2024-05-13T09:20:30-05:00 2023-06-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-07-01 521329859 Software Publishers Association SOFT 2022897442 PO Box 34340 Washington DC 200434340 Tim Childress CFO 2022897442 2024-05-09 1 Tim Childress XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Software and Information Industry Association Chris Mohr PO Box 34340 Washington DC 200434340 9752136 0 X https://www.siia.net/ X 1984 DC The principal trade association for the software and digital content industry.Long Mission:To represent the common business and public policy interests of the computer software and digital content industries. The industry markets its products through several delivery vehicles, including the internet, private and public networks, cable, wireless, and satellite transmission. The industry operates in a borderless world and therefore must serve an international constituency. The code and content industry segments share public policy objectives in strong intellectual property protection, a favorable tax and electronic commerce environment, and a favorable investment climate. Specifically, SIIA seeks to serve businesses that develop or market the following:- Technology that enables the learning process or provides instructional content in digitial form- Software applications and services for horizontal and vertical markets 22 21 39 21 50292 0 1198008 300000 6347679 8352366 132028 104559 3042 0 7680757 8756925 0 0 0 0 4570350 4849863 0 0 0 2706129 4279879 7276479 9129742 404278 -372817 6922695 6742914 4620696 4715100 2301999 2027814 X To represent the common business and public policy interests of the computer software and digital content industries. See Schedule O for continuation.The industry markets its products through several delivery vehicles, including the internet, private and public networks, cable, wireless, and satellite transmission. The industry operates in a borderless world and therefore must serve an international constituency. The code and content industry segments share public policy objectives in strong intellectual property protection, a favorable tax and electronic commerce environment, and a favorable investment climate. 0 0 Divisions and Special Interest Groups: The Association sponsors divisions and special interest groups to focus on particular areas of interest for members, providing the opportunity to meet and network with professionals in the education technology, financial information services, online content and software industries. The divisions and special interest groups sponsor targeted conference sessions, publish reports and white papers, and conduct special projects. Conferences: The Association sponsors several annual or biennial conferences that are among the largest and most comprehensive meetings in their industries. Conferences offer outstanding educational opportunities, keynotes and networking events. Government Affairs: As a strong voice for the education technology, financial information services, online content and software industries on Capitol Hill, in state legislatures, and throughout the world, the Association provides member companies with access to lawmakers and a voice in developing the Association's legislative agenda, including policies on intellectual property protection, encryption, online privacy, electronic commerce, taxation and education technology. Copyright Protection Fund: As the leading advocate for intellectual property protection, the Association champions the legal use of software and content through an ongoing campaign of education and enforcement. Publications: The Association offers publications on subjects ranging from software marketing and public relations to financial profiling, drafting contracts, and attracting investors. Public relations: The Association promotes the interests of its members and the financial information services, education technology, online content, and software industries worldwide. Industry programs: The Association provides a well recognized peer recognition awards program, the codie awards, enabling software, education, and content companies an opportunity to strengthen business relationships and increase sales. Research: The Association is an authoritative source in the industry for benchmarking reports and surveys, including detailed research information on industry salaries and benefits, finance allocation, and technical support practices. