnergizer Aptara Limited

PO 13963
Collections Center Dr
Chicago,IL60693 		Services provide include XML and image conversion, page composition, and two levels of editing 3,195,912
Data Conversion Laboratory Inc

61-18 190th Street Suite 205
Fresh Meadows,NY11365 		XML tagging, graphics conversion, editing, page composition, and pagination of texts and graphics 2,965,862
Finn Partners Inc

301 East 57th St
New York,NY10022 		Management of crisis communications for IEEE: assess content creation, monitoring of the press, etc 2,693,291
IMEX Global Solutions LLC

6567 Solution Center
Chicago,IL60677 		International mailing of IEEE publications 2,657,158
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet226
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues..1b 0
c Fundraising events..1c 0
d Related organizations1d 3,879,270
e Government grants (contributions)1e 100,558
f All other contributions, gifts, grants, and similar amounts not included above1f 132,287
g Noncash contributions included in lines 1a - 1f:$ 0
h Total. Add lines 1a-1f.......MediumBullet 4,112,115
Program Service RevenueAmt Business Code
2a Membership Dues & Public Imperatives 900099 55,017,920 55,017,920 0 0
b Periodicals 900099 189,057,685 189,057,685 0 0
c Conference Revenue 900099 200,589,981 200,589,981 0 0
d Standards Revenue 900099 33,869,398 33,869,398 0 0
e Advertising and Related Services 541800 11,167,409 0 11,167,409 0
f All other program service revenue. 37,334 37,334 0 0
g Total. Add lines 2a–2f ....MediumBullet 489,739,727
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 12,635,770 0 0 12,635,770
4 Income from investment of tax-exempt bond proceedsMediumBullet 0 0 0 0
5 Royalties...........MediumBullet 14,291,102 0 0 14,291,102
(ii) Personal (i) Real
6a Gross rents 0 78,000
b Less: rental expenses 0 0
c Rental income or (loss) 0 78,000
d Net rental income or (loss)......MediumBullet 78,000 0 0 78,000
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 0 333,031,327
b Less: cost or other basis and sales expenses 0 312,102,810
c Gain or (loss) 0 20,928,517
d Net gain or (loss).....MediumBullet 20,928,517 0 0 20,928,517
8a Gross income from fundraising events (not including $ 0of 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  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a Intercompany Services 900099 3,110,726 0 3,110,726 0
b Engineering Certification Programs 541900 48,230 0 48,230 0
c Intercompany Interest Income 900003 2,078,382 0 2,078,382 0
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 5,237,338
12 Total revenue. See Instructions......MediumBullet 547,022,569 478,572,318 16,404,747 47,933,389
Form 990 (2018)
Form 990 (2018)
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 domestic organizations and domestic governments. See Part IV, line 21 3,386,625 3,386,625
2 Grants and other assistance to domestic individuals. See Part IV, line 22 750,942 750,942
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 1,079,219 1,079,219
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 5,097,774 4,724,884 372,890  
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 130,402,595 125,838,828 3,615,919 947,848
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 10,404,361 9,760,742 529,332 114,287
9 Other employee benefits ....... 12,921,960 12,317,990 496,967 107,003
10 Payroll taxes ........... 16,283,385 15,842,724 362,989 77,672
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 2,833,418 2,833,418 0 0
c Accounting ........... 874,660 853,136 21,524 0
d Lobbying ........... 0 0 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 1,479,100 1,479,100 0 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 28,942,227 27,856,453 1,073,115 12,659
12 Advertising and promotion .... 5,685,813 5,326,130 313,028 46,655
13 Office expenses ....... 13,278,204 12,517,134 691,582 69,488
14 Information technology ...... 17,529,316 17,305,208 219,621 4,487
15 Royalties .. 14,618,732 14,618,732 0 0
16 Occupancy ........... 6,803,336 822,359 5,949,762 31,215
17 Travel ............ 21,163,934 19,275,539 1,793,461 94,934
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 100,192,554 99,613,703 578,851 0
20 Interest ........... 484,093 484,093 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 9,524,976 6,087,423 3,431,871 5,682
23 Insurance ... 1,225,888 867,906 357,982 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 33,419,254 33,382,714 1,944 34,596
b Commission Expense 21,983,087 21,983,087 0 0
c Members & Regional Expense 7,207,486 6,702,059 500,800 4,627
d Education & Training 1,158,261 1,102,535 54,179 1,547
e All other expenses 1,954,042 1,516,553 337,612 99,877
25 Total functional expenses. Add lines 1 through 24e 470,685,242 448,329,236 20,703,429 1,652,577
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 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 11,377,053 1 14,509,732
2 Savings and temporary cash investments ......... 68,010,200 2 108,692,900
3 Pledges and grants receivable, net ...... 326,517 3 315,916
4 Accounts receivable, net ............. 80,098,247 4 85,666,058
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
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 ..............
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........ 115,241 8 5,389
9 Prepaid expenses and deferred charges ...... 18,213,844 9 17,178,694
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 145,347,505
b Less: accumulated depreciation 10b 106,355,385 38,974,737 10c 38,992,120
11 Investments—publicly traded securities . 443,049,252 11 417,345,883
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 331,785 15 538,286
16 Total assets. Add lines 1 through 15 (must equal line 34)... 660,496,876 16 683,244,978
Liabilities 17 Accounts payable and accrued expenses ..... 79,212,768 17 82,100,233
18 Grants payable ...   18  
19 Deferred revenue ......... 120,826,641 19 119,213,899
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
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..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
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 45,435,354 25 42,188,279
26 Total liabilities. Add lines 17 through 25.. 245,474,763 26 243,502,411
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 413,149,113 27 437,945,767
28 Temporarily restricted net assets ........... 1,681,600 28 1,605,400
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 ........... 415,022,113 33 439,742,567
34 Total liabilities and net assets/fund balances ........ 660,496,876 34 683,244,978
Form 990 (2018)
Form 990 (2018)
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
547,022,569
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
470,685,242
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
76,337,327
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
415,022,113
5
Net unrealized gains (losses) on investments ...............
5
-51,616,873
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
439,742,567
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 (2018)
Form 990 (2018)
Additional Data


