Civic Intelligence

Vmware User Group Inc

990 • Fiscal year 2019 • EIN 27-2343163

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 12, 2020

113 Seaboard Lane Suite C250Franklin, TN 37067

(615) 432-5433

Siviq Scores

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

Liabilities / Assets

78th percentile

0.48x

Higher debt load relative to assets than 78% of similar nonprofits.

2019 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

40th percentile

0.28x

Higher debt load relative to revenue than 40% of similar nonprofits.

2019 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2019

Net Margin

48th percentile

4.0%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2019 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2019

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

1.7%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$5,826,959

Up $964,653 (+20%) from 2018

Net Assets

Up

$3,027,976

Up $736,151 (+32%) from 2018

Liabilities

Up

$2,798,983

Up $228,502 (+8.9%) from 2018

Revenue

Up

$10,095,928

Up $166,352 (+1.7%) from 2018

Expenses

Up

$9,695,558

Up $640,929 (+7.1%) from 2018

Net Income

Down

$400,370

Down $474,577 (-54%) from 2018

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2016: $2,859,632Liabilities 2016: $886,463Net Assets 2016: $1,973,1692016Assets 2017: $2,921,137Liabilities 2017: $1,365,116Net Assets 2017: $1,556,0212017Assets 2018: $4,862,306Liabilities 2018: $2,570,481Net Assets 2018: $2,291,8252018Assets 2019: $5,826,959Liabilities 2019: $2,798,983Net Assets 2019: $3,027,9762019Assets 2020: $8,787,293Liabilities 2020: $3,166,443Net Assets 2020: $5,620,8502020Assets 2021: $9,569,219Liabilities 2021: $2,890,545Net Assets 2021: $6,678,6742021Assets 2022: $7,204,734Liabilities 2022: $3,626,227Net Assets 2022: $3,578,5072022Assets 2023: $6,284,982Liabilities 2023: $2,552,350Net Assets 2023: $3,732,6322023Assets 2024: $6,360,031Liabilities 2024: $2,279,502Net Assets 2024: $4,080,5292024

Highlighted filing

2019

Assets$5,826,959
Liabilities$2,798,983
Net Assets$3,027,976

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2016: $9,905,850Expenses 2016: $9,920,030Net Income 2016: -$14,1802016Revenue 2017: $8,900,376Expenses 2017: $9,438,825Net Income 2017: -$538,4492017Revenue 2018: $9,929,576Expenses 2018: $9,054,629Net Income 2018: $874,9472018Revenue 2019: $10,095,928Expenses 2019: $9,695,558Net Income 2019: $400,3702019Revenue 2020: $8,896,163Expenses 2020: $6,541,459Net Income 2020: $2,354,7042020Revenue 2021: $8,623,176Expenses 2021: $7,829,720Net Income 2021: $793,4562021Revenue 2022: $8,480,405Expenses 2022: $10,610,472Net Income 2022: -$2,130,0672022Revenue 2023: $8,575,958Expenses 2023: $8,760,097Net Income 2023: -$184,1392023Revenue 2024: $5,710,443Expenses 2024: $5,874,332Net Income 2024: -$163,8892024

Highlighted filing

2019

Revenue$10,095,928
Expenses$9,695,558
Net Income$400,370
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 12, 2020
Return Version
2019v5.0
Gross Receipts
$10,095,928
Mission and Program Overview

