2024-04-24T19:06:05-05:00 2022-12-31 390859910 BAKER TILLY US LLP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2022-01-01 061058206 THE COMPUTING TECHNOLOGY INDUSTRY ASSOC INC COMP 6306788300 3500 LACEY ROAD SUITE 100 DOWNERS GROVE IL 60515 BRIAN LAFFEY CFO 6306788300 2023-10-30 1 BRIAN LAFFEY 999009999 1 MARK HEROUX P00959793 3127298000 2024-04-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X TODD THIBODEAUX 3500 LACEY RD 100 DOWNERS GROVE IL 60515 144834551 0 X WWW.COMPTIA.ORG X 1982 CT ADVANCING THE GLOBAL TECH INDUSTRY. IT PRO QUAD: EMPOWERING PEOPLE TO BUILD (SEE SCH O) SUCCESSFUL TECH CAREERS. B2B QUAD: ENABLING B2B PARTNERS AND CUSTOMERS TO DELIVER TALENT TO THE GLOBAL WORKFORCE. PSA QUAD: ADVOCATING FOR INNOVATION, A SKILLED WORKFORCE AND SOLUTIONS TO DRIVE BUSINESS. BOT QUAD: ACCELERATING THE ADOPTION OF TECHNOLOGY BUSINESS SOLUTIONS. 14 13 281 1958 123202 122202 121950 118500 118746263 141623485 4070575 3092566 0 0 122938788 144834551 8295193 9780571 0 0 48513183 58523035 0 0 0 63499882 68966423 120308258 137270029 2630530 7564522 57069363 71587999 44398406 54869816 12670957 16718183 X THE ORGANIZATION IS DEDICATED TO ADVANCING INFORMATION TECHNOLOGY INDUSTRY GROWTH THROUGH ITS EDUCATIONAL PROGRAMS, MARKET RESEARCH, NETWORKING EVENTS, PROFESSIONAL CERTIFICATIONS, AND PUBLIC POLICY ADVOCACY. 0 0 CERTIFICATION - COMPTIA IS THE LEADING PROVIDER OF VENDOR-NEUTRAL CERTIFICATIONS IN THE WORLD. DURING THE CURRENT YEAR 331,163 CERTIFICATION EXAMS WERE GIVEN IN PC SUPPORT, NETWORKING, SECURITY, CLOUD, LINUX, SERVER AND OTHER IT SKILLS. COMPTIA HAS BEEN DELIVERING CERTIFICATION EXAMS FOR MORE THAN 26 YEARS AND IS COMMITTED TO CONTINUALLY IMPROVING THE SERVICE WE PROVIDE TO THE INDUSTRY. MEMBERSHIP - COMPTIA IS A THRIVING COMMUNITY OF ORGANIZATIONS THROUGHOUT THE IT CHANNEL, INCLUDING VENDORS, RESELLERS, DISTRIBUTORS, AND EDUCATORS. OUR MISSION IS TO ADVANCE THE INTERESTS OF OUR VALUED MEMBERS AND THE GLOBAL IT INDUSTRY AS A WHOLE. COMPTIA PROVIDES ITS MEMBERS WITH GLOBAL CERTIFICATIONS AND BUSINESS ACCREDITATIONS, IN-DEPTH INDUSTRY RESEARCH, TARGETED NETWORKING OPPORTUNITIES, IMPACTFUL LEADERSHIP AND ADVOCACY, AND VALUABLE BUSINESS TOOLS SUCH AS MANAGEMENT EDUCATION, LEGAL TEMPLATES, ROI CALCULATORS, AND BEST BUSINESS PRACTICES. TRAINING & ELEARNING - COMPTIA PROVIDES EVERYTHING NEEDED TO PREPARE FOR THE CERTIFICATION EXAM. COMPTIA DEVELOPED TRAINING WITH OPTIONS THAT FIT VARIOUS LEARNING STYLES AND TIMELINES INCLUDING SELF-STUDY OR CLASSROOM TRAINING. RESEARCH - THE ASSOCIATION PROVIDES RELEVANT INDUSTRY RESEARCH FOR ITS MEMBERS FREE OF CHARGE. THE RESEARCH ADDRESSES A WIDE RANGE OF ISSUES COVERING TECHNOLOGY TRENDS, CHANNEL DYNAMICS, AND THE IT WORKFORCE. 