Civic Intelligence

The Linux Foundation

990 • Fiscal year 2016 • EIN 46-0503801

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

1 Letterman Drive No D4700San Francisco, CA 94129-1496

(415) 723-9709

Siviq Scores

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

Liabilities / Assets

37th percentile

0.28x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)6 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

17th percentile

0.18x

Higher debt load relative to revenue than 17% of similar nonprofits.

2016 filings • 501(c)6 • $50M-$100M nonprofits • Source year 2016

Net Margin

81st percentile

15%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)6 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

96th percentile

$1,672,056

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

94th percentile

43%

Faster asset growth than 94% of similar nonprofits.

2016 filings • 501(c)6 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

55%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)6 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Up

$39,714,654

Up $12,024,587 (+43%) from 2015

Net Assets

Up

$28,636,609

Up $9,021,347 (+46%) from 2015

Liabilities

Up

$11,078,045

Up $3,003,240 (+37%) from 2015

Revenue

Up

$61,085,552

Up $21,802,167 (+55%) from 2015

Expenses

Up

$51,733,209

Up $16,169,043 (+45%) from 2015

Net Income

Up

$9,352,343

Up $5,633,124 (+151%) from 2015

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $8,014,480Liabilities 2010: $2,388,644Net Assets 2010: $5,625,8362010Assets 2011: $11,367,717Liabilities 2011: $2,100,580Net Assets 2011: $9,267,1372011Assets 2012: $14,731,225Liabilities 2012: $4,579,960Net Assets 2012: $10,151,2652012Assets 2013: $22,819,349Liabilities 2013: $9,256,154Net Assets 2013: $13,563,1952013Assets 2014: $20,915,947Liabilities 2014: $5,271,693Net Assets 2014: $15,644,2542014Assets 2015: $27,690,067Liabilities 2015: $8,074,805Net Assets 2015: $19,615,2622015Assets 2016: $39,714,654Liabilities 2016: $11,078,045Net Assets 2016: $28,636,6092016Assets 2018: $71,057,383Liabilities 2018: $25,613,108Net Assets 2018: $45,444,2752018Assets 2019: $89,518,144Liabilities 2019: $30,685,216Net Assets 2019: $58,832,9282019Assets 2021: $142,044,874Liabilities 2021: $43,564,615Net Assets 2021: $98,480,2592021Assets 2022: $172,988,189Liabilities 2022: $59,388,122Net Assets 2022: $113,600,0672022Assets 2024: $224,425,906Liabilities 2024: $79,798,145Net Assets 2024: $144,627,7612024

Highlighted filing

2016

Assets$39,714,654
Liabilities$11,078,045
Net Assets$28,636,609

Operations Trend

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

$300M$200M$100M$0-$100MExpenses 2010: $9,080,0852010Expenses 2011: $11,995,3522011Expenses 2012: $16,195,5312012Revenue 2013: $23,119,066Expenses 2013: $19,645,584Net Income 2013: $3,473,4822013Revenue 2014: $31,452,792Expenses 2014: $29,315,659Net Income 2014: $2,137,1332014Revenue 2015: $39,283,385Expenses 2015: $35,564,166Net Income 2015: $3,719,2192015Revenue 2016: $61,085,552Expenses 2016: $51,733,209Net Income 2016: $9,352,3432016Revenue 2018: $96,582,653Expenses 2018: $97,314,914Net Income 2018: -$732,2612018Revenue 2019: $124,492,699Expenses 2019: $111,490,264Net Income 2019: $13,002,4352019Revenue 2021: $139,974,266Expenses 2021: $113,740,753Net Income 2021: $26,233,5132021Revenue 2022: $177,124,787Expenses 2022: $160,082,276Net Income 2022: $17,042,5112022Revenue 2024: $220,730,594Expenses 2024: $204,369,300Net Income 2024: $16,361,2942024

Highlighted filing

2016

Revenue$61,085,552
Expenses$51,733,209
Net Income$9,352,343
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$61,085,552
Mission and Program Overview

Mission

The linux foundation supports the creation of sustainable open source ecosystems by providing financial and intellectual resources, infrastructure, events, training, and supporting programs to progress open innovation. Working together with its members and communities of open source engineers, the linux foundation and its projects form the most ambitious and successful investment in the creation of shared technology.

