2016-05-13T11:25:50-05:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2014-07-01 621471948 NORTHERN VIRGINIA TECHNOLOGY COUNCIL INC NORT 7039047878 2214 ROCK HILL ROAD NO 300 HERNDON VA 20170 BOBBIE KILBERG PRESIDENT & CEO 7039047878 2016-05-12 1 DAVID TRIMNER P00444822 5712279500 2016-05-12 2014 2016-08-17 19:52:53Z BOBBIE G KILBERG 2214 ROCK HILL ROAD NO 300 HERNDON VA 20170 3908351 0 X WWW.NVTC.ORG X 1991 VA ADVOCATE OF TECHNOLOGY BUSINESS IN NORTHERN VIRGINIA. 58 57 24 57 113905 14779 1607872 1583759 2147425 2108420 534 564 285813 215608 4041644 3908351 0 0 0 0 2528994 2477798 0 0 0 1779773 1724491 4308767 4202289 -267123 -293938 2368781 2187029 891491 1003677 1477290 1183352 X NORTHERN VIRGINIA TECHNOLOGY COUNCIL (NVTC) PROVIDES VALUE BY CONNECTING, GROWING, EDUCATING AND ADVOCATING FOR THE INNOVATIVE AND ENTREPRENEURIAL TECHNOLOGY COMMUNITY IN NORTHERN VIRGINIA AND THE GREATER REGION. 0 1 EVENTS, PROGRAM AND MEMBER SERVICES - NVTC HAD WELL OVER 100 MEETINGS AND EVENTS RANGING FROM THE COMMITTEE LEVEL WITH ATTENDANCE FOR TARGETED AREAS OF INDUSTRY OR INTEREST GROUPS TO THE FULL MEMBERSHIP EVENT SERIES OR SIGNATURE BANQUETS INCLUDING ANNUAL CFO AWARDS, FALL BANQUET, AND TITAN'S SERIES. THE NUMBER OF REGISTRANTS RANGE FROM 20 TO NEARLY 800. THE SUCCESS IS DUE TO OBTAINING VERY HIGH LEVEL INDUSTRY SPEAKERS CREATING SIGNIFICANT TICKET AND SPONSORSHIP SALES FOR THESE ANNUAL EVENTS. MEMBER INSURANCE, HEALTH, AND 401K PROGRAMS PROVIDE ACCESSIBLE RESOURCES TO OUR MEMBERS, AS WELL AS DISCOUNTED SERVICES AND PRODUCTS. OUR MEMBERS RECEIVE A QUARTERLY INDUSTRY PUBLICATION PRODUCED BY NVTC, WHICH ASSISTS IN BRANDING OUR REGION AS A TECHNOLOGY HUB. NVTC'S AGGRESSIVE STATE LOBBYING AND LEGISLATIVE ACTIVITIES ASSIST IN SUPPORTING OUR MEMBER'S INTERESTS. OUR MANY EVENTS PROVIDE IMMEASURABLE NETWORKING OPPORTUNITIES. REVENUE FROM OUR EVENTS AND PROGRAMS GENERATED APPROXIMATELY 50% OF TOTAL INCOME. ENTREPRENEUR CENTER -THE ENTREPRENEUR CENTER AT NVTC IS A RESOURCE HUB FOR TECHNOLOGY STARTUPS AND ENTREPRENEURS AT EVERY STAGE OF THEIR LIFECYCLE. THE ENTREPRENEUR CENTER FOSTERS ENTREPRENEURSHIP IN STUDENTS, MENTORS THE FIRST-TIME ENTREPRENEUR, ADVISES AND SUPPORTS THE EXPERIENCED ENTREPRENEUR, AND FACILITATES STRATEGIC BUSINESS RELATIONSHIPS IN THE TECHNOLOGY COMMUNITY. THE ENTREPRENEUR CENTER ASSISTS STARTUPS AND SMALL COMPANIES THROUGH A VARIETY OF EDUCATIONAL PROGRAMS, NETWORKING EVENTS, AND RESOURCES. NETWORKING EVENTS THAT FOCUS ON TEAMING WITH PRIME CONTRACTORS, WORKING WITH THE GOVERNMENT, FINDING PARTNERS AND CUSTOMERS, AND LEARNING FROM SUCCESSFUL EXECUTIVES AND ENTREPRENEURS