Civic Intelligence

Information Technology Alliance Inc

990 • Fiscal year 2014 • EIN 13-6214713

Sep 01, 2013 to Aug 31, 2014 • Filed on Jun 29, 2015

23940 N 73rd Place85255

(480) 515-2003

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Net Margin

73rd percentile

11%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

70th percentile

$101,508

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

17%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2012 to 2014

Assets

Up

$437,169

Up $96,387 (+28%) from 2013

Net Assets

Up

$437,169

Up $96,387 (+28%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$897,255

No earlier filing loaded for comparison.

Expenses

Up

$800,868

Up $65,787 (+8.9%) from 2013

Net Income

$96,387

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $432,314Liabilities 2010: $0Net Assets 2010: $432,3142010Assets 2011: $436,173Liabilities 2011: $0Net Assets 2011: $436,1732011Assets 2012: $351,472Liabilities 2012: $0Net Assets 2012: $351,4722012Assets 2013: $340,782Liabilities 2013: $0Net Assets 2013: $340,7822013Assets 2014: $437,169Liabilities 2014: $0Net Assets 2014: $437,1692014Assets 2015: $372,370Liabilities 2015: $0Net Assets 2015: $372,3702015Assets 2016: $353,157Liabilities 2016: $0Net Assets 2016: $353,1572016Assets 2017: $386,550Liabilities 2017: $0Net Assets 2017: $386,5502017Assets 2018: $387,313Liabilities 2018: $0Net Assets 2018: $387,3132018Assets 2019: $378,768Liabilities 2019: $0Net Assets 2019: $378,7682019Assets 2020: $507,757Liabilities 2020: $0Net Assets 2020: $507,7572020Assets 2021: $683,664Liabilities 2021: $0Net Assets 2021: $683,6642021Assets 2022: $454,867Liabilities 2022: $0Net Assets 2022: $454,8672022Assets 2023: $379,760Liabilities 2023: $0Net Assets 2023: $379,7602023Assets 2024: $518,570Liabilities 2024: $0Net Assets 2024: $518,5702024Assets 2025: $532,328Liabilities 2025: $0Net Assets 2025: $532,3282025

Highlighted filing

2014

Assets$437,169
Liabilities$0
Net Assets$437,169

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $617,8922010Revenue 2011: $630,465Expenses 2011: $626,606Net Income 2011: $3,8592011Revenue 2012: $652,851Expenses 2012: $737,552Net Income 2012: -$84,7012012Expenses 2013: $735,0812013Revenue 2014: $897,255Expenses 2014: $800,868Net Income 2014: $96,3872014Revenue 2015: $745,509Expenses 2015: $810,308Net Income 2015: -$64,7992015Revenue 2016: $932,641Expenses 2016: $951,854Net Income 2016: -$19,2132016Revenue 2017: $997,342Expenses 2017: $963,949Net Income 2017: $33,3932017Revenue 2018: $1,021,592Expenses 2018: $1,020,829Net Income 2018: $7632018Revenue 2019: $1,092,758Expenses 2019: $1,101,303Net Income 2019: -$8,5452019Revenue 2020: $883,439Expenses 2020: $754,450Net Income 2020: $128,9892020Revenue 2021: $756,007Expenses 2021: $580,100Net Income 2021: $175,9072021Revenue 2022: $819,469Expenses 2022: $1,048,266Net Income 2022: -$228,7972022Revenue 2023: $1,355,104Expenses 2023: $1,430,211Net Income 2023: -$75,1072023Revenue 2024: $1,598,855Expenses 2024: $1,460,045Net Income 2024: $138,8102024Revenue 2025: $1,804,162Expenses 2025: $1,790,404Net Income 2025: $13,7582025

Highlighted filing

2014

Revenue$897,255
Expenses$800,868
Net Income$96,387
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jun 29, 2015
Return Version
2013v4.0
Gross Receipts
$897,255
Mission and Program Overview

Mission

The mission of the information technology alliance (ita) is to provide a collaborative environment in which leading consulting and accounting technology professionals share information and build relationships that significantly enhance the way they and their clients do business.

Disseminating information to cpa firms and other professional organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$311,544$371,423▲ $59,879
Cash and Non-Interest-Bearing Accounts$28,393$65,246▲ $36,853
Inventories for Sale or Use$500$500→ $0
Accounts Receivable$345$0▼ $345
Prepaid Expenses and Deferred Charges-$0-
Total Assets$340,782$437,169▲ $96,387
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$340,782$437,169▲ $96,387
Total Net Assets Fund Balance$340,782$437,169▲ $96,387
Total Liabilities and Net Assets / Fund Balance$340,782$437,169▲ $96,387
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jo Ann BenzerExecutive DirectorPT$101,508$101,508
Stan MorkPresidentPT$79,500$79,500

Board Members and Trustees

NameTitle
Kevin CumleyBoard Chairman
Annette BalgordBoard Vice-chair
Brian AustinBoard Member
John BowlesBoard Member
Kelly HummelBoard Member
Peyton BurchBoard Member
Shawn SlavinBoard Member
Yvonne ScottBoard Member
Lissa JohnsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jo Ann BenzerManagement-$101,508
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$892,565
Investment Income
$2,642
Other Revenue
$2,048
Change in Net Assets
$96,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$800,868
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$221,012--$221,012
Travel$65,223--$65,223
Conferences and Meetings$24,890--$24,890
All Other Expenses$15,395--$15,395
Other Expenses$11,148--$11,148
Office Expenses$2,966--$2,966
Insurance$2,380--$2,380
Total Functional Expenses$800,868$0$0$800,868
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members. Membership in the organization is obtained by paying dues.