Software ID: 18007995
Software Version: v1.00
Form 990, Special Condition Description:
Special Condition Description
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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 VI.)..            
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 section 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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 2,040,254 2,285,419 2,798,660 4,085,277 4,112,115 15,321,725
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 417,980,972 423,081,141 442,126,092 440,584,307 478,572,318 2,202,344,830
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 5 420,021,226 425,366,560 444,924,752 444,669,584 482,684,433 2,217,666,555
7a Amounts included on lines 1, 2, and 3 received from disqualified persons 0 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 0
c Add lines 7a and 7b.. 0 0 0 0 0 0
8 Public support. (Subtract line 7c from line 6.) 2,217,666,555
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6... 420,021,226 425,366,560 444,924,752 444,669,584 482,684,433 2,217,666,555
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 20,486,232 20,943,031 21,005,160 24,170,044 27,004,872 113,609,339
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. 20,486,232 20,943,031 21,005,160 24,170,044 27,004,872 113,609,339
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 VI.) .. 0 0 0 0 0 0
13 Total support. (Add lines 9, 10c, 11, and 12.).. 440,507,458 446,309,591 465,929,912 468,839,628 509,689,305 2,331,275,894
14
Section C. Computation of Public Support Percentage
15
15
95.127 %
16
16
95.702 %
Section D. Computation of Investment Income Percentage
17
17
4.873 %
18
18
4.298 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007995
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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
 
 
 
 

$  


(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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
  		Employer identification number

13-1656633
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2018)

Additional Data


Software ID: 18007995
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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
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) ............................... 147,474  
c Total lobbying expenditures (add lines 1a and 1b) ................................................................... 147,474  
d Other exempt purpose expenditures ........................................................................ 448,181,762  
e Total exempt purpose expenditures (add lines 1c and 1d) ............................................... 448,329,236  
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2015 (b) 2016 (c) 2017 (d) 2018 (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 353,664 245,300 281,196 147,474 1,027,634
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) 2018


Schedule C (Form 990 or 990-EZ) 2018
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 on 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, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2018


Additional Data


Software ID: 18007995
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," on 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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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)
Revenue included on 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
Revenue included on 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) 2018

