2026-08-14T11:44:28-05:00 2025-09-30 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2024-10-01 814001808 SOFTWARE EDUCATION FOUNDATION SOFT 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 SOFTWAREORG JOSEPH DESALVIO 200 MASSACHUSETTS AVE NW 310 WASHINGTON DC 20001 1434939 0 X WWW.SOFTWARE.ORG X 2016 DC THE FOUNDATION'S MISSION IS TO INFORM THE PUBLIC ON THE ECONOMIC AND SOCIETAL CONTRIBUTIONS OF SOFTWARE, ADVANCE OPPORTUNITIES FOR STEM EDUCATION, AND BROADEN UNDERSTANDING OF SOFTWARE-RELATED ELEMENTS OF STEM EDUCATION AND THE IMPORTANCE OF SOFTWARE TO POLICY GOALS. 6 6 4 10 0 0 2211042 50000 0 0 166685 245283 0 0 2377727 295283 75000 75000 0 0 15435 14214 0 0 0 216770 124473 307205 213687 2070522 81596 4499871 4691861 278016 274852 4221855 4417009 THE FOUNDATION'S MISSION IS TO INFORM THE PUBLIC ON THE ECONOMIC AND SOCIETAL CONTRIBUTIONS OF SOFTWARE, ADVANCE OPPORTUNITIES FOR STEM EDUCATION, AND BROADEN UNDERSTANDING OF SOFTWARE-RELATED ELEMENTS OF STEM EDUCATION AND THE IMPORTANCE OF SOFTWARE TO POLICY GOALS. 0 0 206750 75000 STEM EDUCATION: SOFTWARE.ORG ENCOURAGES A DIVERSE COMMUNITY OF CODERS AND WORKS TO INCREASE OPPORTUNITIES FOR TRAINING AND SKILLS BY DIRECTLY SUPPORTING PHILANTHROPIC EFFORTS AIMED TO ENCOURAGE GIRLS AND MINORITIES TO ENTER THE SOFTWARE WORKFORCE. 206750 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X BETH ESQUERRE DIRECTOR FINANCE 2028725500 200 MASSACHUSETTS AVE NW 310 WASHINGTON DC 20001 JACE JOHNSON CHAIR 2.00 X X 0 0 0 ANDREW FRIENDLY DIRECTOR 1.00 X 0 0 0 HUGH GAMBLE DIRECTOR 1.00 X 0 0 0 KEVIN RICHARDS DIRECTOR 1.00 X 0 0 0 ALLISON O'BRIEN DIRECTOR 1.00 X 0 0 0 FRANK CAVALIERE DIRECTOR 1.00 X 0 0 0 VICTORIA ESPINEL DIRECTOR/PRESIDENT 1.00 39.00 X 0 3251028 54501 ADAM COATES SECRETARY 1.00 39.00 X 0 483818 54501 JOSEPH DESALVIO TREASURER 1.00 39.00 X 0 441734 54501 0 4176580 163503 0 0 1 0 0 50000 50000 175276 175276 1209663 1139656 70007 70007 70007 295283 0 0 245283 X 75000 75000 12491 11866 625 1723 1637 86 24328 23112 1216 12859 12216 643 24000 22800 1200 268 254 14 4713 4477 236 5377 5108 269 48386 45967 2419 4542 4313 229 213687 206750 6937 0 209736 30885 1375167 1197242 2780273 3309532 134695 154202 4499871 4691861 278016 274852 278016 274852 X 4221855 4417009 4221855 4417009 4499871 4691861 81596 113558 0 X X 0 1 X 1 0 X X X 1 BSA BUSINESS SOFTWARE ALLIANCE INC 061242574 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: SOFTWARE EDUCATION FOUNDATION ANALYZED GROSS RECEIPTS AND CONTRIBUTIONS FROM INDIVIDUAL TAXPAYERS REPORTED ON BSA BUSINESS SOFTWARE ALLIANCE, INC.'S FORM 990 AND HAS DETERMINED THAT THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2) HAS BEEN MET. PART IV, SECTION A, LINE 3C: THE FOUNDATION PROVIDES NO FINANCIAL SUPPORT TO ITS SUPPORTED