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 403 0 1 281 1 1 1 1 JA UK SF HK CA GM IN AE 0 0 1 1 0 1 0 X 14 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X BRIAN LAFFEY 6306788300 3500 LACEY ROAD SUITE 100 DOWNERS GROVE IL 60515 TRACY POUND SEE SCH O CHAIR 2.21 X 63717 0 0 SCOTT BARLOW SEE SCH O VICE CHAIR 2.21 X 63492 0 0 QUY NGUYEN SEE SCH O VICE CHAIR 2.21 X 65814 0 0 STEVE CAPPER DIRECTOR 1.00 X 0 0 0 TONI CLAYTON-HINE DIRECTOR 1.00 X 0 0 0 GEORGETTE FRASER-MOORE DIRECTOR 1.00 X 0 0 0 JABU DAYTON DIRECTOR 1.00 X 0 0 0 JASON MAGEE SEE SCH O DIRECTOR 0.77 X 21938 0 0 LISETTE MARTINEZ DIRECTOR 1.00 X 0 0 0 ROBERT RAE DIRECTOR 1.00 X 0 0 0 JOHN SCOLA SEE SCH O DIRECTOR 2.21 X 63492 0 0 JOANNA RILEY DIRECTOR 1.00 X 0 0 0 LOUIS STEWART DIRECTOR 1.00 X 0 0 0 KEVIN O'LOUGHLIN DIRECTOR 1.00 X 0 0 0 TODD THIBODEAUX PRESIDENT/CEO 40.00 5.00 X X 1554741 0 32861 BRIAN LAFFEY CFO 40.00 5.00 X X 429043 0 37394 COURTNEY FONG CHIEF LEGAL OFFICER 40.00 5.00 X X 592444 0 33861 JOHN MCGLINCHEY EVP - GLOBAL CERTIFICATION 40.00 X 590340 0 35361 JOSEPH PADIN VICE PRESIDENT SALES 40.00 X 499202 0 33361 KIRK SMALLWOOD SVP - INDUSTRY ENGAGEMENT 40.00 X 488130 0 35327 ALAN ROWLAND SR. DIRECTOR - US ACADEMIC PROGRAM 40.00 X 402206 0 26184 KELLY RICKER EVP - EVENTS & LEARNING 40.00 X 422451 0 2196 5257010 0 236545 152 0 1 0 SHERATON CHICAGO HOTEL AND TOWERS 301 E NORTH WATER SR CHICAGO IL 60611 MARKETING EVENTS 2835693 FOUR SEASONS RESORT BORA BORA BP 547 FOUR SEASONS RESORT MOTU TEHOTU FP LODGING/EVENTS/MEETINGS 1787507 KOREY LACEY 3500 OWNER LLC 6500 SOUTH QUEBEC ST SUITE 300 GREENWOOD VILLAGE CO 80111 RENT 1232356 MICROSOFT CORPORATION 1950 N STEMMONS FREEWAY SUITE 501 DALLAS TX 75207 TECHNOLOGY/COMPUTER SOFTWARE 702942 RIGHTPOINT (GENPACT (UK) LIMITED) 29 N WACKER DR 4TH FL CHICAGO IL 60606 DIGITAL TECHNOLOGY 683282 43 118500 118500 CERTIFICATION TESTS 541900 96936875 96936875 TRAINING PROGRAMS 541900 34460057 34460057 ALL OTHER PROGRAM SERVICES 541900 7778634 7778634 MEMBERSHIP DUES 561000 2324717 2324717 ADVERTISING INCOME 561000 123202 123202 141623485 3092566 3092566 144834551 141500283 123202 3092566 9780571 4978557 41157580 2444893 6385888 3556117 6293509 904306 1031340 6508209 639258 5077293 1499088 2868346 3486875 8657402 1026775 1048860 COST OF TESTS DELIVERED 24391714 PROGRAM DEVELOPMENT 4061049 ALL OTHER EXPENSES 974883 OTHER EXPENSES - BAD DE 314100 183416 137270029 10734096 9206881 9043605 10161252 1391403 2066360 13020878 1903516 3045258 11117362 32855001 39036144 57069363 71587999 14526692 20624029 28454989 28911930 1416725 5333857 44398406 54869816 X 12670957 16718183 12670957 16718183 57069363 71587999 X 7564522 3740 -3521036 X X 0 1 X 1 0 106059 0 0 1 2324717 106059 -4212487 -4106428 1146374 -5252802 PART I-A LINE 1: INFORMATION TECHNOLOGY INDUSTRY ADVOCACY THAT RESPONDS TO THE POLITICAL NEEDS OF THE IT. COMMUNITY. OUR PUBLIC POLICY WORK LEVERAGES THE INTERPLAY BETWEEN GOVERNMENTS, BUSINESS, INSTITUTIONS, AND INDIVIDUALS TO HELP CREATE AND MAINTAIN BUSINESS CLIMATES THAT REMAIN FAVORABLE TO OUR MEMBERS' INTERESTS. 