Mission

The vmware user group (vmug) is an independent, global, customer-led organization, created to maximize members' use of vmware and partner solutions through knowledge sharing, training, collaboration, and events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,027,035$3,501,308▲ $1,474,273
Accounts Receivable$1,165,487$1,345,405▲ $179,918
Cash and Non-Interest-Bearing Accounts$1,314,899$719,231▼ $595,668
Prepaid Expenses and Deferred Charges$354,885$261,015▼ $93,870
Total Assets$4,862,306$5,826,959▲ $964,653
Liabilities
Deferred Revenue$1,690,091$2,220,663▲ $530,572
Accounts Payable and Accrued Expenses$880,390$578,320▼ $302,070
Total Liabilities$2,570,481$2,798,983▲ $228,502
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,291,825$3,027,976▲ $736,151
Total Net Assets Fund Balance$2,291,825$3,027,976▲ $736,151
Total Liabilities and Net Assets / Fund Balance$4,862,306$5,826,959▲ $964,653
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steve AthanasPresident
Adrian WoodwardDirector
Ann JohnsonDirector
Ben ClaytonDirector
Bonnie BauderDirector
Dave SimpsonDirector
David SanbergDirector
Dr Heinz-herman AdamDirector
Jean WilliamsDirector
Matt HeldstabDirector
Pj SpagnolattiDirector
Ravi VenkatasubbaiahDirector
Brad TompkinsExecutive Di
Brian ChylikSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,087,750
Investment Income
$0
Other Revenue
$8,178
Change in Net Assets
$400,370

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,095,928
Total Revenue per Audited Statements
$10,095,928
Total Revenue per Form 990
$10,095,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,675,558
Grants and Similar Amounts Paid$20,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$3,383,163$23,554-$3,406,717
Fees for Services Management$909,934$712,205-$1,622,139
Fees for Services Other$1,149,400$357,371-$1,506,771
Advertising$899,792$552,403-$1,452,195
Travel$1,064,026$3,309-$1,067,335
Information Technology$42,998$72,685-$115,683
Office Expenses$111,312$1,154-$112,466
Other Expenses$49,257$2,892-$52,149
All Other Expenses$5,955$30,577-$36,532
Grants to Domestic Orgs$20,000--$20,000
Occupancy-$6,698-$6,698
Insurance-$3,248-$3,248
Total Functional Expenses$7,878,282$1,817,276$0$9,695,558

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,695,558
Total Expenses per Audited Statements$9,695,558
Total Expenses per Form 990$9,695,558
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Olpc Inc---$9,600
Girls Who Code---$6,400

International Summary

Spending
$1,326,548

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeProgram ServicesIntl Events--$774,586
CanadaProgram ServicesIntl Events--$311,362
AustraliaProgram ServicesIntl Events--$240,600
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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
No

Governance Explanations

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

The 990 is reviewed by the accountant and the board of directors.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Vmware User Group Inc
EIN
27-2343163
Phone
6154325433
Address
113 SEABOARD LANE SUITE C250, FRANKLIN, TN 37067

Signing Officer

Name
Brad Tompkins
Title
Executive Director
Phone
6154325433
Signed
2020-07-12

Organization Details

Principal Officer
Brad Tompkins
Formed
2010
Legal Domicile
Il
Voting Board Members
14
Independent Board Members
13
Employees
0

Preparer

Firm
Patterson Hardee & Ballentine Pc
Address
1889 GENERAL GEORGE PATTON DR SUIT, FRANKLIN, TN 37067-6294
Preparer
Sarah C Hardee CPA
Phone
6157505537
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professtional fees 1,149,400 357,371 0

Financial Statement Notes

Schedule D, Page 3, Part X

We are exempt from income taxes under section 501(c)(6) of the internal revenue code and qualify for charitable deduction. We are not classified as a private organization. In accounting for uncertain income taxes, we recognized a tax position as a benefit only if it is "more likely than not" the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit greater than 50 percent likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. At december 31, 2019, we have no uncertain tax positions. We recognized interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. We have no amounts accrued for interest or penalties as of december 31, 2019. We are no longer subject to examination by u.s federal and state taxing authorities for fiscal years ending before 2016.

