2025-08-13T16:08:45-05:00 2024-09-30 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 400 BALTIMORE MD 21202 990 2023-10-01 061242574 BSA BUSINESS SOFTWARE ALLIANCE INC BSAB 2028725500 200 MASSACHUSETTS AVE NW 310 WASHINGTON DC 20001 JOSEPH DESALVIO CFO 2028725500 2025-08-13 1 0 JULIA FLANNERY P00928918 4102469300 2025-08-13 2023 2025-03-06 01:10:19Z BSA THE SOFTWARE ALLIANCE VICTORIA ESPINEL 200 MASSACHUSETTS AVE NW 310 WASHINGTON DC 20001 33077599 0 X WWW.BSA.ORG X 1988 DC BSA | THE SOFTWARE ALLIANCE (WWW.BSA.ORG) IS THE LEADING ADVOCATE FOR THE GLOBAL (SEE SCH O) SOFTWARE INDUSTRY BEFORE GOVERNMENTS AND IN THE INTERNATIONAL MARKETPLACE. ITS MEMBERS ARE AMONG THE WORLD'S MOST INNOVATIVE COMPANIES, CREATING SOFTWARE SOLUTIONS THAT SPARK THE ECONOMY AND IMPROVE MODERN LIFE. WITH HEADQUARTERS IN WASHINGTON, DC, AND OPERATIONS IN MORE THAN 30 COUNTRIES, BSA PIONEERS COMPLIANCE PROGRAMS THAT PROMOTE LEGAL SOFTWARE USE AND ADVOCATES FOR PUBLIC POLICIES THAT FOSTER TECHNOLOGY INNOVATION AND DRIVE GROWTH IN THE DIGITAL ECONOMY. 35 35 56 1697 0 0 0 0 24147028 27211577 6893 315092 1735908 1770548 25889829 29297217 60000 15000 0 0 12843854 13456063 0 0 0 15646519 16800963 28550373 30272026 -2660544 -974809 24182780 25741267 13320896 15028056 10861884 10713211 X BSA | THE SOFTWARE ALLIANCE (WWW.BSA.ORG) IS THE LEADING ADVOCATE FOR THE GLOBAL SOFTWARE INDUSTRY BEFORE GOVERNMENTS AND IN THE INTERNATIONAL MARKETPLACE. ITS MEMBERS ARE AMONG THE WORLD'S MOST INNOVATIVE COMPANIES, CREATING SOFTWARE SOLUTIONS (SEE SCH O)THAT SPARK THE ECONOMY AND IMPROVE MODERN LIFE. WITH HEADQUARTERS IN WASHINGTON, DC, AND OPERATIONS IN MORE THAN 30 COUNTRIES, BSA PIONEERS COMPLIANCE PROGRAMS THAT PROMOTE LEGAL SOFTWARE USE AND ADVOCATES FOR PUBLIC POLICIES THAT FOSTER TECHNOLOGY INNOVATION AND DRIVE GROWTH IN THE DIGITAL ECONOMY. 0 0 ENFORCEMENT: IN FY2024, SOLICITED APPROXIMATELY 14,500 LEADS FROM THE PUBLIC CONCERNING POSSIBLE ILLEGAL USES OF SOFTWARE BY COMPANIES; DIRECTED APPROXIMATELY 3,200 END-USER ENFORCEMENT ACTIONS SEEKING TO END THE ILLEGAL USE OF UNLICENSED SOFTWARE BY COMPANIES; TOOK DOWN APPROXIMATELY 137,000 WEBPAGES HOSTING INFRINGING CONTENT ON CYBERLOCKERS, FILE-SHARING SITES, AND DIRECT DOWNLOAD (DD) SITES; WORKED WITH MARKETPLACE AND AUCTION SITES TO TAKE DOWN MORE THAN 26,400 LISTINGS OFFERING INFRINGING SOFTWARE PRODUCTS. COMMUNICATIONS: ENGAGED WITH US AND GLOBAL MEDIA TO EDUCATE REPORTERS AND SECURE COVERAGE FOR BSA POLICY PRIORITIES AND LEADERS; CREATED AND PROMOTED EDITORIAL CONTENT FEATURING BSA ACTIVITIES AND SOFTWARE INDUSTRY LEADER