BROUGHT TOGETHER MORE THAN 665 INDIVIDUALS FROM THE REGION'S TECHNOLOGY COMMUNITY. PUBLIC POLICY - NVTC'S EXECUTIVE COMMITTEE IS RESPONSIBLE FOR DEVELOPING OUR ORGANIZATION'S ANNUAL LEGISLATIVE AGENDA. THE LEGISLATIVE AGENDA IS SUPPORTED THROUGH LOBBYING EFFORTS BY NVTC STAFF AND AN EXTERNAL CONSULTANT. WE INCORPORATE TARGETED EVENTS, MEETINGS, AND PROGRAMS TO FULFILL OUR PUBLIC POLICY AND LEGISLATIVE EFFORTS. WE CURRENTLY UTILIZE APPROXIMATELY 24% OF OUR MEMBERSHIP DUES TO SUPPORT OUR LEGISLATIVE ADVOCACY EFFORTS. 2015 NVTC STATE LOBBYING AND LEGISLATIVE EFFORTS HELPED ACHIEVE: 1)LEGISLATION EXTENDING VIRGINIA'S CAPITAL GAINS EXEMPTION UNTIL 2020. 2)A NEW VETERANS EMPLOYMENT PERFORMANCE GRANT INCENTIVE THAT PROVIDES BUSINESSES WITH FEWER THAN 300 EMPLOYEES WITH A $1,000 GRANT PER EACH RECENT VETERAN RETURNING TO VIRGINIA THAT THEY HIRE. LEGISLATION WHICH CREATES THE PRIVACY EXPECTATION AFTERLIFE AND CHOICES ACT, WHICH ESTABLISHES A FRAMEWORK THAT ALLOWS PERSONAL REPRESENTATIVES ADMINISTERING ESTATES TO ACCESS THE "TO", "FROM", AND "DATE" INFORMATION FROM A DECEDENT'S EMAIL ACCOUNTS, WHICH IS NECESSARY TO SETTLE AN ESTATE. LEGISLATION WHICH ESTABLISHES A NEW DATA CENTER INCENTIVE FOR CERTAIN ENTERPRISE DATA CENTERS BY ALLOWING THEM TO USE A FORMULA FOR APPORTIONING TAXABLE INCOME TO THE COMMONWEALTH BASED ON MULTIPLYING THEIR INCOME BY A SINGLE SALES FACTOR. LEGISLATION WHICH WILL HELP VIRGINIA UTILITIES MOVE FORWARD IN THE DEVELOPMENT OF SOLAR ENERGY IN THE COMMONWEALTH BY ENCOURAGING LARGE UTILITY-SCALE SOLAR GENERATION. 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 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 1 0 0 1 9 0 24 1 1 1 0 0 0 0 0 X 58 57 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X RANDY CISLER 7039047878 2214 ROCK HILL ROAD NO 300 HERNDON VA 20170 BOBBIE KILBERG PRESIDENT & CEO 40.00 0.50 X X 494051 0 16386 SUDHAKAR KESAVAN CHAIR 2.00 0.50 X X 0 0 0 TODD STOTTLEMYER FIRST VICE CHAIR 2.00 0.50 X X 0 0 0 ANNE ALTMAN SECOND VICE CHAIR 2.00 X X 0 0 0 ENRICO DELLA CORNA SECRETARY 2.00 X X 0 0 0 GEORGE QUINN TREASURER 2.00 X X 0 0 0 CRAIG CHASON GENERAL COUNSEL 2.00 X X 0 0 0 DAVE GROOBERT PUBLIC RELATIONS ADVISOR 2.00 X 0 0 0 JEAN STACK DIRECTOR 2.00 X 0 0 0 DR MAGID ABRAHAM DIRECTOR 2.00 X 0 0 0 DAN ALLEN DIRECTOR 2.00 X 0 0 0 JOHN ALLEN DIRECTOR 2.00 X 0 0 0 GREG BARONI DIRECTOR 2.00 X 0 0 0 MIKE BRADSHAW DIRECTOR 2.00 X 0 0 0 ANGEL CABRERA DIRECTOR 2.00 X 0 0 0 TERESA CARLSON DIRECTOR 2.00 X 0 0 0 STEVE COOKER DIRECTOR 2.00 X 0 0 0 MICHAEL CORKERY DIRECTOR 2.00 X 0 0 0 MARILYN CROUTHER DIRECTOR 2.00 X 0 0 0 KAREN DAHUT