Schedule D (Form 990) 2018
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (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 on 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" on 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" on 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 37,971,304 25,149,530 12,821,774
c Leasehold improvements 0 1,231,982 707,404 524,578
d Equipment .... 0 105,271,219 80,498,451 24,772,768
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 38,992,120
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
Amount held on behalf of IEEE Foundation Incorporated 42,188,279
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 42,188,279
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) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 516,117,222
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -51,616,873
b Donated services and use of facilities ......... 2b 0
c Recoveries of prior year grants ........... 2c 0
d Other (Describe in Part XIII.) ............ 2d 20,711,526
e Add lines 2a through 2d ..................... 2e -30,905,347
3 Subtract line 2e from line 1.................. 3 547,022,569
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.) ...... 5 547,022,569
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 498,354,708
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 27,669,466
e Add lines 2a through 2d.................... 2e 27,669,466
3 Subtract line 2e from line 1................... 3 470,685,242
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.) ...... 5 470,685,242
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 guidance that 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. As of December 31, 2018 and 2017, 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 Eliminations of entities that are not part of the Institute of Electrical and Electronics Engineers, Inc.'s Form 990 consolidated return.
Schedule D, Part XII, Line 2d Eliminations of entities that are not part of the Institute of Electrical and Electronics Engineers, Inc.'s Form 990 consolidated return.
Schedule D (Form 990) 2018


