Industry Studies Association Wharton School Univ of Pennsylvania
Nonprofit profile at a glance
- EIN
- 261394370
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2008
- Location
- Philadelphia, PA, USA
- Phone
- 2158052839
- Rating
- 71
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Research Institutes and Public Policy Analysis
Reported finances
- Revenue
- $144,330
- Expenses
- $117,585
- Assets
- $237,203
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- Tonya Boone (Past-President)
- John Gray (President)
- Edward G Anderson Jr (Vice President)
People named in this filing
- Jeff Shockley (Treasurer)
- Tonya Boone (Past-President)
- John Paul MacDuffie (CFO)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Industry Studies Association seeks to advance Industry Studies scholarship by facilitating the exchange of ideas among its members and between its members and the public. These activities bring together scholars from many academic disciplines who are committed to making the kind of personal investment of time that is necessary to learn about the markets, firms, and institutions in the industries they study. The annual conference provides a forum where research findings and methodologies can be shared across disciplines. Communications to members and the public is enhanced through its website and annual conference. Through awards for outstanding published research and doctoral dissertations, Industry Studies Association recognizes excellence and promotes awareness of findings and innovations in research methods.Many of our members are world experts on particular industries or engage in research that is critically important to a number of different industries. As such, the ISA is a resou
What it reported doing in 2024
The 2025 Industry Studies Association annual conference was held at the Massachusetts Institute of Technology's Samberg Conference Center and Sloan School of Management. Drawing over 225 attendees and featuring more than 230 papers, the three-day event showcased how industries are adapting to digital transformation, capital market pressures, workforce shifts, and geopolitical change. The theme, "Industry Transformation in the Age of Artificial Intelligence and Resilient Supply Networks," united scholars from management, engineering, economics, and policy to explore emerging industrial dynamics. Highlights included plenaries on digital ecosystems, industrial policy, and workforce development, with speakers from MIT, Cambridge and Wharton leading discussions on competitiveness, patient capital, and inclusive industrial renewal. A special tribute honored Richard Lester for his pioneering leadership in establishing the field of industry studies. Factory tours offered hands-on insights at VulcanForms, Commonwealth Fusion Systems, and MassRobotics, connecting attendees to innovation in advanced manufacturing, fusion energy, and robotics. Featuring participants from over 100 institutions and 10 countries, the conference affirmed ISA's role as a bridge between rigorous research and practical policy, advancing understanding of how technology, policy, and organization shape the future of industrial systems.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work.
Rating breakdown
- Financial Efficiency: 60
- Transparency & Controls: 82
- Sustainability: 65
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 55.4%; rating input score 55
- Program expense ratio: 68.1%; rating input score 68
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 18.5%; rating input score 72; 72nd percentile among comparable filings
- Total-asset coverage ratio: 2.02; rating input score 81; 81st percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 17.1% per year; rating input score 100; 73rd percentile among comparable filings
- Revenue growth: 4% per year; rating input score 100; 43rd percentile among comparable filings
- Asset growth: 0.4% per year; rating input score 100; 29th percentile among comparable filings
Details
- Where the money goes: 55.4% of revenue deployed · 68.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $80K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 12 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 55/100.