Civic Intelligence

One Zone Inc

990 • Fiscal year 2020 • EIN 35-1324593

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

8770 North St Ste 100BFishers, IN 46038-2863

(317) 436-4653

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.00x

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

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Net Margin

30th percentile

-1.0%

Higher net margin than 30% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$108,671

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2020

Asset Growth

48th percentile

4.6%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

26th percentile

-21%

Faster revenue growth than 26% of similar nonprofits.

2020 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,375,330

Up $60,461 (+4.6%) from 2019

Net Assets

Up

$1,375,330

Up $60,461 (+4.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$699,466

Down $186,094 (-21%) from 2019

Expenses

Down

$706,416

Down $137,688 (-16%) from 2019

Net Income

Down

-$6,950

Down $48,406 (-117%) from 2019

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $514,351Liabilities 2010: $1,800Net Assets 2010: $512,5512010Assets 2011: $525,867Liabilities 2011: $1,800Net Assets 2011: $524,0672011Assets 2012: $580,310Liabilities 2012: $1,800Net Assets 2012: $578,5102012Assets 2013: $689,146Liabilities 2013: $1,800Net Assets 2013: $687,3462013Assets 2014: $759,155Liabilities 2014: $1,800Net Assets 2014: $757,3552014Assets 2015: $863,683Liabilities 2015: $1,800Net Assets 2015: $861,8832015Assets 2016: $898,016Liabilities 2016: $0Net Assets 2016: $898,0162016Assets 2017: $1,108,695Liabilities 2017: $0Net Assets 2017: $1,108,6952017Assets 2018: $1,112,710Liabilities 2018: $0Net Assets 2018: $1,112,7102018Assets 2019: $1,314,869Liabilities 2019: $0Net Assets 2019: $1,314,8692019Assets 2020: $1,375,330Liabilities 2020: $0Net Assets 2020: $1,375,3302020Assets 2021: $1,692,723Liabilities 2021: $121Net Assets 2021: $1,692,6022021Assets 2022: $1,465,152Liabilities 2022: $3,598Net Assets 2022: $1,461,5542022Assets 2023: $1,469,077Liabilities 2023: $0Net Assets 2023: $1,469,0772023Assets 2024: $1,588,638Liabilities 2024: $0Net Assets 2024: $1,588,6382024

Highlighted filing

2020

Assets$1,375,330
Liabilities$0
Net Assets$1,375,330

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $302,5302010Expenses 2011: $310,3422011Expenses 2012: $371,8062012Revenue 2013: $467,326Expenses 2013: $422,434Net Income 2013: $44,8922013Revenue 2014: $495,336Expenses 2014: $435,420Net Income 2014: $59,9162014Revenue 2015: $773,043Expenses 2015: $715,102Net Income 2015: $57,9412015Revenue 2016: $742,225Expenses 2016: $706,092Net Income 2016: $36,1332016Revenue 2017: $816,022Expenses 2017: $761,950Net Income 2017: $54,0722017Revenue 2018: $883,095Expenses 2018: $817,855Net Income 2018: $65,2402018Revenue 2019: $885,560Expenses 2019: $844,104Net Income 2019: $41,4562019Revenue 2020: $699,466Expenses 2020: $706,416Net Income 2020: -$6,9502020Revenue 2021: $963,711Expenses 2021: $807,188Net Income 2021: $156,5232021Revenue 2022: $1,047,321Expenses 2022: $1,031,446Net Income 2022: $15,8752022Revenue 2023: $981,128Expenses 2023: $1,106,211Net Income 2023: -$125,0832023Revenue 2024: $1,235,715Expenses 2024: $1,109,686Net Income 2024: $126,0292024

Highlighted filing

2020

Revenue$699,466
Expenses$706,416
Net Income-$6,950
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Gross Receipts
$754,303
Mission and Program Overview

Mission

Member-driven organization, committed to enhancing our members success, fostering economic growth and contributing to our communitys quality of life. From serving as in informational resource, to providing for busines

Member-driven organization, committed to enhancing our members' success, fostering economic growth and contributing to our community's quality of life. Serving as an informational resource and providing for business.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,145,843$1,246,867▲ $101,024
Cash and Non-Interest-Bearing Accounts$136,756$105,000▼ $31,756
Land, Buildings, and Equipment, Net$20,957$20,957→ $0
Prepaid Expenses and Deferred Charges$9,535$2,506▼ $7,029
Total Assets$1,314,869$1,375,330▲ $60,461
Other Assets Total$1,778$0▼ $1,778
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,314,869$1,375,330▲ $60,461
Total Net Assets Fund Balance$1,314,869$1,375,330▲ $60,461
Total Liabilities and Net Assets / Fund Balance$1,314,869$1,375,330▲ $60,461

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,957$31,380$52,337
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jack RussellPresidentFT$108,671$108,671

Board Members and Trustees

NameTitle
Kathy KrusieChair
Patrick BroccoloChair-elect
Courtney LloydPast Chair
Deborah WintnerDirector
Doug PuckettDirector
Doug TrueDirector
Jeryl MitschDirector
John WickDirector
Julie ManasDirector
Katie SmardoDirector
Michaeal HartDirector
Sam MishelowDirector
Seamus BoyceDirector
Sydney BlumenthalDirector
Ranjit PuthranSecretary
Ryan MooneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$651,442
Program Service Revenue
$0
Investment Income
$45,708
Other Revenue
$2,316
All Other Contributions
$106,808
Change in Net Assets
$-6,950
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$425,104
Other Expenses$281,312
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$373,562
Fees for Services Other---$86,242
Occupancy---$62,412
Payroll Taxes---$28,317
Other Employee Benefits---$21,649
Information Technology---$17,840
Office Expenses---$15,558
Fees for Service Investment Mgmnt Fees---$10,827
Other Expenses---$4,274
Insurance---$4,204
Fees for Services Accounting---$3,889
All Other Expenses---$3,298
Conferences and Meetings---$2,539
Pension Plan Contributions---$1,576
Travel---$179
Total Functional Expenses$0$0$0$706,416
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
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

The president performs a complete review of the form 990 prior to filing. The return is available to the board of directors and members upon request.

