INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC (EIN 23-7067291)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201641339349300819
- Schema version
- 2015v2.1
- 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 | 2016-05-12T09:04:46-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Becker Farm Road | AddressLine1Txt |
| City | Roseland | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237067291 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INFORMATION SYSTEMS AUDIT AND | BusinessNameLine1Txt |
| Business Name Line2 | CONTROL ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INFO | BusinessNameControlTxt |
| Phone | 8472531545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 Algonquin Road No 1010 | AddressLine1Txt |
| City | Rolling Meadows | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A MICEK | PersonNm |
| Person Title | cfo | PersonTitleTxt |
| Phone | 8472531545 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | isaca | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MATTHEW S LOEB | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 Algonquin Road No 1010 | AddressLine1Txt |
| City | Rolling Meadows | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $70,119,559 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.isaca.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE PRIMARY PURPOSE OF THE ASSOCIATION IS TO HELP PROFESSIONALS REALIZE THE (SEE SCHEDULE O) POSITIVE POTENTIAL OF TECHNOLOGY AND INSPIRE CONFIDENCE THAT ENABLES INNOVATION THROUGH TECHNOLOGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 164 | TotalEmployeeCnt |
| Total Volunteers | 766 | TotalVolunteersCnt |
| Total Gross UBI | $266,800 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $143,723 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,618,899 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,647,227 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,414,875 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,295,748 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,041,102 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,618,607 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,118,253 | PYOtherRevenueAmt |
| CY Other Revenue | $6,462,616 | CYOtherRevenueAmt |
| PY Total Revenue | $50,193,129 | PYTotalRevenueAmt |
| CY Total Revenue | $55,024,198 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $70,850 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,100 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,885,899 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,944,356 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,573,679 | PYOtherExpensesAmt |
| CY Other Expenses | $31,298,096 | CYOtherExpensesAmt |
| PY Total Expenses | $48,530,428 | PYTotalExpensesAmt |
| CY Total Expenses | $53,247,552 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,662,701 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,776,646 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $94,075,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,830,575 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,205,735 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,019,107 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $71,870,060 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,811,468 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | See Schedule O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | See Schedule O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | See Schedule O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc |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| Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 164 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | robert a micek | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472531545 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 Algonquin Road No 1010 | AddressLine1Txt |
| City | Rolling Meadows | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60008 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALEXANDER ZAPATA LENIS | ||||||||||
| DIRECTOR (1/15-6/15) | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ANDRE PITKOWSKI | ||||||||||
| VICE PRESIDENT (6/15-12/15) | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| CHRISTOS DIMITRIADIS | ||||||||||
| INTERNATIONAL PRESIDENT (6/15-12/15) | 15.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) | |||
| DEBBIE LEW | ||||||||||
| DIRECTOR (1/15-6/15) | 3.00 | Yes (X) | $750 | $0 | $0 | |||||
| EDDIE SCHWARTZ | ||||||||||
| VICE PRESIDENT (6/15-12/15) | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| FRANK YAM | ||||||||||
| DIRECTOR (1/15-6/15) | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| GARRY BARNES | ||||||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) | |||
| GREGORY GROCHOLSKI | ||||||||||
| PAST PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| JO STEWART-RATTRAY | ||||||||||
| DIRECTOR (6/15-12/15) | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| LEONARD ONG | ||||||||||
