Civic Intelligence

Yoga Alliance

990 • Fiscal year 2020 • EIN 38-3849013

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 18, 2021

1560 Wilson Boulevard No 700Arlington, VA 22209-2408

(571) 482-3355

Siviq Scores

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

Liabilities / Assets

94th percentile

0.80x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.89x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2020

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2020 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$303,485

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2020 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2020

Asset Growth

66th percentile

9.7%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

-1.7%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$13,334,922

Up $1,182,295 (+9.7%) from 2019

Net Assets

Up

$2,686,411

Up $2,105,391 (+362%) from 2019

Liabilities

Down

$10,648,511

Down $923,096 (-8.0%) from 2019

Revenue

Down

$11,996,535

Down $212,480 (-1.7%) from 2019

Expenses

Up

$9,891,144

Up $693,225 (+7.5%) from 2019

Net Income

Down

$2,105,391

Down $905,705 (-30%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0-$5.0MAssets 2013: $266,865Liabilities 2013: $1,388,5232013Assets 2014: $526,721Liabilities 2014: $1,802,818Net Assets 2014: -$1,276,0972014Assets 2015: $235,288Liabilities 2015: $2,903,746Net Assets 2015: -$2,668,4582015Assets 2016: $272,450Liabilities 2016: $3,929,754Net Assets 2016: -$3,657,3042016Assets 2017: $7,146,903Liabilities 2017: $10,110,419Net Assets 2017: -$2,963,5162017Assets 2018: $9,273,263Liabilities 2018: $11,703,339Net Assets 2018: -$2,430,0762018Assets 2019: $12,152,627Liabilities 2019: $11,571,607Net Assets 2019: $581,0202019Assets 2020: $13,334,922Liabilities 2020: $10,648,511Net Assets 2020: $2,686,4112020Assets 2021: $14,080,198Liabilities 2021: $9,618,351Net Assets 2021: $4,461,8472021Assets 2022: $13,081,700Liabilities 2022: $9,186,418Net Assets 2022: $3,895,2822022Assets 2024: $9,326,319Liabilities 2024: $6,190,722Net Assets 2024: $3,135,5972024

Highlighted filing

2020

Assets$13,334,922
Liabilities$10,648,511
Net Assets$2,686,411

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2013: $173,230Expenses 2013: $947,847Net Income 2013: -$774,6172013Revenue 2014: $767,508Expenses 2014: $921,947Net Income 2014: -$154,4392014Revenue 2015: $1,365,613Expenses 2015: $2,757,974Net Income 2015: -$1,392,3612015Revenue 2016: $2,381,078Expenses 2016: $3,023,424Net Income 2016: -$642,3462016Revenue 2017: $3,912,783Expenses 2017: $3,218,995Net Income 2017: $693,7882017Revenue 2018: $9,829,382Expenses 2018: $9,295,942Net Income 2018: $533,4402018Revenue 2019: $12,209,015Expenses 2019: $9,197,919Net Income 2019: $3,011,0962019Revenue 2020: $11,996,535Expenses 2020: $9,891,144Net Income 2020: $2,105,3912020Revenue 2021: $11,268,285Expenses 2021: $9,492,849Net Income 2021: $1,775,4362021Revenue 2022: $10,490,577Expenses 2022: $10,996,659Net Income 2022: -$506,0822022Revenue 2024: $10,343,431Expenses 2024: $10,584,880Net Income 2024: -$241,4492024

Highlighted filing

2020

Revenue$11,996,535
Expenses$9,891,144
Net Income$2,105,391
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 18, 2021
Return Version
2020v4.1
Gross Receipts
$11,996,535
Mission and Program Overview

Mission

Yoga Alliance advances the evolving profession of yoga teaching and broader connected community of students, individuals and businesses through supporting the professional growth and development of yoga schools and teachers.

