Civic Intelligence

Automation Standards Compliance Institute

EIN 26-0811966 • 501(c)6 • Durham, NC

Profile

The automation standards compliance institute (asci) was created to facilitate programs that assess automation-related standards compliance. The institute's charter includes a wide range of standards compliance assessments including software or hardware products, implementation methods, solutions, companies and individuals.

3252 South Miami Blvd 102Durham, NC 27703

www.isa100wci.org and www.isasecure.org

Siviq Scores

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

Liabilities / Assets

71st percentile

0.31x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.36x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

44th percentile

2.7%

Higher net margin than 44% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

34th percentile

0.9%

Faster asset growth than 34% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$1,332,219

Up $92,517 (+7.5%) from 2023

Liabilities

Up

$410,819

Up $61,917 (+18%) from 2023

Net Assets

Up

$921,400

Up $30,600 (+3.4%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin44th percentile

Revenue

Up

$1,130,376

Up $270,549 (+31%) from 2023

Expenses

Up

$1,099,776

Up $239,829 (+28%) from 2023

Net Income

Up

$30,600

Up $30,720 (+25600%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $479,904Liabilities 2010: $345,061Net Assets 2010: $134,8432010Assets 2011: $349,873Liabilities 2011: $271,638Net Assets 2011: $78,2352011Assets 2012: $436,298Liabilities 2012: $334,765Net Assets 2012: $101,5332012Assets 2013: $360,314Liabilities 2013: $244,981Net Assets 2013: $115,3332013Assets 2014: $308,153Liabilities 2014: $224,586Net Assets 2014: $83,5672014Assets 2015: $451,230Liabilities 2015: $287,469Net Assets 2015: $163,7612015Assets 2016: $486,089Liabilities 2016: $277,153Net Assets 2016: $208,9362016Assets 2017: $396,117Liabilities 2017: $214,807Net Assets 2017: $181,3102017Assets 2018: $528,500Liabilities 2018: $247,935Net Assets 2018: $280,5652018Assets 2019: $745,977Liabilities 2019: $343,594Net Assets 2019: $402,3832019Assets 2020: $1,009,090Liabilities 2020: $332,901Net Assets 2020: $676,1892020Assets 2021: $1,236,645Liabilities 2021: $324,985Net Assets 2021: $911,6602021Assets 2022: $1,309,339Liabilities 2022: $418,418Net Assets 2022: $890,9212022Assets 2023: $1,239,702Liabilities 2023: $348,902Net Assets 2023: $890,8002023Assets 2024: $1,332,219Liabilities 2024: $410,819Net Assets 2024: $921,4002024

Highlighted filing

2024

Assets$1,332,219
Liabilities$410,819
Net Assets$921,400
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $923,0302010Expenses 2011: $795,5622011Expenses 2012: $826,9982012Revenue 2013: $962,992Expenses 2013: $949,192Net Income 2013: $13,8002013Revenue 2014: $872,615Expenses 2014: $904,381Net Income 2014: -$31,7662014Revenue 2015: $895,148Expenses 2015: $814,954Net Income 2015: $80,1942015Revenue 2016: $888,752Expenses 2016: $843,577Net Income 2016: $45,1752016Revenue 2017: $881,025Expenses 2017: $908,651Net Income 2017: -$27,6262017Revenue 2018: $947,213Expenses 2018: $847,958Net Income 2018: $99,2552018Revenue 2019: $916,874Expenses 2019: $795,056Net Income 2019: $121,8182019Revenue 2020: $884,544Expenses 2020: $610,738Net Income 2020: $273,8062020Revenue 2021: $853,544Expenses 2021: $618,073Net Income 2021: $235,4712021Revenue 2022: $892,304Expenses 2022: $913,043Net Income 2022: -$20,7392022Revenue 2023: $859,827Expenses 2023: $859,947Net Income 2023: -$1202023Revenue 2024: $1,130,376Expenses 2024: $1,099,776Net Income 2024: $30,6002024

