Civic Intelligence

Techserve Alliance

EIN 52-1572753 • 501(c)6 • Alexandria, VA

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Profile

Part iii, line 1: to fully support legislative, regulatory and judicial efforts which protect the freedom of choice of firms to provide services to their clients using independent contractors or employees, or a combination thereof. To ensure industry firms can operate without ill advised governmental restrictions and burdens.

1800 Diagonal Road Suite 600Alexandria, VA 22314

www.techservealliance.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.36x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.67x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

26th percentile

-1.9%

Higher net margin than 26% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

27th percentile

-0.4%

Faster asset growth than 27% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-1.4%

Faster revenue growth than 23% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$5,045,230

Down $18,828 (-0.4%) from 2023

Liabilities

Up

$1,824,656

Up $33,721 (+1.9%) from 2023

Net Assets

Down

$3,220,574

Down $52,549 (-1.6%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin26th percentile

Revenue

Down

$2,718,881

Down $39,832 (-1.4%) from 2023

Expenses

Up

$2,771,430

Up $20,216 (+0.7%) from 2023

Net Income

Down

-$52,549

Down $60,048 (-801%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $2,326,127Liabilities 2011: $1,510,820Net Assets 2011: $815,3072011Assets 2012: $2,312,375Liabilities 2012: $1,681,292Net Assets 2012: $631,0832012Assets 2013: $2,162,738Liabilities 2013: $1,554,410Net Assets 2013: $608,3282013Assets 2014: $2,320,701Liabilities 2014: $1,773,545Net Assets 2014: $547,1562014Assets 2015: $2,334,908Liabilities 2015: $1,830,149Net Assets 2015: $504,7592015Assets 2016: $2,196,229Liabilities 2016: $1,708,673Net Assets 2016: $487,5562016Assets 2017: $2,274,446Liabilities 2017: $1,681,686Net Assets 2017: $592,7602017Assets 2018: $2,446,271Liabilities 2018: $1,754,278Net Assets 2018: $691,9932018Assets 2019: $2,237,918Liabilities 2019: $1,683,679Net Assets 2019: $554,2392019Assets 2020: $1,302,553Liabilities 2020: $1,049,302Net Assets 2020: $253,2512020Assets 2021: $3,361,636Liabilities 2021: $1,467,288Net Assets 2021: $1,894,3482021Assets 2022: $4,989,694Liabilities 2022: $1,726,062Net Assets 2022: $3,263,6322022Assets 2023: $5,064,058Liabilities 2023: $1,790,935Net Assets 2023: $3,273,1232023Assets 2024: $5,045,230Liabilities 2024: $1,824,656Net Assets 2024: $3,220,5742024

Highlighted filing

2024

Assets$5,045,230
Liabilities$1,824,656
Net Assets$3,220,574
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,149,471Expenses 2011: $2,194,081Net Income 2011: -$44,6102011Expenses 2012: $2,402,5952012Expenses 2013: $2,458,6302013Revenue 2014: $2,702,643Expenses 2014: $2,518,669Net Income 2014: $183,9742014Revenue 2015: $2,963,173Expenses 2015: $2,760,471Net Income 2015: $202,7022015Revenue 2016: $3,089,694Expenses 2016: $2,939,953Net Income 2016: $149,7412016Revenue 2017: $2,683,329Expenses 2017: $2,467,934Net Income 2017: $215,3952017Revenue 2018: $2,606,144Expenses 2018: $2,611,188Net Income 2018: -$5,0442018Revenue 2019: $2,564,505Expenses 2019: $2,747,033Net Income 2019: -$182,5282019Revenue 2020: $2,421,441Expenses 2020: $2,669,699Net Income 2020: -$248,2582020Revenue 2021: $1,582,409Expenses 2021: $1,655,253Net Income 2021: -$72,8442021Revenue 2022: $2,510,779Expenses 2022: $2,695,402Net Income 2022: -$184,6232022Revenue 2023: $2,758,713Expenses 2023: $2,751,214Net Income 2023: $7,4992023Revenue 2024: $2,718,881Expenses 2024: $2,771,430Net Income 2024: -$52,5492024

Highlighted filing

2024

Revenue$2,718,881
Expenses$2,771,430
Net Income-$52,549
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,045,230
Liabilities
$1,824,656
Net assets
$3,220,574
Revenue
$2,718,881
Expenses
$2,771,430
Net income
-$52,549
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.05$1.82$3.22$2.72$2.77$0.05
2023Detailed filing. Detailed filing data is available for this year.$5.06$1.79$3.27$2.76$2.75$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$1.73$3.26$2.51$2.70$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.36$1.47$1.89$1.58$1.66$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.30$1.05$0.25$2.42$2.67$0.25
2019Detailed filing. Detailed filing data is available for this year.$2.24$1.68$0.55$2.56$2.75$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.45$1.75$0.69$2.61$2.61$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.27$1.68$0.59$2.68$2.47$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.20$1.71$0.49$3.09$2.94$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.33$1.83$0.50$2.96$2.76$0.20
2014Detailed filing. Detailed filing data is available for this year.$2.32$1.77$0.55$2.70$2.52$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$1.55$0.61$2.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$1.68$0.63$2.40
2011Summary only. Only limited summary data is available for this year.$2.33$1.51$0.82$2.15$2.19$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 20, 2025
Return Version
2023v6.0
Gross Receipts
$2,718,881
Mission and Program Overview