ORGANIZATION BSA BUSINESS SOFTWARE ALLIANCE, INC. AND HAS NO INTENTION OF PROVIDING FINANCIAL SUPPORT TO BSA. HOWEVER, SHOULD THE FOUNDATION EVER PROVIDE FINANCIAL SUPPORT TO BSA, IT COMMITS TO PUT FINANCIAL CONTROLS AND REPORTING REQUIREMENTS IN PLACE TO ASSURE ALL SUCH SUPPORT IS USED SOLELY FOR SECTION 170(C)(2)(B) PURPOSES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 49552-DOUBLELINE TOTAL (DBLTX) 441511 F 50281-DODGE & COX (DODIX) 644602 F 9973-FPA CRESCENT (FPACX) 452054 F 680-VANGUARD 500 INDEX (VOO) 416419 F 44475-BAIRD AGGREGATE FD CL I (BAGIX) 442973 F 5561-FIRST EAGLE GLOBAL FUND (SGIIX) 469031 F 48041-TWC METWEST TOTAL RETURN (MWTIX) 442942 F 3309532 DUE TO BUSINESS SOFTWARE ALLIANCE, INC. 274852 274852 X PART X, LINE 2: MANAGEMENT HAS EVALUATED SEF'S TAX POSITIONS AND HAS CONCLUDED THAT SEF HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE. 1 GIRLS WHO CODE 28 W 23RD STREET NEW YORK NY 10010 300728021 501(C)(3) 75000 0 CORPORATE CONTRIBUTION 1 0 PART I, LINE 2: SOFTWARE EDUCATION FOUNDATION OCCASIONALLY CONTRIBUTES TO ORGANIZATIONS IN SUPPORT OF CHARITABLE INITIATIVES RELATED TO THE SOFTWARE INDUSTRY. 0 0 0 0 0 0 0 1 0 VICTORIA ESPINEL DIRECTOR/PRESIDENT 0 1784674 0 1440000 0 26354 0 13800 0 40701 0 3305529 0 0 ADAM COATES SECRETARY 0 380972 0 78676 0 24170 0 13800 0 40701 0 538319 0 0 JOSEPH DESALVIO TREASURER 0 346342 0 71834 0 23558 0 13800 0 40701 0 496235 0 0 PART I, LINE 3 VICTORIA ESPINEL, DIRECTOR AND PRESIDENT OF THE FOUNDATION, IS PAID BY BSA BUSINESS SOFTWARE ALLIANCE, INC.. THE BSA 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. THE COMPENSATED OFFICERS LISTED ON THE FORM 990 ARE PAID BY BSA BUSINESS SOFTWARE ALLIANCE, INC.. FOR ALL REPORTED INDIVIDUALS, COMPENSATION IS REVIEWED ANNUALLY. COMPENSATION PAID TO OTHER NONPROFIT EXECUTIVES IN COMPARABLE POSITIONS IS CONSIDERED DURING THIS PROCESS. THOSE LISTED ON THE FORM 990 ARE SUBJECT TO AN ANNUAL PERFORMANCE REVIEW. THEIR MERIT INCREASE, IF ANY, IS DETERMINED BASED ON PERFORMANCE. THEIR BONUS, IF ELIGIBLE AND IF EARNED, IS DETERMINED BASED ON THEIR PERFORMANCE VERSUS PREDEFINED GOALS AND OBJECTIVES. PART I, LINE 7 BONUSES ARE DETERMINED BASED ON PERFORMANCE. MAXIMUM PERFORMANCE BONUS ELIGIBILITY PERCENTAGE IS INCLUDED IN EMPLOYMENT CONTRACT. ACTUAL BONUSES ARE DETERMINED BY EMPLOYEE REVIEW BY SUPERVISOR DURING YEAR END REVIEW. FORM 990, PART VI, SECTION A, LINE 6 SOFTWARE EDUCATION FOUNDATION IS A MEMBERSHIP CORPORATION WITH BSA BUSINESS SOFTWARE ALLIANCE, INC., A DISTRICT OF COLUMBIA NONPROFIT CORPORATION, AS ITS SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A SOFTWARE EDUCATION FOUNDATION IS A MEMBERSHIP CORPORATION WITH BSA BUSINESS SOFTWARE ALLIANCE, INC., A DISTRICT OF COLUMBIA NONPROFIT CORPORATION, AS ITS