2017-06-26T13:44:06-05:00 2016-12-31 390859910 Baker Tilly Virchow Krause LLP 205 N Michigan Ave 2800 Chicago IL 606015927 990 2016-01-01 061058206 The Computing Technology Industry Assoc Inc COMP 6306788300 3500 Lacey Road Suite 100 Downers Grove IL 60515 BRIAN LAFFEY CFO 6306788300 2017-06-15 1 Mark Heroux P00959793 3127298000 2017-06-15 38.88.202.179 2017-06-15 11:26:14 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BC09F685FDE84DB8310813647ED41DA63C0BAAFA 2016 2021-01-29 14:40:06Z Todd Thibodeaux 3500 Lacey Rd 100 Downers Grove IL 60515 65071315 0 X www.comptia.org X 1982 CT THE COMPUTING TECHNOLOGY INDUSTRY ASSOCIATION, INC. D/B/A COMPTIA, (See Schedule O) 14 13 203 1650 1052919 -16514 265731 337987 60052919 62875396 1606672 1768811 61886 89121 61987208 65071315 1950000 3894140 0 0 27579898 28978696 0 0 0 31263960 30214294 60793858 63087130 1193350 1984185 26384011 27680903 15949684 15262391 10434327 12418512 X THE ORGANIZATION IS DEDICATED TO ADVANCING INFORMATION TECHNOLOGY INDUSTRY GROWTH THROUGH ITS EDUCATIONAL PROGRAMS, MARKET RESEARCH, NETWORKING EVENTS, PROFESSIONAL CERTIFICATIONS, AND PUBLIC POLICY ADVOCACY. 1 0 60127669 CERTIFICATION - COMPTIA IS THE LEADING PROVIDER OF VENDOR-NEUTRALCERTIFICATIONS IN THE WORLD. DURING THE CURRENT YEAR 282,421CERTIFICATION EXAMS WERE GIVEN IN PC SUPPORT, NETWORKING, SERVERS,CONVERGENCE, TRAINING, LINUX, SECURITY, IT SALES, GREEN IT ANDOTHER IT SKILLS. COMPTIA HAS BEEN DELIVERING CERTIFICATION EXAMSFOR MORE THAN 20 YEARS AND IS COMMITTED TO CONTINUALLY IMPROVINGTHE SERVICE WE PROVIDE TO THE INDUSTRY. 2654571 MEMBERSHIP - COMPTIA IS A THRIVING COMMUNITY OF ORGANIZATIONSTHROUGHOUT THE IT CHANNEL, INCLUDING VENDORS, RESELLERS,DISTRIBUTORS, AND EDUCATORS. OUR MISSION IS TO ADVANCE THEINTERESTS OF OUR VALUED MEMBERS AND THE GLOBAL IT INDUSTRY AS AWHOLE. COMPTIA PROVIDES ITS MEMBERS WITH GLOBAL CERTIFICATIONSAND BUSINESS ACCREDITATIONS, IN-DEPTH INDUSTRY RESEARCH, TARGETEDNETWORKING OPPORTUNITIES, IMPACTFUL LEADERSHIP AND ADVOCACY, ANDVALUABLE BUSINESS TOOLS SUCH AS MANAGEMENT EDUCATION, LEGALTEMPLATES, ROI CALCULATORS, AND BEST BUSINESS PRACTICES. 38120 Conferences and Events - CompTIA provides industry conferences andevents to bring managers of the IT channel to network and learnabout the latest trends in technology and business. RESEARCH - THE ASSOCIATION PROVIDES RELEVANT INDUSTRY RESEARCH FOR ITS MEMBERS FREE OF CHARGE. THE RESEARCH ADDRESSES A WIDE RANGE OF ISSUES COVERING TECHNOLOGY TRENDS, CHANNEL DYNAMICS, AND THE IT WORKFORCE. COMMUNITIES - THE ASSOCIATION PROVIDES 15 TECHNOLOGY INDUSTRY COMMUNITIES TO SERVE ITS MEMBERS. THESE COMMUNITY SERVICES ARE IT SERVICES AND SUPPORT COMMUNITY, MANAGED SERVICES COMMUNITY, ADVANCING WOMEN IN IT COMMUNITY, CLOUD COMMUNITY, IT SECURITY COMMUNITY, ANZ CHANNEL COMMUNITY, CANADIAN IT BUSINESS, FUTURE LEADERS COMMUNITY, UK CHANNEL COMMUNITY, PARTNER ADVISORY COUNCIL, VENDOR ADVISORY COUNCIL, DISTRIBUTOR ADVISORY COUNCIL, END USER COMMISSION COUNCIL, BUSINESS APPLICATIONS ADVISORY COUNCIL, HUMAN SERVICES IT ADVISORY GROUP, STATE & LOCAL GOVERNMENT AND EDUCATIONS COUNCIL and SPACE ENTERPRISE COUNCIL. PUBLIC ADVOCACY - AS A VOICE IN GOVERNMENT THE ASSOCIATION COORDINATES WITH ITS MEMBER COMPANIES TO PROVIDE EXPERT TESTIMONY AND WRITTEN COMMENTS ON VARIOUS IT INDUSTRY-RELATED MATTERS. 