2025-10-08T15:06:10-05:00 2024-11-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-12-01 131954338 INFORMATION TECHNOLOGY INDUSTRY COUNCIL INFO 2027378888 700 K STREET NW 600 WASHINGTON DC 20001 JASON OXMAN PRESIDENT & CEO 2027378888 2025-10-08 1 1 FRANK SMITH P00639053 2022274000 2023 2025-03-06 01:10:19Z ITIC JASON OXMAN 700 K STREET NW 600 WASHINGTON DC 20001 25684885 0 X WWW.ITIC.ORG X 1994 DE TO PROMOTE THE GLOBAL COMPETITIVENESS OF ITS MEMBER COMPANIES. 78 78 69 79 0 0 0 0 20882213 20648822 743614 1572974 0 0 21625827 22221796 75000 75000 0 0 13596449 13599102 0 0 0 7315826 7316280 20987275 20990382 638552 1231414 27441577 29508215 15313828 15311011 12127749 14197204 TO SHAPE POLICY ISSUES AND DRIVE STANDARDS THAT CREATE A GLOBAL COMPETITIVE BUSINESS ENVIRONMENT. 0 0 ITIC HELPS MEMBER COMPANIES ACHIEVE THEIR POLICY OBJECTIVES THROUGH BUILDING RELATIONSHIPS WITH MEMBERS OF CONGRESS, ADMINISTRATION OFFICIALS, AND INTERNATIONAL MARKETS; ORGANIZING INDUSTRY-WIDE CONSENSUS ON POLICY ISSUES; AND WORKING TO ENACT PRO-INNOVATION GOVERNMENT POLICIES. ITIC WORKS TO REDUCE BARRIERS THAT STIFLE INNOVATION, INCREASE ACCESS TO GLOBAL MARKETS, PROMOTE E-COMMERCE EXPANSION, PROTECT CONSUMER CHOICE, AND ENHANCE THE GLOBAL COMPETITIVENESS OF OUR COMPANIES. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 30 0 1 69 1 0 0 0 0 1 1 0 1 0 X 78 78 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 X THE ORGANIZATION 2027378888 700 K STREET NW 600 WASHINGTON DC 20001 ALLEN THOMPSON DIRECTOR - UNTIL 09/24, CHAIR 1.00 1.00 X X 0 0 0 BARBARA BAFFER CHAIR - UNTIL 09/24 1.00 1.00 X X 0 0 0 MICHAEL KENNEDY VICE CHAIR 1.00 1.00 X X 0 0 0 JAMES HAYES IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 HAYDEN ALLAN DIRECTOR 1.00 0.00 X 0 0 0 KIM ALLMAN DIRECTOR 1.00 0.00 X 0 0 0 EMMA ASCROFT DIRECTOR 1.00 0.00 X 0 0 0 DREW BAGLEY DIRECTOR 1.00 0.00 X 0 0 0 NEIL BJORKMAN DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN BONNER DIRECTOR 1.00 0.00 X 0 0 0 APRIL BOYD DIRECTOR 1.00 0.00 X 0 0 0 PAUL BROWNELL DIRECTOR 1.00 0.00 X 0 0 0 CHERYL BRUNER DIRECTOR 1.00 0.00 X 0 0 0 MICHELE CAHN DIRECTOR 1.00 0.00 X 0 0 0 JEFF CAMPBELL DIRECTOR 1.00 0.00 X 0 0 0 HUGH CARROLL DIRECTOR 1.00 0.00 X 0 0 0 PETER CLEVELAND DIRECTOR 1.00 0.00 X 0 0 0 AMBER COTTLE DIRECTOR 1.00 0.00 X 0 0 0 SCOTT DEUTCHMAN DIRECTOR 1.00 0.00 X 0 0 0 PAUL DELANEY DIRECTOR 1.00 0.00 X 0 0 0 DAVID DEVORE DIRECTOR 1.00 0.00 X 0 0 0 JEFF DRESSLER DIRECTOR 1.00 0.00 X 0 0 0 RUSS ELMER DIRECTOR 1.00 0.00 X 0 0 0 ERIN ENNIS DIRECTOR 1.00 0.00 X 0 0 0 TUCKER FOOTE DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH JOBY FORTSON DIRECTOR 1.00 0.00 X 0 0 0 GENE FULLANO DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER GALLAGHER DIRECTOR 1.00 0.00 X 0 0 0 HUGH GAMBLE DIRECTOR 1.00 0.00 X 0 0 0 TOM GANN DIRECTOR 1.00 0.00 X 0 0 0 SAMPAK GARG DIRECTOR 1.00 0.00 X 0 0 0 JAMES