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 48 0 1 39 1 1 1 0 0 0 1 1 0 0 0 X 22 21 0 0 0 0 1 1 0 1 1 0 0 0 1 1 0 1 1 1 0 0 X Tim Childress 2022897442 PO Box 34340 Washington DC 200434340 Steve Emmert Director, Chair 1.00 X X 0 0 0 Steve Dickey Director, Vice Chair 1.00 X X 0 0 0 Meg Hargreaves Director, Former Chair 1.00 X X 0 0 0 Kerry Baker-Reif Director, Treasurer 1.00 X X 0 0 0 Mark Bohannon Director, Secretary 1.00 X 0 0 0 Johanna Shelton Director, Secretary 1.00 X 0 0 0 Karen Abramson Director 1.00 X 0 0 0 Kate Friedrich Director 1.00 X 0 0 0 Jace Johnson Director 1.00 X 0 0 0 Chuck Melley Director 1.00 X 0 0 0 Nathan Olson Director 1.00 X 0 0 0 Marcy Pike Director 1.00 X 0 0 0 Brandon Pinette Director 1.00 X 0 0 0 Sallianne Taylor Director 1.00 X 0 0 0 Trip Wadleigh Director 1.00 X 0 0 0 Brad weltman Director 1.00 X 0 0 0 Rosemary Lahasky Director 1.00 X 0 0 0 Dan Wadsworth Director 1.00 X 0 0 0 Ed Addvensky Director 1.00 X 0 0 0 Matt Dawes Director 1.00 X 0 0 0 Jesse Blumenthal Director 1.00 X 0 0 0 Chris Mohr President (staring 06/22) 45.00 X X 260666 0 7452 Carl Walker VP Finance & Operations 45.00 X 234275 0 16723 Tom Davin Managing Director, FISD 45.00 X 358640 0 27636 Paul Lekas SVP, Global Public Policy (partial year) 45.00 X 282579 0 8936 Tracey Shumpert VP, Membership and Programs 45.00 X 203507 0 15779 Amanda McMaster VP, Awards & Recognition Programs 45.00 X 195227 0 28395 Sara Kloek VP, Education and Childrens Policy 45.00 X 160155 0 28435 Dr Divya Sridhar Senior Director, Data Policy 45.00 X 154658 0 24607 Renee Harris-Etheridge VP Membership and Marketing 45.00 X 166848 0 13741 Jeff Joseph President (ending 05/22) 45.00 X 258729 0 15543 2275284 0 187247 17 1 1 0 Atradia Consulting Michaelmas Station Rd Nr Haywards West Sussex UK Representation in Europe 251545 Brand & Buzz 1015 15th St Suite 600 Washington DC 20005 Marketing services 178620 Saquish Normanton Park Singapore SN Representation in Asia 146297 ProTech 5457 Twin Knolls Rd Ste 400 Suite Columbia MD 21045 Technical Support 139434 Learning Modules Unlmtd Pentagon House 52-54 Southwark St London UK Training Certification 133134 8 300000 300000 Membership Dues 900099 5119674 5119674 Conferences and Meetin 900099 3181806 3181806 Signature Magazine 541800 50292 50292 Publications 900099 594 594 8352366 145539 145539 954231 995211 -40980 -40980 -40980 8756925 8302074 50292 104559 X 1491047 2710985 84026 279620 284185 62320 22705 180000 21746 1684204 6681 177501 9851 195226 312730 936107 54658 27315 Equipment and software 493764 Dues and subscriptions 94821 Taxes and licenses 250 9129742 683601 306475 26702 130856 129393 229355 126331 277391 148888 164271 128503 5687910 5368384 0 683828 6922695 6742914 972426 1102722 3597394 2946053 50876 666325 4620696 4715100 X 2301999 2027814 2301999 2027814 6922695 6742914 -372817 98632 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 5119674 1360000 -119513 1240487 614361 626126 164816 90724 74092 112575 58164 54411 128503 Right-of-use asset- operating lease 683828 683828 Lease liability - operating lease 666325 666325 X 8833811 98632 98632 8735179 21746 21746 8756925 9107996 0 9107996 21746 21746 9129742 Part X, Line 2: Management has evaluated the Association's tax positions and concluded that the financial statements do not include any uncertain tax positions. East Asia and the Pacific 0 0 Program Services Member Meetings & Conferences 241000 North America 0 0 Program Services Member Meetings & Conferences 18000 Europe (Including Iceland & Greenland) 0 0 Program Services Member Meetings & Conferences 881000 South America 0 0 Program Services Member Meetings & Conferences 9000 0 0 0 0 0 0 1149000 0 1149000 0 0 0 0 0 0 Part I, line 3: Foreign expenses are accounted for on the