2024-11-14T15:21:57-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 520948513 INTELLECTUAL PROPERTY OWNERS ASSOCIATION INTE 2025074500 1501 M STREET NW 1150 WASHINGTON DC 200051700 JESSICA K LANDACRE EXECUTIVE DIRECTOR 2025074500 2024-11-12 1 0 ROBERT WILLIAMS P00202198 6177170831 2024-11-12 2023 2024-10-15 13:58:12Z JESSICA K LANDACRE 1501 M STREET NW 1150 WASHINGTON DC 200051700 5706106 0 X WWW.IPO.ORG X 1972 DC TRADE ASSOCIATION FOR OWNERS OF PATENTS, TRADEMARKS, COPYRIGHTS AND TRADE SECRETS. 50 50 16 55 0 0 0 0 4628835 5134811 87425 111391 175154 185611 4891414 5431813 0 0 0 0 2459899 2537545 0 0 0 2528941 2875384 4988840 5412929 -97426 18884 9612668 9970668 5604485 5473573 4008183 4497095 INTELLECTUAL PROPERTY OWNERS ASSOCIATION (IPO)'S MISSION IS TO PROMOTE HIGH QUALITY AND ENFORCEABLE INTELLECTUAL PROPERTY RIGHTS AND PREDICTABLE LEGAL SYSTEMS FOR ALL INDUSTRIES AND TECHNOLOGIES. 0 0 CONFERENCES AND MEETINGS:IPO PROVIDES SEVERAL EDUCATIONAL AND NETWORKING OPPORTUNITIES EACH YEAR THAT BRING TOGETHER EXPERTS FROM THE UNITED STATES AND ABROAD TO DISCUSS TRENDS AND RECENT DEVELOPMENTS IN IP LAW. IN 2023, IPO HELD THREE IN-PERSON EVENTS, INCLUDING THE ANNUAL MEETING, IPOWNERS SPRING SUMMIT CONFERENCE, AND EUROPEAN PRACTICE COMMITTEE CONFERENCE, WITH A TOTAL OF 1,273 ATTENDEES. IN ADDITION TO THE IN-PERSON MEETINGS, 22 WEBINARS WITH A TOTAL OF 2,652 REGISTRANTS WERE ALSO HELD. THE WEBINARS ARE A ONE-HOUR SERIES ON CURRENT TOPICS IN IP HOSTED BY IPO. MEMBERSHIP:MEMBERSHIP BENEFITS INCLUDE: SUPPORTING MEMBER INTERESTS RELATING TO LEGISLATIVE AND INTERNATIONAL ISSUES; ANALYZING CURRENT IP ISSUES; INFORMATION AND EDUCATIONAL SERVICES; AND DISSEMINATING INFORMATION TO THE GENERAL PUBLIC ON THE IMPORTANCE OF INTELLECTUAL PROPERTY RIGHTS. THE MEMBERSHIP OF INTELLECTUAL PROPERTY OWNERS ASSOCIATION INCLUDES HUNDREDS OF COMPANIES, LAW FIRMS, UNIVERSITIES, AND SERVICE PROVIDERS. MORE THAN 12,900 ATTORNEYS, INVENTORS, AUTHORS, AND EXECUTIVES PARTICIPATE IN IPO ACTIVITIES WORLDWIDE. GOVERNMENT AFFAIRS - PROMOTING THE INTERESTS OF THE OWNER:IPO ADVOCATES EFFECTIVE PROTECTION FOR PATENTS, TRADEMARKS, COPYRIGHTS, AND TRADE SECRETS, AND ALSO URGES LAWS THAT PROVIDE REASONABLE CERTAINTY TO AVOID UNDUE LITIGATION. IPO POSITIONS ARE COMMUNICATED TO CONGRESS, THE U.S. COPYRIGHT OFFICE, THE U.S. PATENT AND TRADEMARK OFFICE, THE U.S. TRADE REPRESENTATIVE AND OTHER AGENCIES. IPO SUPPORTS REFORMS THAT ENHANCE THE QUALITY OF PATENTS GRANTED AND REDUCE THE UNCERTAINTY AND INCREASING COSTS OF LITIGATION. IPO WILL ALSO CONTINUE TO SUPPORT LEGISLATION TO END THE DIVERSION OF USER FEES AWAY FROM THE USPTO TOWARDS UNRELATED GOVERNMENT PROGRAMS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 5 0 1 16 1 0 0 0 0 0 0 0 0 X 50 50 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X SUSAN MCLOUGHLIN 2025074500 1501 M STREET NW STE 1150 WASHINGTON DC 20005 KAREN COCHRAN PRESIDENT 1.00 0.00 X X 0 0 0 KRISH GUPTA VICE PRESIDENT 1.00 0.00 X