Form 990, Part VI, Section B, Line 12C

Annually the board members and members of the business issues committee are required to sign the conflict of interest policy.

Form 990, Part VI, Section B, Line 15

The executive committee is granted the authority to set the compensation of the president. The compensation is determined based upon performance of the organization and review of similar organizations. The president determines the salaries of the other key staff members within the budget approved by the board of directors. The board of directors and officers of the board serve without compensation.

Form 990, Part VI, Section C, Line 19

The governing documents are available to the general public upon request to the organization.

Filing and Contact Details

Filer

Filer Name
One Zone Inc
EIN
35-1324593
Phone
3174364653
Address
8770 NORTH ST STE 100B, FISHERS, IN 46038-2863

Signing Officer

Name
Patrick Broccolo
Title
Board Chair
Phone
3174364653
Signed
2021-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Broccolo
Formed
1970
Legal Domicile
In
Voting Board Members
16
Independent Board Members
16
Employees
8
Volunteers
50

Preparer

Firm
Somerset Cpas and Advisors
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
C Brian Thrasher CPA
Phone
3174722200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payroll service 1,386. Attendance/registration fees 683. Contracted services 83,673. Design service fees 500.

Raw XML Appendix390 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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IRS990/OfficeExpensesGrp/TotalAmt015558
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01778
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021649
IRS990/OtherExpensesGrp/Desc0SITE CHARGES
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2PRIZES, SCHOLARSHIPS, G
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt056253
IRS990/OtherExpensesGrp/TotalAmt19210
IRS990/OtherExpensesGrp/TotalAmt24587
IRS990/OtherExpensesGrp/TotalAmt34274
IRS990/OtherRevenueTotalAmt02316
IRS990/OtherSalariesAndWagesGrp/TotalAmt0373562
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt028317
IRS990/PensionPlanContributionsGrp/TotalAmt01576
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09535
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02506
IRS990/PrincipalOfficerNm0PATRICK BROCCOLO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0851828
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt032827
IRS990/PYOtherExpensesAmt0335247
IRS990/PYOtherRevenueAmt0905
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt041456
IRS990/PYSalariesCompEmpBnftPaidAmt0508857
IRS990/PYTotalExpensesAmt0844104
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0885560
IRS990/ReconcilationRevenueExpnssAmt0-6950
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt020957
IRS990ScheduleD/EquipmentGrp/DepreciationAmt031380
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt052337
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020957
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT PERFORMS A COMPLETE REVIEW OF THE FORM 990 PRIOR TO FILING. THE RETURN IS AVAILABLE TO THE BOARD OF DIRECTORS AND MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY THE BOARD MEMBERS AND MEMBERS OF THE BUSINESS ISSUES COMMITTEE ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITTEE IS GRANTED THE AUTHORITY TO SET THE COMPENSATION OF THE PRESIDENT. THE COMPENSATION IS DETERMINED BASED UPON PERFORMANCE OF THE ORGANIZATION AND REVIEW OF SIMILAR ORGANIZATIONS. THE PRESIDENT DETERMINES THE SALARIES OF THE OTHER KEY STAFF MEMBERS WITHIN THE BUDGET APPROVED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS AND OFFICERS OF THE BOARD SERVE WITHOUT COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL SERVICE 1,386. ATTENDANCE/REGISTRATION FEES 683. CONTRACTED SERVICES 83,673. DESIGN SERVICE FEES 500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01314869
IRS990/TotalAssetsEOYAmt01375330
IRS990/TotalAssetsGrp/BOYAmt01314869
IRS990/TotalAssetsGrp/EOYAmt01375330
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0651442
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt0706416
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01314869
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01375330
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt0108671
IRS990/TotalRevenueGrp/ExclusionAmt022539
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt025485
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0699466
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01314869
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01375330
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt0179
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08770 NORTH ST STE 100B
IRS990/USAddress/CityNm0FISHERS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd0460382863
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.ONEZONECOMMERCE.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK BROCCOLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03174364653
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONE ZONE INC
ReturnHeader/Filer/BusinessNameControlTxt0ONEZ
ReturnHeader/Filer/EIN0351324593
ReturnHeader/Filer/PhoneNum03174364653
ReturnHeader/Filer/USAddress/AddressLine1Txt08770 NORTH ST STE 100B
ReturnHeader/Filer/USAddress/CityNm0FISHERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0460382863
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201717681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOMERSET CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03925 RIVER CROSSING PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C BRIAN THRASHER CPA
ReturnHeader/ReturnTs02021-11-15T11:51:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROCCOLO
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$1.24$1.11$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.98$1.11$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.46$1.05$1.03$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$0.96$0.81$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.70$0.71$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.89$0.84$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.88$0.82$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.82$0.76$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.74$0.71$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.77$0.72$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.50$0.44$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.47$0.42$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.52$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.30