2021-11-14T15:56:42-06:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 521700108 ELECTRONIC TRANSACTIONS ASSOCIATION ELEC 2028282635 1620 L STREET NW SUITE 1020 WASHINGTON DC 20036 JODIE KELLEY CHIEF EXECUTIVE OFFICER 2028282635 2021-11-12 1 JODIE KELLEY 999009999 FREDERICK LONGWOOD P00439715 2022932200 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JODIE KELLEY 1620 L STREET NW SUITE 1020 WASHINGTON DC 20036 8590569 0 X WWW.ELECTRAN.ORG X 1990 DC PROVIDE LEADERSHIP IN THE TRANSACTION PROCESSING INDUSTRY THROUGH EDUCATION AND ADVOCACY. 16 16 18 300 42091 0 0 0 7200593 2054722 258493 438980 191703 162259 7650789 2655961 0 0 0 0 2352158 2304932 0 0 0 4353530 2937180 6705688 5242112 945101 -2586151 12453873 9257073 2668546 2245980 9785327 7011093 ETA'S STATED MISSION IS TO FULLY SERVE ITS MEMBERS AND ADVANCE THEIR PROFESSION BY PROVIDING LEADERSHIP THROUGH EDUCATION, ADVOCACY AND THE EXCHANGE OF INFORMATION. 0 0 MEETINGS TRANSACT, ETA'S ANNUAL MEETING AND TRADESHOW, BRINGS TOGETHER ALL PARTS OF THE PAYMENTS ECOSYSTEM TO MEET, SEE WHAT'S NEW, AND LEARN WHAT IT TAKES TO GROW. THROUGH NETWORKING EVENTS AND EDUCATION SESSIONS, ATTENDEES LEARN ABOUT GROUNDBREAKING TECHNOLOGY, SECURITY TRENDS AND POLICIES IMPACTING THE INDUSTRY. PUBLIC POLICY POLICY ACTIVITIES FOCUSED ON IMPORTANT ISSUES FOR ETA MEMBERS AT THE FEDERAL AND STATE LEVEL. WE EMPLOY ADVOCACY AND EDUCATION EFFORTS TO ASSIST POLICY MAKERS IN UNDERSTANDING THE MODERN PAYMENTS WORLD. COMMUNICATIONSETA SERVES AS A PRIMARY SOURCE FOR THE MEDIA ON PAYMENTS TRENDS AND IS VIEWED AS A THOUGHT LEADER WITHIN THE PAYMENTS TECHNOLOGY INDUSTRY. ETA'S PRINT PUBLICATION, TRANSACTION TRENDS, IS PUBLISHED AND DISTRIBUTED FOUR TIMES A YEAR. ADDITIONALLY, ETA'S BLOG TRANSACTIONTRENDS.COM AND SOCIAL MEDIA CHANNELS PROVIDE TIMELY INDUSTRY INFORMATION. ETA'S WEEKLY NEWSLETTER IS DISTRIBUTED TO BOTH MEMBERS AND OTHERS WITHIN THE PAYMENTS TECHNOLOGY ECOSYSTEM. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 30 0 1 18 1 1 1 0 0 0 1 1 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 DC X THE ASSOCIATION 2028282635 1620 L STREET NW SUITE 1020 WASHINGTON DC 20036 CHRIS LEE PRESIDENT 2.00 X X 0 0 0 GUY HARRIS PRESIDENT-ELECT 2.00 X X 0 0 0 PHILIP MCHUGH TREASURER 2.00 X X 0 0 0 KEVIN JONES PAST PRESIDENT 2.00 X X 0 0 0 CAMERON BREADY DIRECTOR 0.50 X 0 0 0 ROYAL COLE DIRECTOR 0.50 X 0 0 0 ERIC HOFFMAN SECRETARY 2.00 X X 0 0 0 STEVE KLEBE DIRECTOR 0.50 X 0 0 0 NEIL RANDEL DIRECTOR 0.50 X 0 0 0 LIZ RYAN DIRECTOR 0.50 X 0 0 0 DEREK WEBSTER DIRECTOR 0.50 X 0 0 0 RALPH DANGELMAIER DIRECTOR 0.50 X 0 0 0 JULIE PUKAS DIRECTOR 0.50 X 0 0 0 DREW SOINSKI DIRECTOR 0.50 X 0 0 0 JAMIE WALKER DIRECTOR 0.50 X 0 0 0 JODIE KELLEY CHIEF EXECUTIVE OFFICER 37.50 X 631590 0 36949 SCOTT TALBOTT SENIOR VP GOVERNMENT AFFAI 37.50 X 324090 0 29739 LAURA HUBBARD DIRECTOR OF COMMUNICATION 37.50 X 130173 0 10585 AMY ZIRKLE VP INDUSTRY AFFAIRS (THRU 5/20) 37.50 X 146760 0 8786 1232613 0 86059 4 0 1 0 RIVE LLC 1615 L STREET NW SUITE 615 WASHINGTON DC 20036 EVENT MANAGEMENT SERVICES 316525 VENABLE LLP 750 E PRATT STREET SUITE 900 BALTIMORE MD 21202 LEGAL SERVICES 120000 EXECUTIVE EA LLC 27 DEERPATH ROAD DEER PARK IL 60010 CONSULTING SERVICES 105750 3 MEMBERSHIP DUES 900099 1461640 1461640 MEETINGS 900099 457773 457773 CERTIFICATION