| VICE PRESIDENT (6/15-12/15) | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| MATThew s LOEB | ||||||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | $759,427 | $0 | $51,536 | 1.00 | Yes (X) | |||
| RV RAGHU | ||||||||||
| DIRECTOR (6/15-12/15) | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| RAMSES GALLEGO | ||||||||||
| VICE PRESIDENT (1/15-6/15) | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| ROB CLYDE | ||||||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| ROBERT E STROUD | ||||||||||
| INT'L PRESIDENT/PAST PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) | |||
| ROSEMARY AMATO | ||||||||||
| VICE PRESIDENT (6/15-12/15) | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| STEVEN BABB | ||||||||||
| VICE PRESIDENT (1/15-6/15) | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| THERESA GRAFENSTINE | ||||||||||
| VICE PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| TONY HAYES | ||||||||||
| PAST PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| VITTAL RAJ | ||||||||||
| VICE PRESIDENT (1/15-6/15) | 3.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| ZUBIN CHAGPAR | ||||||||||
| DIRECTOR (6/15-12/15) | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROBERT a MICEK | ||||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | $324,583 | $0 | $50,687 | 1.00 | Yes (X) | ||||
| CHARLES CRIBARO | ||||||||||
| CHIEF HR & ADMIN OFFICER (1/15-3/15) | 50.00 | $324,184 | $0 | $20,997 | Yes (X) | |||||
| FRANCISCO SCHETTINI | ||||||||||
| CHIEF INFORMATION OFFICER(3/15-12/15) | 50.00 | $230,471 | $0 | $18,292 | Yes (X) | |||||
| RONALD HALE | ||||||||||
| CHIEF KNOWLEDGE OFFICER | 50.00 | $335,108 | $0 | $51,363 | Yes (X) | |||||
| TERRY TRSAR | ||||||||||
| CHIEF RELATIONS OFFICER (1/15-7/15) | 50.00 | $312,856 | $0 | $46,706 | Yes (X) | |||||
| TIM MASON | ||||||||||
| CHIEF MARKETING OFFICER | 50.00 | $306,905 | $0 | $44,512 | Yes (X) | |||||
| JULIA FULLERTON | ||||||||||
| DIRECTOR OF LEGAL AFFAIRS & COMPLIANCE | 50.00 | $214,282 | $0 | $45,623 | Yes (X) | |||||
| NARAYANAN KRISHNAN | ||||||||||
| DIRECTOR OF WEB SERVICES | 50.00 | $207,259 | $0 | $12,283 | Yes (X) | |||||
| PRIYA SINGH | ||||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 50.00 | $239,266 | $0 | $52,060 | Yes (X) | |||||
| SHANNON DONAHUE | ||||||||||
| DIRECTOR OF INFO SECURITY PRACTICES | 50.00 | $222,470 | $0 | $13,089 | Yes (X) | |||||
| THOMAS LAMM | ||||||||||
| DIRECTOR OF PROFESSIONAL ADVOCACY | 50.00 | $261,390 | $0 | $52,698 | Yes (X) | |||||
| JANE SEAGO | ||||||||||
| CHIEF COMMUNICATIONS OFFICER | 0.00 | $300,262 | $0 | $12,060 | Yes (X) | |||||
| RONALD RIBA | ||||||||||
| CHIEF OPERATING OFFICER | 0.00 | $497,907 | $0 | $12,782 | Yes (X) | |||||
| SCOTT ARTMAN | ||||||||||
| CHIEF VOLUNTEER MGT & RISK OFFICER | 0.00 | $275,701 | $0 | $31,145 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,812,821 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $515,833 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Blast Radius | |||||
| P O Box 751474 | Charlotte | NC | 28275 | Web site & E-Commerce Design | $514,070 |
| Deloitte & Touche LLP | |||||
| P O Box 844708 | Dallas | TX | 75284 | Training Support Services | $317,043 |
| Neudesic LLC | |||||
| 100 Spectrum Center Dr Ste 1200 | Irvine | CA | 92618 | Intranet Design/Support Services | $268,353 |
| Arora Innovations LLC | |||||
| 5700 Masters Ct Ste 100 | Flower Mound | TX | 75022 | Leadership Training Services | $253,284 |
| Exam Matrix | |||||
| 7991 Shaffer Pkwy Ste 100 | Littleton | CO | 80124 | exam services | $240,031 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $20,647,227 | MembershipDuesAmt |
| Total Contributions | $20,647,227 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| Certification Program | 611430 | $17,148,072 | $17,148,072 | ||
| conferences & Seminars | 611430 | $6,242,376 | $6,025,526 | $216,850 | |
| license fees | 541519 | $626,774 | $626,774 | ||
| Publication & Subscription | 541800 | $278,526 | $11,726 | $266,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,295,748 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,565,183 | TotalRevenueColumnAmt |
| Exclusion | $3,565,183 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $436,106 | TotalRevenueColumnAmt |
| Exclusion | $436,106 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,504,988 | SecuritiesAmt |
| Other | $2,920,213 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,311,162 | SecuritiesAmt |
| Other | $3,060,615 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $193,826 | SecuritiesAmt |
| Other | -$140,402 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,424 | TotalRevenueColumnAmt |
| Exclusion | $53,424 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,443,229 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $723,584 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,719,645 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,719,645 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| sponsorship | 900004 | $984,016 | $984,016 |