PERSPECTIVES; ORGANIZED PUBLIC AFFAIRS ACTIVIITIES WORLDWIDE IN SUPPORT OF ENTERPRISE SOFTWARE INDUSTRY POLICY PRIORITIES. POLICY: EDUCATED POLICYMAKERS ON THE NEED FOR NEW OR REVISED LAWS, REGULATIONS, AND GLOBAL AGREEMENTS IN THE AREAS OF ARTIFICIAL INTELLIGENCE, DATA TRANSFER MECHANISMS, PRIVACY, CYBERSECURITY, INTERNATIONAL TRADE, LAW ENFORCEMENT ACCESS TO DATA, WORKFORCE DEVELOPMENT, INTELLECTUAL PROPERTY RIGHTS AND DATA SERVICES. BSA ALSO ADVOCATED AGAINST HARMFUL POLICIES, LAWS OR REGULATIONS THAT WOULD STIFLE INNOVATION AND ADVERSELY IMPACT THE ABILITY OF THE SOFTWARE INDUSTRY TO COMPETE IN THE GLOBAL MARKETPLACE. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 13 0 1 56 1 0 1 UK BR CH 0 0 0 0 1 0 X 35 35 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 DC CA X JOSEPH DESALVIO 2028725500 200 MASSACHUSETTS AVE NW 310 WASHINGTON DC 20001 SCOTT MORGAN CHAIR (THRU 6/2024) 1.00 X X 0 0 0 TODD MACHTMES CHAIR 1.00 X X 0 0 0 STEVEN W DIETZ TREASURER 1.00 X X 0 0 0 RICH SAUER SECRETARY 1.00 X X 0 0 0 BRIDGET NEILL DIRECTOR 1.00 X 0 0 0 SHELLEY WEBB DIRECTOR 1.00 X 0 0 0 SHANA SIMMONS DIRECTOR 1.00 X 0 0 0 SIDNEY MAJALYA DIRECTOR 1.00 X 0 0 0 HASANI CARAWAY DIRECTOR 1.00 X 0 0 0 ALYSSA HARVEY DAWSON DIRECTOR 1.00 X 0 0 0 CHRIS LAL DIRECTOR 1.00 X 0 0 0 BRUCE BYRD DIRECTOR 1.00 X 0 0 0 DANA RAO DIRECTOR 1.00 X 0 0 0 SCOTT STARBIRD DIRECTOR 1.00 X 0 0 0 RUTH ANNE KEENE DIRECTOR 1.00 X 0 0 0 BRAD LEWIS DIRECTOR 1.00 X 0 0 0 DAVID SHAMAN DIRECTOR 1.00 X 0 0 0 DAVID LEEB DIRECTOR 1.00 X 0 0 0 CAROLYN HERZOG DIRECTOR 1.00 X 0 0 0 FRED HUMPHRIES DIRECTOR 1.00 X 0 0 0 ELEANOR LACEY DIRECTOR 1.00 X 0 0 0 JULIA WHITE DIRECTOR 1.00 X 0 0 0 DEV STAHLKOPF DIRECTOR 1.00 X 0 0 0 KOSTA STAROSTIN DIRECTOR 1.00 X 0 0 0 KEN GLUECK DIRECTOR 1.00 X 0 0 0 FELIX STERLING DIRECTOR 1.00 X 0 0 0 LARISSA SCHWARTZ DIRECTOR 1.00 X 0 0 0 STAN SHEPARD DIRECTOR 1.00 X 0 0 0 SAMANTHA WELLINGTON DIRECTOR (THRU 9/2024) 1.00 X 0 0 0 JIM SHAUGHNESSY DIRECTOR 1.00 X 0 0 0 APARNA BAWA DIRECTOR 1.00 X 0 0 0 BART VOLKMER DIRECTOR 1.00 X 0 0 0 HUW ROBERTS DIRECTOR (THRU 2/2024) 1.00 X 0 0 0 MICHELLE BROWDY DIRECTOR 1.00 X 0 0 0 PETER MCGOFF DIRECTOR 1.00 X 0 0 0 ROB MOBASSALY DIRECTOR (THRU 1/2024) 1.00 X 0 0 0 JESS HERTZ DIRECTOR 1.00 X 0 0 0 DANA WAGNER DIRECTOR 1.00 X 0 0 0 RUSS ELMER DIRECTOR 1.00 X 0 0 0 VICTORIA ESPINEL CEO 39.00 1.00 X 2382530 0 51276 JOSEPH DESALVIO CFO 39.00 1.00 X 426422 0 51276 AARON COOPER VP GLOBAL POLICY 40.00 X 548312 0 13200 ADAM COATES GENERAL COUNSEL & VP 39.00 1.00 X 460934 0 51276 CRAIG ALBRIGHT VP, LEGISLATIVE STRATEGY 40.00 X 455820 0 38071 