INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC (EIN 23-7067291)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202343149349304789
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T15:15:36+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237067291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INFO | BusinessNameControlTxt |
| Phone | 8472531545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST GOLF ROAD STE 400 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Kyei-Boateng | PersonNm |
| Person Title | Treasurer & CFO | PersonTitleTxt |
| Phone | 8476605714 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Kyei-Boateng | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mallory Fairless | PreparerPersonNm |
| PTIN | P10321579 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISACA | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Kyei-Boateng | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST GOLF ROAD STE 400 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $121,454,401 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ISACA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The primary purpose of the association is to advance digital trust while helping people and organizations realize the positive potential of technology. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 381 | TotalEmployeeCnt |
| Total Volunteers | 1380 | TotalVolunteersCnt |
| Total Gross UBI | $1,970,362 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $88,843,595 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $88,513,405 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,497,817 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,619,939 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,409,909 | PYOtherRevenueAmt |
| CY Other Revenue | $9,666,734 | CYOtherRevenueAmt |
| PY Total Revenue | $101,751,321 | PYTotalRevenueAmt |
| CY Total Revenue | $103,800,078 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,275,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $41,638,798 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $47,357,079 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,131,814 | PYOtherExpensesAmt |
| CY Other Expenses | $57,876,116 | CYOtherExpensesAmt |
| PY Total Expenses | $83,779,212 | PYTotalExpensesAmt |
| CY Total Expenses | $106,508,195 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,972,109 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,708,117 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $168,414,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,100,204 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $50,109,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,125,153 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $118,304,434 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $97,975,051 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Information Systems Audit and Control Association (ISACA) serves individuals and enterprises by being a leading global provider of knowledge, certifications, community, advocacy and education on information systems assurance and security, governance, risk, privacy, and other related digital trust topics. Founded in 1969, ISACA sponsors international conferences, publishes the ISACA Journal, conducts and publishes research, provides benefits globally to more than 169,000 members in more than 185 countries and develops international information systems auditing and control standards. ISACA also administers the globally respected Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), Certified in the Governance of Enterprise IT (CGEIT), Certified in Risk and Information Systems Control (CRISC), Certified Data Privacy Solutions Engineer (CDPSE), CSX Practitioner (CSX-P), Certified in Emerging Technology (CET) and Information. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | Information Systems Audit and Control Association's (ISACA) primary purpose is to serve its members and their organizations. One way ISACA does so is by helping members do their jobs better, offering them pragmatic guidance on how to safely and effectively implement technology. ISACA annually produces hundreds of knowledge assets in various formats, including print, digital, interactive (tools, audit programs), video and audio. In 2022, ISACA hosted a combination of in-person (ISACA Conference North America in New Orleans, USA, and ISACA Conference Europe in Rome, Italy) and virtual events. The association offers member benefits in the areas of professional development, community, mentoring and leadership and volunteer opportunities, and continually reviews and expands its portfolio of benefits to address the changing needs of members. Many member benefits are documented and further explained within the other responses on this form. More than 33,000 new members joined the ISACA professional community in 2022. ISACA has 225 local chapters in 98 countries. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Information technology (IT) is a rapidly changing industry, and it demands a commitment on the part of its practitioners to learn continuously and master new skills. Certification is one way to expand one's skill set and be recognized for doing so. Holding an ISACA professional certification demonstrates excellence in the topic and a commitment to remaining current and informed; it distinguishes an individual from his/her peers. ISACA offers several certification exams: Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), Certified in the Governance of Enterprise IT (CGEIT), Certified in Risk and Information Systems Control (CRISC), Certified Data Privacy Solutions Engineer (CDPSE) and CSX Practitioner (CSX-P) designations. More recently, ISACA introduced stackable certificates that add up to a full certification for the Certified in Emerging Technology (CET) and Information Technology Certified Associate (ITCA) credentials. More than 189,000 CISAs have been certified since its inception in 1978; more than 78,000 CISMs have been certified since its inception in 2002; more than 10,000 CGEITs have been certified since its inception in 2007, more than 36,000 CRISCs have been certified since its inception in 2010 and more than 19,000 CDPSES have been certified since its inception in 2020. ISACA, in collaboration with the Cloud Security Alliance, also offers a Certificate of Cloud Auditing Knowledge (CCAK), and in 2022, put forward a new IT Audit Fundamentals Certificate. Additionally, ISACA offers a Cybersecurity Audit Certificate. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | In 2022, the ISACA education roster included virtual and in-person ISACA conferences in several regions covering a range of topics such as IT audit, IT governance, risk management, cybersecurity and data privacy. This was in addition to week-long training events focusing in-depth on one or two topics. ISACA is dedicated to monitoring the professional environment and developing new programs as needed to complement its established portfolio of events. The association has focused a considerable amount of effort on digital learning platforms, as it provides a way to cover emerging topics on a timely basis and offer low-cost education to a globally dispersed audience. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ISACA targets two goals with its activities: helping professionals realize the positive potential of technology and inspiring confidence that enables innovation through technology. The association achieves those activities by providing information, standards, publications, and academic guidance (in addition to the items noted in the descriptions of program achievements 1, 2 and 3). The ISACA Journal is ISACA's official magazine. Issued bimonthly, and supplemented in the off months by online articles, the Journal seeks to enhance the proficiency and competitive advantage of its international readership by providing peer-reviewed managerial and technical guidance from experienced global authors. It is available in digital format on the website and via mobile app. In 2022, the ISACA Journal celebrated its 50th anniversary. ISACA also produces @ISACA, a weekly electronic newsletter dedicated to ISACA news. The ISACA Bookstore offers a selection of peer-reviewed publications on professional topics of interest to ISACA members, at discounted prices. New selections are added regularly, to ensure the catalog remains current with changing trends and member needs. ISACA continues to expand the platforms and languages in which its content is available to its professional community. The Publications team provided translations of many of its publications, including certification exams, study aids, ISACA Journal articles, COBIT 2019 and other research publications. Languages included Chinese (simplified and traditional), French, German, Italian, Japanese, Korean, Portuguese, Spanish and Turkish. ISACA issues Information Systems Auditing Standards, Guidelines and Procedures, which provide prescriptive or suggested guidance on how audits should be undertaken. The standards, guidelines and procedures are continually reviewed to ensure that new ones are developed or existing ones are revised as needed to align with new regulations or technologies. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 133 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 381 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Kyei-Boateng | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472531545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST GOLF ROAD SUITE 400 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DAVID A SAMUELSON | ||||||||||
| DIRECTOR & CEO | 40.0 | 2.0 | Yes (X) | Yes (X) | $1,150,986 | $0 | $49,177 | |||
| ASAF WEISBERG | ||||||||||
| DIRECTOR | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Bjorn Watne | ||||||||||
| Director (June-August 2022) | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| BRENNAN BAYBECK | ||||||||||
| Past CHAIR, 2019-2020 | 6.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| GABRIELA HERNANDEZ-CARDOSO | ||||||||||
| DIRECTOR | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| GERRARD SCHMID | ||||||||||
| DIRECTOR | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY J TOUHILL | ||||||||||
| Chair, 2021-2022 | 3.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| John De Santis | ||||||||||
| Director & Vice Chair | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| MAUREEN O'CONNELL | ||||||||||
| DIRECTOR | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Niel Harper | ||||||||||
| Director | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| PAM NIGRO | ||||||||||
| DIRECTOR & Chair, 2022-2023 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT A CLYDE | ||||||||||
| Past CHAIR, 2018-2019 | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| TRACEY DEDRICK | ||||||||||
| Past CHAIR, 2020-2021 | 6.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Veronica N Rose | ||||||||||
| Director | 3.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Josephine M Howard | ||||||||||
| SECRETARY & CORPORATE GOVERNANCE MANAGER | 40.0 | 2.0 | Yes (X) | $130,378 | $0 | $17,454 | ||||
| Thomas Kyei-Boateng | ||||||||||