DIRECTOR 2.00 X 0 0 0 AMR ELSAWY DIRECTOR 2.00 X 0 0 0 KATHRYN FALK DIRECTOR 2.00 X 0 0 0 TOM FARRELL DIRECTOR 2.00 X 0 0 0 PATRICK FINN DIRECTOR 2.00 X 0 0 0 NELSON FORD DIRECTOR 2.00 X 0 0 0 MIKE GOLDEN DIRECTOR 2.00 X 0 0 0 AL GRASSO DIRECTOR 2.00 X 0 0 0 JOHN HAGAN DIRECTOR 2.00 X 0 0 0 LINNIE HAYNESWORTH DIRECTOR 2.00 X 0 0 0 STEVE HILLS DIRECTOR 2.00 X 0 0 0 BOB JOHNSON DIRECTOR 2.00 X 0 0 0 DANIEL JOHNSON DIRECTOR 2.00 X 0 0 0 DR RAY JOHNSON DIRECTOR 2.00 X 0 0 0 JOEL KALLETT DIRECTOR 2.00 X 0 0 0 BRAD KING DIRECTOR 2.00 X 0 0 0 STEVEN KNAPP DIRECTOR 2.00 X 0 0 0 CURT KOLCUN DIRECTOR 2.00 X 0 0 0 WAYNE LUCERNONI DIRECTOR 2.00 X 0 0 0 MICHAEL MAIORANA DIRECTOR 2.00 X 0 0 0 STACY MENDLER DIRECTOR 2.00 X 0 0 0 RICHARD MONTONI DIRECTOR 2.00 X 0 0 0 TONY MORACO DIRECTOR 2.00 X 0 0 0 JD MYERS II DIRECTOR 2.00 X 0 0 0 BUDDY NICOSON DIRECTOR 2.00 X 0 0 0 PHIL NORTON DIRECTOR 2.00 X 0 0 0 OSCAR OSORIO DIRECTOR 2.00 X 0 0 0 JAMES PEAKE DIRECTOR 2.00 X 0 0 0 ROB QUARTEL DIRECTOR 2.00 X 0 0 0 TIMOTHY SANDS DIRECTOR 2.00 X 0 0 0 DAVID SCHAEFER DIRECTOR 2.00 X 0 0 0 BRAD SCHWARTZ DIRECTOR 2.00 X 0 0 0 MATTHEW SCHWARTZ DIRECTOR 2.00 X 0 0 0 STEVE SILBERSTEIN DIRECTOR 2.00 X 0 0 0 PETE STEVENSON DIRECTOR 2.00 X 0 0 0 SEAN STONE DIRECTOR 2.00 X 0 0 0 TERESA SULLIVAN DIRECTOR 2.00 X 0 0 0 GARY TABACH DIRECTOR 2.00 X 0 0 0 MARTA WILSON DIRECTOR 2.00 X 0 0 0 JOHN WOOD DIRECTOR 2.00 X 0 0 0 DAVE ZOLET DIRECTOR 2.00 X 0 0 0 SCOTT HOMMER DIRECTOR 2.00 X 0 0 0 CHRISTINE KALLIVOKAS COO (ULTIM FINANCE RESPONSIBILITIES) 40.00 0.50 X 233068 0 17012 JOSH LEVI VICE PRESIDENT OF POLICY 40.00 X 183446 0 14156 RANDY CISLER CONTROLLER & HR ADMINISTRATOR 40.00 X 139709 0 12785 ALLISON GILMORE VP COMMUNICATIONS & STRATEGIC INITIATIVES 40.00 0.50 X 127152 0 5712 KRISTIN D'AMORE PRES. TEC & DIR OF STRATEGIC INITIATIVES 40.00 X 103849 0 11279 MICHELE WEATHERLY MANAGING DIR OF MBSHP & BUS. DEVEL 40.00 X 151951 0 13258 1433226 0 90588 7 1 1 0 0 1206681 377078 1583759 MEETINGS & CONFERENCES 541900 1933360 1099411 833949 PUBLIC AFFAIRS 541900 109350 109350 NVTC ENTREPRENEURSHIP 541900 65710 65710 2108420 564 564 ADVERTISING 541800 113905 113905 MEMBER ADVANTAGE PROGR 541900 37534 37534 64169 64169 215608 3908351 1274471 113905 936216 995455 1240175 46439 70130 125599 26245 48935 71958 76294 149638 154805 103680 55399 816252 27215 17470 NEWSLETTER 68739 TECHTOPIA MAP PROJECT 28940 78921 4202289 157 157 434998 132668 212971 280684 85307 90619 432776 366746 19007 66030 1616341 1616871 2368781 2187029 189950 207137 701541 796540 891491 1003677 X 1033157 720597 444133 462755 1477290 1183352 2368781 2187029 -293938 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1206681 339586 329 339915 289603 50312 432776 366746 66030 66030 X PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY WAS RECOGNIZED BY THE ORGANIZATION AS A RESULT OF THE IMPLEMENTATION OF THIS STANDARD. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. X X X 0 0 0 BOBBIE KILBERG PRESIDENT & CEO 449201 0 44850 0 0 0 0 0 16386 0 510437 0 0 0 CHRISTINE KALLIVOKAS COO (ULTIM FINANCE RESPONSIBILITIES) 233068 0 0 0 0 0 0 0 17012 0 250080 0 0 0 JOSH LEVI VICE PRESIDENT OF POLICY 183446 0 0 0 0 0 0 0 14156 0 197602 0 0 0 RANDY CISLER CONTROLLER & HR ADMINISTRATOR 139709 0 0 0 0 0 0 0 12785 0 152494 0 0 0 MICHELE WEATHERLY MANAGING DIR OF MBSHP & BUS. DEVEL 151951 0 0 0 0 0 0 0 13258 0 165209 0 0 0 FORM 990, PART III, LINE 3 STRATEGIC INITIATIVE VETERANS EMPLOYMENT INITIATIVE PROGRAM IS NOW A PROJECT OF NVTC FOUNDATION FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN, VICE-CHAIRMEN, PRESIDENT, GENERAL COUNSEL, SECRETARY, TREASURER, PUBLIC RELATIONS ADVISOR AND OTHER DIRECTORS SELECTED BY THE BOARD OF DIRECTORS. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, SUBJECT TO SUCH LIMITATIONS AS MAY BE PRESCRIBED BY RESOLUTION OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY OF THE BOARD OF DIRECTORS, INCLUDING THE POWER TO AUTHORIZE THE SEAL OF NVTC TO BE AFFIXED TO ALL PAPERS THAT MAY REQUIRE IT, BUT SHALL NOT HAVE THE AUTHORITY TO AMEND THE ARTICLES OF INCORPORATION, TO ADOPT A PLAN TO MERGER OR CONSOLIDATION, TO APPROVE THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF NVTC, TO APPROVE THE VOLUNTARY DISSOLUTION OF NVTC OR TO AMEND THE BYLAWS OF NVTC. FURTHERMORE, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS IN MATTERS RELATED TO THE NVTC FOUNDATION. THE EXECUTIVE COMMITTEE MAY ALSO FORMULATE AND RECOMMEND TO THE BOARD OF DIRECTORS APPROVAL OF GENERAL POLICIES REGARDING THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF NVTC. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE FIVE CLASSES OF MEMBERS, WHICH SHALL BE DESIGNATED CLASS I MEMBERS, CLASS II MEMBERS, CLASS III MEMBERS, CLASS IV MEMBERS, AND STUDENTS (COLLECTIVELY "MEMBERS"). CLASS I (TECHNOLOGY COMPANY). CLASS I MEMBERS SHALL BE COMPANIES OR IDENTIFIED SUBDIVISIONS OF COMPANIES PRIMARILY ENGAGED IN THE RESEARCH, DEVELOPMENT, MANUFACTURE OR RENDERING OF ADVANCED TECHNOLOGICAL PRODUCTS OR SERVICES. ALL CLASS I MEMBERS MUST BE APPROVED BY THE BOARD OF DIRECTORS. CLASS II (ASSOCIATE MEMBER). CLASS II MEMBERS PROVIDE SERVICES TO THE TECHNOLOGY BUSINESS COMMUNITY, INCLUDING BUT NOT LIMITED TO LEGAL, FINANCIAL, TRAINING