Civic Intelligence

Plm World Inc

EIN 41-1713483 • 501(c)6 • Winston Salem, NC

Profile

Exchange of ideas among software users and developers

PO Box 26723Winston Salem, NC 27114

plmworld.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.03x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.02x

Higher debt load relative to revenue than 25% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

44th percentile

2.5%

Higher net margin than 44% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

54th percentile

6.9%

Faster asset growth than 54% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

81st percentile

22%

Faster revenue growth than 81% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,427,625

Up $155,703 (+6.9%) from 2015

Liabilities

Up

$67,853

Up $67,134 (+9337%) from 2015

Net Assets

Up

$2,359,772

Up $88,569 (+3.9%) from 2015

Revenue

Up

$2,736,621

Up $493,696 (+22%) from 2015

Expenses

Up

$2,667,945

Up $567,306 (+27%) from 2015

Net Income

Down

$68,676

Down $73,610 (-52%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $994,144Liabilities 2011: $32Net Assets 2011: $994,1122011Assets 2012: $1,773,677Liabilities 2012: $31Net Assets 2012: $1,773,6462012Assets 2013: $1,988,190Liabilities 2013: $0Net Assets 2013: $1,988,1902013Assets 2014: $2,022,396Liabilities 2014: $2,140Net Assets 2014: $2,020,2562014Assets 2015: $2,271,922Liabilities 2015: $719Net Assets 2015: $2,271,2032015Assets 2016: $2,427,625Liabilities 2016: $67,853Net Assets 2016: $2,359,7722016

Highlighted filing

2016

Assets$2,427,625
Liabilities$67,853
Net Assets$2,359,772

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2011: $1,808,125Expenses 2011: $1,485,274Net Income 2011: $322,8512011Revenue 2012: $2,102,000Expenses 2012: $1,322,749Net Income 2012: $779,2512012Revenue 2013: $2,054,044Expenses 2013: $1,804,272Net Income 2013: $249,7722013Revenue 2014: $1,895,421Expenses 2014: $1,866,405Net Income 2014: $29,0162014Revenue 2015: $2,242,925Expenses 2015: $2,100,639Net Income 2015: $142,2862015Revenue 2016: $2,736,621Expenses 2016: $2,667,945Net Income 2016: $68,6762016

Highlighted filing

2016

Revenue$2,736,621
Expenses$2,667,945
Net Income$68,676

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jul 10, 2017
Return Version
2015v3.0
Gross Receipts
$2,736,621
Mission and Program Overview

Mission

To provide the industry leading collaborative network for exchanging ideas, information and best practices enabling customer success and influencing the future direction of software development.

Exchange of ideas among software users and developers

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,271,203$2,359,772▲ $88,569
Cash and Non-Interest-Bearing Accounts$684,528$1,286,416▲ $601,888
Savings and Temporary Cash Investments$1,568,258$1,096,406▼ $471,852
Land, Buildings, and Equipment, Net$0$6,530▲ $6,530
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,271,922$2,427,625▲ $155,703
Other Assets Total$19,136$38,273▲ $19,137
Liabilities
Deferred Revenue$0$45,000▲ $45,000
Accounts Payable and Accrued Expenses$719$22,853▲ $22,134
Total Liabilities$719$67,853▲ $67,134
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,271,203$2,359,772▲ $88,569
Total Liabilities and Net Assets / Fund Balance$2,271,922$2,427,625▲ $155,703

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,530$3,208$9,738
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Beth EwingBusiness DirectorFT$92,901$92,901

Board Members and Trustees

NameTitle
Mark HalbishChairperson
Nathan HartmanVice Chairperson
Craig BrownCommunity Director
John ManderfieldDirector of Finance
Wendy HollidayExecutive Director
Don HauptStrategic Technical Director
Jon JarrettTechnical Director
Larry CarpenterVice Technical Director
Tim StorerPartner Liaison
Rich RamseySplm Development Liaison
Matt GreeneSplm Marketing Liaison
Dave LambkeSplm Sales Liaison
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,735,289
Investment Income
$1,332
Other Revenue
$0
Change in Net Assets
$68,676