Additional Data


Software ID: 18007995
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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 Program Services Member & Public Imperatives 433,619
Central America and the Caribbean 0 0 Program Services Periodicals 632
Central America and the Caribbean 0 0 Program Services Conferences 483,318
Central America and the Caribbean 0 0 Program Services Standards and Others 123,312
Central America and the Caribbean 0 0 Grantmaking   6,314
East Asia and the Pacific 1 2 Program Services Member & Public Imperatives 1,058,085
East Asia and the Pacific 0 0 Program Services Periodicals 1,231
East Asia and the Pacific 0 0 Program Services Conferences 24,454,087
East Asia and the Pacific 0 0 Program Services Standards and Others 774,545
East Asia and the Pacific 0 0 Grantmaking   95,742
Europe (including Iceland and Greenland) 0 0 Program Services Member & Public Imperatives 542,116
Europe (including Iceland and Greenland) 0 0 Program Services Periodicals 12,215
Europe (including Iceland and Greenland) 0 0 Program Services Conferences 18,023,371
Europe (including Iceland and Greenland) 0 0 Program Services Standards and Others 195,749
Europe (including Iceland and Greenland) 0 0 Grantmaking   119,348
Middle East and North Africa 0 0 Program Services Member & Public Imperatives 177,389
Middle East and North Africa 0 0 Program Services Periodicals 2,231
Middle East and North Africa 0 0 Program Services Conferences 251,072
Middle East and North Africa 0 0 Program Services Standards and Others 135,187
Middle East and North Africa 0 0 Grantmaking   6,757
North America (including Canada and Mexico, but not the United States) 0 0 Program Services Member & Public Imperatives 374,401
North America (including Canada and Mexico, but not the United States) 0 0 Program Services Periodicals 1,893
North America (including Canada and Mexico, but not the United States) 0 0 Program Services Conferences 5,377,489
North America (including Canada and Mexico, but not the United States) 0 0 Program Services Standards and Others 416,689
North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking   21,765
Russia and the newly independent States 1 1 Program Services Member & Public Imperatives 61,541
Russia and the newly independent States 0 0 Program Services Periodicals 90
Russia and the newly independent States 0 0 Program Services Conferences 264,174
Russia and the newly independent States 0 0 Program Services Standards and Others 77,768
Russia and the newly independent States 0 0 Grantmaking   21,054
South America 0 0 Program Services Member & Public Imperatives 383,953
South America 0 0 Program Services Periodicals 1,095
South America 0 0 Program Services Conferences 1,180,459
South America 0 0 Program Services Standards and Others 255,897
South America 0 0 Grantmaking   5,643
South Asia 0 0 Program Services Member & Public Imperatives 663,427
South Asia 0 0 Program Services Periodicals 2,748
South Asia 0 0 Program Services Conferences 338,727
South Asia 0 0 Program Services Standards and Others 394,974
South Asia 0 0 Grantmaking   30,247
Sub-Saharan Africa 0 0 Program Services Member & Public Imperatives 62,423
Sub-Saharan Africa 0 0 Program Services Periodicals 719
Sub-Saharan Africa 0 0 Program Services Conferences 251,686
Sub-Saharan Africa 0 0 Program Services Standards and Others 143,455
Sub-Saharan Africa 0 0 Grantmaking   4,788
3a Sub-total .....      
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 2 3 57,233,425
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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 38,640 Wire Transfer 0 Not Applicable  
Europe (including Iceland and Greenland) Engineering Development ` 173,142 Wire Transfer; Check 0 Not Applicable  
Europe (including Iceland and Greenland) Engineering Scholarship 14,652 Wire Transfer 0 Not Applicable  
Europe (including Iceland and Greenland) Engineering Fellowship 6,000 Wire Transfer 0 Not Applicable  
Europe (including Iceland and Greenland) Engineering Achievement Award 25,000 Wire Transfer 0 Not Applicable  
South America Engineering Development 20,800 Wire Transfer; Check 0 Not Applicable  
South Asia Engineering Development 15,000 Check 0 Not Applicable  
Sub-Saharan Africa Engineering Development 70,000 Wire Transfer 0 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
22
3 Enter total number of other organizations or entities .......................MediumBullet
4
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 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 Scholarship Central America and the Caribbean 1 1,000 Wire Transfers 0 Not Applicable Not Applicable
Engineering Development Central America and the Caribbean 4 5,148 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Achievement Award East Asia and the Pacific 268 113,641 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Development East Asia and the Pacific 73 18,201 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Fellowship East Asia and the Pacific 5 14,000 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Scholarship East Asia and the Pacific 6 6,500 Wire Transfers 0 Not Applicable Not Applicable
Engineering Achievement Award Europe (including Iceland and Greenland) 243 189,042 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Development Europe (including Iceland and Greenland) 19 54,377 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Fellowship Europe (including Iceland and Greenland) 6 28,000 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Scholarship Europe (including Iceland and Greenland) 7 32,091 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Achievement Award Middle East and North Africa 13 7,977 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Development Middle East and North Africa 4 1,990 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Fellowship Middle East and North Africa 1 1,000 Checks 0 Not Applicable Not Applicable
Engineering Achievement Award North America (including Canada and Mexico, but not the United States) 80 26,360 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Development North America (including Canada and Mexico, but not the United States) 12 16,755 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Fellowship North America (including Canada and Mexico, but not the United States) 1 1,000 Checks 0 Not Applicable Not Applicable
Engineering Scholarship North America (including Canada and Mexico, but not the United States) 4 3,711 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Achievement Award Russia and the newly independent States 7 4,105 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Development Russia and the newly independent States 3 1,171 Checks      
Engineering Fellowship Russia and the newly independent States 1 1,000 Checks 0 Not Applicable Not Applicable
Engineering Scholarship Russia and the newly independent States 2 2,500 Wire Transfers 0 Not Applicable Not Applicable
Engineering Achievement Award South America 11 5,217 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Development South America 10 6,899 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Scholarship South America 1 320 Checks 0 Not Applicable Not Applicable
Engineering Achievement Award South Asia 42 29,671 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Development South Asia 11 15,593 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Scholarship South Asia 29 29,000 Wire Transfers 0 Not Applicable Not Applicable
Engineering Achievement Award Sub-Saharan Africa 6 2,120 Checks; Wire Transfers 0 Not Applicable Not Applicable
Engineering Development Sub-Saharan Africa 2 1,200 Checks 0 Not Applicable Not Applicable
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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 separately 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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
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 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) 2018
Additional Data


