Civic Intelligence

Automation Technologies Council

EIN 38-2073194 • 501(c)6 • Ann Arbor, MI

Profile

To provide leadership for the responsible advancement of all robotics, vision, motion control, and related software & automation industries through educational seminars and trade shows, publications and standards development.

900 Victors Way Rm/Ste 140Ann Arbor, MI 48108

www.automate.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.39x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.74x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Source year 2024

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

501(c)6 • $25M-$50M 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

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

501(c)6 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$42,088,471

Up $7,209,499 (+21%) from 2023

Liabilities

Up

$16,294,419

Up $1,918,124 (+13%) from 2023

Net Assets

Up

$25,794,052

Up $5,291,375 (+26%) from 2023

Revenue

Up

$21,950,617

Up $3,656,706 (+20%) from 2023

Expenses

Up

$17,440,448

Up $3,203,887 (+23%) from 2023

Net Income

Up

$4,510,169

Up $452,819 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $8,391,850Liabilities 2010: $1,358,240Net Assets 2010: $7,033,6102010Assets 2011: $7,639,746Liabilities 2011: $1,036,117Net Assets 2011: $6,603,6292011Assets 2012: $8,070,661Liabilities 2012: $1,340,979Net Assets 2012: $6,729,6822012Assets 2013: $8,930,020Liabilities 2013: $2,432,998Net Assets 2013: $6,497,0222013Assets 2014: $9,112,892Liabilities 2014: $2,431,911Net Assets 2014: $6,680,9812014Assets 2015: $8,896,518Liabilities 2015: $1,917,414Net Assets 2015: $6,979,1042015Assets 2016: $10,425,348Liabilities 2016: $3,574,273Net Assets 2016: $6,851,0752016Assets 2017: $13,733,958Liabilities 2017: $4,396,292Net Assets 2017: $9,337,6662017Assets 2018: $13,796,661Liabilities 2018: $6,195,174Net Assets 2018: $7,601,4872018Assets 2019: $16,287,470Liabilities 2019: $3,913,459Net Assets 2019: $12,374,0112019Assets 2020: $19,597,487Liabilities 2020: $7,128,332Net Assets 2020: $12,469,1552020Assets 2021: $22,133,689Liabilities 2021: $9,080,092Net Assets 2021: $13,053,5972021Assets 2022: $27,286,000Liabilities 2022: $12,607,112Net Assets 2022: $14,678,8882022Assets 2023: $34,878,972Liabilities 2023: $14,376,295Net Assets 2023: $20,502,6772023Assets 2024: $42,088,471Liabilities 2024: $16,294,419Net Assets 2024: $25,794,0522024

Highlighted filing

2024

Assets$42,088,471
Liabilities$16,294,419
Net Assets$25,794,052

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $2,133,4902010Expenses 2011: $2,927,9562011Revenue 2012: $3,028,170Expenses 2012: $2,902,117Net Income 2012: $126,0532012Revenue 2013: $3,844,919Expenses 2013: $4,077,579Net Income 2013: -$232,6602013Revenue 2014: $3,492,446Expenses 2014: $3,308,487Net Income 2014: $183,9592014Revenue 2015: $5,593,866Expenses 2015: $5,362,212Net Income 2015: $231,6542015Revenue 2016: $4,906,254Expenses 2016: $5,034,283Net Income 2016: -$128,0292016Revenue 2017: $9,217,679Expenses 2017: $6,739,787Net Income 2017: $2,477,8922017Revenue 2018: $4,647,636Expenses 2018: $6,383,815Net Income 2018: -$1,736,1792018Revenue 2019: $13,266,743Expenses 2019: $8,494,219Net Income 2019: $4,772,5242019Revenue 2020: $5,526,862Expenses 2020: $5,431,718Net Income 2020: $95,1442020Revenue 2021: $5,352,169Expenses 2021: $4,932,023Net Income 2021: $420,1462021Revenue 2022: $16,268,110Expenses 2022: $11,923,175Net Income 2022: $4,344,9352022Revenue 2023: $18,293,911Expenses 2023: $14,236,561Net Income 2023: $4,057,3502023Revenue 2024: $21,950,617Expenses 2024: $17,440,448Net Income 2024: $4,510,1692024