0 1 1 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 1 1 1 0 0 1 X 319 0 1 203 1 1 1 1 JA UK SF AS CA GM HK IN 0 0 1 1 0 X 14 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 CA X BRIAN LAFFEY 6306788300 3500 LACEY ROAD SUITE 100 Downers Grove IL 60515 Scott Barlow Director 3.00 X 0 0 0 MJ Shoer Director 3.00 X 0 0 0 Gordon Pelosse Director 3.00 X 0 0 0 Eric Martorano Director 3.00 X 0 0 0 Mary Ellen Grom Director 3.00 X 0 0 0 Quy Nguyen Director 3.00 X 0 0 0 Mont Phelps Vice Chairman 3.00 X 0 0 0 Tracy Pound Director 3.00 X 0 0 0 Amy Kardel Chair 3.00 X 0 0 0 Frank Vitagliano Vice Chairman 3.00 X 0 0 0 Dan Shapero Director 3.00 X 0 0 0 Kirk Robinson Director 3.00 X 0 0 0 Barry Williams director 3.00 X 0 0 0 Todd Thibodeaux President/CEO 40.00 X X 1241859 0 32830 Dan Liutikas Chief Legal Officer 40.00 X X 327452 0 36985 Brian Laffey CFO 40.00 X X 212519 0 38696 Joseph Padin Vice President Sales 40.00 X 393828 0 12547 Elizabeth Hyman EVP Public Advocacy 40.00 X 388775 0 26992 Nancy Hammervik EVP - Industry Relations 40.00 X 336212 0 37909 Bryan Kainrath Vice President, Examplify 40.00 X 350143 0 41461 Ann Batko EVP Marketing & Communication 40.00 X 421826 0 34721 3672614 0 262141 8 0 1 0 The Diplomat Resort & Spa 3555 S Ocean Drive Hollywood FL 33019 Conference & Events 1313086 3500 Lacey Road CO Hamilton Partners 300 Park Boulevard Suite 500 ITASCA IL 60143 Rent 934078 The Channel Company LLC PO BOX 845266 Boston MA 02284 Marketing 312750 Glenborough 1525 Wilson LLC 7191 Solution Center Chicago IL 60677 Rent 257343 Baker Tilly Virchow Krause LLP 1301 W 22nd St Suite 400 Oak Brook IL 60523 Consulting 138825 12 337987 337987 CERTIFICATION TESTS 541900 50446544 50446544 CONTINUING EDUCATION REVENUE 541900 5382948 5382948 MEMBERSHIP DUES 900099 2649721 2649721 CERTMASTER LEARNING UNITS 541900 2636670 2636670 All other program services 541900 1699627 582439 993033 124155 59886 59886 62875396 1768811 1768811 OTHER INCOME 900099 89121 89121 89121 65071315 61698322 1052919 1982087 3894140 3934755 20334169 1208565 2166933 1334274 70599 301284 2986907 3405452 459526 1671947 631877 2135782 3399713 342675 350629 COST OF TESTS DELIVERED 10520039 Program Development 3167958 RESEARCH EXPENSES 498108 INTEREST AND BANK FEES 193760 78038 63087130 10426801 8224608 5782000 4990537 4195846 3854682 1330810 562054 4706783 3855588 983957 851195 3664597 9197827 26384011 27680903 2002720 3105034 7686136 6725633 6260828 5431724 15949684 15262391 X 10434327 12418512 10434327 12418512 26384011 27680903 1984185 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 669865 0 Comptia Pac 515 2nd Street NE Washington DC 20002 383758906 0 0 0 0 1 2671559 944211 88414 1032625 1682993 -650368 Part I-A Line 1: Information technology industry advocacy responds to the political needs of the I.T. community. Our public policy work leverages the interplay between governments, business, institutions, and individuals to help create and maintain business climates that remain favorable to our members' interests. 