| other | 900004 | $322,849 | $322,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,306,865 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,024,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,531,743 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $266,800 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,578,428 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,100 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,008,235 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,898,137 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,634 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,195,131 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133,219 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,224 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,182 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,412 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,765,224 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,906,693 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,018,782 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,798,013 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,987 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,408 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,909,631 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,957,694 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,195,905 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,950 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UBIT Payments | $64,093 |
| franchise fee | $50,000 |
| awards | $23,390 |
| bookstore purchase/subs | $14,071 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,437 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,247,552 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,160,014 | BOYAmt |
| EOY | $6,346,245 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,062,693 | BOYAmt |
| EOY | $1,509,318 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,174 | BOYAmt |
| EOY | $432,416 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,198,780 | BOYAmt |
| EOY | $3,094,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,343,465 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,628,803 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,835,948 | BOYAmt |
| EOY | $4,714,662 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,179,694 | BOYAmt |
| EOY | $76,680,117 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,492 | BOYAmt |
| EOY | $52,944 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,075,795 | BOYAmt |
| EOY | $92,830,575 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,127,100 | BOYAmt |
| EOY | $9,037,480 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,158,347 | BOYAmt |
| EOY | $14,034,992 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,288 | BOYAmt |
| EOY | $946,635 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,205,735 | BOYAmt |
| EOY | $24,019,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,870,060 | BOYAmt |
| EOY | $68,811,468 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,870,060 | BOYAmt |
| EOY | $68,811,468 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,075,795 | BOYAmt |
| EOY | $92,830,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,776,646 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,835,238 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,922,480 | BeginningYearBalanceAmt |
| Contributions | $3,878,658 | ContributionsAmt |
| End Year Balance | $38,801,138 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,340,283 | BeginningYearBalanceAmt |
| Contributions | $2,582,197 | ContributionsAmt |
| End Year Balance | $34,922,480 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,186,325 | BeginningYearBalanceAmt |
| Contributions | $2,153,958 | ContributionsAmt |
| End Year Balance | $32,340,283 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,678,191 | BeginningYearBalanceAmt |
| Contributions | $1,508,134 | ContributionsAmt |
| End Year Balance | $30,186,325 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,185,192 | BeginningYearBalanceAmt |
| Contributions | $492,999 | ContributionsAmt |
| End Year Balance | $28,678,191 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $907,155 | OtherCostOrOtherBasisAmt |
| Depreciation | $549,613 | DepreciationAmt |
| Book Value | $357,542 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,056,594 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,301,698 | DepreciationAmt |
| Book Value | $754,896 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,379,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,777,492 | DepreciationAmt |
| Book Value | $3,602,224 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,714,662 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $60,803 |
| INTERCOMPANY PAYABLE | $541,313 |
| OPEN ORDERS | $228,526 |
| STATE CHECK LIABILITY | $85,944 |
| NOTES - CAPITAL LEASE | $30,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $946,635 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,238,380 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,835,238 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $185,445 | OtherRevenueAmt |
| Revenue Not Reported | -$4,649,793 | RevenueNotReportedAmt |