| TREASURER & CFO | 40.0 | 2.0 | Yes (X) | $477,904 | $0 | $59,319 | ||||
| JULIA KANOUSE | ||||||||||
| Chief Marketing & Membership Officer | 40.0 | 0 | $650,255 | $0 | $50,884 | Yes (X) | ||||
| SIMONA ROLLINSON | ||||||||||
| Chief Operating Officer | 40.0 | 0 | $606,875 | $0 | $57,971 | Yes (X) | ||||
| Ajay Barot | ||||||||||
| Chief of Staff | 40.0 | 0 | $372,675 | $0 | $44,566 | Yes (X) | ||||
| RONALD LEAR | ||||||||||
| SENIOR DIRECTOR, CMMI PROGRAM | 40.0 | 0 | $362,489 | $0 | $56,827 | Yes (X) | ||||
| SHANNON DONAHUE | ||||||||||
| SVP Publishing | 40.0 | 0 | $375,450 | $0 | $54,000 | Yes (X) | ||||
| Sheera Eby | ||||||||||
| VP, INTEGRATED MARKETING | 40.0 | 0 | $350,075 | $0 | $24,256 | Yes (X) | ||||
| STEVEN MOLE | ||||||||||
| VP Enterprise Sales | 40.0 | 0 | $677,955 | $0 | $55,725 | Yes (X) | ||||
| Nader QAIMARI | ||||||||||
| CHIEF PRODUCT OFFICER | 40.0 | 0 | $363,576 | $0 | $1,307 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,518,618 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $471,486 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 121 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Greenberg Traurig LLP | ||||||
| 77 W Wacker Drive | Suite 3100 | Chicago | IL | 606014904 | Legal Services | $1,875,565 |
| Performance and Methods Consulting LLC | ||||||
| 116 Charlestown Hunt Drive | Phoenixville | PA | 19460 | Sales Performance Solutions | $292,851 | |
| Grant Thornton LLP | ||||||
| 171 N Clark Street | Chicago | IL | 60601 | IT Audit Work and Appraisals | $291,800 | |
| Richard J Lockman | ||||||
| 2551 Mackenzie Street | Laguna Hills | CA | 92653 | Sponsorship/Exhibitor/Advertising Sales | $254,050 | |
| Imperium Global Advisors LLC | ||||||
| 12034 Devilwood Drive | Potomac | MD | 20854 | Government Affairs/Public Relations | $221,109 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Credentials | 611430 | $34,721,932 | $34,721,932 |
| Enterprise assessment | 611430 | $24,662,757 | $24,662,757 |
| Membership | 900099 | $20,129,633 | $20,129,633 |
| Training | 611430 | $5,908,733 | $5,908,733 |
| Conference & Events | 611430 | $1,720,011 | $1,720,011 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,370,339 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,370,339 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $88,513,405 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,983,763 | TotalRevenueColumnAmt |
| Exclusion | $2,983,763 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,790 | TotalRevenueColumnAmt |
| Exclusion | $96,790 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,994,848 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,358,672 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,636,176 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,636,176 | TotalRevenueColumnAmt |
| Exclusion | $2,636,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,506,083 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $295,651 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,210,432 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,210,432 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADVERTISING | 900004 | $389,150 | $389,150 | |
| SPONSORSHIP | 541800 | $1,970,362 | $1,970,362 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,359,512 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,800,078 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $96,112,987 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,970,362 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,716,729 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,265,000 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,251,203 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,883 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,549,674 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,447,921 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,094,022 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,649,376 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,101,733 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,340 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,805 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,218 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,813,254 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,623,594 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,921,437 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,062,759 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,893 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,186,812 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,952,629 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,939,034 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,394,952 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,443 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BAD DEBT | $537,500 |
| Taxes & Licenses Fee | $530,888 |
| Dues & Subscriptions | $200,799 |
| MEMBER RECOGNITION | $143,525 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,684,399 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,508,195 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,299,077 | BOYAmt |
| EOY | $21,671,683 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,765,548 | BOYAmt |
| EOY | $4,365,337 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,115,365 | BOYAmt |
| EOY | $15,579,296 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,084 | BOYAmt |
| EOY | $728,534 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,621,403 | BOYAmt |
