Civic Intelligence

The Automation Federation

EIN 20-5430819 • 501(c)3 • Durham, NC

Profile

The automation federation is an association of member organizations providing awareness, programs, and services that continually advance the automation profession for the betterment of humanity.

3252 South Miami Blvd 102Durham, NC 27703

www.automationfederation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$0

Down $324,395 (-100%) from 2023

Liabilities

Down

$0

Down $2,857 (-100%) from 2023

Net Assets

Down

$0

Down $321,538 (-100%) from 2023

Revenue

Flat

$0

Flat from 2023

Expenses

Up

$321,538

Up $69,348 (+27%) from 2023

Net Income

Down

-$321,538

Down $69,348 (-27%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $661,635Liabilities 2011: $612,904Net Assets 2011: $48,7312011Assets 2012: $429,449Liabilities 2012: $381,829Net Assets 2012: $47,6202012Assets 2013: $727,113Liabilities 2013: $385,263Net Assets 2013: $341,8502013Assets 2014: $749,286Liabilities 2014: $332,121Net Assets 2014: $417,1652014Assets 2015: $857,620Liabilities 2015: $367,756Net Assets 2015: $489,8642015Assets 2016: $942,397Liabilities 2016: $318,276Net Assets 2016: $624,1212016Assets 2017: $1,119,675Liabilities 2017: $266,903Net Assets 2017: $852,7722017Assets 2018: $1,306,076Liabilities 2018: $67,665Net Assets 2018: $1,238,4112018Assets 2020: $843,484Liabilities 2020: $88,703Net Assets 2020: $754,7812020Assets 2021: $474,783Liabilities 2021: $30,170Net Assets 2021: $444,6132021Assets 2022: $573,728Liabilities 2022: $0Net Assets 2022: $573,7282022Assets 2023: $324,395Liabilities 2023: $2,857Net Assets 2023: $321,5382023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $249,054Expenses 2011: $250,154Net Income 2011: -$1,1002011Revenue 2012: $549,787Expenses 2012: $550,898Net Income 2012: -$1,1112012Revenue 2013: $525,018Expenses 2013: $230,788Net Income 2013: $294,2302013Revenue 2014: $527,740Expenses 2014: $452,425Net Income 2014: $75,3152014Revenue 2015: $516,490Expenses 2015: $443,791Net Income 2015: $72,6992015Revenue 2016: $504,698Expenses 2016: $373,180Net Income 2016: $131,5182016Revenue 2017: $500,000Expenses 2017: $271,349Net Income 2017: $228,6512017Revenue 2018: $752,370Expenses 2018: $366,731Net Income 2018: $385,6392018Revenue 2020: $0Expenses 2020: $529,974Net Income 2020: -$529,9742020Revenue 2021: $0Expenses 2021: $310,168Net Income 2021: -$310,1682021Revenue 2022: $500,000Expenses 2022: $370,885Net Income 2022: $129,1152022Revenue 2023: $0Expenses 2023: $252,190Net Income 2023: -$252,1902023Revenue 2024: $0Expenses 2024: $321,538Net Income 2024: -$321,5382024

Highlighted filing

2024

Revenue$0
Expenses$321,538
Net Income-$321,538

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.32$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.00$0.25$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.50$0.37$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.03$0.44$0.00$0.31$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.09$0.75$0.00$0.53$0.53
2018Summary only. Only limited summary data is available for this year.$1.31$0.07$1.24$0.75$0.37$0.39
2017Summary only. Only limited summary data is available for this year.$1.12$0.27$0.85$0.50$0.27$0.23
2016Summary only. Only limited summary data is available for this year.$0.94$0.32$0.62$0.50$0.37$0.13
2015Summary only. Only limited summary data is available for this year.$0.86$0.37$0.49$0.52$0.44$0.07
2014Summary only. Only limited summary data is available for this year.$0.75$0.33$0.42$0.53$0.45$0.08
2013Summary only. Only limited summary data is available for this year.$0.73$0.39$0.34$0.53$0.23$0.29
2012Summary only. Only limited summary data is available for this year.$0.43$0.38$0.05$0.55$0.55$0.00
2011Summary only. Only limited summary data is available for this year.$0.66$0.61$0.05$0.25$0.25$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

The automation federation is an association of member organizations providing awareness, programs, and services that continually advance the automation profession for the betterment of humanity.