803781 358131 445650 3903002 3497457 405545 851195 SECURITY DEPOSITS 122030 ACCRUED INTEREST RECEIVABLE 8251 DUE FROM SUBSIDIARY 8431165 DUE FROM FOUNDATION 40768 OTHER ASSETS 395633 Investments 199980 9197827 ACCRUED SALARIES & COMMISSION 4608759 OTHER LIABILITIES 822965 5431724 X Part X, Line 2: The Association follows the accounting standards for contingencies in evaluating uncertain tax positions. The guidance prescribes recognition threshold principles for the financial statement recognition of tax positions taken or expected to be taken on a tax return that are not certain to be realized. There are no uncertain tax positions taken by the Association as of December 31, 2016 and 2015. The Association's tax returns are subject to review and examination by federal and state authorities. The accrued income tax was $53,550 and $56,405 as of December 31, 2016 and 2015, respectively. 1 North America 3 3 Program services Membership, Certification 583835 Europe 2 14 Program services Membership, Certification 2487641 East Asia and the Pacific 6 6 Program services Membership, Certification 1203799 Sub-saharan Africa 1 7 Program services Membership, Certification 612417 12 30 0 0 12 30 4887692 0 4887692 0 0 1 0 0 1 Part I, Line 3, Column F: Accrual Accounting Method 1 Creating IT Futures Foundation Inc 3500 Lacey Rd Downers Grove IL 60515 364295421 501(C)(3) 3800000 Education Women's Audio Mission 542-544 NATOMA STREET SAN FRANCISCO CA 94103 542105425 501(C)(3) 50000 General support Network for Good Net 1140 Connecticut Avenue Suite 700 Washington DC 20036 680480736 501(C)(3) 20140 General Support Girls Who Code Inc 28 W 23rd Street 4th Floor New YOrk NY 10010 300728021 501(C)(3) 14000 General Support Minnesota High Tech Foundation (MHTA) 400 S 4th Street Suite 416 Minneapolis MN 55415 363367684 501(C)(3) 10000 Scholarship Fund 5 Schedule I, Part I, Line 2: THE ASSOCIATION PROVIDES FUNDS TO THE CREATING I.T. FUTURES FOUNDATION, INC. THE FOUNDATION IS A RELATED ENTITY THAT IS CONTROLLED BY THE ASSOCIATION. THE FOUNDATION HELPS AT-RISK INDIVIDUALS AND POPULATIONS UNDER-REPRESENTED IN I.T. PREPARE FOR, SECURE AND BE SUCCESSFUL IN I.T. CAREERS. X 1 1 X X X X X X 0 0 0 Todd Thibodeaux President/CEO 701406 0 365338 0 175115 0 15900 0 16930 0 1274689 0 0 0 Dan Liutikas Chief Legal Officer 213829 0 65083 0 48540 0 13620 0 23365 0 364437 0 0 0 Brian Laffey CFO 206805 0 0 0 5714 0 12045 0 26651 0 251215 0 0 0 Joseph Padin Vice President Sales 171462 0 188725 0 33641 0 10506 0 2041 0 406375 0 0 0 Elizabeth Hyman EVP Public Advocacy 269105 0 81133 0 38537 0 15900 0 11092 0 415767 0 0 0 Nancy Hammervik EVP - Industry Relations 254301 0 76033 0 5878 0 13858 0 24051 0 374121 0 0 0 Bryan Kainrath Vice President, Examplify 185217 0 117025 0 