SCRUM ALLIANCE INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SCRUM ALLIANCE INC (EIN 20-5825034)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202403179349305235
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-12T13:03:23-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205825034EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCRUM ALLIANCE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCRUBusinessNameControlTxt
Phone3174523970PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17237 CHURCH RANCH BLVD 410AddressLine1Txt
CityWESTMINSTERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRISTAN BOUTROSPersonNm
Person TitleCEOPersonTitleTxt
Phone3174523970PhoneNum
Signature2024-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCASSE TATEPreparerPersonNm
PTINP01271193PTIN
Phone3175802000PhoneNum
Preparation2024-11-05PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTRISTAN BOUTROSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17237 CHURCH RANCH BLVD 410AddressLine1Txt
CityWESTMINSTERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80021ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$56,043,217GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.SCRUMALLIANCE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StateCOLegalDomicileStateCd
Activity Or MissionSCRUM ALLIANCE'S MISSION IS TO PROMOTE AND SUPPORT AS A COMMON BUSINESS INTEREST THE SUCCESSFUL ADOPTION OF SCRUM AND OTHER AGILE PRODUCT DEVELOPMENT AND PROJECT MANAGEMENT PRACTICES ON A NONPROFIT BASIS, TO THE END OF ENHANCING PROJECT MANAGEMENT AND PRODUCT DEVELOPMENT PRACTICES ACROSS VARIOUS ADOPTING ENTERPRISES.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee57TotalEmployeeCnt
Total Volunteers88TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$18,888,213PYProgramServiceRevenueAmt
CY Program Service Revenue$19,617,891CYProgramServiceRevenueAmt
PY Investment Income$109,968PYInvestmentIncomeAmt
CY Investment Income$1,240,220CYInvestmentIncomeAmt
PY Other Revenue$11,070PYOtherRevenueAmt
CY Other Revenue$12,350CYOtherRevenueAmt
PY Total Revenue$19,009,251PYTotalRevenueAmt
CY Total Revenue$20,870,461CYTotalRevenueAmt
PY Grants And Similar Paid$273,915PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$276,151CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,354,760PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,050,515CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,634,508PYOtherExpensesAmt
CY Other Expenses$10,159,698CYOtherExpensesAmt
PY Total Expenses$12,263,183PYTotalExpensesAmt
CY Total Expenses$18,486,364CYTotalExpensesAmt
PY Revenues Less Expenses$6,746,068PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,384,097CYRevenuesLessExpensesAmt
Total Assets BOY$49,636,846TotalAssetsBOYAmt
Total Assets EOY$55,034,460TotalAssetsEOYAmt
Total Liabilities BOY$19,480,012TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,627,758TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$30,156,834NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,406,702NetAssetsOrFundBalancesEOYAmt
MissionSCRUM ALLIANCE'S MISSION IS TO PROMOTE AND SUPPORT AS A COMMON BUSINESS INTEREST THE SUCCESSFUL ADOPTION OF SCRUM AND OTHER AGILE PRODUCT DEVELOPMENT AND PROJECT MANAGEMENT PRACTICES ON A NONPROFIT BASIS, TO THE END OF ENHANCING PROJECT MANAGEMENT AND PRODUCT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescSCRUM ALLIANCE IS ORGANIZED AND OPERATED EXCLUSIVELY FOR PURPOSES OF FURTHERING THE ADVANCEMENT OF SCRUM AND OTHER AGILE PRODUCT DEVELOPMENT AND PROJECT MANAGEMENT PRACTICES. ACTIVITIES OF THE ORGANIZATION INCLUDE EDUCATION, AWARENESS & ENGAGEMENT, AND EVENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document66IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee57EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCRUM ALLIANCE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3174523970PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17237 CHURCH RANCH BLVD STE 410AddressLine1Txt
CityWESTMINSTERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80021ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
TRISTAN BOUTROS
CHIEF EXECUTIVE OFFICER40.00Yes (X)Yes (X)$750,960$0$16,278
SOREN FILBERT
VICE CHAIR- BEGINING JAN10.00Yes (X)Yes (X)$37,140$0$0
EVELYN TIAN
SECRETARY10.00Yes (X)Yes (X)$33,875$0$0
MICHAEL SCHIEBEL
DIRECTOR6.00Yes (X)$27,000$0$0
AANU GOPALD
DIRECTOR6.00Yes (X)$31,875$0$0
MALENE MARIE BENDIXEN JACOBSEN
DIRECTOR6.00Yes (X)$24,900$0$0
MARC BROWN
DIRECTOR- BEGINING JAN6.00Yes (X)$19,125$0$0
KEN BERRYMAN
VICE CHAIR- THRU JAN10.00Yes (X)Yes (X)$9,440$0$0
MICHAEL MEISSNER
CHAIR10.00Yes (X)Yes (X)$43,203$0$0
MARJAN POURAN
TREASURER10.00Yes (X)Yes (X)$36,255$0$0
RENEE MZYK
CHIEF COMMUNITY OFFICER- THRU NOV40.00$521,033$0$16,205Yes (X)
ANGELA STECOVICH
CHIEF OPERATING OFFICER40.00$385,979$0$29,130Yes (X)
TRACEE JEAN ALIOTTI
CHIEF MARKETING OFFICER40.00$230,820$0$15,137Yes (X)
SEAN KERSTIENS
