2024-11-12T13:03:23-06:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2023-01-01 205825034 SCRUM ALLIANCE INC SCRU 3174523970 7237 CHURCH RANCH BLVD 410 WESTMINSTER CO 80021 TRISTAN BOUTROS CEO 3174523970 2024-11-05 1 1 CASSE TATE P01271193 3175802000 2024-11-05 2023 2024-10-15 13:58:12Z TRISTAN BOUTROS 7237 CHURCH RANCH BLVD 410 WESTMINSTER CO 80021 56043217 0 X WWW.SCRUMALLIANCE.ORG X 2006 CO SCRUM 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. 9 5 57 88 0 0 0 0 18888213 19617891 109968 1240220 11070 12350 19009251 20870461 273915 276151 0 0 6354760 8050515 0 0 0 5634508 10159698 12263183 18486364 6746068 2384097 49636846 55034460 19480012 18627758 30156834 36406702 SCRUM 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. 0 0 SCRUM 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. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 66 0 1 57 1 0 0 0 0 0 0 0 0 X 9 5 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN CA X X SCRUM ALLIANCE INC 3174523970 7237 CHURCH RANCH BLVD STE 410 WESTMINSTER CO 80021 TRISTAN BOUTROS CHIEF EXECUTIVE OFFICER 40.00 X X 750960 0 16278 SOREN FILBERT VICE CHAIR- BEGINING JAN 10.00 X X 37140 0 0 EVELYN TIAN SECRETARY 10.00 X X 33875 0 0 MICHAEL SCHIEBEL DIRECTOR 6.00 X 27000 0 0 AANU GOPALD DIRECTOR 6.00 X 31875 0 0 MALENE MARIE BENDIXEN JACOBSEN DIRECTOR 6.00 X 24900 0 0 MARC BROWN DIRECTOR- BEGINING JAN 6.00 X 19125 0 0 KEN BERRYMAN VICE CHAIR- THRU JAN 10.00 X X 9440 0 0 MICHAEL MEISSNER CHAIR 10.00 X X 43203 0 0 MARJAN POURAN TREASURER 10.00 X X 36255 0 0 RENEE MZYK CHIEF COMMUNITY OFFICER- THRU NOV 40.00 X 521033 0 16205 ANGELA STECOVICH CHIEF OPERATING OFFICER 40.00 X 385979 0 29130 TRACEE JEAN ALIOTTI CHIEF MARKETING OFFICER 40.00 X 230820 0 15137 SEAN KERSTIENS HEAD OF TECHNOLOGY 40.00 X 174502 0 42359 LISA REEDER HEAD OF SERVICE PROVIDERS 40.00 X 184489 0 30406 PAUL BALLEW SENIOR SOFTWARE ENGINEER 40.00 X 172434 0 29419 IAN CARR HEAD OF PRODUCT 40.00 X 149790 0 41167 DAVID CHAD MUELLER SENIOR SOFTWARE ENGINEER 40.00 X 142634 0 33540 2975454 0 253641 21 0 1 0 PWC HOLDINGS NO 21 LLC 4040 W BOY SCOUT BLVD TAMPA FL 33607 LONG RANGE PLANNING, CONSULTING SERVICES 1391259 JACKSONWALKER LLP PO BOX 130989 DALLAS TX 753130989 LEGAL SERVICES 661886 RAI AMSTERDAM CONVENTION CENTRE PO BOX 77777 MS AMSTERDAM NL EVENT FOOD, BEVERAGE, & FACILITY 429868 OREGON CONVENTION CENTER 600 NE GRAND AVE PORTLAND OR 97232 EVENT FOOD, BEVERAGE, & FACILITY 399623 CODAL INC 433 VAN BUREN SUITE 205 CHICAGO IL 60607 MARKETING SERVICES 349118 15 EDUCATION REVENUE 611430 18432291 18432291 EVENT REVENUE 611430 1185600 1185600 19617891 1244785 1244785 12350 12350 35168191 35172756 -4565 -4565 -4565 20870461 19617891 0 1252570 8110 268041 2228355 4632081 145706 585916 458457 655115 139891 186900 618075 1283315 65811 1059254 575769 408309 83406 91121 ADMIN AGENCY & CONTRACT 1937021 EVENT EXPENSES 1914108 MERCHANT FEES 589528 EDUCATION AND TRAINING 546177 5898 18486364 5151172 5863390 10437017 7731972 3550 9840 559077 603374 1421600 1211961 223308 209639 31927465 39545540 33654 31384 90000 90000 1211603 949321 49636846 55034460 896575 1335592 17525899 16531814 1057538 760352 19480012 18627758 X 30156834 36406702 30156834 36406702 49636846 55034460 2384097 3865771 0 X X 0 1 X 1 0 0 1 0 460813 410699 50114 802210 642685 159525 158577 158577 0 209639 LEASE LIABILITY 760352 760352 X 24549332 3865771 3865771 20683561 186900 186900 20870461 18299464 0 18299464 186900 186900 18486364 PART X, LINE 2: SCRUM 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. 