2024-04-24T19:05:10-05:00 2021-12-31 390859910 BAKER TILLY US LLP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2021-01-01 061058206 THE COMPUTING TECHNOLOGY INDUSTRY ASSOC INC COMP 6306788300 3500 LACEY ROAD SUITE 100 DOWNERS GROVE IL 60515 BRIAN LAFFEY CFO 6306788300 2024-04-23 1 BRIAN LAFFEY 999009999 MARK HEROUX P00959793 3127298000 2024-04-23 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X TODD THIBODEAUX 3500 LACEY RD 100 DOWNERS GROVE IL 60515 122938788 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 13 264 2358 146550 0 223050 121950 90940539 118746263 12093617 4070575 0 0 103257206 122938788 3126181 8295193 0 0 42768049 48513183 0 0 0 36413215 63499882 82307445 120308258 20949761 2630530 49817073 57069363 38357227 44398406 11459846 12670957 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 321,665 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 25 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 1 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 352 0 1 264 1 1 1 1 JA UK SF BE CA GM IN 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 2.00 0.00 X 53098 0 0 SCOTT BARLOW SEE SCH O VICE CHAIR 2.00 0.00 X 52910 0 0 QUY NGUYEN SEE SCH O VICE CHAIR 2.00 0.00 X 54845 0 0 STEVE CAPPER DIRECTOR 1.00 0.00 X 0 0 0 TONI CLAYTON-HINE DIRECTOR 1.00 0.00 X 0 0 0 GEORGETTE FRASER-MOORE DIRECTOR 1.00 0.00 X 0 0 0 JABU DAYTON DIRECTOR 1.00 0.00 X 0 0 0 JASON MAGEE DIRECTOR 1.00 0.00 X 0 0 0 LISETTE MARTINEZ DIRECTOR 1.00 0.00 X 0 0 0 ROBERT RAE DIRECTOR 1.00 0.00 X 0 0 0 JOHN SCOLA SEE SCH O DIRECTOR 2.00 0.00 X 52910 0 0 JOANNA RILEY DIRECTOR 1.00 0.00 X 0 0 0 LOUIS STEWART DIRECTOR 1.00 0.00 X 0 0 0 KEVIN O'LOUGHLIN DIRECTOR 1.00 0.00 X 0 0 0 TODD THIBODEAUX PRESIDENT/CEO 40.00 5.00 X X 1485023 0 29431 BRIAN LAFFEY CFO 40.00 5.00 X X 393975 0 28375 COURTNEY FONG CHIEF LEGAL OFFICER 40.00 5.00 X X 357298 0 29005 JOHN MCGLINCHEY EVP - GLOBAL CERTIFICATION 40.00 0.00 X 695499 0 29431 JOSEPH PADIN VICE PRESIDENT SALES 40.00 0.00 X 531983 0 18553 NANCY HAMMERVIK EVP - INDUSTRY RELATIONS 40.00 1.00 X 445698 0 22531 TERESA VARELA DIRECTOR BUSINESS DEVELPMENT 40.00 0.00 X 446679 0 15252 KEVIN MCDONALD SR MGR, BUSINESS DEVELOPME 40.00 0.00 X 442667 0 30931 5012585 0 203509 124 0 1 0 LOGICAL OPERATIONS 3535 WINTON PLACE ROCHESTER NY 14623 CONTENT PROVIDER 12970057 KOREY LACEY 3500 OWNER LLC 6500 SOUTH QUEBEC ST SUITE 300 GREENWOOD VILLAGE CO 80111 RENT 1279145 MICROSOFT CORPORATION 1950 N STEMMONS FREEWAY SUITE 501 DALLAS TX 75207 TECHNOLOGY/COMPUTER SOFTWARE 888297 RIGHTPOINT (GENPACT (UK) LIMITED) 29 N WACKER DR 4TH FL CHICAGO IL 60606 DIGITAL TECHNOLOGY 706867 SID LEE USA 9046 LINDBLADE ST CULVER CITY CA 90232 CREATIVE DESIGN AGENCY 643595 28 121950 121950 CERTIFICATION TESTS 541900 92583008 92583008 TRAINING PROGRAMS 541900 23241768 23241768 MEMBERSHIP DUES 900099 2379870 2379870 ALL OTHER PROGRAM SERVICES 541900 395067 395067 ADVERTISING INCOME 511190 146550 146550 118746263 4070575 4070575 122938788 118599713 146550 4070575 