HEAD OF TECHNOLOGY40.00$174,502$0$42,359Yes (X)
LISA REEDER
HEAD OF SERVICE PROVIDERS40.00$184,489$0$30,406Yes (X)
PAUL BALLEW
SENIOR SOFTWARE ENGINEER40.00$172,434$0$29,419Yes (X)
IAN CARR
HEAD OF PRODUCT40.00$149,790$0$41,167Yes (X)
DAVID CHAD MUELLER
SENIOR SOFTWARE ENGINEER40.00$142,634$0$33,540Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,975,454TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$253,641TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K21IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmProvince Or StateContractorAddress/ForeignAddress/ProvinceOrStateNmCountryContractorAddress/ForeignAddress/CountryCd
PWC HOLDINGS NO 21 LLC
4040 W BOY SCOUT BLVDTAMPAFL33607LONG RANGE PLANNING, CONSULTING SERVICES$1,391,259
JACKSONWALKER LLP
PO BOX 130989DALLASTX753130989LEGAL SERVICES$661,886
RAI AMSTERDAM CONVENTION CENTRE
EVENT FOOD, BEVERAGE, & FACILITY$429,868PO BOX 77777MSAMSTERDAMNL
OREGON CONVENTION CENTER
600 NE GRAND AVEPORTLANDOR97232EVENT FOOD, BEVERAGE, & FACILITY$399,623
CODAL INC
433 VAN BUREN SUITE 205CHICAGOIL60607MARKETING SERVICES$349,118
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K15CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATION REVENUE611430$18,432,291$18,432,291
EVENT REVENUE611430$1,185,600$1,185,600
FieldValueIRS element (for citing)
Total Program Service Revenue$19,617,891TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,244,785TotalRevenueColumnAmt
Exclusion$1,244,785ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,350TotalRevenueColumnAmt
Exclusion$12,350ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$35,168,191SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$35,172,756SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$4,565SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,565TotalRevenueColumnAmt
Exclusion-$4,565ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,870,461TotalRevenueColumnAmt
Related Or Exempt Func Income$19,617,891RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,252,570ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,110TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$268,041TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,228,355TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,632,081TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$145,706TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$585,916TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$458,457TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$655,115TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$139,891TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$186,900TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$618,075TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,283,315TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$65,811TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,059,254TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$575,769TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$408,309TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$83,406TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$91,121TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
ADMIN AGENCY & CONTRACT$1,937,021
EVENT EXPENSES$1,914,108
MERCHANT FEES$589,528
EDUCATION AND TRAINING$546,177

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,898TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$18,486,364TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,151,172BOYAmt
EOY$5,863,390EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,437,017BOYAmt
EOY$7,731,972EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,550BOYAmt
EOY$9,840EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$559,077BOYAmt
EOY$603,374EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,421,600LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,211,961LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$223,308BOYAmt
EOY$209,639EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$31,927,465BOYAmt
EOY$39,545,540EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$33,654BOYAmt
EOY$31,384EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$90,000BOYAmt
EOY$90,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,211,603BOYAmt
EOY$949,321EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$49,636,846BOYAmt
EOY$55,034,460EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$896,575BOYAmt
EOY$1,335,592EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$17,525,899BOYAmt
EOY$16,531,814EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,057,538BOYAmt
EOY$760,352EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,480,012BOYAmt
EOY$18,627,758EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$30,156,834BOYAmt
EOY$36,406,702EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,156,834BOYAmt
EOY$36,406,702EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,636,846BOYAmt
