SOFTWARE EDUCATION FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOFTWARE EDUCATION FOUNDATION (EIN 81-4001808)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349312424
- Schema version
- 2019v5.1
- 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 | 2020-11-16T13:57:25-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814001808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOFTWARE EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOFT | BusinessNameControlTxt |
| Phone | 2028725500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 F STREET NW STE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH DESALVIO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2028725500 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH DESALVIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 F STREET NW STE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,894,076 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SOFTWARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S MISSION IS TO INFORM THE PUBLIC ON THE ECONOMIC AND SOCIETAL CONTRIBUTIONS OF SOFTWARE, ADVANCE OPPORTUNITIES FOR STEM EDUCATION, AND BROADEN UNDERSTANDING OF SOFTWARE-RELATED ELEMENTS OF STEM EDUCATION AND THE IMPORTANCE OF SOFTWARE TO POLICY GOALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,002,004 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,767,525 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $126,236 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $315 | CYOtherRevenueAmt |
| PY Total Revenue | $2,002,004 | PYTotalRevenueAmt |
| CY Total Revenue | $4,894,076 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $112,096 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,337 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $664,006 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $716,611 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $961,437 | PYOtherExpensesAmt |
| CY Other Expenses | $657,509 | CYOtherExpensesAmt |
| PY Total Expenses | $1,737,539 | PYTotalExpensesAmt |
| CY Total Expenses | $1,474,457 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $264,465 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,419,619 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,017,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,768,124 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $680,208 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $951,688 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $336,825 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,816,436 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION'S MISSION IS TO INFORM THE PUBLIC ON THE ECONOMIC AND SOCIETAL CONTRIBUTIONS OF SOFTWARE, ADVANCE OPPORTUNITIES FOR STEM EDUCATION, AND BROADEN UNDERSTANDING OF SOFTWARE-RELATED ELEMENTS OF STEM EDUCATION AND THE IMPORTANCE OF SOFTWARE TO POLICY GOALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $331,196 | ExpenseAmt |
| Desc | RESEARCH AND PUBLICATION: SOFTWARE.ORG PUBLISHES STUDIES AND DEVELOPS REPORTS THAT EXPLAIN CUTTING-EDGE TECHNOLOGIES BEFORE THEY BECOME MAINSTREAM; HIGHLIGHT THE ECONOMIC AND EMPLOYMENT BENEFITS THAT THE SOFTWARE INDUSTRY PROVIDES TO THE OVERALL ECONOMY; AND, EXAMINE THE INTERSECTION OF SOFTWARE AND SOCIETY BY DEMONSTRATING THE POTENTIAL CHANGES THAT SOFTWARE-ENABLED TECHNOLOGY WILL PROVIDE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $292,460 | ExpenseAmt |
| Grant | $100,337 | GrantAmt |
| Desc | STEM EDUCATION: SOFTWARE.ORG ENCOURAGES A DIVERSE COMMUNITY OF CODERS AND WORKS TO INCREASE OPPORTUNITIES FOR TRAINING AND SKILLS BY DIRECTLY SUPPORTING PHILANTHROPIC EFFORTS AIMED TO ENCOURAGE GIRLS AND MINORITIES TO ENTER THE SOFTWARE WORKFORCE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $802,843 | ExpenseAmt |
