2020-11-16T17:26:06-06:00 2019-12-31 910189318 MOSS ADAMS LLP 601 W RIVERSIDE AVENUE STE 1800 SPOKANE WA 99201 990 2019-01-01 521293594 COMPTEL COMP 2022966650 1100 G STREET NW NO 800 WASHINGTON DC 20005 CHARLES PICKERING CEO 2022966650 2020-11-13 1 EMINA O CRESSWELL CPA P01217304 5097472600 2020-11-12 107.77.205.203 2020-11-13 15:09:51 PS P 5C7DDF4DB5D450AC47B8022FAE3A848B90DE5F8D 5C7DDF4DB5D450AC47B8022FAE3A848B90DE5F8D 2019 2022-01-07 14:23:13Z INCOMPAS CHARLES PICKERING 1100 G STREET NW STE 800 WASHINGTON DC 20005 3844501 0 X WWW.INCOMPAS.ORG X 1981 DC INCOMPAS IS THE LEADING NATIONAL TRADE ASSOCIATION FOR COMPETITIVE NETWORK AND TECHNOLOGY COMPANIES. INCOMPAS ADVOCATES FOR LAWS AND POLICIES THAT PROMOTE COMPETITION, INNOVATION, AND ECONOMIC DEVELOPMENT. 21 21 5 33 0 0 785100 311100 3408669 3248193 8274 12738 -26842 -11866 4175201 3560165 0 0 0 0 1654919 1694237 0 0 0 2598761 2064890 4253680 3759127 -78479 -198962 2150912 1911588 2510224 2469862 -359312 -558274 INCOMPAS IS THE LEADING NATIONAL TRADE ASSOCIATION FOR COMPETITIVE NETWORK AND TECHNOLOGY COMPANIES. INCOMPAS ADVOCATES FOR LAWS AND POLICIES THAT PROMOTE COMPETITION, INNOVATION, AND ECONOMIC DEVELOPMENT. 0 0 MEETINGS AND CONFERENCES - WE CONDUCT ANNUAL TRADE SHOWS; NETWORKING OPPORTUNITIES; EDUCATION; AND THOUGHT LEADERSHIP SEMINARES AT OUR ANNUAL POLICY SUMMIT TO PROVIDE FORUMS FOR OUT MEMBERS TO INTERACT AND ADVANCE COMMON INTERESTS. POLICY AND LEGISLATIVE - WE ADVOCATE IN CONGRESS, THE FEDERAL COMMUNICATIONS COMMISSION, AND THE COURTS TO ENSURE THAT COMPETITIVE COMMUNICATIONS PROVIDERS CAN CONTINUE TO OFFER VALUE PRICING, BETTER SERVICE, AND GREATER INNOVATION TO CONSUMERS. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 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 17 0 1 5 1 0 0 0 0 1 1 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 0 1 0 1 1 1 1 0 0 X CHARLES PICKERING 2022966650 1100 G STREET NW STE 800 WASHINGTON DC 20005 DALE SCHMICK TREASURER (UNTIL 8/19) 1.00 X X 0 0 0 KURT VAN WAGENEN CHAIR 1.00 X X 0 0 0 MICHAEL B GALVIN VICE CHAIR / TREASURER 1.00 X X 0 0 0 DAN BUBB BOARD MEMBER 1.00 X 0 0 0 CHRIS MCKEE BOARD MEMBER 1.00 X 0 0 0 MILO MEDIN BOARD MEMBER 1.00 X 0 0 0 BRIAN RICE BOARD MEMBER 1.00 X 0 0 0 RUSSELL SHIPLEY BOARD MEMBER (UNTIL 1/19) 1.00 X 0 0 0 THOMAS WHITEHEAD BOARD MEMBER 1.00 X 0 0 0 CORIE WRIGHT BOARD MEMBER 1.00 X 0 0 0 GARY WATTS BOARD MEMBER 1.00 X 0 0 0 REX MILLER BOARD MEMBER 1.00 X 0 0 0 GREG ROGERS BOARD MEMBER 1.00 X 0 0 0 JEFF BLUM BOARD MEMBER 1.00 X 0 0 0 VEENA VADGAMA BOARD MEMBER 1.00 X 0 0 0 CHARLES MCKEE BOARD MEMBER (UNTIL 2/19) 1.00 X 0 0 0 CARSON COFFMAN