47901 0 15155 0 26306 0 391604 0 0 0 Ann Batko EVP Marketing & Communication 243895 0 173033 0 4898 0 15900 0 18821 0 456547 0 0 0 Form 990, Part I, Line 1: IS THE VOICE OF THE WORLD'S INFORMATION TECHNOLOGY (IT) INDUSTRY. ITS MEMBERS ARE THE COMPANIES AT THE FOREFRONT OF INNOVATION; AND THE PROFESSIONALS RESPONSIBLE FOR MAXIMIZING THE BENEFITS ORGANIZATIONS RECEIVE FROM THEIR INVESTMENTS IN TECHNOLOGY. COMPTIA IS DEDICATED TO ADVANCING THE INDUSTRY GROWTH THROUGH ITS EDUCATIONAL PROGRAMS, MARKET RESEARCH, NETWORKING EVENTS, PROFESSIONAL CERTIFICATIONS, AND PUBLIC POLICY ADVOCACY. Form 990, Part III, line 2 In late 2016 CompTIA aquired a professional association named Association of Information Technology Professionals. Form 990, Part VI, Section A, line 1 The voting members of the Executive Committee are comprised of the Board Chair, Board Vice-Chair, Audit and Investment Committee Chair, the President and CEO, and the Immediate Past Chair of the Board. All of the members of the Executive Committee are also members of the Board of Directors, the governing body of the organization. The Executive Committee may act on behalf of the organization in any matter when the Board is not in session provided that such matter does not require a Board vote as provided for in the Bylaws or any applicable Board Policy. A majority of the Executive Committee shall constitute a quorum for the transaction of business. Form 990, Part VI, Section A, line 6 THE ORGANIZATION HAS 1650 MEMBERS MADE UP OF INFORMATION TECHNOLOGY (IT) COMPANIES INCLUDING IT RESELLERS, IT VENDORS, AND IT DISTRIBUTORS. Form 990, Part VI, Section A, line 7a MEMBERS ARE COMPOSED OF IT RESELLERS, IT VENDORS, AND IT DISTRIBUTORS AND HAVE THE RIGHT TO ELECT BOARD MEMBERS. Form 990, Part VI, Section B, line 11b THE 990 IS REVIEWED BY THE PRESIDENT/CEO, CHIEF FINANCIAL OFFICER, BOARD OF DIRECTORS, AND THE AUDITORS OF THE ASSOCIATION. Form 990, Part VI, Section B, line 12c THE ASSOCIATION HAS A WRITTEN CONFLICT OF INTEREST POLICY FOR THE BOARD OF DIRECTORS AND PERIODICALLY ASKS FOR UPDATED SIGNED COPIES OF THIS POLICY FROM ITS BOARD MEMBERS. IT ALSO HAS A WRITTEN CONFLICT OF INTEREST POLICY FOR ITS EMPLOYEES AND HAS NEW EMPLOYEES SIGN THE POLICY. THE BOARD'S AUDIT AND INVESTMENT COMMITTEE REVIEWS THE BOARD, OFFICER AND EMPLOYEE CONFLICT OF INTEREST STATEMENTS TAKING ACTION AS DEFINED BY THE POLICY. Form 990, Part VI, Section B, line 15 COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE USING AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEYS AND STUDIES, AND APPROVAL BY THE COMMITTEE AND BOARD OF DIRECTORS. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XII, Line 2c: There has been no change in the review process from the prior year. CompTIA Member Services LLC 3500 Lacey Rd Suite 100 Downers Grove IL 60515 274001437 See Part VII IL 206960 0 N/A CompTIA Certifications LLC 3500 Lacey Rd Suite 100 Downers Grove IL 60515 274002416 See Part VII IL 51065059 141163305 N/A Examplify LLC(Formerly CompTIA Exam Svs) 3500 Lacey Rd Suite 100 Downers Grove IL 60515 274101229 See Part VII IL 993033 136422 N/A CompTIA Properties LLC 3500 Lacey Rd Suite 100 Downers Grove IL 60515 274001760 See Part VII IL 0 0 N/A CompTIA Learning LLC 3500 LACEY RD SUITE 100 DOWNERS GROVE IL 60515 462011241 SEE PART VII IL 7109598 9173695 N/A CompTIA Workforce Development LLC 3500 LACEY RD SUITE 100 DOWNERS GROVE IL 60515 455627272 SEE PART VII IL 188899 0 N/A ASK IT 3500 Lacey Rd Suite 100 Downers Grove IL 60515 813062489 See Part VII IL 0 7750 N/A Creating IT Futures Fdn 3500 Lacey Road Suite 100 Downers Grove IL 60515 364295421 IT Education CT 501(C)(3) Line 7 Comptia 1 CompTIA PAC 515 2nd Street NE Washington DC 20002 383758906 pol action DC 527 CompTIA 1 Computing Technology Industry Assoc - CA 15 Allstate Parkway Suite 200 Markham Ontario CA 3B 5B4 Membership CA CompTIA 1 CompTIA Investments NFP Inc 3500 Lacey Road Suite 100 Downers Grove IL 60515 371712758 Investments IL 501(C)(2) CompTIA 1 TechVoice 3500 Lacey Road Suite 100 Downers Grove IL 60515 454101283 Soc Welfare IL 501(C)(4) CompTIA 1 Association of Information Technology Professionals 3500 Lacey Road Suite 100 Downers Grove IL 60516 362434629 Professional Association IL 501(c)(6) Comptia 1 CompTia UK Limited 15th Floor City Point 1 Ropemaker London UK Certification UK N/A C 2344836 509124 1.00000 0 CompTIA Australia Level 14 Lumley House 309 Kent St Sydney New S Wales AS Certification AS N/A C 156660 68670 1.00000 0 CompTIA Japan Suidobashi MS Bldg 7F 3-4-9 Misaki Tokyo JA Certification JA N/A C 701130 437726 1.00000 0 CompTIA Germany GMBH Immermanstr 50 D-40210 Dusseldorf GM Certification GM N/A C 187733 202691 1.00000 0 CompTIA South Africa 3RD FLR LONGPOINT BLDG FOURWAYS GAUTENG SF Certification SF N/A C 650954 333382 1.00000 0 CompTIA Hong Kong 19/F Seaview Commercial Bldg 21-24 Hong Kong HK Certification HK N/A C 210438 238079 1.00000 0 CompTIA Technology India Private Ltd AIPL BUSINESS CEN GOLF COURSE RD SECTOR GURGAON IN Certification IN N/A C 215857 114460 1.00000 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 Creating IT Futures Foundation B 3645979 FMV CompTIA Investments NFP INC F 1699272 FMV Creating IT Futures Foundation J 154021 FMV Part I, L. 1: Primary Activity - CompTIA members Services, LLC To provide programs to association members. Part I, L. 2(B): Primary Activity - CompTIA Certifications, LLC To provide certification exams for I.T. Technicians. Part I, L.3: Primary Activity - Examplify, LLC (formerly CompTIA exam Servi To provide custom certification exams to for profit companies. Part I, L. 4: Primary Activity - CompTIA Properties, LLC To provide intellectual property to the association. Part I, L. 5: Primary Activity - CompTIA Learning, LLC To educate and train I.T. exam candidates. Part I, L. 6: Primary Activity - CompTIA Workforce Development, LLC To help unemployed workers get trained and certified to match job openings in the I.T. Industry. Part I, L. 7: Primary Activity - ASK IT, LLC To provide technical support through a free online helpdesk.