Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
BCheck if applicable:
CName of organization
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC GROUP
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1700 East Golf Road 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Schaumburg, IL60173
D Employer identification number

94-2919522
E Telephone number

G Gross receipts $ 2,873,700
F Name and address of principal officer:
David A Samuelson
1700 East Golf Road 400
Schaumburg,IL60173
I
Tax-exempt status: ( 6 ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.ISACA.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions) Click to see attachment
H(c)
Group exemption number MediumBullet2504
K Form of organization:  
L Year of formation:  
M State of legal domicile:
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) CHAPTERS SERVE LOCAL IT GOVERNANCE, RISK, SECURITY AND AUDIT PROFESSIONALS BY LINKING THEM TO THE GREATER, GLOBAL ISACA COMMUNITY AND EQUIPPING THEM WITH KNOWLEDGE, CREDENTIALS, AND EDUCATION TO ADVANCE THEIR CAREERS AND TRANSFORM THEIR ORGANIZATIONS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 365
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 365
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 767
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 3,500
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,771,840 591
9 Program service revenue (Part VIII, line 2g) ......... 2,615,682 2,622,589
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 10,977 10,431
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 317,856 240,089
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 4,716,355 2,873,700
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 77,407 95,627
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)   0
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 4,349,821 1,933,283
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,427,228 2,028,910
19 Revenue less expenses. Subtract line 18 from line 12....... 289,127 844,790
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 5,534,828 6,256,856
21 Total liabilities (Part X, line 26)............. 0 0
22 Net assets or fund balances. Subtract line 21 from line 20..... 5,534,828 6,256,856
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2020)
Form 990 (2020)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: ISACA CHAPTERS' MISSION IS TO HELP INDIVIDUALS AND ENTERPRISES ACHIEVE THE POSITIVE POTENTIAL OF TECHNOLOGY BY BEING A LOCAL PROVIDER OF ISACA'S BODY OF KNOWLEDGE, CERTIFICATION EXAM REVIEW, COMMUNITY, ADVOCACY, AND EDUCATION ON SUBJECTS SUCH AS INFORMATION SYSTEMS ASSURANCE AND SECURITY, GOVERNANCE OF ENTERPRISE OF INFORMATION TECHNOLOGY (IT), AND IT-RELATED RISK AND COMPLIANCE. EDUCATIONAL EVENTS ARE THE PRIMARY BENEFIT PROVIDED BY ISACA'S CHAPTERS. ISACA'S CHAPTERS OFFER MEMBERS IN THEIR LOCAL AREA THE OPPORTUNITY TO ATTEND LOCAL MEETINGS AND ROUNDTABLE DISCUSSIONS, EDUCATIONAL SESSIONS, AND NETWORKING OPPORTUNITIES. THE PURPOSE OF THESE EVENTS IS TO PROVIDE INFORMATION ABOUT DEVELOPMENTS IN THE INDUSTRIES OF IT ASSURANCE, SECURITY, RISK AND GOVERNANCE, AS WELL AS INTERACT WITH THEIR PROFESSIONAL PEERS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
INFORMATION TECHNOLOGY IS A RAPIDLY CHANGING INDUSTRY, AND IT DEMANDS A COMMITMENT ON THE PART OF ITS PRACTITIONERS TO LEARN CONTINUOUSLY AND MASTER NEW SKILLS. ISACA CHAPTERS' PRIMARY PURPOSE IS TO SERVE THEIR LOCAL MEMBERS BY OFFERING BENEFITS IN THE FOLLOWING CATEGORIES: EDUCATION/PROFESSIONAL DEVELOPMENT, NETWORKING AND RELATIONS, AND ADVOCACY. EDUCATIONAL EVENTS FOR PROFESSIONAL DEVELOPMENT INCLUDE OPPORTUNITIES SUCH AS TRAINING SESSIONS, SEMINARS, CONFERENCES AND CERTIFICATION EXAM REVIEW COURSES. THE CHAPTERS ALSO FACILITATE LOCAL NETWORKING BY OFFERING OPPORTUNITIES TO BUILD RELATIONSHIPS WITH OTHER PROFESSIONALS AND ORGANIZATIONS WITH RELATED INTERESTS THROUGH CHAPTER AND COMMITTEE MEETINGS, NETWORKING EVENTS, AND EDUCATIONAL EVENTS. A SENSE OF COMMUNITY IS ALSO PROMOTED THROUGH THE CHAPTER WEBSITE PROVIDING A CONNECTION TO THE GLOBAL CONSTITUENCY.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet0
Form 990 (2020)
Form 990 (2020)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
Yes
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. ...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
 
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
19
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2020)
Form 990 (2020)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
365
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
365
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
 
No
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
 
No
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
 
No
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletDAVID A SAMUELSON1700 East Golf Road Suite 400   Schaumburg,IL60173 (847) 253-1545
Form 990 (2020)
Form 990 (2020)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Alan Sheppard
 
1st VP, Program Chair / 2nd VP, Program Chair
 14.0
.................
0 		X   X       0 0 0
(2) Constantine J Koulis
 
Vice-President / Membership Director
 4.0
.................
0 		X   X       0 0 0
(3) Michelle Hayes
 
Audit Committee Chair / Treasurer
 14.0
.................
0 		X   X       0 0 0
(4) Ramona Ioana Ratiu
 
President / Marketing Assistance Program
 4.0
.................
0 		X   X       0 0 0
(5) Reid Eastburn
 
President / Ex President
 12.0
.................
0 		X   X       0 0 0
(6) Torpey White
 
2nd VP / Immediate Past President
 14.0
.................
0 		X   X       0 0 0
(7) Aaron Smith
 
Marketing Director
 2.0
.................
0 		X           0 0 0
(8) Abhijit Marathe
 
Communications Director
 5.0
.................
0 		X           0 0 0
(9) Adnan Sijercic
 
Director, Outreach&Prof. Dev
 7.0
.................
0 		X           0 0 0
(10) Alexander Abramov
 
Immediate Past President
 0.3
.................
0 		X           0 0 0
(11) Alexis Perdereaux-Weekes
 
Immediate Past President
 2.0
.................
0 		X           0 0 0
(12) Allen Donatelli
 
Communications Director
 2.5
.................
0 		X           0 0 0
(13) Ana Girdner
 
Board Memember at Large
 0.5
.................
0 		X           0 0 0
(14) Andrew Barrett
 
Programs Committee Member
 0.2
.................
0 		X           0 0 0
(15) Anjali Antancio
 
Immediate Past President
 1.0
.................
0 		X           0 0 0
(16) Anna Carlin
 
Director
 7.0
.................
0 		X           0 0 0
(17) Annie Kowaleski
 
Immediate Past President
 2.0
.................
0 		X           0 0 0
Form 990 (2020)
Form 990 (2020)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Anthony Avens
 
Director, Audit
 3.0
.......................0 		X           0 0 0
(19) Anthony Canning
 
Immediate Past President
 0.5
.......................0 		X           0 0 0
(20) Anu Lohani
 
Director
 1.0
.......................0 		X           0 0 0
(21) Anurag Sharma
 
Director
 5.0
.......................0 		X           0 0 0
(22) Arbaugh Kelli Elizabeth
 
Co-Academic Outreach Committee
 3.0
.......................0 		X           0 0 0
(23) Ashish Dham
 
Director of Corporate Relations
 2.0
.......................0 		X           0 0 0
(24) Atul Malhotra
 
Director
 1.0
.......................0 		X           0 0 0
(25) B Israeillit Jeffrey
 
Assistant Treasurer, Co-Certifications Coordinator
 1.0
.......................0 		X           0 0 0
(26) Babur Kohy
 
Director, Academic
 3.0
.......................0 		X           0 0 0
(27) Barry Dynkin
 
Board Director
 2.0
.......................0 		X           0 0 0
(28) Bernard Briscoe III Clarence
 
Newsletter Committee
 2.0
.......................0 		X           0 0 0
(29) Beth Flores-Manlapig
 
2nd Past President
 5.0
.......................0 		X           0 0 0
(30) Bhaskar Kakulavarapu
 
Director
 1.0
.......................0 		X           0 0 0
(31) Bhavesh Chauhan
 
Director
 2.0
.......................0 		X           0 0 0
(32) Bill Davidson
 
Director
 1.0
.......................0 		X           0 0 0
(33) Brian Babendir
 
Academic Relations Coordinator
 2.0
.......................0 		X           0 0 0
(34) Brian Kaetz
 
Director
 1.0
.......................0 		X           0 0 0
(35) Brian Weese
 
Newsletter
 0.2
.......................0 		X           0 0 0
(36) Brittany George
 
3rd Past President
 1.0
.......................0 		X           0 0 0
(37) Butler Donald
 
Co-Education Committee
 2.0
.......................0 		X           0 0 0
(38) Caiola Stefano
 