Highlighted filing

2024

Revenue$1,130,376
Expenses$1,099,776
Net Income$30,600
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,332,219
Liabilities
$410,819
Net assets
$921,400
Revenue
$1,130,376
Expenses
$1,099,776
Net income
$30,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.41$0.92$1.13$1.10$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.35$0.89$0.86$0.86$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.42$0.89$0.89$0.91$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.32$0.91$0.85$0.62$0.24
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.33$0.68$0.88$0.61$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.34$0.40$0.92$0.80$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.25$0.28$0.95$0.85$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.21$0.18$0.88$0.91$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.28$0.21$0.89$0.84$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.29$0.16$0.90$0.81$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.22$0.08$0.87$0.90$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.24$0.12$0.96$0.95$0.01
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.33$0.10$0.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.27$0.08$0.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.35$0.13$0.92
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
$1,130,376
Mission and Program Overview

Mission

The automation standards compliance institute (asci) was created to facilitate programs that assess automation-related standards compliance. The institute's charter includes a wide range of standards compliance assessments including software or hardware products, implementation methods, solutions, companies and individuals.

Evaluates compliance with automation standards across technologies, methods, and individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,188,702$1,308,620▲ $119,918
Land, Buildings, and Equipment, Net$40,000$20,000▼ $20,000
Prepaid Expenses and Deferred Charges$11,000$2,552▼ $8,448
Total Assets$1,239,702$1,332,219▲ $92,517
Other Assets Total$0$1,047▲ $1,047
Liabilities
Deferred Revenue$278,117$232,547▼ $45,570
Other Liabilities$24,023$117,304▲ $93,281
Accounts Payable and Accrued Expenses$46,762$60,968▲ $14,206
Total Liabilities$348,902$410,819▲ $61,917
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$890,800$921,400▲ $30,600
Total Net Assets Fund Balance$890,800$921,400▲ $30,600
Total Liabilities and Net Assets / Fund Balance$1,239,702$1,332,219▲ $92,517

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,000$40,000$60,000
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Marty BinceChairman, Isa Past Pre.
David LeeVice Chairman
Andre RistainoManaging Director
Michael HammAt-large Compliance Expert
Hugh WebsterAt-large Legal Counsel
Claire FallonCEO
Michela CobbCFO
Ardis BartleIsa Treasurer (as of 1/24)
Steve MustardIsa Treasurer (thru 1/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
Michael BrazdaConsulting-marketing & Operations1627 HOLLY HILL DRIVE, Durham, NC 27713$124,575
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,040,646
Investment Income
$44,430
Other Revenue
$45,300
Change in Net Assets
$30,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$858,594
Salaries, Compensation, and Employee Benefits$241,182
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$495,694
Advertising---$219,486
Other Salaries and Wages---$182,292
Other Expenses---$77,286
Other Employee Benefits---$58,890
Fees for Services Legal---$23,064
Depreciation Depletion---$20,000
Travel---$17,657
Office Expenses---$5,407
Total Functional Expenses$0$0$0$1,099,776
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
In-house lobbying only
Yes
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Section 527 Activity Spending$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affilate$117,304
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The company or organization that has joined asci to participate in the forums through execution of the membership agreement. Asci forums (interest groups) will create membership levels and entitlements according to the needs of the forum. Fees and membership categories will vary among the forums and are determined by the forum's founding leaders and ultimately the established board of governance for each forum. Isa security compliance institute member classes are strategic member, technical member, associate member, government member, and adopter/supporter member. Isa100 wireless compliance institute member classes are board member, supplier member, and non-supplier member.”

Form 990, Part VI, Section A, Line 7A

“The board is comprised of members elected as delegates by other voting members of the organization. Those delegates also have the power to appoint certain ex officio directors from outside the membership.”

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

“The documents are reviewed by internal staff as well as the executive director and treasurer. Form 990 is reviewed by my managament and the society-elected treasurer either before or after the filing.”

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

“An asci institute leader has an obligation to be alert to any actual or potential conflicts of interest. If a transaction is or may be subject to review by an asci governing body, an interested asci institute leader will promptly disclose any actual or potential conflict of interest to, and abstain from any participation in the discussion or decision of, the respective governing body with respect to that transaction. After disclosure of the actual or potential conflict of interest, the interested asci institute leader shall leave the meeting and the remaining members shall determine if a conflict of interest actually exists. The disclosure shall be communicated by the interested asci institute leader in a neutral context; that is, the interested asci institute leader will not state any position or advocate the adoption of any position on the transaction in his or her initial disclosure concerning the actual or potential conflict of interest. Thereafter, if an actual conflict of interest is determined to exist, the interested asci institute leader will refrain from initiating any discussions, publicly and privately, regarding the transaction with other members of the governing body that will make any decision concerning the transaction. The governing body will give the interested asci institute leader a fair and appropriate opportunity to submit a written position statement regarding the transaction to the governing body before consideration of the transaction is concluded, but the interested asci institute leader shall initiate no other discussions or participation in the decision making process. The governing body shall have complete authority to ascribe whatever weight it deems appropriate to the interested asci institute leader's written statement in light of the disclosed conflict of interest. All deliberation and decisions regarding potential conflicts of interest are documented in the 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
Automation Standards Compliance
EIN
26-0811966
Phone
9199909222
Address
3252 SOUTH MIAMI BLVD 102, DURHAM, NC 27703
Doing Business As
Asci