Software ID: 18007995
Software Version: v1.00




Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) IEEE Foundation Inc
445 Hoes Lane
Piscataway,NJ08854 		23-1710664 501(c)(3) 2,852,540 0 Not Applicable Not Applicable Engineering Development
(2) AFCCE Scholarship Fund
1200 New York Ave NW
Washington,DC20005 		52-1126368 501(c)(6) 25,000 0 Not Applicable Not Applicable Engineering Scholarship
(3) American Automatic Control Council
Care Of Linda Bushnell UW EE
185 NE Stevens Way
Seattle,WA981952500 		11-6017940 501(c)(3) 6,000 0 Not Applicable Not Applicable Engineering Development
(4) Applied Superconductivity Conference Inc
2415 Stratton Dr
Potomac,MD208546228 		31-1627361 501(c)(3) 49,000 0 Not Applicable Not Applicable Engineering Development
(5) Curators of the University of Missouri
300 West 12 Street
202 Centennial Hall
Rolla,MO65409 		43-6006859 501(c)(3) 15,000 0 Not Applicable Not Applicable Engineering Achievement Award
(6) Georgia Tech Research Corporation
PO Box 100117
Atlanta,GA30384 		58-0603146 501(c)(3) 12,000 0 Not Applicable Not Applicable Engineering Development
(7) Indian Hills Community College Foundation
525 Grandview Ave
Ottumwa,IA52501 		23-7414672 501(c)(3) 6,000 0 Not Applicable Not Applicable Engineering Development
(8) Marshall University Research Corporation
One John Marshall Drive
Huntington,WV25755 		55-0683361 501(c)(3) 11,637 0 Not Applicable Not Applicable Engineering Development
(9) Massachusetts Institue of Technology
Cashiers Office
77 Massachusetts Ave
Cambridge,MA02139 		04-2103594 501(c)(3) 68,425 0 Not Applicable Not Applicable Engineering Development
(10) National Electronics Museum Inc
1745 W Nursery Rd
Linthicum,MD21090 		52-1226197 501(c)(3) 30,000 0 Not Applicable Not Applicable Engineering Development
(11) National Council on Radiation Protection and Measurement
7910 Woodmont Ave Suite 400
Bethesda,MD20814 		52-0806696 501(c)(3) 6,000 0 Not Applicable Not Applicable Engineering Development
(12) Santa Clara University
500 El Camino Real
Santa Clara,CA95053 		94-1156617 501(c)(3) 10,000 0 Not Applicable Not Applicable Engineering Development
(13) SDSN Association Inc
475 Riverside Drive
Suite 350
New York,NY10115 		47-3511012 501(c)(3) 25,000 0 Not Applicable Not Applicable Engineering Development
(14) Seeding Labs A Nonprofit Corporation
60 Milk Street 16 Floor
Boston,MA02109 		10-8267613 501(c)(3) 110,000 0 Not Applicable Not Applicable Engineering Development
(15) Texas A & M Engineering Experiment Station
Eastmark Centre
7607 Eastmark Drive Suite 112
College Station,TX77840 		74-1974733 501(c)(3) 8,000 0 Not Applicable Not Applicable Engineering Development
(16) The Rector & Visitors of the University of Virginia
1001 North Emmet St
PO Box 400195
Charlottesville,VA229044195 		54-6001796 501(c)(3) 15,000 0 Not Applicable Not Applicable Engineering Fellowship
(17) University of Nevada Las Vegas Foundation
4505 S Maryland Parkway
Las Vegas,NV89154 		94-2790134 501(c)(3) 40,000 0 Not Applicable Not Applicable Engineering Development
(18) Universidad Metropolitana SUAGM
Institutional Development Office
PO Box 21150
San Juan,PR00928 		66-0201206 501(c)(3) 9,750 0 Not Applicable Not Applicable Engineering Scholarship
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
17
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) Engineering Achievement Award 261 307,453 0 Not Applicable Not Applicable
(2) Engineering Development 36 62,974 0 Not Applicable Not Applicable
(3) Engineering Fellowship 21 366,015 0 Not Applicable Not Applicable
(4) Engineering Scholarship 12 14,500 0 Not Applicable Not Applicable
(4)
(5)
(6)
(7)
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) 2018



Additional Data


Software ID: 18007995
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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
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 on 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on 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) 2018

Schedule J (Form 990) 2018
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 on 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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Stephen Welby
Assistant Secretary & Executive Director 		(i)

(ii)		 616,562
-------------
0 		0
-------------
0 		41,418
-------------
0 		186,438
-------------
0 		500
-------------
0 		844,918
-------------
0 		0
-------------
0
2E James Prendergast -See Schedule O
Assistant Secretary & Executive Director 		(i)

(ii)		 118,183
-------------
0 		200,000
-------------
0 		880,326
-------------
0 		27,023
-------------
0 		256
-------------
0 		1,225,788
-------------
0 		684,415
-------------
0
3Thomas R Siegert
Assistant Treasurer, Staff Executive & CFO 		(i)