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,527,224
Revenue Not Reported on Financial Statements
$209,397
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$209,397
Total Revenue per Audited Statements
$2,527,224
Total Revenue per Form 990
$2,736,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,300,495
Salaries, Compensation, and Employee Benefits$367,450
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$1,681,689
Other Salaries and Wages---$230,254
All Other Expenses---$140,314
Advertising---$89,230
Current Officers, Directors, Trustees, and Key Employees---$83,893
Other Expenses---$51,485
Payroll Taxes---$28,451
Other Employee Benefits---$22,251
Fees for Services Legal---$19,269
Fees for Services Accounting---$15,727
Fees for Services Other---$12,200
Office Expenses---$7,017
Insurance---$6,456
Pension Plan Contributions---$2,601
Depreciation Depletion---$323
Total Functional Expenses$0$0$0$2,667,945

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,667,945
Expenses per Audited Statements$2,529,310
Total Expenses per Audited Statements$2,529,310
Expenses Not Reported on Financial Statements$138,635
Other Expense Adjustments$138,635
Expenses Not Reported on Form 990$0
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
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has the following three classes of members: 1.) users - which consist of members whose direct employer owns an active license of siemens plm software, or are a qualified siemens plm software sales prospect 2.) partners - which consist of members who are employed directly by a company that is a partner of either plm world or siemens plm software 3.) siemens plm software employees - which consist of members who are a direct employee of siemens plm software

Form 990, Part VI, Section A, Line 7A

The users class of members has voting rights to cast one vote on each matter brought before the membership (the "voting members") which includes the voting on board of director positions.

Form 990, Part VI, Section A, Line 7B

The users class of members has voting rights to cast one vote on each matter brought before the membership (the "voting members").

Form 990, Part VI, Section B, Line 11

A copy of the federal form 990 & 990-t are provided to the board for review prior to being filed with the irs.

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

Executive director reviews the policy with staff annually. Board reviews the policy with directors annually. All board and staff members are required to sign a non-disclosure agreement which includes a conflict of interest policy. Board and staff members shall reveal to the board any matter that may be construed as a conflict of interest. The chairperson will enforce the policy, which may include prohibiting the director with the conflict from participating in any deliberations or vote regarding the matter.

Form 990, Part VI, Section C, Line 19

These documents are available upon request after consideration of the board and the form 990 tax return is also available through guidestar.org.

Filing and Contact Details

Filer

Filer Name
Plm World Inc
EIN
41-1713483
Phone
5186126068
Address
PO BOX 26723, WINSTON SALEM, NC 27114

Signing Officer

Name
Wendy Holliday
Title
Executive Director
Phone
5186126068
Signed
2017-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Holliday
Formed
1990
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
11
Employees
5
Volunteers
12

Preparer

Firm
Cliftonlarsonallen Llp
Address
ONE SEAGATE SUITE 2650, TOLEDO, OH 43604-1558
Preparer
Roderick J Maclachlan
Phone
4192443711
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The finance committee of plm world, inc is responsible for the oversight of the audit of the financial statements as well as the selection of the independent accountant. This process has not changed during the tax year.

Financial Statement Notes

PART X, LINE 2:

Plm world believes it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that would be material to the financial statements.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Plm world revenue from siemens stipends 4,085. Regional user group revenue 205,312.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Additional marketing expenses 1,824. Plm world event expenses 40. Regional user group expenses 136,771.