Signing Officer

Name
Claire Fallon
Title
CEO
Phone
9199909222
Signed
2025-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Claire Fallon
Formed
2006
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
7

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 IX, Line 11G

“Security services 7,587. Compliance services 93,172. Technical support services 260,482. Other professional fees 134,453.”

FORM 990, PART XII, LINE 2C:

“The process for oversight and selection of an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Isa is exempt from income taxes under section 501(c)(3) of the internal revenue code (irc) and is not a private foundation under irc section 509(a)(1). Asci is exempt from income taxes under section 501(c)(6) of the irc. Isae is not subject to income taxes in the united states of america under the irc as it is a foreign entity. Acom is a north carolina limited liability company, and as such, is considered a disregarded entity for tax purposes. Isa and asci file as tax-exempt organizations. Management is not aware of any activities that would jeopardize the tax-exempt status of either isa or asci. Management is not aware of any significant activities that are subject to tax on unrelated business income or excise or other taxes for either isa or asci. Isa and asci follow the guidance in the income tax standard regarding the recognition and measurement of uncertain tax positions. This guidance had no significant impact on the consolidated financial statements for the years ended december 31, 2024 and 2023.”

Raw XML AppendixShowing 400 of 451 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt046762
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt060968
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EVALUATES COMPLIANCE WITH AUTOMATION STANDARDS ACROSS TECHNOLOGIES, METHODS, AND INDIVIDUALS.
IRS990/AdvertisingGrp/TotalAmt0219486
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT PYTELL
IRS990/BooksInCareOfDetail/PhoneNum09199909439
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03252 SOUTH MIAMI BLVD SUITE 102
IRS990/BooksInCareOfDetail/USAddress/CityNm0DURHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027703
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01188702
IRS990/CashNonInterestBearingGrp/EOYAmt01308620
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0124575
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01627 HOLLY HILL DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DURHAM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd027713
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0MICHAEL BRAZDA
IRS990/ContractorCompensationGrp/ServicesDesc0CONSULTING-MARKETING & OPERATIONS
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt044430
IRS990/CYOtherExpensesAmt0858594
IRS990/CYOtherRevenueAmt045300
IRS990/CYProgramServiceRevenueAmt01040646
IRS990/CYRevenuesLessExpensesAmt030600
IRS990/CYSalariesCompEmpBnftPaidAmt0241182
IRS990/CYTotalExpensesAmt01099776
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01130376
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0278117
IRS990/DeferredRevenueGrp/EOYAmt0232547
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt020000
IRS990/Desc0THE ISA SECURITY COMPLIANCE INSTITUTE (ISCI) OPERATES AN OPERATIONAL TECHNOLOGY (OT) CYBERSECURITY CONFORMITY ASSESSMENT (CA) SCHEME THAT CERTIFIES CONTROL SYSTEM PRODUCTS TO THE ISA/IEC 62443 SERIES OF STANDARDS. RELATED ACTIVITIES INCLUDE COLLABORATION WITH OTHER INDUSTRY GROUPS SUCH AS IEC, ASHRAE, NATF, NEMA, BCS AND, CABA AS WELL AS GOVERNMENT ENTITIES SUCH AS ERNCIP IN THE EU; AND NIST, US NATIONAL LABS SUCH AS INL AND NREL, AND DHS/CISA IN THE USA.ADDED OMNY (NORWAY) AS A NEW MEMBER.31 CERTIFICATIONS IN 2024 (19 NEW (1/2 ARE L2 OR HIGHER))APPROVED DEVELOPMENT OF SEMI E187 CERT PROFILEUTC AGREEMENT TO LISTACSSA ON SCHEDULE WITH MID-YEAR 2025 SCHEDULED LAUNCH7 WEBINARS GIVEN IN 2024ISA SECURE CERTS ON ELECTRIC SECTOR SITE