(ii)		 417,219
-------------
0 		121,500
-------------
0 		27,699
-------------
0 		36,500
-------------
0 		8,877
-------------
0 		611,795
-------------
0 		0
-------------
0
4Mary Ward-Callan
Managing Director - Technical Activities 		(i)

(ii)		 377,069
-------------
0 		58,250
-------------
0 		55,596
-------------
0 		36,500
-------------
0 		9,333
-------------
0 		536,748
-------------
0 		0
-------------
0
5Michael B Forster
Managing Director - Publications 		(i)

(ii)		 349,525
-------------
0 		61,800
-------------
0 		24,488
-------------
0 		21,313
-------------
0 		6,658
-------------
0 		463,784
-------------
0 		0
-------------
0
6Donna Hourican
Staff Executive Corporate Activities 		(i)

(ii)		 301,763
-------------
0 		49,640
-------------
0 		21,487
-------------
0 		36,500
-------------
0 		0
-------------
0 		409,390
-------------
0 		0
-------------
0
7Karen L Hawkins
Chief Marketing Officer 		(i)

(ii)		 286,175
-------------
0 		42,450
-------------
0 		20,890
-------------
0 		36,500
-------------
0 		8,004
-------------
0 		394,019
-------------
0 		0
-------------
0
8Cherif Amirat
Chief Information Officer 		(i)

(ii)		 343,826
-------------
0 		51,300
-------------
0 		12,748
-------------
0 		36,500
-------------
0 		11,746
-------------
0 		456,120
-------------
0 		0
-------------
0
9Cecelia Jankowski
Managing Director Member & Geographic Activities 		(i)

(ii)		 298,180
-------------
0 		40,810
-------------
0 		18,280
-------------
0 		36,500
-------------
0 		3,599
-------------
0 		397,369
-------------
0 		0
-------------
0
10Konstantinos Karachalios
Managing Director - IEEE Standards 		(i)

(ii)		 386,594
-------------
0 		58,350
-------------
0 		36,538
-------------
0 		36,500
-------------
0 		0
-------------
0 		517,982
-------------
0 		0
-------------
0
11Francis Staples
Senior Director Global Sales & Customer Operations 		(i)

(ii)		 189,908
-------------
0 		198,556
-------------
0 		31,616
-------------
0 		36,500
-------------
0 		9,544
-------------
0 		466,124
-------------
0 		0
-------------
0
12Emily Csernica
Director North America Sales 		(i)

(ii)		 111,490
-------------
0 		312,651
-------------
0 		25,081
-------------
0 		21,313
-------------
0 		8,265
-------------
0 		478,800
-------------
0 		0
-------------
0
13Jean Jennings
Director - International Sales 		(i)

