2023-10-25T10:43:12-05:00 2022-12-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-01-01 521700108 Electronic Transactions Association ELEC 2028282635 1620 L Street NW Suite 1020 Washington DC 200365629 Jodie L Kelley Chief Executive Officer 2028282635 2023-10-20 1 Jodie Kelley XXX-XX-XXXX 1 Yong Zhang CPA P01249785 7038930300 2023-10-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Jodie L Kelley 1620 L Street NW Suite 1020 Washington DC 200365629 9148178 0 X https://www.electran.org/ X 1990 DC Provide leadership in the transaction processing industry through education and advocacy. 16 15 18 15 89794 0 392110 0 4201583 8646136 316295 267301 0 53675 4909988 8967112 0 4599 0 0 3014248 3008450 0 0 0 2798131 5606618 5812379 8619667 -902391 347445 10336129 10269663 3935241 5013388 6400888 5256275 ETA's stated mission is to fully serve its members and advance their profession by providing leadership through education, advocacy and the exchange of information. 0 0 Meetings:Transact, ETA's annual meeting and tradeshow, brings together all parts of the payments ecosystem to meet, see what's new, and learn what it takes to grow. Through networking events and education sessions, attendees learn about groundbreaking technology, security trends and policies impacting the industry. Public Policy:Policy activities focused on important issues for ETA members at the Federal and State level. We employ advocacy and education efforts to assist policy makers in understanding the modern payments world. Communications:ETA serves as a primary source for the media on payments trends and is viewed as a thought leader within the payments technology industry. ETA's print publication, Transaction Trends, is published and distributed four times a year. Additionally, ETA's blog transactiontrends.com and social media channels provide timely industry information. ETA's weekly newsletter is distributed to both members and others within the payments technology ecosystem. 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 22 0 1 18 1 1 1 0 0 0 1 1 0 0 0 X 16 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X Alexis Byrne COO 2028282635 1620 L Street NW Suite 1020 Washington DC 200365629 Guy Harris Past - President 2.00 X X 0 0 0 Philip McHugh President 2.00 X X 0 0 0 Eric Hoffman President-Elect 2.00 X X 0 0 0 Cameron Bready Treasurer 2.00 X X 0 0 0 Derek Webster Secretary 2.00 X X 0 0 0 Ralph Dangelmaier Director 0.50 X 0 0 0 Bala Janakiraman Director 0.50 X 0 0 0 Jim Johnson Director 0.50 X 0 0 0 Julie Pukas Director 0.50 X 0 0 0 Suzan Kereere Director 0.50 X 0 0 0 Bharathi Ramavarjula Director 0.50 X 0 0 0 Drew Soinski Director 0.50 X 0 0 0 Christopher Sweetland Director 0.50 X 0 0 0 Jamie Walker Director 0.50 X 0 0 0 Erika Wool Director 0.50 X 0 0 0 Jodie L Kelley Chief Executive Officer 37.50 X X 922929 0 61024 Scott Talbott SVP Government Affairs 37.50 X 355108 0 37808 Alexis Byrne COO 37.50 X 216112 0 20190 Seemin Qadiri VP of Marketing 37.50 X 206182 0 32012 Jeffrey Patchen Director of Federal Affairs 37.50 X 147915 0 20596 Allison Furlong Director 37.50 X 140889 0 14137 1989135 0 185767 6 0 1 0 RIVE LLC 1615 L St NW Ste 615 Washington DC 20036 Event Management Services 166278 Venable LLP 600 Massachusetts Avenue NW Washington DC 20001 Legal 125880 2 Meetings and events 611430 5219322 2383572 25771 2809979 Membership dues 813920 3174593 3174593 Education and credentialing 611430 188198 188198 Publication advertising 541800 64023 64023 8646136 228740 228740 219627 181066 38561 38561 38561 Other income 900099 53675 53675 53675 8967112 5746363 89794 3130955 X 4599 1886498 885796 81930 43614 110612 62662 40093 254150 20137 1632043 249115 185198 104898 300620 279129 2197437 191 54339 30006 Recruitment 132825 Dues and subscriptions 56925 Parking 6600 Business taxes 250 8619667 1406691 1601725 284722 17528 134818 281123 253010 717923 814526 526501 231883 288025 7866096 6659610 158909 703729 10336129 10269663 1110936 1535827 2273929 2442290 550376 1035271 3935241 5013388 X 6375911 5236041 24977 20234 6400888 5256275 10336129 10269663 347445 -1492058 0 X X 0 1 X 1 0 0 0 1 3174593 903859 393646 1297505 507935 789570 24977 -4743 20234 21802 3175 24977 19170 2632 21802 15000 4170 19170 15000 15000 1.00000 0 0 434615 263990 170625 103574 96656 6918 276337 165855 110482 288025 Deferred compensation assets 496305 Deposit 100130 Due from EPA PAC 1168 Right-of-use asset - operating lease 93702 Right-of-use asset - finance lease 12424 703729 Deferred compensation liabilities 496305 Lease liability - operating lease 526620 