2025-11-12T08:53:56-06:00 2024-12-31 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2024-01-01 430164315 Consumer Data Industry Association CONS 2024087409 1156 15th Street NW 1250 Washington DC 20005 Daniel C Smith President and CEO 2024087409 2025-11-05 1 0 Stacy Cullen P00974308 3012316200 2025-11-05 2024 2025-03-06 01:10:19Z X Daniel C Smith 1156 15th Street NW 1250 Washington DC 20005 7263859 0 X www.cdiaonline.org X 1937 MO Provide consumers, media, legislators/regulators benefits of responsible use of consumer data. 19 19 13 18 0 0 30000 0 6367091 7129099 87543 17890 0 110512 6484634 7257501 0 0 0 0 2285846 3239691 0 0 0 3752870 3975234 6038716 7214925 445918 42576 6222905 7379093 2222795 3171665 4000110 4207428 CDIA's mission is to enable consumers, media, legislators and regulators to understand the benefits of the responsible use of consumer data which creates opportunities for consumers and the economy. 0 0 Government Relations, Regulatory Affairs & Judicial Representation: To serve as the industry's primary spokesperson on all legislative and regulatory matters (federal/state/local). To represent the industry's interests in relevant judicial matters. To keep members informed of changes in laws or regulations that may affect them. Public Relations/Communications/Research/Standards: To encourage the understanding of the positive economic and public safety benefits of the use of consumer data for risk decisions by media, consumer interest groups, legislators, regulators, and the general public. To conduct directly or sponsor third-party research, consumer opinion polls, etc., that inform the dialogue regarding the importance of ensuring that consumer data can be used for risk decisions. To sponsor ongoing member discussions and to participate in other inter-industry/international discussions of technical standards regarding how data is managed or general principles regarding industry best practices. Education Services: To provide its members and their customers with best-in-class training programs (e.g., in-person workshops, webinars, teleseminars, online distance learning programs) which encourage accurate data reporting, knowledge of laws, regulations, and legal opinions which affect the flow of data used for risk and other decisions. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 13 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 1 0 1 1 1 1 0 X Tim Boldt 2024087409 1156 15th Street NW Suite 1250 Washington DC 20005 Daniel Smith President & CEO 37.50 X X 578075 0 47168 Guy Abramo Director 1.00 X 0 0 0 Pete Carrol Director 1.00 X 0 0 0 Michael Crockett Director 1.00 X 0 0 0 Darryl Gibson Director 1.00 X 0 0 0 Todd Horvath Director 1.00 X 0 0 0 Amy McKee Hulthan Director 1.00 X 0 0 0 Liz Oesterle Director 1.00 X 0 0 0 Nick Oldham Director 1.00 X 0 0 0 David Oppenheim Director 1.00 X 0 0 0 Eli Peterson Director 1.00 X 0 0 0 Jonathan Price Director 1.00 X 0 0 0 Eric Saida Director 1.00 X 0 0 0 Steve Sassaman Director 1.00 X 0 0 0 Rick Trainor Director 1.00 X 0 0 0 Mecedes Vela Director 1.00 X 0 0 0 John White Director 1.00 X 0 0 0 Walt Wojciechowski Director 1.00 X 0 0 0 Chris Lemens Director (JOINED) 1.00 X 0 0 0 Michelle Weiler Director (JOINED) 1.00 X 0 0 0 Jennifer Burns Chairperson (LEFT) 1.00 X 0 0 0 Sarah Ohs Dir. of Government Relations 37.50 X 341200 0 36327 Sheila Greenwood Senior VP of Cong. Affairs & Chief of Staff 37.50 X 218350 0 33532 Eric Ellman Senior VP Public Policy 37.50 X 339450 0 65317 1477075 0 182344 4 1 1 0 Hudson Cook 7037 Ridge Road Suite 300 Hanover MD 21076 Legal 472364 Porterfield Fettig & Sears LLC 400 North Capital Street NW Suite 3 Washington DC 20001 Government Relations 250000 Gray and Company 6909 Ayr Lane Bethesda MD 20817 Government Relations 150000 Rokk Solutions 2020 K