| Revenue Subtotal | $55,888,173 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$863,975 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$863,975 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,024,198 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,078,996 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $831,444 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $831,444 | ExpensesNotReportedAmt |
| Expenses Subtotal | $53,247,552 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $53,247,552 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. ADDITIONALLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THESE FINANCIAL STATEMENTS, AND THERE IS NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENT OF ACTIVITIES OR STATEMENT OF FINANCIAL POSITION. THE TAX YEARS ENDED 2012, 2013, 2014 AND 2015 ARE STILL OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES. |
| Part XI, Line 2d - Other Adjustments: | related organization revenue 235,445. elimination entries -50,000. |
| Part XI, Line 4b - Other Adjustments: | reclass of loss on disposal -140,402. reclass of cost of good sold -723,584. rounding adjustment 11. |
| Part XII, Line 2d - Other Adjustments: | related organization expenses 17,470. elimination entries -50,000. reclass of loss on disposal 140,402. reclass of cost of good sold 723,584. rounding adjustment -12. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | Board Meeting | Board Meeting | $509,406 |
| South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, | 0 | 0 | Board Meeting | Board Meeting | $121,626 |
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | program services | Education & Conferences | $71,443 |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | program services | Education & Conferences | $579,783 |
| North America - Canada and Mexico, but not the United States | 0 | 0 | program services | Education & Conferences | $496,593 |
| South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, | 0 | 0 | program services | Education & Conferences | $97,813 |
| Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, | 0 | 0 | program services | Education & Conferences | $54,939 |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | program services | Trade Shows | $56,065 |
| North America - Canada and Mexico, but not the United States | 0 | 0 | program services | Trade Shows | $22,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,987,668 | SubtotalSpentAmt |
| Continuation Spent | $22,278 | ContinuationSpentAmt |
| Total Spent | $2,009,946 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATThew s LOEB | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $726,923 | $0 | $0 | $0 | $32,504 | $0 | $13,500 | $0 | $38,036 | $0 | $810,963 | $0 | $0 | $0 |
| ROBERT a MICEK | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $312,910 | $0 | $0 | $0 | $11,673 | $0 | $13,250 | $0 | $37,437 | $0 | $375,270 | $0 | $0 | $0 |
| CHARLES CRIBARO | ||||||||||||||
| CHIEF HR & ADMIN OFFICER (1/15-3/15) | $87,499 | $0 | $0 | $0 | $236,685 | $0 | $4,466 | $0 | $16,531 | $0 | $345,181 | $0 | $0 | $0 |
| FRANCISCO SCHETTINI | ||||||||||||||
| CHIEF INFORMATION OFFICER(3/15-12/15 | $209,125 | $0 | $15,000 | $0 | $6,346 | $0 | $3,534 | $0 | $14,758 | $0 | $248,763 | $0 | $0 | $0 |
| RONALD HALE | ||||||||||||||
| CHIEF KNOWLEDGE OFFICER | $323,606 | $0 | $0 | $0 | $11,502 | $0 | $13,393 | $0 | $37,970 | $0 | $386,471 | $0 | $0 | $0 |
| TERRY TRSAR | ||||||||||||||
| CHIEF RELATIONS OFFICER (1/15-7/15) | $147,700 | $0 | $0 | $0 | $165,156 | $0 | $8,123 | $0 | $38,583 | $0 | $359,562 | $0 | $0 | $0 |
| TIM MASON | ||||||||||||||
| CHIEF MARKETING OFFICER | $295,481 | $0 | $0 | $0 | $11,424 | $0 | $13,250 | $0 | $31,262 | $0 | $351,417 | $0 | $0 | $0 |
| JULIA FULLERTON | ||||||||||||||
| DIRECTOR OF LEGAL AFFAIRS & COMPLIAN | $202,205 | $0 | $0 | $0 | $12,077 | $0 | $10,351 | $0 | $35,272 | $0 | $259,905 | $0 | $0 | $0 |
| NARAYANAN KRISHNAN | ||||||||||||||
| DIRECTOR OF WEB SERVICES | $203,059 | $0 | $0 | $0 | $4,200 | $0 | $10,288 | $0 | $1,995 | $0 | $219,542 | $0 | $0 | $0 |
| PRIYA SINGH | ||||||||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | $237,766 | $0 | $0 | $0 | $1,500 | $0 | $12,338 | $0 | $39,722 | $0 | $291,326 | $0 | $0 | $0 |
| SHANNON DONAHUE | ||||||||||||||
| DIRECTOR OF INFO SECURITY PRACTICES | $218,020 | $0 | $0 | $0 | $4,450 | $0 | $11,048 | $0 | $2,041 | $0 | $235,559 | $0 | $0 | $0 |
| THOMAS LAMM | ||||||||||||||
| DIRECTOR OF PROFESSIONAL ADVOCACY | $247,732 | $0 | $0 | $0 | $13,658 | $0 | $13,250 | $0 | $39,448 | $0 | $314,088 | $0 | $0 | $0 |
| JANE SEAGO | ||||||||||||||
| CHIEF COMMUNICATIONS OFFICER | $10,355 | $0 | $0 | $0 | $289,907 | $0 | $0 | $0 | $12,060 | $0 | $312,322 | $0 | $0 | $0 |
| RONALD RIBA | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $0 | $0 | $0 | $497,907 | $0 | $0 | $0 | $12,782 | $0 | $510,689 | $0 | $0 | $0 |
| SCOTT ARTMAN | ||||||||||||||