| Desc | PUBLIC EDUCATION: SOFTWARE.ORG DEVELOPS AND EXECUTES EDUCATIONAL EVENTS IN ORDER TO ENGAGE WITH POLICYMAKERS AND THE PUBLIC TO EXAMINE THE LEGAL, EDUCATIONAL, AND ECONOMIC ENVIRONMENT THAT WILL ENABLE SOCIETY TO BEST TAKE ADVANTAGE OF CUTTING-EDGE TECHNOLOGIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,426,499 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ESQUERRE DIRECTOR FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028725500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 F STREET NW STE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID CRANE | |||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JACE JOHNSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER PADILLA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRED HUMPHRIES | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM GREEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALLEN LINEBERRY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICTORIA ESPINEL | |||||||||
| DIRECTOR/PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $1,969,667 | $85,311 | 39.00 | ||
| JODIE KELLEY | |||||||||
| SECRETARY THRU 8/30/2019 | 1.00 | Yes (X) | $0 | $581,168 | $69,209 | 39.00 | |||
| JOSEPH DESALVIO | |||||||||
| CFO | 1.00 | Yes (X) | $0 | $348,900 | $46,434 | 39.00 | |||
| HA MCNEILL | |||||||||
| TREASURER (EFF 11/20) | 39.00 | Yes (X) | $0 | $99,257 | $19,887 | 1.00 | |||
| CHRISTOPHER HOPFENSPERGER | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $347,546 | $0 | $70,332 | Yes (X) | ||||
| DORI S FRIEDBERG | |||||||||
| SR DIRECTOR | 40.00 | $119,669 | $0 | $27,403 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $467,215 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,998,992 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $318,576 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GERMAN MARSHALL FUND OF THE US | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1744 R STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONFERENCE | ServicesDesc |
| Compensation | $209,093 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,667,525 | RelatedOrganizationsAmt |
| All Other Contributions | $100,000 | AllOtherContributionsAmt |
| Total Contributions | $4,767,525 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $126,236 | TotalRevenueColumnAmt |
| Exclusion | $126,236 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 813910 | BusinessCd |
| Total Revenue Column | $315 | TotalRevenueColumnAmt |
| Exclusion | $315 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $315 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,894,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $126,551 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,337 | TotalAmt |
| Program Services | $100,337 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,784 | TotalAmt |
| Program Services | $416,845 | ProgramServicesAmt |
| Management And General | $21,939 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,752 | TotalAmt |
| Program Services | $185,964 | ProgramServicesAmt |
| Management And General | $9,788 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,480 | TotalAmt |
| Program Services | $13,756 | ProgramServicesAmt |
| Management And General | $724 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,802 | TotalAmt |
| Program Services | $32,112 | ProgramServicesAmt |
| Management And General | $1,690 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,793 | TotalAmt |
| Program Services | $32,103 | ProgramServicesAmt |
| Management And General | $1,690 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,234 | TotalAmt |
| Program Services | $4,345 | ProgramServicesAmt |
| Management And General | $2,889 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,324 | TotalAmt |