The purposes of the corporation include promoting, protecting, and standardizing linux and other open source software.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$4,097,218$16,225,548▲ $12,128,330
Savings and Temporary Cash Investments$19,222,697$13,700,466▼ $5,522,231
Accounts Receivable$2,572,063$5,863,456▲ $3,291,393
Investments in Publicly Traded Securities-$2,000,000-
Prepaid Expenses and Deferred Charges$1,194,617$1,050,021▼ $144,596
Land, Buildings, and Equipment, Net$152,679$525,193▲ $372,514
Intangible Assets$450,793$349,970▼ $100,823
Total Assets$27,690,067$39,714,654▲ $12,024,587
Liabilities
Deferred Revenue$3,048,539$5,528,790▲ $2,480,251
Accounts Payable and Accrued Expenses$4,784,944$4,336,599▼ $448,345
Other Liabilities$241,322$1,212,656▲ $971,334
Total Liabilities$8,074,805$11,078,045▲ $3,003,240
Net Assets / Fund Balance
Unrestricted Net Assets$19,615,262$28,636,609▲ $9,021,347
Total Net Assets Fund Balance$19,615,262$28,636,609▲ $9,021,347
Total Liabilities and Net Assets / Fund Balance$27,690,067$39,714,654▲ $12,024,587

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$308,605$920,608$1,229,213
Leasehold Improvements$216,588$55,552$272,140
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linus TorvaldsFellowFT$634,119$1,037,937$1,672,056
James ZemlinExecutive DirectorFT$357,200$282,075$639,275
Mike WosterChief Revenue OfficerFT$307,692$299,753$607,445
Chris AniszczykVP of Developer RelationsFT$353,400$125,000$478,400
Angela BrownVP of EventsFT$293,737$163,175$456,912
Nicholas Van SomerenChief Technology OfficerFT$288,205$167,547$455,752
Russell FarnellVP of FinanceFT$280,890$151,295$432,185
Michael DolanVP of Strategic ProgramsFT$293,187$135,561$428,748
Samir RamjiExecutive Director, Cloud FoundryFT$326,250$90,388$416,638
Gregory Kroah-hartmanFellowFT$332,308$82,557$414,865
Nicolas JacquesExecutive Director, OpendaylightFT$277,744$128,577$406,321

Board Members and Trustees

NameTitle
Doug FisherChair
Chris MasonDirector
David MarrDirector
David WardDirector
Eileen EvansDirector
Erica BresciaDirector
Hiromi WadaDirector
Hisashi HashimotoDirector
Jeff GarzikDirector
Jim WaskoDirector
Jim WrightDirector
John GossmanDirector
Nithya RuffDirector
Peixin HouDirector
Tsugikazu ShibataDirector
Yoshiya EtoDirector
Young Yook KimDirector
Alan ClarkSecretary
Frank FanzilliTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Choate Hall & Stewart LLPLegal FeesTWO INTERNATIONAL PLACE 31ST FLOOR, Boston, MA 02110$695,862
E3 Webcasting LLCVideo Consultant1314-B CENTER DRIVE 463, Medford, OR 97501$259,589
Gesmer Updegrove LLPConsulting6366 HEATHER RIDGE WAY, Oakland, CA 94618$189,000
Rightround LLCLegal Fees40 BROAD ST, Boston, MA 02109$179,703
-Event ServicesPO BOX 12903, Austin, TX 78711$150,222
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$60,908,388
Investment Income
$117,563
Other Revenue
$59,601
Change in Net Assets
$9,352,343
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$31,108,577
Other Expenses$20,624,632
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$20,934,840
Conferences and Meetings---$7,279,581
Current Officers, Directors, Trustees, and Key Employees---$4,236,621
Information Technology---$3,448,826
Other Employee Benefits---$2,483,396
Office Expenses---$2,108,910
Fees for Services Other---$2,107,249
Pension Plan Contributions---$2,026,455
Travel---$1,964,677
Payroll Taxes---$1,427,265
Advertising---$1,194,503
Fees for Services Legal---$965,964
Depreciation Depletion---$329,988
Occupancy---$245,337
Fees for Services Accounting---$184,889
Other Expenses---$175,854
Insurance---$71,883
Total Functional Expenses$0$0$0$51,733,209
International Activity

International Summary

Offices
1
Employees
18
Spending
$3,981,531

International Compliance

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
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesEvents and Conferences00$1,613,277
East Asia and the Pacific - Australia, Brunei, Burma, Cambodia,Program ServicesSupporting the Technical and Business Environment in the Computer Industry.16$1,312,296
CanadaProgram ServicesSupporting the Technical and Business Environment in the Computer Industry012$1,055,958
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Plan Liability$1,212,656
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The linux foundation has business and individual members. Members pay dues to the organization and receive benefits from the organization for being members.

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

Voting as a class, platinum members elect up to 10 directors, gold members elect up to 3 directors, and silver member elect 1 director.

Form 990, Part VI, Section B, Line 11B

The finance committee reviews and approves the form 990. A copy of the form 990 is available to all board members for review prior to filing.

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

The management of the organization monitors and enforces the policy.