Mission

To encourage high professional standards in the it, engineering staffing solutions industry and to advance the industry through legislative, regulatory and educational efforts. To collect and disseminate information regarding our industry.to fully support legislative, regulatory and judicial efforts which protect the freedom of choice of firms to provide services to their clients using independent contractors or employees, or a combination thereof. To ensure industry firms can operate without ill advised governmental restrictions and burdens.

Part i, line 1: to encourage high professional standards in the it, engineering staffing solutions industry and to advance the industry through legislative, regulatory and educational efforts. To collect and disseminate information regarding our industry. To fully support legislative, regulatory and judicial efforts which protect the freedom of choice of firms to provide services to their clients using independent contractors or employees, or a combination thereof. To ensure industry firms can operate without ill advised governmental restrictions and burdens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$881,481$926,318▲ $44,837
Prepaid Expenses and Deferred Charges$240,864$600,960▲ $360,096
Cash and Non-Interest-Bearing Accounts$132,251$275,706▲ $143,455
Savings and Temporary Cash Investments$182,100$176,828▼ $5,272
Intangible Assets$115,088$32,630▼ $82,458
Accounts Receivable$4,707$24,032▲ $19,325
Land, Buildings, and Equipment, Net$19,100$3,224▼ $15,876
Total Assets$5,064,058$5,045,230▼ $18,828
Other Assets Total$3,488,467$3,005,532▼ $482,935
Liabilities
Deferred Revenue$944,940$998,560▲ $53,620
Other Liabilities$452,819$415,703▼ $37,116
Accounts Payable and Accrued Expenses$393,176$410,393▲ $17,217
Total Liabilities$1,790,935$1,824,656▲ $33,721
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,273,123$3,220,574▼ $52,549
Total Net Assets Fund Balance$3,273,123$3,220,574▼ $52,549
Total Liabilities and Net Assets / Fund Balance$5,064,058$5,045,230▼ $18,828

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,224$71,305$74,529
Other Land Buildings-$68,500$68,500
Leasehold Improvements-$10,378$10,378
Other Assets Org$6,476--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark Roberts EsqChief Exec.PT$244,864$516,826$761,690
Mark Roberts EsqChief Exec. Officer-$212,717$89,600$302,317
Donald BeemerMng. Director in--$206,059$206,059
Sona SharmaChief MarketPT$95,511$101,987$197,498
Michele ClarkeChief Financ-$16,513$172,836$189,349
Susan DonohoeChief PrograFT$136,491$42,120$178,611
Susan DonohoeChief Program Off.-$119,409$59,202$178,611
Sona SharmaChief Marketing Off.-$86,500$12,249$98,749
Michele ClarkeChief Financial Off.-$14,999$3,932$18,931

Board Members and Trustees

NameTitle
Andrew JacksonChair
Sarah MartinChair - End
Pat PatelPresident
Joel LeegeVP/president
Anna FrazzettoDirector
John BemisDirector
Kevin KrummDirector
Kip WrightDirector
Manny VidalDirector
Megan MccannDirector
Monty RaglandDirector
Sean GilliganDirector
Sunny AckermanDirector
Donald BeemerMng. Director Insur. Ops
Tom NunnSecretary/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Sound Matters INCEvent Services7701 SOUTHLAND BLVD, Orlando, FL 32809$175,011
Conference Direct LLCConference193 BLUE RAVINE ROAD SUITE 190, Folsom, CA 95630$108,617
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,311,823
Investment Income
$223,556
Other Revenue
$183,502
Change in Net Assets
$-52,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,622,485
Salaries, Compensation, and Employee Benefits$1,148,945
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$936,026
Other Salaries and Wages---$671,859
Current Officers, Directors, Trustees, and Key Employees---$244,864
Fees for Services Other---$132,143
Travel---$127,841
Information Technology---$113,492
Other Employee Benefits---$97,979
Advertising---$85,876
Pension Plan Contributions---$74,970
Payroll Taxes---$59,273
Occupancy---$48,171
Insurance---$27,302
Fees for Services Accounting---$26,490
Fees for Services Lobbying---$16,500
Depreciation Depletion---$10,561
Other Expenses---$5,004
Office Expenses---$1,069
Fees for Services Legal---$992
Interest---$156
Total Functional Expenses$0$0$0$2,771,430
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$16,500
Total Nondeductible Lobbying and Political Cost$-284,812
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Liability$236,231
Deposits - Legal Defense$143,218
Operating Lease Liability$36,254
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, Page 6, Part VI, Line 6

“The board of directors elects members of the board of directors from among those candidates submitted for its consideration by one of two methods: (1) as part of a slate of candidates submitted by the board's nominating committee; or (2) a candidate endorsed by at least ten (10) member firms through a duly authorized executive.”