Co-Special Events Committee
 2.0
.......................0 		X           0 0 0
(39) Carl Grifka
 
Director
 7.0
.......................0 		X           0 0 0
(40) Carlos Teodoro
 
Website Maintenance
 2.0
.......................0 		X           0 0 0
(41) Carrie Schrader
 
Director
 1.0
.......................0 		X           0 0 0
(42) Cary Brown
 
Director
 5.0
.......................0 		X           0 0 0
(43) Casey Hult
 
Marketing Director
 2.0
.......................0 		X           0 0 0
(44) Caswell Anderson
 
Director
 1.0
.......................0 		X           0 0 0
(45) Cheryl Cooper
 
Programs Committee Member
 0.2
.......................0 		X           0 0 0
(46) Cheryl Santor
 
Director
 7.0
.......................0 		X           0 0 0
(47) Chibueze Alutu
 
Director of Volunteers
 2.0
.......................0 		X           0 0 0
(48) Chloe Andre
 
Program Director
 4.0
.......................0 		X           0 0 0
(49) Chris Collins
 
Membership
 4.0
.......................0 		X           0 0 0
(50) Christina Cruz
 
Board Director
 15.0
.......................0 		X           0 0 0
(51) Christine Gordon
 
Director
 0.5
.......................0 		X           0 0 0
(52) Christopher Johnson
 
Director
 1.0
.......................0 		X           0 0 0
(53) Cilfton Persaud
 
Director, Certifications
 10.0
.......................0 		X           0 0 0
(54) Clarence (Chip) Ringden
 
Immediate Past President
 7.0
.......................0 		X           0 0 0
(55) Clay Moegenburg
 
Director at Large
 2.0
.......................0 		X           0 0 0
(56) Clifton Dickens
 
Research Director
 5.0
.......................0 		X           0 0 0
(57) D Robert Okopny
 
Director
 1.0
.......................0 		X           0 0 0
(58) Daina DeBeaune
 
Director
 1.0
.......................0 		X           0 0 0
(59) Dan Cunningham
 
Program Director
 5.0
.......................0 		X           0 0 0
(60) Daphne Mazile
 
Programs Director
 4.0
.......................0 		X           0 0 0
(61) David Freidenberg
 
VP Membership
 2.0
.......................0 		X           0 0 0
(62) David Nickles
 
Board Director
 7.5
.......................0 		X           0 0 0
(63) David Shuey John
 
Program Committee
 3.0
.......................0 		X           0 0 0
(64) David Soubly
 
Director
 1.0
.......................0 		X           0 0 0
(65) DeAnn Farley
 
Catering for Meetings
 2.0
.......................0 		X           0 0 0
(66) Debbie Wasemann-Goodwin
 
Programs Director
 2.0
.......................0 		X           0 0 0
(67) Deborah Edwards
 
Membership Director
 5.0
.......................0 		X           0 0 0
(68) Deep Patel
 
Sponsorship
 2.0
.......................0 		X           0 0 0
(69) Dhruv Ramesh
 
Director
 2.0
.......................0 		X           0 0 0
(70) Domingo Castillo
 
Director of Academic Relations
 2.0
.......................0 		X           0 0 0
(71) Dominic Pasqualino
 
Director
 2.0
.......................0 		X           0 0 0
(72) Don Mapes
 
VP Education
 4.0
.......................0 		X           0 0 0
(73) Donald Liao
 
3rd Past President
 5.0
.......................0 		X           0 0 0
(74) Doug Mohrland
 
Director
 2.0
.......................0 		X           0 0 0
(75) Doug Wahr
 
Director
 1.0
.......................0 		X           0 0 0
(76) Dustin Farthing
 
University Relations Director
 2.0
.......................0 		X           0 0 0
(77) E Lewis Wesley
 
Special Events Coordinator
 1.0
.......................0 		X           0 0 0
(78) Ed Miller
 
Certification Director
 5.0
.......................0 		X           0 0 0
(79) Elizabeth Mavez
 
VP Operations
 10.0
.......................0 		X           0 0 0
(80) Emanuell James
 
Board Director
 7.0
.......................0 		X           0 0 0
(81) Eric Fair
 
Director
 1.0
.......................0 		X           0 0 0
(82) Eugene Levin
 
Board Director
 6.0
.......................0 		X           0 0 0
(83) Eva Benn
 
Marketing / Social Media / Comms Director
 1.0
.......................0 		X           0 0 0
(84) Faidat Olamuyiwa
 
Membership Director
 2.0
.......................0 		X           0 0 0
(85) Faron Lyons
 
Director
 7.0
.......................0 		X           0 0 0
(86) Florina Uyar
 
Academic Relations Director
 2.0
.......................0 		X           0 0 0
(87) Ganesh Prasad
 
Marketing Director
 5.0
.......................0 		X           0 0 0
(88) Garvin James
 
Programs Committee
 1.0
.......................0 		X           0 0 0
(89) Garvin Jon
 
Membership Director
 4.0
.......................0 		X           0 0 0
(90) Gavin Robinson
 
Communications Chair
 14.0
.......................0 		X           0 0 0
(91) Geoff Bolton
 
2nd Vice President
 5.0
.......................0 		X           0 0 0
(92) George Baxendale
 
Audit Committee Director
 2.0
.......................0 		X           0 0 0
(93) Gopi Ramamorthy
 
Sponsorship Director
 5.0
.......................0 		X           0 0 0
(94) Grace Roth
 
Past President
 1.0
.......................0 		X           0 0 0
(95) Grace Zhou
 
Programs Director
 2.0
.......................0 		X           0 0 0
(96) Halpin Robert
 
Marketing Coordinator
 2.0
.......................0 		X           0 0 0
(97) Harvey Nusz
 
Past President
 0.5
.......................0 		X           0 0 0
(98) Helen Zell
 
VP Certifications
 4.0
.......................0 		X           0 0 0
(99) Helena Le
 
Director
 1.0
.......................0 		X           0 0 0
(100) Hongwei Chin
 
Director
 5.0
.......................0 		X           0 0 0
(101) Hu Jane
 
Webmaster
 2.0
.......................0 		X           0 0 0
(102) Ian Connors
 
1st Past President
 1.0
.......................0 		X           0 0 0
(103) Ivy Ho
 
Webmaster
 1.0
.......................0 		X           0 0 0
(104) James Arnold
 
VP Programs
 4.0
.......................0 		X           0 0 0
(105) James M Powers
 
Board Director
 4.0
.......................0 		X           0 0 0
(106) Jason James
 
Past President / Governor
 0.8
.......................0 		X           0 0 0
(107) Jason Yakencheck
 
Past President
 5.0
.......................0 		X           0 0 0
(108) Jay Demmler
 
VP Academic Relations
 4.0
.......................0 		X           0 0 0
(109) Jeffrey Saffer
 
Director
 5.0
.......................0 		X           0 0 0
(110) Jeffrey Wetzler
 
VP
 1.0
.......................0 		X           0 0 0
(111) Jennifer Enriquez
 
Events
 6.0
.......................0 		X           0 0 0
(112) Jennifer Pang
 
Program Director
 2.0
.......................0 		X           0 0 0
(113) Jennifer Peelor
 
VP
 1.0
.......................0 		X           0 0 0
(114) Jewett Tram-Anh Hanh
 
Marketing Committee
 2.0
.......................0 		X           0 0 0
(115) Joe Norris
 
Student Liason
 2.0
.......................0 		X           0 0 0
(116) John Huyette
 
Director
 2.0
.......................0 		X           0 0 0
(117) John Lazar
 
Academic Relations Director
 5.0
.......................0 		X           0 0 0
(118) Jon Coughlin
 
VP
 1.0
.......................0 		X           0 0 0
(119) Jordan Holloway
 
Certification Director
 4.0
.......................0 		X           0 0 0
(120) Jose Lagdameo
 
Director
 5.0
.......................0 		X           0 0 0
(121) Jose Lineros
 
VP Certification
 2.0
.......................0 		X           0 0 0
(122) Jose Torres
 
Director, Conferences & Panels
 8.0
.......................0 		X           0 0 0
(123) Joseph Nunes
 
Director
 5.0
.......................0 		X           0 0 0
(124) Joseph Tso
 
Board Director
 2.0
.......................0 		X           0 0 0
(125) Joshua (JJ) Widener
 
Programs Committee Member
 0.2
.......................0 		X           0 0 0
(126) Joszef Micek
 
Programs Committee Member
 0.2
.......................0 		X           0 0 0
(127) Jotham Nyamari
 
Corresponding Secretary
 2.0
.......................0 		X           0 0 0
(128) Joyce Earvin
 
Board Memember at Large
 0.5
.......................0 		X           0 0 0
(129) Judy C Quinton
 
Certification Director
 2.0
.......................0 		X           0 0 0
(130) Julia Ward
 
Audit Director
 1.5
.......................0 		X           0 0 0
(131) Juman Doleh-Alomary
 
Director
 1.0
.......................0 		X           0 0 0
(132) Justin Dority
 
Webmaster
 2.0
.......................0 		X           0 0 0
(133) Justin Orcutt
 
Education Chair
 10.0
.......................0 		X           0 0 0
(134) K Hamilton Patricia
 
Arrangements Chair
 1.0
.......................0 		X           0 0 0
(135) Kalbac James
 
Registration Committee
 2.0
.......................0 		X           0 0 0
(136) Karthikeswar Ivaturi
 
Administrative VP
 2.0
.......................0 		X           0 0 0
(137) Kartik Travedi
 
Conference Director
 5.0
.......................0 		X           0 0 0
(138) Kebede Sorri Ayele
 
Co-Education Committee
 2.0
.......................0 		X           0 0 0
(139) Keith Cheresko
 
Director
 1.0
.......................0 		X           0 0 0
(140) Kelly Rogers
 
Membership Chair
 10.0
.......................0 		X           0 0 0
(141) Kelsey Bahadursingh
 
University Relations Director
 2.0
.......................0 		X           0 0 0
(142) Ken Myers
 
Director, Communications
 4.0
.......................0 		X           0 0 0
(143) Kenneth C Schmidt
 
Research Director
 2.0
.......................0 		X           0 0 0
(144) Keri Chisolm
 
VP Communications
 4.0
.......................0 		X           0 0 0
(145) Kerri B Johnson
 
Adminstrator
 2.0
.......................0 		X           0 0 0
(146) Kevin Brady
 
Director
 5.0
.......................0 		X           0 0 0
(147) Kimberly Zywno
 
Past President
 10.0
.......................0 		X           0 0 0
(148) Kristie Roman
 
Young Professional Ambassador
 10.0
.......................0 		X           0 0 0
(149) Kwongmei To
 
Board Director
 7.0
.......................0 		X           0 0 0
(150) Kyle Conn
 
Academic Relations Co-Director
 2.0
.......................0 		X           0 0 0
(151) Lance Flocco
 
Board Director
 10.0
.......................0 		X           0 0 0
(152) Laurie Flandrau
 
2nd Past President
 1.0
.......................0 		X           0 0 0
(153) Lawrance (Larry) Halme
 
Past President
 5.0
.......................0 		X           0 0 0
(154) Lisa Kinyon
 
Director
 7.0
.......................0 		X           0 0 0
(155) Lisa Scott
 
Membership Director
 4.0
.......................0 		X           0 0 0
(156) Liz Davis
 
Academic Relations
 4.0
.......................0 		X           0 0 0
(157) Madhav N Gogawale
 
Seminar Directors
 2.0
.......................0 		X           0 0 0
(158) Magnolia McShane
 
SheLeadsTech Liaison
 2.0
.......................0 		X           0 0 0
(159) Mahesh Chandiramani
 
VP Facilities
 4.0
.......................0 		X           0 0 0
(160) Manish Zaveri
 
Director
 1.0
.......................0 		X           0 0 0
(161) Manjula Udeshi
 
VP Communication
 4.0
.......................0 		X           0 0 0
(162) Manoj Thareja
 
CSX Events Director
 3.0
.......................0 		X           0 0 0
(163) Marc Menninger
 
Membership Director
 3.0
.......................0 		X           0 0 0
(164) Marcela Ivon Sanchez
 
Immediate Past President
 1.5
.......................0 		X           0 0 0
(165) Maria Eriz
 
Director of Certifications / IT Governance
 2.0
.......................0 		X           0 0 0
(166) Maria Montella-Dunn
 
Director
 5.0
.......................0 		X           0 0 0
(167) Mariya Kozlova
 
Marketing/Communications Dir
 10.0
.......................0 		X           0 0 0
(168) Mark Brown
 
Programs Director
 4.0
.......................0 		X           0 0 0
(169) Mark Mazelli
 
Immediate Past President
 4.0
.......................0 		X           0 0 0
(170) Marta Quinones
 
Board Member
 1.0
.......................0 		X           0 0 0
(171) Mary Cole
 
Membership Director
 4.0
.......................0 		X           0 0 0
(172) Matthew Cochran
 
Marketing Director
 3.0
.......................0 		X           0 0 0
(173) Megan Soriano
 
Board Director
 4.0
.......................0 		X           0 0 0
(174) Mehmet Uvey
 
Director of Membership
 2.0
.......................0 		X           0 0 0
(175) Melanie Seigler
 
Seminar Director
 5.0
.......................0 		X           0 0 0
(176) Melvin Taylor
 
Director
 3.0
.......................0 		X           0 0 0
(177) Michael Brady
 
Board Member
 1.0
.......................0 		X           0 0 0
(178) Michael Newman
 
Board Director
 5.0
.......................0 		X           0 0 0
(179) Michael Oberlaender
 
Board Memember at Large
 0.5
.......................0 		X           0 0 0
(180) Michele Haroon
 
Director
 1.0
.......................0 		X           0 0 0
(181) Mike DArezzo
 
Immediate Past President
 5.0
.......................0 		X           0 0 0
(182) Mike Ortiz
 
Director of Marketing
 2.0
.......................0 		X           0 0 0
(183) Min Fu
 
Director
 7.0
.......................0 		X           0 0 0
(184) Mizba Tawa
 
Immediate Past President
 5.0
.......................0 		X           0 0 0
(185) Mohsin Khambaty
 
Event Directors
 2.0
.......................0 		X           0 0 0
(186) Muralidharan Chandrasekharan
 
Membership Director
 5.0
.......................0 		X           0 0 0
(187) Murtaza Ali
 
Webmaster
 10.0
.......................0 		X           0 0 0
(188) Newell Joseph
 
Gov'n Regulatory Advocate
 1.0
.......................0 		X           0 0 0
(189) Nicholas Bussanich
 
Director
 5.0
.......................0 		X           0 0 0
(190) Nipan Mahajan
 
VP Academic Outreach
 0.5
.......................0 		X           0 0 0
(191) Noel Nazario
 
Director, Special Events
 2.0
.......................0 		X           0 0 0
(192) Omodugha Osamiluyi Vivien
 
SheLeadsTech
 2.0
.......................0 		X           0 0 0
(193) Orus Dearman
 
Director
 1.0
.......................0 		X           0 0 0
(194) Pamela Nigro
 
Past President
 2.0
.......................0 		X           0 0 0
(195) Patricia Benoit
 
Director
 7.0
.......................0 		X           0 0 0
(196) Patricia Loud
 
Director
 5.0
.......................0 		X           0 0 0
(197) Paul Rohmeyer
 
Director
 5.0
.......................0 		X           0 0 0
(198) Peter Charles Van Loon
 
CSX Liaison
 2.0
.......................0 		X           0 0 0
(199) Peter Tse
 
Board Director
 3.0
.......................0 		X           0 0 0
(200) Princess Sumerfield
 
Resource Management Director
 5.0
.......................0 		X           0 0 0
(201) Rajeev Menon
 
VP Governance
 10.0
.......................0 		X           0 0 0
(202) Raju Pusapati
 
Social Media Director
 2.0
.......................0 		X           0 0 0
(203) Raveen Bhasin
 
VP Education
 8.0
.......................0 		X           0 0 0
(204) Ric Torchan
 
Director
 1.0
.......................0 		X           0 0 0
(205) Richard Herchenreder
 
Academic/Corp Relations Dir
 10.0
.......................0 		X           0 0 0
(206) Richard Mendoza
 
Director
 5.0
.......................0 		X           0 0 0
(207) Rick Lucy
 
Past President
 4.0
.......................0 		X           0 0 0
(208) Robert E Pardon
 
Programs Director / Event Directors
 4.0
.......................0 		X           0 0 0
(209) Robert Mitera
 
Programs Director / Seminar Directors
 4.0
.......................0 		X           0 0 0
(210) Robert Mullan
 
Membership Director
 10.0
.......................0 		X           0 0 0
(211) Ronald Olexa
 
Director
 5.0
.......................0 		X           0 0 0
(212) Ruby Brown
 
Board Member
 1.0
.......................0 		X           0 0 0
(213) Rudeh Patel
 
Director
 5.0
.......................0 		X           0 0 0
(214) Ryan Barras
 
Director of Programming
 2.0
.......................0 		X           0 0 0
(215) Ryan Hodges
 
Past President
 1.0
.......................0 		X           0 0 0
(216) S Zimmerman Amy
 
Advertising
 2.0
.......................0 		X           0 0 0
(217) Sajay Rai
 
Director
 1.0
.......................0 		X           0 0 0
(218) Sakthiwaran Rangaraju
 
Technology Director
 5.0
.......................0 		X           0 0 0
(219) Sam Vohra
 
Board Director
 4.0
.......................0 		X           0 0 0
(220) Sandeep Desai
 