Form 990, Part VI, Section B, Line 15

The board compensation committee reviews and approves executive director's pay based on performance and comparable market salaries. Key employees' salaries are reviewed and approved by the board compensation committee and the executive director based on performance and comparable market salaries.

Form 990, Part VI, Section C, Line 19

The organization provides information upon request.

Filing and Contact Details

Filer

Filer Name
The Linux Foundation
EIN
46-0503801
Phone
4157239709
Address
1 LETTERMAN DRIVE NO D4700, SAN FRANCISCO, CA 94129-1496

Signing Officer

Name
James Zemlin
Title
Executive Director
Phone
4157239709
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Zemlin
Formed
2003
Legal Domicile
Or
Voting Board Members
20
Independent Board Members
19
Employees
169
Volunteers
0

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
4900 MEADOWS ROAD STE 200, LAKE OSWEGO, OR 97035-3295
Preparer
Todd D Massinger
Phone
5032205900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Foreign currency adjustment -89,674. Deferred compensation expense -241,322.

Financial Statement Notes

PART X, LINE 2:

Management believes the linux foundation does not have any uncertain tax positions.

Raw XML AppendixShowing 400 of 854 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/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
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IRS990/Form990PartVIISectionAGrp/PersonNm5PEIXIN HOU
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IRS990/Form990PartVIISectionAGrp/PersonNm13FRANK FANZILLI
IRS990/Form990PartVIISectionAGrp/PersonNm14DOUG FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMES ZEMLIN
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IRS990/Form990PartVIISectionAGrp/PersonNm20RUSSELL FARNELL
IRS990/Form990PartVIISectionAGrp/PersonNm21MIKE WOSTER
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IRS990/Form990PartVIISectionAGrp/PersonNm23ANGELA BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm24LINUS TORVALDS
IRS990/Form990PartVIISectionAGrp/PersonNm25NICHOLAS VAN SOMEREN
IRS990/Form990PartVIISectionAGrp/PersonNm26CHRIS ANISZCZYK
IRS990/Form990PartVIISectionAGrp/PersonNm27GREGORY KROAH-HARTMAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23399737
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25421538
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27352308
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28376250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29343744
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF REVENUE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP OF STRATEGIC PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt23VP OF EVENTS
IRS990/Form990PartVIISectionAGrp/TitleTxt24FELLOW
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF TECHNOLOGY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt26VP OF DEVELOPER RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt27FELLOW
IRS990/Form990PartVIISectionAGrp/TitleTxt28EXECUTIVE DIRECTOR, CLOUD FOUNDRY
IRS990/Form990PartVIISectionAGrp/TitleTxt29EXECUTIVE DIRECTOR, OPENDAYLIGHT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt061085552
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/TotalAmt03448826
IRS990/InsuranceGrp/TotalAmt071883
IRS990/IntangibleAssetsGrp/BOYAmt0450793
IRS990/IntangibleAssetsGrp/EOYAmt0349970
IRS990/InvestmentIncomeGrp/ExclusionAmt0117563
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0117563
IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt0132
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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSES OF THE CORPORATION INCLUDE PROMOTING, PROTECTING, AND STANDARDIZING LINUX AND OTHER OPEN SOURCE SOFTWARE. IN SUPPORT OF ITS MISSION, THE CORPORATION HOSTS MULTIPLE COLLABORATIVE PROJECTS, AS WELL AS OTHER ACTIVITIES INTENDED TO SUPPORT AND PROMOTE LINUX AND OTHER OPEN SOURCE SOFTWARE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt028636609
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt02483396
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2COMMUNITY SUPPORT
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IRS990/OtherExpensesGrp/TotalAmt1264723
IRS990/OtherExpensesGrp/TotalAmt2175854
IRS990/OtherLiabilitiesGrp/BOYAmt0241322
IRS990/OtherLiabilitiesGrp/EOYAmt01212656
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IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING
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IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PensionPlanContributionsGrp/TotalAmt02026455
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01194617
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01050021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$224$79.8$145$221$204$16.4
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$173$59.4$114$177$160$17.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$142$43.6$98.5$140$114$26.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.5$30.7$58.8$124$111$13.0
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.1$25.6$45.4$96.6$97.3$0.73
2016Detailed filing. Detailed filing data is available for this year.$39.7$11.1$28.6$61.1$51.7$9.35
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$8.07$19.6$39.3$35.6$3.72
2014Detailed filing. Detailed filing data is available for this year.$20.9$5.27$15.6$31.5$29.3$2.14
2013Detailed filing. Detailed filing data is available for this year.$22.8$9.26$13.6$23.1$19.6$3.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$4.58$10.2$16.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$2.10$9.27$12.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.01$2.39$5.63$9.08