Civic Intelligence

Plone Foundation

990 • Fiscal year 2016 • EIN 56-2468025

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 19, 2018

Organization ProfilePLONE.ORG/FOUNDATION
PO Box 431Fishers, IN 46038

(317) 861-5948

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

82nd percentile

23%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

47th percentile

0.5%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2016

Revenue Growth

85th percentile

37%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,186,563

Up $32,857 (+1.0%) from 2014

Net Assets

Up

$3,186,563

Up $32,857 (+1.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin82nd percentile

Revenue

Up

$108,073

Up $50,409 (+87%) from 2014

Expenses

Up

$83,305

Up $27,651 (+50%) from 2014

Net Income

Up

$24,768

Up $22,758 (+1132%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,114,522Liabilities 2010: $0Net Assets 2010: $3,114,5222010Assets 2011: $3,141,676Liabilities 2011: $0Net Assets 2011: $3,141,6762011Assets 2012: $3,150,643Liabilities 2012: $0Net Assets 2012: $3,150,6432012Assets 2013: $3,151,696Liabilities 2013: $0Net Assets 2013: $3,151,6962013Assets 2014: $3,153,706Liabilities 2014: $0Net Assets 2014: $3,153,7062014Assets 2016: $3,186,563Liabilities 2016: $0Net Assets 2016: $3,186,5632016Assets 2017: $3,183,365Liabilities 2017: $0Net Assets 2017: $3,183,3652017Assets 2018: $3,200,884Liabilities 2018: $0Net Assets 2018: $3,200,8842018Assets 2019: $3,180,956Liabilities 2019: $0Net Assets 2019: $3,180,9562019Assets 2020: $3,208,789Liabilities 2020: $0Net Assets 2020: $3,208,7892020Assets 2021: $3,250,613Liabilities 2021: $0Net Assets 2021: $3,250,6132021

Highlighted filing

2016

Assets$3,186,563
Liabilities$0
Net Assets$3,186,563
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $27,5562010Revenue 2011: $172,367Expenses 2011: $145,213Net Income 2011: $27,1542011Revenue 2012: $31,699Expenses 2012: $22,732Net Income 2012: $8,9672012Revenue 2013: $36,387Expenses 2013: $35,334Net Income 2013: $1,0532013Revenue 2014: $57,664Expenses 2014: $55,654Net Income 2014: $2,0102014Revenue 2016: $108,073Expenses 2016: $83,305Net Income 2016: $24,7682016Revenue 2017: $58,198Expenses 2017: $61,396Net Income 2017: -$3,1982017Revenue 2018: $54,506Expenses 2018: $36,987Net Income 2018: $17,5192018Revenue 2019: $38,961Expenses 2019: $58,889Net Income 2019: -$19,9282019Revenue 2020: $59,078Expenses 2020: $31,245Net Income 2020: $27,8332020Revenue 2021: $84,782Expenses 2021: $42,958Net Income 2021: $41,8242021

Highlighted filing

2016

Revenue$108,073
Expenses$83,305
Net Income$24,768
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 19, 2018
Return Version
2016v3.1
Gross Receipts
$108,073
Mission and Program Overview

Mission

The mission of the plone foundation is to protect and promote plone an open source content management system. Our goals are to provide clear, neutral, and sustainable ownership of code, trademarks, and domains. To provide a decision-making structure for essential community activities and to act as the voice of plone for official announcements, press releases and other communications.

The mission of the plone foundation is to protect and promote plone.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,161,795$3,186,563▲ $24,768
Savings and Temporary Cash Investments$142,486$143,056▲ $570
Cash and Non-Interest-Bearing Accounts$19,276$43,507▲ $24,231
Land, Buildings, and Equipment, Net$33--
Total Assets$3,161,795$3,186,563▲ $24,768
Other Assets Total$3,000,000$3,000,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,161,795$3,186,563▲ $24,768
Total Liabilities and Net Assets / Fund Balance$3,161,795$3,186,563▲ $24,768

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,877$1,877
Other Assets Org$3,000,000--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Paul RoelandPresident
Alexander LoechelDirector
Philip BauerDirector
T Kim NguyenDirector
Victor Fernandez De AlbaDirector
Chrissy WainwrightSecretary
Jennifer MyersTreasurer
Carol GanzVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$8,883
Program Service Revenue
$98,620
Investment Income
$570
Other Revenue
$0
All Other Contributions
$8,883
Change in Net Assets
$24,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$83,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$21,928$1,975-$23,903
Advertising$8,992$810-$9,802
Fees for Services Legal$2,203$198-$2,401
Information Technology$1,658$149-$1,807
Conferences and Meetings$95$1,023-$1,118
Other Expenses$439$40-$479
Depreciation Depletion$30$3-$33
Total Functional Expenses$78,926$4,379$0$83,305
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
Backup withholding compliance
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 6

“The plone foundation is a member-based organization as described in its bylaws. Membership is based on a nomination and voting process by which candidates are nominated by existing members and are admitted or rejected as members based on a majority vote of the existing members of the organization.”

Form 990, Page 6, Part VI, Line 7A

“The board of directors is the governing body of the plone foundation. As per the bylaws, the board of directors is a group of people that are elected annually by the plone foundation.”

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

“The treasurer reviews form 990 and sends a copy to the organization's governing body for further review before it is filed.”

Form 990, Page 6, Part VI, Line 19

“The plone foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request and via the organization's website.”