X 0 0 0 DANIEL ENEBO TREASURER 1.00 0.00 X X 0 0 0 ALEXANDER LONG DIRECTOR 1.00 0.00 X 0 0 0 ANTHONY DIBARTOLOMEO DIRECTOR 1.00 0.00 X 0 0 0 ASEEM MEHTA DIRECTOR 1.00 0.00 X 0 0 0 BRETT ALTEN DIRECTOR 1.00 0.00 X 0 0 0 BRIAN TOMKO DIRECTOR 1.00 0.00 X 0 0 0 BRYAN ZIELINSKI DIRECTOR 1.00 1.00 X 0 0 0 CHRISTINA PETERSSON DIRECTOR 1.00 0.00 X 0 0 0 COREY SALSBERG DIRECTOR 1.00 0.00 X 0 0 0 DANIEL STAUDT DIRECTOR 1.00 0.00 X 0 0 0 DARRYL P FRICKEY DIRECTOR 1.00 1.00 X 0 0 0 DEREK SCOTT DIRECTOR 1.00 0.00 X 0 0 0 ESTELLE BAKUN DIRECTOR 1.00 0.00 X 0 0 0 GARY C GANZI DIRECTOR 1.00 0.00 X 0 0 0 GILLIAN THACKRAY DIRECTOR 1.00 0.00 X 0 0 0 HENRY HADAD DIRECTOR 1.00 1.00 X 0 0 0 JEFFREY L MYERS DIRECTOR 1.00 0.00 X 0 0 0 JESSICA M SINNOTT DIRECTOR 1.00 0.00 X 0 0 0 JOHN J CHEEK DIRECTOR 1.00 1.00 X 0 0 0 KARAN REED DIRECTOR 1.00 0.00 X 0 0 0 KAVEH RASHIDI-YAZD DIRECTOR 1.00 0.00 X 0 0 0 KELSEY L MILMAN DIRECTOR 1.00 0.00 X 0 0 0 LAURA GINKEL DIRECTOR 1.00 0.00 X 0 0 0 LAURA SHERIDAN DIRECTOR 1.00 0.00 X 0 0 0 LAURIE KOWALSKY DIRECTOR 1.00 0.00 X 0 0 0 LOUIS FOREMAN DIRECTOR 1.00 1.00 X 0 0 0 MARK VALLONE DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW ANDERSON DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW FITZPATRICK DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW SARBORARIA DIRECTOR 1.00 0.00 X 0 0 0 MIKE GEISE DIRECTOR 1.00 0.00 X 0 0 0 PAUL SARACENI DIRECTOR 1.00 0.00 X 0 0 0 PHYLLIS TURNER-BRIM DIRECTOR 1.00 1.00 X 0 0 0 ROBERT GILES DIRECTOR 1.00 0.00 X 0 0 0 ROBIN NAVA DIRECTOR 1.00 0.00 X 0 0 0 RONALD A ANTUSH DIRECTOR 1.00 0.00 X 0 0 0 SCOTT BARKER DIRECTOR 1.00 1.00 X 0 0 0 SCOTT M FRANK DIRECTOR 1.00 0.00 X 0 0 0 STEVE AKERLEY DIRECTOR 1.00 0.00 X 0 0 0 STUART WATT DIRECTOR 1.00 0.00 X 0 0 0 TANUJA GARDE DIRECTOR 1.00 0.00 X 0 0 0 THOMAS R BEALL DIRECTOR 1.00 0.00 X 0 0 0 THOMAS R KINGSBURY DIRECTOR 1.00 0.00 X 0 0 0 THOMAS SMITH DIRECTOR 1.00 0.00 X 0 0 0 TONYA COMBS DIRECTOR 1.00 0.00 X 0 0 0 TROY PRINCE DIRECTOR 1.00 0.00 X 0 0 0 TYROME BROWN DIRECTOR 1.00 0.00 X 0 0 0 YEN FLORCZAK DIRECTOR 1.00 0.00 X 0 0 0 BUCKMASTER DE WOLF DIRECTOR (UNTIL 12/23) 1.00 1.00 X 0 0 0 GWENDOLYN DAWSON DIRECTOR (UNTIL 7/23) 1.00 0.00 X 0 0 0 MANNY W SCHECTER DIRECTOR (UNTIL 7/23) 1.00 1.00 X 0 0 0 MICHAEL C LEE DIRECTOR (UNTIL 2/23) 1.00 0.00 X 0 0 0 ROBERT DEBERARDINE DIRECTOR (UNTIL 6/23) 1.00 1.00 X 0 0 0 WILLIAM D MILLER DIRECTOR (UNTIL 9/23) 1.00 0.00 X 0 0 0 JESSICA K LANDACRE EXECUTIVE DIRECTOR 18.75 18.75 X 440322 0 60243 SAMANTHA J AGUAYO DEPUTY EXECUTIVE DIR. & CHIEF POLICY COUNSEL 33.75 3.75 X 308759 0 43069 THOMAS S VALENTE SR DIRECTOR FOR GLOBAL AFFAIRS 35.60 1.90 X 285396 0 59009 MEGAN R GRIGGS DIRECTOR OF MEETINGS AND EVENTS 26.25 11.25 X 188114 0 54652 SUSAN E MCLOUGHLIN DIRECTOR OF OPERATIONS AND FINANCE 28.13 9.37 X 147769 0 47174 MATTHEW R RANKIN DIRECTOR OF MEMBERSHIP 37.50 0.00 X 128018 0 52146 CLARA L STANFIELD SR MANAGER OF MEETINGS AND EVENTS 37.50 0.00 X 110082 0 47897 1608460 