| CHIEF VOLUNTEER MGT & RISK OFFICER | $0 | $0 | $0 | $0 | $275,701 | $0 | $0 | $0 | $31,145 | $0 | $306,846 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Lines 4a-b | MATThew s. LOEB (CHIEF EXECUTIVE OFFICER), $27,519 CHARLES CRIBARO (CHIEF HR & ADMIN OFFICER), $14,385 RONALD HALE (CHIEF KNOWLEDGE OFFICER), $11,502 TIM MASON (CHIEF MARKETING OFFICER), $11,424 ROBERT a. MICEK (CHIEF FINANCIAL OFFICER), $11,423 FRANCISCO SCHETTINI (CHIEF INFORMATION OFFICER), $6,346 TERRY TRSAR (CHIEF RELATIONS OFFICER), $16,923 SCOTT ARTMAN (CHIEF VOLUNTEER MGT & RISK OFFICER), $11,000 RONALD RIBA (CHIEF OPERATING OFFICER), $11,000 JANE SEAGO (CHIEF COMMUNICATIONS OFFICER), $11.000 |
| Schedule J, Part II, Column b(ii): | INCLUDED ON SCHEDULE J, PART II, COLUMN B(II) ARE AMOUNTS REPRESENTING BONUS PAYMENTS. THESE AMOUNTS WERE APPROVeD BY THE BOARD AND INCLUDED IN THE INDIVIDUAL'S 2015 W-2S. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| form 990, part III, line 1, description of organization mission: | Information Systems Audit and Control Association (ISACA) serves both individuals and enterprises by being a leading global provider of knowledge, certifications, community, advocacy and education on information systems assurance and security, governance of enterprise information technology (IT), IT-related risk and compliance, and other topics related to ensuring trust in, and value from, information and information systems. Founded in 1969, ISACA sponsors international conferences, publishes the ISACA Journal, conducts and publishes research, provides benefits globally to more than 140,000 members and constituents (association members and certification holders), and develops international information systems auditing and control standards. ISACA also administers the globally respected Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), Certified in the Governance of Enterprise IT (CGEIT), Certified in Risk and Information Systems Control (CRISC), and cybersecurity practitioner (csxp) designations. ISACA supports development, update and education activities related to COBIT 5, a globally adopted business framework for governing and managing enterprise information technology and Cybersecurity Nexus (CSX), which offers credentialing, training and career development for cybersecurity professionals at all stages of their careers. |
| form 990, part III, line 4a, program service accomplishments: | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION'S (ISACA) PRIMARY PURPOSE IS TO SERVE ITS MEMBERS. ONE WAY ISACA DOES THAT IS BY HELPING THEM DO THEIR JOBS BETTER, BY OFFERING THEM PRAGMATIC GUIDANCE ON EMERGING TECHNOLOGIES THEY DEAL WITH EVERY DAY. IN 2015, FIFTEEN WHITE PAPERS, THREE BOOKS AND THREE SETS OF TEACHING MATERIALS WERE ISSUED. NEARLY 500 TITLES AND NEARLY 200 DOWNLOADABLE ITEMS WERE AVAILABLE IN THE ISACA BOOKSTORE. ISACA TRANSLATED 330 ITEMS AND PUBLICATIONS INTO 22 NON-ENGLISH LANGUAGES IN 2015. MUCH OF THE RESEARCH PUBLICATIONS ARE OFFERED TO MEMBERS FOR FREE DOWNLOAD AS A BENEFIT OF MEMBERSHIP. ADDITIONALLY, ISACA DEVELOPED THE CYBERSECURITY CAREER ROADMAP, THE FIRST OF ITS KIND TO FACILITATE AN UNDERSTANDING OF A PROFESSIONAL'S PATH WITHIN THE CYBERSECURITY WORKPLACE. ADDITIONALLY, A CAREER PATHWAY INFOGRAPHIC WAS DEVELOPED FOR THE CSX WEB SITE TO SHOW THE HOLISTIC JOURNEY OF A CYBERSECURITY PROFESSIONAL. THE ASSOCIATION OFFERS MEMBER BENEFITS IN THE AREAS OF PROFESSIONAL DEVELOPMENT, COMMUNITY AND LEADERSHIP, AND CONTINUALLY REVIEWS AND EXPANDS ITS PORTFOLIO OF BENEFITS TO ADDRESS THE CHANGING NEEDS OF MEMBERS. MANY MEMBER BENEFITS ARE DOCUMENTED AND FURTHER EXPLAINED WITHIN THE OTHER RESPONSES ON THIS FORM. AS A RESULT OF THIS ACTIVITY, ISACA MEMBERSHIP GREW 2 PERCENT FROM 1 JANUARY TO 31 DECEMBER 2015, GROWING TO 124,357 MEMBERS IN 187 COUNTRIES. SIX NEW CHAPTERS WERE ADDED, TAKING THE TOTAL NUMBER OF CHAPTERS WORLDWIDE TO 213. |
| form 990, part III, line 4b, program service accomplishments: | Information technology (IT) is a rapidly changing industry, and it demands a commitment on the part of its practitioners to learn continuously and master new skills. Certification is one way to expand one's skill set and be recognized for doing so. Holding an Information Systems Audit and Control Association (ISACA) professional certification demonstrates excellence in the topic and a commitment to remaining current and informed; it distinguishes an individual from his/her peers. Information Systems Audit and Control Association (ISACA) offers five certifications: Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), Certified in the Governance of Enterprise IT (CGEIT), Certified in Risk and Information Systems Control (CRISC), and cybersecurity practitioner (csxp) designations. In 2015, CISA saw a 6.1 percent increase, growing to more than 121,000 certification earners by year's end, since its inception in 1978. The CISA exam was available in multiple languages at more than 250 locations. CISM, which was first offered in 2002, saw an 11.7 percent increase this year, growing to more than 30,000 certification earners by year's end. CGEIT was introduced in 2007, saw a 7.1 percent increase this year, growing to more than 6,700 certification earners by year's end. CRISC saw a 6.8 percent increase this year, growing to more than 19,500 certification earners by year's end, since its inception in 2010. csxp, isaca's newest certification was introduced in 2015. 2015 marked the ninth year the CISA and CISM certifications were accredited under international standard ANSI/ISO/IEC 17024 from the International Organization for Standardization (ISO), the fifth year CGEIT received that accreditation, and the third year that CRISC was so recognized. |
