IEEE Regulatory & Tax Filings That Require Director & Officer Information

Information for: IEEE Board of Directors, IEEE Management Council, other interested parties.

Prepared by:

David GalickiStaff DirectorCorp. Compl. & Tax Admin.

IEEE U.S. FilingsFilings in the United States that report Director & Officer information include:– IRS Form 990 (for non-profit organizations)– State corporate registrations & annual reports– Charitable Solicitation annual state filings

All of these filings are available to the publicOnly names and titles are reported. Personal addresses and contact information are never disclosed.Form 990 requires compensation to be reported

Apr 19, 20232

IEEE Filings outside of the U.S.

Foreign Company Registrations in– Australia– Hong Kong

Full names, titles, date of birth, home addresses, and passport information are required for registration & renewalsNot available to the general public

Apr 19, 20233

Special Purpose Entities

IEEE Inc. used for China Office registration– 5 Directors include the IEEE President, Treasurer,

Secretary, Executive Director and CFO– Full names, titles, date of birth, home addresses, and

passport information are required– Not available to the general public

IEEE International LLC is used for Value Added Tax registration in Europe– 5 Directors include the IEEE President, Treasurer,

Secretary, Executive Director and CFO– Information requirements vary by country– Not available to the general public

Apr 19, 20234

Definitions

Directors – Board membersOfficers – staff appointed by the Board to run the day-to-day operations– Assistant Secretary (ED)– Assistant Treasurer (CFO)

Corporate Registrations – allow the organization to operate legally within a jurisdictionTax Registrations – allow for tax complianceNon-Profit/Charitable Organization Reports – information reporting that is usually publically available

Apr 19, 20235