SOLE MEMBER. AS THE SOLE MEMBER OF THE FOUNDATION, BSA ELECTS ALL THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS, AND BSA HAS APPROVAL RIGHTS OVER AMENDMENTS TO THE FOUNDATION'S BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B AS THE SOLE MEMBER OF THE FOUNDATION, BSA ELECTS ALL THE MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS, AND BSA HAS APPROVAL RIGHTS OVER AMENDMENTS TO THE FOUNDATION'S BYLAWS. 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 SOFTWARE EDUCATION FOUNDATION 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, THE ORGANIZATION REGULARLY INFORMS ITS MEMBERS OF THIS POLICY AND ALSO PUBLICIZES METHODS TO REPORT CONFLICTS VIA A CONFIDENTIAL HOTLINE. FORM 990, PART VI, SECTION B, LINE 15 VICTORIA ESPINEL, DIRECTOR AND PRESIDENT OF THE FOUNDATION, IS PAID BY BSA BUSINESS SOFTWARE ALLIANCE, INC. THE BSA 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. THE COMPENSATED OFFICERS LISTED ON THE FORM 990 ARE PAID BY BSA BUSINESS SOFTWARE ALLIANCE, INC. FOR ALL REPORTED INDIVIDUALS, COMPENSATION IS REVIEWED ANNUALLY. COMPENSATION PAID TO OTHER NONPROFIT EXECUTIVES IN COMPARABLE POSITIONS IS CONSIDERED DURING THIS PROCESS. THOSE LISTED ON THE FORM 990 ARE SUBJECT TO AN ANNUAL PERFORMANCE REVIEW. THEIR MERIT INCREASE, IF ANY, IS DETERMINED BASED ON PERFORMANCE. THEIR BONUS, IF ELIGIBLE AND IF EARNED, IS DETERMINED BASED ON THEIR 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 IX, LINE 11G HR SUPPORT: PROGRAM SERVICE EXPENSES 2,936. MANAGEMENT AND GENERAL EXPENSES 155. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,091. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 444. MANAGEMENT AND GENERAL EXPENSES 23. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 467. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 19,420. MANAGEMENT AND GENERAL EXPENSES 1,022. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,442. FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED SINCE THE PRIOR TAX YEAR. BSA BUSINESS SOFTWARE ALLIANCE INC 200 MASSACHUSETTS AVE NW STE 310 WASHINGTON DC 20001 061242574 TRADE ASSOCIATION DC 501(C)(6) N/A 0 BUSINESS SOFTWARE ALLIANCE DO BRAZIL RUA SAMUEL MORSE NO 134-BROOK SAO PAULO BR 04576-050 TRADE ASSOCIATION BR BSA 0 BSA THE SOFTWARE ALLIANCE PAC 200 MASSACHUSETTS AVE NW STE 310 WASHINGTON DC 20001 841693724 CAMPAIGN SUPPORT DC 527 BSA 0 BSA SOFTWARE SERVICES INC 200 MASSACHUSETTS AVE NW STE 310 WASHINGTON DC 20001 472868237 TELEMKTG SOFT DE N/A C 0 BSA SOFTWARE SERVICES DO BRASIL RUA SAMUEL MORSE 134 - 62 CIDADE M SAO PAULO BR TELEMKTG SOFT BR N/A C 0 BEIJING SOFT BUSINESS SOFTWARE SERVICES COMPANY 1501 12TH FL UNIT 1 BUILDING 8 XIAOYUNLI BEIJING CH SOFTWARE SUPPORT SVCS CH N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0