2015-11-02T08:56:42-06:00 2014-12-31 351140303 SHERCK HUSSEY JOHNSON & MCNAUGHTON LLC 1402 N CAPITOL AVE SUITE 150 INDIANAPOLIS IN 462022316 990 2014-01-01 205825034 SCRUM ALLIANCE INC SCRU 3054318784 7401 CHURCH RANCH BLVD NO 210 WESTMINISTER CO 80021 MANUEL GONZALEZ CHIEF EXECUTIVE OFFICER 3054318784 2015-10-27 1 SHAWN ANTELL CPA P00365876 3172360888 2015-10-20 2014 2016-03-07 17:11:31Z X MANUEL GONZALEZ 7401 CHURCH RANCH BLVD NO 210 WESTMINISTER CO 80021 8464150 0 X WWW.SCRUMALLIANCE.ORG X 2006 CO SCRUM ALLIANCE'S MISSION IS TO PROMOTE WIDESPREAD ADOPTION AND EFFECTIVE PRACTICE OF SCRUM TO TRANSFORM THE WORLD OF WORK THROUGH INCREASED EMPLOYEE ENGAGEMENT AND IMPROVE BUSINESS RESULTS. 10 5 18 0 0 0 64855 129659 6411460 8273388 11465 57249 0 3750 6487780 8464046 0 323087 0 0 1120332 1979364 0 0 0 3907580 4339105 5027912 6641556 1459868 1822490 9067180 11886778 2518313 3502046 6548867 8384732 SCRUM ALLIANCE'S MISSION IS TO PROMOTE WIDESPREAD ADOPTION AND EFFECTIVE PRACTICE OF SCRUM TO TRANSFORM THE WORLD OF WORK THROUGH INCREASED EMPLOYEE ENGAGEMENT AND IMPROVE BUSINESS RESULTS. 0 0 SCRUM ALLIANCE IS ORGANIZED AND OPERATED EXCLUSIVELY FOR PURPOSES OF FURTHERING THE ADVANCEMENT OF THE "SCRUM" FRAMEWORK. ACTIVITIES OF THE ORGANIZATION INCLUDE CLASSES, A CERTIFICATION PROGRAM AND GATHERINGS. 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 X 40 0 1 18 1 0 0 0 0 0 0 X 10 5 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 1 0 0 IN X X SCRUM ALLIANCE 8554672786 1427 W 86TH STREET SUITE 113 INDIANAPOLIS IN 46260 STEVEN FRAM SECRETARY 1.00 X X 0 0 0 HARVEY WHEATON CHAIRMAN OF THE BOARD 2.50 X X 41475 0 0 STEPHEN FORTE BOARD MEMBER 1.00 X 0 0 0 CHRIS GUZIKOWSKI BOARD MEMBER 1.00 X 0 0 0 PAUL DEEMER BOARD MEMBER 1.00 X 4000 0 0 ROBERT HARTMAN ASSISTANT CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 STEPHEN DENNING BOARD MEMBER 1.00 X 0 0 0 MITCH LACEY TREASURER 2.50 X X 250 0 0 EUGENE BOUNDS ASSISTANT TREASURER 1.00 X X 0 0 0 CAROL MCEWAN MANAGING DIRECTOR (UNTIL APRIL 2015) 40.00 X 224750 0 33992 MACCOUNTING CONTRACT CONTROLLER 3.00 X 13710 0 0 PAOLO N GARRON CIBERAY HIGHEST COMPENSATED EMPLOYEE 40.00 X 129375 0 0 JILL PAUL HIGHEST COMPENSATED EMPLOYEE 40.00 X 125226 0 0 DEBRA RENEE MZYK HIGHEST COMPENSATED EMPLOYEE 40.00 X 114375 0 0 AARON BROSEY HIGHEST COMPENSATED EMPLOYEE 40.00 X 109605 0 0 762766 0 33992 5 0 1 0 AGILE CONSULTING LLC 3276 SHADLYLAKE DRIVE LOVELAND OH 45140 CONSULTING 293690 BRAND MENTORING LLC 4643 SOUTH ULSTER STREET SUITE 800 DENVER CO 80237 MARKETING 276429 BLANK ROME LLP PO BOX 8500 PHILADELPHIA PA 19178 ATTORNEY 208932 BURNS MARKETING COMMUNICATIONS 4848 THOMPSON PARKWAY FLOOR 4 JOHNSTOWN CO 80534 MARKETING 179847 XPROGRAMMING INC 11359 PLEASANT VIEW DRIVE PICKNEY MI 48169 CONSULTING 114500 5 129659 129659 CLASS REVENUE 900099 4037253 4037253 CERTIFICATIONS 900099 2741710 2741710 GATHERINGS 900099 1288190 1288190 CSD PROGRAM 900099 178435 178435 BASIC MEMBERSHIPS 900099 27800 27800 8273388 57273 57273 80 104 -24 -24 -24 MISCELLANEOUS 900099 3750 3750 3750 8464046 8277138 0 57249 125082 198005 318177 1374357 26987 105290 154553 213499 16122 