BOARD MEMBER 1.00 X 0 0 0 DANIEL FRIESEN BOARD MEMBER 1.00 X 0 0 0 GREG GREEN BOARD MEMBER 1.00 X 0 0 0 IVELIN IVANOV BOARD MEMBER (UNTIL 8/19) 1.00 X 0 0 0 MARK SCULLY BOARD MEMBER (UNTIL 11/19) 1.00 X 0 0 0 DEB WARD BOARD MEMBER (UNTIL 11/19) 1.00 X 0 0 0 BRIAN WORTHEN BOARD MEMBER 1.00 X 0 0 0 JON CLOPTON BOARD MEMBER 1.00 X 0 0 0 GREY HUMPHREY BOARD MEMBER (UNTIL 11/19) 1.00 X 0 0 0 DANE JASPER BOARD MEMBER (UNTIL 11/19) 1.00 X 0 0 0 TIM KOXLIEN BOARD MEMBER (UNTIL 5/19) 1.00 X 0 0 0 PATRICK LENTZ BOARD MEMBER (UNTIL 1/19) 1.00 X 0 0 0 CHRIS LEVENDOS BOARD MEMBER 1.00 X 0 0 0 RON MUDRY BOARD MEMBER 1.00 X 0 0 0 JOHN MURDOCK BOARD MEMBER (UNTIL 11/19) 1.00 X 0 0 0 GREG PALSER BOARD MEMBER (UNTIL 9/19) 1.00 X 0 0 0 PAULA BOYD BOARD MEMBER 1.00 X 0 0 0 CHARLES PICKERING CEO 40.00 1.00 X 893168 0 28474 ANGELA KRONENBERG CHIEF ADVOCATE/GENERAL COUNSEL 40.00 1.00 X 298781 0 11200 KAREN REIDY VP REGULATORY AFFAIRS (UNTIL 9/19) 40.00 1.00 X 212446 0 12094 CHRIS SHIPLEY ATTORNEY AND POLICY ADVISOR 40.00 1.00 X 116055 0 4600 1520450 0 56368 4 0 1 0 SMITHBUCKLIN CORPORATION 2001 K ST NW 300 WASHINGTON DC 20006 ACCOUNTING & EVENTS MANAGEMENT 460899 EASCONSULTING INC 9216 HIGHLAND RIDGE WAY TAMPA FL 33647 STRATEGIC CONSULTING 300000 STEPTOE & JOHNSON LLP 1300 CONNECTICUT AVE NW WASHINGTON DC 20036 LEGAL AND ADVOCACY SERVICES 250000 MANITOU MEDIA LLC 1662 34TH ST NW WASHINGTON DC 20007 COMMUNICATIONS CONSULTING 185629 HARRIS WILTSHIRE & GRANNIS LLP 1919 M STREET NW 8TH FLOOR WASHINGTON DC 20036 LEGAL AND ADVOCACY SERVICES 162170 6 311100 311100 MEMBERSHIP DUES 900099 2438235 2438235 SPONSORSHIPS 900099 508300 508300 MEETINGS/SEMINARS 900099 301658 301658 3248193 12738 12738 245057 284336 -39279 -39279 -39279 HOTEL COMMISSIONS 900099 26423 26423 OTHER INCOME 900099 990 990 27413 3560165 3275606 0 -26541 X 1456163 158177 6933 6065 66899 198850 227600 951939 3683 106267 29140 91971 22406 213644 27292 70031 21849 CONTRIBUTION EXPENSES 26248 DUES AND SUBSCRIPTIONS 25023 CREDIT DISCOUNT 16481 MOVING EXPENSES 12584 19882 3759127 204808 132950 1034254 1011308 460356 108472 80475 57441 863308 401501 248802 461807 122217 139610 2150912 1911588 567903 147306 970547 1020329 500000 500000 471774 802227 2510224 2469862 X -555639 -658423 196327 100149 -359312 -558274 2150912 1911588 -198962 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2438235 219099 -556345 -337246 243823 -581069 725899 314697 411202 137409 86804 50605 461807 DEFERRED COMPENSATION INVESTMENT 69923 DEFERRED LEASE ASSET 69687 139610 DEFERRED COMPENSATION 84751 DEFERRED LEASE LIABILITY 717476 802227 X X 0 0 0 CHARLES PICKERING CEO 