International Council on Systems Engineering

Not tax-deductible

W Lafayette, IN501(c)(6)Since 1991EIN 77-0294074

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To address complex societal and technical challenges by enabling, promoting, and advancing Systems Engineering and systems approaches.

Run by 1,000 volunteers.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $260K a year · 6% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Pay to officers and key staff
$974K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 9.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $22K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.5M
21% of total assets
Looks good: liabilities are 21% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.3M
+32% vs prior year
Spent
$6.2M
Net assets
$5.6M
By yearFY2020–FY2024
Revenue
$6.3M
FY2024▲ +32%
Revenue by fiscal year
FY2020$3.5M
FY2021$3.1M
FY2022$4.3M
FY2023$4.8M
FY2024$6.3M
Expenses
$6.2M
FY2024▲ +20%
Expenses by fiscal year
FY2020$2.8M
FY2021$2.5M
FY2022$4.2M
FY2023$5.2M
FY2024$6.2M
Net assets
$5.6M
FY2024▲ +3%
Net assets by fiscal year
FY2020$5.0M
FY2021$5.6M
FY2022$5.8M
FY2023$5.4M
FY2024$5.6M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

19 people listed on the 990; $974K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$273,813Pt VII · Sec A
Head of Technical Products and Services
$176,000Pt VII · Sec A
Head of IT
$140,000Pt VII · Sec A
Certification Manager
$133,984Pt VII · Sec A
Head of Marketing
$128,992Pt VII · Sec A
Head of Events
$121,660Pt VII · Sec A
Director, Strategic Integration
$0Pt VII · Sec A
Director, Emea Sector
$0Pt VII · Sec A

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2024FY2023
Stephen Records$273,813$209,250
Erika Palmer$176,000—
Jay McGraw$140,000—
Courtney Wright$133,984—
Honor Lind$128,992$132,774
Naina Vasudeva$121,660—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advance systems engineering to solve complex societal and technical problems.

Provided by the organization

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3 program services, described in the organization's own filed words · FY2024.
01

Academic Events and Outreach

Incose's international workshop is the event of the year for systems engineers to contribute to the state of the art. Unlike incose's annual international symposium and other conferences, there are no paper, panel or tutorial presentations.

Pt IX · col B
02

Membership

New skills are attained and skills can be honed though several of incose's venues. The annual international symposium features papers, panel presentations, and tutorials. It is also one of the two times each year when our technical committees and working groups meet in person. The annual international workshop is the other event.

Pt IX · col B
03

Certification

Certification is a formal process whereby a community of knowledgeable, experienced, and skilled representatives of an organization, such as incose, provides confirmation of an individual's competency (demonstrated knowledge, education, and experience) in a specified profession.

Pt IX · col B

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2020
Total grants receivedfrom 1 funder$22K
Grants paid · 7 grants · $107K · 2020–2024
Incose FoundationCA · FY2024$20,291
Incose FoundationCA · FY2023$24,568
The People's FundHI · FY2023$10,000
NativeFY2023$5,070
Incose FoundationCA · FY2022$12,000
Incose FoundationCA · FY2021$12,000
Incose FoundationCA · FY2020$23,523