Form 990, Page 6, Part VI, Line 7A

“The board of directors elects members of the board of directors from among those candidates submitted for its consideration by one of two methods: (1) as part of a slate of candidates submitted by the board's nominating committee; or (2) a candidate endorsed by at least ten (10) member firms through a duly authorized executive.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the ceo and director of finance before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“We distribute the policy and remind board members during a board meeting of their ongoing obligations under the policy. If evidence of a conflict were to come to either management's attention or the attention of the board president, we would investigate the matter and take corrective action as appropriate under the circumstances.”

Form 990, Page 6, Part VI, Line 15A

“The board delegates the ceo's compensation determination to the board's executive committee. The executive committee utilizes various resources to determine that the compensation is in line with the market, including retaining a compensation consultant, compensation benchmarking studies (asae) and comparing like associations by revenue, size, scope, and location. The executive committee also takes into account the ceo's dual role as general counsel for the association.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, conflict of interest policy, and audited financial statements are not generally made available to the general public, but if requests for copies of these documents were to be received, the organization would consider making them available to the requestor.”

Filing and Contact Details

Filer

Filer Name
Techserve Alliance
EIN
52-1572753
Phone
7038382050
Address
1800 DIAGONAL ROAD SUITE 600, ALEXANDRIA, VA 22314

Signing Officer

Name
Mark Roberts Esq
Title
Chief Exec. Officer
Phone
7038382050
Signed
2025-07-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Roberts Esq
Formed
1988
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
14
Employees
24
Volunteers
14

Preparer

Firm
Deleon & Stang Cpas and Advisors
Address
150 S EAST STREET, FREDERICK, MD 21701
Preparer
Clint Lehman CPA
Phone
3012507400
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Part iii, line 1: to fully support legislative, regulatory and judicial efforts which protect the freedom of choice of firms to provide services to their clients using independent contractors or employees, or a combination thereof. To ensure industry firms can operate without ill advised governmental restrictions and burdens.”

Financial Statement Notes

Schedule D, Page 3, Part X

“There are no uncertain tax positions for the organization as of september 30, 2024 and 2023.”

Raw XML AppendixShowing 400 of 623 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/PersonNm16JOHN BEMIS
IRS990/Form990PartVIISectionAGrp/PersonNm17KEVIN KRUMM
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXEC.
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF MARKET
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF FINANC
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF PROGRA
IRS990/Form990PartVIISectionAGrp/TitleTxt4MNG. DIR. IN
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR - END
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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IRS990/MissionDesc0PART III, LINE 1: TO FULLY SUPPORT LEGISLATIVE, REGULATORY AND JUDICIAL EFFORTS WHICH PROTECT THE FREEDOM OF CHOICE OF FIRMS TO PROVIDE SERVICES TO THEIR CLIENTS USING INDEPENDENT CONTRACTORS OR EMPLOYEES, OR A COMBINATION THEREOF. TO ENSURE INDUSTRY FIRMS CAN OPERATE WITHOUT ILL ADVISED GOVERNMENTAL RESTRICTIONS AND BURDENS.
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IRS990/OtherExpensesGrp/Desc1PAYROLL SERVICES
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS AND PUBS
IRS990/OtherExpensesGrp/Desc3DUES AND FEES
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IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCE
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IRS990/ProgramServiceRevenueGrp/Desc3CERTIFICATION
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROGRAMS & SERVICES - TECHSERVE ALLIANCE PROVIDES A VARIETY OF SERVICES TO MEMBERS IN ADVANCEMENT OF THE INDUSTRY: STUDIES, WHITE PAPERS, ONLINE COMMUNITIES, WEB DIRECTORY, MODEL AGREEMENTS REFLECTING "BEST PRACTICES", LEGAL INFORMATION, PUBLICATION (INDUSTRY UPDATE), OPERATING PRACTICES REPORT, AND WEB PRESENCE.
IRS990/ProgSrvcAccomActy3Grp/Desc0GOVERNMENT RELATIONS - TO FULLY SUPPORT EFFORTS WHICH PROTECT THE FREEDOM OF CHOICE OF FIRMS AND THEIR CLIENTS TO USE INDEPENDENT CONTRACTORS, OR EMPLOYEES, OR A COMBINATION THEREOF. TO ENSURE INDUSTRY FIRMS CAN OPERATE WITHOUT ILL ADVISED GOVERNMENTAL RESTRICTIONS AND BURDENS.
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt26476
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEFERRED COMPENSATION INVESTMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2LEASE DEPOSITS
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED COMPENSATION LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEPOSITS - LEGAL DEFENSE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OPERATING LEASE LIABILITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE ORGANIZATION AS OF SEPTEMBER 30, 2024 AND 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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