Research Director
 1.0
.......................0 		X           0 0 0
(221) Sandra Parras
 
Director at Large
 2.0
.......................0 		X           0 0 0
(222) Santo Iannucci
 
Director
 1.0
.......................0 		X           0 0 0
(223) Saood Baig
 
Certifications Director
 4.0
.......................0 		X           0 0 0
(224) Sarah Young
 
Director
 1.0
.......................0 		X           0 0 0
(225) Scott Vachal
 
Director, Public Relations
 2.0
.......................0 		X           0 0 0
(226) Scott Walton
 
Board Member
 1.0
.......................0 		X           0 0 0
(227) Sesh Vaidyula
 
Board Memember at Large
 0.5
.......................0 		X           0 0 0
(228) Shannon Desjardins
 
Director
 1.0
.......................0 		X           0 0 0
(229) Sheetal Mehta
 
Director
 2.0
.......................0 		X           0 0 0
(230) Son Trinh
 
Director
 2.0
.......................0 		X           0 0 0
(231) Sonia Mane
 
Meetings Director
 4.0
.......................0 		X           0 0 0
(232) Stacey Linch
 
Member Appreciation
 2.0
.......................0 		X           0 0 0
(233) Steffany Hurtarte
 
Director, Membership
 10.0
.......................0 		X           0 0 0
(234) Stephen Buraczynski
 
Director
 5.0
.......................0 		X           0 0 0
(235) Stephen Geisinger
 
Programs Committee Member
 0.5
.......................0 		X           0 0 0
(236) Stephen Logan
 
Director
 2.0
.......................0 		X           0 0 0
(237) Steve Early
 
Board Member
 1.0
.......................0 		X           0 0 0
(238) Steve Jue
 
Program Coordinator
 1.0
.......................0 		X           0 0 0
(239) Steve Mar
 
CISA/CISM Coordinator / Research Director
 1.0
.......................0 		X           0 0 0
(240) Steve Romero
 
Director
 2.0
.......................0 		X           0 0 0
(241) Steve Schwandt
 
VP Membership / VP Volunteers
 4.5
.......................0 		X           0 0 0
(242) Steve Spittler
 
Academic Relations Co-Director
 2.0
.......................0 		X           0 0 0
(243) Steve Swenson
 
Certifications Director
 5.0
.......................0 		X           0 0 0
(244) Steven Haenchen
 
Director
 0.5
.......................0 		X           0 0 0
(245) Steven Mohoney
 
Events Coordinator
 2.0
.......................0 		X           0 0 0
(246) Sumit Pal
 
Program Director
 5.0
.......................0 		X           0 0 0
(247) Sushila Nair
 
Director, Marketing
 2.0
.......................0 		X           0 0 0
(248) Tearra Annette Straite
 
Events Management
 2.5
.......................0 		X           0 0 0
(249) Teena Bacchus
 
Board Director
 3.0
.......................0 		X           0 0 0
(250) Theresa Misuraca
 
Director
 5.0
.......................0 		X           0 0 0
(251) Thu Nguyen
 
Director
 2.0
.......................0 		X           0 0 0
(252) Tim Agee
 
Past President
 4.0
.......................0 		X           0 0 0
(253) Travis Chance
 
Director
 1.0
.......................0 		X           0 0 0
(254) Troy McNeil
 
Director, Info Technology
 4.0
.......................0 		X           0 0 0
(255) Trupti Kamat
 
Director
 2.0
.......................0 		X           0 0 0
(256) Vaughn Herlong
 
Membership Director
 2.0
.......................0 		X           0 0 0
(257) Victor Monga
 
Immediate Past President
 0.8
.......................0 		X           0 0 0
(258) Victoria Grace Cheng
 
Audit Director
 2.0
.......................0 		X           0 0 0
(259) Vy Do
 
Director of Communications
 2.0
.......................0 		X           0 0 0
(260) Walter Rodriguez
 
Director of Governance / COBIT
 2.0
.......................0 		X           0 0 0
(261) Wei Tschang
 
2nd Vice President
 6.0
.......................0 		X           0 0 0
(262) William Bailey
 
Director
 2.0
.......................0 		X           0 0 0
(263) William Deller
 
Director
 1.0
.......................0 		X           0 0 0
(264) Zenniere Bowry
 
Board Member
 1.0
.......................0 		X           0 0 0
(265) Adnan Dakhwe
 
Vice President
 5.0
.......................0 		    X       0 0 0
(266) Allyson R Zoller
 
Treasurer
 2.0
.......................0 		    X       0 0 0
(267) Alok Kakker
 
President
 12.0
.......................0 		    X       0 0 0
(268) Alyssa Ahmann
 
President
 2.0
.......................0 		    X       0 0 0
(269) Andrew Belsick
 
Treasurer
 1.0
.......................0 		    X       0 0 0
(270) Angela Hall
 
President
 2.0
.......................0 		    X       0 0 0
(271) Anisha Tekwani
 
Treasurer
 5.0
.......................0 		    X       0 0 0
(272) April Mitchell
 
President
 10.0
.......................0 		    X       0 0 0
(273) Bardwell Maxene
 
Secretary
 3.0
.......................0 		    X       0 0 0
(274) Betsy Bird
 
Secretary
 5.0
.......................0 		    X       0 0 0
(275) Beverly M Austin
 
Treasurer
 8.0
.......................0 		    X       0 0 0
(276) Bob Auton
 
Vice President
 10.0
.......................0 		    X       0 0 0
(277) Bonnie Bastow
 
Co-Treasurer
 4.0
.......................0 		    X       0 0 0
(278) Brandi Royal
 
Secretary
 2.0
.......................0 		    X       0 0 0
(279) Brian Isserman
 
Vice President
 8.0
.......................0 		    X       0 0 0
(280) Brice Dobson
 
Secretary
 10.0
.......................0 		    X       0 0 0
(281) Carl Neumann
 
Vice-President
 8.0
.......................0 		    X       0 0 0
(282) Chandra Barnes
 
President
 10.0
.......................0 		    X       0 0 0
(283) Charles Murray
 
President
 3.0
.......................0 		    X       0 0 0
(284) Corey Woodward
 
Co-Treasurer
 0.5
.......................0 		    X       0 0 0
(285) Cynthia Damian
 
Vice President
 4.0
.......................0 		    X       0 0 0
(286) Dana Yee
 
Secretary
 2.0
.......................0 		    X       0 0 0
(287) Daniel Razmjou
 
Treasurer
 7.0
.......................0 		    X       0 0 0
(288) Daniel Ruggles
 
President
 12.0
.......................0 		    X       0 0 0
(289) Danielle DiLuzio
 
Secretary
 4.0
.......................0 		    X       0 0 0
(290) Debbie Lew
 
President
 7.0
.......................0 		    X       0 0 0
(291) Deborah Lynn Troxell
 
President
 4.0
.......................0 		    X       0 0 0
(292) Derek Danilson
 
President / 1st VP, Education Chair
 17.0
.......................0 		    X       0 0 0
(293) Derek Manolo
 
Vice President
 5.0
.......................0 		    X       0 0 0
(294) Don Baham
 
Vice President
 5.0
.......................0 		    X       0 0 0
(295) Donna Gomez
 
President
 4.0
.......................0 		    X       0 0 0
(296) Donna Natarajan
 
President
 7.0
.......................0 		    X       0 0 0
(297) Donna Sullivan
 
Vice President
 0.5
.......................0 		    X       0 0 0
(298) Doug Sluyk
 
Executive Vice President
 4.0
.......................0 		    X       0 0 0
(299) Doug Spindler
 
1st Vice President
 2.0
.......................0 		    X       0 0 0
(300) Douglas Gorrie
 
Treasurer
 4.0
.......................0 		    X       0 0 0
(301) Faith Porter
 
Secretary
 3.0
.......................0 		    X       0 0 0
(302) Farid Abdelkader
 
1st Vice President
 10.0
.......................0 		    X       0 0 0
(303) Geiler Hildalgo
 
Treasurer
 10.0
.......................0 		    X       0 0 0
(304) George Crawford
 
Vice President
 3.0
.......................0 		    X       0 0 0
(305) Horvath David
 
Vice President
 2.0
.......................0 		    X       0 0 0
(306) Ian Senior
 
Treasurer
 7.0
.......................0 		    X       0 0 0
(307) I-Mei Chen
 
Treasurer
 5.0
.......................0 		    X       0 0 0
(308) Jack Champlain
 
Treasurer (Backup) /Academic Outreach
 10.0
.......................0 		    X       0 0 0
(309) Janice Clauer
 
Vice President
 10.0
.......................0 		    X       0 0 0
(310) Jayson Ferron
 
President
 10.0
.......................0 		    X       0 0 0
(311) Jennifer Fabius
 
Secretary
 8.0
.......................0 		    X       0 0 0
(312) Jermaine Stanley
 