6987 305172 709289 59939 530263 459977 30437 16435 29932 MEETING EXPENSE FOR GAT 1427058 BANK AND CREDIT CARD FE 314282 OTHER PROGRAM SUPPORT 203007 ALL OTHER EXPENSES 16706 6641556 4984904 4739923 2986136 3035988 648518 706538 3332 5658 404875 318598 61800 28704 17015 33096 0 3010086 22400 36891 9067180 11886778 155901 204053 2362412 3297993 2518313 3502046 X 6548867 8384732 6548867 8384732 9067180 11886778 X 1822490 13812 -437 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61800 28704 33096 33096 X PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) HAS ISSUED AN INTERPRETATION ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS INTERPRETATION ADDRESSES THE ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE DETERMINATION OF TAX EXEMPT STATUS IS CONSIDERED TO BE A TAX POSITION TAKEN WITH RESPECT TO THE PROVISIONS OF THE INTERPRETATION. SCRUM'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION BASED ON THE EXTENT TO WHICH THOSE POSITIONS HAVE SUBSTANTIAL SUPPORT WITHIN THE INTERNAL REVENUE CODE AND REGULATIONS, REVENUE RULINGS, COURT DECISIONS AND OTHER EVIDENCE. IT IS THE OPINION OF MANAGEMENT THAT SCRUM HAS NO UNCERTAIN TAX POSITIONS. SCRUM WOULD RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE SHOULD THEY OCCUR. THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES IN 2014. WITH FEW EXCEPTIONS, SCRUM IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL OR STATE TAX AUTHORITIES FOR YEARS BEFORE 2012. 0 COSTA RICA 0 0 PROGRAM SERVICES SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 300 CHINA,AUSTRAILIA,JAPAN,MALAYSIA,SINGAPORE,VIETNAM, 0 0 PROGRAM SERVICES GATHERING FOR MEMBERS AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 90500 BELGIUM,CROATIA,CZECH REPUBLIC,UNITED KINGDOM,ITALY,LATVIA 0 0 PROGRAM SERVICES SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 703144 LEBANON,ISRAEL,IRAN,TUNISIA 0 0 PROGRAM SERVICES SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 6500 CANADA,MEXICO 0 0 PROGRAM SERVICES SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 14472 BRAZIL,ARGENTINA,URUGUAY 0 0 PROGRAM SERVICES GATHERING FOR MEMBERS AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 52500 INDIA,BANGLADESH,PAKISTAN 0 0 PROGRAM SERVICES GATHERING FOR MEMBERS AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 76980 SOUTH AFRICA 0 0 PROGRAM SERVICES GATHERING FOR MEMBERS AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS 25000 0 0 0 0 0 0 969396 0 969396 FRANCE 7500 UNITED KINGDOM 9889 UNITED KINGDOM 8293 TURKEY 6000 AUSTRIA 44412 CANADA 6000 SOUTH ASIA 10000 INDIA 10000 INDIA 5000 INDIA 6180 0 0 0 0 0 0 0 BLUEPRINT EDUCATION 5651 W TALAVI BLVD 170 GLENDALE AZ 85306 50000 PROVIDE RESOURCES TO ORGANIZATIONS USING SCRUM GUIDED DESIGN INC PO BOX 162 MEDINA WA 98039 30000 PROVIDE RESOURCES TO ORGANIZATIONS USING SCRUM AGILE ALLIANCE INC 1425 CARIBOU LANE KNOXVILLE TN 37931 25000 PROVIDE RESOURCES TO ORGANIZATIONS USING SCRUM X X X 0 0 0 CAROL MCEWAN MANAGING DIRECTOR (UNTIL APRIL 2015) 200000 0 24750 0 0 0 0 0 0 0 224750 0 0 0 MITCH LACEY BOARD MEMBER & CST; OWNER MITCH LACEY & ASSOCIATES, INC. 21400 MITCH LACEY & ASSOCIATES, INC. PAID SCRUM FOR STUDENT CLASS REGISTRATIONS. CST'S PAY $50 PER STUDENT FOR CLASS REVENUES. THIS INDIVIDUAL WAS A BOARD MEMBER AS WELL AS A CST. 0 PAUL DEEMER BOARD MEMBER & CST; OWNER GOOD AGILE 109775 GOOD AGILE PAID SCRUM FOR STUDENT CLASS REGISTRATIONS. CST'S PAY $50 PER STUDENT FOR CLASS REVENUES. THIS INDIVIDUAL WAS A BOARD MEMBER AS WELL AS A CST. 0 ROBERT HARTMAN BOARD MEMBER & CST; PARTNER AGILE FOR ALL 31200 AGILE FOR ALL PAID SCRUM FOR STUDENT CLASS REGISTRATIONS. CST'S PAY $50 PER STUDENT FOR CLASS REVENUES. THIS INDIVIDUAL WAS A BOARD MEMBER AS WELL AS A CST. 0 HARVEY WHEATON BOARD MEMBER 41475 SCRUM PAID BOARD MEMBER FOR CONTRACT WORK. 0 ROBERT HARTMAN BOARD MEMBER & CST; PARTNER AGILE FOR ALL 4180 SCRUM PAID AGILE FOR ALL FOR CSPO & CSM CLASSES ATTENDED BY STAFF. 0 PAUL DEEMER BOARD MEMBER & CST; OWNER GOOD AGILE 4000 SCRUM PAID BOARD MEMBER FOR TAC COMPENSATION. 0 MITCH LACEY BOARD MEMBER & CST; OWNER MITCH LACEY & ASSOCIATES, INC. 250 SCRUM PAID BOARD MEMBER FOR TAC REVIEWS. 0 FORM 990, PART V, LINE 1C: THE ORGANIZATION HAD NO REPORTABLE PAYMENTS SUBJECT TO THE BACKUP WITHHOLDING RULES. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION USES A CONTRACT CONSULTING FIRM, MACCOUNTING, TO PERFORM CONTROLLER DUTIES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES OTHER THAN THE BOARD OF DIRECTORS, WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE DRAFT WAS SENT TO THE ORGANIZATIONS GOVERNING BODY FOR REVIEW. IT WAS REVIEWED AND APPROVED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USED A COMPENSATION CONSULTING FIRM TO PREPARE A SURVEY OF COMPARABLE COMPENSATION PACKAGES IN THE INDUSTRY IN ORDER TO DETERMINE THE APPROPRIATENESS OF MANAGEMENT FEES AND SALARIES. THE REPORT WAS REVIEWED BY THE BOARD OF DIRECTORS, AND BASED UPON THE FINDINGS IN THAT REPORT THE BOARD APPROVED THE COMPENSATION. THE BOARD OF DIRECTORS RETAINED LEGAL COUNSEL TO DEVELOP A WRITTEN POLICY TO ENSURE THAT ALL COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND ENTERED AT ARMS' LENGTH AND THAT ANY COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE POLICY ENCOURAGES THE APPLICATION OF THE REBUTTABLE PRESUMPTION STANDARD OF CODE SECTION 4958 AND THE RELATED TREASURY REGULATIONS BY (A) EXCLUDING ANY INTERESTED PARTY FROM THE DECISIONMAKING PROCESS; (B) REQUIRING DISINTERESTED BOARD OR COMMITTEE MEMBERS TO OBTAIN AND RELY UPON COMPARABILITY DATA WHEN SETTING THE PROPOSED COMPENSATION TERMS; (C) REQUIRING APPROVAL OF THE TRANSACTION IN ADVANCE BY DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS; AND (D) REQUIRING CONTEMPORANEOUS DOCUMENTATION (I.E., MINUTES) REFLECTING THE DECISION AND THE PROCESS BY WHICH IT WAS MADE. FORM 990, PART VI, SECTION C, LINE 19 THE FORMS ARE AVAILABLE FOR DOWNLOAD ON SCRUM ALLIANCES WEBSITE. WWW.SCRUMALLIANCE.ORG FORM 990, PART XI, LINE 9: LOSS ON DISPOSITION OF EQUIPMENT -437. FORM 990, PART XII, LINE 2C: THERE ARE NO COMMITTEES OTHER THAN THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE REVIEWED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE DURING THE TAX YEAR OF THE OVERSIGHT OR SELECTION PROCESS.