244687 244687 570936 570936 4159633 1009556 3150077 486571 481970 4601 7559051 411990 7147061 11117362 SECURITY DEPOSITS 5638131 DUE FROM SUBSIDIARY 28794600 OTHER ASSETS 236188 RIGHTS OF USE ASSET 4367225 39036144 OTHER LIABILITIES 966707 LEASE LIABILITY 4367150 5333857 X PART X, LINE 2: THE ASSOCIATION RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(6) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. CERTAIN ITEMS OF INCOME, PRIMARILY ADVERTISING AND CUSTOMIZED EXAMS ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ASSOCIATION FOLLOWS RELEVANT ACCOUNTING STANDARDS IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECONGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CEDRTAIN TO BE REALIZED. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN BY THE ASSOCIATION AS OF DECEMBER 31, 2022 AND 2021. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMNATION BY FEDERAL AND STATE AUTHORITIES. THE ACCRUED INCOME TAX WAS $381,317 AND $240,451 FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, RESPECTIVELY. 1 NORTH AMERICA 0 3 PROGRAM SERVICES MEMBERSHIP CERTIFICATION 2231974 EUROPE 2 17 PROGRAM SERVICES MEMBERSHIP CERTIFICATION 5398029 EAST ASIA AND THE PACIFIC 1 6 PROGRAM SERVICES MEMBERSHIP CERTIFICATION 970754 SUB-SAHARAN AFRICA 1 6 PROGRAM SERVICES MEMBERSHIP CERTIFICATION 954055 SOUTH ASIA 1 2 PROGRAM SERVICES MEMBERSHIP CERTIFICATION 326579 5 34 0 0 5 34 9881391 0 9881391 2 0 0 0 1 0 0 1 PART III ACCOUNTING METHOD: 1 CREATING IT FUTURES FOUNDATION INC 3500 LACEY RD DOWNERS GROVE IL 60515 364295421 501(C)(3) 8990000 0 EDUCATION TECHNOLOGY STUDENT ASSOCIATION 1904 ASSOCIATION DRIVE RESTON VA 20191 521133845 501(C)(3) 312500 0 EDUCATION INSPIRING TECH FOUNDATION 1501 LITTLE GLOUCESTER RD BLACKWOOD NJ 08012 883662422 501(C)(3) 200000 0 EDUCATION WOMENS AUDIO MISSION 5420544 NATOMA STREET SAN FRANCISCO CA 91403 542105425 501(C)(3) 100000 0 EDUCATION GOVTAP CO REBECCA FRIEDMAN 5306 SUN OAK LANE FAIR OAKS CA 95628 882854482 501(C)(3) 49571 0 EDUCATION SO THEY CAN 935 MENLO OAKS DRIVE MENLO PARK CA 94025 471079440 501(C)(3) 36000 0 EDUCATION TECHIMPACT 417 N 8TH STREET PHILADELPHIA PA 19123 743062511 501(C)(3) 30000 0 EDUCATION INSPIREDU INC 1501 SOUTHLAND CIRCLE ATLANTA GA 30318 843606525 501(C)(3) 10000 0 EDUCATION NETHOPE INC 10615 JUDICIAL DRIVE FAIRFAX VA 22030 201782011 501(C)(3) 10000 0 EDUCATION KEEP ON PUSHING FOUNDATION 40 SHERIDAN AVE CONGERS NY 10920 421719846 501(C)(3) 10000 0 EDUCATION OUT IN TECH 500 7TH AVE C/O WE WORK NEW YORK NY 10018 464379985 501(C)(3) 7500 0 EDUCATION ON-RAMPS TO CAREERS 700 PENNSYLVANIA AVE SE NO 2130 WASHINGTON DC 20003 464824282 501(C)(3) 15000 0 EDUCATION INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 135660870 501(C)(3) 10000 0 CRISIS IN UNKRAINE 11 0 SCHEDULE I, PART I, LINE 2: THE ASSOCIATION PROVIDES FUNDS TO THE CREATING I.T. FUTURES FOUNDATION, INC. THE FOUNDATION IS A RELATED ENTITY THAT IS