Civic Intelligence

Opensaf Foundation

990 • Fiscal year 2018 • EIN 26-0619296

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

3855 SW 153rd DriveBeaverton, OR 97003

(503) 619-4109

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-2306%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Assets

$23,527

No earlier filing loaded for comparison.

Net Assets

$23,527

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$1,094

No earlier filing loaded for comparison.

Expenses

$26,322

No earlier filing loaded for comparison.

Net Income

-$25,228

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2018: $23,527Liabilities 2018: $0Net Assets 2018: $23,5272018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2018

Assets$23,527
Liabilities$0
Net Assets$23,527

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2018: $1,094Expenses 2018: $26,322Net Income 2018: -$25,2282018Revenue 2019: $0Expenses 2019: $23,527Net Income 2019: -$23,5272019

Highlighted filing

2018

Revenue$1,094
Expenses$26,322
Net Income-$25,228
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.1
Gross Receipts
$1,094
Mission and Program Overview

Mission

The opensaf foundation is a foundation that develops software available at no charge to its members. The mission is to enable and facilitate the creation of high availability vendor-neutral open source software and software tools generally consistent with sa forum specifications, to disseminate, promote and encourage to use such software and software tools worldwide and to ensure broad adoption.the foundation will pursue these purposes through additional activities such as providing for testing and conformity assessment of foundation software, the creation and ownership of distinctive trademarks; and the operation of a branding program based upon distinctive trademarks to create high customer awareness of, demand for, and confidence in products of foundation software.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$48,755$23,527▼ $25,228
Rtn Earn Endowment Incm Other Fnds$48,755$23,527▼ $25,228
Total Assets$48,755$23,527▼ $25,228
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$48,755$23,527▼ $25,228
Total Liabilities and Net Assets / Fund Balance$48,755$23,527▼ $25,228
Compensation and Service Providers

Board Members and Trustees

NameTitle
Monica HatlenPresident
Prodip SenSecretary
David FickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$1,094
Change in Net Assets
$-25,228
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,322
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---$18,100
Information Technology---$2,935
Office Expenses---$2,423
Fees for Services Accounting---$2,100
Fees for Services Legal---$694
Advertising---$70
Total Functional Expenses$0$0$0$26,322
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
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The organization delegated control over management duties to a management company, vital technical marketing, inc.

Form 990, Page 6, Part VI, Line 6

Sponsor membership - for companies that want the highest level of participation and strategic influence with opensaf, and who are willing and able to take high-profile leadership roles in the organization. Sponsor members commit to providing a minimum of three (3) fulltime employees to carry out the work of the forum, or the equivalent. Contributor membership - targets companies that seek strong involvement with opensaf and are interested in actively working forward the organization's goals. Contributor members commit to providing a minimum of one (1) fulltime employee, or equivalent, per year to the work of the foundation. Supporter membership - aimed at organizations that want to be on the inside of cutting-edge open source middleware technology, to collaborate and be publicly associated with the industry leaders driving innovation, or simply to support opensaf. No resource commitment is required, though all members are strongly encouraged to participate in the opensaf project.

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

Members elect members of the governing body.

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

The tax returns will be provided to the president and treasurer for their review and approval prior to filing them.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents and financial statements available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Opensaf Foundation
EIN
26-0619296
Phone
5036194109
Address
3855 SW 153RD DRIVE, BEAVERTON, OR 97003

Signing Officer

Name
Monica Hatlen
Title
President
Phone
5036194109
Signed
2019-04-22

Organization Details

Principal Officer
Monica Hatlen
Formed
2007
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Skcpa & Co
Address
10260 SW GREENBURG ROAD SUITE 1000, PORTLAND, OR 97223-5526
Preparer
Sean S Kim
Phone
5032931040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The opensaf foundation is a foundation that develops software available at no charge to its members. The mission is to enable and facilitate the creation of high availability vendor-neutral open source software and software tools generally consistent with sa forum specifications, to disseminate, promote and encourage to use such software and software tools worldwide and to ensure broad adoption.the foundation will pursue these purposes through additional activities such as providing for testing and conformity assessment of foundation software, the creation and ownership of distinctive trademarks; and the operation of a branding program based upon distinctive trademarks to create high customer awareness of, demand for, and confidence in products of foundation software.

Form 990, Page 1, Part I, Line 6

OFFICERS AND DIRECTORS

Raw XML Appendix243 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OPENSAF FOUNDATION IS A FOUNDATION THAT DEVELOPS SOFTWARE AVAILABLE AT NO CHARGE TO ITS MEMBERS. THE MISSION IS TO ENABLE AND FACILITATE THE CREATION OF HIGH AVAILABILITY VENDOR-NEUTRAL OPEN SOURCE SOFTWARE AND SOFTWARE TOOLS GENERALLY CONSISTENT WITH SA FORUM SPECIFICATIONS, TO DISSEMINATE, PROMOTE AND ENCOURAGE TO USE SUCH SOFTWARE AND SOFTWARE TOOLS WORLDWIDE AND TO ENSURE BROAD ADOPTION.THE FOUNDATION WILL PURSUE THESE PURPOSES THROUGH ADDITIONAL ACTIVITIES SUCH AS PROVIDING FOR TESTING AND CONFORMITY ASSESSMENT OF FOUNDATION SOFTWARE, THE CREATION AND OWNERSHIP OF DISTINCTIVE TRADEMARKS; AND THE OPERATION OF A BRANDING PROGRAM BASED UPON DISTINCTIVE TRADEMARKS TO CREATE HIGH CUSTOMER AWARENESS OF, DEMAND FOR, AND CONFIDENCE IN PRODUCTS OF FOUNDATION SOFTWARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES TO A MANAGEMENT COMPANY, VITAL TECHNICAL MARKETING, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPONSOR MEMBERSHIP - FOR COMPANIES THAT WANT THE HIGHEST LEVEL OF PARTICIPATION AND STRATEGIC INFLUENCE WITH OPENSAF, AND WHO ARE WILLING AND ABLE TO TAKE HIGH-PROFILE LEADERSHIP ROLES IN THE ORGANIZATION. SPONSOR MEMBERS COMMIT TO PROVIDING A MINIMUM OF THREE (3) FULLTIME EMPLOYEES TO CARRY OUT THE WORK OF THE FORUM, OR THE EQUIVALENT. CONTRIBUTOR MEMBERSHIP - TARGETS COMPANIES THAT SEEK STRONG INVOLVEMENT WITH OPENSAF AND ARE INTERESTED IN ACTIVELY WORKING FORWARD THE ORGANIZATION'S GOALS. CONTRIBUTOR MEMBERS COMMIT TO PROVIDING A MINIMUM OF ONE (1) FULLTIME EMPLOYEE, OR EQUIVALENT, PER YEAR TO THE WORK OF THE FOUNDATION. SUPPORTER MEMBERSHIP - AIMED AT ORGANIZATIONS THAT WANT TO BE ON THE INSIDE OF CUTTING-EDGE OPEN SOURCE MIDDLEWARE TECHNOLOGY, TO COLLABORATE AND BE PUBLICLY ASSOCIATED WITH THE INDUSTRY LEADERS DRIVING INNOVATION, OR SIMPLY TO SUPPORT OPENSAF. NO RESOURCE COMMITMENT IS REQUIRED, THOUGH ALL MEMBERS ARE STRONGLY ENCOURAGED TO PARTICIPATE IN THE OPENSAF PROJECT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TAX RETURNS WILL BE PROVIDED TO THE PRESIDENT AND TREASURER FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/TaxPeriodEndDt02018-12-31
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