Raw XML Appendix384 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/PYSalariesCompEmpBnftPaidAmt0240350
IRS990/PYTotalExpensesAmt02100639
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02242925
IRS990/ReconcilationRevenueExpnssAmt068676
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02271203
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02359772
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01568258
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01096406
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt06530
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03208
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09738
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0138635
IRS990ScheduleD/ExpensesSubtotalAmt02529310
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt0138635
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0209397
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0209397
IRS990ScheduleD/RevenueSubtotalAmt02527224
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PLM WORLD BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT WOULD BE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1PLM WORLD REVENUE FROM SIEMENS STIPENDS 4,085. REGIONAL USER GROUP REVENUE 205,312.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2ADDITIONAL MARKETING EXPENSES 1,824. PLM WORLD EVENT EXPENSES 40. REGIONAL USER GROUP EXPENSES 136,771.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06530
IRS990ScheduleD/TotalExpensesPerForm990Amt02667945
IRS990ScheduleD/TotalRevenuePerForm990Amt02736621
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02527224
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02529310
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS THE FOLLOWING THREE CLASSES OF MEMBERS: 1.) USERS - WHICH CONSIST OF MEMBERS WHOSE DIRECT EMPLOYER OWNS AN ACTIVE LICENSE OF SIEMENS PLM SOFTWARE, OR ARE A QUALIFIED SIEMENS PLM SOFTWARE SALES PROSPECT 2.) PARTNERS - WHICH CONSIST OF MEMBERS WHO ARE EMPLOYED DIRECTLY BY A COMPANY THAT IS A PARTNER OF EITHER PLM WORLD OR SIEMENS PLM SOFTWARE 3.) SIEMENS PLM SOFTWARE EMPLOYEES - WHICH CONSIST OF MEMBERS WHO ARE A DIRECT EMPLOYEE OF SIEMENS PLM SOFTWARE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE USERS CLASS OF MEMBERS HAS VOTING RIGHTS TO CAST ONE VOTE ON EACH MATTER BROUGHT BEFORE THE MEMBERSHIP (THE "VOTING MEMBERS") WHICH INCLUDES THE VOTING ON BOARD OF DIRECTOR POSITIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE USERS CLASS OF MEMBERS HAS VOTING RIGHTS TO CAST ONE VOTE ON EACH MATTER BROUGHT BEFORE THE MEMBERSHIP (THE "VOTING MEMBERS").
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FEDERAL FORM 990 & 990-T ARE PROVIDED TO THE BOARD FOR REVIEW PRIOR TO BEING FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE DIRECTOR REVIEWS THE POLICY WITH STAFF ANNUALLY. BOARD REVIEWS THE POLICY WITH DIRECTORS ANNUALLY. ALL BOARD AND STAFF MEMBERS ARE REQUIRED TO SIGN A NON-DISCLOSURE AGREEMENT WHICH INCLUDES A CONFLICT OF INTEREST POLICY. BOARD AND STAFF MEMBERS SHALL REVEAL TO THE BOARD ANY MATTER THAT MAY BE CONSTRUED AS A CONFLICT OF INTEREST. THE CHAIRPERSON WILL ENFORCE THE POLICY, WHICH MAY INCLUDE PROHIBITING THE DIRECTOR WITH THE CONFLICT FROM PARTICIPATING IN ANY DELIBERATIONS OR VOTE REGARDING THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AFTER CONSIDERATION OF THE BOARD AND THE FORM 990 TAX RETURN IS ALSO AVAILABLE THROUGH GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FINANCE COMMITTEE OF PLM WORLD, INC IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NH
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/StatesWhereCopyOfReturnIsFldCd2NC
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02271922
IRS990/TotalAssetsEOYAmt02427625
IRS990/TotalAssetsGrp/BOYAmt02271922
IRS990/TotalAssetsGrp/EOYAmt02427625
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt02667945
IRS990/TotalGrossUBIAmt02735289
IRS990/TotalLiabilitiesBOYAmt0719
IRS990/TotalLiabilitiesEOYAmt067853
IRS990/TotalLiabilitiesGrp/BOYAmt0719
IRS990/TotalLiabilitiesGrp/EOYAmt067853
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02271203
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02359772
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02735289
IRS990/TotalReportableCompFromOrgAmt092901
IRS990/TotalRevenueGrp/ExclusionAmt01332
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02736621
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02735289
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02271922
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02427625
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 26723
IRS990/USAddress/CityNm0WINSTON SALEM
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027114
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0PLMWORLD.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDY HOLLIDAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05186126068
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLM WORLD INC
ReturnHeader/Filer/BusinessNameControlTxt0PLMW
ReturnHeader/Filer/EIN0411713483
ReturnHeader/Filer/PhoneNum05186126068
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 26723
ReturnHeader/Filer/USAddress/CityNm0WINSTON SALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027114
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE SEAGATE SUITE 2650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOLEDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0436041558
ReturnHeader/PreparerPersonGrp/PhoneNum04192443711
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODERICK J MACLACHLAN
ReturnHeader/ReturnTs02017-07-14T07:14:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

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