Highlighted filing

2024

Revenue$21,950,617
Expenses$17,440,448
Net Income$4,510,169

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.1$16.3$25.8$22.0$17.4$4.51
2023Detailed filing. Detailed filing data is available for this year.$34.9$14.4$20.5$18.3$14.2$4.06
2022Detailed filing. Detailed filing data is available for this year.$27.3$12.6$14.7$16.3$11.9$4.34
2021Detailed filing. Detailed filing data is available for this year.$22.1$9.08$13.1$5.35$4.93$0.42
2020Detailed filing. Detailed filing data is available for this year.$19.6$7.13$12.5$5.53$5.43$0.10
2019Detailed filing. Detailed filing data is available for this year.$16.3$3.91$12.4$13.3$8.49$4.77
2018Detailed filing. Detailed filing data is available for this year.$13.8$6.20$7.60$4.65$6.38$1.74
2017Detailed filing. Detailed filing data is available for this year.$13.7$4.40$9.34$9.22$6.74$2.48
2016Detailed filing. Detailed filing data is available for this year.$10.4$3.57$6.85$4.91$5.03$0.13
2015Detailed filing. Detailed filing data is available for this year.$8.90$1.92$6.98$5.59$5.36$0.23
2014Summary only. Only limited summary data is available for this year.$9.11$2.43$6.68$3.49$3.31$0.18
2013Detailed filing. Detailed filing data is available for this year.$8.93$2.43$6.50$3.84$4.08$0.23
2012Summary only. Only limited summary data is available for this year.$8.07$1.34$6.73$3.03$2.90$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.64$1.04$6.60$2.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.39$1.36$7.03$2.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$31,412,763
Mission and Program Overview

Mission

To provide leadership for the responsible advancement of all robotics, vision, motion control, and related software & automation industries through educational seminars and trade shows, publications and standards development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,127,689$20,693,538▲ $14,565,849
Investments in Publicly Traded Securities$24,656,886$17,131,889▼ $7,524,997
Accounts Receivable$1,166,703$1,819,629▲ $652,926
Prepaid Expenses and Deferred Charges$1,378,323$1,416,331▲ $38,008
Intangible Assets$450,083$283,855▼ $166,228
Pledges and Grants Receivable$299,491$207,491▼ $92,000
Land, Buildings, and Equipment, Net$88,599$121,446▲ $32,847
Inventories for Sale or Use$25,087$24,124▼ $963
Total Assets$34,878,972$42,088,471▲ $7,209,499
Other Assets Total$686,111$390,168▼ $295,943
Liabilities
Deferred Revenue$13,573,720$15,367,739▲ $1,794,019
Accounts Payable and Accrued Expenses$313,594$518,579▲ $204,985
Other Liabilities$488,981$408,101▼ $80,880
Total Liabilities$14,376,295$16,294,419▲ $1,918,124
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,502,677$25,794,052▲ $5,291,375
Total Net Assets Fund Balance$20,502,677$25,794,052▲ $5,291,375
Total Liabilities and Net Assets / Fund Balance$34,878,972$42,088,471▲ $7,209,499

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$108,512$141,134$249,646
Leasehold Improvements$12,934$5,066$18,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey BurnsteinPresidentFT$412,094$284,520$696,614

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,423,461
Program Service Revenue
$17,866,998
Investment Income
$1,391,999
Other Revenue
$268,159
All Other Contributions
$17,500
Change in Net Assets
$4,510,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,802,845
Salaries, Compensation, and Employee Benefits$6,637,603
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,712,720--$4,712,720
Advertising$4,407,669--$4,407,669
All Other Expenses$1,849,016--$1,849,016
Other Employee Benefits$844,150--$844,150
Pension Plan Contributions$704,424--$704,424
Information Technology$693,426--$693,426
Conferences and Meetings$479,526--$479,526
Fees for Services Other$462,792--$462,792
Payroll Taxes$376,309--$376,309
Travel$293,582--$293,582
Other Expenses$259,942--$259,942
Depreciation Depletion$188,434--$188,434
Occupancy$114,330--$114,330
Insurance$108,091--$108,091
Fees for Service Investment Mgmnt Fees$81,720--$81,720
Office Expenses$68,423--$68,423
Royalties$31,675--$31,675
Fees for Services Accounting$30,268--$30,268
Fees for Services Legal$29,478--$29,478
Fees for Services Lobbying$12,500--$12,500
Total Functional Expenses$17,440,448$0$0$17,440,448
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
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$1,875
Political Expenditures$1,875
Total Nondeductible Lobbying and Political Cost$1,875
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities - Long Term$291,423
Lease Liabilities - Short Term$102,073
Prepaid Retirement Plan$14,605
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
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, Page 6, Part VI, Line 7A

The membership elects the a3 board of directors.