0 364190 7 0 1 0 MARLA P GROSSMAN 7546 HAMPDEN LANE BETHESDA MD 20814 LEGISLATIVE CONSULTING 148165 1 MEMBERSHIP DUES 541900 3577080 3577080 CONFERENCES & MEETINGS 541900 1557731 1557731 5134811 120526 120526 180203 0 180203 180203 180203 265158 274293 -9135 -9135 -9135 MISCELLANEOUS REVENUE 900099 5408 5408 5408 5431813 5134811 0 297002 852393 1190563 128202 242242 124145 5287 81366 148465 25141 108950 247243 105029 456006 48112 1503434 55684 21726 EXCISE TAXES 40866 DUES/SUBSCRIPTIONS 20033 PROPERTY AND OTHER TAXE 5806 PROFESSIONAL DEVELOPMEN 2236 5412929 1849474 1981462 498182 498283 997 1682 49379 73049 759818 561437 220769 198381 4032477 4588634 2961390 2629177 9612668 9970668 209623 327738 1447614 1704897 3947248 3440938 5604485 5473573 X 4008183 4497095 4008183 4497095 9612668 9970668 18884 470028 0 X 0 1 X 1 0 0 0 0 3577080 194600 194600 194600 240103 122346 117757 235656 202717 32939 284059 236374 47685 198381 OTHER ASSETS 218245 RIGHT OF USE ASSETS 2342756 DUE FROM FOUNDATION 68176 2629177 CAPITAL LEASE LIABILITY 10522 SECURITY DEPOSIT 50101 LEASE LIABILITY 3380315 3440938 0 EUROPE 0 0 PROGRAM SERVICES EUROPEAN PRACTICE COMMITTEE CONFERENCE 14656 0 0 0 0 0 0 14656 0 14656 0 0 0 0 0 0 X X X X 0 0 0 JESSICA K LANDACRE EXECUTIVE DIRECTOR 350322 0 90000 0 0 0 33000 0 27243 0 500565 0 0 0 SAMANTHA J AGUAYO DEPUTY EXECUTIVE DIR. & CHIEF POLICY 253759 0 55000 0 0 0 30431 0 12638 0 351828 0 0 0 THOMAS S VALENTE SR DIRECTOR FOR GLOBAL AFFAIRS 235396 0 50000 0 0 0 28174 0 30835 0 344405 0 0 0 MEGAN R GRIGGS DIRECTOR OF MEETINGS AND EVENTS 154514 0 33600 0 0 0 18659 0 35993 0 242766 0 0 0 SUSAN E MCLOUGHLIN DIRECTOR OF OPERATIONS AND FINANCE 123619 0 24150 0 0 0 15142 0 32032 0 194943 0 0 0 MATTHEW R RANKIN DIRECTOR OF MEMBERSHIP 116018 0 12000 0 0 0 12707 0 39439 0 180164 0 0 0 CLARA L STANFIELD SR MANAGER OF MEETINGS AND EVENTS 104082 0 6000 0 0 0 10622 0 37275 0 157979 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A IPO EXECUTIVE COMMITTEE IS A NINE MEMBER COMMITTEE COMPOSED OF IPO OFFICERS, IMMEDIATE PAST PRESIDENT, THE FOUNDATION PRESIDENT AND OTHER MEMBERS ELECTED FROM THE IPO BOARD. THE COMMITTEE PRIMARILY IS DELEGATED AUTHORITY TO APPROVE AMICUS BRIEFS, TAKE SOME LEGISLATIVE POSITIONS, AND APPROVE AGENDAS FOR BOARD MEETINGS, AND OTHER MISCELLANEOUS ASSOCIATION BUSINESS THAT TAKES PLACE BETWEEN BOARD MEETINGS. THE COMMITTEE MAY NOT FILL VACANCIES IN THE BOARD OF OFFICERS, NOR MAY IT AMEND THE BYLAWS OR FIX THE AMOUNT OF DUES. THE EXECUTIVE COMMITTEE SHALL BE REQUIRED TO REPORT IN FULL AT THE NEXT MEETING OF THE BOARD OF DIRECTORS ALL ACTIONS TAKEN BY THE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP CLASSES OF IPO CONSISTS OF THE FOLLOWING: SUSTAINING MEMBERSHIP, REGULAR CORPORATE MEMBERSHIP, LAW FIRM MEMBERSHIP, SMALL BUSINESS/UNIVERSITY MEMBERSHIP, SERVICE PROVIDERS MEMBERSHIP, AND INDIVIDUAL MEMBERSHIP. CORPORATIONS AND PARTNERSHIPS ARE REPRESENTED BY INDIVIDUALS DESIGNATED IN WRITING BY