2025-11-17T10:12:20-06:00 2024-12-31 411489071 SMITH SCHAFER & ASSOCIATES LTD 7500 HIGHWAY 55 SUITE 350 MINNEAPOLIS MN 55427 990 2024-01-01 770294074 INTERNATIONAL COUNCIL ON SYSTEMS ENGINEERING INTE 8585411725 1281 WIN HENTSCHEL BLVD 1300 WEST LAFAYETTE IN 47906 STEPHEN RECORDS EXECUTIVE DIRECTOR 8585411725 2025-11-13 1 TIM PASS P00963525 9529201455 2025-11-13 2024 2025-03-06 01:10:19Z X RALF HARTMANN 1281 WIN HENTSCHEL BLVD 1300 WEST LAFAYETTE IN 47906 6343875 0 X INCOSE.ORG X 1991 CA TO ADDRESS COMPLEX SOCIETAL AND TECHNICAL CHALLENGES BY ENABLING, PROMOTING, AND ADVANCING SYSTEMS ENGINEERING AND SYSTEMS APPROACHES. 13 13 18 600 103979 0 0 0 4381751 5716734 249573 402173 189204 224968 4820528 6343875 39738 20291 0 0 336727 2067085 0 0 0 4774831 4077310 5151296 6164686 -330768 179189 6818365 7070533 1399830 1472809 5418535 5597724 X THE INTERNATIONAL COUNCIL ON SYSTEMS ENGINEERING ("INCOSE") IS A NOT-FOR-PROFIT MEMBERSHIP ORGANIZATION FOUNDED TO DEVELOP AND DISSEMINATE THE INTERDISCIPLINARY PRINCIPLES AND PRACTICES THAT ENABLE THE REALIZATION OF SUCCESSFUL SYSTEMS. INCOSE IS DESIGNED TO CONNECT SYSTEMS ENGINEERING PROFESSIONALS WITH EDUCATIONAL, NETWORKING, AND CAREER-ADVANCEMENT OPPORTUNITIES IN THE INTEREST OF DEVELOPING THE GLOBAL COMMUNITY OF SYSTEMS ENGINEERS AND SYSTEMS APPROACHES TO PROBLEMS. WE ARE ALSO FOCUSED ON PRODUCING STATE-OF-THE-ART WORK PRODUCTS THAT SUPPORT AND ENHANCE THIS DISCIPLINE'S VISIBILITY IN THE WORLD.INCOSE'S MISSION IS TO ADDRESS COMPLEX SOCIETAL AND TECHNICAL CHALLENGES BYENABLING, PROMOTING, AND ADVANCING SYSTEMS ENGINEERING AND SYSTEMS APPROACHES. 0 0 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. INSTEAD, ATTENDEES SPEND 4 DAYS WORKING ALONGSIDE FELLOW SYSTEMS ENGINEERS WHO ARE THERE TO MAKE A DIFFERENCE. SYSTEMS ENGINEERS AT ALL LEVELS AND FROM ALL BACKGROUNDS ARE ENCOURAGED TO ENGAGE IN WORKING SESSIONS, AND CONTRIBUTE THEIR KNOWLEDGE AND EXPERIENCE TO TAKE THE DISCIPLINE FORWARD.INCOSE'S ANNUAL INTERNATIONAL SYMPOSIUM IS THE LARGEST WORLDWIDE ANNUAL GATHERING OF PEOPLE WHO DO SYSTEMS ENGINEERING FOR FOUR DAYS OF PRESENTATIONS, CASE STUDIES, WORKSHOPS, TUTORIALS AND PANEL DISCUSSIONS. THE PROGRAM ATTRACTS AN INTERNATIONAL MIX OF PROFESSIONALS AT ALL LEVELS, AND INCLUDES PRACTITIONERS IN GOVERNMENT AND INDUSTRY, AS WELL AS EDUCATORS AND RESEARCHERS. THE BENEFITS OF ATTENDING THE SYMPOSIUM INCLUDE THE OPPORTUNITY TO SHARE IDEAS, NETWORK, BUILD COMPETENCY, PURSUE CERTIFICATION, CONTRIBUTE TO THE ADVANCEMENT OF THE PROFESSION THROUGH COLLABORATION ON TOOLS, PROCESSES AND METHODOLOGIES, LEARN ABOUT NEW OFFERINGS IN TRAINING AND EDUCATION, AND FORGE NEW PARTNERSHIPS.IN ADDITION, INCOSE HAS AN ACTIVE ACADEMIC AND OUTREACH PROGRAM. 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. REGIONAL CONFERENCES HOSTED BY CHAPTERS OFFER A SHORTER VENUE AND ARE ATTRACTIVE TO THOSE INTERESTED IN LESS TRAVEL AND EXPENSE. MOST CHAPTERS REGULARLY HOLD MEETINGS FEATURING SPEAKERS ON INTERESTING TOPICS. TUTORIALS HAVE BECOME A MAINSTAY ACTIVITY SPONSORED BY CHAPTERS AND ARE AN EXCELLENT VALUE. THE QUARTERLY PUBLICATION INSIGHT FEATURES A THEME TOPIC IN EACH ISSUE. RECENT THEMES HAVE INCLUDED FUNDAMENTALS SUCH AS RISK MANAGEMENT AND MEASUREMENT. 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. CERTIFICATION DIFFERS FROM LICENSING IN THAT LICENSES ARE PERMISSIONS GRANTED BY A GOVERNMENT ENTITY FOR A PERSON TO PRACTICE WITHIN ITS REGULATORY BOUNDARIES. CERTIFICATION ALSO DIFFERS FROM A "CERTIFICATE" THAT DOCUMENTS THE SUCCESSFUL COMPLETION OF A TRAINING OR EDUCATION PROGRAM. 