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$6.3M
Ln 12
Fees for servicesLn 2g$5.7M
Investment incomeLn 3$402K
Other incomeLn 4–11$225K
Money outPt IX
$6.2M
Ln 25
Owns and owesPt X
$5.6M
net assets · Ln 32
Cash and savingsLn 1–2$5.1M
Total assetsLn 16$7.1M
LiabilitiesLn 26$1.5M
PeoplePt VI, VII
19
listed · VII A
PaidVII A6
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$5.7M
Investment incomeLn 3$402K
Other incomeLn 4–11$225K
Total revenueLn 12$6.3M
Assets in detailPt X, end of year
CashLn 1$1.1M
SavingsLn 2$4.0M
Cash and savings togetherLn 1–2$5.1M
Other assetsLn 15$1.1M
Total assetsLn 16$7.1M
LiabilitiesLn 26$1.5M
Net assetsLn 32$5.6M
OperationsPt I, VI
EmployeesI 50
VolunteersI 61,000
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$4.7M$5.1M
Total assetsLn 16$6.8M$7.1M
LiabilitiesLn 26$1.4M$1.5M
Net assetsLn 32$5.4M$5.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$20K
Pay of current officers, directors and key staffLn 5$274K
Other salaries and wagesLn 7$1.5M
Pension plan contributionsLn 8$81K
Other employee benefitsLn 9$14K
Payroll taxesLn 10$166K
Legal feesLn 11b$10K
Accounting feesLn 11c$17K
Other fees for servicesLn 11g$456K
Advertising and promotionLn 12$79K
Information technologyLn 14$301K
OccupancyLn 16$23K
TravelLn 17$287K
Conferences, conventions and meetingsLn 19$71K
InsuranceLn 23$33K
Other expenses (24a–d)Ln 24$2.7M
All other expensesLn 24e$121K
Total functional expensesLn 25$6.2M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $6.3M$6.2M$179K$5.6M 990 PDF
FY2023 $4.8M$5.2M−$331K$5.4M 990 PDF
FY2022 $4.3M$4.2M$137K$5.8M 990 PDF
FY2021 $3.1M$2.5M$609K$5.6M 990 PDF
FY2020 $3.5M$2.8M$704K$5.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $6,343,875 across 5 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,716,734$5,716,734
VIII-3 Investment incomeExcluded from tax $402,173$402,173
VIII-5 RoyaltiesExcluded from tax $120,989$120,989
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $103,979$103,979
VIII-12 Total revenueRelated to mission $5,716,734 · Unrelated business $103,979 · Excluded from tax $523,162$6,343,875
Part IX · Statement of functional expenses $6,164,686 across 17 lines filed
IX-1 Grants to domestic organizations$20,291
IX-5 Pay of current officers, directors and key staff$273,813
IX-7 Other salaries and wages$1,532,330
IX-8 Pension plan contributions$80,875
IX-9 Other employee benefits$14,174
IX-10 Payroll taxes$165,893
IX-11b Legal fees$9,641
IX-11c Accounting fees$17,223
IX-11g Other fees for services$455,969
IX-12 Advertising and promotion$79,101
IX-14 Information technology$301,150
IX-16 Occupancy$23,160
IX-17 Travel$286,891
IX-19 Conferences, conventions and meetings$70,876
IX-23 Insurance$33,486
IX-24 Other expenses (24a–d)$2,679,246
IX-24e All other expenses$120,567
IX-25 Total functional expenses$6,164,686
Part X · Balance sheet $7,070,533 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $1,113,460$1,115,672
X-2 Savings and temporary cash investmentsStart of year $3,572,970$3,969,737
X-4 Accounts receivableStart of year $554,193$542,886
X-9 Prepaid expenses and deferred chargesStart of year $494,156$295,073
X-15 Other assetsStart of year $1,083,586$1,147,165
X-16 Total assetsStart of year $6,818,365$7,070,533
X-17 Accounts payable and accrued expensesStart of year $267,593$157,600
X-19 Deferred revenueStart of year $1,078,668$1,233,642
X-25 Other liabilitiesStart of year $53,569$81,567
X-26 Total liabilitiesStart of year $1,399,830$1,472,809
X-27 Net assets without donor restrictionsStart of year $5,418,535$5,597,724
X-32 Total net assets or fund balancesStart of year $5,418,535$5,597,724
X-33 Total liabilities and net assetsStart of year $6,818,365$7,070,533
Part XI · Reconciliation of net assets $5,597,724 net assets at year end
XI-1 Total revenue$6,343,875
XI-2 Total expenses$6,164,686
XI-3 Revenue less expenses$179,189
XI-4 Net assets at start of year$5,418,535
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,597,724

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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