Civic Intelligence

Information Technology Alliance Inc

990 • Fiscal year 2019 • EIN 13-6214713

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 06, 2020

514 Daniels Street No 361Raleigh, NC 27605-1317

(480) 515-2003

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

29th percentile

-0.8%

Higher net margin than 29% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$138,000

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Asset Growth

24th percentile

-2.2%

Faster asset growth than 24% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

7.0%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$378,768

Down $8,545 (-2.2%) from 2018

Net Assets

Down

$378,768

Down $8,545 (-2.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$1,092,758

Up $71,166 (+7.0%) from 2018

Expenses

Up

$1,101,303

Up $80,474 (+7.9%) from 2018

Net Income

Down

-$8,545

Down $9,308 (-1220%) from 2018

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

2019

Assets$378,768
Liabilities$0
Net Assets$378,768

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

2019

Revenue$1,092,758
Expenses$1,101,303
Net Income-$8,545
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 6, 2020
Return Version
2018v3.1
Gross Receipts
$1,092,758
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$234,012$278,768▲ $44,756
Investments Other Securities$100,000$100,000→ $0
Cash and Non-Interest-Bearing Accounts$52,801$0▼ $52,801
Inventories for Sale or Use$500$0▼ $500
Total Assets$387,313$378,768▼ $8,545
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$387,313$378,768▼ $8,545
Total Net Assets Fund Balance$387,313$378,768▼ $8,545
Total Liabilities and Net Assets / Fund Balance$387,313$378,768▼ $8,545

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$25,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lissa JohnsenVice PresidentPT$138,000$138,000
Stan MorkFormer PresidentPT$116,000$116,000

Board Members and Trustees

NameTitle
April BlankenshipBoard Chairman
Shawn SlavinPresident
Mark SeveranceBoard Vice Chairman
David HirschkornBoard Member
Julie CarmanBoard Member
Dom PernaiAssistant Treasurer
Paul BlowersTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lissa JohnsenManagement514 DANIELS STREET STE 361, Raleigh, NC 27605$138,000
Stan MorkManagement23940 N 73RD PLACE, Scottsdale, AZ 85255$116,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,056,348
Investment Income
$503
Other Revenue
$35,907
Change in Net Assets
$-8,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,101,303
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---$320,149
Conferences and Meetings---$47,704
Fees for Service Investment Mgmnt Fees---$43,909
Other Expenses---$7,000
All Other Expenses---$5,083
Insurance---$3,608
Travel---$2,119
Office Expenses---$1,151
Total Functional Expenses$0$0$0$1,101,303
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 11B

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

Filer Name
Information Technology Alliance
EIN
13-6214713
Phone
4805152003
Address
514 DANIELS STREET NO 361, RALEIGH, NC 27605-1317

Signing Officer

Name
Lissa Johnsen
Title
Vice President
Phone
4805152003
Signed
2020-01-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stan Mork
Formed
1966
Legal Domicile
De
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
120

Preparer

Firm
Cliftonlarsonallen Llp
Address
301 SW ADAMS STE 1000, PEORIA, IL 61602
Preparer
Samuel a Cigelnik CPA
Phone
3096714500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Professional & licensing fees 3,654. Technology support 662. Telephone 335. Postage & shipping 332. Member gifts & memorials 100.

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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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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STAN MORK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FORMER PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0116000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
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/ExplanationTxt6PROFESSIONAL & LICENSING FEES 3,654. TECHNOLOGY SUPPORT 662. TELEPHONE 335. POSTAGE & SHIPPING 332. MEMBER GIFTS & MEMORIALS 100.
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 11B
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0387313
IRS990/TotalAssetsEOYAmt0378768
IRS990/TotalAssetsGrp/BOYAmt0387313
IRS990/TotalAssetsGrp/EOYAmt0378768
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01101303
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0387313
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0378768
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01056348
IRS990/TotalReportableCompFromOrgAmt0254000
IRS990/TotalRevenueGrp/ExclusionAmt0503
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01092255
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01092758
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0120
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0387313
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0378768
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02119
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0387313
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0378768
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0514 DANIELS STREET NO 361
IRS990/USAddress/CityNm0RALEIGH
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd0276051317
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.ITALLIANCE.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISSA JOHNSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04805152003
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INFORMATION TECHNOLOGY ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0INFO
ReturnHeader/Filer/EIN0136214713
ReturnHeader/Filer/PhoneNum04805152003
ReturnHeader/Filer/USAddress/AddressLine1Txt0514 DANIELS STREET NO 361
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0276051317
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01077EB9958D5DD63DCC9A041D91A03A1385CD1BC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD94BE241EB30D59D427851B854338419E5FBD2E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02020-01-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:08:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 SW ADAMS STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061602
ReturnHeader/PreparerPersonGrp/PhoneNum03096714500
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMUEL A CIGELNIK CPA
ReturnHeader/ReturnTs02020-01-06T12:53:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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
2019Detailed filing. Detailed filing data is available for this year.$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