2024-10-10T19:07:59-05:00 2023-11-30 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-12-01 131954338 INFORMATION TECHNOLOGY INDUSTRY COUNCIL INFO 2027378888 700 K STREET NW 600 WASHINGTON DC 20001 JASON OXMAN PRESIDENT & CEO 2027378888 2024-10-10 1 1 FRANK SMITH P00639053 2022274000 2022 2024-10-15 13:58:12Z ITIC JASON OXMAN 700 K STREET NW 600 WASHINGTON DC 20001 28947820 0 X WWW.ITIC.ORG X 1994 DE TO PROMOTE THE GLOBAL COMPETITIVENESS OF ITS MEMBER COMPANIES. 79 79 70 81 0 0 0 0 20313111 20882213 -264495 743614 0 0 20048616 21625827 75000 75000 0 0 12263660 13596449 0 0 0 7054154 7315826 19392814 20987275 655802 638552 23301234 27441577 12159037 15313828 11142197 12127749 TO SHAPE POLICY ISSUES AND DRIVE STANDARDS THAT CREATE A GLOBAL COMPETITIVE BUSINESS ENVIRONMENT. 0 0 ITIC HELPS MEMBER COMPANIES ACHIEVE THEIR POLICY OBJECTIVES THROUGH BUILDING RELATIONSHIPS WITH MEMBERS OF CONGRESS, ADMINISTRATION OFFICIALS, AND INTERNATIONAL MARKETS; ORGANIZING INDUSTRY-WIDE CONSENSUS ON POLICY ISSUES; AND WORKING TO ENACT PRO-INNOVATION GOVERNMENT POLICIES. ITIC WORKS TO REDUCE BARRIERS THAT STIFLE INNOVATION, INCREASE ACCESS TO GLOBAL MARKETS, PROMOTE E-COMMERCE EXPANSION, PROTECT CONSUMER CHOICE, AND ENHANCE THE GLOBAL COMPETITIVENESS OF OUR COMPANIES. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 0 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 30 0 1 70 1 0 0 0 0 1 1 0 1 0 X 79 79 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 X THE ORGANIZATION 2027378888 700 K STREET NW 600 WASHINGTON DC 20001 JAMES HAYES CHAIR 1.00 X X 0 0 0 BARBARA BAFFER VICE CHAIR 1.00 X X 0 0 0 HAYDEN ALLAN DIRECTOR 1.00 X 0 0 0 KIM ALLMAN DIRECTOR 1.00 X 0 0 0 EMMA ASCROFT DIRECTOR 1.00 X 0 0 0 DREW BAGLEY DIRECTOR 1.00 X 0 0 0 NEIL BJORKMAN DIRECTOR 1.00 X 0 0 0 MARK BOHANNON DIRECTOR 1.00 X 0 0 0 STEPHEN BONNER DIRECTOR 1.00 X 0 0 0 APRIL BOYD DIRECTOR 1.00 X 0 0 0 PATRICK BREWER DIRECTOR 1.00 X 0 0 0 PAUL BROWNELL DIRECTOR 1.00 X 0 0 0 MICHELE CAHN DIRECTOR 1.00 X 0 0 0 JEFF CAMPBELL DIRECTOR 1.00 X 0 0 0 HUGH CARROLL DIRECTOR 1.00 X 0 0 0 JUSTIN CLAY DIRECTOR 1.00 X 0 0 0 PETER CLEVELAND DIRECTOR 1.00 X 0 0 0 BRIAN CONKLIN DIRECTOR 1.00 X 0 0 0 AMBER COTTLE DIRECTOR 1.00 X 0 0 0 RUSS ELMER DIRECTOR 1.00 X 0 0 0 ERIN ENNIS DIRECTOR 1.00 X 0 0 0 TUCKER FOOTE DIRECTOR 1.00 X 0 0 0 JOSEPH FORTSON DIRECTOR 1.00 X 0 0 0 CATHY FOSTER DIRECTOR 1.00 X 0 0 0 GENE FULLANO DIRECTOR 1.00 X 0 0 0 JENNIFER GALLAGHER DIRECTOR 1.00 X 0 0 0 HUGH GAMBLE DIRECTOR 1.00 X 0 0 0 TOM GANN DIRECTOR 1.00 X 0 0 0 SAMPAK GARG DIRECTOR 1.00 X 0 0 0 JAMES S GIGRICH DIRECTOR 1.00 X 0 0 0 JOHN GODFREY DIRECTOR 1.00 X 0 0 0 