SEE PART III, LINE 1.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,950,053$7,266,347▲ $1,316,294
Intangible Assets$3,850,401$3,369,102▼ $481,299
Land, Buildings, and Equipment, Net$1,293,074$1,554,046▲ $260,972
Cash and Non-Interest-Bearing Accounts$572,056$573,780▲ $1,724
Prepaid Expenses and Deferred Charges$182,112$215,308▲ $33,196
Accounts Receivable$15,005$16,981▲ $1,976
Total Assets$12,152,627$13,334,922▲ $1,182,295
Other Assets Total$289,926$339,358▲ $49,432
Liabilities
Other Liabilities$6,415,173$5,489,335▼ $925,838
Deferred Revenue$4,683,733$4,669,174▼ $14,559
Accounts Payable and Accrued Expenses$472,701$490,002▲ $17,301
Total Liabilities$11,571,607$10,648,511▼ $923,096
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$581,020$2,686,411▲ $2,105,391
Total Net Assets Fund Balance$581,020$2,686,411▲ $2,105,391
Total Liabilities and Net Assets / Fund Balance$12,152,627$13,334,922▲ $1,182,295

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,192,503$3,870,218$5,062,721
Leasehold Improvements$293,878$140,586$434,464
Equipment$67,665$15,849$83,514
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shannon RochePresident and CEOFT$268,941$34,544$303,485
Erin VennieSenior Vice President of MembershipFT$191,475$34,755$226,230
Kristina Graff See Schedule OManaging Director of Yoga Alliance Fdn.-$203,620$15,905$219,525
Krishna YendluriVice President of ItFT$187,732$10,527$198,259
Christa KuberryVice President of StandardsFT$171,815$25,708$197,523
Jocelyn PrudencioVice President of FinancePT$163,293$32,858$196,151
Catherine MarquetteVP of Mark. & Comms. (until 05/2020)FT$90,922$101,109$192,031
Marcus WadeVice President of People & CulturePT$157,899$19,211$177,110
Maya BreuerVP of Cross-cultural AdvancementFT$135,382$23,706$159,088
Krishna PillaiApplication Dev & Devops DirectorFT$148,989$8,896$157,885
Hilary MughlooChief of StaffFT$121,362$35,488$156,850
Andreas EngelCreative DirectorFT$132,540$20,629$153,169

Board Members and Trustees

NameTitle
Kerry MaiorcaBoard Chair
Terri McdermottVice Chair
David Pryor JrBoard Member
Jo-ann BanceBoard Member
Leslie Salmon JonesBoard Member
Sarahjoy MarshBoard Member
Saraswathi VasudevanBoard Member
Staffan ElgelidBoard Member
Swami AsokanandaBoard Member
Thierry ChiapelloBoard Member
Marion Mugs McconnellSecretary
Arun TilakTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Pillsbury Winthrop ShawLegal Counsel1200 SEVENTEETH STREET NW, Washington, DC 20036$355,038
Perkins Coie LLPLegal Counsel1201 THIRD AVE SUITE 4900, Seattle, WA 98101$162,803
Sara Software Solutions INCAms Maintenance2770 MAIN STREET 002, Frisco, TX 75033$155,700
Lauren D'angeloCopywriting Content Support29A MECHANIC STREET, Foxboro, MA 20035$140,308
Jamie BarakchianCopywriting Content Support1575 HARBOR BLVD APT 3718, Weehawken, NJ 07086$134,662
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,503,146
Investment Income
$7,857
Other Revenue
$485,532
Change in Net Assets
$2,105,391

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,996,535
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$11,996,535
Total Revenue per Form 990
$11,996,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,143,992
Other Expenses$4,747,152
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$3,043,837
Fees for Services Other---$1,780,037
Current Officers, Directors, Trustees, and Key Employees---$1,181,816
Depreciation Depletion---$706,905
Information Technology---$647,267
Other Employee Benefits---$496,579
Occupancy---$419,174
Payroll Taxes---$293,190
Interest---$235,430
Advertising---$194,584
Fees for Services Legal---$179,639
Pension Plan Contributions---$128,570
Fees for Services Lobbying---$47,777
Conferences and Meetings---$44,463
Office Expenses---$39,442
Insurance---$38,757
Fees for Services Accounting---$28,680
Travel---$22,301
Other Expenses---$9,066
All Other Expenses---$4,706
Total Functional Expenses$0$0$0$9,891,144