CONTROLLED BY THE ASSOCIATION. THE FOUNDATION HELPS AT-RISK INDIVIDUALS AND POPULATIONS UNDER-REPRESENTED IN I.T. PREPARE FOR, SECURE AND BE SUCCESSFUL IN I.T. CAREERS. X X 1 1 X X X X X X 0 0 0 TODD THIBODEAUX PRESIDENT/CEO 842634 0 598500 0 113607 0 18300 0 14561 0 1587602 0 0 0 COURTNEY FONG CHIEF LEGAL OFFICER 371692 0 198442 0 22310 0 18300 0 15561 0 626305 0 0 0 JOHN MCGLINCHEY EVP - GLOBAL CERTIFICATION 560868 0 0 0 29472 0 18300 0 17061 0 625701 0 0 0 JOSEPH PADIN VICE PRESIDENT SALES 419515 0 50483 0 29204 0 18300 0 15061 0 532563 0 0 0 KIRK SMALLWOOD SVP - INDUSTRY ENGAGEMENT 346365 0 113373 0 28392 0 14866 0 20461 0 523457 0 0 0 BRIAN LAFFEY CFO 269707 0 126000 0 33336 0 16333 0 21061 0 466437 0 0 0 ALAN ROWLAND SR. DIRECTOR - US ACADEMIC PROGRAM 322278 0 45800 0 34128 0 9630 0 16554 0 428390 0 0 0 KELLY RICKER EVP - EVENTS & LEARNING 8655 0 121800 0 291996 0 1896 0 300 0 424647 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE VOTING MEMBERS OF THE EXECUTIVE COMMITTEE ARE COMPRISED OF THE BOARD CHAIR, BOARD VICE-CHAIR, AUDIT AND INVESTMENT COMMITTEE CHAIR, THE PRESIDENT AND CEO, AND THE IMMEDIATE PAST CHAIR OF THE BOARD. ALL OF THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE ALSO MEMBERS OF THE BOARD OF DIRECTORS, THE GOVERNING BODY OF THE ORGANIZATION. THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE ORGANIZATION IN ANY MATTER WHEN THE BOARD IS NOT IN SESSION PROVIDED THAT SUCH MATTER DOES NOT REQUIRE A BOARD VOTE AS PROVIDED FOR IN THE BYLAWS OR ANY APPLICABLE BOARD POLICY. A MAJORITY OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MORE THAN 1690 MEMBERS MADE UP OF INFORMATION TECHNOLOGY (IT) COMPANIES INCLUDING IT RESELLERS, IT VENDORS, AND IT DISTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE COMPOSED OF IT RESELLERS, IT VENDORS, AND IT DISTRIBUTORS AND HAVE THE RIGHT TO ELECT BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE PRESIDENT/CEO, CHIEF FINANCIAL OFFICER, BOARD OF DIRECTORS, AND THE AUDITORS OF THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION HAS A WRITTEN CONFLICT OF INTEREST POLICY FOR THE BOARD OF DIRECTORS AND PERIODICALLY ASKS FOR UPDATED SIGNED COPIES OF THIS POLICY FROM ITS BOARD MEMBERS. IT ALSO HAS A WRITTEN CONFLICT OF INTEREST POLICY FOR ITS EMPLOYEES AND HAS NEW EMPLOYEES SIGN THE POLICY. THE BOARD'S AUDIT AND INVESTMENT COMMITTEE REVIEWS THE BOARD, OFFICER AND EMPLOYEE CONFLICT OF INTEREST STATEMENTS TAKING ACTION AS DEFINED BY THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS AND STUDIES, AND APPROVAL BY THE COMMITTEE AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INVESTMENTS-DIVIDENDS PAID PRIOR YEAR ADJUSTMENT -4,070,575. AFFILIATED SERVICES TO CITF 467,182. CONTRIBUTIONS IN-KIND DONATIONS 82,357. PART XII, LINE 2C THE ORGANIZATION HAS NEITHER CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. FORM 990, PART VII, SECTION A: EXPLANATION FOR AMENDED