EOY$55,034,460EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,384,097ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,865,771NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$460,813OtherCostOrOtherBasisAmt
Depreciation$410,699DepreciationAmt
Book Value$50,114BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$802,210OtherCostOrOtherBasisAmt
Depreciation$642,685DepreciationAmt
Book Value$159,525BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$158,577OtherCostOrOtherBasisAmt
Depreciation$158,577DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$209,639TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLEASE LIABILITYDesc
Amt$760,352Amt
FieldValueIRS element (for citing)
Total Liability$760,352TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$24,549,332TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,865,771NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,865,771RevenueNotReportedAmt
Revenue Subtotal$20,683,561RevenueSubtotalAmt
Investment Expenses Not Incld$186,900InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$186,900RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$20,870,461TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$18,299,464TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$18,299,464ExpensesSubtotalAmt
Investment Expenses Not Incld2$186,900InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$186,900ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$18,486,364TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationSCRUM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX FOR 2023 AND 2022. SCRUM FILES U.S. FEDERAL INFORMATION RETURNS. SCRUM IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2020. MANAGEMENT BELIEVES THAT SCRUM'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESGATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$83,572
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICESSPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS & SAI GSG AMSTERDAM 2023$815,905
SOUTH AMERICA00PROGRAM SERVICESGATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$44,272
SOUTH ASIA00PROGRAM SERVICESGATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$14,999
SUB-SAHARAN AFRICA00PROGRAM SERVICESSPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS$19,820
NORTH AMERICA00PROGRAM SERVICESGATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$1,965
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESGATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$1,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$981,533SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$981,533TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
EAST ASIA AND THE PACIFICGATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$83,572CHECK$0
EUROPE (INCLUDING ICELAND & GREENLAND)SPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS$102,413CHECK$0
SOUTH AMERICAGATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$44,272CHECK$0
SOUTH ASIAGATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$14,999CHECK$0
SUB-SAHARAN AFRICASPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS$19,820CHECK$0
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org33TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSCRUM AWARDS AND ACTIVELY WORKS WITH ORGANIZATIONS RECEIVING A GRANT AND MONITORS THE USE OF FUNDS TO ENSURE ALIGNMENT WITH PURPOSE DESIGNATED IN THEIR SPONSORSHIP AGREEMENT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
TRISTAN BOUTROS
CHIEF EXECUTIVE OFFICER$600,000$0$150,000$0$960$0$16,278$0$0$0$767,238$0$0$0
RENEE MZYK
CHIEF COMMUNITY OFFICER- THRU NOV$248,224$0$75,000$0$197,809$0$16,205$0$0$0$537,238$0$0$0
ANGELA STECOVICH
CHIEF OPERATING OFFICER$279,519$0$105,500$0$960$0$16,500$0$12,630$0$415,109$0$0$0
TRACEE JEAN ALIOTTI
CHIEF MARKETING OFFICER$196,300$0$33,800$0$720$0$7,715$0$7,422$0$245,957$0$0$0
SEAN KERSTIENS
HEAD OF TECHNOLOGY$161,542$0$12,000$0$960$0$8,725$0$33,634$0$216,861$0$0$0
LISA REEDER
HEAD OF SERVICE PROVIDERS$164,939$0$18,590$0$960$0$9,224$0$21,182$0$214,895$0$0$0
PAUL BALLEW
SENIOR SOFTWARE ENGINEER$158,490$0$12,984$0$960$0$8,237$0$21,182$0$201,853$0$0$0
IAN CARR
HEAD OF PRODUCT$137,790$0$11,040$0$960$0$7,533$0$33,634$0$190,957$0$0$0
DAVID CHAD MUELLER
SENIOR SOFTWARE ENGINEER$129,774$0$11,900$0$960$0$0$0$33,540$0$176,174$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE ORGANIZATION'S BOARD COMPENSATION & HUMAN RESOURCE COMMITTEE REVIEWS CEO AND EXECUTIVE COMPENSATION ANNUALLY. IN CONNECTION WITH THIS REVIEW, THIRD PARTY SALARY SURVEYS, INPUT FROM OUTSIDE CONSULTANTS AND OTHER PUBLIC INFORMATION FOR PEER GROUPS ARE EVALUATED. THE COMPENSATION OF THESE INDIVIDUALS IS APPROVED BY THE BOARD IN CONNECTION WITH ITS ANNUAL BUDGET APPROVAL PROCESS. CEO COMPENSATION, THE BOARD COMPENSATION AND HR COMMITTEE CONDUCTS AN ANNUAL COMPENSATION STUDY WITH AN EXTERNAL CONSULTANT. BASED ON THE FINDINGS OF THE STUDY THE COMPENSATION AND HR COMMITTEE RECOMMEND THE CEO COMPENSATION TO THE FULL BOARD FOR APPROVAL.