| form 990, part III, line 4c, program service accomplishments: | In 2015, the Information Systems Audit and Control Association (ISACA) education roster included major face-to-face events such as the global Computer Audit, Control and Security (CACS) conferences; topic-specific conferences (on information security and risk management, and on governance, risk and compliance); and week-long training events focusing in-depth on one or two topics. ISACA is dedicated to monitoring the professional environment and developing new programs as needed to complement its established portfolio of events. The association has focused a considerable amount of effort on distance learning, as it provides a way to cover late-breaking topics on a timely basis and offer low-cost education to a globally dispersed audience. The online events program included quarterly webinar programs specific to geographical regions, including a Spanish language event in Latin America and an event in Europe/Africa. In 2015, ISACA launched the COBIT Conference in North America and Europe. The association also launched the first cybersecurity conference, CSX North America 2015, which sold out, paving the way for future expansion. ISACA's webinar program included 43 webinars on various topics, of which more than 37,000 attendees took advantage. Two virtual conferences hosted more than 6,000 participants. The Training Week program included 12 events presented in cooperation with Deloitte LLP. As valuable as distance learning is, the benefits of small-venue, face-to-face training continues to be appreciated. In 2015, ISACA provided 65 on-site training programs, an increase of more than 15 percent over last year, which enterprises used as a low-cost, customizable way to educate multiple employees at once. |
| Form 990, Part VI, Section A, line 4 | THE INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION, INC.'S (ISACA) BYLAWS ("2003 BYLAWS") WERE LAST REVISED IN 2003. IN 2012, THE GOVERNANCE committee, AT THE REQUEST OF THE BOARD OF DIRECTORS ("BOARD") AND WITH THE ASSISTANCE OF ISACA STAFF AND LEGAL COUNSEL, BEGAN A COMPREHENSIVE REVIEW OF THE 2003 BYLAWS. THIS REVIEW PROVIDED THE BASIS FOR A FULL REFRESH OF THE 2003 BYLAWS TO ALIGN TO BEST PRACTICES AND EMBED APPLICABLE LAW IN THE NEW BYLAWS ("NEW BYLAWS"). MANY OF THE CHANGES TO THE 2003 BYLAWS SIMPLY UPDATE EXISTING PROVISIONS, FOR EXAMPLE, THE NEW BYLAWS ALIGN MEETING NOTICE, QUORUM REQUIREMENTS, AND THE MANNER IN WHICH MEETINGS ARE CONDUCTED TO CURRENT LAW; MORE CLEARLY SPECIFY THE DUTIES OF DIRECTORS AND OFFICERS; ESTABLISH TWO STANDING COMMITTEES: FINANCE AND THE NOMINATING COMMITTEE; DELETES THE BYLAWS COMMITTEE AS A STANDING COMMITTEE (NOTING THAT THIS CAN BE CREATED BY THE BOARD AT ANY TIME); AND AUTHORIZES THE BOARD TO CREATE OTHERS IN ITS DISCRETION. THE NEW BYLAWS ALSO DELETED A PROHIBITION ON A BOARD-APPROVED DEFICIT BUDGET; CREATE A NEW CLASS OF MEMBER: NON-VOTING; MAKE THE CEO A VOTING DIRECTOR AND THE SECRETARY FOR ISACA; INCLUDES THE THREE (3) IMMEDIATE PAST PRESIDENTS (FORMERLY TWO) AS MEMBERS OF THE BOARD; REDUCES THE MAXIMUM NUMBER OF VICE-PRESIDENTS FROM NINE (9) TO SEVEN (7); LIMITS THE NUMBER OF DIRECTORS TO TWENTY-FIVE (25) (THE BOARD MAY SET THE NUMBER IN THOSE PARAMETERS) AND LIMITS THE NUMBER OF DIRECTORS THE INTERNATIONAL PRESIDENT CAN APPOINT. THE FULL DOCUMENT WAS APPROVED BY THE ISACA BOARD OF DIRECTORS AND PRESENTED TO ISACA MEMBERSHIP FOR A VOTE: THE MEMBERS VOTED TO APPROVE THE NEW BYLAWS. |
| Form 990, Part VI, Section A, line 6 | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) MAINTAINS A MEMBERSHIP OF INDIVIDUALS; THERE IS NO CORPORATE MEMBERSHIP CATEGORY. ANYONE INTERESTED IN THE PURPOSES AND OBJECTIVES OF THE ASSOCIATION IS ELIGIBLE FOR MEMBERSHIP. THE VAST MAJORITY OF ISACA MEMBERS ALSO BELONG TO A LOCAL CHAPTER (MEMBERSHIP IN ISACA IS REQUIRED FOR ANYONE HOLDING MEMBERSHIP IN A CHAPTER). A MEMBER-AT-LARGE CATEGORY EXISTS FOR INDIVIDUALS WHO WISH TO JOIN ISACA BUT WHO LIVE AT SUCH A DISTANCE FROM A LOCAL CHAPTER THAT ATTENDANCE AT MEETINGS IS PROHIBITIVE. STUDENT AND RETIRED MEMBER CATEGORIES ARE OFFERED AS WELL. ISACA'S MEMBERSHIP IS CHARACTERIZED BY DIVERSITY. THE CONSTITUENTS LIVE AND WORK IN MORE THAN 180 COUNTRIES AND RUN THE GAMUT OF JOB TITLES, INCLUDING INFORMATION SYSTEM AUDITOR, CONSULTANT, EDUCATOR, INFORMATION SECURITY MANAGER, REGULATOR, CHIEF INFORMATION OFFICER, INTERNAL AND EXTERNAL AUDITOR, COMPLIANCE OFFICER, RISK MANAGER AND STUDENT. SOME ARE NEW TO THE FIELD, WHILE OTHERS ARE AT MIDDLE MANAGEMENT LEVELS OR SENIOR RANKS. THEY WORK IN FINANCE AND BANKING, PUBLIC ACCOUNTING, HOSPITALITY, HEALTH CARE, GOVERNMENT AND THE PUBLIC SECTOR, UTILITIES, MANUFACTURING AND RETAIL. ISACA MEMBERS EMBRACE THIS DIVERSITY AS PROVIDING A VAST LEARNING GROUND WHERE THEY MAY DELVE INTO THE CHALLENGES AND OPPORTUNITIES FACED BY COLLEAGUES IN OTHER COUNTRIES, POSITIONS OR INDUSTRIES. ISACA RECOGNIZES THAT ITS MEMBERS CONSTITUTE AN EXTENSIVE AND VARIED POOL OF EXPERTISE; EXPERTISE THE ASSOCIATION COUNTS ON TO HELP PROVIDE SERVICES AND PRODUCTS THAT ENGENDER CREDIBILITY AND CAPABILITY IN ITS CONSTITUENTS. THE MORE MEMBERS, THE MORE EXPERTISE; THE MORE EXPERTISE, THE BETTER THE ABILITY TO MEET CONSTITUENT NEEDS. ISACA'S MEMBERS ARE ITS MOST VALUABLE ASSET. |
