2020-11-16T13:57:25-06:00 2019-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2019-01-01 814001808 SOFTWARE EDUCATION FOUNDATION SOFT 2028725500 20 F STREET NW STE 800 WASHINGTON DC 20001 JOSEPH DESALVIO CFO 2028725500 2020-11-16 1 WILLIAM E TURCO CPA P00369217 3012963600 2020-11-16 2019 2022-09-23 18:48:47Z JOSEPH DESALVIO 20 F STREET NW STE 800 WASHINGTON DC 20001 4894076 0 X WWW.SOFTWARE.ORG X 2016 DC 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. 7 6 4 15 0 0 2002004 4767525 0 0 0 126236 0 315 2002004 4894076 112096 100337 0 0 664006 716611 0 0 0 961437 657509 1737539 1474457 264465 3419619 1017033 4768124 680208 951688 336825 3816436 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. 0 0 331196 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. 292460 100337 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. 802843 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. 1426499 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X BETH ESQUERRE DIRECTOR FINANCE 2028725500 20 F STREET NW STE 800 WASHINGTON DC 20001 DAVID CRANE CHAIR 2.00 X X 0 0 0 JACE JOHNSON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER PADILLA DIRECTOR 1.00 X 0 0 0 FRED HUMPHRIES DIRECTOR 1.00 X 0 0 0 JIM GREEN DIRECTOR 1.00 X 0 0 0 ALLEN LINEBERRY DIRECTOR 1.00 X 0 0 0 VICTORIA ESPINEL DIRECTOR/PRESIDENT 1.00 39.00 X X 0 1969667 85311 JODIE KELLEY SECRETARY THRU 8/30/2019 1.00 39.00 X 0 581168 69209 JOSEPH DESALVIO CFO 1.00 39.00 X 0 348900 46434 HA MCNEILL TREASURER (EFF 11/20) 39.00 1.00 X 0 99257 19887 CHRISTOPHER HOPFENSPERGER EXECUTIVE DIRECTOR 40.00 X 347546 0 70332 DORI S FRIEDBERG SR DIRECTOR 40.00 X 119669 0 27403 467215 2998992 318576 2 0 1 1 THE GERMAN MARSHALL FUND OF THE US 1744 R STREET NW WASHINGTON DC 20009 CONFERENCE 209093 1 4667525 100000 4767525 126236 126236 OTHER REVENUE 813910 315 315 315 4894076 0 0 126551 100337 100337 438784 416845 21939 195752 185964 9788 14480 13756 724 33802 32112 1690 33793 32103 1690 7234 4345 2889 7324 6958 366 4299 4084 215 115979 115867 112 16354 15536 818 31044 29492 1552 87225 82864 4361 79877 79375 502 281676 281676 13073 12419 654 DUES & SUBSCRIPTIONS 5926 5630 296 OTHER EXPENSES 5411 5153 258 MAINTENANCE 2087 1983 104 1474457 1426499 47958 0 1016165 17622 400030 3122 868 868 1523863 2822116 0 503 1017033 4768124 67642 66579 612566 885109 680208 951688 X 336825 3816436 336825 3816436 1017033 4768124 3419619 59992 0 X 0 1 X 1 0 X X X 1 BSA BUSINESS SOFTWARE ALLIANCE INC 061242574 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 40231-DOUBLELINE TOTAL (DBLTX) 427665 C 38502-DODGE & COX (DODIX) 540185 C 8263-FPA CRESCENT (FPACX) 279564 C 45508-FPA NEW INCOME (FPNIX) 454173 C 16663-IVA WORLWIDE (IVWIX) 278451 C 49303-METROPOLITAN WEST (MWTIX) 538883 C 1025-VANGUARD 500 INDEX (VOO) 303195 C 2822116 DUE TO BSA 885109 885109 X PART X, LINE 2: 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. 1 GIRLS WHO CODE 28 W 23RD STREET NEW YORK NY 10010 300728021 501(C)(3) 78500 11837 COST COMPUTER EQUIPMENT FOR SUMMER IMMERSION PROGRAM IMMERSION PROGRAM 1 PART I, LINE 2: SOFTWARE EDUCATION FOUNDATION OCCASIONALLY CONTRIBUTES MONEY TO ORGANIZATIONS IN SUPPORT OF CHARITABLE INITIATIVES RELATED TO THE SOFTWARE INDUSTRY. X 1 1 X 0 0 0 0 0 0 0 0 0 VICTORIA ESPINEL DIRECTOR/PRESIDENT 0 1411956 0 546667 0 11044 0 40300 0 46686 0 2056653 0 0 JODIE KELLEY SECRETARY THRU 8/30/2019 0 404616 0 164194 0 12358 0 40300 0 35777 0 657245 0 0 JOSEPH DESALVIO CFO 0 314962 0 24621 0 9317 0 12167 0 37020 0 398087 0 0 CHRISTOPHER HOPFENSPERGER EXECUTIVE DIRECTOR 308637 0 30505 0 8404 0 37917 0 35168 0 420631 0 0 0 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. 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. 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 RUA SAMUEL MORSE NO 134-BROOK SAO PAULO BR TRADE ASSOCIATION BR BSA 0 BSA THE SOFTWARE ALLIANCE PAC 20 F STREET SUITE 800 WASHINGTON DC 20001 841693724 CAMPAIGN SUPPORT DC 527 BSA 0 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 KYOBO BLDG SUITE 35-06 1 JONGNO SEOUL KS FORENSIC SUPP KS N/A C 0 BSA SOFTWARE SERVICES DO BRASIL RUA SAMEUL MORSE NO 134 BROOKLIN SAN PAULO BR TELEMKTG SOFT BR N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 BSA BUSINESS SOFTWARE ALLIANCE INC C 4762097 COST OF GRANT BSA BUSINESS SOFTWARE ALLIANCE INC M 206389 COST OF SERVICE BSA BUSINESS SOFTWARE ALLIANCE INC O 61835 PAYROLL COSTS