BRIAN HUSEMAN DIRECTOR 1.00 X 0 0 0 JACE JOHNSON DIRECTOR 1.00 X 0 0 0 JOSH KALLMER DIRECTOR 1.00 X 0 0 0 MICHAEL KENNEDY DIRECTOR 1.00 X 0 0 0 GEN KURAMOTO DIRECTOR 1.00 X 0 0 0 ANDREW LEVY DIRECTOR 1.00 X 0 0 0 SEYMOUR LIEBMAN DIRECTOR 1.00 X 0 0 0 DAVID LUCEY DIRECTOR 1.00 X 0 0 0 SABEEN MALIK DIRECTOR 1.00 X 0 0 0 KEVIN MARTIN DIRECTOR 1.00 X 0 0 0 BRITTANY MASALOSALO DIRECTOR 1.00 X 0 0 0 CASH MCCRACKEN DIRECTOR 1.00 X 0 0 0 SUSAN MOORE DIRECTOR 1.00 X 0 0 0 BRIDGET NEILL DIRECTOR 1.00 X 0 0 0 LING-LING NIE DIRECTOR 1.00 X 0 0 0 MICHELLE O'NEILL DIRECTOR 1.00 X 0 0 0 DAVID OHRENSTEIN DIRECTOR - UNTIL 06/23 1.00 X 0 0 0 TRACY OWENS DIRECTOR 1.00 X 0 0 0 CHRIS PADILLA DIRECTOR 1.00 X 0 0 0 SHAMA PATARI DIRECTOR 1.00 X 0 0 0 STEVEN PERKINS DIRECTOR - UNTIL 05/23 1.00 X 0 0 0 GERRY PETRELLA DIRECTOR 1.00 X 0 0 0 STACI PIES DIRECTOR 1.00 X 0 0 0 KRISTINA PISANELLI DIRECTOR 1.00 X 0 0 0 TIM POWDERLY DIRECTOR 1.00 X 0 0 0 KEVIN RICHARDS DIRECTOR 1.00 X 0 0 0 SANFORD REBACK DIRECTOR 1.00 X 0 0 0 VALENTINA RUCKER DIRECTOR 1.00 X 0 0 0 BRIE SACHSE DIRECTOR 1.00 X 0 0 0 YUKA SATO DIRECTOR 1.00 X 0 0 0 KEVIN SELF DIRECTOR 1.00 X 0 0 0 DIMPLE SHAH DIRECTOR 1.00 X 0 0 0 JOHANNA SHELTON DIRECTOR 1.00 X 0 0 0 STEVE SON DIRECTOR 1.00 X 0 0 0 JENNIFER STOUT DIRECTOR 1.00 X 0 0 0 TOM TARANTINO DIRECTOR 1.00 X 0 0 0 ALLEN THOMPSON DIRECTOR 1.00 X 0 0 0 TERRENCE THOMPSON DIRECTOR 1.00 X 0 0 0 BOBBY THOMSON DIRECTOR 1.00 X 0 0 0 NATE TIBBITS DIRECTOR 1.00 X 0 0 0 DUSTIN TODD DIRECTOR 1.00 X 0 0 0 MOLLY TREESE DIRECTOR 1.00 X 0 0 0 LAUREN VAN WAZER DIRECTOR 1.00 X 0 0 0 SHAWN VASELL DIRECTOR 1.00 X 0 0 0 KRISTEN VERDERAME DIRECTOR 1.00 X 0 0 0 KYLE VICTOR DIRECTOR 1.00 X 0 0 0 RICHARD WHITT DIRECTOR 1.00 X 0 0 0 SHAWN P WILSON DIRECTOR 1.00 X 0 0 0 ORLIE YANIV DIRECTOR 1.00 X 0 0 0 TOBI YOUNG DIRECTOR 1.00 X 0 0 0 JASON OXMAN PRESIDENT & CEO 40.00 X 1240801 0 119794 TERESA O'BRIEN CFO & SVP, ADMINISTRATION 40.00 X 376754 0 38369 ANDREW HALATAEI EVP, GOV'T AFFAIRS - UNTIL 09/23 40.00 X 593926 0 12200 ASHLEY BERRANG EVP, PUBLIC AFFAIRS 40.00 X 518571 0 35083 ROBERT STRAYER EVP, POLICY 40.00 X 461603 0 47594 GORDON BITKO EVP, POLICY 40.00 X 352693 0 81928 DAVID BAIN EVP, INCITS 40.00 X 287641 0 11672 JOHN MILLER SVP, POLICY, TDT & GC 40.00 X 321671 0 31411 JENNIE COURTS SVP, COMMUNICATIONS 40.00 X 278887 0 39220 NAOMI WILSON VP, POLICY 40.00 X 254879 0 33279 CHRISTOPHER CLEET VP, POLICY, E & S AND REGULATORY 40.00 X 232252 0 36983 MARGARET MCCARTHY SR. DIR., GOV'T AFFAIRS 40.00 X 243471 0 14824 5163149 0 502357 32 0 1 0 VENABLE LLP PO BOX 62727 BALTIMORE MD 21264 CONSULTING SERVICES 259159 GUIDEPOSTSTRATEGIES LLC PO BOX 28249 WASHINGTON DC 20038 CONSULTING SERVICES 180000 HIGHER LOGIC LLC PO BOX 645579 PITTSBURGH PA 15264 CONSULTING SERVICES 131656 GLEN ECHO GROUP LLC 2001 L STREET NW SUITE 901 WASHINGTON DC 20036 CONSULTING SERVICES 120300 4 MEMBERSHIP DUES 900099 17379846 17379846 SERVICE FEES 900099 1361146 1361146 PROGRAM FEES 900099 841480 841480 MEMBER DIRECTED PROGR. 