Agilealliance Co Pmi

Nonprofit profile at a glance

EIN
364485515
IRS 990 coverage
2020–2024
Forms available
Form 990 2024
Location
Newtown Square, PA, USA
Phone
6103564600
Rating
34
Verdict
REVIEW
Rating confidence
Moderate
Sector
Chambers of Commerce & Business Leagues

Official website

Reported finances

Revenue
$2,331,380
Expenses
$3,803,857
Assets
$743,745
Liabilities
$489,885

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Highest reported compensation

  • TERESA FOSTER (MANAGING DIR.): $199,880 total reported compensation
  • DAVID BAILEY (DIG./CREATIVE DIR.): $199,521 total reported compensation
  • TONYA FARMER (DIR OF MEM/MEETING): $144,760 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Agile Alliance undertakes a variety of activities to build an inclusive global community, advance the breadth and depth of Agile, and provide value to members. Those activities include: Conferences that bring the Agile community together face to faceA website full of information about Agile and the Agile CommunityMembership that provides access to valuable resources created by community membersInitiatives that address specific areas of interest in the Agile Community and provide support for Local Community Groups

What it reported doing in 2024

Initiatives: Member Initiatives are the primary mechanism through which Agile Alliance accomplishes member objectives that advance the state of Agile practices worldwide. Initiatives are projects which are proposed, implemented, and administered by Agile Alliance members or staff.Member-proposed initiatives are voted on by the Agile Alliance Board after undergoing a shepherding process designed to support initiative chairs with the fine-tuning of their proposals. Proposed Initiatives are evaluated based on how they support Agile Alliances value dials: Build an inclusive global communityProvide value to our member communityAdvance the depth and breadth of AgileIncrease brand awareness

Operating model

Revenue model
Earned-program. 93% of the money available for current operations came from fees and other program revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

REVIEW - Most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 47
  • Accountability: 89
  • Sustainability: 6
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: Scored; rating input score 0
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 90%; rating input score 90; 21st percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Limited
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -63.2%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 0.2; rating input score 6; 6th percentile among comparable filings
  • Liabilities to assets ratio: 0.66; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 14.3%; rating input score 20; 20th percentile among comparable filings

Growth

  • Program expense growth: -102.9% per year; rating input score 0; 0th percentile among comparable filings
  • Revenue growth: 33.1% per year; rating input score 100; 95th percentile among comparable filings
  • Asset growth: -25% per year; rating input score 0; 1st percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: 9 of 10 board members independent · 7 of 9 filing controls reported
  • Programs: 2 filed program accomplishments
  • Leadership: top reported pay $200K · 12 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $516K reported
  • Consistency: 10 of 11 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors, foreign activity, and executive pay
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Transparency & Controls: Grant itemization coverage scored 0/100.
  • High — Sustainability: Operating margin scored 1/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 6/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.
  • High — Sustainability: Officer compensation ratio scored 20/100.