accrual method of accounting. Part III Accounting Method: X X X X X 0 0 0 Tom Davin Managing Director, FISD 310219 0 48421 0 0 0 12735 0 14901 0 386276 0 0 0 Paul Lekas SVP, Global Public Policy (partial y 237929 0 44650 0 0 0 8936 0 0 0 291515 0 0 0 Jeff Joseph President (ending 05/22) 168729 0 90000 0 0 0 3500 0 12043 0 274272 0 0 0 Chris Mohr President (staring 06/22) 238166 0 22500 0 0 0 0 0 7452 0 268118 0 0 0 Carl Walker VP Finance & Operations 214275 0 20000 0 0 0 9271 0 7452 0 250998 0 0 0 Amanda McMaster VP, Awards & Recognition Programs 180227 0 15000 0 0 0 7647 0 20748 0 223622 0 0 0 Tracey Shumpert VP, Membership and Programs 148218 0 55289 0 0 0 8327 0 7452 0 219286 0 0 0 Sara Kloek VP, Education and Childrens Policy 150155 0 10000 0 0 0 7000 0 21435 0 188590 0 0 0 Renee Harris-Etheridge VP Membership and Marketing 144848 0 22000 0 0 0 4094 0 9647 0 180589 0 0 0 Dr Divya Sridhar Senior Director, Data Policy 149658 0 5000 0 0 0 5533 0 19074 0 179265 0 0 0 Form 990, Part VI, Section A, line 1a The Chair, Vice-Chair, Secretary, Treasurer, SIIA President, and immediate past Chair shall constitute the Executive Committee. The Executive Committee may exercise administrative functions of the Board of Directors when the Board is not in session, reporting to the Board of Directors at its subsequent meeting any action taken. Issues concerning public policy and SIIA structure may not be decided solely by the Executive Committee. Form 990, Part VI, Section A, line 6 The Association has Full and Associate Members. Full Membership: Any organization or proprietorship whose primary business is the creation, publication, or development, of software or information products, services and/or technology is eligible to become a Full Member of the Association. Associate Membership: Any person, firm, corporation or other association with software and information industry interests, clients, or practices, including but not limited to, accounting firms, advertising and public relations agencies, executive search, management consulting firms, investment firms, firms of financial analysts and lawyers, and banks/brokerage firms are eligible to become an Associate Member, provided that the entity shares an interest in the growth and development of the software and information industry. Companies eligible for Full Membership are not eligible for associate membership. Form 990, Part VI, Section A, line 7a In elections of SIIA's Board of Directors, each Full Member, and any Associate Member that has been a member for at least the previous 2 years and that has dues equal to or greater than $10,000, shall be eligible to vote. Each eligible Full Member shall have one vote. Each eligible Associate Member shall have 0.5 vote. In all other actions requiring Association-wide votes, each Full Member shall be eligible to vote. Each eligible Full Member shall have one vote. Associate Members shall not have a vote. Divisions shall not be prevented from granting Associate Members with the same voting rights as Full Members for votes conducted by a Division working group or committees. Form 990, Part VI, Section B, line 11b The 990 is reviewed by VP of Finance and the President. Form 990, Part VI, Section B, line 15a Annually the Executive Committee of the Board reviews the performance of the President for the past fiscal year. As part of that process, the committee reviews and may update compensation. Periodically, but not every year, compensation data for chief executives of similar size and purpose trade associations is obtained from 990s or other sources for purpose of determining reasonability and comparability of President's compensation. Form 990, Part VI, Section C, line 19 The governing documents and financial statements are available upon request to the public. The conflict of interest policy is found in the employee handbook and board handout. Form 990, Part IX, line 11g Consultants and other professional fees 1,684,204. Form 990, Part XII, Line 2c: There have been no changes during the year in the process for oversight of the audit of the financial statements.