2025-12-02T09:59:28-06:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2024-09-01 136214713 INFORMATION TECHNOLOGY ALLIANCE INFO 4805152003 514 DANIELS STREET 361 RALEIGH NC 276051317 LISSA JOHNSEN VICE PRESIDENT 4805152003 2025-12-01 1 1 ANDREW SMITH CPA P01518894 3096714500 2025-11-26 2024 2025-03-06 01:10:19Z GENI WHITEHOUSE 2313 ROBERTO STREET NAPA CA 94558 1804162 0 X WWW.ITALLIANCE.COM X 1966 DE DISSEMINATING INFORMATION TO CPA FIRMS AND OTHER PROFESSIONAL ORGANIZATIONS. 9 9 0 150 0 0 0 0 1565222 1763891 1934 1285 31699 38986 1598855 1804162 0 0 0 0 0 0 0 0 0 1460045 1790404 1460045 1790404 138810 13758 518570 532328 0 0 518570 532328 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. 0 0 TO EXCHANGE AND DISSEMINATE INFORMATION AMONG THE MEMBERS ABOUT INFORMATION PROCESSING AND MANAGEMENT. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 1 1 1 0 X LISSA JOHNSEN 4805152003 514 DANIELS STREET 361 RALEIGH NC 27605 GENI WHITEHOUSE PRESIDENT 30.00 X X 150000 0 0 DARCY BOERIO VICE CHAIR 2.00 X X 0 0 0 JOHN FLEISCHER CHAIR 2.00 X X 0 0 0 BRIAN TERRELL TREASURER 2.00 X X 0 0 0 WALT GOODFIELD ASSISTANT TREASURER 2.00 X X 0 0 0 IRFAN DOSSANI BOARD MEMBER 2.00 X 0 0 0 KANE POLAKOFF BOARD MEMBER 2.00 X 0 0 0 MICHAEL PYNCH BOARD MEMBER 2.00 X 0 0 0 CHRISTI WHIPPLE BOARD MEMBER 2.00 X 0 0 0 LISSA JOHNSEN VICE PRESIDENT 45.00 X 162000 0 0 312000 0 0 2 0 1 0 LISSA JOHNSEN 1319 RIDGE ROAD RALEIGH NC 27607 VICE PRESIDENT - MANAGE BACK OFFICE AND 162000 GENI WHITEHOUSE 2313 ROBERTO STREET NAPA CA 94558 PRESIDENT - LEAD ORGANIZATION, PLANNING 150000 2 MEMBERSHIP DUES 611430 1410008 1410008 EDUCATIONAL CONFERENCE 611430 291683 291683 PROGRAM FEES 611430 62200 62200 1763891 1285 1285 BROKER COMMISSION REVE 525990 38986 38986 38986 1804162 1802877 0 1285 X 429014 880 15212 10250 36862 1118019 4125 LICENSE, DUES, & SUBSCR 51438 BOARD COSTS 51202 BANK FEES 43017 STRATEGIC AND MISCELLAN 22863 7522 1790404 418570 432328 100000 100000 518570 532328 0 0 X 518570 532328 518570 532328 518570 532328 13758 0 X 0 0 0 0 1 0 0 PNC MUTUAL FUNDS 100000 C 100000 0 0 0 LISSA JOHNSEN VICE PRESIDENT 162000 0 0 0 0 0 0 0 0 0 162000 0 0 0 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 TREASURER, PRESIDENT, AND VICE PRESIDENT 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E PROFESSIONAL & LICENSING FEES 7,311. MEMBER GIFTS AND MEMORIALS 211.