Vice President
 8.0
.......................0 		    X       0 0 0
(313) Jiewen Wang
 
Secretary
 5.0
.......................0 		    X       0 0 0
(314) Joan Pu
 
Vice President
 4.0
.......................0 		    X       0 0 0
(315) Joanie Collins
 
Treasurer
 10.0
.......................0 		    X       0 0 0
(316) Joel Colvin
 
Secretary
 2.0
.......................0 		    X       0 0 0
(317) John Snedeker
 
Treasurer
 2.0
.......................0 		    X       0 0 0
(318) Jonathan Daum
 
Treasurer
 2.0
.......................0 		    X       0 0 0
(319) Julie Tessier
 
Co-Secretary
 3.0
.......................0 		    X       0 0 0
(320) Justin Hinkle
 
Secretary
 4.0
.......................0 		    X       0 0 0
(321) Kami Murphy
 
Secretary
 1.0
.......................0 		    X       0 0 0
(322) Karen V Alexander
 
President
 25.0
.......................0 		    X       0 0 0
(323) Katherine Scott
 
Secretary
 9.0
.......................0 		    X       0 0 0
(324) Kaysi Veatch
 
President
 5.0
.......................0 		    X       0 0 0
(325) Keith Jackson
 
President
 5.0
.......................0 		    X       0 0 0
(326) Kelly Lin
 
Vice President
 7.0
.......................0 		    X       0 0 0
(327) Laurie E McDonald
 
Treasurer
 4.0
.......................0 		    X       0 0 0
(328) Linda Kearney
 
Treasurer
 3.0
.......................0 		    X       0 0 0
(329) Mark Brennan
 
Secretary
 5.0
.......................0 		    X       0 0 0
(330) Meenakshi Sundaram Ganesh
 
Treasurer
 5.0
.......................0 		    X       0 0 0
(331) Michael Averite
 
Treasurer
 4.0
.......................0 		    X       0 0 0
(332) Michael Bobrowicz
 
Secretary
 7.0
.......................0 		    X       0 0 0
(333) Michael Shanahan
 
Treasurer
 3.5
.......................0 		    X       0 0 0
(334) Michelle Pittsenbarger
 
Vice President
 1.0
.......................0 		    X       0 0 0
(335) Naimish Anarkat
 
President
 5.0
.......................0 		    X       0 0 0
(336) Natasha Wheatley
 
Executive VP
 4.0
.......................0 		    X       0 0 0
(337) Nemi George
 
President
 0.8
.......................0 		    X       0 0 0
(338) Oliver Cromwell Johnson III
 
Co-Secretary
 3.0
.......................0 		    X       0 0 0
(339) Paula Cosme
 
Secretary
 2.0
.......................0 		    X       0 0 0
(340) Peter Christiaans
 
Secretary
 2.0
.......................0 		    X       0 0 0
(341) Pradeep Simha
 
Vice President
 0.8
.......................0 		    X       0 0 0
(342) Randall Henry
 
President
 5.0
.......................0 		    X       0 0 0
(343) Remi Onopa
 
Treasurer
 10.0
.......................0 		    X       0 0 0
(344) Renjith Ramanathan Kolappan
 
Treasurer
 4.0
.......................0 		    X       0 0 0
(345) Rob Valdez
 
President
 2.0
.......................0 		    X       0 0 0
(346) Robert Doherty
 
President
 8.0
.......................0 		    X       0 0 0
(347) Sandy Vehrs
 
Secretary
 4.0
.......................0 		    X       0 0 0
(348) Sanjeev Tak
 
Treasurer
 0.8
.......................0 		    X       0 0 0
(349) Scurr Ray
 
President
 5.0
.......................0 		    X       0 0 0
(350) Sean McAloon
 
President
 15.0
.......................0 		    X       0 0 0
(351) Stan Borinski
 
Secretary
 8.0
.......................0 		    X       0 0 0
(352) Stephanie McDonough
 
Secretary
 1.0
.......................0 		    X       0 0 0
(353) Steve Arndt
 
President
 10.0
.......................0 		    X       0 0 0
(354) Susan Snow
 
Treasurer
 7.0
.......................0 		    X       0 0 0
(355) Suzette Loving
 
Treasurer
 5.0
.......................0 		    X       0 0 0
(356) Tammy Johnson
 
Secretary
 1.0
.......................0 		    X       0 0 0
(357) Tarun Issrani
 
Treasury
 4.0
.......................0 		    X       0 0 0
(358) Ted Sherrill
 
President
 4.0
.......................0 		    X       0 0 0
(359) Tidi Mahachi
 
Secretary
 10.0
.......................0 		    X       0 0 0
(360) Tim Mortimer
 
Recording Secretary
 2.8
.......................0 		    X       0 0 0
(361) Tina Honey
 
Vice President / Treasurer
 2.0
.......................0 		    X       0 0 0
(362) Ujwal Gandhi
 
Tresurer
 12.0
.......................0 		    X       0 0 0
(363) Victoria Skillin
 
Secretary
 2.0
.......................0 		    X       0 0 0
(364) William D'Alia
 
President
 8.0
.......................0 		    X       0 0 0
(365) Zachary Rosenoff
 
Treasurer
 12.0
.......................0 		    X       0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 591
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 591
Program Service RevenueAmt Business Code
2a CHAPTER DUES 611600 1,621,809 1,621,809    
b CHAPTER MEETINGS 611600 138,377 138,377    
c CONFERENCES & MEETINGS 611600 862,403 862,403    
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 2,622,589
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 10,431     10,431
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory     7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss) 0 0 7c
d Net gain or (loss).........MediumBullet        
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a SPONSORSHIP REVENUE 900099 163,350     163,350
b MISCELLANEOUS 900099 73,239     73,239
c Advertising Income 900099 3,500   3,500  
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 240,089
12 Total revenue. See instructions.....MediumBullet 2,873,700 2,622,589 3,500 247,020
Form 990 (2020)
Form 990 (2020)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 94,627  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 1,000  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ...........        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,221      
c Accounting ........... 40,625      
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 19,866      
12 Advertising and promotion .... 17,716      
13 Office expenses ....... 71,667      
14 Information technology ...... 182,449      
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............ 36,442      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 1,465,856      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ... 47,899      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a SPONSORSHIPS 29,644      
b Webcasting 12,591      
c BUS. LICENSES & REG. 5,371      
d EQUIP RENTAL AND MAINT. 707      
e All other expenses 229      
25 Total functional expenses. Add lines 1 through 24e 2,028,910      
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2020)
Form 990 (2020)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 1,868,312 1 1,564,228
2 Savings and temporary cash investments ......... 3,610,749 2 4,633,499
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ......   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 0
b Less: accumulated depreciation 10b 0 0 10c 0
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 55,767 15 59,129
16 Total assets. Add lines 1 through 15 (must equal line 33)... 5,534,828 16 6,256,856
Liabilities 17 Accounts payable and accrued expenses .....   17  
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 0 25 0
26 Total liabilities. Add lines 17 through 25.. 0 26 0
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 5,534,828 27 6,256,856
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 5,534,828 32 6,256,856
33 Total liabilities and net assets/fund balances ........ 5,534,828 33 6,256,856
Form 990 (2020)
Form 990 (2020)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
2,873,700
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
2,028,910
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
844,790
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
5,534,828
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-122,762
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
6,256,856
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
 
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2020)
Form 990 (2020)
Additional Data


Software ID: 20011424
Software Version: 2020v4.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC GROUP
 
Employer identification number

94-2919522
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2020

Schedule C (Form 990 or 990-EZ) 2020
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2020


Schedule C (Form 990 or 990-EZ) 2020
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
No
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
Yes
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
No
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC GROUP
 
Employer identification number
94-2919522
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) UNIVERSITY OF TEXAS AT DALLAS ISACA STUDENT GROUP
800 WEST CAMPBELL ROAD SM41
RICHARDSON,TX75080 		75-1305566 501(c)3 10,000       ACADEMIC SCHOLARSHIP
(2) UNIVERSITY OF NORTH TEXAS
1155 Union Cir
Denton,TX76203 		75-6002149 501(c)3 10,000       ACADEMIC SCHOLARSHIP
(3) COASTLINE COMMUNITY COLLEGE FOUNDATION
11460 Warner Avenue
Fountain Valley,CA92708 		33-0094898 501(c)3 10,000       ACADEMIC SCHOLARSHIP
(4) ONE IN TECH
1700 East Golf Road
400
Schaumburg,IL60173 		83-4605433 501(c)3 10,000       GENERAL SUPPORT
(5) REGIS UNIVERSITY
3333 Regis Blvd
Denver,CO80221 		84-0402707 501(c)3 10,000       ACADEMIC SCHOLARSHIP
(6) KODECONNECT INC
115 Cypress Drive
Brockton,MA02301 		81-1629400 501(c)3 6,061       GENERAL SUPPORT
(7) UNIVERSITY OF TEXAS AT ARLINGTON
701 S Nedderman Dr
Arlington,TX76019 		74-6000203 501(c)3 6,000       CASE SCHOLARSHIP
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
7
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2020

Schedule I (Form 990) 2020
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. SOME CHAPTERS MAY PROVIDE SCHOLARSHIPS TO IT AUDIT AND/OR SECURITY PROFESSIONALS AND TO ACADEMIC STUDENTS FOR CERTIFICATION AND/OR ACADEMIC STUDIES. Scholarships may also be provided to academic institutions for purposes of providing scholarships to students for academic studies. Such scholarships are restricted for use in specific IT programs. SCHOLARSHIPS ARE GENERALLY MERIT-BASED ON AN INDIVIDUAL SCORE. ALL FUNDS ISSUED TO INDIVIDUALS or to institutions for individual scholarships MUST BE USED TO DEFRAY THE COST OF CERTIFICATION, TUITION AND BOOKS. THE INDIVIDUAL CHAPTERS MAY OR MAY NOT FOLLOW UP WITH INDIVIDUALS & Institutions AFTER ISSUANCE OF SCHOLARSHIP.
Schedule I (Form 990) 2020



Additional Data


Software ID: 20011424
Software Version: 2020v4.0


SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION INC GROUP
 
Employer identification number

94-2919522
Return Reference Explanation
Form 990, Part IV, Line 12a separate, independent audited financial statements This question has been answered No, however, the following chapters in this group return have answered this question Yes: - Central Maryland Chapter - Denver Chapter - Detroit Chapter - Greater Hartford Chapter - Middle Tennessee Chapter - New York Metro Chapter
Form 990, Part IV, Line 21 grants or other assistance to any domestic organization or government This question is being answered Yes, in accordance with Appendix E, of the Form 990 instructions . The following chapters in this group return have answered this question Yes: - Denver Chapter - Los Angeles Chapter - New England Chapter - New Jersey Chapter - New York Metro Chapter - North Texas Chapter
Form 990, Part V, Line 3a unrelated business gross income This question is being answered Yes, in accordance with Appendix E, of the Form 990 instructions . The following chapters in this group return have answered this question Yes: - Central Ohio Chapter
Form 990, Part VI, Line 8b Documentation of Committee Meetings This question is being answered No, in accordance with Appendix E, of the Form 990 instructions The following chapters in this group return have answered this question No: - Minnesota Chapter All actions and decisions are the responsibility and result of the Board activities which are documented by the Secretary as noted in (8) above. - North Texas Chapter No Committees
Form 990, Part VI, Line 12a written conflict of interest policy This question is being answered Yes, in accordance with Appendix E, of the Form 990 instructions. The following chapters in this group return have answered this question Yes: - Atlanta Chapter - Central Maryland Chapter - Central Ohio Chapter - Charlotte Chapter - Chicago Chapter - Denver Chapter - Detroit Chapter - Greater Hartford Chapter - Greater Houston Chapter - Los Angeles Chapter - Minnesota Chapter - National Capital Area Chapter - New England Chapter - New Jersey Chapter - New York Metro Chapter - Philadelphia Chapter - Phoenix Chapter - Pittsburgh Chapter - Puget Sound Chapter - San Francisco Chapter - Silicon Valley Chapter - South Florida Chapter - Virginia Chapter - West Florida Chapter
Form 990, Part VI, Line 12b Annual disclosure of interests that could give rise to conflicts This question is being answered No, in accordance with Appendix E, of the Form 990 instructions. The following chapters in this group return have answered this question No: - Central Ohio Chapter
Form 990, Part VI, Line 12c monitor and enforce compliance with conflict of interest policy This question is being answered No, in accordance with Appendix E, of the Form 990 instructions. The following chapters in this group return have answered this question No: - Charlotte Chapter - Los Angeles Chapter - New Jersey Chapter - Puget Sound Chapter MOST CHAPTERS HAVE A CONFLICT OF INTEREST POLICY THAT OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN OFF ON ANNUALLY. ANY BOARD MEMBERS WITH CONFLICTS ARE EXPECTED TO EXCUSE THEMSELVES FROM VOTING ON THE MATTER.
Form 990, Part VI, Line 13 written whistleblower policy This question is being answered Yes, in accordance with Appendix E, of the Form 990 instructions. The following chapters in this group return have answered this question Yes: - Central Maryland Chapter - New Jersey Chapter
Form 990, Part VI, Line 14 written document retention and destruction policy This question is being answered Yes, in accordance with Appendix E, of the Form 990 instructions. The following chapters in this group return have answered this question Yes: - Central Maryland Chapter - Central Ohio Chapter - Detroit Chapter - Philadelphia Chapter - Puget Sound Chapter - San Francisco Chapter
Form 990, Part VI, Line 20 organization's books and records This question is being answered in accordance with Appendix E, of the Form 990 instructions . See the following books and records information for each chapter in this group return: -Atlanta Chapter Name: Joan Collins Address: 4780 Ashford Dunwoody Rd. Suite A-475 Atlanta, GA 30338 T: 404-680-5280" -Central Maryland Chapter Name: Scurr, Ray Address: PO Box 434 Linthicum, MD 21090 T: N/A -Central Ohio Chapter Name: John Snedeker Address: 901 Wood Hayes Drive Columbus, OH 43210 T: 740-975-6863 -Charlotte Chapter Name: Bonnie Bastow Address: 533 Catawba Street, Belmont, NC 28012 T: 336-558-6535 -Chicago Chapter Name: Allyson Zoller Address: 200 E. Randolph St. #81133 Chicago, IL 60601 T: 847-567-2559 -Denver Chapter Name: Suzette Loving Address: 7727 S Cherry Ct Centennial CO 80122 T: 303-681-1711 -Detroit Chapter Name: Linda L Kearney Address: 1630 Penn Lane, Lapeer, MI 48446 T: 586-219-9041 -Greater Hartford Chapter Name: Remigiusz Onopa Address: 11 Falcon Ln., Meriden, CT 06451 T: 860-577-0753 -Greater Houston Chapter Name: Andrea Allen Address: 14011 El Camino Real, Houston, TX 77062 T: 713-703-8375 -Greater Kansas City Chapter Name: Renjith Ramanathan Kolapan Address: 15220 Woodson St. Overland Park, KS 66223 T: 913-980-6319 -Los Angeles Chapter Name: Daniel Razmjou Address: 371 W. Lexington Dr. #8, Glendale, CA 91203 T: 818-631-5136 -Middle Tennessee Chapter Name: Jacqueline "Jamie" Howard Address: 9456 Ashford Place, Brentwood, TN, 37027 T: 615-906-3245 -Minnesota Chapter Name: David Knight Address: 3960 137th St. W Rosemount, MN 55068 T: 612-618-9400 -National Capital Area Chapter Name: Kathy Chan (1) /Ujwal Gandhi (2) Address (1): 22333 Trailview Crossing Terr Ashburn, Va 20148 Address (2): 5455 Joseph Johnston Lane Centreville, Va 20120 T (1): 301-351-5590 T (2): 703-200-5349 -New England Chapter Name: Laurie E. McDonald Address: 97 Highland Street, Stoughton, MA 02072 T: 781-710-7146 -New Jersey Chapter Name: Beverly M. Austin Address: 22 Jacoby Street, Maplewood, NJ 07040 T: 973-762-4853 -New York Metro Chapter Name: Teena Bacchus Address: 954 Lexington Ave #525, New York, NY 10021 T: 551-220-8636 -North Texas Chapter Name: Sean McAloon Address: 11875 Coronado Trail Frisco, TX 75033 T: 954-778-5360" -Orange County Chapter Name: Sanjeev Tak Address: P.O. Box 50426, Irvine, CA 92619 T: 714-420-4975 -Philadelphia Chapter Name: Ian Senior Address: 623 Valley Stream Circle, Langhorne, PA 19053 T: 267-872-3202 -Phoenix Chapter Name: Susan Snow Address: 20020 N 18th St., Phoenix, AZ 85024 T: 480-200-5300 -Pittsburgh Chapter Name: Andrew Belsick Address: 1929 Sidney Street, Pittsburgh, PA, 15203 T: 412-719-8766 -Puget Sound Chapter Name: Geiler Hidalgo Address: 15208 48th AVE SE Everett, WA 98208 T: 425-903-0019 -San Francisco Chapter Name: I-Mei Chen Address: 9 Rubicon Court, San Rafael, CA 94903 T: 415-378-4705" -Silicon Valley Chapter Name: Anisha Tekwani Address: 1145 Riviera Court, Livermore, CA 94588 T: 408-664-8805 -South Florida Chapter Name: Roberto Valdez Address: 6286 Amberwoods Drive, Boca Raton, FL 33433 T: 305-510-8797 -Virginia Chapter Name: Zachary Rosenoff Address: 514 Glendale Dr, Henrico, VA 23229 T: 617-599-8376 -West Florida Chapter Name: Tarun Issrani Address: 2826 Rambler Ivy Loop, Brandon, FL 33510 T: 813-420-4982
Form 990, Part VI, Line 6 Classes of members or stockholders INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) MAINTAINS A MEMBERSHIP ROSTER OF INDIVIDUALS WHEREBY THE CHAPTER LEADERS HAVE ACCESS TO THEIR CHAPTER MEMBERSHIP ROSTER; THERE IS NO CORPORATE MEMBERSHIP CATEGORY. ANYONE INTERESTED IN THE PURPOSES AND OBJECTIVES OF THE ASSOCIATION IS ELIGIBLE FOR MEMBERSHIP. TO BE A MEMBER OF A CHAPTER, AN INDIVIDUAL MUST BE A MEMBER OF THE INTERNATIONAL BODY FIRST. ISACA'S CHAPTERS' MEMBERSHIP IS CHARACTERIZED BY DIVERSITY. MEMBERS OF ISACA'S PROFESSIONAL COMMUNITY LIVE AND WORK IN 188 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 CHAPTER 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 CHAPTERS RECOGNIZE THAT THEIR MEMBERS CONSTITUTE AN EXTENSIVE AND VARIED POOL OF EXPERTISE THE CHAPTERS COUNT ON TO HELP PROVIDE SERVICES AND PRODUCTS THAT ENGENDER CREDIBILITY AND CAPABILITY IN THEIR CONSTITUENTS. THE MORE MEMBERS, THE MORE EXPERTISE; THE MORE EXPERTISE, THE BETTER THE ABILITY TO MEET CONSTITUENTS' NEEDS. ISACA'S MEMBERS ARE THE CHAPTER'S MOST VALUABLE ASSETS.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body MEMBERS OF CHAPTERS HAVE THE RIGHT TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY OF EACH CHAPTER.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders - Atlanta Chapter Changes to bylaws are subject to approval by members. -Central Maryland Chapter All chapter governance decisions are submitted by, voted upon, and approved by the Board. We alert the members via our bylaw changes or email announcements. -Central Ohio Chapter Membership vote on the bylaws. -Charlotte Chapter Members must vote on changes to the Bylaws. -Chicago Chapter Significant bylaw changes are voted on by the chapter members. -Denver Chapter ISACA Denver Chapter members have voting rights on governance decisions including bylaws and budget items over $1000. -Detroit Chapter Members must vote on changes to the Bylaws and to appoint Board Members and Officers. -Greater Hartford Chapter Members have voting rights to approve by-law changes and election results. -Greater Houston Chapter Membership vote on the bylaws -Greater Kansas City Chapter Members vote on changes to by-laws and the election of officers. -Los Angeles Chapter Officers are board directors are elected by chapter members annually. We have 4 officers and 7 directors. -Middle Tennessee Chapter Amendments to the Chapter's bylaws must be adopted by two-thirds of the Board of Directors then in office. The amended bylaws must also be approved at any regular meeting or any special meeting called for this purpose by two-thirds vote of the members present. Notice of such amendments must be sent with the notice of such meeting at least ten (10) days prior to the date of the meeting. -Minnesota Chapter The elected board as chosen from the Chapter's membership during its annual meeting is charged with making and managing all governance decisions on behalf of the Chapter and its members. -National Capital Area Chapter Membership vote on the bylaws. -New England Chapter Members vote on elections at our annual meeting and would vote on by law changes if there were any.- -New Jersey Chapter Members approve the budget at the AGM. -New York Metro Chapter If there are changes made to the bylaws of the chapter, they must be approved by a % of the membership. -North Texas Chapter Election of chapter officers at the annual general meeting; approval of budget; approval of any bylaws changes -Orange County Chapter Members elect the governing body -Philadelphia Chapter Election of new board slate -Phoenix Chapter Bylaw changes -Pittsburgh Chapter Election of new board slate -Puget Sound Chapter Members have the right to review and approve changes to the Chapter Bylaws. -San Francisco Chapter All chapter members eligible to vote in annual election of officers and directors. -Silicon Valley Chapter Members should approve expenditures outside or exceeding dollar limits described in the current bylaws of the approved budget. -South Florida Chapter The organization has a general membership that elects the Chapter Officers and Board (the governing body). Elections are held every year. Officers are up for re-election every two years. Board members are up for re-election every year. -Virginia Chapter The chapter holds an annual meeting to elect new members of the board of directors. We then conduct a vote of the membership to confirm the new board of directors as a whole. -West Florida Chapter Changes are suggested and voted on by the Board during our monthly meetings.
