SCRUM ALLIANCE INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SCRUM ALLIANCE INC (EIN 20-5825034)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-15
IRS object ID
201412599349300121
Schema version
2013v3.0
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)
Return2014-09-15T13:13:02-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351140303PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHERCK HUSSEY JOHNSON & MCNAUGHTON LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11402 N CAPITOL AVE SUITE 150AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462022316ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205825034EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCRUM ALLIANCE INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSCRUBusinessNameControlTxt
Phone3035985039PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11675 BROADWAY NO 1200AddressLine1
CityDENVERCity
StateCOState
ZIP Code80202ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL MCEWANPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone3035985039PhoneNum
Signature2014-09-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWN ANTELL CPAPreparerPersonNm
PTINP00365876PTIN
Phone3172360888PhoneNum
Preparation2014-09-16PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCAROL MCEWANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11675 BROADWAY NO 1200AddressLine1
CityDENVERCity
StateCOState
ZIP Code80202ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$6,487,780GrossReceiptsAmt
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 WIDESPREAD ADOPTION AND EFFECTIVE PRACTICE OF SCRUM TO TRANSFORM THE WORLD OF WORK THROUGH INCREASED EMPLOYEE ENGAGEMENT AND IMPROVE BUSINESS RESULTS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$65,050PYContributionsGrantsAmt
CY Contributions Grants$64,855CYContributionsGrantsAmt
PY Program Service Revenue$5,496,826PYProgramServiceRevenueAmt
CY Program Service Revenue$6,411,460CYProgramServiceRevenueAmt
PY Investment Income$5,643PYInvestmentIncomeAmt
CY Investment Income$11,465CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,567,519PYTotalRevenueAmt
CY Total Revenue$6,487,780CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$647,275PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,120,332CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,404,836PYOtherExpensesAmt
CY Other Expenses$3,907,580CYOtherExpensesAmt
PY Total Expenses$3,052,111PYTotalExpensesAmt
CY Total Expenses$5,027,912CYTotalExpensesAmt
PY Revenues Less Expenses$2,515,408PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,459,868CYRevenuesLessExpensesAmt
Total Assets BOY$6,930,453TotalAssetsBOYAmt
Total Assets EOY$9,067,180TotalAssetsEOYAmt
Total Liabilities BOY$1,841,454TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,518,313TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,088,999NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,548,867NetAssetsOrFundBalancesEOYAmt
MissionSCRUM 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescSCRUM 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.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
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 MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
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
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document32IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCRUM ALLIANCEBusinessNameLine1
FieldValueIRS element (for citing)
Phone8554672786PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11427 W 86TH STREET SUITE 113AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46260ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MIKE COHN
BOARD MEMBER1.00Yes (X)$0$0$0
STEVEN FRAM
SECRETARY1.00Yes (X)$0$0$0Yes (X)
DANIEL HINTZ
TREASURER2.50Yes (X)$0$0$0Yes (X)
HARVEY WHEATON
CHAIRMAN OF THE BOARD1.00Yes (X)$28,517$0$0Yes (X)
STEVE FORTE
BOARD MEMBER1.00Yes (X)$0$0$0
CHRIS GUZIKOWSKI
BOARD MEMBER1.00Yes (X)$0$0$0
PETE DEEMER
BOARD MEMBER1.00Yes (X)$300$0$0
BOB HARTMAN
BOARD MEMBER1.00Yes (X)$0$0$0
STEVEN DENNING
BOARD MEMBER1.00Yes (X)$0$0$0
CAROL MCEWAN
MANAGING DIRECTOR40.00$189,000$0$15,679Yes (X)
MILESTONE ADVISORS LLC
CONTRACT CONTROLLER40.00$134,129$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$351,946TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$15,679TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
BURNS MARKETING COMMUNICATIONS
4848 THOMPSON PARKWAY FLOOR 4JOHNSTOWNCO80534MARKETING$789,203
AGILE CONSULTING LLC
3276 SHADLYLAKE DRIVELOVELANDOH45140CONSULTING$233,179
BRAND MENTORING LLC
4643 SOUTH ULSTER STREET SUITE 800DENVERCO80237MARKETING$219,195
BLANK ROME LLP
PO BOX 8500PHILADELPHIAPA19178ATTORNEY$139,371
MILESTONE ADVISORS
6053 NORTH COLLEGEINDIANPOLISIN46220ACCOUNTING$134,129
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
All Other Contributions$64,855AllOtherContributionsAmt
Total Contributions$64,855TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CLASS REVENUE900099$3,517,965$3,517,965
CERTIFICATIONS900099$2,016,824$2,016,824
GATHERINGS900099$787,606$787,606
CSD PROGRAM900099$65,065$65,065
BASIC MEMBERSHIPS900099$24,000$24,000
FieldValueIRS element (for citing)
Total Program Service Revenue$6,411,460TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,465TotalRevenueColumnAmt
Exclusion$11,465ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,487,780TotalRevenueColumnAmt