Form 990, Page 6, Part VI, Line 9

Milton guerry 211 kitty hawk dr morrisville, nc 27560-8548 gunnar block w146 n9300 held drive menomonee falls, wi 53051 matthew wicks 9301 olive blvd saint louis, mo 63132-3207 steve wardell 730 fountain st n cambridge, on, ca n3h 4r7

Form 990, Page 6, Part VI, Line 11B

Form 990 is distributed to the a3 governing board before filing.

Form 990, Page 6, Part VI, Line 12C

Forms are completed by directors annually & reviewed by board of directors.

Form 990, Page 6, Part VI, Line 15A

An independent firm was hired to establish a compensation plan for employment positions, duties, salaries, raises, etc.

Form 990, Page 6, Part VI, Line 19

All documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Assoc for Advancing Automation
EIN
38-2073194
Phone
7349946088
Address
900 VICTORS WAY RM/STE 140, ANN ARBOR, MI 48108

Signing Officer

Name
Jeffrey Burnstein
Title
President
Phone
7349946088
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Burnstein
Formed
1974
Legal Domicile
Dc
Voting Board Members
11
Independent Board Members
10
Employees
44

Preparer

Firm
Curtis Bailey Exelby & Sposito Pc
Address
2008 HOGBACK RD STE 7, ANN ARBOR, MI 48105
Preparer
Henry E Alvarez CPA
Phone
7346637492
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide leadership for the responsible advancement of all robotics, vision, motion control, and related software & automation industries through educational seminars and trade shows, publications and standards development.

Form 990, Part IX, Line 24E

Automate live 194,589 0 0 furniture/decor 191,612 0 0 irsc 159,550 0 0 operations 150,083 0 0 grant expense 130,050 0 0 ai & smart automation 127,686 0 0 humanoid robot forum 95,979 0 0 security 94,028 0 0 editorial 92,621 0 0 registration 84,265 0 0 commissions 67,185 0 0 certification - self fund 60,844 0 0 a3 new projects 60,000 0 0 theatres/huddles 57,958 0 0 webinar 50,102 0 0 a3 mexico 44,750 0 0 innovation stage 42,327 0 0 jfe award dinner 35,987 0 0 cvp individual 30,885 0 0 in-house virtual 30,548 0 0 supplies 26,000 0 0 directory 22,433 0 0 lanyards 22,190 0 0 operating expenses 21,086 0 0 market intelligence 20,077 0 0 income taxes 19,320 0 0 food services 18,226 0 0 in-house training 17,816 0 0 rent/lease equipment 17,257 0 0 jfe award 16,612 0 0 first aid/ems 15,958 0 0 inclusive leadership 13,343 0 0 signs 13,081 0 0 start-up competition 10,485 0 0 rgfc 10,250 0 0 a3 mex reception 9,127 0 0 expo pack 8,555 0 0 amex/visa fees 5,790 0 0 investment foreign taxes 5,617 0 0 currency exchange (gain)/ 4,964 0 0 standard expenses 4,075 0 0 in-house 3,219 0 0 mtg room rental 2,669 0 0 forum 2,596 0 0 innovation awards 2,014 0 0 py depreciation diff 1,689 0 0 standards expense 1,528 0 0 booth video interviews 1,500 0 0 a3 boot camp 1,138 0 0 safety event 751 0 0 csi corporate 375 0 0 exposition cmt 100 0 0 bad debts -1,885 0 0 py oper exp diff -18,000 0 0 hall expense - utilities -251,989 0 0 total 1,849,016 0 0