900099 699315 699315 REGISTRATION FEES 900099 326325 326325 274101 274101 20882213 817636 817636 487279 487279 0 0 6760692 6834714 -74022 -74022 -74022 21625827 20882213 0 743614 X 75000 4210643 7966330 21706 547336 850434 23924 77527 3278995 273916 347782 884982 402456 727932 277172 81979 MEMBERSHIP AND SUBSCR. 546476 PASSTHROUGH EXPENSES 368500 EDUCATION & TRAINING 23692 TAXES & LICENSES 493 20987275 5086072 1061357 5581924 10495808 466799 451223 875737 457963 3197806 1411251 2063727 1786555 9137283 8144757 89692 5043914 23301234 27441577 3462553 2014324 5555390 4173949 3141094 9125555 12159037 15313828 X 11142197 12127749 11142197 12127749 23301234 27441577 638552 347000 0 X 0 1 X 1 0 0 0 1 17379846 3275517 1031035 4306552 3041473 1265079 2316386 877557 1438829 881420 533694 347726 1786555 RIGHT-OF-USE ASSET - OPERATING 4876211 DUE FROM RELATED ENTITY 167703 5043914 LEASE LIABILITY - OPERATING 7720477 DEFERRED COMPENSATION LIABILITY 1399078 ACCRUED RENT 6000 9125555 X 22382579 347000 487279 834279 21548300 77527 77527 21625827 21397027 487279 487279 20909748 77527 77527 20987275 PART X, LINE 2: ITIC PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED NOVEMBER 30, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 487,279. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 487,279. 1 INFORMATION TECHNOLOGY AND INNOVATION FOUNDATION 700 K STREET STE 600 WASHINGTON DC 20001 204403497 501(C)(3) 0 75000 BOOK DONATED OUT-OF-POCKET EXPENSES SUPPORT PROGRAM SERVICE ACTIVITIES 1 0 PART I, LINE 1: ITIC CONTRIBUTES TO SUPPORT PROGRAM ACTIVITIES RELATED TO THE TECH INDUSTRY BASED ON ITIC ORGANIZATIONAL GOALS. ITIC EVALUATES THE NONPROFIT'S MISSION AND ITS FINANCIAL POSITION AS REPORTED IN FORM 990. PART I, LINE 2: GRANTS ARE IN THE FORM OF DONATED OUT-OF-POCKET EXPENSES AND ARE DOCUMENTED INTERNALLY. X 0 1 0 JASON OXMAN PRESIDENT & CEO 940345 0 300000 0 456 0 112200 0 7594 0 1360595 0 0 0 ANDREW HALATAEI EVP, GOV'T AFFAIRS - UNTIL 09/23 452596 0 67500 0 73830 0 12200 0 0 0 606126 0 73533 0 ASHLEY BERRANG EVP, PUBLIC AFFAIRS 399292 0 60000 0 59279 0 12200 0 22883 0 553654 0 59101 0 ROBERT STRAYER EVP, POLICY 401306 0 60000 0 297 0 40000 0 7594 0 509197 0 0 0 GORDON BITKO EVP, POLICY 299737 0 52500 0 456 0 52200 0 29728 0 434621 