Form 990, Part VI, Line 11b Review of form 990 by governing body THE 2020 FORM 990 FOR INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION (ISACA) CHAPTERS WAS PREPARED BY CROWE LLP (hereinafter Crowe), BASED UPON INFORMATION PROVIDED BY ISACA AND ISACA CHAPTERS. THIS DOCUMENT SUMMARIZES THE REVIEW POINTS AND AVAILABILITY ASSOCIATED WITH THE RETURNS. THE DATA FOR THE RETURN WERE COMPILED BASED ON INFORMATION PREPARED FOR 2020, AS PROVIDED TO ISACA GLOBAL BY ISACA CHAPTERS. THIS INFORMATION WAS SUBMITTED TO CROWE FOR PREPARATION OF THE RETURNS. IN ADDITION TO THE FINANCIAL INFORMATION RECEIVED, THE NARRATIVE EXPLANATIONS OF PROGRAM ACCOMPLISHMENTS AND POLICIES PROVIDED BY ISACA, APPROPRIATE ISACA STAFF PROVIDED CHAPTERS WITH ISACA-RELEVANT INFORMATION RELEVANT TO THEIR ROLE AS AN ISACA CHAPTER. CROWE HAD AN OPPORTUNITY TO RAISE QUESTIONS ABOUT GOVERNANCE, OTHER ISSUES, AND REQUEST ADDITIONAL INFORMATION AS NEEDED. UPON COMPLETION OF THE RETURN, SEVERAL LAYERS OF REVIEW WERE CONDUCTED: INITIAL REVIEW OF RETURN: THE INITIAL REVIEW OF THE COMPLETED RETURN WAS COMPLETED BY THE RESPECTIVE STAFF WITHIN THE ISACA FINANCE DEPARTMENT. ISACA LEADERSHIP REVIEW: FOLLOWING THE INITIAL REVIEW, APPLICABLE MEMBERS OF THE LEADERSHIP TEAM WERE PROVIDED A COPY OF THE RETURN FOR REVIEW. AS THE RETURN REPRESENTS A GROUP RETURN FOR ALL OF THE ISACA CHAPTERS WITHIN THE UNITED STATES, THE FINAL REVIEW IS NOT REVIEWED BY ALL US CHAPTER BOARD MEMBERS. IT IS IMPORTANT TO NOTE THAT THE INFORMATION PROVIDED BY EACH CHAPTER TO COMPLETE THE RETURN IS ATTESTED TO BY THE PRESIDENT AND TREASURER FOR EACH RESPECTIVE CHAPTER.
Form 990, Part VI, Line 19 Required documents available to the public The chapters have made information available via the following method for the mentioned documents. - Atlanta Chapter How Provided: On web site Documents Provided: Chapter bylaws are provided on the website. Chapter financials and conflict of interest policy is maintained in Chapter records and available to be provided upon request to members. -Central Maryland Chapter How Provided: See chapter website for Bylaws. https://engage.isaca.org/centralmarylandchapter/aboutchapter/bylaws Documents Provided: All our files are being housed in Google Docs. All 23 board members have access and instructions to access these folders. -Central Ohio Chapter How Provided: Bylaws can be found on Chapter website for public viewing. Financials discussed at each board meeting. Documents Provided: Bylaws only -Charlotte Chapter How Provided: Bylaws are published on the local chapter's website. Access is restricted to current members using their unique credentials. Documents Provided: Charlotte Chapter Bylaws on website -Chicago Chapter How Provided: Posted on chapter web site. Documents Provided: Updated bylaws are posted on the chapter website. -Denver Chapter How Provided: Annual General Meeting for Financial Results; Bylaws available on website, Annual AGM slide deck posted on website contains annual goals by VP and financials for the current fiscal year to date. Documents Provided: Officer duties, by laws, AGM slide deck -Detroit Chapter How Provided: Bylaws are posted on the ISACA Detroit Chapter web site - About our Chapter Tab Documents Provided: Bylaws -Greater Hartford Chapter How Provided: AVAIALBLE ON THE ISACA GREATER HARTFORD CHAPTER WEBSITE/INTRANET SITE Documents Provided: Bylaws and Board Policies -Greater Houston Chapter How Provided: Posted on chapter web site. Documents Provided: Bylaws -Greater Kansas City Chapter How Provided: Our Bylaws are readily available on our chapter website Documents Provided: Our bylaws outline our membership and dues, Board, and elections, as well as changes to Bylaws. -Los Angeles Chapter How Provided: Privacy statement, bylaws, and legal notice are available on the chapter's website at www.isacala.org. Documents Provided: Privacy statement, bylaws, and legal notice. -Middle Tennessee Chapter How Provided: Chapter bylaws are available to the public at the web site. Financial statements are not publicly available. The Chapter does not have a conflict of interest policy. Documents Provided: Chapter Bylaws " -Minnesota Chapter How Provided: Documentation is available to members through the MN chapter web site. Documentation deemed less sensitive is available to the general public also via the MN chapter web site - public areas. Documents Provided: Public -- Information about the Chapter and its activities. Members - Board meeting documentation and other information specific to members of the Chapter. Board Area - more sensitive information about Board oversight and Chapter financials. -National Capital Area Chapter How Provided: Bylaws are available at the Chapter's public website. The willingness to serve and conflict of interest statement are available via Cvent. A financial summary is provided to the members during the annual meeting. Financial reports are located at the Chapter's G-Suite drive available to the officers. Documents Provided: Bylaws, Conflict of Interest Statement, & Willingness to Serve Form -New England Chapter How Provided: Chapter Bylaws are made available on the member content section of www.isacane.org. This is accessible with a valid ISACA username and password. Chapter financials are made available to members in attendance for monthly Board Meetings. Documents Provided: Bylaws, Financial Statements -New Jersey Chapter How Provided: Governing documents are made available to the public by way of -the Chapter's website and at the Annual General Meeting. Documents Provided: Chapter Bylaws, Conflict of Interest and Disclosure Agreement, Unaudited Financial Statements. -New York Metro Chapter How Provided: The bylaws and conflict of interest policies are on the chapter's website and during our annual meeting the financial statement is presented to our members. Documents Provided: Bylaws and Conflict of interest policy -North Texas Chapter How Provided: Updates to bylaws or financials are presented to membership electronically at least 10 days prior to a monthly meeting. If a vote is required, it is then taken at the time of the meeting. Documents Provided: Bylaws and Financials -Orange County Chapter How Provided: Chapter Bylaws - includes information on Governance and Duties for Board Members, Directors and Volunteers. Documents Provided: Chapter Bylaws -Philadelphia Chapter How Provided: Bylaws and/or Articles of Incorporation are made available on an as needed basis to Membership during annual meeting; Conflict of interest policy and financial statements are made available to Board Members and meetings. Documents Provided: Bylaws and/or Articles of Incorporation are made available on an as needed basis to Membership during annual meeting; Conflict of interest policy and financial statements are made available to Board Members and meetings. -Phoenix Chapter How Provided: Bylaws and the Privacy Policy are made available via the chapter web site. All other documents are available upon request. Documents Provided: Bylaws and the Privacy Policy are made available via the chapter web site. All other documents are available upon request. -Pittsburgh Chapter How Provided: All documents are provided on the chapter website that is open to the public. Documents Provided: Chapter Bi-laws &Privacy Policy. -Puget Sound Chapter How Provided: Chapter bylaws are published on our website. The chapter incorporated on 8/27/18. Documents Provided: Bylaws -San Francisco Chapter How Provided: The Bylaws are on the Chapter's webpage. Documents Provided: Bylaws, Code of Conduct -Silicon Valley Chapter How Provided: Bylaws are published on the chapter website. The Conflict of Interest Declaration completed by Board members is not publicly available, however these are provided to members who are contesting the Board positions. Financial information is shared with the members in AGM. Documents Provided: See above. -South Florida Chapter How Provided: Online Documents Provided: Bylaws -Virginia Chapter How Provided: By-Laws, Articles of Incorporation, and Conflict of interest policy are posted on the chapter website. Documents Provided: By-Laws, Articles of Incorporation, and Conflict of interest policy -West Florida Chapter How Provided: Posted on website Documents Provided: Bylaws, Conflict of Interest, Privacy, BoD Meeting Minutes and once a year our budget to actual for the year
Form 990, Part XI, Line 9 Other changes in net assets or fund balances NET ASSET DIFFERENCE - -122762;
FORM 990, PART VI, SECTION A, LINE 2 family relationship or business relationship This question is being answered Yes, in accordance with Appendix E, of the Form 990 instructions . The following chapter(s) in this group return have answered this question Yes: - Los Angeles Chapter Jonathan Chan - Past President ,Min Fu - Director - family relationship
FORM 990, PART X AND PART XI Balance Sheet & Reconciliation of Net Assets THE BEGINNING BALANCE SHEET FOR THE CURRENT YEAR DOES NOT AGREE WITH THE ENDING BALANCE SHEET FROM THE PRIOR YEAR'S FORM 990. THIS DIFFERENCE ARISES BECAUSE THE CHAPTERS WITH OVER $50,000 IN GROSS RECEIPTS VARY FROM YEAR TO YEAR. THE CHAPTERS INCLUDED IN THE GROUP RETURN FOR THE YEAR ENDED DECEMBER 31, 2020 ARE NOT THE SAME CHAPTERS INCLUDED IN THE PRIOR YEAR TAX RETURN.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