Lease liability - finance lease 12346 1035271 X 7644957 -1492058 188940 1100 -1302018 8946975 20137 20137 8967112 8791138 188940 2668 191608 8599530 20137 20137 8619667 Part V, Line 4: The Association's endowment funds include the Joe Kaplan Memorial Scholarship Fund established in September 2018. The earnings on this fund will be used to support scholarship awards. Part X, Line 2: Management has evaluated the Association's tax positions and concluded that the Association's consolidated financial statements do not include any uncertain tax positions. Part XI, Line 2d - Other Adjustments: Consolidated PAC Revenue 1,100. Part XII, Line 2d - Other Adjustments: Consolidated PAC expenses (net of voided checks) 2,668. X 1 1 X X X X 0 1 0 Jodie L Kelley Chief Executive Officer 599703 0 250000 0 73226 0 41977 0 19047 0 983953 0 0 0 Scott Talbott SVP Government Affairs 299382 0 55000 0 726 0 27000 0 10808 0 392916 0 0 0 Seemin Qadiri VP of Marketing 191637 0 14250 0 295 0 27000 0 5012 0 238194 0 0 0 Alexis Byrne COO 196696 0 19000 0 416 0 19926 0 264 0 236302 0 0 0 Jeffrey Patchen Director of Federal Affairs 141015 0 6900 0 0 0 20500 0 96 0 168511 0 0 0 Allison Furlong Director 139956 0 933 0 0 0 14093 0 44 0 155026 0 0 0 Part I, Line 1a The first class tickets are for Jodie Kelly, they are not taxable, our travel agent was able to upgrade the tickets without additional cost. Part I, Line 4b Chief Executive Officer Jodie Kelley received $72,450 in 457(f) compensation. Form 990, Part VI, Section A, line 1a The Executive Committee consists of the President, President-Elect, Treasurer, Secretary, Immediate Past President and Chief Executive Officer, each with a right to vote. The Executive Committee shall have full powers and authority to the extent permitted by law to manage and control the Association during intervals between meetings of the Board. In no event, however, shall the Executive Committee have authority to amend the Articles of Incorporation, amend or repeal the Bylaws, elect or remove Officers, change dues or assessments, adopt a plan of merger or consolidation, or sell, lease, exchange, mortgage, pledge or otherwise dispose of all or substantially all of the property or assets of the Association. Form 990, Part VI, Section A, line 6 ETA has two classes of members: General members and industry partners. Membership privileges are granted to those members that are current on membership dues. Members have one vote on all matters coming before the general membership and designate an individual person from the member company to serve as their designated voting representative. The membership elects the Board of Directors. Elections are conducted in compliance with the requirements of DC Not for Profit corporate statutes and as set forth in the organizational bylaws. Form 990, Part VI, Section A, line 7a Dues-paying members have the right to elect the Board of Directors of the organization. Form 990, Part VI, Section A, line 7b Changes to the bylaws require approval by membership vote. Form 990, Part VI, Section B, line 11b A copy of the Form 990 will be provided to the full board prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Board members disclose conflicts of interest in a signed statement annually. Any conflicts that arise are discussed with the President and Executive Committee to determine the course of action. Form 990, Part VI, Section B, line 15a The Executive Committee reviews compensation of the CEO annually by using comparable salary information obtained from ASAE and other market studies. Form 990, Part VI, Section C, line 19 Form 990 and 990-T are made available to the public upon request. Form 990, Part IX, line 11g Consultants, commissions and other professional fees 1,632,043. Form 990, Part XII, line 2c The organization's oversight process of audit has been consistent with prior years. Electronic Transactions Association Political Action Committee 1620 L Street Suite 1020 Washington DC 20036 463394476 Political Action Committee DC 527 ETA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Schedule R, Part II, Column (b) Electronic Transactions Association Political Action Committee (ETAPAC) is the federally registered political action committee (PAC) of Electronic Transactions Association. ETAPAC is dedicated to supporting pro-industry candidates for the United States Senate and House of Representatives. ETAPAC ensures that ETA remains the primary voice in the electoral process by supporting candidates who understand the electronic transactions industry and related issues.