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IRS990/ProgSrvcAccomActy2Grp/Desc0VARIOUS PUBLICATIONS, WORKSHOPS AND ON-LINE SERVICES ON TOPICS RELATED TO THE ROBOTIC, VISION, AND MOTION CONTROL INDUSTRIES.
IRS990/ProgSrvcAccomActy3Grp/Desc0CONFERENCES & SEMINARS FOR EXHIBITION & EDUCATIONAL DISCUSSION OF ROBOTIC, VISION, AND MOTION CONTROL APPLICATIONS THROUGHOUT THE AUTOMATION INDUSTRIES.
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IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THIS ENGAGEMENT SUPPORTS THE ADVANCEMENT OF OUR NATIONAL ROBOTICS STRATEGY, WHICH OUTLINES POLICY RECOMMENDATIONS DESIGNED TO STRENGTHEN THE US ROBOTICS AND AUTOMATION INDUSTRY. OUR GOAL IS TO HELP THE COMPANIES WE REPRESENT COMPETE MORE EFFECTIVELY WITHIN THE US AND GLOBAL MARKETS BY SHAPING A POLICY ENVIRONMENT THAT ENCOURAGES AUTOMATION ADOPTION AND INVESTMENT. THE ISSUES WE ARE FOCUSED ON - SUMMARIZED IN THE NATIONAL ROBOTICS STRATEGY AND FURTHER DEVELOPED THROUGH OUR ADVOCACY COMMITTEE - REFLECT INPUT FROM OUR MEMBER COMPANIES ACROSS ROBOTICS, MACHINE VISION, AI, AND RELATED TECHNOLOGIES. WE ARE NOT ENGAGING IN ADVOCACY TO BENEFIT OUR ORGANIZATION DIRECTLY, BUT RATHER TO PROMOTE A HEALTHIER BUSINESS CLIMATE FOR THE INDUSTRY AS A WHOLE.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE C, PART II-B, LINE 1
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE LEADERSHIP FOR THE RESPONSIBLE ADVANCEMENT OF ALL ROBOTICS, VISION, MOTION CONTROL, AND RELATED SOFTWARE & AUTOMATION INDUSTRIES THROUGH EDUCATIONAL SEMINARS AND TRADE SHOWS, PUBLICATIONS AND STANDARDS DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERSHIP ELECTS THE A3 BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MILTON GUERRY 211 KITTY HAWK DR MORRISVILLE, NC 27560-8548 GUNNAR BLOCK W146 N9300 HELD DRIVE MENOMONEE FALLS, WI 53051 MATTHEW WICKS 9301 OLIVE BLVD SAINT LOUIS, MO 63132-3207 STEVE WARDELL 730 FOUNTAIN ST N CAMBRIDGE, ON, CA N3H 4R7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS DISTRIBUTED TO THE A3 GOVERNING BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORMS ARE COMPLETED BY DIRECTORS ANNUALLY & REVIEWED BY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AN INDEPENDENT FIRM WAS HIRED TO ESTABLISH A COMPENSATION PLAN FOR EMPLOYMENT POSITIONS, DUTIES, SALARIES, RAISES, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AUTOMATE LIVE 194,589 0 0 FURNITURE/DECOR 191,612 0 0 IRSC 159,550 0 0 OPERATIONS 150,083 0 0 GRANT EXPENSE 130,050 0 0 AI & SMART AUTOMATION 127,686 0 0 HUMANOID ROBOT FORUM 95,979 0 0 SECURITY 94,028 0 0 EDITORIAL 92,621 0 0 REGISTRATION 84,265 0 0 COMMISSIONS 67,185 0 0 CERTIFICATION - SELF FUND 60,844 0 0 A3 NEW PROJECTS 60,000 0 0 THEATRES/HUDDLES 57,958 0 0 WEBINAR 50,102 0 0 A3 MEXICO 44,750 0 0 INNOVATION STAGE 42,327 0 0 JFE AWARD DINNER 35,987 0 0 CVP INDIVIDUAL 30,885 0 0 IN-HOUSE VIRTUAL 30,548 0 0 SUPPLIES 26,000 0 0 DIRECTORY 22,433 0 0 LANYARDS 22,190 0 0 OPERATING EXPENSES 21,086 0 0 MARKET INTELLIGENCE 20,077 0 0 INCOME TAXES 19,320 0 0 FOOD SERVICES 18,226 0 0 IN-HOUSE TRAINING 17,816 0 0 RENT/LEASE EQUIPMENT 17,257 0 0 JFE AWARD 16,612 0 0 FIRST AID/EMS 15,958 0 0 INCLUSIVE LEADERSHIP 13,343 0 0 SIGNS 13,081 0 0 START-UP COMPETITION 10,485 0 0 RGFC 10,250 0 0 A3 MEX RECEPTION 9,127 0 0 EXPO PACK 8,555 0 0 AMEX/VISA FEES 5,790 0 0 INVESTMENT FOREIGN TAXES 5,617 0 0 CURRENCY EXCHANGE (GAIN)/ 4,964 0 0 STANDARD EXPENSES 4,075 0 0 IN-HOUSE 3,219 0 0 MTG ROOM RENTAL 2,669 0 0 FORUM 2,596 0 0 INNOVATION AWARDS 2,014 0 0 PY DEPRECIATION DIFF 1,689 0 0 STANDARDS EXPENSE 1,528 0 0 BOOTH VIDEO INTERVIEWS 1,500 0 0 A3 BOOT CAMP 1,138 0 0 SAFETY EVENT 751 0 0 CSI CORPORATE 375 0 0 EXPOSITION CMT 100 0 0 BAD DEBTS -1,885 0 0 PY OPER EXP DIFF -18,000 0 0 HALL EXPENSE - UTILITIES -251,989 0 0 TOTAL 1,849,016 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 9
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 24E
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