Form 990, Part VI, Section A, Line 7A

Members of the organization vote to elect the board of directors.

Form 990, Part VI, Section B, Line 11

The board of directors has the option to review form 990 before it is filed. However, this is not a requirement. A copy of form 990 is distributed to each board member individually as requested.

Form 990, Part VI, Section B, Line 12C

Board members are presented with and are required to follow the policies stated in the conflict of interest policy. If any conflict of interest exists, the issue is presented to the board and handled on a case-by-case basis.

Form 990, Part VI, Section B, Line 15

There are no employees of the organization. Contracts with independent contractors hired to perform duties on behalf of the organization are evaluated by the board on an annual basis.

Form 990, Part VI, Section C, Line 19

Documents and the conflict of interest policy are available upon request or may be obtained within the member section of the organization's website.

Filing and Contact Details

Filer

EIN
13-6214713
Phone
4805152003

Signing Officer

Name
Jo Ann Benzer
Title
Executive Director
Phone
4805152003
Signed
2015-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stan Mork
Formed
1966
Legal Domicile
De
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
100

Preparer

Preparer
Samuel a Cigelnik
Phone
3096714500
Raw XML Appendix356 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS. MEMBERSHIP IN THE ORGANIZATION IS OBTAINED BY PAYING DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE ORGANIZATION VOTE TO ELECT THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS HAS THE OPTION TO REVIEW FORM 990 BEFORE IT IS FILED. HOWEVER, THIS IS NOT A REQUIREMENT. A COPY OF FORM 990 IS DISTRIBUTED TO EACH BOARD MEMBER INDIVIDUALLY AS REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE PRESENTED WITH AND ARE REQUIRED TO FOLLOW THE POLICIES STATED IN THE CONFLICT OF INTEREST POLICY. IF ANY CONFLICT OF INTEREST EXISTS, THE ISSUE IS PRESENTED TO THE BOARD AND HANDLED ON A CASE-BY-CASE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE ARE NO EMPLOYEES OF THE ORGANIZATION. CONTRACTS WITH INDEPENDENT CONTRACTORS HIRED TO PERFORM DUTIES ON BEHALF OF THE ORGANIZATION ARE EVALUATED BY THE BOARD ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST OR MAY BE OBTAINED WITHIN THE MEMBER SECTION OF THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0340782
IRS990/TotalAssetsEOYAmt0437169
IRS990/TotalAssetsGrp/BOYAmt0340782
IRS990/TotalAssetsGrp/EOYAmt0437169
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0800868
IRS990/TotalFunctionalExpensesGrp/TotalAmt0800868
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0340782
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0437169
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0800868
IRS990/TotalProgramServiceRevenueAmt0892565
IRS990/TotalReportableCompFromOrgAmt0181008
IRS990/TotalRevenueGrp/ExclusionAmt02642
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0894613
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0897255
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0340782
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0437169
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt065223
IRS990/TravelGrp/TotalAmt065223
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0340782
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0437169
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1023940 N 73RD PLACE
IRS990/USAddress/City0SCOTTSDALE
IRS990/USAddress/State0AZ
IRS990/USAddress/ZIPCode085255
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.ITALLIANCE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JO ANN BENZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04805152003
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10INFORMATION TECHNOLOGY ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0INFO
ReturnHeader/Filer/EIN0136214713
ReturnHeader/Filer/PhoneNum04805152003
ReturnHeader/Filer/USAddress/AddressLine1023940 N 73RD PLACE
ReturnHeader/Filer/USAddress/City0SCOTTSDALE
ReturnHeader/Filer/USAddress/State0AZ
ReturnHeader/Filer/USAddress/ZIPCode085255
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10301 SW ADAMS STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PEORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode061602
ReturnHeader/PreparerPersonGrp/PhoneNum03096714500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL A CIGELNIK
ReturnHeader/ReturnTs02015-07-13T13:35:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$1.80$1.79$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$1.60$1.46$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.00$0.38$1.36$1.43$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.82$1.05$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.76$0.58$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.88$0.75$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.00$0.38$1.09$1.10$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.00$0.39$1.02$1.02$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$1.00$0.96$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.93$0.95$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.75$0.81$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.90$0.80$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.74
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$0.65$0.74$0.08
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$0.44$0.63$0.63$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.62