892148 0 0 0 1020 0 11200 0 17274 0 921642 0 0 0 ANGELA KRONENBERG CHIEF ADVOCATE/GENERAL COUNSEL 297761 0 0 0 1020 0 11200 0 0 0 309981 0 0 0 KAREN REIDY VP REGULATORY AFFAIRS (UNTIL 9/19) 211426 0 0 0 1020 0 6126 0 5968 0 224540 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS: SMALL CARRIER (ANNUAL REVENUE UNDER $25 MILLION), MEDIUM CARRIER (ANNUAL REVENUE BETWEEN $25 MILLION AND $200 MILLION), LARGE CARRIER (ANNUAL REVENUE ABOVE $200 MILLION). VOTING CARRIER MEMBERS ELECT NINE REPRESENTATIVES FOR EACH RESPECTIVE CATEGORY. FORM 990, PART VI, SECTION A, LINE 7A CLASSES OF MEMBERS: SMALL CARRIER (ANNUAL REVENUE UNDER $25 MILLION), MEDIUM CARRIER (ANNUAL REVENUE BETWEEN $25 MILLION AND $200 MILLION), LARGE CARRIER (ANNUAL REVENUE ABOVE $200 MILLION). VOTING CARRIER MEMBERS ELECT NINE REPRESENTATIVES FOR EACH RESPECTIVE CATEGORY. FORM 990, PART VI, SECTION A, LINE 7B SERVICE PROVIDER (VOTING) MEMBERS MUST APPROVE ALL CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, A DRAFT IS REVIEWED BY MEMBERS OF THE EXECUTIVE & FINANCE COMMITTEES, MANAGEMENT AND AN OUTSOURCED ACCOUNTING FIRM. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. ALL EMPLOYEES AGREE TO A CONFLICT OF INTEREST STATEMENT WHICH ARE OBTAINED FROM EMPLOYEES AND MAINTAINED ON FILE. THE CONFLICT OF INTEREST POLICY IS PROVIDED IN THE EMPLOYEE HANDBOOK AND EMPLOYEES ARE REMINDED OF THE CONFLICT OF INTEREST PERIODICALLY, TYPICALLY DURING THEIR PERFORMANCE REVIEWS. EMPLOYEES ARE REQUIRED TO DISCLOSE OUTSIDE EMPLOYMENT AND IN ORDER FOR THE SUPERVISOR TO DETERMINE WHETHER THERE IS ANY POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE WHICH USES COMPARABLE DATA SUCH AS FORM 990 OF OTHER ORGANIZATIONS. THE PRESENT CEO'S CONTRACT IS FOR A TERM OF TWO YEARS AND THE CONTRACT IS REVIEWED AND REVISED IF NEEDED BY THE EXECUTIVE COMMITTEE AND SPECIFICALLY THE CHAIRMAN OF THE BOARD AT THE END OF EACH TWO-YEAR TERM. THE CEO'S COMPENSATION WAS LAST REVIEWED IN 2018. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS INCORPORATED INTO THE EMPLOYEE MANUAL AND IS NOT AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G STRATEGIC CONSULTANTS 521,125. EVENT CONSULTANTS 92,593. COMMUNICATIONS CONSULTANTS 122,628. PR CONSULTING 9,675. SPECIAL PROJECT CONSULTANTS 42,500. TECH INITIATIVE CONSULTANTS 163,418. COMPTEL PAC 1100 G ST NW STE 800 WASHINGTON DC 20005 522168446 DIRECT ADVOCACY WITH POLICYMAKERS DC 527 COMPTEL 1 COMPETITION AND INNOVATION INSTITUTE 1100 G ST NW STE 800 WASHINGTON DC 20005 473153920 EDUCATING ABOUT COMPETITIVE TELECOMS DC 501(C)(3) LINE 7 COMPTEL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0