Scrum Alliance INC FY2020 filing

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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.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
55¢ of each $1 spent went to programs.
$1.5M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $3.1M a year · 16% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
55%
of spending
Worth a look: 55% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.5M
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Plus $30.9M in investments, Pt X · Ln 11–13
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$18.2M
49% of total assets
Looks good: liabilities are 49% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 11 voting members
Worth a look: 2 of 11 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$17.1M
Spent
$16.7M
To programs
55%
Net assets
$19.3M
By yearFY2020–FY2024
Revenue
$17.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$17.1M
FY2021$21.0M
FY2022$19.0M
FY2023$20.9M
FY2024$20.7M
Expenses
$16.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$16.7M
FY2021$13.2M
FY2022$12.3M
FY2023$18.5M
FY2024$22.7M
Net assets
$19.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$19.3M
FY2021$28.7M
FY2022$30.2M
FY2023$36.4M
FY2024$36.6M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

55 cents of each dollar spent went to programs.

Program services 55% · $9.2M

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $1.5M paid to officers and key staff.

Part VII, Section A · reportable compensation
Former Director / CEO / Csm
$282,210Pt VII · Sec A
Director / CEO / Cpo
$282,210Pt VII · Sec A
$160,767Pt VII · Sec A
Employee
$153,040Pt VII · Sec A
$148,186Pt VII · Sec A
Former Employee
$141,585Pt VII · Sec A
$133,776Pt VII · Sec A
$34,125Pt VII · Sec A

Tristan Boutros’s $856K as Chief Executive Officer is at the 93rd percentile of top reported officer pay among 572 $10–100M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Tristan Boutros$855,960$750,960$254,471——
Renee Mzyk—$521,033$293,293$227,717—
Angela Stecovich$260,960$385,979$215,460$168,288$160,767
Joseph Cahill$379,922————
Adam Nelson$295,960————
Howard Sublett——$218,380$291,088$282,210
Melissa Boggs———$135,694$282,210
Tracee Jean Aliotti$260,960$230,820———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes and supports successful adoption of Scrum and Agile practices for better project management.

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Provided by the organization

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1 program · $9.2M · in their own filed words · FY2020
01

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 classes, certification programs and gatherings.

$9.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 8 grants · $176K · 2020–2024
Agilealliance Co PmiPA · FY2024$25,000
Agile AlliancePA · FY2022$22,500
Comparative Agility LLCFY2022$5,080
Agile AlliancePA · FY2021$25,000
HR Transform LLCFY2021$14,500
Business Agility Institute LLCFY2020$51,042
Idg Communications INCFY2020$27,500

