Civic Intelligence

Openelis Foundation

990 • Fiscal year 2023 • EIN 27-3655875

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Organization ProfileWWW.OPENELIS.ORG

View Organization Page

7231 Mcintosh WayEgg Harbor, WI 54209

(651) 271-9094

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

49th percentile

3.6%

Higher net margin than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$138,110

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

44th percentile

2.3%

Faster asset growth than 44% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-13%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$982,610

Up $22,202 (+2.3%) from 2022

Net Assets

Up

$978,236

Up $60,838 (+6.6%) from 2022

Liabilities

Down

$4,374

Down $38,636 (-90%) from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin49th percentile

Revenue

Down

$1,669,884

Down $259,625 (-13%) from 2022

Expenses

Down

$1,609,046

Down $66 (-0.0%) from 2022

Net Income

Down

$60,838

Down $259,559 (-81%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $232,679Liabilities 2017: $61,971Net Assets 2017: $170,7082017Assets 2018: $210,377Liabilities 2018: $94,689Net Assets 2018: $115,6882018Assets 2019: $176,215Liabilities 2019: $9,295Net Assets 2019: $166,9202019Assets 2020: $193,458Liabilities 2020: $52,438Net Assets 2020: $141,0202020Assets 2021: $719,099Liabilities 2021: $122,098Net Assets 2021: $597,0012021Assets 2022: $960,408Liabilities 2022: $43,010Net Assets 2022: $917,3982022Assets 2023: $982,610Liabilities 2023: $4,374Net Assets 2023: $978,2362023Assets 2024: $1,745,058Liabilities 2024: $889,718Net Assets 2024: $855,3402024Assets 2025: $2,061,497Liabilities 2025: $1,223,416Net Assets 2025: $838,0812025

Highlighted filing

2023

Assets$982,610
Liabilities$4,374
Net Assets$978,236
Open 2023 Filing

Operations Trend

Revenue Growth22nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $327,746Expenses 2017: $230,480Net Income 2017: $97,2662017Revenue 2018: $624,449Expenses 2018: $679,469Net Income 2018: -$55,0202018Revenue 2019: $476,815Expenses 2019: $425,583Net Income 2019: $51,2322019Revenue 2020: $926,992Expenses 2020: $952,892Net Income 2020: -$25,9002020Revenue 2021: $2,023,481Expenses 2021: $1,567,500Net Income 2021: $455,9812021Revenue 2022: $1,929,509Expenses 2022: $1,609,112Net Income 2022: $320,3972022Revenue 2023: $1,669,884Expenses 2023: $1,609,046Net Income 2023: $60,8382023Revenue 2024: $1,316,148Expenses 2024: $1,439,044Net Income 2024: -$122,8962024Revenue 2025: $1,390,194Expenses 2025: $1,407,053Net Income 2025: -$16,8592025

Highlighted filing

2023

Revenue$1,669,884
Expenses$1,609,046
Net Income$60,838
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Gross Receipts
$1,669,884
Mission and Program Overview

Mission

To provide training and support for open source software used by public health laboratories

To develop open source community based solutions and thereby support the informatics needs and best practices of environmental, clinical, and public health laboratories.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$678,376$838,609▲ $160,233
Accounts Receivable$274,659$138,800▼ $135,859
Prepaid Expenses and Deferred Charges$4,708$3,716▼ $992
Land, Buildings, and Equipment, Net$2,665$1,485▼ $1,180
Total Assets$960,408$982,610▲ $22,202
Liabilities
Deferred Revenue$6,667--
Accounts Payable and Accrued Expenses$36,343$4,374▼ $31,969
Total Liabilities$43,010$4,374▼ $38,636
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$917,398$978,236▲ $60,838
Total Net Assets Fund Balance$917,398$978,236▲ $60,838
Total Liabilities and Net Assets / Fund Balance$960,408$982,610▲ $22,202

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,485$6,071$7,556
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas SzumEmployeeFT$138,110-$138,110
Shondra JohnsonManager, SecFT$112,500$844$113,344
Jessica BauerEmployeeFT$101,808$789$102,597
Gary JonesExecutive DiFT$75,000$562$75,562

Board Members and Trustees

NameTitle
Dariush ShiraziBoard Member
Janine FlowersBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$146,667
Program Service Revenue
$1,519,146
Investment Income
$4,058
Other Revenue
$13
Change in Net Assets
$60,838
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$955,927
Other Expenses$653,119
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$783,576$87,896-$871,472
Fees for Services Other$518,181--$518,181
Payroll Taxes$75,937$8,518-$84,455
Insurance-$40,431-$40,431
Conferences and Meetings$40,262--$40,262
Office Expenses$3,863$23,935-$27,798
Fees for Services Accounting-$11,570-$11,570
Advertising-$4,936-$4,936
Depreciation Depletion$1,180--$1,180
Other Expenses$749$350-$350
Total Functional Expenses$1,429,798$179,248$0$1,609,046
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“There is a telephonic board meeting prior to issuance of the 990 to discuss. The 990 is distributed prior to this meeting for the board's review.”

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

“There is a phone call to discuss.”

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

“Compensation for the executive director included a review and approval by the board.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Openelis Foundation
EIN
27-3655875
Phone
6512719094
Address
7231 MCINTOSH WAY, EGG HARBOR, WI 54209

Signing Officer

Name
Gary Jones
Title
Executive Director
Phone
6512719094
Signed
2024-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Jones
Formed
2010
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
10

Preparer

Firm
Kerberrose Sc
Address
PO BOX 229 10568 COUNTRY WALK LN, SISTER BAY, WI 54234
Preparer
Mary Horton CPA
Phone
9208542379
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Outside contract services 555,739 0 0 donated services -37,558 0 0 total 518,181 0 0”

Raw XML Appendix357 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/ExplanationTxt0THERE IS A TELEPHONIC BOARD MEETING PRIOR TO ISSUANCE OF THE 990 TO DISCUSS. THE 990 IS DISTRIBUTED PRIOR TO THIS MEETING FOR THE BOARD'S REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS A PHONE CALL TO DISCUSS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR THE EXECUTIVE DIRECTOR INCLUDED A REVIEW AND APPROVAL BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE CONTRACT SERVICES 555,739 0 0 DONATED SERVICES -37,558 0 0 TOTAL 518,181 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0179248
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01429798
IRS990/TotalFunctionalExpensesGrp/TotalAmt01609046
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043010
IRS990/TotalLiabilitiesEOYAmt04374
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0978236
IRS990/TotalOtherCompensationAmt02195
IRS990/TotalProgramServiceExpensesAmt01429798
IRS990/TotalProgramServiceRevenueAmt01519146
IRS990/TotalReportableCompFromOrgAmt0427418
IRS990/TotalRevenueGrp/ExclusionAmt04071
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01519146
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01669884
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0960408
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IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.OPENELIS.ORG
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ReturnHeader/BusinessOfficerGrp/PersonNm0GARY JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06512719094
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391658423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERBERROSE SC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SISTER BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054234
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY HORTON CPA
ReturnHeader/ReturnTs02024-05-01T11:15:44-04:00
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$982,610
Liabilities
$4,374
Net assets
$978,236
Revenue
$1,669,884
Expenses
$1,609,046
Net income
$60,838
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.06$1.22$0.84$1.39$1.41$0.02
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.89$0.86$1.32$1.44$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$1.67$1.61$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.04$0.92$1.93$1.61$0.32
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.12$0.60$2.02$1.57$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.19$0.05$0.14$0.93$0.95$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.01$0.17$0.48$0.43$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.09$0.12$0.62$0.68$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.06$0.17$0.33$0.23$0.10