Civic Intelligence

Information Technology Alliance Inc

990 • Fiscal year 2023 • EIN 13-6214713

Sep 01, 2022 to Aug 31, 2023 • Filed on Jan 15, 2024

Organization ProfileWWW.ITALLIANCE.COM
514 Daniels Street 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

11th percentile

0.00x

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

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

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

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

21st percentile

-5.5%

Higher net margin than 21% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$157,200

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Asset Growth

8th percentile

-17%

Faster asset growth than 8% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

65%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$379,760

Down $75,107 (-17%) from 2022

Net Assets

Down

$379,760

Down $75,107 (-17%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin21st percentile

Revenue

Up

$1,355,104

Up $535,635 (+65%) from 2022

Expenses

Up

$1,430,211

Up $381,945 (+36%) from 2022

Net Income

Up

-$75,107

Up $153,690 (+67%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

2023

Assets$379,760
Liabilities$0
Net Assets$379,760
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

2023

Revenue$1,355,104
Expenses$1,430,211
Net Income-$75,107
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Gross Receipts
$1,355,104
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$354,867$279,760▼ $75,107
Investments Other Securities$100,000$100,000→ $0
Total Assets$454,867$379,760▼ $75,107
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$454,867$379,760▼ $75,107
Total Net Assets Fund Balance$454,867$379,760▼ $75,107
Total Liabilities and Net Assets / Fund Balance$454,867$379,760▼ $75,107

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$25,000--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lissa JohnsenVice President, SecretaryFT$157,200$157,200
Shawn SlavinPresident (thru 7/23)PT$120,000$120,000

Board Members and Trustees

NameTitle
David HirschkornChairman
Geni WhitehousePresident (beg 8/23)
Dom PernaiVice Chairman
Brian TerrellBoard Member
Darcy BoerioBoard Member
Kane PolakoffBoard Member
Kimberly AustinBoard Member
John FleischerAssistant Treasurer
Todd PerlmanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Business Technology Solutions INCVice President - Back Office Tasks And A1319 RIDGE RD, Raleigh, NC 27607$157,200
Slavin AdvisorsPresident - Runs Organization And Leads10213 EAST 89TH STREET N, Owasso, OK 74055$120,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,326,698
Investment Income
$1,992
Other Revenue
$26,414
Change in Net Assets
$-75,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,430,211
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---$369,867
Conferences and Meetings---$86,676
Other Expenses---$27,659
Travel---$9,742
Office Expenses---$9,422
All Other Expenses---$4,496
Information Technology---$2,544
Insurance---$2,231
Total Functional Expenses$0$0$0$1,430,211
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 35% controlled entity
No
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 president, vice president, the treasurer and assistant treasurer all review the form 990 prior to signature and filing.”

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 361, RALEIGH, NC 27605-1317

Signing Officer

Name
Lissa Johnsen
Title
Vice President
Phone
4805152003
Signed
2024-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Geni Whitehouse
Formed
1966
Legal Domicile
De
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
130

Preparer

Firm
Cliftonlarsonallen Llp
Address
301 SW ADAMS STREET SUITE 1000, PEORIA, IL 61602
Preparer
Andrew Smith CPA
Phone
3096714500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Professional & licensing fees 4,496.”

Raw XML Appendix383 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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IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt075000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt125000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PNC MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PNC MARKET LINKED CD - 7 YEAR
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0100000
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISSA JOHNSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT, SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0157200
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 PRESIDENT, VICE PRESIDENT, THE TREASURER AND ASSISTANT TREASURER ALL REVIEW THE FORM 990 PRIOR TO SIGNATURE AND FILING.
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 4,496.
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/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0379760
IRS990/TotalAssetsGrp/BOYAmt0454867
IRS990/TotalAssetsGrp/EOYAmt0379760
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt01992
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01353112
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01355104
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0130
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0379760
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IRS990/WebsiteAddressTxt0WWW.ITALLIANCE.COM
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LISSA JOHNSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04805152003
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INFORMATION TECHNOLOGY ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0INFO
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061602
ReturnHeader/PreparerPersonGrp/PhoneNum03096714500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW SMITH CPA
ReturnHeader/ReturnTs02024-01-16T09:33:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISSA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSEN
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$379,760
Liabilities
$0
Net assets
$379,760
Revenue
$1,355,104
Expenses
$1,430,211
Net income
-$75,107
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
2023Detailed filing. Detailed filing data is available for this year.$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