| Form 990, Part VI, Section A, line 7a | Information Systems Audit and Control Association (ISACA) has a Nominating Committee that prepares a slate of officers (international president and vice presidents) for member review. Members may submit the names of additional candidates by way of petition prior to 120 days before the Annual Meeting of the Membership. The petition must be signed by one-twentieth of 1 percent of the members in good standing, equaling a minimum of 100 members, no more than 20 of which may be from any one chapter. If members propose additional candidates or if the Nominating Committee itself proposes more candidates than there are openings on the Board of Directors, an election is held. If an election is held, the election is conducted by mail ballot. Only those ballots received 20 or more days prior to the Annual Meeting are counted. Results of the election are certified by an independent professional group and announced at the Annual Meeting. If no additional candidates are proposed by the members, or the Nominating Committee's slate presents a number of candidates which does not exceed the number of openings available, the committee's slate is considered elected by acclamation. |
| Form 990, Part VI, Section A, line 7b | WHEREAS NOT ALL DECISIONS OF THE BOARD OF DIRECTORS ARE SUBJECT TO REVIEW AND APPROVAL BY THE MEMBERSHIP, CERTAIN ONES ARE. EACH YEAR, AT THE ANNUAL MEETING OF THE MEMBERSHIP, THE FOLLOWING ITEMS ARE PRESENTED TO THE MEMBERS IN ATTENDANCE: - HIGHLIGHTS OF DECISIONS MADE BY THE BOARD OVER THE PREVIOUS YEAR - THE PREVIOUS ANNUAL MEETING'S MINUTES - THE TREASURER'S REPORT - APPOINTMENT OF THE ASSOCIATION'S INDEPENDENT AUDITORS FOR THE FOLLOWING YEAR THE NEW BYLAWS REQUIRE THE MEMBERS TO VOTE ON ANY CHANGES TO THE BYLAWS THAT (I) MATERIALLY AND ADVERSELY AFFECT THE MEMBERS' RIGHTS AS TO VOTING, DISSOLUTION, REDEMPTION, OR TRANSFER; (II) INCREASE OR DECREASE THE NUMBER OF MEMBERS AUTHORIZED IN TOTAL OR FOR ANY CLASS; (III) EFFECT AN EXCHANGE, RECLASSIFICATION, OR CANCELLATION OF ALL OR PART OF THE MEMBERSHIPS; (IV) AUTHORIZE A NEW CLASS OF VOTING MEMBERSHIP; (V) INCREASE OR EXTEND THE TERMS OF DIRECTORS; (VI) INCREASE THE QUORUM FOR MEMBERS' MEETINGS; (VII) REPEAL, RESTRICT, CREATE, EXPAND, OR OTHERWISE CHANGE PROXY RIGHTS; or (VIII) AUTHORIZE CUMULATIVE VOTING. FURTHER, WHERE AMENDMENTS TO THE BYLAWS REQUIRE APPROVAL BY THE MEMBERS AS SET FORTH UNDER THE CORPORATIONS CODE AS STATED ABOVE, THE AMENDMENT MAY BE APPROVED BY THE VOTE OF A MAJORITY OF THE MEMBERS PRESENT AT A MEETING AT WHICH A QUORUM IS MET OR BY MAIL/ELECTRONIC BALLOT. |
| Form 990, Part VI, Section B, line 11 | THE 2015 FORM 990 FOR INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) WAS PREPARED BY COHNREZNICK LLP (COHNREZNICK), BASED UPON INFORMATION PROVIDED BY ISACA. THIS DOCUMENT SUMMARIZES THE REVIEW POINTS AND AVAILABILITY ASSOCIATED WITH THE RETURNS. THE DATA FOR THE RETURN WAS COMPILED BASED ON INFORMATION PREPARED FOR THE 2015 AUDIT, AS WELL AS OTHER ACCOUNTING RECORDS. THIS INFORMATION WAS SUBMITTED TO COHNREZNICK FOR PREPARATION OF THE RETURNS. IN ADDITION TO THE FINANCIAL INFORMATION COHNREZNICK RECEIVED, COHNREZNICK HAD AN OPPORTUNITY TO RAISE QUESTIONS ABOUT GOVERNANCE AND OTHER ISSUES, AND REQUEST ADDITIONAL INFORMATION AS NEEDED. THE NARRATIVE EXPLANATIONS OF PROGRAM ACCOMPLISHMENTS AND POLICIES WERE COORDINATED WITH THE applicable DIRECTORs AND THE MEMBERS OF THE EXECUTIVE TEAM. UPON COMPLETION OF THE RETURN, SEVERAL LAYERS OF REVIEW WERE CONDUCTED: - INITIAL REVIEWS OF RETURN: THE INITIAL REVIEW OF THE COMPLETED RETURN WAS COMPLETED BY THE RESPECTIVE STAFF WITHIN THE FINANCE DEPARTMENT. - SENIOR MANAGEMENT REVIEW: FOLLOWING THE INITIAL REVIEW, THE EXECUTIVE TEAM INCLUDING THE CEO WERE PROVIDED A COPY OF THE RETURN FOR COMMENT. THE CEO AND SR. DIRECTOR OF HUMAN RESOURCES ALSO PROVIDED AN ADDITIONAL REVIEW OF THE COMPENSATION-RELATED AREAS. COMMENTS WERE FORWARDED TO COHNREZNCIK FOR INCORPORATION INTO THE RETURN. - VOLUNTEER REVIEW: THE COMPENSATION COMMITTEE WAS presented THE COMPENSATION-RELATED SECTIONS OF THE RETURN (AS OUTLINED IN ITS CHARTER) for review and comment. -- THE ORGANIZATION'S GOVERNANCE committee CHAIR REVIEWED THE return. -- COMMENTS FROM THESE REVIEWS WERE EVALUATED AND PROVIDED TO COHNREZNICK, WHO UPDATED THE RETURN, IF APPLICABLE. -- THE BOARD OF DIRECTORS WAS PROVIDED ACCESS TO THE RETURN VIA THE BOARD vantage (WEB SITE) PRIOR TO ITS FILLING. |