(ii)		 166,240
-------------
0 		207,529
-------------
0 		44,530
-------------
0 		36,500
-------------
0 		4,060
-------------
0 		458,859
-------------
0 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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 unit Vice President or President, or, in the case of Staff, the IEEE Executive Director. 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 in 2018 including Konstantinos Karachalios, Managing Director IEEE Standards; Francis Staples, Senior Director Global Sales & Customer Operations; and Jean Jennings, Director- International Sales. No part of these reimbursements was 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 James Jefferies, as President & CEO in 2018, received reimbursement in 2018 for spousal travel incurred in 2018. These reimbursements were treated as taxable compensation and reported on Form 1099MISC. Employees are not reimbursed for travel expenses of companions. 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). James Jefferies, as President & CEO in 2018, received a tax indemnification and gross-up payment in 2018 for spousal travel incurred in 2018. 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 consisting of the IEEE President & CEO, the IEEE Past President, and the IEEE President-Elect (The Executive Performance and Compensation Committee) is charged with evaluating the total compensation package of the IEEE Executive Director (ED) and Chief Operations Officer (COO) and a committee of Independent Board members and non-board members (The IEEE Employee Benefits & Compensation Committee) is charged with evaluating the total compensation package of the other selected executives and Board members, called "Disqualified Persons,"excluding the IEEE ED & COO. The Compensation Consultant provided these committees 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 Compensation 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 Committees then review individual and market data. The Committees then debated and documented its decisions about what is reasonable and its decision-making process for multiple disqualified persons. The Compensation Consultant then provided a "presumption of reasonable compensation" letter for the IEEE's files. DISQUALIFIED INDIVIDUALS include the following: 1. The IEEE Board of Directors; 2. Executive Director and Chief Operating Officer (COO), IEEE (Stephen Welby, MBA, M.S.); 3. Chief Financial Officer and Acting Chief Human Resources Officer (Thomas Siegert, MBA, CPA); 4. Staff Executive, Corporate Activities (Donna Hourican); 5. Managing Director, Publications (Michael Forster, M. Eng.); 6. Chief Information Officer (Cherif Amirat, MBA, Ph.D.); 7. Chief Marketing Officer (Karen Hawkins); 8. Managing Director, Technical Activities (Mary Ward-Callan, MSEE,CAE); 9. Managing Director, Membership & Geographic Activities (Cecelia Jankowski, MBA.,M.S.); 10. Managing Director, Standards Association (Konstantinos Karachalios, Ph.D.); 11. Managing Director, Educational Activities (James Moesch, MBA) 12. Managing Director, IEEE-USA (Chris Brantley, Esq.); 13. General Counsel and Chief Compliance Officer (Eileen Lach, Esq. from January to April 2018, Jack Bailey, Esq. assumed the position from April to December 2018); 14. Senior Director, Global Sales & Customer Operations (Francis Staples, MBA); 15. Lead Director, Professional Education & Services (Jonathan Dahl); 16. Executive Director, IEEE Foundation (Karen Galuchie); 17. Senior Manager, Strategic Programs (Elisabeth Surmont - family of disqualified person); 18. Sales Representative (Thomas M. Callan - family of disqualified person)
Schedule J, Part I, Line 4 E James Prendergast, Executive Director & COO (employment ended on January 2, 2018) and Stephen Welby, Executive Director & COO (assumed the position from January 2, 2018) are the only participants in a nonqualified, unfunded, deferred compensation plan under section 457(f) of the IRS code. Column C of Part II, Schedule J, Retirement and Other Deferred Compensation, includes 2018 tax year's accrual amounts $150,000 for Stephen Welby. Column F of Part II, Schedule J, Compensation in Column (B) Reported as deferred on prior Form 990, includes $684,415 for E James Prendergast
Schedule J, Part I, Line 5 Emily Csernica $262,651 Commissions; Jean Jennings $197,529 Commissions; and Francis Stapes $188,556 Commissions
Schedule J, Part II COLUMN B(iii)-OTHER REPORTABLE COMPENSATION: Other Reportable Compensation includes if applicable, payments related to Severance, Vacation Payout, IRS Sec. 457(b) Plan, IRS Sec. 457(f) Plan, Defined Contribution Cash Payout, and Long Term Disability Premiums.
Schedule J (Form 990) 2018
Additional Data


Software ID: 18007995
Software Version: v1.00
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INC
 