S GIGRICH PHD DIRECTOR 1.00 0.00 X 0 0 0 RYAN GILLIS DIRECTOR 1.00 0.00 X 0 0 0 KARA HINESLEY DIRECTOR 1.00 0.00 X 0 0 0 ROBERT HOFFMAN DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN HOGANSON DIRECTOR 1.00 0.00 X 0 0 0 DAN HUNT DIRECTOR 1.00 0.00 X 0 0 0 BRIAN HUSEMAN DIRECTOR 1.00 0.00 X 0 0 0 JACE JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 JOSH KALLMER DIRECTOR 1.00 0.00 X 0 0 0 JOHN KANIA DIRECTOR 1.00 0.00 X 0 0 0 DANIEL KROESE DIRECTOR 1.00 0.00 X 0 0 0 ANDREW LEVY DIRECTOR 1.00 0.00 X 0 0 0 SEYMOUR LIEBMAN DIRECTOR 1.00 0.00 X 0 0 0 DAVID LUCEY DIRECTOR 1.00 0.00 X 0 0 0 GRETA LUNDEBERG DIRECTOR 1.00 0.00 X 0 0 0 SABEEN MALIK DIRECTOR 1.00 0.00 X 0 0 0 KEVIN MARTIN DIRECTOR 1.00 0.00 X 0 0 0 BRITTANY MASALOSALO DIRECTOR 1.00 0.00 X 0 0 0 CASH MCCRACKEN DIRECTOR 1.00 0.00 X 0 0 0 CHRISTINA MONTGOMERY DIRECTOR 1.00 0.00 X 0 0 0 JARED MUELLER DIRECTOR 1.00 0.00 X 0 0 0 BRIDGET NEILL DIRECTOR 1.00 0.00 X 0 0 0 LING-LING NIE DIRECTOR 1.00 0.00 X 0 0 0 MICHELLE O'NEILL DIRECTOR 1.00 0.00 X 0 0 0 TRACY OWENS DIRECTOR 1.00 0.00 X 0 0 0 SHAMA PATARI DIRECTOR 1.00 0.00 X 0 0 0 GERRY PETRELLA DIRECTOR 1.00 0.00 X 0 0 0 KRISTINA PISANELLI DIRECTOR 1.00 0.00 X 0 0 0 TIM POWDERLY DIRECTOR 1.00 0.00 X 0 0 0 KEVIN RICHARDS DIRECTOR 1.00 0.00 X 0 0 0 VALENTINA RUCKER DIRECTOR 1.00 0.00 X 0 0 0 BRIE SACHSE DIRECTOR 1.00 0.00 X 0 0 0 JEANNIE SALO DIRECTOR 1.00 0.00 X 0 0 0 DIMPLE SHAH DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER STOUT DIRECTOR 1.00 0.00 X 0 0 0 CURTIS SWAGER DIRECTOR 1.00 0.00 X 0 0 0 TOM TARANTINO DIRECTOR 1.00 0.00 X 0 0 0 BOBBY THOMSON DIRECTOR 1.00 0.00 X 0 0 0 NATE TIBBITS DIRECTOR 1.00 0.00 X 0 0 0 DUSTIN TODD DIRECTOR 1.00 0.00 X 0 0 0 MOLLY TREESE DIRECTOR 1.00 0.00 X 0 0 0 BUMPEI UCHIDA DIRECTOR 1.00 0.00 X 0 0 0 LAUREN VAN WAZER DIRECTOR 1.00 0.00 X 0 0 0 SHAWN VASELL DIRECTOR 1.00 0.00 X 0 0 0 KRISTEN VERDERAME DIRECTOR 1.00 0.00 X 0 0 0 SHAWN P WILSON DIRECTOR 1.00 0.00 X 0 0 0 ORLIE YANIV DIRECTOR 1.00 0.00 X 0 0 0 TOBI YOUNG DIRECTOR 1.00 0.00 X 0 0 0 JASON OXMAN PRESIDENT & CEO 39.00 1.00 X 1340531 0 122225 TERESA O'BRIEN CFO & SVP, ADMINISTRATION 40.00 0.00 X 394346 0 40185 ASHLEY BERRANG EVP, PUBLIC AFFAIRS 39.00 1.00 X 625068 0 38858 ROBERT STRAYER EVP, POLICY 40.00 0.00 X 483206 0 8483 GORDON BITKO EVP, POLICY 40.00 0.00 X 398092 0 82790 JOHN MILLER SVP, POLICY, TDT & GC 40.00 0.00 X 335704 0 35717 JENNIE COURTS SVP, COMMUNICATIONS 40.00 0.00 X 271029 0 38400 NAOMI WILSON VP, POLICY 40.00 0.00 X 264039 0 38892 CISCO MINTHORN VP, GOV'T AFFAIRS 40.00 0.00 X 305754 0 19858 MARGARET MCCARTHY SR. DIR., GOV'T AFFAIRS 40.00 0.00 X 260932 0 16867 ANDREW HALATAEI FORMER EVP, GOV'T AFFAIRS 0.00 0.00 X 467438 0 13166 DAVID BAIN FORMER EVP, INCITS 0.00 0.00 X 232442 0 12076 5378581 0 467517 38 1 1 0 THE DUFOUR COLLABORATIVE 1901 N FORT MYER DRIVE ARLINGTON VA 22209 CONSULTING SERVICES 