JARED RAGLAND SR DIRECTOR, POLICY APAC 40.00 X 400210 0 23100 TARUN SAWNEY SR DIRECTOR, ENFORCEMENT APAC 40.00 X 387883 0 8212 GIDEON LETT CHIEF GROWTH OFFICER 40.00 X 311416 0 25877 KATHERINE GOODLOE MANAGING DIRECTOR, POLICY 40.00 X 340622 0 23100 5714149 0 285388 34 0 1 0 A PAPAPANAGIOTOU & PARTNERS SKOUFA 64 KOLONAKI ATHENS GR ENFORCEMENT SUPPORT 807632 ORION INVESTIGATIONS 2501 BBC BLDG 29 SUKHUMVIT 63 NORTH KLOMG TAN WATTANA TH ENFORCEMENT SUPPORT 806983 TB TECHNOLOGY AVENUE DE LA RENAISSANCE 8 BE 1000 BRUSSELS BE POLICY 458232 MSL MMS COMMUNICATIONS KK 3-1-1 KAMI OSAKI SHINGAGAWAKU JA PUBLIC RELATIONS 416661 JAUSAS LEGAL Y TRIBUTARIO SLP INSCRITA EN EL REGISTRO MERCANTIL D TOMO SP ENFORCEMENT SUPPORT 351598 37 MEMBERSHIP DUES 813910 16153424 16153424 SETTLEMENTS 813910 10200653 10200653 SPECIAL EVENTS 813910 495000 495000 SPECIAL PROJECTS 813910 362500 362500 27211577 271335 271335 3824139 3615297 165085 208842 -165085 43757 43757 INTERCOMPANY REVENUE 900099 1542926 1542926 OTHER INCOME 900099 227622 227622 1770548 29297217 27211577 0 2085640 15000 3552147 8421668 513147 387423 581678 5559209 138265 2544374 25039 401733 244690 970713 721594 667347 20 3086 225209 232570 POLICY 1726778 ENFORCEMENT EXPENSES 1565786 PUBLIC RELATIONS 525673 BAD DEBT EXPENSE 492398 756479 30272026 40770 36019 901751 2060970 8849296 8814677 488577 548512 2362857 1026504 1149159 1336353 7390541 8294395 5362686 4650341 24182780 25741267 4118535 4153511 3848425 5059042 5353936 5815503 13320896 15028056 X 10861884 10713211 10861884 10713211 24182780 25741267 X -974809 910922 -84786 X X 0 1 X 1 0 0 0 1 15878924 2544374 -583500 1960874 1190919 769955 1154669 375158 779511 1208188 651346 556842 1336353 SECURITY DEPOSITS 182097 SECURITY BONDS 281665 457(B) PLAN ASSETS 1024116 DUE FROM RELATED ENTITIES 1385899 ROU ASSET - OPERATING 1731545 ROU ASSET - FINANCING 45019 4650341 457(B) PLAN LIABILITIES 1024117 DUE TO RELATED ENTITIES 966927 LEASE LIABILITY - OPERATING 3778141 LEASE LIABILITY - FINANCING 46318 5815503 X PART X, LINE 2: MANAGEMENT HAS EVALUATED BSA'S TAX POSITIONS AND HAS CONCLUDED THAT BSA HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE. EAST ASIA AND THE PACIFIC 4 11 PROGRAM SERVICES ENFORCEMENT, PUBLIC RELATIONS AND POLICY 6828043 SOUTH ASIA 0 2 PROGRAM SERVICES ENFORCEMENT, PUBLIC RELATIONS AND POLICY 414528 EUROPE 1 4 PROGRAM SERVICES ENFORCEMENT, POLICY AND PUBLIC RELATIONS 3897688 SOUTH AMERICA 0 2 PROGRAM SERVICES ENFORCEMENT, PUBLIC RELATIONS AND POLICY 873416 NORTH AMERICA 0 0 PROGRAM SERVICES ENFORCEMENT, PUBLIC RELATIONS AND POLICY 588166 