| Program Services | $6,958 | ProgramServicesAmt |
| Management And General | $366 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,299 | TotalAmt |
| Program Services | $4,084 | ProgramServicesAmt |
| Management And General | $215 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,979 | TotalAmt |
| Program Services | $115,867 | ProgramServicesAmt |
| Management And General | $112 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,354 | TotalAmt |
| Program Services | $15,536 | ProgramServicesAmt |
| Management And General | $818 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,044 | TotalAmt |
| Program Services | $29,492 | ProgramServicesAmt |
| Management And General | $1,552 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,225 | TotalAmt |
| Program Services | $82,864 | ProgramServicesAmt |
| Management And General | $4,361 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,877 | TotalAmt |
| Program Services | $79,375 | ProgramServicesAmt |
| Management And General | $502 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,676 | TotalAmt |
| Program Services | $281,676 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,073 | TotalAmt |
| Program Services | $12,419 | ProgramServicesAmt |
| Management And General | $654 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $5,926 | $5,630 | $296 |
| OTHER EXPENSES | $5,411 | $5,153 | $258 |
| MAINTENANCE | $2,087 | $1,983 | $104 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,474,457 | TotalAmt |
| Program Services | $1,426,499 | ProgramServicesAmt |
| Management And General | $47,958 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,165 | BOYAmt |
| EOY | $17,622 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $400,030 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,122 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $868 | BOYAmt |
| EOY | $868 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,523,863 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,822,116 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $503 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,033 | BOYAmt |
| EOY | $4,768,124 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,642 | BOYAmt |
| EOY | $66,579 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,566 | BOYAmt |
| EOY | $885,109 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $680,208 | BOYAmt |
| EOY | $951,688 | 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 | $336,825 | BOYAmt |
| EOY | $3,816,436 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,825 | BOYAmt |
| EOY | $3,816,436 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,033 | BOYAmt |
| EOY | $4,768,124 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,419,619 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $59,992 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BSA BUSINESS SOFTWARE ALLIANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061242574 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (1) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 3B: | SOFTWARE EDUCATION FOUNDATION ANALYZED GROSS RECEIPTS AND CONTRIBUTIONS FROM INDIVIDUAL TAXPAYERS REPORTED ON BSA BUSINESS SOFTWARE ALLIANCE, INC.'S FORM 990 AND HAS DETERMINED THAT THE PUBLIC SUPPORT TEST UNDER SECTION 509 (A)(2) HAS BEEN MET. |
| PART IV, SECTION A, LINE 3C: | THE FOUNDATION PROVIDES NO FINANCIAL SUPPORT TO ITS SUPPORTED ORGANIZATION BSA BUSINESS SOFTWARE ALLIANCE, INC. AND HAS NO INTENTION OF PROVIDING FINANCIAL SUPPORT TO BSA. HOWEVER, SHOULD THE FOUNDATION EVER PROVIDE FINANCIAL SUPPORT TO BSA, IT COMMITS TO PUT FINANCIAL CONTROLS AND REPORTING REQUIREMENTS IN PLACE TO ASSURE ALL SUCH SUPPORT IS USED SOLELY FOR SECTION 170(C)(2)(B) PURPOSES. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| 40231-DOUBLELINE TOTAL (DBLTX) | $427,665 | C |