356186 BNET SYSTEMS 652 HOWARDS LOOP ANNAPOLIS MD 21401 CONSULTING SERVICES 245336 VTM INC 3855 SW 153RD STREET BEAVERTON OR 97003 CONSULTING SERVICES 231079 VENABLE LLP PO BOX 62727 BALTIMORE MD 21264 CONSULTING SERVICES 207806 HEIDRICK & STRUGGLES INC 1133 PAYSPHERE CIRCLE CHICAGO IL 60674 CONSULTING SERVICES 198154 12 MEMBERSHIP DUES 900099 17318120 17318120 SERVICE FEES 900099 1281744 1281744 PROGRAM FEES 900099 662400 662400 MEMBER DIRECTED PROGR. 900099 649694 649694 REGISTRATION FEES 900099 515000 515000 221864 221864 20648822 1149689 1149689 480037 480037 0 0 3406337 2983052 423285 423285 423285 22221796 20648822 0 1572974 X 75000 3063979 8835128 268996 657451 773548 87946 3319103 271927 363366 883540 454038 780971 293732 71946 MEMBERSHIP AND SUBSCR. 633042 PASSTHROUGH EXPENSES 137336 EDUCATION & TRAINING 13111 BAD DEBT EXPENSE 6222 20990382 1061357 1671567 10495808 8699473 451223 569810 457963 485030 3268055 1704984 1786555 1563071 8144757 12239677 5043914 4279587 27441577 29508215 2014324 2503623 4173949 4199234 9125555 8608154 15313828 15311011 X 12127749 14197204 12127749 14197204 27441577 29508215 1231414 838041 0 X 0 1 X 1 0 0 0 1 17318120 3113135 1265079 4378214 3030671 1347543 2316386 1088137 1228249 951669 616847 334822 1563071 RIGHT-OF-USE ASSET - OPERATING 4275591 DUE FROM RELATED ENTITY 3996 4279587 LEASE LIABILITY - OPERATING 6793450 DEFERRED COMPENSATION LIABILITY 1808454 ACCRUED RENT 6250 8608154 X 23451928 838041 480037 1318078 22133850 87946 87946 22221796 21382473 480037 480037 20902436 87946 87946 20990382 PART X, LINE 2: ITIC PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED NOVEMBER 30, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 480,037. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 480,037. EUROPE (INCLUDING ICELAND & GREENLAND) 1 4 PROGRAM SERVICES POLICY PROGRAM OPERATING EXPENDITURES IN REGION 752193 SOUTH AMERICA 0 0 PROGRAM SERVICES POLICY PROGRAM OPERATING EXPENDITURES IN REGION 75177 SOUTH ASIA 0 1 PROGRAM SERVICES POLICY PROGRAM OPERATING EXPENDITURES IN REGION 100730 1 5 0 0 1 5 928100 0 928100 0 0 0 0 0 0 PART I, LINE 3: EXPENDITURES ARE ACCOUNTED FOR ON THE ACCRUAL BASIS. 1 INFORMATION TECHNOLOGY AND INNOVATION FOUNDATION 700 K STREET STE 600 WASHINGTON DC 20001 204403497 501(C)(3) 0 75000 BOOK DONATED OUT-OF-POCKET EXPENSES SUPPORT PROGRAM SERVICE ACTIVITIES 1 0 PART I, LINE 1: ITIC CONTRIBUTES TO SUPPORT PROGRAM ACTIVITIES RELATED TO THE TECH INDUSTRY BASED ON ITIC ORGANIZATIONAL GOALS. ITIC EVALUATES THE NONPROFIT'S MISSION AND ITS FINANCIAL POSITION AS REPORTED IN FORM 990. PART I, LINE 2: GRANTS ARE IN THE FORM OF DONATED OUT-OF-POCKET EXPENSES AND ARE DOCUMENTED INTERNALLY. X 0 1 0 JASON OXMAN PRESIDENT & CEO 990531 0 350000 0 0 0 113200 0 9025 0 1462756 0 0 0 ASHLEY BERRANG EVP, PUBLIC AFFAIRS 478285 0 83000 0 63783 0 13200 0 25658 0 663926 0 63738 0 ROBERT