| EOY | $2,814,982 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,842,983 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,256,631 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,875,581 | BOYAmt |
| EOY | $11,586,352 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,167,871 | BOYAmt |
| EOY | $78,895,520 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,284,416 | BOYAmt |
| EOY | $8,498,944 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,686,778 | BOYAmt |
| EOY | $5,136,725 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,983,175 | BOYAmt |
| EOY | $5,822,831 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,414,298 | BOYAmt |
| EOY | $155,100,204 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,640,976 | BOYAmt |
| EOY | $23,300,366 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,764,582 | BOYAmt |
| EOY | $26,369,921 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,704,306 | BOYAmt |
| EOY | $7,451,369 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,497 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,109,864 | BOYAmt |
| EOY | $57,125,153 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,304,434 | BOYAmt |
| EOY | $97,975,051 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,304,434 | BOYAmt |
| EOY | $97,975,051 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,414,298 | BOYAmt |
| EOY | $155,100,204 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,708,117 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$17,621,266 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $20,129,633 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $567,805 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $0 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $567,805 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $603,889 | AggregateReportedDuesNtcAmt |
| Carried Over | $0 | CarriedOverAmt |
| Taxable | -$36,084 | TaxableAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,563,833 | BeginningYearBalanceAmt |
| Contributions | $7,230,271 | ContributionsAmt |
| End Year Balance | $41,794,104 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,026,348 | BeginningYearBalanceAmt |
| Other Expenditures | $17,462,515 | OtherExpendituresAmt |
| End Year Balance | $34,563,833 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,324,563 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Other Expenditures | $3,298,215 | OtherExpendituresAmt |
| End Year Balance | $52,026,348 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,690,845 | BeginningYearBalanceAmt |
| Contributions | $4,633,718 | ContributionsAmt |
| End Year Balance | $55,324,563 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,245,570 | BeginningYearBalanceAmt |
| Contributions | $3,445,275 | ContributionsAmt |
| End Year Balance | $50,690,845 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,347,679 | OtherCostOrOtherBasisAmt |
| Depreciation | $430,009 | DepreciationAmt |
| Book Value | $6,917,670 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,743 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,904 | DepreciationAmt |
| Book Value | $33,839 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,422,561 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,787,718 | DepreciationAmt |
| Book Value | $4,634,843 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,586,352 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Alternative Investments | Desc |
| Book Value | $8,498,944 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,498,944 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Liabilities | Desc |
| Amt | $3,497 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,497 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $86,308,245 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$17,621,266 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$17,621,266 | RevenueNotReportedAmt |
| Revenue Subtotal | $103,929,511 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $166,218 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$295,651 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$129,433 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $103,800,078 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $106,637,628 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $295,651 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $295,651 | ExpensesNotReportedAmt |
| Expenses Subtotal | $106,341,977 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $166,218 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $166,218 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $106,508,195 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The Association's Board of Directors designated a portion of the organization's unrestricted net assets for contingency purposes in order to protect the organization against unforeseen global events and economic downturn. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Association and the Foundation have received favorable determination letters from the Internal Revenue Service stating that they are exempt from federal income taxes under section 501(a) of the internal revenue code of 1986 ("IRC"), as organizations described in Sections 501(C)(6) and 501(C)(3), respectively, except for income taxes pertaining to unrelated business income. Management has determined that there are no material uncertain positions that require recognition in the financial statements. As of 31 December 2022 and 2021, the Association and the Foundation did not recognize any interest or penalties associated with tax matters. ISACA Global, Inc. accounted for income taxes pursuant to the asset and liability method which requires deferred income tax assets and liabilities to be computed annually for temporary differences between the financial statement and tax bases of assets and liabilities that will result in taxable or deductible amounts in the future based on enacted tax laws and rates applicable to the periods in which the temporary differences are expected to affect taxable income. Deferred tax assets which arose primarily from net operating loss carryforwards for federal and state income tax purposes, related to ISACA Global, Inc. and One In Tech, An ISACA Foundation, are not expected to be realized and therefore have a valuation allowance for the full amount of the related deferred tax asset recorded. The Association's, the Institute's and IGI's federal and state income tax returns prior to 2019 are closed, and management continually evaluates expiring statues of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Cost of Good Sold - -295651 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Cost of Goods Sold - 295651 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 1 | 1 | Conducting board meetings | Board Meetings - Greece (July) and Italy (Oct) | $536,275 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Committee Meeting | Digital Trust Advisory Meeting | $28,954 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | European Conference | $391,463 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $966,692 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $966,692 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Purpose Of Grant | Support Red Cross Activities in Ukraine | PurposeOfGrantTxt |
| Cash Grant | $10,000 | CashGrantAmt |
| Manner Of Cash Disbursement | Credit Card | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | Information Systems Audit and Control Association, Inc. (ISACA) has a corporate social responsibility program. The ISACA Board of Directors elected to make a donation for $10,000 to the International Committee of the Red Cross (CIRC) in support of CIRC activities in Ukraine in 2022. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual |
| Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements | EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | One In Tech An ISACA Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 East Golf Road | AddressLine1Txt |
| Address Line2 | 400 | AddressLine2Txt |
| City | Schaumburg | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601735820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 834605433 | RecipientEIN |
| IRC Section | 501(c)3 | IRCSectionDesc |
| Cash Grant | $1,250,000 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | ISACA'S Funding for New Chapters Program (U.S. and Worldwide): Chapters are an integral part of ISACA's success and future vision. Through its chapter network, ISACA provides members with education, resource sharing, advocacy, professional networking, and a host of other benefits at the local level. ISACA provides new chapters funding in the amount of US $2,000 to assist with chapter startup activities. This funding may be used for chapter administrative fees, a kick-off event, to build reserves, etc. The requirements are that the chapter needs to, 1) be registered locally, and 2) have a bank account in the chapter's name. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID A SAMUELSON | ||||||||||||||
| DIRECTOR & CEO | $590,460 | $0 | $537,276 | $0 | $23,250 | $0 | $14,500 | $0 | $34,677 | $0 | $1,200,163 | $0 | $0 | $0 |
| Thomas Kyei-Boateng | ||||||||||||||
| TREASURER & CFO | $291,189 | $0 | $166,364 | $0 | $20,351 | $0 | $14,500 | $0 | $44,819 | $0 | $537,223 | $0 | $0 | $0 |
| Nader QAIMARI | ||||||||||||||
| CHIEF PRODUCT OFFICER | $51,479 | $0 | $299,747 | $0 | $12,350 | $0 | $1,307 | $0 | $0 | $0 | $364,883 | $0 | $0 | $0 |
| JULIA KANOUSE | ||||||||||||||
| Chief Marketing & Membership Officer | $342,035 | $0 | $299,747 | $0 | $8,473 | $0 | $14,500 | $0 | $36,384 | $0 | $701,139 | $0 | $0 | $0 |
| SIMONA ROLLINSON | ||||||||||||||
| Chief Operating Officer | $329,599 | $0 | $263,779 | $0 | $13,497 | $0 | $14,500 | $0 | $43,471 | $0 | $664,846 | $0 | $0 | $0 |
| Ajay Barot | ||||||||||||||
| Chief of Staff | $269,310 | $0 | $102,465 | $0 | $900 | $0 | $13,659 | $0 | $30,907 | $0 | $417,241 | $0 | $0 | $0 |
| SHANNON DONAHUE | ||||||||||||||
| SVP Publishing | $264,840 | $0 | $109,715 | $0 | $895 | $0 | $13,597 | $0 | $40,403 | $0 | $429,450 | $0 | $0 | $0 |
| RONALD LEAR | ||||||||||||||
| SENIOR DIRECTOR, CMMI PROGRAM | $256,771 | $0 | $101,934 | $0 | $3,784 | $0 | $14,457 | $0 | $42,370 | $0 | $419,316 | $0 | $0 | $0 |
| STEVEN MOLE | ||||||||||||||
| VP Enterprise Sales | $252,249 | $0 | $423,287 | $0 | $2,419 | $0 | $14,500 | $0 | $41,225 | $0 | $733,680 | $0 | $0 | $0 |
| Sheera Eby | ||||||||||||||
| VP, INTEGRATED MARKETING | $243,122 | $0 | $105,750 | $0 | $1,203 | $0 | $12,161 | $0 | $12,095 | $0 | $374,331 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4a Severance or change-of-control payment | FormAndLineReferenceDesc |