PART I, LINE 4ARENEE MZYK -$196,929.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ABOARD MEMBERS ARE ELECTED BY MEMBERS AND BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CANNUAL DECLARATION IS REQUIRED FOR ALL DIRECTORS, AND TRAINING IS CONDUCTED ANNUALLY FOR CURRENT AND INCOMING DIRECTORS. DIRECTORS SUBMIT ANY POTENTIAL CONFLICT THAT MAY ARISE THROUGHOUT THE YEAR VIA AN INTERNAL FORM. EACH SUBMISSION IS REVIEWED BY THE AUDIT & FINANCE COMMITTEE, THEN RECOMMENDED TO THE BOARD FOR THEIR CONSIDERATION.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION'S BOARD COMPENSATION & HUMAN RESOURCE COMMITTEE REVIEWS CEO AND EXECUTIVE COMPENSATION ANNUALLY. IN CONNECTION WITH THIS REVIEW, THIRD PARTY SALARY SURVEYS, INPUT FROM OUTSIDE CONSULTANTS AND OTHER PUBLIC INFORMATION FOR PEER GROUPS ARE EVALUATED. THE COMPENSATION OF THESE INDIVIDUALS IS APPROVED BY THE BOARD IN CONNECTION WITH ITS ANNUAL BUDGET APPROVAL PROCESS. CEO COMPENSATION, THE BOARD COMPENSATION AND HR COMMITTEE CONDUCTS AN ANNUAL COMPENSATION STUDY WITH AN EXTERNAL CONSULTANT. BASED ON THE FINDINGS OF THE STUDY THE COMPENSATION AND HR COMMITTEE RECOMMEND THE CEO COMPENSATION TO THE FULL BOARD FOR APPROVAL. EXECUTIVE COMPENSATION - IN 2022, THE COMPENSATION AND HR COMMITTEE HIRED AN EXTERNAL CONSULTANT TO EVALUATE EXECUTIVE COMPENSATION RANGES FOR THE EXECUTIVE TEAM. SALARY RANGES FOR NEW EXECUTIVES' ARE DETERMINED BY AN INDEPENDENT HR SPECIALIST. EXECUTIVE SALARY RANGES ARE REVIEWED AND APPROVED BY THE COMPENSATION AND HR COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 18THE FORMS 990 AND FORM 1024 ARE AVAILABLE FOR DOWNLOAD ON SCRUM ALLIANCE'S WEBSITE: WWW.SCRUMALLIANCE.ORG.
FORM 990, PART VI, SECTION C, LINE 19THE BYLAWS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE INDEPENDENT AUDITORS ARE ENGAGED BY THE AUDIT AND FINANCE COMMITTEE, WHICH ALSO REVIEWS AND ACCEPTS THE INDEPENDENT AUDITED FINANCIAL STATEMENTS. THE AUDIT AND FINANCE COMMITTEE PROVIDES TO THE BOARD OF DIRECTORS A COPY OF THE AUDITED FINANCIALS AND AN OVERVIEW OF THE AUDIT ENGAGEMENT, FINDINGS, AND ITS MEETINGS WITH THE INDEPENDENT AUDITORS.
FORM 990, PART V, LINE 2ATHE ORGANIZATION USED A PROFESSIONAL EMPLOYER ORGANIZATION FOR ITS PAYROLL. PAYROLL FORMS WERE FILED UNDER THE NAME AND EIN OF THE PEO.

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