FEES 900099 68493 68493 PUBLICATIONS 541800 42091 0 42091 EDUCATION 900099 24725 24725 2054722 128134 128134 6245454 5934608 310846 310846 310846 OTHER INCOME 900099 162259 162259 162259 2655961 2012631 42091 601239 X 670265 1301635 145808 74248 112976 235700 285922 208850 25368 782698 167921 78592 160728 239119 46853 442866 60989 12212 SUBSCRIPTIONS & PUBLICA 71436 RECRUITMENT 43492 BAD DEBT EXPENSE 42309 PRINTING AND PRODUCTION 15901 16224 5242112 1389678 487322 813377 3585 192269 188335 272951 122545 719878 427098 352468 292780 9407268 8078379 25862 84127 12453873 9257073 622232 714630 1505579 1006516 540735 524834 2668546 2245980 X 9736157 6955422 49170 55671 9785327 7011093 12453873 9257073 X -2586151 -194930 6847 X X 0 1 X 1 0 0 0 1 1461640 208850 208850 248479 -39629 434615 183696 250919 119407 77770 41637 165856 165632 224 292780 DEFERRED CAPITAL LEASE 6690 DEFERRED RENT 480181 2020 457F PLAN LIABILITY 37963 524834 2485689 -194930 44521 5505 -144904 2630593 25368 25368 2655961 5261265 44521 44521 5216744 25368 25368 5242112 PART XI, LINE 2D - OTHER ADJUSTMENTS: RECOVERY OF DEFERRED COMPENSATION RESTRICTED CONTRIBUTIONS 5,505. X 1 1 X X X X 0 1 0 JODIE KELLEY CHIEF EXECUTIVE OFFICER 437316 0 184000 0 10274 0 31625 0 7050 0 670265 0 0 0 SCOTT TALBOTT SENIOR VP GOVERNMENT AFFAI 278676 0 45000 0 414 0 17984 0 13389 0 355463 0 0 0 AMY ZIRKLE VP INDUSTRY AFFAIRS (THRU 5/20) 146437 0 0 0 323 0 8786 0 1176 0 156722 0 0 0 PART I, LINE 4B CHIEF EXECUTIVE OFFICER JODIE KELLEY RECEIVED $69,150 IN 457F COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 ETA HAS TWO CLASSES OF MEMBERS: GENERAL MEMBERS AND INDUSTRY PARTNERS. MEMBERSHIP PRIVILEGES ARE GRANTED TO THOSE MEMBERS THAT ARE CURRENT ON MEMBERSHIP DUES. MEMBERS HAVE ONE VOTE ON ALL MATTERS COMING BEFORE THE GENERAL MEMBERSHIP AND DESIGNATE AN INDIVIDUAL PERSON FROM THE MEMBER COMPANY TO SERVE AS THEIR DESIGNATED VOTING REPRESENTATIVE. THE MEMBERSHIP ELECTS THE BOARD OF DIRECTORS. ELECTIONS ARE CONDUCTED IN COMPLIANCE WITH THE REQUIREMENTS OF DC NOT FOR PROFIT CORPORATE STATUTES AND AS SET FORTH IN THE ORGANIZATIONAL BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A DUES-PAYING MEMBERS HAVE THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE BYLAWS REQUIRE APPROVAL BY MEMBERSHIP VOTE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS DISCLOSE CONFLICTS OF INTEREST IN A SIGNED STATEMENT ANNUALLY. ANY CONFLICTS THAT ARISE ARE DISCUSSED WITH THE PRESIDENT AND EXECUTIVE COMMITTEE TO DETERMINE THE COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION OF THE CEO ANNUALLY BY USING COMPARABLE SALARY INFORMATION OBTAINED FROM ASAE AND OTHER MARKET STUDIES. FORM 990, PART VI, SECTION C, LINE 19 FORMS 990 AND 990T ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES 711,134. OTHER PROFESSIONAL FEES 6,367. TEMPORARY HELP 60,569. PAYROLL SERVICE 4,628. FORM 990, PART XI, LINE 9: COLLECTIBLE PLEDGES 5,505. CHANGE IN PAC ASSETS (PLUG) 996. PAC REVENUE VS EXPENSES (PLUG) 346. FORM 990, PART XII, LINE 2C: THE AUDIT REVIEW PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. ETAPAC 1620 L STREET NW SUITE 1020 WASHINGTON DC 20036 463394476 SUPPORTING PRO-INDUSTRY CANDIDATES FOR THE US SENATE AND HOUSE OF REP. DC 527 N/A ETA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0