SUCH CORPORATIONS OR PARTNERSHIPS. THE BOARD OF DIRECTORS FIXES THE AMOUNT OF DUES THAT MAY BE REQUIRED FROM EACH CLASS OF MEMBER. FORM 990, PART VI, SECTION A, LINE 7A INTELLECTUAL PROPERTY OWNERS ASSOCIATION MEMBERSHIP ELECTS THE GOVERNING BODY. OF THE BOARD OF DIRECTORS, 2/3 OF THE BOARD MUST BE FROM SUSTAINING MEMBERS. IN ADDITION, FIVE POSITIONS SHALL BE RESERVED FOR ELECTION FROM REGULAR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 8B IPO PRACTICE IS TO DOCUMENT ALL BOARD MEETINGS; EXECUTIVE COMMITTEE MEETINGS ARE NOT ALWAYS DOCUMENTED IN WRITING, BUT ANY BUSINESS DELEGATED TO THE EXECUTIVE COMMITTEE BY THE BOARD IS TYPICALLY FOLLOWED BY AN ORAL REPORT TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF OPERATIONS AND FINANCE REVIEWS THE FORM 990 IN FULL DETAIL WITH THE EXECUTIVE DIRECTOR PRIOR TO SIGNING OF DOCUMENT. A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY BEFORE FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PERSON SHALL BE OBLIGATED TO DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POSSIBLE FINANCIAL INTEREST INVOLVING A TRANSACTION (AND ALL MATERIAL FACTS RELATING THERETO) TO A MEMBER OF THE EXECUTIVE COMMITTEE OR THE BOARD OF DIRECTORS IN THE EVENT THAT (I) SUCH INTERESTED PERSON IS AWARE OF ANY ACTUAL OR POSSIBLE FINANCIAL INTEREST INVOLVING A TRANSACTION, AND (II) SUCH INTERESTED PERSON CAUSES OR INFLUENCES (OR INTENDS TO CAUSE OR INFLUENCE) THE EXPENDITURE OR UTILIZATION OF IPO RESOURCES WITH RESPECT TO SUCH TRANSACTION. AFTER DISCLOSURE OF THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATED THERETO, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE EXECUTIVE COMMITTEE OR THE BOARD OF DIRECTORS, AS THE CASE MAY BE, SHALL DISCUSS SUCH TRANSACTION OR ARRANGEMENT AND SUCH FINANCIAL INTEREST OUTSIDE THE PRESENCE OF THE INTERESTED PERSON. THE INTERESTED PERSON SHALL BE REQUIRED TO ABSTAIN FROM ANY REQUIRED VOTE TAKEN WITH RESPECT TO SUCH PROPOSED TRANSACTION. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT ANY MEETING OF THE EXECUTIVE COMMITTEE OR THE BOARD OF DIRECTORS, AS APPLICABLE, BUT AFTER SUCH PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION INVOLVING THE POSSIBLE FINANCIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BASED ON BENCHMARKING SURVEY DATA, FORM 990 OF OTHER ORGANIZATIONS, AND PERFORMANCE EVALUATIONS. IPO'S EXECUTIVE COMMITTEE APPROVES COMPENSATION FOR IPO'S EXECUTIVE STAFF, AND IPO'S OFFICERS APPROVE COMPENSATION FOR OTHER KEY EMPLOYEES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. INTELLECTUAL PROPERTY OWNERS EDUCATION FOUNDATION 1501 M STREET NW SUITE 1150 WASHINGTON DC 20005 522250648 EDUCATIONAL ACTIVITIES ABOUT INTELLECTUAL PROPERTY RIGHTS DC 501(C)(3) LINE 7 INTELLECTUAL PROPERTY OWNERS ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 INTELLECTUAL PROPERTY OWNERS EDUCATION FOUNDATION L 331115 FUNCTIONAL ALLOCATION INTELLECTUAL PROPERTY OWNERS EDUCATION FOUNDATION Q 200000 FUNCTIONAL ALLOCATION