Filing and Contact Details

Filer

Filer Name
Plone Foundation
EIN
56-2468025
Phone
3178615948
Address
PO BOX 431, FISHERS, IN 46038

Signing Officer

Name
Jennifer Myers
Title
Treasurer
Phone
3178615948
Signed
2018-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Myers
Formed
2004
Legal Domicile
De
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
8

Preparer

Firm
Patterson Jacobs & Sheridan Pllc
Address
5850 SAN FELIPE ST STE 500, HOUSTON, TX 77057-8003
Preparer
Richard a Patterson
Phone
7136222500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of the plone foundation is to protect and promote plone an open source content management system. Our goals are to provide clear, neutral, and sustainable ownership of code, trademarks, and domains. To provide a decision-making structure for essential community activities and to act as the voice of plone for official announcements, press releases and other communications.”

Form 990, Page 2, Part III, Line 4D

“Interest income from saving account is 570.”

Raw XML Appendix361 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/MissionDesc0THE MISSION OF THE PLONE FOUNDATION IS TO PROTECT AND PROMOTE PLONE AN OPEN SOURCE CONTENT MANAGEMENT SYSTEM. OUR GOALS ARE TO PROVIDE CLEAR, NEUTRAL, AND SUSTAINABLE OWNERSHIP OF CODE, TRADEMARKS, AND DOMAINS. TO PROVIDE A DECISION-MAKING STRUCTURE FOR ESSENTIAL COMMUNITY ACTIVITIES AND TO ACT AS THE VOICE OF PLONE FOR OFFICIAL ANNOUNCEMENTS, PRESS RELEASES AND OTHER COMMUNICATIONS.
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010219
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036338
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013297
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01997
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt070734
IRS990ScheduleA/TotalSupportAmt077430
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03000000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SOFTWARE
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01877
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01877
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03000000
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE PLONE FOUNDATION IS TO PROTECT AND PROMOTE PLONE AN OPEN SOURCE CONTENT MANAGEMENT SYSTEM. OUR GOALS ARE TO PROVIDE CLEAR, NEUTRAL, AND SUSTAINABLE OWNERSHIP OF CODE, TRADEMARKS, AND DOMAINS. TO PROVIDE A DECISION-MAKING STRUCTURE FOR ESSENTIAL COMMUNITY ACTIVITIES AND TO ACT AS THE VOICE OF PLONE FOR OFFICIAL ANNOUNCEMENTS, PRESS RELEASES AND OTHER COMMUNICATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INTEREST INCOME FROM SAVING ACCOUNT IS 570.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLONE FOUNDATION IS A MEMBER-BASED ORGANIZATION AS DESCRIBED IN ITS BYLAWS. MEMBERSHIP IS BASED ON A NOMINATION AND VOTING PROCESS BY WHICH CANDIDATES ARE NOMINATED BY EXISTING MEMBERS AND ARE ADMITTED OR REJECTED AS MEMBERS BASED ON A MAJORITY VOTE OF THE EXISTING MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS THE GOVERNING BODY OF THE PLONE FOUNDATION. AS PER THE BYLAWS, THE BOARD OF DIRECTORS IS A GROUP OF PEOPLE THAT ARE ELECTED ANNUALLY BY THE PLONE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TREASURER REVIEWS FORM 990 AND SENDS A COPY TO THE ORGANIZATION'S GOVERNING BODY FOR FURTHER REVIEW BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PLONE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND VIA THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SpecialConditionDesc0HURRICANE HARVEY FLOOD
IRS990/StatesWhereCopyOfReturnIsFldCd0DE
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03161795
IRS990/TotalAssetsEOYAmt03186563
IRS990/TotalAssetsGrp/BOYAmt03161795
IRS990/TotalAssetsGrp/EOYAmt03186563
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08883
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04379
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078926
IRS990/TotalFunctionalExpensesGrp/TotalAmt083305
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03161795
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03186563
IRS990/TotalProgramServiceExpensesAmt078926
IRS990/TotalProgramServiceRevenueAmt098620
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt099190
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0108073
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03161795
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03186563
IRS990/TravelGrp/ManagementAndGeneralAmt01975
IRS990/TravelGrp/ProgramServicesAmt021928
IRS990/TravelGrp/TotalAmt023903
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTP://PLONE.ORG/FOUNDATION
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MYERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178615948
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PLON
ReturnHeader/Filer/EIN0562468025
ReturnHeader/Filer/PhoneNum03178615948
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 431
ReturnHeader/Filer/USAddress/CityNm0FISHERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046038
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId003B1582D9C4B8AC9645D568B4C39327742E46953
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0273021E774C9AA73CAE003EE9E359F5E53DAA5D0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475088286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATTERSON JACOBS & SHERIDAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05850 SAN FELIPE ST STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770578003
ReturnHeader/PreparerPersonGrp/PhoneNum07136222500
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD A PATTERSON
ReturnHeader/ReturnTs02018-01-31T13:13:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,186,563
Liabilities
$0
Net assets
$3,186,563
Revenue
$108,073
Expenses
$83,305
Net income
$24,768
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.08$0.04$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.06$0.03$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.04$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.05$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.06$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.11$0.08$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.06$0.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.04$0.04$0.00
2012Summary only. Only limited summary data is available for this year.$3.15$0.00$3.15$0.03$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$3.14$0.00$3.14$0.17$0.15$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.00$3.11$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits