2026-08-14T13:00:21-05:00 2025-09-30 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2024-10-01 061242574 BSA BUSINESS SOFTWARE ALLIANCE INC BSAB 2028725500 200 MASSACHUSETTS AVE NW 310 WASHINGTON DC 20001 JOSEPH DESALVIO CFO 2028725500 2026-08-12 1 0 JULIA FLANNERY P00928918 3012963600 2026-08-12 2024 2025-03-06 01:10:19Z BSA THE SOFTWARE ALLIANCE VICTORIA ESPINEL 200 MASSACHUSETTS AVE NW 310 WASHINGTON DC 20001 45262776 0 X WWW.BSA.ORG X 1988 DC BSA | THE SOFTWARE ALLIANCE (WWW.BSA.ORG) IS THE LEADING ADVOCATE FOR THE GLOBAL (SEE SCH O) SOFTWARE INDUSTRY BEFORE GOVERNMENTS AND IN THE INTERNATIONAL MARKETPLACE. ITS MEMBERS ARE AMONG THE WORLD'S MOST INNOVATIVE COMPANIES, CREATING SOFTWARE SOLUTIONS THAT SPARK THE ECONOMY AND IMPROVE MODERN LIFE. WITH HEADQUARTERS IN WASHINGTON, DC, AND OPERATIONS IN MORE THAN 30 COUNTRIES, BSA PIONEERS COMPLIANCE PROGRAMS THAT PROMOTE LEGAL SOFTWARE USE AND ADVOCATES FOR PUBLIC POLICIES THAT FOSTER TECHNOLOGY INNOVATION AND DRIVE GROWTH IN THE DIGITAL ECONOMY. 34 34 57 1751 0 0 0 0 27211577 27378030 315092 443293 1770548 1345072 29297217 29166395 15000 220000 0 0 13456063 13557358 0 0 0 16800963 16809065 30272026 30586423 -974809 -1420028 25741267 25575593 15028056 17084284 10713211 8491309 X BSA | THE SOFTWARE ALLIANCE (WWW.BSA.ORG) IS THE LEADING ADVOCATE FOR THE GLOBAL SOFTWARE INDUSTRY BEFORE GOVERNMENTS AND IN THE INTERNATIONAL MARKETPLACE. ITS MEMBERS ARE AMONG THE WORLD'S MOST INNOVATIVE COMPANIES, CREATING SOFTWARE SOLUTIONS (SEE SCH O)THAT SPARK THE ECONOMY AND IMPROVE MODERN LIFE. WITH HEADQUARTERS IN WASHINGTON, DC, AND OPERATIONS IN MORE THAN 30 COUNTRIES, BSA PIONEERS COMPLIANCE PROGRAMS THAT PROMOTE LEGAL SOFTWARE USE AND ADVOCATES FOR PUBLIC POLICIES THAT FOSTER TECHNOLOGY INNOVATION AND DRIVE GROWTH IN THE DIGITAL ECONOMY. 0 0 ENFORCEMENT: IN FY2025, SOLICITED APPROXIMATELY 7,600 LEADS FROM THE PUBLIC CONCERNING POSSIBLE ILLEGAL USES OF SOFTWARE BY COMPANIES; DIRECTED APPROXIMATELY 3,200 END-USER ENFORCEMENT ACTIONS SEEKING TO END THE ILLEGAL USE OF UNLICENSED SOFTWARE BY COMPANIES; TOOK DOWN APPROXIMATELY 726,000 WEBPAGES HOSTING INFRINGING CONTENT ON CYBERLOCKERS, FILE-SHARING SITES, AND DIRECT DOWNLOAD (DD) SITES; WORKED WITH MARKETPLACE AND AUCTION SITES TO TAKE DOWN MORE THAN 53,400 LISTINGS OFFERING INFRINGING SOFTWARE PRODUCTS. COMMUNICATIONS: ENGAGED WITH US AND GLOBAL MEDIA TO EDUCATE REPORTERS AND SECURE COVERAGE FOR BSA POLICY PRIORITIES AND LEADERS; CREATED AND PROMOTED EDITORIAL CONTENT FEATURING BSA ACTIVITIES AND SOFTWARE INDUSTRY LEADER PERSPECTIVES; ORGANIZED PUBLIC AFFAIRS ACTIVITIES WORLDWIDE IN SUPPORT OF ENTERPRISE SOFTWARE INDUSTRY POLICY PRIORITIES. POLICY: EDUCATED POLICYMAKERS ON THE NEED FOR NEW OR REVISED LAWS, REGULATIONS, AND GLOBAL AGREEMENTS IN THE AREAS OF ARTIFICIAL INTELLIGENCE, QUANTUM COMPUTING, DATA TRANSFER MECHANISMS, PRIVACY, CYBERSECURITY, INTERNATIONAL TRADE AND EXPORT CONTROLS, LAW ENFORCEMENT ACCESS TO DATA, WORKFORCE DEVELOPMENT, INTELLECTUAL PROPERTY RIGHTS AND DATA SERVICES. BSA ALSO ADVOCATED AGAINST HARMFUL POLICIES, LAWS OR REGULATIONS THAT WOULD STIFLE INNOVATION AND ADVERSELY IMPACT THE ABILITY OF THE SOFTWARE INDUSTRY TO COMPETE IN THE GLOBAL MARKETPLACE. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 20 0 1 57 1 0 1 UK BR CH 0 0 0 0 1 0 X 34 34 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 DC CA X JOSEPH DESALVIO 2028725500 200 MASSACHUSETTS AVE NW 310 WASHINGTON DC 20001 RUTH ANNE KEENE CHAIR AS OF 1/29/25 1.00 X X 0 0 0 TODD MACHTMES CHAIR THRU 1/29/2025 1.00 X X 0 0 0 SABASTIAN NILES TREASURER 1.00 X X 0 0 0 STEVEN W DIETZ TREASURER THRU 2/28/2025 1.00 X X 0 0 0 RICH SAUER SECRETARY 1.00 X X 0 0 0 BRIDGET NEILL DIRECTOR 1.00 X 0 0 0 SHELLEY WEBB DIRECTOR THRU 2/3/2025 1.00 X 0 0 0 SHANA SIMMONS DIRECTOR 1.00 X 0 0 0 SIDNEY MAJALYA DIRECTOR 1.00 X 0 0 0 HASANI CARAWAY DIRECTOR 1.00 X 0 0 0 ALYSSA HARVEY DAWSON DIRECTOR THRU 1/1/2025 1.00 X 0 0 0 CHRIS LAL DIRECTOR 1.00 X 0 0 0 BRUCE BYRD DIRECTOR 1.00 X 0 0 0 DANA RAO DIRECTOR THRU 10/1/2024 1.00 X 0 0 0 SCOTT STARBIRD DIRECTOR 1.00 X 0 0 0 BRAD LEWIS DIRECTOR THRU 4/3/2025 1.00 X 0 0 0 DAVID SHAMAN DIRECTOR 1.00 X 0 0 0 DAVID LEEB DIRECTOR 1.00 X 0 0 0 CAROLYN HERZOG DIRECTOR 1.00 X 0 0 0 FRED HUMPHRIES DIRECTOR 1.00 X 0 0 0 ELEANOR LACEY DIRECTOR 1.00 X 0 0 0 JULIA WHITE DIRECTOR THRU 10/1/2024 1.00 X 0 0 0 DEV STAHLKOPF DIRECTOR 1.00 X 0 0 0 KOSTA STAROSTIN DIRECTOR 1.00 X 0 0 0 KEN GLUECK DIRECTOR 1.00 X 0 0 0 FELIX STERLING DIRECTOR 1.00 X 0 0 0 LARISSA SCHWARTZ DIRECTOR 1.00 X 0 0 0 STAN SHEPARD DIRECTOR 1.00 X 0 0 0 JIM SHAUGHNESSY DIRECTOR 1.00 X 0 0 0 APARNA BAWA DIRECTOR 1.00 X 0 0 0 BART VOLKMER DIRECTOR THRU 3/29/2025 1.00 X 0 0 0 PETER MCGOFF DIRECTOR 1.00 X 0 0 0 JESS HERTZ DIRECTOR 1.00 X 0 0 0 DANA WAGNER DIRECTOR THRU 1/1/2025 1.00 X 0 0 0 RUSS ELMER DIRECTOR 1.00 X 0 0 0 LOUISE PENTLAND DIRECTOR 1.00 X 0 0 0 KARYN SMITH DIRECTOR 1.00 X 0 0 0 WILL YOON DIRECTOR 1.00 X 0 0 0 KONSTANTINOS YIANNOPOULOS DIRECTOR 1.00 X 0 0 0 ERIKA FISHER DIRECTOR 1.00 X 0 0 0 ANNE ROBINSON DIRECTOR 1.00 X 0 0 0 KATHY CHI DIRECTOR 1.00 X 0 0 0 GABRIEL HARNIER DIRECTOR 1.00 X 0 0 0 VICTORIA ESPINEL CEO 39.00 1.00 X 3251028 0 54501 JOSEPH DESALVIO CFO 39.00 1.00 X 441734 0 54501 ADAM COATES GENERAL COUNSEL & VP 39.00 1.00 X 483818 0 54501 AARON COOPER VP GLOBAL POLICY 40.00 X 565966 0 15234 CRAIG ALBRIGHT VP LEGISLATIVE STRATEGY 40.00 X 471395 0 40904 JARED RAGLAND