| Form 990, Part VI, Section B, line 12c | INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) HAS A FORMAL WRITTEN CONFLICT OF INTEREST POLICY ADDRESSING INSTANCES WHERE A THIRD-PARTY RELATIONSHIP OF A PAID CONSULTANT, VOLUNTEER AND/OR EMPLOYEE COULD IN SOME WAY POTENTIALLY PRESENT OR APPEAR TO PRESENT A COMPROMISE RELATED TO ACTIONS AND DECISIONS MADE ON BEHALF OF ISACA. THE POLICY ALLOWS FOR REMEDIES AND/OR APPROPRIATE RESPONSES BASED ON A JOINT DETERMINATION BY ISACA MANAGEMENT AND VOLUNTEER LEADERSHIP OF THE NATURE AND EXTENT OF THE POTENTIAL CONFLICT. THE CONFLICT OF INTEREST POLICY IS REVIEWED ON A PERIODIC BASIS BY THE GOVERNANCE committee AND APPROVED BY THE ISACA BOARD OF DIRECTORS. POTENTIAL CONFLICTS OF INTEREST ARE DOCUMENTED AND MONITORED EACH YEAR, THROUGH (1) SELF-PROCLAMATIONS MADE BY INDIVIDUAL VOLUNTEERS WHO SIGN THE PARTICIPATION AGREEMENTS REQUIRED FOR PARTICIPATION IN ASSOCIATION BOARDS, COMMITTEES, SUBCOMMITTEES AND TASK FORCES; (2) DISCLOSURE OF CONFLICTS IN STANDARD CONSULTING AGREEMENTS; AND (3) DISCLOSURE BY ISACA EMPLOYEES UPON HIRE (AND ANNUALLY) BY REVIEW AND SIGNATURE OF THE ORGANIZATION'S EMPLOYEE AGREEMENT. CONSULTANTS, VOLUNTEERS AND EMPLOYEES ARE ENCOURAGED TO REPORT ANY CONFLICTS THAT MAY ARISE THROUGHOUT THE YEAR. IF SUCH INSTANCES ARE REPORTED, THEY ARE DEALT WITH AT THAT TIME AND BASED ON THE CIRCUMSTANCES RELATING TO THE POTENTIAL CONFLICT. |
| Form 990, Part VI, Section B, line 15 | THE COMPENSATION PHILOSOPHY OF INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA), WHICH IS AFFIRMED BY THE BOARD OF DIRECTORS, IS TO PROVIDE COMPETITIVE COMPENSATION AND BENEFITS COVERAGE IN SUPPORT OF THE GOALS AND OBJECTIVES OF THE ORGANIZATION. THE COMPENSATION PHILOSOPHY IS SUPPORTED BY THE USE OF AN INDEPENDENT COMPENSATION CONSULTING FIRM AND THE ESTABLISHMENT OF A COMPENSATION COMMITTEE COMPOSED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS (CURRENT AND TWO IMMEDIATE PAST INTERNATIONAL PRESIDENTS). BASED ON THE COMPENSATION PHILOSOPHY, THE COMPENSATION RANGE FOR THE CEO IS DEVELOPED BY THE COMPENSATION CONSULTANT AND REPORTED TO THE COMMITTEE. COMPENSATION RANGES ARE ALSO DEVELOPED BY THE CONSULTANT FOR THE EXECUTIVE MANAGEMENT TEAM WITH COMPENSATION VARIANCES TO THE RANGES PROVIDED TO THE COMMITTEE. RANGES ARE CALCULATED BASED ON POSITION RESPONSIBILITIES AND A COMPILATION OF PUBLISHED COMPENSATION SURVEYS FOR DEFINED COMPARATIVE GROUPS REPRESENTATIVE OF ISACA. IN ADDITION, AVAILABLE DATA FROM FILED IRS FORM 990S MAY BE USED TO SUPPLEMENT THE SURVEY DATA UTILIZED BY THE COMPENSATION COMMITTEE. THE FINAL REPORT OF THE COMPENSATION CONSULTANT AS ACCEPTED BY THE COMMITTEE, THE COMPENSATION PHILOSOPHY, AND CONTRACT (IF APPLICABLE) THEN SERVE AS THE BASIS FOR THE DETERMINATION COMPENSATION, CONSISTING OF BASE SALARY, TOTAL CASH COMPENSATION AND BENEFITS. DETERMINATION FOR EXECUTIVE MANAGEMENT IS MADE BY THE CEO BASED UPON THE ACCEPTED COMPENSATION RANGES. DETERMINATION FOR THE CEO IS MADE BY THE COMPENSATION COMMITTEE ITSELF. THIS PROCESS IS COMPLETED ON AN ANNUAL BASIS, GATHERING THE INFORMATION NECESSARY TO EVALUATE THE MARKET COMPETITIVENESS OF ISACA'S COMPENSATION; PROVIDE DATA ON EXECUTIVE COMPENSATION FROM A CONTROL AND GOVERNANCE STANDPOINT; AND FACILITATE ISACA'S ABILITY TO ATTRACT, RETAIN AND MOTIVATE QUALITY STAFF, ACCOMPLISH ORGANIZATIONAL OBJECTIVES AND PROVIDE VALUE TO ITS CONSTITUENTS, WHICH ISACA CONSIDERS CRITICALLY IMPORTANT TO ITS FUTURE. |
| Form 990, Part VI, Section C, line 19 | THE FOLLOWING DOCUMENTS ARE POSTED TO THE WEB SITE AND PROVIDED UPON REQUEST: (1) PARTICIPATION AGREEMENT AND INTELLECTUAL PROPERTY (IP) WAIVER, WHICH OUTLINES THE CONFLICT OF INTEREST POLICY AND INTELLECTUAL PROPERTY OWNERSHIP ISSUES AND IS REQUIRED TO BE SIGNED BY ALL VOLUNTEERS; (2) THE ARTICLES OF INCORPORATION OF THE ORGANIZATION AND BYLAWS OF THE ORGANIZATION; AND (3) THE ANNUAL REPORT. INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) DOES NOT HAVE A FORM 1023, BUT IT DOES PROVIDE THE IRS LETTER OF DETERMINATION, UPON REQUEST. IN ADDITION, FORM 990 IS PUBLICLY AVAILABLE THROUGH GUIDESTAR'S WEB SITE AND THE ILLINOIS ATTORNEY GENERAL'S WEB SITE. |
| Form 990, Part IX, line 11g | Email Communication Services 97,723. Exam Development & Administration 2,710,491. Media/Public Relations Services 797,833. Other Professional Services 2,332,501. Recruiting/Placement Fees 169,429. Strategic consulting services 1,342,713. Temporary Clerical Services 45,592. Temporary Personnel Services 97,121. Translation Services 171,821. |
| form 990, part xii, line 2c: | THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IT GOVERNANCE INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 ALGONQUIN RD SUITE 1010 | AddressLine1Txt |
| City | ROLLING MEADOWS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953080691 | EIN |
| Primary Activities | RESEARCH/DEVELOPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 11b, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISACA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IT GOVERNANCE INSTITUTE | ||
| D | $541,313 | FMV |
| IT GOVERNANCE INSTITUTE | ||
| R | $185,049 | FMV |
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