2025-11-12T10:33:04-06:00 2024-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2024-01-01 205825034 SCRUM ALLIANCE INC SCRU 3174523970 7237 CHURCH RANCH BLVD 410 WESTMINSTER CO 80021 TRISTAN BOUTROS CEO 3174523970 2025-11-07 1 1 CASSE TATE P01271193 3175802000 2025-11-07 2024 2025-03-06 01:10:19Z TRISTAN BOUTROS 7237 CHURCH RANCH BLVD 410 WESTMINSTER CO 80021 45813830 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. 8 7 55 90 0 0 0 0 19617891 18246341 1240220 2491940 12350 7500 20870461 20745781 276151 354353 0 0 8050515 8969200 0 0 0 10159698 13343295 18486364 22666848 2384097 -1921067 55034460 54498228 18627758 17851266 36406702 36646962 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 60 0 1 55 1 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IN X X SCRUM ALLIANCE INC 3174523970 7237 CHURCH RANCH BLVD STE 410 WESTMINSTER CO 80021 TRISTAN BOUTROS CHIEF EXECUTIVE OFFICER 40.00 X X 855960 0 39760 SOREN FILBERT CHAIR 10.00 X X 31211 0 0 MICHAEL SCHIEBEL TREASURER 10.00 X X 21375 0 0 JENNIFER DAVIS SECRETARY 10.00 X X 21375 0 0 MARC BROWN DIRECTOR 6.00 X 21000 0 0 AANU GOPALD DIRECTOR 6.00 X 19125 0 0 MALENE MARIE BENDIXEN JACOBSEN DIRECTOR 6.00 X 19125 0 0 DHAVAL PANCHAL DIRECTOR 6.00 X 19125 0 0 MARJAN POURAN DIRECTOR THRU AUGUST 6.00 X 14898 0 0 ANGELA STECOVICH CHIEF OPERATING OFFICER 40.00 X 260960 0 36621 TRACEE JEAN ALIOTTI CHIEF MARKETING OFFICER 40.00 X 260960 0 25180 DANIELLE DELUISE CHIEF PRODUCT OFFICER 40.00 X 171105 0 22039 CHETNA LIMBANI CHIEF DELIVERY OFFICER 40.00 X 199845 0 22140 JOSEPH CAHILL CHIEF COMMERCIAL OFFICER 40.00 X 379922 0 0 ADAM NELSON GENERAL COUNSEL 40.00 X 295960 0 38611 SEAN KERSTIENS PRINCIPAL ARCHITECT 40.00 X 175960 0 46233 PAUL BALLEW SENIOR SOFTWARE ENGINEER 40.00 X 160710 0 31608 LISA REEDER HEAD OF SERVICE PROVIDERS 40.00 X 218236 0 4790 3146852 0 266982 20 0 1 0 PWC HOLDINGS NO 21 LLC 4040 W BOY SCOUT BLVD TAMPA FL 33607 CONSULTING 1994000 SWEETRUSH INC 1728 OCEAN AVE SAN FRANCISCO CA 94112 PRODUCT DEVELOPMENT 1696570 CODAL INC 433 VAN BUREN SUITE 205 CHICAGO IL 60607 MARKETING SERVICES 1182537 META PLATFORMS INC 1601 WILLOW RD MELNO PARK CA 94025 MARKETING SERVICES 705548 NEW ORLEANS RIVERSIDE LESSEE LLC 2 POYDRAS ST NEW ORLEANS LA 70130 EVENT FOOD, BEVERAGE & FACILITY 494804 14 EDUCATION REVENUE 611430 17423377 17423377 EVENT REVENUE 611430 822964 822964 18246341 1468019 1468019 7500 7500 26091970 25068049 1023921 1023921 1023921 20745781 18246341 0 2499440 31250 323103 2062356 5470235 181235 739135 516239 460751 122908 226710 870053 1837596 106279 852235 556473 246976 91175 93843 AGENCY & CONTRACTOR EXP 5980131 EVENT EXPENSES 1072371 MERCHANT FEES 543138 EDUCATION AND TRAINING 226511 56145 22666848 5863390 4437233 7731972 3017662 9840 5368 603374 922921 1439951 1303135 209639 136816 39545540 45184701 31384 29257 90000 90000 949321 674270 55034460 54498228 1335592 2246287 16531814 15162309 760352 442670 18627758 17851266 X 36406702 36646962 36406702 36646962 55034460 54498228 -1921067 2161327 0 X X 0 1 X 1 0 0 1 0 460813 428504 32309 820561 716054 104507 158577 158577 0 136816 LEASE LIABILITY 442670 442670 X 22680398 2161327 2161327 20519071 226710 226710 20745781 22440138 0 22440138 226710 226710 22666848 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 2024 AND 2023. 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 2021. 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 - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 98000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES SPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS 110200 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM SERVICES GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 31000 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 52000 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 PROGRAM SERVICES SPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS 28300 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 200 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 1400 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS 2000 0 0 0 0 0 0 323100 0 323100 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 98000 CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS 110200 CHECK 0 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 31000 CHECK 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, GATHERING FOR MEMBER AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 52000 CHECK 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, SPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS 28300 CHECK 0 0 18 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. 1 AGILEALLIANCE 6525 IDUMEA RD CORRYTON TN 37721 364485515 501(C)(6) 25000 0 SPONSORSHIP OF OTHER ORGANIZATION'S GATHERING EVENTS 0 1 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 615000 0 240000 0 960 0 16659 0 23101 0 895720 0 0 0 JOSEPH CAHILL CHIEF COMMERCIAL OFFICER 108814 0 0 0 271108 0 0 0 0 0 379922 0 0 0 ADAM NELSON GENERAL COUNSEL 290000 0 5000 0 960 0 14798 0 23813 0 334571 0 0 0 ANGELA STECOVICH CHIEF OPERATING OFFICER 260000 0 0 0 960 0 13048 0 23573 0 297581 0 0 0 TRACEE JEAN ALIOTTI CHIEF MARKETING OFFICER 260000 0 0 0 960 0 13094 0 12086 0 286140 0 0 0 LISA REEDER HEAD OF SERVICE PROVIDERS 95155 0 0 0 123081 0 4790 0 0 0 223026 0 0 0 SEAN KERSTIENS PRINCIPAL ARCHITECT 175000 0 0 0 960 0 8798 0 37435 0 222193 0 0 0 CHETNA LIMBANI CHIEF DELIVERY OFFICER 194205 0 5000 0 640 0 6103 0 16037 0 221985 0 0 0 DANIELLE DELUISE CHIEF PRODUCT OFFICER 165385 0 5000 0 720 0 5650 0 16389 0 193144 0 0 0 PAUL BALLEW SENIOR SOFTWARE ENGINEER 159750 0 0 0 960 0 8035 0 23573 0 192318 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 JOSEPH CAYHILL - $270,788 LISA REEDER - $122,441 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.