X 8275164 20029 5002331 33591195 1644930 4638716 3636011 7300649 1005930 952234 14182959 4032455 475529 3934926 1223482 1145258 763216 542993 2039306 649591 COST OF TESTS DELIVERED 22095161 PROGRAM DEVELOPMENT 3068710 OTHER EXPENSES - BAD DE 141641 MEMBERSHIP AND PROGRAMS 39193 -93351 120308258 12189208 10734096 7820782 9043605 1111635 1391403 9115368 6070110 3801538 3045258 24893910 32855001 49817073 57069363 3249865 14526692 26665137 28454989 8442225 1416725 38357227 44398406 X 11459846 12670957 11459846 12670957 49817073 57069363 X 2630530 929236 2245319 -4593974 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 592211 0 0 1 2379870 59211 -3125324 -3066113 1146374 -4212487 PART I-A LINE 1: INFORMATION TECHNOLOGY INDUSTRY ADVOCACY 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. 4305094 2012467 2292627 2590007 2304840 285167 2220267 1752803 467464 3045258 SECURITY DEPOSITS 45332 DUE FROM SUBSIDIARY 28344006 OTHER ASSETS 49265 CONSTRUCTION IN PROGRESS 4416398 32855001 OTHER LIABILITIES 1416725 1416725 X PART X, LINE 2: THE ASSOCIATION FOLLOWS RELEVANT ACCOUNTING STANDARDS IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN BY THE ASSOCIATION AS OF DECEMBER 31, 2021 AND 2020. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ACCRUED INCOME TAX WAS $240,451 AND $448,552 FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, RESPECTIVELY. 1 NORTH AMERICA 0 3 PROGRAM SERVICES MEMBERSHIP CERTIFICATION 2231974 EUROPE (INCLUDING ICELAND & GREENLAND) 2 16 PROGRAM SERVICES MEMBERSHIP CERTIFICATION 5079643 EAST ASIA AND THE PACIFIC 1 4 PROGRAM SERVICES MEMBERSHIP CERTIFICATION 1224706 SUB-SAHARAN AFRICA 1 6 PROGRAM SERVICES MEMBERSHIP CERTIFICATION 902518 SOUTH ASIA 1 2 PROGRAM SERVICES MEMBERSHIP CERTIFICATION 252770 5 31 0 0 5 31 9691611 0 9691611 EAST ASIA AND THE PACIFIC SUPPORT PROGRAM 15029 WIRE TRANSFER 0 FMV 2 0 0 0 1 0 0 1 PART I, LINE 2: INFORMATION TECHNOLOGY INDUSTRY ADVOCACY THAT RESPONDS TO THE POLITICAL NEEDS OF THE I.T. 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. PART III ACCOUNTING METHOD: 1 CREATING IT FUTURES FOUNDATION INC 3500 LACEY RD DOWNERS GROVE IL 60515 364295421 501(C)(3) 7500000 0 EDUCATION GIRLS EMBRACING MOTHERS 1421 W MOCKINGBIRD LANE DALLAS TX 75247 271363774 501(C)(3) 310000 0 EDUCATION TECHNOLOGY STUDENT ASSOCIATION 1904 ASSOCIATION DRIVE RESTON VA 20191 521133845 501(C)(3) 242500 0 EDUCATION TECHIMPACT 417 NORTH 8TH STREET PHILADELPHIA PA 19123 743062511 501(C)(3) 30000 0 EDUCATION GIRLS WHO CODE INC 28 W 23RD ST NEW YORK NY 10010 300728021 501(C)(3) 15000 0 EDUCATION ON RAMPS TO CAREERS INC 700 PENNSYLVANIA AVE SE WASHINGTON DC 20003 464824282 501(C)(3) 10000 0 EDUCATION WEST SUBURBAN HUMANE SOCIETY 1901 W OGDEN AVE DOWNERS GROVE IL 60515 237355420 501(C)(3) 10000 0 EDUCATION FRIENDSHIP PLACE 4713 WISCONSIN AVE NW WASHINGTON DC 20016 521925494 501(C)(3) 10000 0 EDUCATION IMENTOR 199 WATER STREET NEW YORK NY 10038 300105507 501(C)(3) 10000 0 EDUCATION CODEORG 1501 4TH AVE SEATTLE WA 98101 460858543 