The automation federation enables its members to more effectively fulfill their missions, advance the science and engineering of automation technologies and applications, and develop the workforce needed to capitalize on the benefits of automation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$324,395$0▼ $324,395
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$324,395$0▼ $324,395
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,857--
Total Liabilities$2,857$0▼ $2,857
Net Assets / Fund Balance
Net Assets With Donor Restrictions$321,538$0▼ $321,538
Total Net Assets Fund Balance$321,538$0▼ $321,538
Total Liabilities and Net Assets / Fund Balance$324,395$0▼ $324,395
Compensation and Service Providers

Board Members and Trustees

NameTitle
Claire FallonCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-321,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$321,538
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$321,538--$321,538
Total Functional Expenses$321,538$0$0$321,538
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
International Society of AutomationDurham, NC501(c)(3)Transfer Cash Balance to Isa$321,538
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Members elect the members of the governing body.

Form 990, Part VI, Section A, Line 8B

There are no committees with authority to act on behalf of the giverning body.

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by accounting staff (including cfo) as well as the ceo prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

Automation federation officers, board members, and committee members with actual or possible conflicts of interest have a duty to disclose the existence and nature of the financial interest to the automation federation body considering the proposed transaction. If a conflict of interest is determined to exist, the board or committee will investigate alternatives to the proposed arrangement that do not involve any conflicts of interest. If no reasonable alternative exists, the board or committee must determine, by majority vote of disinterested members that the transaction is in the automation federation's best interest and is fair and reasonable. The conflicted individual will not participate in discussions or votes on any proposed transactions in which he or she has a financial interest. Proceedings resulting from conflicts of interest will be documented in meeting minutes.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The Automation Federation
EIN
20-5430819
Phone
9193952270
Address
3252 SOUTH MIAMI BLVD 102, DURHAM, NC 27703

Signing Officer

Name
Claire Fallon
Title
CEO
Phone
9193952270
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Claire Fallon
Formed
2006
Legal Domicile
Nc
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
Kathrine a Warlick
Phone
7049985200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

The organization liquidated its remaining assets and was dissolved on october 10, 2024.

Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE AUTOMATION FEDERATION ENABLES ITS MEMBERS TO MORE EFFECTIVELY FULFILL THEIR MISSIONS, ADVANCE THE SCIENCE AND ENGINEERING OF AUTOMATION TECHNOLOGIES AND APPLICATIONS, AND DEVELOP THE WORKFORCE NEEDED TO CAPITALIZE ON THE BENEFITS OF AUTOMATION.
IRS990/AnnualDisclosureCoveredPrsnInd01
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt00
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DescribedInSection501c3Ind01
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IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0321538
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/ForeignActivitiesInd00
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IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt033909
IRS990/Form990PartVIISectionAGrp/PersonNm0CLAIRE FALLON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0450072
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0321538
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0321538
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0321538
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt00
IRS990/GroupExemptionNum08522
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE AUTOMATION FEDERATION IS AN ASSOCIATION OF MEMBER ORGANIZATIONS PROVIDING AWARENESS, PROGRAMS, AND SERVICES THAT CONTINUALLY ADVANCE THE AUTOMATION PROFESSION FOR THE BETTERMENT OF HUMANITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0321538
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CLAIRE FALLON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0252190
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IRS990/PYRevenuesLessExpensesAmt0-252190
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0252190
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-321538
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
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IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0500000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0500000
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0500000
IRS990ScheduleA/Total509Grp/TotalAmt0500000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0500000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0500000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TRANSFER CASH BALANCE TO ISA
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IRS990ScheduleI/RecipientTable/RecipientEIN0250921042
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CLAIRE FALLON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE COMPENSATION COMMITTEE OF INTERNATIONAL SOCIETY OF AUTOMATION, WHICH REPRESENTS THE EXECUTIVE BOARD, REVIEWS THE PERFORMANCE AND COMPENSATION OF THE EXECUTIVE DIRECTOR/CEO ANNUALLY. A FORMAL WRITTEN PERFORMANCE APPRAISAL IS COMPLETED AND A FACE TO FACE MEETING IS HELD BETWEEN THE COMPENSATION COMMITTEE AND EXECUTIVE DIRECTOR/CEO. EACH YEAR, EXECUTIVE COMPENSATION IS REVIEWED AGAINST INDUSTRY DATA PROVIDED BY SALARY SURVEYS CONDUCTED BY ASAE (AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES), CESSE (COUNCIL OF ENGINEERING AND SCIENTIFIC SOCIETY EXECUTIVES), AND CAPITAL ASSOCIATE INDUSTRIES TO CONFIRM THAT EXECUTIVE COMPENSATION FALLS WITHIN INDUSTRY NORMS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0INTERNATIONAL SOCIETY OF AUTOMATION
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-01-11
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0250921042
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0321538
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt03252 SOUTH MIAMI BLVD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0DURHAM
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0NC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd027703
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION LIQUIDATED ITS REMAINING ASSETS AND WAS DISSOLVED ON OCTOBER 10, 2024.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GIVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS REVIEWED BY ACCOUNTING STAFF (INCLUDING CFO) AS WELL AS THE CEO PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AUTOMATION FEDERATION OFFICERS, BOARD MEMBERS, AND COMMITTEE MEMBERS WITH ACTUAL OR POSSIBLE CONFLICTS OF INTEREST HAVE A DUTY TO DISCLOSE THE EXISTENCE AND NATURE OF THE FINANCIAL INTEREST TO THE AUTOMATION FEDERATION BODY CONSIDERING THE PROPOSED TRANSACTION. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE BOARD OR COMMITTEE WILL INVESTIGATE ALTERNATIVES TO THE PROPOSED ARRANGEMENT THAT DO NOT INVOLVE ANY CONFLICTS OF INTEREST. IF NO REASONABLE ALTERNATIVE EXISTS, THE BOARD OR COMMITTEE MUST DETERMINE, BY MAJORITY VOTE OF DISINTERESTED MEMBERS THAT THE TRANSACTION IS IN THE AUTOMATION FEDERATION'S BEST INTEREST AND IS FAIR AND REASONABLE. THE CONFLICTED INDIVIDUAL WILL NOT PARTICIPATE IN DISCUSSIONS OR VOTES ON ANY PROPOSED TRANSACTIONS IN WHICH HE OR SHE HAS A FINANCIAL INTEREST. PROCEEDINGS RESULTING FROM CONFLICTS OF INTEREST WILL BE DOCUMENTED IN MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL SOCIETY OF AUTOMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0250921042
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRAINING AND CERTIFICATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03252 S MIAMI BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DURHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0324395
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0324395
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0321538
IRS990/TotalFunctionalExpensesGrp/TotalAmt0321538
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02857
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02857
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0321538
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt033909
IRS990/TotalProgramServiceExpensesAmt0321538
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0324395
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt0450072
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03252 SOUTH MIAMI BLVD 102
IRS990/USAddress/CityNm0DURHAM
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027703
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.AUTOMATIONFEDERATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE FALLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09193952270
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AUTOMATION FEDERATION
ReturnHeader/Filer/BusinessNameControlTxt0AUTO
ReturnHeader/Filer/EIN0205430819
ReturnHeader/Filer/PhoneNum09193952270
ReturnHeader/Filer/USAddress/AddressLine1Txt03252 SOUTH MIAMI BLVD 102
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST TRADE STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028202
ReturnHeader/PreparerPersonGrp/PhoneNum07049985200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHRINE A WARLICK
ReturnHeader/ReturnTs02025-10-30T11:18:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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