Related Or Exempt Func Income$6,411,460RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,465ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$367,625TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$627,854TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$46,190TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$78,663TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$139,601TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,175TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,551,875TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$76,370TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$46,011TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$150,774TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$203,931TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,794TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$23,164TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$23,095TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MEETING EXPENSE FOR GAT$1,139,891
OTHER PROGRAM SUPPORT$288,521
REGONLINE, BANK AND CRE$229,457
ALL OTHER EXPENSES$9,921

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,027,912TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,544,520BOYAmt
EOY$4,984,904EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,476,428BOYAmt
EOY$2,986,136EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$611,354BOYAmt
EOY$648,518EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$15,441BOYAmt
EOY$3,332EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$231,811BOYAmt
EOY$404,875EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,339LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,324LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,027BOYAmt
EOY$17,015EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$15,472BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,400BOYAmt
EOY$22,400EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,930,453BOYAmt
EOY$9,067,180EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$98,408BOYAmt
EOY$155,901EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,743,046BOYAmt
EOY$2,362,412EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,841,454BOYAmt
EOY$2,518,313EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,088,999BOYAmt
EOY$6,548,867EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,088,999BOYAmt
EOY$6,548,867EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,930,453BOYAmt
EOY$9,067,180EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,459,868ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,339OtherCostOrOtherBasisAmt
Depreciation$14,324DepreciationAmt
Book Value$17,015BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$17,015TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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 2013. WITH FEW EXCEPTIONS, SCRUM IS NO LONGER SUBJECT TO EXAMINATIONS BY FEDERAL OR STATE TAX AUTHORITIES FOR YEARS BEFORE 2011.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
PARIS, FRANCE, CROATIA, AUSTRIA00PROGRAM SERVICESGATHERING FOR MEMBERS AND SPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$466,399
JAPAN, AUSTRALIA, VIETNAM, MALYSIA00PROGRAM SERVICESSPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$119,550
TORONTO00PROGRAM SERVICESSPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$6,000
INDIA00PROGRAM SERVICESSPONSORSHIPS OF OTHER ORGANIZATION'S GATHERING EVENTS$25,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$616,949SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$616,949TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCAROL MCEWANPersonNm
TitleMANAGING DIRECTORTitleTxt
Base Compensation Filing Org$165,375BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$23,625BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$189,000TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (8 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MIKE COHN
BOARD MEMBER & CST; PRESIDENT OF MOUNTAIN GOAT SOFTWARE$88,250MOUNTAIN GOAT SOFTWARE 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
PETE DEEMER
BOARD MEMBER & CST; OWNER GOOD AGILE$115,415GOOD 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
BOB HARTMAN
BOARD MEMBER & CST; PARTNER AGILE FOR ALL$28,650AGILE 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$28,517SCRUM PAID BOARD MEMBER FOR CONTRACT WORK.0
BOB HARTMAN
BOARD MEMBER & CST; PARTNER AGILE FOR ALL$4,380SCRUM PAID AGILE FOR ALL FOR CSPO & CSM CLASSES ATTENDED BY STAFF.0
MICHELE SLIGER
PRIOR BOARD MEMBER & CST; OWNER SLIGER CONSULTING. INC.$28,000SLIGER CONSULTING, INC. PAID SCRUM FOR STUDENT CLASS REGISTRATIONS. CST'S PAY $50 PER STUDENT FOR CLASS REVENUES. THIS INDIVIDUAL WAS A PRIOR BOARD MEMBER AS WELL AS A CST.0
MITCH LACEY
PRIOR BOARD MEMBER & CST; OWNER MITCH LACEY & ASSOCIATES, INC.$22,350MITCH LACEY & ASSOCIATES, INC. PAID SCRUM FOR STUDENT CLASS REGISTRATIONS. CST'S PAY $50 PER STUDENT FOR CLASS REVENUES. THIS INDIVIDUAL WAS A PRIOR BOARD MEMBER AS WELL AS A CST.0
MITCH LACEY
PRIOR BOARD MEMBER & CST; OWNER MITCH LACEY & ASSOCIATES, INC.$2,300SCRUM PAID MITCH LACEY & ASSOCIATES, INC. FOR CONTRACT WORK.0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 3THE ORGANIZATION USES A CONTRACT CONSULTING FIRM, MILESTONE ADVISORS, LLC TO PERFORM CONTROLLER DUTIES.
FORM 990, PART VI, SECTION A, LINE 8BTHERE 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 11A 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 15ATHE 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 19THE FORMS ARE AVAILABLE FOR DOWNLOAD ON SCRUM ALLIANCES WEBSITE. WWW.SCRUMALLIANCE.ORG
FORM 990, PART IX, LINE 11GADMINISTRATIVE CONTRACT SERVICES 55,887. MARKETING CONTRACT SERVICES 774,100. MEMBERSHIP CONTRACT SERVICES 62,998. DEVELOPMENT CONTRACT SERVICES 587,890. CERTIFICATION CONTRACT SERVICES 71,000.
FORM 990, PART XII, LINE 2CTHERE ARE NO COMMITTEES OTHER THAN THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGNT 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.

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