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES ENFORCEMENT AND PUBLIC RELATIONS 44911 5 19 0 0 5 19 12646752 0 12646752 0 0 1 0 0 0 0 NCSL FOUNDATION 7700 EAST FIRST PLACE DENVER CO 80230 742232576 501(C)(3) 15000 0 GOLD SPONSORSHIP 1 0 PART I, LINE 2: BSA OCCASIONALLY CONTRIBUTES TO ORGANIZATIONS IN SUPPORT OF CHARITABLE INITIATIVES RELATED TO THE SOFTWARE INDUSTRY AND TO COMMUNITY INITIATIVES. X X 1 1 X X 0 0 0 VICTORIA ESPINEL CEO 1771789 0 585833 0 24908 0 13200 0 40133 0 2435863 0 0 0 AARON COOPER VP GLOBAL POLICY 441265 0 82753 0 24294 0 13200 0 2844 0 564356 0 0 0 ADAM COATES GENERAL COUNSEL & VP 368518 0 68746 0 23670 0 13200 0 40920 0 515054 0 0 0 CRAIG ALBRIGHT VP, LEGISLATIVE STRATEGY 379901 0 74631 0 1288 0 13200 0 26928 0 495948 0 0 0 JOSEPH DESALVIO CFO 332519 0 66255 0 27648 0 13200 0 40917 0 480539 0 0 0 JARED RAGLAND SR DIRECTOR, POLICY APAC 282127 0 29346 0 88737 0 23100 0 0 0 423310 0 0 0 TARUN SAWNEY SR DIRECTOR, ENFORCEMENT APAC 361586 0 26297 0 0 0 8212 0 0 0 396095 0 0 0 KATHERINE GOODLOE MANAGING DIRECTOR, POLICY 286940 0 53136 0 546 0 23100 0 2011 0 365733 0 0 0 GIDEON LETT CHIEF GROWTH OFFICER 231965 0 78954 0 497 0 12504 0 15349 0 339269 0 0 0 PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: JARED RAGLAND, SENIOR DIRECTOR, POLICY, APAC RECEIVED TAX GROSS UP PAYMENTS TO COVER THE TAX LIABILITY ON COMPENSATION RELATED TO HIS RELOCATION TO SINGAPORE, INCLUDING TUITION FOR AN AMERICAN-BASED CURRICULUM SCHOOL FOR DEPENDENT CHILDREN. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION TO JARED RAGLAND. HEALTH AND SOCIAL CLUB DUES: BSA BUSINESS SOFTWARE ALLIANCE, INC REIMBURSES ALL REGULAR EMPLOYEES UP TO $80 PER MONTH FOR HEALTH AND FITNESS EXPENSES INCLUDING MONTHLY FITNESS CLUB/GYM FEES. THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS. THE FOLLOWING WERE REIMBURSED IN 2023: ADAM COATES $960 TARUN SAWNEY $960 JARED RAGLAND $284 KATHARINE GOODLOE $233 GIDEON LETT $960 FORM 990, PART VI, SECTION A, LINE 6 BSA HAS GLOBAL MEMBERS AS DEFINED IN BSA'S BYLAWS, WHO HAVE A RIGHT TO A SEAT ON THE BOARD OF DIRECTORS, AND THEREBY, A DIRECT VOICE IN MAKING POLICY DECISIONS AND SETTING THE OVERALL DIRECTION OF BSA. FORM 990, PART VI, SECTION A, LINE 7A BSA HAS GLOBAL AND GLOBAL POLICY MEMBERS AS DEFINED IN BSA'S BYLAWS, WHO HAVE THE RIGHT TO A SEAT ON THE BOARD OF DIRECTORS, AND THEREBY, A DIRECT VOICE IN MAKING POLICY DECISIONS AND SETTING THE OVERALL DIRECTION OF BSA. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY BSA BUSINESS SOFTWARE ALLIANCE, INC. ACCOUNTING STAFF AND IT WAS REVIEWED BY BSA'S FINANCE DIRECTOR, CFO, OUTSIDE COUNSEL AND TAX ADVISOR. THE 990 WAS THEN PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AN OFFICER, DIRECTOR, OR EMPLOYEE RECEIVES, REVIEWS AND ACKNOWLEDGES IN WRITING HIS OR HER COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND DISCLOSES ANY EXISTING CONFLICTS OF WHICH HE OR SHE IS CURRENTLY AWARE. IN THIS WRITTEN ACKNOWLEDGEMENT, THE INDIVIDUAL AGREES TO REPORT PROMPTLY TO BSA ANY CHANGES OR ADDITIONS TO THEIR INITIAL CONFLICT DISCLOSURE, INCLUDING BUT NOT LIMITED TO ANY INSTANCE OF A CONFLICT OR APPARENT CONFLICT THAT MAY SUBSEQUENTLY ARISE. IN ADDITION, BSA REGULARLY INFORMS ITS MEMBERS OF THIS POLICY AND PUBLICIZES METHODS TO REPORT CONFLICTS VIA A CONFIDENTIAL HOTLINE. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CEO, THE BOARD'S EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE REVIEW ON AN ANNUAL BASIS AND DETERMINES COMPENSATION. COMPENSATION PAID TO OTHER NONPROFIT EXECUTIVES IN COMPARABLE POSITIONS IS CONSIDERED DURING THIS PROCESS. FOR OTHER OFFICERS AND KEY EMPLOYEES, COMPENSATION PAID TO OTHER EXECUTIVES IN COMPARABLE POSITIONS IS CONSIDERED DURING THIS PROCESS. ALL OFFICERS AND THE KEY EMPLOYEES LISTED ON THE FORM 990 ARE SUBJECT TO AN ANNUAL PERFORMANCE REVIEW. ANY MERIT INCREASES AND BONUSES ARE DETERMINED BASED UPON PERFORMANCE VERSUS PREDEFINED GOALS AND OBJECTIVES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: UNREALIZED GAIN (LOSS) ON FOREIGN CURRENCY -84,786. FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED SINCE THE PRIOR TAX YEAR. SOFTWARE EDUCATION FOUNDATION 200 MASSACHUSETTS AVE NW STE 310 WASHINGTON DC 20001 814001808 SOFTWARE EDUCATION DC 501(C)(3) LINE 12A, I BSA 1 BSATHE SOFTWARE ALLIANCE PAC 200 MASSACHUSETTS AVE NW STE 310 WASHINGTON DC 20001 841693724 CAMPAIGN SUPPORT DC 527 BSA 1 BUSINESS SOFTWARE ALLIANCE DO BRAZIL RUA SAMUEL MORSE NO 134-BROOK SAO PAULO BR TRADE ASSOCIATION IN BRAZIL BR BSA 1 BSA SOFTWARE SERVICES 200 MASSACHUSETTS AVE NW STE 310 WASHINGTON DC 20001 472868237 TELEMKTG SOFT DE BSA C 6081677 1436544 1.00000 1 BSA SOFTWARE SERVICES DO BRASIL EDIFICIO GIOVANNI GRONCHI NO 6195 SAO PAULO BR 05724003 TELEMKTG SOFT BR BSA C 433428 497648 0.99990 1 BEIJING SOFT BUSINESS SOFTWARE SERVICES COMPANY 1501 12TH FL UNIT 1 BUILDING 8 XIAOYUNLI BEIJING CH SOFTWARE SUPPORT SVCS CH BSA SOFTWARE SERVICES C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 BSA SOFTWARE SERVICES INC N 755348 COST- SERVICES AND EXPENSES BSA SOFTWARE SERVICES INC O 746305 PAYROLL COSTS SOFTWARE EDUCATION FOUNDATION N 41273 COST- SERVICES AND EXPENSES