STRAYER EVP, POLICY 420206 0 63000 0 0 0 0 0 8483 0 491689 0 0 0 GORDON BITKO EVP, POLICY 345592 0 52500 0 0 0 53200 0 29590 0 480882 0 0 0 ANDREW HALATAEI FORMER EVP, GOV'T AFFAIRS 329150 0 0 0 138288 0 13166 0 0 0 480604 0 138288 0 TERESA O'BRIEN CFO & SVP, ADMINISTRATION 343158 0 51188 0 0 0 38200 0 1985 0 434531 0 0 0 JOHN MILLER SVP, POLICY, TDT & GC 310504 0 25200 0 0 0 12135 0 23582 0 371421 0 0 0 CISCO MINTHORN VP, GOV'T AFFAIRS 283074 0 22680 0 0 0 10912 0 8946 0 325612 0 0 0 JENNIE COURTS SVP, COMMUNICATIONS 250017 0 21012 0 0 0 10126 0 28274 0 309429 0 0 0 NAOMI WILSON VP, POLICY 244071 0 19968 0 0 0 10015 0 28877 0 302931 0 0 0 MARGARET MCCARTHY SR. DIR., GOV'T AFFAIRS 241492 0 19440 0 0 0 6729 0 10138 0 277799 0 0 0 DAVID BAIN FORMER EVP, INCITS 232442 0 0 0 0 0 9289 0 2787 0 244518 0 0 0 PART I, LINE 4B AMOUNTS ACCRUED UNDER SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2023 AND INCLUDED IN PART II, COLUMN (C): GORDON BITKO - EVP, PUBLIC SECTOR - $40,000 TERESA O'BRIEN - CFO & SVP, ADMINISTRATION - $25,000 JASON OXMAN - PRESIDENT & CEO - $100,000 AMOUNTS DISTRIBUTED UNDER SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2023 AND INCLUDED IN PART II, COLUMN (B)(III): ANDREW HALATAEI - FORMER EVP, GOVERNMENT AFFAIRS - $138,288 ASHLEY BERRANG - EVP, PUBLIC AFFAIRS - $63,738 FORM 990, PART VI, SECTION A, LINE 6 THE ITIC MEMBERSHIP SHALL CONSIST OF GLOBAL TECHNOLOGY COMPANIES ENGAGED IN THE DEVELOPMENT, PUBLICATION, MANUFACTURE OR ASSEMBLY OF INFORMATION TECHNOLOGY PRODUCTS AND SERVICES. EACH MEMBER COMPANY HAS A SEAT ON THE BOARD OF DIRECTORS, WITH ALL THE RIGHTS, DUTIES AND PRIVILEGES THAT COME WITH THAT POSITION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY INTERNAL MANAGEMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED AT A MINIMUM TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST IN ACCORDANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF ITIC'S OFFICERS IS OVERSEEN BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHICH ALSO SERVES AS THE ORGANIZATION'S COMPENSATION COMMITTEE. THEIR DECISION-MAKING PROCESS WILL INCLUDE REFERENCE TO WHATEVER INDEPENDENT DATA THEY FIND RELEVANT AND APPROPRIATE IN MAKING THEIR DETERMINATION. FORM 990, PART VI, SECTION C, LINE 19 THE 990 IS AVAILABLE UPON REQUEST. OTHER DOCUMENTS REFERENCED (GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS) ARE AVAILABLE ONLY TO ITIC MEMBER COMPANIES UPON REQUEST. MONTHLY FINANCIAL REPORTS ARE PROVIDED TO THE EXECUTIVE COMMITTEE, AND SEMI-ANNUAL FINANCIAL REPORTS ARE PROVIDED TO THE FULL BOARD. FORM 990, PART IX, LINE 11G CONTRACT SERVICES 3,319,103. INFORMATION TECHNOLOGY INDUSTRY INSTITUTE 700 K STREET NW SUITE 600 WASHINGTON DC 20001 992439220 EDUCATION ON THE BENEFITS OF TECHNOLOGY DE 501(C)(3) LINE 12A, I INFORMATION TECHNOLOGY INDUSTRY COUNCIL 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0