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 23 0 1 18 1 1 1 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 CA X CHRISTINE KOWALSKI 8585411725 1281 WIN HENTSCHEL BLVD SUITE 1300 LAFAYETTE IN 47906 X RALF HARTMANN PRESIDENT 20.00 X X 0 0 0 MIKE WATSON PRESIDENT- ELECT 20.00 X X 0 0 0 ALICE SQUIRES TREASURER 12.00 X X 0 0 0 STUETI GUPTA SECRETARY 12.00 X X 0 0 0 MICHAEL DAHLBERG CHAIR, CORPORATE ADVISORY BOARD 7.00 X 0 0 0 ALEJANDRO SALADO DIRECTOR, ACADEMIC MATTERS 7.00 X 0 0 0 DAVID LONG DIRECTOR, STRATEGIC INTEGRATION 7.00 X 0 0 0 SVEN-OLAF SCHULZE DIRECTOR, EMEA SECTOR 7.00 X 0 0 0 BERNARDO DELGADO DIRECTOR, OUTREACH 7.00 X 0 0 0 HEIDI DAVIDZ DIRECTOR, SERVICES 7.00 X 0 0 0 QUOC DO DIRECTOR, ASIA-OCEANIA 7.00 X 0 0 0 OLIVIER DESSOUDE DIRECTOR, OPERATIONS 7.00 X 0 0 0 RENEE STEINWAND DIRECTOR, AMERICAS SECTOR 7.00 X 0 0 0 STEPHEN RECORDS EXECUTIVE DIRECTOR 40.00 X 273813 0 4572 ERIKA PALMER HEAD OF TECHNICAL PRODUCTS AND SERVICES 40.00 X 176000 0 0 HONOR LIND HEAD OF MARKETING 40.00 X 128992 0 0 NAINA VASUDEVA HEAD OF EVENTS 40.00 X 121660 0 0 JAY MCGRAW HEAD OF IT 40.00 X 140000 0 0 COURTNEY WRIGHT CERTIFICATION MANAGER 40.00 X 133984 0 0 974449 0 4572 1 0 1 0 0 EVENT REVENUE 541900 3099145 3099145 MEMBERSHIP DUES 541900 2617589 2617589 5716734 402173 402173 120989 120989 ADVERTISING REVENUE 541800 103979 103979 103979 6343875 5716734 103979 523162 20291 273813 1532330 80875 14174 165893 9641 17223 455969 79101 301150 23160 286891 70876 33486 EVENT COSTS 2198608 CHAPTER DUES 264935 BANK CHARGES 122600 PUBLISHING 93103 120567 6164686 1113460 1115672 3572970 3969737 554193 542886 494156 295073 1083586 1147165 6818365 7070533 267593 157600 1078668 1233642 53569 81567 1399830 1472809 X 5418535 5597724 5418535 5597724 6818365 7070533 179189 0 X 0 1 X 0 0 0 1 0 0 FUNDS HELD BY CHAPTERS 1147165 1147165 FUNDS HELD FOR OTHERS 81567 81567 X 6343875 0 6343875 0 6343875 6164686 0 6164686 0 6164686 PART X, LINE 2: MANAGEMENT HAS DETERMINED THAT THE COUNCIL DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND ASSOCIATED UNRECOGNIZED BENEFITS THAT MATERIALLY IMPACT THE FINANCIAL STATEMENTS OR RELATED DISCLOSURES. 1 INCOSE FOUNDATION 1281 WIN HENTSCHEL BLVD SUITE 1300 WEST LAFAYETTE IN 47906 201692992 501(C)(3) 20291 0 MOU WITH FOUNDATION ARM OF INCOSE 0 0 0 STEPHEN RECORDS EXECUTIVE DIRECTOR 273813 0 0 0 0 0 0 0 4572 0 278385 0 0 0 ERIKA PALMER HEAD OF TECHNICAL PRODUCTS AND SERVI 170000 0 6000 0 0 0 0 0 0 0 176000 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 ADMINISTRATION OF THE ORGANIZATION IS OVERSEEN BY THE UNIVERSAL MANAGEMENT SERVICES, LLC. THE ORGANIZATION HAS NO INTERNAL EMPLOYEES. SEE VII, SECTION B FOR FURTHER DISCLOSURE. FORM 990, PART VI, SECTION A, LINE 6 CORPORATE AND INDIVIDUAL MEMBERSHIPS ARE PURCHASED ANNUALLY. FORM 990, PART VI, SECTION A, LINE 7A ORGANIZATION HAS MEMBERS THAT ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS PARTICIPATE IN DECISIONS OF THE GOVERNING BODY ON CERTAIN INITIATIVES. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY EXECUTIVE COMMITTEE AND THEN SUBMITTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A DECLARATION EVERY YEAR. THIS IS MONITORED BY THE MANAGING EXECUTIVE. FORM 990, PART VI, SECTION B, LINE 15A BOARD APPROVES CONTRACTS WITH OUTSIDE CONTRACTORS PROVIDING MANGEMENT SERVICES WHICH INCLUDE COMPENSATION. ORGANIZATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 POSTED ON WEBSITE FOR MEMBERS ONLY. INCOSE FOUNDATION 1281 WIN HENTSCHEL BLVD SUITE 1300 WEST LAFAYETTE IN 47906 201692992 SCHOLARSHIP AWARDS CA 501(C)(3) LINE 10 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 INCOSE FOUNDATION B 20291 CASH