1 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 83572 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES SPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS & SAI GSG AMSTERDAM 2023 815905 SOUTH AMERICA 0 0 PROGRAM SERVICES GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 44272 SOUTH ASIA 0 0 PROGRAM SERVICES GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 14999 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS 19820 NORTH AMERICA 0 0 PROGRAM SERVICES GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 1965 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 1000 0 0 0 0 0 0 981533 0 981533 EAST ASIA AND THE PACIFIC GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 83572 CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) SPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS 102413 CHECK 0 SOUTH AMERICA GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 44272 CHECK 0 SOUTH ASIA GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 14999 CHECK 0 SUB-SAHARAN AFRICA SPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS 19820 CHECK 0 4 33 0 0 0 0 0 0 PART I, LINE 2: SCRUM 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. X X X X X X 1 0 0 TRISTAN BOUTROS CHIEF EXECUTIVE OFFICER 600000 0 150000 0 960 0 16278 0 0 0 767238 0 0 0 RENEE MZYK CHIEF COMMUNITY OFFICER- THRU NOV 248224 0 75000 0 197809 0 16205 0 0 0 537238 0 0 0 ANGELA STECOVICH CHIEF OPERATING OFFICER 279519 0 105500 0 960 0 16500 0 12630 0 415109 0 0 0 TRACEE JEAN ALIOTTI CHIEF MARKETING OFFICER 196300 0 33800 0 720 0 7715 0 7422 0 245957 0 0 0 SEAN KERSTIENS HEAD OF TECHNOLOGY 161542 0 12000 0 960 0 8725 0 33634 0 216861 0 0 0 LISA REEDER HEAD OF SERVICE PROVIDERS 164939 0 18590 0 960 0 9224 0 21182 0 214895 0 0 0 PAUL BALLEW SENIOR SOFTWARE ENGINEER 158490 0 12984 0 960 0 8237 0 21182 0 201853 0 0 0 IAN CARR HEAD OF PRODUCT 137790 0 11040 0 960 0 7533 0 33634 0 190957 0 0 0 DAVID CHAD MUELLER SENIOR SOFTWARE ENGINEER 129774 0 11900 0 960 0 0 0 33540 0 176174 0 0 0 PART I, LINE 3 THE 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 4A RENEE MZYK -$196,929. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE ELECTED BY MEMBERS AND BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL 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 15 THE 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 18 THE FORMS 990 AND FORM 1024 ARE AVAILABLE FOR DOWNLOAD ON SCRUM ALLIANCE'S WEBSITE: WWW.SCRUMALLIANCE.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE 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 2A THE ORGANIZATION USED A PROFESSIONAL EMPLOYER ORGANIZATION FOR ITS PAYROLL. PAYROLL FORMS WERE FILED UNDER THE NAME AND EIN OF THE PEO.