501(C)(3) 10000 0 EDUCATION FEDERATION OF GALAXY EXPLORERS 3916 BOKEL DRIVE CHANTILLY VA 20151 522347666 501(C)(3) 10000 0 EDUCATION HIRE HEROES USA 1360 UNION HILL ROAD ALPHARETTA GA 30004 431562688 501(C)(3) 10000 0 EDUCATION NATIONAL CRISTINA FOUNDATION (DIGITUNITY) 120 N SOUTH RD NORTH CONWAY NH 03860 061157227 501(C)(3) 30000 0 EDUCATION 13 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 868317 0 530100 0 86606 0 17400 0 12031 0 1514454 0 0 0 JOHN MCGLINCHEY EVP - GLOBAL CERTIFICATION 521785 0 157180 0 16534 0 17400 0 12031 0 724930 0 0 0 JOSEPH PADIN VICE PRESIDENT SALES 406155 0 104864 0 20964 0 17400 0 1153 0 550536 0 0 0 KEVIN MCDONALD SR MGR, BUSINESS DEVELOPME 308938 0 100172 0 33557 0 17400 0 13531 0 473598 0 0 0 NANCY HAMMERVIK EVP - INDUSTRY RELATIONS 279623 0 158336 0 7739 0 10500 0 12031 0 468229 0 0 0 TERESA VARELA DIRECTOR BUSINESS DEVELPMENT 210962 0 207075 0 28642 0 14099 0 1153 0 461931 0 0 0 BRIAN LAFFEY CFO 257329 0 127250 0 9396 0 15844 0 12531 0 422350 0 0 0 COURTNEY FONG CHIEF LEGAL OFFICER 242067 0 113860 0 1371 0 15974 0 13031 0 386303 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 IX, LINE 11G OTHER PROFESSIONAL FEES 14,182,959. FORM 990, PART XI, LINE 9: INVESTMENTS-DIVIDENDS PAID PRIOR YEAR ADJUSTMENT -12,093,974. ELIMINATING ENTRY - DONATIONS TO OTHER CHARITIES 7,500,000. 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. NAME: AS ORIGINALLY FILED: AS AMENDED: TRACY POUND 5 2 QUY NGUYEN 4 2 SCOTT BARLOW 4 2 JOHN SCOLA 3 2 COMPTIA MEMBER SERVICES LLC 3500 LACEY RD SUITE 100 DOWNERS GROVE IL 60515 274001437 SEE PART VII IL 0 0 N/A COMPTIA CERTIFICATIONS LLC 3500 LACEY RD SUITE 100 DOWNERS GROVE IL 60515 274002416 SEE PART VII IL 69575076 360850490 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 0 51370 N/A COMPTIA LEARNING LLC 3500 LACEY RD SUITE 100 DOWNERS GROVE IL 60515 462011241 SEE PART VII IL 35268169 669448453 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 3131 38664 1.00000 0 COMPTIA HONG KONG 19/F SEAVIEW COMMERCIAL BLDG 21-24 HONG KONG HK CERTIFICATION HK N/A C 18578 3386 1.00000 0 COMPTIA CERTIFICATIONS LLC - ABU DHABI 20TH FLOOR AL WAHDA TOWERS ABU DHABI AE CERTIFICATION AE N/A C 1.00000 0 COMPTIA SOUTH AFRICA 3RD FLR LONGPOINT BLDG FOURWAYS GAUTENG SF CERTIFICATION SF N/A C 960561 528703 1.00000 0 COMPTIA UK LIMITED 55 BAKER STREET LONDON UK CERTIFICATION UK N/A C 4770828 754237 1.00000 0 COMPTIA TECHNOLOGY INDIA PRIVATE LTD AIPL BUSINESS CEN GOLF COURSE RD SECTOR GURGAON IN CERTIFICATION IN N/A C 292884 359081 1.00000 0 COMPTIA GERMANY GMBH IMMERMANSTR 50 D-40210 DUSSELDORF GM CERTIFICATION GM N/A C 274482 297593 1.00000 0 COMPTIA AUSTRALIA LEVEL 14 LUMLEY HOUSE 309 KENT ST SYDNEY NEW S WALES AS CERTIFICATION AS N/A C 382463 173974 1.00000 0 COMPTIA JAPAN SUIDOBASHI MS BLDG 7F 3-4-9 MISAKI TOKYO JA CERTIFICATION JA N/A C 913918 666350 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 7500000 FMV COMPTIA INVESTMENTS NFP INC F 4070575 FMV CREATING IT FUTURES FOUNDATION J 34120 FMV