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IRS990/OtherExpensesGrp/ProgramServicesAmt1101584
IRS990/OtherExpensesGrp/ProgramServicesAmt273789
IRS990/OtherExpensesGrp/ProgramServicesAmt349257
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0354885
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0261015
IRS990/PrincipalOfficerNm0BRAD TOMPKINS
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IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0SPONSORSHIPS
IRS990/ProgramServiceRevenueGrp/Desc1ADVANTAGE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2SUPPORT
IRS990/ProgramServiceRevenueGrp/Desc3ATTENDEE FEES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11649997
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IRS990/ProgSrvcAccomActy2Grp/Desc0NETWORKING: VMUG PROVIDES NETWORKING OPPORTUNITIES THROUGH ONLINE GLOBAL, LOCAL, AND INTEREST-BASED COMMUITIES. VMUG'S MULTI-DAY CONFERENCES ALSO PROVIDE NETWORKING OPPORTUNITIES.
IRS990/ProgSrvcAccomActy3Grp/Desc0ADVOCACY: VMUG PROVIDES OPPORTUNITIES FOR ADVOCACY THROUGH ITS VMUG LOCAL LEADER PROGRAM. EACH VMUG LEADER IS A VOLUNTEER RESPONSIBLE FOR COORDINATING THE ACTIVITIES OF THE LOCAL VMUG COMMUNITY AND ACTING AS THE PRIMARY POINT OF CONTACT ON BEHALF OF THE GROUP. THE LEADER OF THE USER GROUP MUST BE A VMUG MEMBER AND A USER OR PARTNER THAT SERVES IN A TECHNICAL ROLE AT HIS/HER COMPANY. LEADERS ARE EXPECTED TO HOLD QUARTERLY MEETING/EVENTS FOR THEIR LOCAL VMUG MEMBERSHIP.
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IRS990/PYOtherExpensesAmt09054629
IRS990/PYOtherRevenueAmt012187
IRS990/PYProgramServiceRevenueAmt09864311
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IRS990/PYTotalExpensesAmt09054629
IRS990/PYTotalRevenueAmt09929576
IRS990/ReconcilationRevenueExpnssAmt0400370
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WE ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND QUALIFY FOR CHARITABLE DEDUCTION. WE ARE NOT CLASSIFIED AS A PRIVATE ORGANIZATION. IN ACCOUNTING FOR UNCERTAIN INCOME TAXES, WE RECOGNIZED A TAX POSITION AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. AT DECEMBER 31, 2019, WE HAVE NO UNCERTAIN TAX POSITIONS. WE RECOGNIZED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. WE HAVE NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES AS OF DECEMBER 31, 2019. WE ARE NO LONGER SUBJECT TO EXAMINATION BY U.S FEDERAL AND STATE TAXING AUTHORITIES FOR FISCAL YEARS ENDING BEFORE 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt2311362
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1AUSTRALIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2CANADA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0INTL EVENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt1INTL EVENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt2INTL EVENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1PROGRAM SERVICES
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2PROGRAM SERVICES
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IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt01326548
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0EUROPE 774,586 0 AUSTRALIA 240,600 0 CANADA 311,362 0
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 1, PART I, LINE 3
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IRS990ScheduleI/RecipientTable/CashGrantAmt19600
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GIRLS WHO CODE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OLPC INC
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE ACCOUNTANT AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER PROFESSTIONAL FEES 1,149,400 357,371 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
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IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt05826959
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IRS990/TotalAssetsGrp/EOYAmt05826959
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IRS990/TotalFunctionalExpensesGrp/TotalAmt09695558
IRS990/TotalGrossUBIAmt00
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IRS990/TravelGrp/ManagementAndGeneralAmt03309
IRS990/TravelGrp/ProgramServicesAmt01064026
IRS990/TravelGrp/TotalAmt01067335
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0113 SEABOARD LN STE C250
IRS990/USAddress/CityNm0FRANKLIN
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037067
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.VMUG.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD TOMPKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06154325433
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VMWARE USER GROUP INC
ReturnHeader/Filer/BusinessNameControlTxt0VMWA
ReturnHeader/Filer/EIN0272343163
ReturnHeader/Filer/PhoneNum06154325433
ReturnHeader/Filer/USAddress/AddressLine1Txt0113 SEABOARD LANE SUITE C250
ReturnHeader/Filer/USAddress/CityNm0FRANKLIN
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B75799B84AC5B908B0ED3FFA0EF917C3E11C4290
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B75799B84AC5B908B0ED3FFA0EF917C3E11C4290
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.195.70.114

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