Employer identification number

13-1656633
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Thomas M Callan Family Member of Current Key Employee Mary Ward-Callan 70,668 Employment   No
(2) Beth Surmont Expires tax year 2019 Family Member of Former Key Employee Elena Gerstmann 87,310 Employment   No
(3) Susan Walsh Expires tax year 2021 Family Member of Current Director & Secretary of IEEE, William P. Walsh 8,750 Independent Contractor   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007995
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
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 a total of 422,460 members in 2018 over 160 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, Audit Committee and the CFO/Assistant 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 consisting of the IEEE President & CEO, the IEEE Past President, and the IEEE President-Elect (The Executive Performance and Compensation Committee) is charged with evaluating the total compensation package of the IEEE Executive Director (ED) and Chief Operations Officer (COO) and a committee of Independent Board members and non-board members (The IEEE Employee Benefits & Compensation Committee) is charged with evaluating the total compensation package of the other selected executives and Board members, called "Disqualified Persons,"excluding the IEEE ED & COO. The Compensation Consultant provided these committees 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 Compensation 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 Committees then review individual and market data. The Committees then debated and documented its decisions about what is reasonable and its decision-making process for multiple disqualified persons. The Compensation Consultant then provided a "presumption of reasonable compensation" letter for the IEEE's files. DISQUALIFIED INDIVIDUALS include the following: 1. The IEEE Board of Directors; 2. Executive Director and Chief Operating Officer (COO), IEEE (Stephen Welby, MBA, M.S.); 3. Chief Financial Officer and Acting Chief Human Resources Officer (Thomas Siegert, MBA, CPA); 4. Staff Executive, Corporate Activities (Donna Hourican); 5. Managing Director, Publications (Michael Forster, M. Eng.); 6. Chief Information Officer (Cherif Amirat, MBA, Ph.D.); 7. Chief Marketing Officer (Karen Hawkins); 8. Managing Director, Technical Activities (Mary Ward-Callan, MSEE,CAE); 9. Managing Director, Membership & Geographic Activities (Cecelia Jankowski, MBA.,M.S.); 10. Managing Director, Standards Association (Konstantinos Karachalios, Ph.D.); 11. Managing Director, Educational Activities (James Moesch, MBA) 12. Managing Director, IEEE-USA (Chris Brantley, Esq.); 13. General Counsel and Chief Compliance Officer (Eileen Lach, Esq. from January to April 2018, Jack Bailey, Esq. assumed the position from April to December 2018); 14. Senior Director, Global Sales & Customer Operations (Francis Staples, MBA); 15. Lead Director, Professional Education & Services (Jonathan Dahl); 16. Executive Director, IEEE Foundation (Karen Galuchie); 17. Senior Manager, Strategic Programs (Elisabeth Surmont - family of disqualified person); 18. Sales Representative (Thomas M. Callan - family of disqualified person)
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 For each person listed in Column A who is an Officer or Director, the average hours per week is stated as 10; however, the actual hours per week vary between 10 and 40. For each person listed as a Director, the average hours per week is stated as 5; however, the actual hours per week vary between 5 and 20. For each person listed who is an employee, the average number of hours per week is stated as 40; however, the actual hours per week vary between 40 and 80.
Form 990, Part VII, Section A, Line 1b E James Prendergast's employment with IEEE ended on January 2, 2018, while Stephen Welby assumed the position as Assistant Secretary and Executive Director on January 2, 2018.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID: 18007995
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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
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 1,082,233 1,102,849 Institute of Electrical and Electronics Engineers Inc
 
(2) IEEE International LLC
445 Hoes Lane
Piscataway,NJ08854
45-0570011 		Non-Profit activities - Scientific & Educational DE 0 233,000 Institute of Electrical and Electronics Engineers Inc
 
(3) IEEE Global LLC
445 Hoes Lane
Piscataway,NJ08854
13-1656633 		Non-Profit activities - Scientific and Educational DE 57 18,062 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) 10 N/A
 
No
(3)IEEE Worldwide Limited
445 Hoes Lane

Piscataway,NJ08854
46-3332937 		Scientific & Educational NY 501(c)(3) 10 Institute of Electrical and Electronics Engineers Inc
 
 
No
(4)Global IEEE Institute for Engineers India
26/1 5th Floor WTC Brigade Gateway
DR Rajkumar Road Malleswaram West
Bangalore   560 055
IN
Scientific & Educational IN 501(c)(3) 10 N/A
 
No
(5)IEEE Technology Centre GmbH
Heinestrasse 38
Vienna    
AU
Engage in research development and innovation in the field of engineering AU 501(c)(3) 10 Institute of Electrical and Electronics Engineers Inc
 
 
No




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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 1,888,817 36,115,382 100 % Yes  
(2) IEEE Europe GmbH

c/o Fiducia-Intergest SA
Rue Joseph-Girad
Carouge   24-1227
SZ
Support services, 813000 Business Activity Code, Administrative, Marketing & Promotion SZ Institute of Electrical and Electronics Engineers Inc
  		C 8,668 0 100 %   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 2,329 100 %   No
(4) IEEE GlobalSpec Inc

201 Fuller Road Suite 202
Albany,NY12203
14-1816368 		Online advertising, website, and catalog engineering NY IEEE Inc
  		C 29,041,350 23,441,367 100 % Yes  






Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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
Yes
 
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
Yes
 
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 Inc

 a-i 1,927,150 Accrual
(2) IEEE GlobalSpec Inc

 a-i 151,232 Accrual
(3) IEEE Inc

 d 40,494,980 Accrual
(4) IEEE GlobalSpec Inc

 d 4,891,778 Accrual


Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) 2018
Schedule R (Form 990) 2018
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) 2018

Additional Data


Software ID: 18007995
Software Version: v1.00