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$17.1M
Ln 12
Fees for servicesLn 2g$15.9M
Investment incomeLn 3$1.2M
Other incomeLn 4–11$18K
Money outPt IX
$16.7M
Ln 25
Programscol B$9.2M
Owns and owesPt X
$19.3M
net assets · Ln 32
Cash and savingsLn 1–2$4.0M
Total assetsLn 16$37.6M
LiabilitiesLn 26$18.2M
PeoplePt VI, VII
17
listed · VII A
PaidVII A16
Voting boardVI 1a11
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$15.9M
Investment incomeLn 3$1.2M
Other incomeLn 4–11$18K
Gains on assetsLn 7$653K
Total revenueLn 12$17.1M
Assets in detailPt X, end of year
CashLn 1$2.9M
SavingsLn 2$1.0M
Cash and savings togetherLn 1–2$4.0M
InvestmentsLn 11–13$30.9M
Land, buildings, equipmentLn 10c$323K
Other assetsLn 15$1.8M
Total assetsLn 16$37.6M
LiabilitiesLn 26$18.2M
Net assetsLn 32$19.3M
OperationsPt I, VI
EmployeesI 555
VolunteersI 690
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$3.3M$4.0M
InvestmentsLn 11–13$27.9M$30.9M
Land, buildings, equipmentLn 10c$325K$323K
Total assetsLn 16$32.3M$37.6M
LiabilitiesLn 26$15.4M$18.2M
Net assetsLn 32$16.9M$19.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$100K
Grants and assistance to foreign recipientsLn 3$260K
Pay of current officers, directors and key staffLn 5$865K
Other salaries and wagesLn 7$4.9M
Pension plan contributionsLn 8$142K
Other employee benefitsLn 9$548K
Payroll taxesLn 10$408K
Legal feesLn 11b$5.1M
Accounting feesLn 11c$55K
Investment management feesLn 11f$132K
Other fees for servicesLn 11g$715K
Advertising and promotionLn 12$403K
Office expensesLn 13$201K
Information technologyLn 14$902K
OccupancyLn 16$550K
TravelLn 17$116K
Conferences, conventions and meetingsLn 19$208K
Depreciation, depletion and amortizationLn 22$127K
InsuranceLn 23$49K
Other expenses (24a–d)Ln 24$996K
Total functional expensesLn 25$16.7M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $20.7M$22.7M−$1.9M$36.6M 990 PDF
FY2023 $20.9M$18.5M$2.4M$36.4M 990 PDF
FY2022 $19.0M$12.3M$6.7M$30.2M 990 PDF
FY2021 $21.0M$13.2M$7.8M$28.7M 990 PDF
FY2020 Viewing $17.1M$16.7M$424K$19.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support F · Foreign J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $17,133,512 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $18,865,309$15,891,781
I-10 Investment incomePrior year −$2,175,265$1,223,629
I-11 Other revenuePrior year −$254,501$18,102
I-12 Total revenuePrior year $16,435,543$17,133,512
I-13 Grants and similar amounts paidPrior year $582,636$359,999
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,900,909$6,820,860
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $9,624,450$9,528,954
I-18 Total expensesPrior year $16,107,995$16,709,813
I-19 Revenue less expensesPrior year $327,548$423,699
Part VI · Governance 2 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members2
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $17,133,512 across 6 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,891,781$15,891,781
VIII-3 Investment incomeExcluded from tax $570,266$570,266
VIII-5 RoyaltiesExcluded from tax $20,625$20,625
VIII-7 Net gain or loss on sales of assetsRelated to mission $520 · Excluded from tax $652,843$653,363
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission −$2,523−$2,523
VIII-12 Total revenueRelated to mission $15,889,778 · Unrelated business $0 · Excluded from tax $1,243,734$17,133,512
Part IX · Statement of functional expenses $16,709,813 across 20 lines filed
IX-1 Grants to domestic organizations$100,001
IX-3 Grants and assistance to foreign recipients$259,998
IX-5 Pay of current officers, directors and key staff$864,785
IX-7 Other salaries and wages$4,857,292
IX-8 Pension plan contributions$142,453
IX-9 Other employee benefits$548,372
IX-10 Payroll taxes$407,958
IX-11b Legal fees$5,073,765
IX-11c Accounting fees$55,333
IX-11f Investment management fees$132,017
IX-11g Other fees for services$714,947
IX-12 Advertising and promotion$402,809
IX-13 Office expenses$200,501
IX-14 Information technology$902,411
IX-16 Occupancy$550,218
IX-17 Travel$116,311
IX-19 Conferences, conventions and meetings$208,096
IX-22 Depreciation, depletion and amortization$127,046
IX-23 Insurance$49,385
IX-24 Other expenses (24a–d)$996,115
IX-25 Total functional expenses$16,709,813
Part X · Balance sheet $37,573,100 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $2,447,926$2,921,583
X-2 Savings and temporary cash investmentsStart of year $812,673$1,035,268
X-4 Accounts receivableStart of year $8,129$9,950
X-9 Prepaid expenses and deferred chargesStart of year $646,407$625,529
X-10c Land, buildings and equipment, netStart of year $325,429$323,365
X-11 Publicly traded securitiesStart of year $27,891,558$30,824,196
X-13 Program-related investments$46,670
X-15 Other assetsStart of year $128,691$1,786,539
X-16 Total assetsStart of year $32,260,813$37,573,100
X-17 Accounts payable and accrued expensesStart of year $813,542$1,744,063
X-19 Deferred revenueStart of year $14,586,630$14,681,774
X-26 Total liabilitiesStart of year $15,400,172$18,227,297
X-27 Net assets without donor restrictionsStart of year $16,860,641$19,345,803
X-32 Total net assets or fund balancesStart of year $16,860,641$19,345,803
X-33 Total liabilities and net assetsStart of year $32,260,813$37,573,100
Part XI · Reconciliation of net assets $19,345,803 net assets at year end
XI-1 Total revenue$17,133,512
XI-2 Total expenses$16,709,813
XI-3 Revenue less expenses$423,699
XI-4 Net assets at start of year$16,860,641
XI-5 Net unrealized gains (losses) on investments$2,061,463
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$19,345,803

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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