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,891,144
Total Expenses per Audited Statements$9,891,144
Total Expenses per Form 990$9,891,144
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$47,777
Total Nondeductible Lobbying and Political Cost$-362,309
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan Payable to Yoga Alliance Registry$4,931,544
Deferred Rent Liability$331,950
Deferred Tenant Improvement Allowance$225,841
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 was prepared by the outside accountants and reviewed by senior management. The board received a copy of the form 990 before it was filed with the irs.

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

Annually, each board member and key employee is asked to sign a consent form indicating that: he/she will not engage in actions that may constitute an actual, apparent, or potential conflict of interest with the mission and activities of the yaplus; and will disclose to the board of directors, on the prescribed form and periodically as facts dictate, any such conflicts of interest and any business, financial, and organizational interests and affiliations that are or could be construed to be a conflict of interest. In the event that a conflict of interest arises, the board considers the matter, with the board member with the potential conflict of interest recusing himself/herself from the matter. When an employee wishes to serve on boards, commissions, or in other outside activities that are in the public interest, he/she must first confirm with the president/ceo that the voluntary service is appropriate and does not present a conflict of interest with his/her work for yaplus. If a conflict of interest arises, yaplus interviews the employee in question to review the possible conflict. If it was determined that the employee had a genuine conflict of interest, he/she would be asked to cease the activity immediately in order to continue with employment.

Form 990, Part VI, Section B, Line 15A

One of the roles of the executive committee of the board of directors (bod) is to review the performances of the president/ceo and determine compensation on an annual basis. The bod discusses compensation with outside counsel and purchases data that compares compensation for association and membership executives. Data is very detailed and breaks the information down with regard to the organization's annual budget, number of employees, years in position and geographic location. Information is shared and reviewed with the executive committee. The last review took place in may 2019.

Form 990, Part VI, Section C, Line 19

Yaplus provides documents upon request.

Part VII, Section A

Yaplus (d/b/a as yoga alliance) is related to yoga alliance registry (d/b/a yoga alliance foundation), a 501(c)(3) organization. Yaplus pays all of the compensation and issues the w-2s for all the employees of the organizations. Yoga alliance registry reimburses yaplus for the work done for yoga alliance registry through a cost share agreement between the two entities. Included in the cost share agreement is reimbursement to yaplus for the compensation paid to kristina graff, the managing director of yoga alliance registry.

Filing and Contact Details

Filer

Filer Name
Yaplus
EIN
38-3849013
Phone
5714823355
Address
1560 WILSON BOULEVARD NO 700, ARLINGTON, VA 22209-2408
Doing Business As
Yoga Alliance

Signing Officer

Name
Jocelyn Prudencio
Title
Vice President of Finance
Phone
5714823355
Signed
2021-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shannon Roche
Formed
2011
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
Employees
61
Volunteers
12

Preparer

Firm
Gelman Rosenberg & Freedman
Address
4550 MONTGOMERY AVE SUITE 800N, BETHESDA, MD 20814-2930
Preparer
Richard J Locastro CPA
Phone
3019519090
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting services 254,276. Temporary staffing fees 736,586. Employment search 8,548. Other prof. Fees 780,627.

Financial Statement Notes

PART X, LINE 2:

For the years ended december 31, 2020 and 2019, the organizations have documented their consideration of fasb asc 740-10, income taxes, that provides guidance for reporting uncertainty in income taxes and have determined that no material uncertain tax positions qualify for either recognition or disclosure in the combined financial statements.