| Explanation | DUE TO CONFIDENTIALITY AGREEMENTS THAT HAVE BEEN SIGNED, WE ARE PROHIBITED FROM DISCLOSING SPECIFIC AMOUNTS FOR EACH PERSON. HOWEVER, TO THE EXTENT SUCH AMOUNTS WERE CONSTRUCTIVELY RECEIVED IN THE CURRENT YEAR, THEY HAVE BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 Organization's mission continued | Technology Certified Associate (ITCA) designations. ISACA also supports development, update and education activities related to COBIT 2019, a framework for customizing and right-sizing enterprise governance of information and technology. ISACA's Capability Maturity Model Integration (CMMI) models help organizations shift from a compliance- and process-based improvement model to a flexible framework of best practices that provides demonstrable and measurable capability performance improvement results. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ including grants of $) ISACA targets two goals with its activities: helping professionals realize the positive potential of technology and inspiring confidence that enables innovation through technology. The association achieves those activities by providing information, standards, publications, and academic guidance (in addition to the items noted in the descriptions of program achievements 1, 2 and 3). The ISACA Journal is ISACA's official magazine. Issued bimonthly, and supplemented in the off months by online articles, the Journal seeks to enhance the proficiency and competitive advantage of its international readership by providing peer-reviewed managerial and technical guidance from experienced global authors. It is available in digital format on the website and via mobile app. In 2022, the ISACA Journal celebrated its 50th anniversary. ISACA also produces @ISACA, a weekly electronic newsletter dedicated to ISACA news. The ISACA Bookstore offers a selection of peer-reviewed publications on professional topics of interest to ISACA members, at discounted prices. New selections are added regularly, to ensure the catalog remains current with changing trends and member needs. ISACA continues to expand the platforms and languages in which its content is available to its professional community. The Publications team provided translations of many of its publications, including certification exams, study aids, ISACA Journal articles, COBIT 2019 and other research publications. Languages included Chinese (simplified and traditional), French, German, Italian, Japanese, Korean, Portuguese, Spanish and Turkish. ISACA issues Information Systems Auditing Standards, Guidelines and Procedures, which provide prescriptive or suggested guidance on how audits should be undertaken. The standards, guidelines and procedures are continually reviewed to ensure that new ones are developed or existing ones are revised as needed to align with new regulations or technologies. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | 1. Amending section 4.5(a) to add a 4th past chair: 2. Amending section 4.6(a) to add the 4th past chair to the list of Designated Directors; and 3. To increase the number of directors on the ISACA board to 14. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | ISACA maintains a membership of individuals; there is no corporate membership category. Anyone interested in the purposes and objectives of the association is eligible for membership. The vast majority of ISACA members also belong to a local chapter (membership in ISACA is required for anyone holding membership in a chapter. A member-at-large category exists for individuals who wish to join ISACA but who live at such a distance from a local chapter that attendance at meetings is prohibitive). Student and recent graduate member categories are offered as well. ISACA's membership is characterized by diversity. Members of ISACA's professional community live and work in more than 185 countries and run the gamut of job titles, including information system auditor, consultant, educator, information security manager, regulator, chief information officer, internal and external auditor, compliance officer, risk manager and student. Some are new to the field, while others are at middle management levels or senior ranks. They work in finance and banking, public accounting, hospitality, healthcare, government and the public sector, utilities, manufacturing, and retail. ISACA members embrace this diversity as providing a vast learning ground where they may delve into the challenges and opportunities faced by colleagues in other countries, positions, or industries. In 2022, ISACA officially launched a mentorship program to help its community further interact and learn from one another. ISACA recognizes that its members constitute an extensive and varied pool of expertise; expertise the association counts on to help provide services and products that engender credibility and capability in its constituents. The more members, the more expertise; the more expertise, the better the ability to meet the needs of its professional community. ISACA's members are its most valuable asset. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Annually, from each December through end of following January, the ISACA membership is provided with the process to nominate others or themselves to become a Director on the ISACA Board for the upcoming term. The ISACA Nominating & Governance Committee, which is comprised of ISACA members who are current sitting Directors on the ISACA Board of Directors, chooses a slate of proposed Directors from amongst the nominations provided by the membership, the existing Board, other sources and presents this Board slate to the ISACA Board of Directors for approval. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | All members in good standing shall have the right to vote on the disposition of all or substantially all of the assets of the Corporation, on any merger and its principal terms and any amendment of those terms, and on any election to dissolve the Corporation. In addition, members shall have all rights afforded to members under the California Corporations Code. If the Corporation is dissolved, assets, exclusive of those held in charitable trust, remaining after payment or provision for payment of the obligations and debts of the Corporation and provision for any other payment required under applicable law shall be distributed as provided in the Corporation's Articles of Incorporation. |
| Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body | There are no committees with the authority to act on behalf of the governing body. Therefore, this question is not applicable and has been checked No in accordance with the instructions. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The 2022 Form 990 for Information Systems Audit and Control Association (ISACA) was prepared by Crowe LLP (Crowe), based upon information provided by ISACA. This document summarizes the review points and availability associated with the returns. The data for the return was compiled based on information prepared for the 2022 audit, as well as other accounting records. This information was submitted to Crowe for preparation of the returns. In addition to the financial information Crowe received, Crowe had an opportunity to raise questions about governance and other issues and request additional information as needed. The narrative explanations of program accomplishments and policies were coordinated with the applicable Directors and members of the Executive Team. Upon completion of the return, several layers of review were conducted: - Initial reviews of return: The initial review of the completed return was completed by the respective staff within the Finance Department. - Senior Management review: Following the initial review, the Senior Leadership Team including the CEO were provided a copy of the return for comment. The CEO, CFO, and Vice President of People & Culture also provided an additional review of the compensation-related areas. Comments were forwarded to Crowe for incorporation into the return. - Board and Committee Review: -- The Board of Directors were provided access to the return via Board Effect (web site) prior to its filing. Comments from these reviews were evaluated and provided to Crowe, who updated the return, as applicable. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Information Systems Audit and Control Association, Inc. (ISACA) has a conflict of interest policy that defines an interested person as any Director, Officer, or member of a committee with governing Board delegated power. An Independent Director is defined as described in the instructions for the IRS 990 form, or in the absence of such definition as an individual who has not in the past three years been an employee of ISACA or any entity in which ISACA has an interest; who does not have a significant business relationship with ISACA which could impact independent decision making; who does not serve as the executive of another corporation where any of ISACA's executive officers or employees serve on that corporation's compensation committee and who does not have an immediate family member who is an executive officer or employee of ISACA or who holds a position that has a significant financial relationship with ISACA. Such policy also directs Board members and others to keep in confidence all ISACA confidential information; requires Board members and others to disclose arrangements that may propose a conflict of interest so that the Conflict of Interest Panel comprised of the Nominating & Governance Committee Chair, Board Chair and ISACA CEO may evaluate such arrangements. Further, this policy details the procedures that must be used in considering a conflict of interest, periodic reviews of any compensation arrangements and other partnerships. Potential conflicts of interest are documented and monitored each year, through (1) self-proclamations made by individual volunteers who sign the participation agreements required for participation in association boards, committees, working groups and task forces; (2) disclosure of conflicts in standard consulting agreements; and (3) disclosure by ISACA employees upon hire (and annually) by review and signature of the organization's employee agreement. Consultants, volunteers, and employees are encouraged to report any conflicts that may arise throughout the year. If such instances are reported, they are dealt with at that time and based on the circumstances relating to the potential conflict. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The compensation philosophy of Information Systems Audit and Control Association (ISACA), which is affirmed by the Board of Directors, should facilitate ISACA's ability to attract, motivate and retain quality staff. The compensation philosophy is supported by use of an independent compensation consulting firm and the establishment of a Compensation Committee composed of independent members of the Board of Directors (current Board Chairman, Board Chair-Elect and two immediate Past Board Chairs). Based on the compensation philosophy, the compensation range for the CEO is developed by the compensation consultant and reported to the Committee. Ranges are calculated based on position responsibilities and a blend of the not-for-profit and for-profit sectors, which reflects the labor market in which ISACA competes for executive talent: 60% for-profit organizations and 40% not-for-profit organizations. The final report of the compensation consultant as accepted by the Committee, the compensation philosophy, and contract (if applicable) then serve as the basis for the determination of compensation, consisting of base salary, incentives, total cash compensation and benefits. Determination for executive management is made by the CEO based upon the accepted compensation ranges and approved by the Compensation Committee. Determination for the CEO is made by the Compensation Committee. The total remuneration packages for the CEO are reviewed annually by the Compensation Committee. Updated market studies on the value of these roles and responsibilities is provided by compensation consultants. Gathering the information necessary to evaluate the market competitiveness of ISACA's compensation; provide data on executive compensation from a control and governance standpoint; and facilitate ISACA's compensation philosophy, accomplish organizational objectives and provide value to its constituents, which ISACA considers critically important to its future. The deliberations and decision making regarding setting compensation is documented in the minutes of the compensation committee's meeting. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The compensation philosophy of Information Systems Audit and Control Association (ISACA), which is affirmed by the Board of Directors, should facilitate ISACA's ability to attract, motivate and retain quality staff. The compensation philosophy is supported by use of an independent compensation consulting firm and the establishment of a Compensation Committee composed of independent members of the Board of Directors (current Board Chairman, Board Chair-Elect and two immediate Past Board Chairs). Based on the compensation philosophy, the compensation ranges are developed by the consultant for the executive team with compensation variances to the ranges provided to the committee. Ranges are calculated based on position responsibilities and a blend of the not-for-profit and for-profit sectors, which reflects the labor market in which ISACA competes for executive talent: 60% for-profit organizations and 40% not-for-profit organizations. The total remuneration packages for the executive team are reviewed annually by the Compensation Committee. Updated market studies on the value of these roles and responsibilities is provided by compensation consultants. The compensation for all staff is reviewed every three to five years except if there is a change in control, merger and/or acquisition, or other activity that changes roles and responsibilities; then preformed as needed. Gathering the information necessary to evaluate the market competitiveness of ISACA's compensation; provide data on executive compensation from a control and governance standpoint; and facilitate ISACA's compensation philosophy, accomplish organizational objectives and provide value to its constituents, which ISACA considers critically important to its future. The deliberations and decision making regarding setting compensation is documented in the minutes of the compensation committee's meeting. |
| Form 990, Part VI, Line 19 Required documents available to the public | Documents which are required to be made available to the public, pursuant to IRS ยง6104, are available upon request. Additionally, the following documents are posted to the Information Systems Audit and Control Association, Inc. (ISACA) web site or provided upon request: participation agreement, intellectual property (IP) waiver, articles of incorporation, bylaws, and annual report. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Frameworks - Total Revenue: 1135307, Related or Exempt Function Revenue: 1135307, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Other Revenue - Total Revenue: 235032, Related or Exempt Function Revenue: 235032, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part IX, Line 11g Other Fees | Other Professional Services - Total Expense: 7410890, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Recruitment - Total Expense: 1494798, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Temporary Clerical Services - Total Expense: 4896897, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Translation Services - Total Expense: 381571, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Office Admin Services - Total Expense: 125910, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Exam Development - Total Expense: 2503188, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMMI Institute LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 E Golf Rd | AddressLine1Txt |
| Address Line2 | Suite 400 | AddressLine2Txt |
| City | Schaumburg | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300750321 | EIN |
| Primary Activities | TRAINING/CONSULTING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISACA | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IT GOVERNANCE INSTITUTE | |||||||||||
| 1700 EAST GOLF ROAD | SUITE 400 | SCHAUMBURG | IL | 60173 | 953080691 | RESEARCH/DEVELOPMENT | CA | 501(c)(3) | Type II | ISACA | Yes (true) |
| ONE IN TECH AN ISACA FOUNDATION | |||||||||||
| 1700 EAST GOLF ROAD SUITE 400 | SCHAUMBURG | IL | 60173 | 834605433 | EDUCATION | DE | 501(c)(3) | Type I | ISACA | Yes (true) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISACA Global Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 East Golf Road | AddressLine1Txt |
| Address Line2 | Suite 400 | AddressLine2Txt |
| City | Schaumburg | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814641778 | EIN |
| Primary Activities | Holding Company | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISACA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Share Of Total Income | $1,533,702 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,420,323 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ISACA Global Inc | ||
| E | $262,797 | ACCRUAL |
| One In Tech An ISACA Foundation | ||
| E | -$1,126,621 | ACCRUAL |
| One In Tech An ISACA Foundation | ||
| B | $1,250,000 | ACCRUAL |