SCRUM ALLIANCE INC (EIN 205825034) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

TRISTAN BOUTROS

Phone

3174523970

Tax Period

2023-01-01 to 2023-12-31

SCRUM ALLIANCE INC, founded in 2006, is a mid-sized nonprofit in the Community Improvement sector that reported $20.9M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $18.5M left a modest 11% surplus.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $19,617,891

Investment Income $1,240,220

Other Revenue $12,350

TOTAL REVENUE $20,870,461

Expense Breakdown

Grants Paid $276,151

Salaries & Benefits $8,050,515

Fundraising Expenses $0

Other Expenses $10,159,698

TOTAL EXPENSES $18,486,364

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,870,461	$19,009,251	+0.1%
Expenses	$18,486,364	$12,263,183	+0.5%
Net Income	$2,384,097	$6,746,068	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$927,151

Total Directors

$1,030,051

Key Employees

$1,198,304

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRISTAN BOUTROS	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$750,960	$16,278	$767,238
SOREN FILBERT	VICE CHAIR- BEGINING JAN	10.00	Officer Director	$37,140	$0	$37,140
EVELYN TIAN	SECRETARY	10.00	Officer Director	$33,875	$0	$33,875
MICHAEL SCHIEBEL	DIRECTOR	6.00	Director	$27,000	$0	$27,000
AANU GOPALD	DIRECTOR	6.00	Director	$31,875	$0	$31,875
MALENE MARIE BENDIXEN JACOBSEN	DIRECTOR	6.00	Director	$24,900	$0	$24,900
MARC BROWN	DIRECTOR- BEGINING JAN	6.00	Director	$19,125	$0	$19,125
KEN BERRYMAN	VICE CHAIR- THRU JAN	10.00	Officer Director	$9,440	$0	$9,440
MICHAEL MEISSNER	CHAIR	10.00	Officer Director	$43,203	$0	$43,203
MARJAN POURAN	TREASURER	10.00	Officer Director	$36,255	$0	$36,255
RENEE MZYK	CHIEF COMMUNITY OFFICER- THRU NOV	40.00	Key Emp	$521,033	$16,205	$537,238
ANGELA STECOVICH	CHIEF OPERATING OFFICER	40.00	Key Emp	$385,979	$29,130	$415,109
TRACEE JEAN ALIOTTI	CHIEF MARKETING OFFICER	40.00	Key Emp	$230,820	$15,137	$245,957
SEAN KERSTIENS	HEAD OF TECHNOLOGY	40.00	Highest	$174,502	$42,359	$216,861
LISA REEDER	HEAD OF SERVICE PROVIDERS	40.00	Highest	$184,489	$30,406	$214,895
PAUL BALLEW	SENIOR SOFTWARE ENGINEER	40.00	Highest	$172,434	$29,419	$201,853
IAN CARR	HEAD OF PRODUCT	40.00	Highest	$149,790	$41,167	$190,957
DAVID CHAD MUELLER	SENIOR SOFTWARE ENGINEER	40.00	Highest	$142,634	$33,540	$176,174

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$20,870,461	$18,486,364	$55,034,460	$2,384,097
2022	$19,009,251	$12,263,183	$49,636,846	$6,746,068
2021	$21,000,085	$13,215,524	$46,979,666	$7,784,561
2020	$17,133,512	$16,709,813	$37,573,100	$423,699
2019	$16,435,543	$16,107,995	$32,260,813	$327,548
2018	$18,573,068	$14,411,632	$28,833,195	$4,161,436

SCRUM ALLIANCE INC