AND CONSULTING ASSISTANCE. CLASS III (NON-PROFIT AFFILIATE MEMBER). CLASS III MEMBERS ARE NON-PROFIT ORGANIZATIONS. CLASS IV (GOVERNMENT AFFILIATE MEMBERS). CLASS IV MEMBERS ARE FEDERAL, STATE AND LOCAL GOVERNMENT AGENCIES AND SUBDIVISIONS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SHALL ELECT A BOARD OF DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION REVIEWS THE FORM 990 PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM. ANY QUESTIONS ARE ADDRESSED AND RESOLVED. THE COO (OR THE CONTROLLER AND HR ADMINISTRATOR) THEN REVIEWS THE RETURN WITH THE NVTC TREASURER PRIOR TO ITS SIGNING BY THE PRESIDENT AND CEO OR THE TREASURER AND FILING. A COMPLETE COPY IS PROVIDED TO THE GOVERNING BODY BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL POSSIBLE CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE COMMITTEE OR THE BOARD OF DIRECTORS TO INVESTIGATE THE SITUATION AND DETERMINE HOW THE COUNCIL SHOULD PROCEED. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT PERSONS AND COMPARABILITY DATA ARE UTILIZED WHEN SETTING COMPENSATION. THE CONTRACT AND PERFORMANCE EVALUATION IS PERIODICALLY REVIEWED AND RENEGOTIATED WITH THE CURRENT CHAIRMAN OF THE NVTC BOARD OF DIRECTORS. THE CONTRACT WAS RENEGOTIATED AND SIGNED ON MARCH 1, 2012. THE NVTC FINANCE COMMITTEE OBTAINS A FULL EVALUATION OF THE MARKET VALUE FOR ALL NVTC EMPLOYEE POSITIONS AND INDUSTRY COMPARISONS. THIS WAS COMPLETED BY NVTC'S COO, USING NATIONAL INDUSTRY STANDARD REFERENCES. ADDITIONALLY, JOB POSTING AND SALARY REQUIREMENTS WERE REVIEWED USING LOCAL LEADING INDUSTRY RESOURCES FOR ASSOCIATION PROFESSIONALS. THE COMPARISON SURVEY OF NVTC POSITIONS AND SALARY RECOMMENDATIONS ARE THEN PROVIDED TO THE COMMITEE FOR REVIEW. THIS PROCESS WAS LAST COMPLETED IN JANUARY 2012. ON AN ONGOING BASIS, THE INITIAL OVERALL COMPREHENSIVE REVIEW WILL BE CONDUCTED INTERNALLY WITH THE COO DETERMINING COMPENSATION LEVELS USING THE ABOVE MENTIONED CURRENT INDUSTRY SALARY RESOURCE STANDARDS AND COMPARABLE DATA ANNUALLY DURING THE BUDGETARY PROCESS. THE COMPENSATION RECOMMENDATIONS ARE EITHER APPROVED OR ADJUSTED BY THE PRESIDENT & CEO AND THE NVTC EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE COUNCIL WILL PROVIDE FINANCIAL STATEMENTS TO THE PUBLIC WHEN REQUESTED. NORTHERN VIRGINIA TECHNOLOGY COUNCIL FOUNDATION 2214 ROCK HILL ROAD SUITE 300 HERNDON VA 20170 464090178 LESSEN UNEMPLOYMENT AMONG VETERANS OF THE UNITED STATES ARMED SERVICES VA 501(C)(3) PF NORTHERN VIRGINIA TECHNOLOGY COUNCIL 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 NORTHERN VIRGINA TECHNOLOGY COUNCIL FOUNDATION Q 126666 CASH