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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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IRS990/Desc0YOGA ALLIANCE IS A NONPROFIT 501(C)(6) MEMBERSHIP PROFESSIONAL AND TRADE ASSOCIATION THAT SUPPORTS THE YOGA PROFESSION. WE SERVE TEACHERS AND SCHOOLS THROUGH MEMBER BENEFITS, EDUCATION, GOVERNMENT RELATIONS AND PROFESSIONAL CREDENTIALS. REGISTERED YOGA TEACHERS (RYT) WHOSE TRAINING AND EXPERIENCE MEET OUR MINIMUM STANDARDS, ALONG WITH REGISTERED YOGA SCHOOLS (RYS) WHOSE CURRICULUM MEET OUR MINIMUM STANDARDS, ARE LISTED ON OUR ONLINE DIRECTORY FOR ONE-YEAR TERMS. OUR VOLUNTARY REGISTRY IS WIDELY RECOGNIZED AS THE PREMIER INTERNATIONAL FORM OF RECOGNITION GIVEN TO A YOGA TEACHER OR SCHOOL. IN 2020, YOGA ALLIANCE SUPPORTED THE SERVICE OF 104,505 YOGA TEACHERS AND 6,358 YOGA SCHOOLS TO THEIR COMMUNITIES.
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IRS990/Form990PartVIISectionAGrp/PersonNm6STAFFAN ELGELID
IRS990/Form990PartVIISectionAGrp/PersonNm7LESLIE SALMON JONES
IRS990/Form990PartVIISectionAGrp/PersonNm8SARAHJOY MARSH
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IRS990/Form990PartVIISectionAGrp/PersonNm10JO-ANN BANCE
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IRS990/Form990PartVIISectionAGrp/PersonNm12SHANNON ROCHE
IRS990/Form990PartVIISectionAGrp/PersonNm13ERIN VENNIE
IRS990/Form990PartVIISectionAGrp/PersonNm14KRISTINA GRAFF SEE SCHEDULE O
IRS990/Form990PartVIISectionAGrp/PersonNm15KRISHNA YENDLURI
IRS990/Form990PartVIISectionAGrp/PersonNm16JOCELYN PRUDENCIO
IRS990/Form990PartVIISectionAGrp/PersonNm17CATHERINE MARQUETTE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR VICE PRESIDENT OF MEMBERSHIP
IRS990/Form990PartVIISectionAGrp/TitleTxt14MANAGING DIR. OF YOGA ALLIANCE FDN.
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT OF IT
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDENT OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP OF MARK. & COMMS. (UNTIL 05/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT OF PEOPLE & CULTURE
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE PRESIDENT OF STANDARDS
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP OF CROSS-CULTURAL ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21APPLICATION DEV & DEVOPS DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF OF STAFF
IRS990/Form990PartVIISectionAGrp/TitleTxt23CREATIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO EDUCATE AND SUPPORT YOGA TEACHERS, SCHOOLS, AND STUDENTS TO EFFECTIVELY SHARE THE ARTS AND SCIENCES OF YOGA WITH THEIR COMMUNITIES BY ENCOURAGING THE DEVELOPMENT OF SKILLFUL ACTION, INTEGRITY, INCLUSION, ACCESSIBILITY, AND SAFETY.
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IRS990/OtherExpensesGrp/Desc2PAYROLL SERVICE FEES
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IRS990/ProhibitedTaxShelterTransInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.33$6.19$3.14$10.3$10.6$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$9.19$3.90$10.5$11.0$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$9.62$4.46$11.3$9.49$1.78
2020Detailed filing. Detailed filing data is available for this year.$13.3$10.6$2.69$12.0$9.89$2.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$11.6$0.58$12.2$9.20$3.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.27$11.7$2.43$9.83$9.30$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.15$10.1$2.96$3.91$3.22$0.69
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$3.93$3.66$2.38$3.02$0.64
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$2.90$2.67$1.37$2.76$1.39
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$1.80$1.28$0.77$0.92$0.15
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$1.39$0.17$0.95$0.77
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • $10M-$25M nonprofits