Additional Data


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Name Address EIN Name control
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION WEST FLORIDA CHAPTER 8870 N HIMES AVE STE 323
TAMPA,
FL
33614
59-1933237
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION CENTRAL MARYLAND CHAPTER 6151 ENCOUNTER ROW
COLUMBIA,
MD
21045
94-2511599
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION CENTRAL OHIO CHAPTER PO BOX 174
LEWIS CENTER,
OH
43035
31-0930271
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION CHARLOTTE CHAPTER 100 N TRYON ST STE B220 PMP 188
CHARLOTTE,
NC
28292
56-1283238
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION CHICAGO CHAPTER PO BOX 1140
CHICAGO,
IL
60690
23-7288003
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION DENVER CHAPTER 1801 CALIFORNIA ST STE 2900
DENVER,
CO
80202
84-0727216
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION DETROIT CHAPTER PO BOX 70928
ROCHESTER HILLS,
MI
48307
23-7410401
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION GREATER HARTFORD CHAPTER PO BOX 231344
HARTFORD,
CT
06123
36-3538336
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION GREATER HOUSTON CHAPTER PO BOX 2424
HOUSTON,
TX
77252
23-7419148
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION GREATER KC CHAPTER PO BOX 26066
KANSAS CITY,
MO
64196
43-1338861
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION LOS ANGELES CHAPTER PO BOX 811067
LOS ANGELES,
CA
90081
23-7294468
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION MIDDLE TENNESSEE CHAPTER PO BOX 330443
NASHVILLE,
TN
37203
62-1261485
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION NEW ENGLAND CHAPTER PO BOX 170951
BOSTON,
MA
02117
04-2592391
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION NEW JERSEY CHAPTER PO BOX 264
CRANFORD,
NJ
07016
22-2203291
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION NY METROPOLITAN CHAPTER 954 LEXINGTON AVE STE 525
NEW YORK,
NY
10021
13-2843396
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION N CAPITAL AREA CHAPTER PO BOX 13993
ALRINGTON,
VA
22219
23-7360726
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION NORTH TEXAS CHAPTER PO BOX 368
ALLEN,
TX
75013
94-2511603
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION ORANGE COUNTY CHAPTER PO BOX 50426
IRVINE,
CA
92619
33-0024331
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION PHILADELPHIA CHAPTER 9 MEDAL DRICE
ROYERSFORD,
PA
19468
23-7357842
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION PHOENIX CHAPTER PO BOX 63211
PHOENIX,
AZ
85082
86-0404629
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION PITTSBURGH CHAPTER PO BOX 541
PITTSBURGH,
PA
15230
25-1296635
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION PUGET SOUND CHAPTER 12819 SE 38TH STE 309
BELLEVUE,
WA
98006
91-1044622
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION SAN FRANCISCO CHAPTER PO BOX 192222
SAN FRANCISCO,
CA
94119
94-2390101
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION SILICON VALLEY CHAPTER PO BOX 2741
CUPERTINO,
CA
95015
94-2819289
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION SOUTH FLORIDA CHAPTER PO BOX 276 13762 W STATE RD84
DAVIE,
FL
33325
94-2683400
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION VIRGINIA CHAPTER 514 GLENDALE DRIVE
HENRICO,
VA
23220
54-1036448
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION ATLANTA CHAPTER 4780 ASHFORD DUNWOODY RD STE A475
ATLANTA,
GA
30338
58-1353296
 INFO
INFORMATION SYSTEMS AUDIT AND CONTROL ASSOCIATION MINNESOTA CHAPTER 1360 UNIVERSITY AVE W 190
SAINT PAUL,
MN
95662
41-6175157
 INFO