| 38502-DODGE & COX (DODIX) | $540,185 | C |
| 8263-FPA CRESCENT (FPACX) | $279,564 | C |
| 45508-FPA NEW INCOME (FPNIX) | $454,173 | C |
| 16663-IVA WORLWIDE (IVWIX) | $278,451 | C |
| 49303-METROPOLITAN WEST (MWTIX) | $538,883 | C |
| 1025-VANGUARD 500 INDEX (VOO) | $303,195 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,822,116 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BSA | Desc |
| Amt | $885,109 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $885,109 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SOFTWARE EDUCATION FOUNDATION (SEF) IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. IN ADDITION, SEF QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION. INCOME, WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2019 OR 2018. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIRLS WHO CODE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 W 23RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 300728021 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $78,500 | CashGrantAmt |
| Non Cash Assistance | $11,837 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | COMPUTER EQUIPMENT FOR SUMMER IMMERSION PROGRAM | NonCashAssistanceDesc |
| Purpose Of Grant | IMMERSION PROGRAM | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SOFTWARE EDUCATION FOUNDATION OCCASIONALLY CONTRIBUTES MONEY TO ORGANIZATIONS IN SUPPORT OF CHARITABLE INITIATIVES RELATED TO THE SOFTWARE INDUSTRY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VICTORIA ESPINEL | ||||||||||||||
| DIRECTOR/PRESIDENT | $0 | $1,411,956 | $0 | $546,667 | $0 | $11,044 | $0 | $40,300 | $0 | $46,686 | $0 | $2,056,653 | $0 | $0 |
| JODIE KELLEY | ||||||||||||||
| SECRETARY THRU 8/30/2019 | $0 | $404,616 | $0 | $164,194 | $0 | $12,358 | $0 | $40,300 | $0 | $35,777 | $0 | $657,245 | $0 | $0 |
| JOSEPH DESALVIO | ||||||||||||||
| CFO | $0 | $314,962 | $0 | $24,621 | $0 | $9,317 | $0 | $12,167 | $0 | $37,020 | $0 | $398,087 | $0 | $0 |
| CHRISTOPHER HOPFENSPERGER | ||||||||||||||
| EXECUTIVE DIRECTOR | $308,637 | $0 | $30,505 | $0 | $8,404 | $0 | $37,917 | $0 | $35,168 | $0 | $420,631 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | HEALTH AND SOCIAL CLUB DUES OR INITIATION FEES: SOFTWARE EDUCATION FOUNDATION AND BSA BUSINESS SOFTWARE ALLIANCE, INC. (RELATED ORGANIZATION) REIMBURSE ALL REGULAR EMPLOYEES UP TO $80 PER MONTH FOR HEALTH AND FITNESS EXPENSES INCLUDING MONTHLY FITNESS CLUB/GYM FEES. THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS. THE FOLLOWING WERE REIMBURSED IN 2019: DORI FRIEDBERG, SR DIRECTOR - $667 JODIE KELLEY, SECRETARY - $560 JOSEPH DESALVIO, CFO - $375 HA MCNEILL, TREASURER - $320 |
| PART I, LINE 3 | VICTORIA ESPINEL, DIRECTOR AND PRESIDENT OF THE FOUNDATION, IS PAID BY BSA BUSINESS SOFTWARE ALLIANCE, INC.. THE BSA BOARD'S EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE REVIEW ON AN ANNUAL BASIS AND DETERMINES COMPENSATION. COMPENSATION PAID TO OTHER NONPROFIT EXECUTIVES IN COMPARABLE POSITIONS IS CONSIDERED DURING THIS PROCESS. THE COMPENSATED OFFICERS LISTED ON THE FORM 990 ARE PAID BY BSA BUSINESS SOFTWARE ALLIANCE, INC.. FOR ALL REPORTED INDIVIDUALS, COMPENSATION IS REVIEWED ANNUALLY. COMPENSATION PAID TO OTHER NONPROFIT EXECUTIVES IN COMPARABLE POSITIONS IS CONSIDERED DURING THIS PROCESS. THOSE LISTED ON THE FORM 990 ARE SUBJECT TO AN ANNUAL PERFORMANCE REVIEW. THEIR MERIT INCREASE, IF ANY, IS DETERMINED BASED ON PERFORMANCE. THEIR BONUS, IF ELIGIBLE AND IF EARNED, IS DETERMINED BASED ON THEIR PERFORMANCE VERSUS PREDEFINED GOALS AND OBJECTIVES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | SOFTWARE EDUCATION FOUNDATION IS A MEMBERSHIP CORPORATION WITH BSA BUSINESS SOFTWARE ALLIANCE, INC., A DISTRICT OF COLUMBIA