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0ASCI
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/TotalAmt023064
IRS990/FeesForServicesOtherGrp/TotalAmt0495694
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/PersonNm3ARDIS BARTLE
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE MUSTARD
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL HAMM
IRS990/Form990PartVIISectionAGrp/PersonNm6HUGH WEBSTER
IRS990/Form990PartVIISectionAGrp/PersonNm7CLAIRE FALLON
IRS990/Form990PartVIISectionAGrp/PersonNm8ANDRE RISTAINO
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN, ISA PAST PRE.
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3ISA TREASURER (AS OF 1/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt4ISA TREASURER (THRU 1/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt5AT-LARGE COMPLIANCE EXPERT
IRS990/Form990PartVIISectionAGrp/TitleTxt6AT-LARGE LEGAL COUNSEL
IRS990/Form990PartVIISectionAGrp/TitleTxt7CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8MANAGING DIRECTOR
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IRS990/MissionDesc0THE AUTOMATION STANDARDS COMPLIANCE INSTITUTE (ASCI) WAS CREATED TO FACILITATE PROGRAMS THAT ASSESS AUTOMATION-RELATED STANDARDS COMPLIANCE. THE INSTITUTE'S CHARTER INCLUDES A WIDE RANGE OF STANDARDS COMPLIANCE ASSESSMENTS (CONTINUED ON SCHEDULE O)INCLUDING SOFTWARE OR HARDWARE PRODUCTS, IMPLEMENTATION METHODS, SOLUTIONS, COMPANIES AND INDIVIDUALS.
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IRS990/PrincipalOfficerNm0CLAIRE FALLON
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IRS990/ProgramServiceRevenueGrp/Desc0WIRELESS INSTITUTE
IRS990/ProgramServiceRevenueGrp/Desc1SECURITY INSTITUTE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt172075
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ISA100 WIRELESS COMPLIANCE INSTITUTE OPERATES A CERTIFICATION SCHEME FOR INDUSTRIAL WIRELESS IIOT PRODUCTS BASED UPON THE ISA100.11A-2011/IEC-62734 INDUSTRIAL WIRELESS STANDARD. WCI PROMOTES THE STANDARD GLOBALLY, MANAGES INTELLECTUAL PROPERTY ASSOCIATED WITH WCI IMPLEMENTATION SPECIFICATIONS AND MAINTAINS A CERTIFICATION TEST PLATFORM FOR USE IN THE PRODUCT CONFORMITY ASSESSMENT PROGRAM. RELATED ACTIVITIES INCLUDE PERIODIC INTEROPERABILITY TESTING CAMPAIGNS AT VARIOUS GLOBAL VENUES AND COLLABORATION WITH OTHER INDUSTRY GROUPS SUCH AS FIELDCOMM GROUP AND OPC TO DEVELOP STANDARDIZED METHODS FOR INTEGRATION OF TECHNOLOGIES. 6 NEW WEBINARS IN 20242 NEW ISA100 PRODUCTS ADDED IN 2024SUCCESSFUL IOP EVENT IN DURHAM NCEXPANDING OPC/UA COVERAGE
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILATE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ISA IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(1). ASCI IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE IRC. ISAE IS NOT SUBJECT TO INCOME TAXES IN THE UNITED STATES OF AMERICA UNDER THE IRC AS IT IS A FOREIGN ENTITY. ACOM IS A NORTH CAROLINA LIMITED LIABILITY COMPANY, AND AS SUCH, IS CONSIDERED A DISREGARDED ENTITY FOR TAX PURPOSES. ISA AND ASCI FILE AS TAX-EXEMPT ORGANIZATIONS. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE TAX-EXEMPT STATUS OF EITHER ISA OR ASCI. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES FOR EITHER ISA OR ASCI. ISA AND ASCI FOLLOW THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE HAD NO SIGNIFICANT IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CLAIRE FALLON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MICHELA COBB