SR DIRECTOR, POLICY APAC 40.00 X 416815 0 24041 DANIELLE BROWN DIRECTOR, LEGISLATIVE STRATEGY 40.00 X 309443 0 62989 KATHERINE GOODLOE MANAGING DIRECTOR, POLICY 40.00 X 314386 0 27160 GIDEON LETT CHIEF GROWTH OFFICER 40.00 X 300580 0 27098 6555165 0 360929 35 0 1 0 A PAPAPANAGIOTOU & PARTNERS SKOUFA 64 KOLONAKI ATHENS GR ENFORCEMENT SUPPORT 1118040 ORION INVESTIGATIONS 2501 BBC BLDG SUKHUMVIT NORTH KLOMG TAN W TH ENFORCEMENT SUPPORT 615299 BEIJING LIFANG NANXINCANG INTL BLDG NO A22 BEIJING CH ENFORCEMENT SUPPORT 494021 TB TECHNOLOGY AVENUE DE LA RENAISSANCE BE BRUSSELS BE POLICY 422894 DELCOR TECHNOLOGY SOLUTIONS 8380 COLESVILLE ROAD 550 SILVER SPRING MD 20910 IT SERVICES 389099 38 MEMBERSHIP DUES 813910 17175309 17175309 SETTLEMENTS 813910 9730997 9730997 SOFTWARE MGMT PROGRAMS 813910 374735 374735 SPECIAL PROJECTS 813910 96989 96989 27378030 325283 325283 16214391 16032037 64344 182354 -64344 118010 118010 INTERCOMPANY REVENUE 900099 1219285 1219285 OTHER INCOME 900099 125787 125787 1345072 29166395 27378030 0 1788365 220000 3561842 8202836 513227 612381 667072 5295323 99867 2861824 22959 305608 164736 1244629 778481 589095 19339 288546 234217 POLICY 1767884 ENFORCEMENT EXPENSES 1077205 BAD DEBT EXPENSE 625977 PUBLIC RELATIONS 487448 945927 30586423 36019 32353 2060970 1354180 8814677 8677885 548512 599794 2542768 1297977 1336353 1244791 8294395 7483274 4650341 6183316 25741267 25575593 4153511 3972356 5059042 6452384 5815503 6659544 15028056 17084284 X 10713211 8491309 10713211 8491309 25741267 25575593 X -1420028 113640 -915514 X 0 1 X 1 0 0 0 1 16906184 2861824 769955 3631779 2747255 884524 1154669 454290 700379 1388099 843687 544412 1244791 SECURITY DEPOSITS 179864 SECURITY BONDS 285142 457(B) PLAN ASSETS 1259219 DUE FROM RELATED ENTITIES 2285308 ROU ASSET - OPERATING 2145836 ROU ASSET - FINANCING 27947 6183316 457(B) PLAN LIABILITIES 1259220 DUE TO RELATED ENTITIES 1319132 LEASE LIABILITY - OPERATING 4051470 LEASE LIABILITY - FINANCING 29722 6659544 X PART X, LINE 2: MANAGEMENT HAS EVALUATED BSA'S TAX POSITIONS AND HAS CONCLUDED THAT BSA HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE. EAST ASIA AND THE PACIFIC 4 10 PROGRAM SERVICES ENFORCEMENT, PUBLIC RELATIONS AND POLICY 5422662 SOUTH ASIA 1 2 PROGRAM SERVICES ENFORCEMENT, PUBLIC RELATIONS AND POLICY 362083 EUROPE (INCLUDING ICELAND & GREENLAND) 1 4 PROGRAM SERVICES ENFORCEMENT, POLICY AND PUBLIC RELATIONS 3979625 SOUTH AMERICA 0 0 PROGRAM SERVICES ENFORCEMENT, PUBLIC RELATIONS AND POLICY 907655 NORTH AMERICA 0 0 PROGRAM SERVICES ENFORCEMENT, PUBLIC RELATIONS AND POLICY 625199 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES ENFORCEMENT AND PUBLIC RELATIONS 26353 6 16 0 0 6 16 11323577 0 11323577 0 0 1 0 0 0 1 HORTON'S KIDS 2233 HUNTER PLACE SE WASHINGTON DC 20020 521755403 501(C)(3) 50000 0 INNOVATION NATION DONATION INNER CITY COMPUTER STARS FOUNDATION 750 N ORLEANS SUITE 500 CHICAGO IL 60654 364253411 501(C)(3) 150000 0 INNOVATION NATION CONVENTION DONATION- SPECIAL EVENT DONATION ATTORNEY GENERAL ALLIANCE 5050 LAGUNA BLVD ELK GROVE CA 95758 680250561 501(C)(3) 20000 0 SPONSORSHIP 3 0 PART I, LINE 2: BSA OCCASIONALLY CONTRIBUTES TO ORGANIZATIONS IN SUPPORT OF CHARITABLE INITIATIVES RELATED TO THE SOFTWARE INDUSTRY AND TO COMMUNITY INITIATIVES. X X 1 1 X X 0 0 0 VICTORIA ESPINEL CEO 1784674 0 1440000 0 26354 0 13800 0 40701 0 3305529 0 0 0 AARON COOPER VP GLOBAL POLICY 450143 0 91029 0 24794 0 13800 0 1434 0 581200 0 0 0 ADAM COATES GENERAL COUNSEL & VP 380972 0 78676 0 24170 0 13800 0 40701 0 538319 0 0 0 CRAIG ALBRIGHT VP LEGISLATIVE STRATEGY 392731 0 76870 0 1794 0 13800 0 27104 0 512299 0 0 0 JOSEPH DESALVIO CFO 346342 0 71834 0 23558 0 13800 0 40701 0 496235 0 0 0 JARED RAGLAND SR DIRECTOR, POLICY APAC 292406 0 30226 0 94183 0 24041 0 0 0 440856 0 0 0 DANIELLE BROWN DIRECTOR, LEGISLATIVE STRATEGY 281527 0 26965 0 951 0 22330 0 40659 0 372432 0 0 0 KATHERINE GOODLOE MANAGING DIRECTOR, POLICY 285680 0 28072 0 634 0 22372 0 4788 0 341546 0 0 0 GIDEON LETT CHIEF GROWTH OFFICER 238358 0 61724 0 498 0 12107 0 14991 0 327678 0 0 0 PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: JARED RAGLAND, SENIOR DIRECTOR, POLICY, APAC RECEIVED TAX GROSS UP PAYMENTS TO COVER THE TAX LIABILITY ON COMPENSATION RELATED TO HIS RELOCATION TO SINGAPORE, INCLUDING TUITION FOR AN AMERICAN-BASED CURRICULUM SCHOOL FOR DEPENDENT CHILDREN. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION TO JARED RAGLAND. HEALTH AND SOCIAL CLUB DUES: BSA BUSINESS SOFTWARE ALLIANCE, INC REIMBURSES ALL REGULAR EMPLOYEES UP TO $80 PER MONTH FOR HEALTH AND FITNESS EXPENSES INCLUDING MONTHLY FITNESS CLUB/GYM FEES. THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION TO THE RECIPIENTS. DANIELLE J. BROWN- $680 ADAM J. COATES - $1,120 JOSEPH A. DESALVIO - $80 KATHERINE GOODLOE - $543 GIDEON D. LETT - $320 JARED RAGLAND - $670 FORM 990, PART VI, SECTION A, LINE 6 BSA HAS GLOBAL MEMBERS AS DEFINED IN BSA'S BYLAWS, WHO HAVE A RIGHT TO A SEAT ON THE BOARD OF DIRECTORS, AND THEREBY, A DIRECT VOICE IN MAKING POLICY DECISIONS AND SETTING THE OVERALL DIRECTION OF BSA. FORM 990, PART VI, SECTION A, LINE 7A BSA HAS GLOBAL AND GLOBAL POLICY MEMBERS AS DEFINED IN BSA'S BYLAWS, WHO HAVE THE RIGHT TO A SEAT ON THE BOARD OF DIRECTORS, AND THEREBY, A DIRECT VOICE IN MAKING POLICY DECISIONS AND SETTING THE OVERALL DIRECTION OF BSA. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY BSA BUSINESS SOFTWARE ALLIANCE, INC. ACCOUNTING STAFF AND IT WAS REVIEWED BY BSA'S FINANCE DIRECTOR, CFO, OUTSIDE COUNSEL AND TAX ADVISOR. THE 990 WAS THEN PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AN OFFICER, DIRECTOR, OR EMPLOYEE RECEIVES, REVIEWS AND ACKNOWLEDGES IN WRITING HIS OR HER COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND DISCLOSES ANY EXISTING CONFLICTS OF WHICH HE OR SHE IS CURRENTLY AWARE. IN THIS WRITTEN ACKNOWLEDGEMENT, THE INDIVIDUAL AGREES TO REPORT PROMPTLY TO BSA ANY CHANGES OR ADDITIONS TO THEIR INITIAL CONFLICT DISCLOSURE, INCLUDING BUT NOT LIMITED TO ANY INSTANCE OF A CONFLICT OR APPARENT CONFLICT THAT MAY SUBSEQUENTLY ARISE. IN ADDITION, BSA REGULARLY INFORMS ITS MEMBERS OF THIS POLICY AND PUBLICIZES METHODS TO REPORT CONFLICTS VIA A CONFIDENTIAL HOTLINE. FORM 990, PART VI, SECTION B, LINE 15 FOR THE CEO, THE BOARD'S EXECUTIVE COMMITTEE CONDUCTS A PERFORMANCE REVIEW ON AN ANNUAL BASIS AND DETERMINES COMPENSATION. COMPENSATION PAID TO OTHER NONPROFIT EXECUTIVES IN COMPARABLE POSITIONS IS CONSIDERED DURING THIS PROCESS. FOR OTHER OFFICERS AND KEY EMPLOYEES, COMPENSATION PAID TO OTHER EXECUTIVES IN COMPARABLE POSITIONS IS CONSIDERED DURING THIS PROCESS. ALL OFFICERS AND THE KEY EMPLOYEES LISTED ON THE FORM 990 ARE SUBJECT TO AN ANNUAL PERFORMANCE REVIEW. ANY MERIT INCREASES AND BONUSES ARE DETERMINED BASED UPON PERFORMANCE VERSUS PREDEFINED GOALS AND OBJECTIVES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE IN ACCORDANCE WITH SECTION 6104(D), AND ALL WRITTEN REQUESTS FOR DISCLOSURE WILL BE CONSIDERED BY THE ORGANIZATION DURING THE APPLICABLE DISCLOSURE PERIOD. FORM 990, PART XI, LINE 9: UNREALIZED GAIN (LOSS) ON FOREIGN CURRENCY 234,944. NET ASSETS RELATED TO BSA BRAZIL -1,150,458. SOFTWARE EDUCATION FOUNDATION 200 MASSACHUSETTS AVE NW STE 310 WASHINGTON DC 20001 814001808 SOFTWARE EDUCATION DC 501(C)(3) LINE 12A, I BSA 1 BSATHE SOFTWARE ALLIANCE PAC 200 MASSACHUSETTS AVE NW STE 310 WASHINGTON DC 20001 841693724 CAMPAIGN SUPPORT DC 527 BSA 1 BUSINESS SOFTWARE ALLIANCE DO BRAZIL RUA SAMUEL MORSE NO 134-BROOK SAO PAULO BR TRADE ASSOCIATION IN BRAZIL BR BSA 1 BSA SOFTWARE SERVICES 200 MASSACHUSETTS AVE NW STE 310 WASHINGTON DC 20001 472868237 TELEMKTG SOFT DE BSA C 6406464 3028638 1.00000 1 BSA SOFTWARE SERVICES DO BRASIL EDIFICIO GIOVANNI GRONCHI NO 6195 CONJ SAO PAULO BR 05724003 TELEMKTG SOFT BR BSA C 511664 472819 0.99990 1 BEIJING SOFT BUSINESS SOFTWARE SERVICES COMPANY 1501 12TH FL UNIT 1 BUILDING 8 XIAOYUNLI CH SOFTWARE SUPPORT SVCS CH BSA SOFTWARE SERVICES C 365347 313825 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 BSA SOFTWARE SERVICES INC N 539645 COST- SERVICES AND EXPENSES BSA SOFTWARE SERVICES INC O 778330 PAYROLL COSTS