0 0 0 TERESA O'BRIEN CFO & SVP, ADMINISTRATION 326697 0 48750 0 1307 0 37200 0 1169 0 415123 0 0 0 JOHN MILLER SVP, POLICY, TDT & GC 297215 0 24000 0 456 0 11100 0 20311 0 353082 0 0 0 JENNIE COURTS SVP, COMMUNICATIONS 235309 0 43400 0 178 0 9697 0 29523 0 318107 0 0 0 DAVID BAIN EVP, INCITS 249685 0 37500 0 456 0 8885 0 2787 0 299313 0 0 0 NAOMI WILSON VP, POLICY 235501 0 19200 0 178 0 9644 0 23635 0 288158 0 0 0 CHRISTOPHER CLEET VP, POLICY, E & S AND REGULATORY 214196 0 17600 0 456 0 8820 0 28163 0 269235 0 0 0 MARGARET MCCARTHY SR. DIR., GOV'T AFFAIRS 221853 0 21440 0 178 0 5586 0 9238 0 258295 0 0 0 PART I, LINE 4B AMOUNTS ACCRUED UNDER SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2022 AND INCLUDED IN PART II, COLUMN (C): GORDON BITKO - EVP, PUBLIC SECTOR - $40,000 ROBERT STRAYER - EVP, POLICY - $40,000 TERESA O'BRIEN - CFO & SVP, ADMINISTRATION - $25,000 JASON OXMAN - PRESIDENT & CEO - $100,000 AMOUNTS DISTRIBUTED UNDER SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2022 AND INCLUDED IN PART II, COLUMN (B)(III): ANDREW HALATAEI - EVP, GOVERNMENT AFFAIRS - $73,533 ASHLEY BERRANG - EVP, PUBLIC AFFAIRS - $59,101 FORM 990, PART VI, SECTION A, LINE 6 THE ITIC MEMBERSHIP SHALL CONSIST OF GLOBAL TECHNOLOGY COMPANIES ENGAGED IN THE DEVELOPMENT, PUBLICATION, MANUFACTURE OR ASSEMBLY OF INFORMATION TECHNOLOGY PRODUCTS AND SERVICES. EACH MEMBER COMPANY HAS A SEAT ON THE BOARD OF DIRECTORS, WITH ALL THE RIGHTS, DUTIES AND PRIVILEGES THAT COME WITH THAT POSITION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY INTERNAL MANAGEMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED AT A MINIMUM TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST IN ACCORDANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF ITIC OFFICERS IS OVERSEEN BY THE COMPENSATION COMMITTEE OF THE BOARD. THEIR DECISION-MAKING PROCESS WILL INCLUDE REFERENCE TO WHATEVER INDEPENDENT DATA THEY FIND RELEVANT AND APPROPRIATE IN MAKING THEIR DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THE 990 IS AVAILABLE UPON REQUEST. OTHER DOCUMENTS REFERENCED (GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS) ARE AVAILABLE ONLY TO ITIC MEMBER COMPANIES UPON REQUEST. MONTHLY FINANCIAL REPORTS ARE PROVIDED TO THE EXECUTIVE COMMITTEE, AND SEMI-ANNUAL FINANCIAL REPORTS ARE PROVIDED TO THE FULL BOARD. FORM 990, PART IX, LINE 11G CONTRACT SERVICES 3,278,995. INFORMATION TECHNOLOGY INDUSTRY INSTITUTE 700 K STREET NW SUITE 600 WASHINGTON DC 20001 992439220 EDUCATION ON THE BENEFITS OF TECHNOLOGY DE 501(C)(3) LINE 12A, I INFORMATION TECHNOLOGY INDUSTRY COUNCIL 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0