Street NW Suite 510 Washington DC 20006 Government Relations 125352 Turing Strategies 1106 W 18th Street Unit 4W Chicago IL 60608 Government Relations 120000 8 Member Dues 561499 4935369 4935369 Registration 611710 1486560 1486560 Special Assessment 900099 707170 707170 7129099 24248 24248 110512 0 110512 110512 110512 6358 -6358 -6358 -6358 7257501 7129099 0 128402 X 1659419 1142684 31955 259647 145986 9277 1851260 41698 183655 88277 337984 44291 Professional Fees 531033 Outside Services 451555 Dues/Subscriptions 207542 Cost of Education Sales 206739 21923 7214925 1295433 487214 438388 4061187 168993 23935 158760 108917 255274 49843 692656 2013660 2051820 1358501 705094 6222905 7379093 308416 1228550 111632 1153782 1802747 789333 2222795 3171665 X 4000110 4207428 4000110 4207428 6222905 7379093 42576 164742 0 X X 0 1 X 1 0 0 0 1 4935369 2533186 -149017 2384169 2358551 25618 158760 108917 49843 49843 Certificates of Deposit 2051820 F 2051820 Right-of-Use Asset - Operating Lease 705094 705094 Capital Lease Liability 789333 789333 X 7302454 164742 164742 7137712 9277 110512 119789 7257501 7095136 0 7095136 9277 110512 119789 7214925 Part X, Line 2: The Association evaluates uncertainty in income tax positions based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement. As of December 31, 2024 and 2023, there are no accruals for uncertain tax positions. If applicable, the Association records interest and penalties as a component of income tax expense. Tax years from 2021 through the current year remain open for examination by tax authorities. Part XI, Line 4b - Other Adjustments: Rental Income 110,512. Part XII, Line 4b - Other Adjustments: Rental Income 110,512. X X X X 0 0 0 Daniel Smith President & CEO 526200 0 51875 0 0 0 24500 0 22668 0 625243 0 0 0 Eric Ellman Senior VP Public Policy 303450 0 36000 0 0 0 26593 0 38724 0 404767 0 0 0 Sarah Ohs Dir. of Government Relations 301200 0 40000 0 0 0 24267 0 12060 0 377527 0 0 0 Sheila Greenwood Senior VP of Cong. Affairs & Chief o 218350 0 0 0 0 0 7840 0 25692 0 251882 0 0 0 Form 990, Part VI, Section A, line 6 The governing body is the CDIA board of directors. Members that have their dues calculated based on reported revenues, with dues over $100,000 are entitled to one seat of the board of directors; members that have their dues calculated based on reported revenues over $200,000 are entitled to two seats on the board. Each such director is appointed to the board by the member organizations. Finally, there are four directors-at-large elected by the board of directors, after considering the recommendation of the board nominating committee. Form 990, Part VI, Section A, line 7a Members do not approve decisions of the board of directors. Under existing governing documents members do not have the right to receive a distribution of net assets upon the dissolution of the organization. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by the outside accounting firm and is reviewed by the CDIA treasurer and president. The final draft of the form 990 is distributed to the board of directors before filing. Form 990, Part VI, Section B, line 15 Compensation for each CDIA position is reviewed and approved by the president and CEO using compensation data for similarly qualified persons in functionally comparable positions at similarly situated organizations. Form 990, Part VI, Section C, line 19 Availability of governing documents to public - no documents are made available to the general public. Form 990, Part IX, line 11g Communications Assessment 125,352. Special Assessment 581,818. State Lobbyist 1,144,090. Form 990, Part XII, Line 2c: The board has charged those responsible for the organization's finances with oversight of the independent audit. The process is consistent with the prior year.