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2ANDRE RISTAINO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2MANAGING DIRECTOR
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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. THIS PROCESS WAS LAST COMPLETED IN 2024.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPANY OR ORGANIZATION THAT HAS JOINED ASCI TO PARTICIPATE IN THE FORUMS THROUGH EXECUTION OF THE MEMBERSHIP AGREEMENT. ASCI FORUMS (INTEREST GROUPS) WILL CREATE MEMBERSHIP LEVELS AND ENTITLEMENTS ACCORDING TO THE NEEDS OF THE FORUM. FEES AND MEMBERSHIP CATEGORIES WILL VARY AMONG THE FORUMS AND ARE DETERMINED BY THE FORUM'S FOUNDING LEADERS AND ULTIMATELY THE ESTABLISHED BOARD OF GOVERNANCE FOR EACH FORUM. ISA SECURITY COMPLIANCE INSTITUTE MEMBER CLASSES ARE STRATEGIC MEMBER, TECHNICAL MEMBER, ASSOCIATE MEMBER, GOVERNMENT MEMBER, AND ADOPTER/SUPPORTER MEMBER. ISA100 WIRELESS COMPLIANCE INSTITUTE MEMBER CLASSES ARE BOARD MEMBER, SUPPLIER MEMBER, AND NON-SUPPLIER MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS COMPRISED OF MEMBERS ELECTED AS DELEGATES BY OTHER VOTING MEMBERS OF THE ORGANIZATION. THOSE DELEGATES ALSO HAVE THE POWER TO APPOINT CERTAIN EX OFFICIO DIRECTORS FROM OUTSIDE THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS ARE REVIEWED BY INTERNAL STAFF AS WELL AS THE EXECUTIVE DIRECTOR AND TREASURER. FORM 990 IS REVIEWED BY MY MANAGAMENT AND THE SOCIETY-ELECTED TREASURER EITHER BEFORE OR AFTER THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN ASCI INSTITUTE LEADER HAS AN OBLIGATION TO BE ALERT TO ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. IF A TRANSACTION IS OR MAY BE SUBJECT TO REVIEW BY AN ASCI GOVERNING BODY, AN INTERESTED ASCI INSTITUTE LEADER WILL PROMPTLY DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO, AND ABSTAIN FROM ANY PARTICIPATION IN THE DISCUSSION OR DECISION OF, THE RESPECTIVE GOVERNING BODY WITH RESPECT TO THAT TRANSACTION. AFTER DISCLOSURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE INTERESTED ASCI INSTITUTE LEADER SHALL LEAVE THE MEETING AND THE REMAINING MEMBERS SHALL DETERMINE IF A CONFLICT OF INTEREST ACTUALLY EXISTS. THE DISCLOSURE SHALL BE COMMUNICATED BY THE INTERESTED ASCI INSTITUTE LEADER IN A NEUTRAL CONTEXT; THAT IS, THE INTERESTED ASCI INSTITUTE LEADER WILL NOT STATE ANY POSITION OR ADVOCATE THE ADOPTION OF ANY POSITION ON THE TRANSACTION IN HIS OR HER INITIAL DISCLOSURE CONCERNING THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THEREAFTER, IF AN ACTUAL CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE INTERESTED ASCI INSTITUTE LEADER WILL REFRAIN FROM INITIATING ANY DISCUSSIONS, PUBLICLY AND PRIVATELY, REGARDING THE TRANSACTION WITH OTHER MEMBERS OF THE GOVERNING BODY THAT WILL MAKE ANY DECISION CONCERNING THE TRANSACTION. THE GOVERNING BODY WILL GIVE THE INTERESTED ASCI INSTITUTE LEADER A FAIR AND APPROPRIATE OPPORTUNITY TO SUBMIT A WRITTEN POSITION STATEMENT REGARDING THE TRANSACTION TO THE GOVERNING BODY BEFORE CONSIDERATION OF THE TRANSACTION IS CONCLUDED, BUT THE INTERESTED ASCI INSTITUTE LEADER SHALL INITIATE NO OTHER DISCUSSIONS OR PARTICIPATION IN THE DECISION MAKING PROCESS. THE GOVERNING BODY SHALL HAVE COMPLETE AUTHORITY TO ASCRIBE WHATEVER WEIGHT IT DEEMS APPROPRIATE TO THE INTERESTED ASCI INSTITUTE LEADER'S WRITTEN STATEMENT IN LIGHT OF THE DISCLOSED CONFLICT OF INTEREST. ALL DELIBERATION AND DECISIONS REGARDING POTENTIAL CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SECURITY SERVICES 7,587. COMPLIANCE SERVICES 93,172. TECHNICAL SUPPORT SERVICES 260,482. OTHER PROFESSIONAL FEES 134,453.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL SOCIETY OF AUTOMATION
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