RETURN: THE RETURN IS BEING AMENDED TO MORE ACCURATELY REFLECT THE AVERAGE HOURS PER WEEK DEVOTED TO THE ORGANIZATION DURING THE TAX YEAR AND TO UPDATE COMPENSATION PAID. NAME: AS ORIGINALLY FILED: AS AMENDED: COLUMN (B) COLUMN(B) TRACY POUND 1 2.21 QUY NGUYEN 1 2.21 SCOTT BARLOW 1 2.21 JOHN SCOLA 1 2.21 JASON MAGEE 1 .77 NAME: AS ORIGINALLY FILED: AS AMENDED: COLUMN (D) COLUMN(D) TRACY POUND $41,129 $63,717 COMPTIA MEMBER SERVICES LLC 3500 LACEY RD SUITE 100 DOWNERS GROVE IL 60515 274001437 SEE PART VII IL N/A COMPTIA CERTIFICATIONS LLC 3500 LACEY RD SUITE 100 DOWNERS GROVE IL 60515 274002416 SEE PART VII IL 66438149 273668746 N/A METACOG TECHNOLOGIES LLC (FORMERLY EXAMPLIFY LLC AND FORMERLY COMPTIA EXAM) 3500 LACEY RD SUITE 100 DOWNERS GROVE IL 60515 274101229 SEE PART VII IL N/A COMPTIA LEARNING LLC 3500 LACEY RD SUITE 100 DOWNERS GROVE IL 60515 462011241 SEE PART VII IL 41754569 58527844 N/A CREATING IT FUTURES FDN 3500 LACEY ROAD SUITE 100 DOWNERS GROVE IL 60515 364295421 IT EDUCATION CT 501(C)(3) LINE 7 COMPTIA 1 COMPUTING TECHNOLOGY INDUSTRY ASSOC - CA 15 ALLSTATE PARKWAY SUITE 200 MARKHAM ONTARIO CA 3B 5B4 MEMBERSHIP CA COMPTIA 1 COMPTIA INVESTMENTS NFP INC 3500 LACEY ROAD SUITE 100 DOWNERS GROVE IL 60515 371712758 INVESTMENTS IL 501(C)(2) COMPTIA 1 ASSOCIATION OF INFORMATION TECHNOLOGY PROFESSIONALS 3500 LACEY ROAD SUITE 100 DOWNERS GROVE IL 60516 362434629 PROFESSIONAL ASSOCIATION IL 501(C)(6) COMPTIA 1 COMPTIA TECH CAREER ACADEMY 3500 LACEY ROAD SUITE 100 DOWNERS GROVE IL 60515 824863904 IT EDUCATION IL 501(C)(3) LINE 2 0 INTERNATIONAL INTERNET TESTING ASSOCIATION 3500 LACEY ROAD SUITE 100 DOWNERS GROVE IL 60515 841971995 PROFESSIONAL ASSOCIATION IL 501(C)(6) COMPTIA 1 GTSLEARNING LTD 150 ALDERSGATE LONDON UK CONTENT UK N/A C 28199 1.00000 0 COMPTIA HONG KONG 19/F SEAVIEW COMMERCIAL BLDG 21-24 HONG KONG HK CERTIFICATION HK N/A C 1 1.00000 0 COMPTIA SOUTH AFRICA 3RD FLR LONGPOINT BLDG FOURWAYS GAUTENG SF CERTIFICATION SF N/A C 1005407 581615 1.00000 0 COMPTIA UK LIMITED 55 BAKER STREET LONDON UK CERTIFICATION UK N/A C 4801229 -1145307 1.00000 0 COMPTIA TECHNOLOGY INDIA PRIVATE LTD AIPL BUSINESS CEN GOLF COURSE RD SECTOR GURGAON IN CERTIFICATION IN N/A C 309167 297101 1.00000 0 COMPTIA GERMANY GMBH IMMERMANSTR 50 D-40210 DUSSELDORF GM CERTIFICATION GM N/A C 288899 332872 1.00000 0 COMPTIA AUSTRALIA LEVEL 14 LUMLEY HOUSE 309 KENT ST SYDNEY NEW S WALES AS CERTIFICATION AS N/A C 352945 182863 1.00000 0 COMPTIA JAPAN SUIDOBASHI MS BLDG 7F 3-4-9 MISAKI TOKYO JA CERTIFICATION JA N/A C 995285 760038 1.00000 0 0 1 1 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 CREATING IT FUTURES FOUNDATION B 750000 FMV COMPTIA TECH CAREER ACADEMY B 8240000 FMV COMPTIA INVESTMENTS NFP INC F 3092566 FMV CREATING IT FUTURES FOUNDATION J 53309 FMV COMPTIA TECH CAREER ACADEMY J 272862 FMV CREATING IT FUTURES FOUNDATION P 35250 FMV COMPTIA TECH CAREER ACADEMY P 105750 FMV