NONPROFIT CORPORATION, AS ITS SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | SOFTWARE EDUCATION FOUNDATION IS A MEMBERSHIP CORPORATION WITH BSA BUSINESS SOFTWARE ALLIANCE, INC., A DISTRICT OF COLUMBIA NONPROFIT CORPORATION, AS ITS SOLE MEMBER. AS THE SOLE MEMBER OF THE FOUNDATION, BSA ELECTS ALL THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS, AND BSA HAS APPROVAL RIGHTS OVER AMENDMENTS TO THE FOUNDATION'S BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AS THE SOLE MEMBER OF THE FOUNDATION, BSA ELECTS ALL THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS, AND BSA HAS APPROVAL RIGHTS OVER AMENDMENTS TO THE FOUNDATION'S BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY BSA BUSINESS SOFTWARE ALLIANCE, INC. ACCOUNTING STAFF AND IT WAS REVIEWED BY BSA'S FINANCE DIRECTOR, CFO, OUTSIDE COUNSEL AND TAX ADVISOR. THE 990 WAS THEN PROVIDED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN OFFICER, DIRECTOR, OR EMPLOYEE RECEIVES, REVIEWS, AND ACKNOWLEDGES IN WRITING HIS OR HER COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND DISCLOSES ANY EXISTING CONFLICTS OF WHICH HE OR SHE IS CURRENTLY AWARE. IN THIS WRITTEN ACKNOWLEDGEMENT, THE INDIVIDUAL AGREES TO REPORT PROMPTLY TO SOFTWARE EDUCATION FOUNDATION ANY CHANGES OR ADDITIONS TO THEIR INITIAL CONFLICT DISCLOSURE, INCLUDING BUT NOT LIMITED TO ANY INSTANCE OF A CONFLICT OR APPARENT CONFLICT THAT MAY SUBSEQUENTLY ARISE. IN ADDITION, THE ORGANIZATION REGULARLY INFORMS ITS MEMBERS OF THIS POLICY AND ALSO PUBLICIZES METHODS TO REPORT CONFLICTS VIA A CONFIDENTIAL HOTLINE. |
| FORM 990, PART VI, SECTION B, LINE 15 | VICTORIA ESPINEL, DIRECTOR AND PRESIDENT OF THE FOUNDATION, IS PAID BY BSA BUSINESS SOFTWARE ALLIANCE, INC.. THE BSA BOARD'S EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE REVIEW ON AN ANNUAL BASIS AND DETERMINES COMPENSATION. COMPENSATION PAID TO OTHER NONPROFIT EXECUTIVES IN COMPARABLE POSITIONS IS CONSIDERED DURING THIS PROCESS. THE COMPENSATED OFFICERS LISTED ON THE FORM 990 ARE PAID BY BSA BUSINESS SOFTWARE ALLIANCE, INC.. FOR ALL REPORTED INDIVIDUALS, COMPENSATION IS REVIEWED ANNUALLY. COMPENSATION PAID TO OTHER NONPROFIT EXECUTIVES IN COMPARABLE POSITIONS IS CONSIDERED DURING THIS PROCESS. THOSE LISTED ON THE FORM 990 ARE SUBJECT TO AN ANNUAL PERFORMANCE REVIEW. THEIR MERIT INCREASE, IF ANY, IS DETERMINED BASED ON PERFORMANCE. THEIR BONUS, IF ELIGIBLE AND IF EARNED, IS DETERMINED BASED ON THEIR PERFORMANCE VERSUS PREDEFINED GOALS AND OBJECTIVES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BSA BUSINESS SOFTWARE ALLIANCE INC | ||||||||||||||
| 20 F STREET SUITE 800 | WASHINGTON | DC | 20001 | 061242574 | TRADE ASSOCIATION | DC | 501(C)(6) | N/A | 0 | |||||
| BUSINESS SOFTWARE ALLIANCE BRAZIL | ||||||||||||||
| TRADE ASSOCIATION | 0 | RUA SAMUEL MORSE NO 134-BROOK | SAO PAULO | BR | BR | BSA | ||||||||
| BSA THE SOFTWARE ALLIANCE PAC | ||||||||||||||
| 20 F STREET SUITE 800 | WASHINGTON | DC | 20001 | 841693724 | CAMPAIGN SUPPORT | DC | 527 | 0 | BSA | |||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BSA BUSINESS SOFTWARE SERVICES INC | |||||||||||||
| 20 F STREET NW SUITE 800 | WASHINGTON | DC | 20001 | 472868237 | TELEMKTG SOFT | DE | N/A | C | 0 | ||||
| SOFTWARE FORENSIC RESEARCH CENTER | |||||||||||||
| FORENSIC SUPP | N/A | C | 0 | KYOBO BLDG SUITE 35-06 1 JONGNO | SEOUL | KS | KS | ||||||
| BSA SOFTWARE SERVICES DO BRASIL | |||||||||||||
| TELEMKTG SOFT | N/A | C | 0 | RUA SAMEUL MORSE NO 134 BROOKLIN | SAN PAULO | BR | BR | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BSA BUSINESS SOFTWARE ALLIANCE INC | ||
| C | $4,762,097 | COST OF GRANT |
| BSA BUSINESS SOFTWARE ALLIANCE INC | ||
| M | $206,389 | COST OF SERVICE |
| BSA BUSINESS SOFTWARE ALLIANCE INC | ||
| O | $61,835 | PAYROLL COSTS |
Comments