PLONE FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

ERICO ANDRIE

Phone

3177470254

Tax Period

2021-01-01 to 2021-12-31

PLONE FOUNDATION, founded in 2004, is a micro nonprofit in the Science & Technology sector that reported $85K in total revenue in fiscal year 2021. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 49% operating margin.

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.

Program Service Accomplishments

Program 1

Expenses: $35,323 Revenue: $53,433

CONFERENCES & SYMPOSIUM EVENTS GENERATE ENTHUSIASM, PUBLIC INTEREST AND CONTRIBUTIONS THAT HELP PROMOTE THE PLONE APPLICATION. CONFERENCES GENERALLY HAVE 200 - 400 ATTENDEES AND THE EVENT INCLUDES...

CONFERENCES & SYMPOSIUM EVENTS GENERATE ENTHUSIASM, PUBLIC INTEREST AND CONTRIBUTIONS THAT HELP PROMOTE THE PLONE APPLICATION. CONFERENCES GENERALLY HAVE 200 - 400 ATTENDEES AND THE EVENT INCLUDES TALKS ON THE PLONE APPLICATION AS WELL AS WORK SESSIONS FOR DEVELOPING ONE OR MORE FEATURES OF A SOFTWARE PROJECT.

Program 2

Expenses: $6,782 Revenue: $27,612

SPONSORSHIP PROGRAM INCOME PROVIDES FUNDS TO HELP PROTECT AND PROMOTE PLONE OPEN SOURCE CONTENT MANAGEMENT SYSTEM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $3,471

Program Service Revenue $81,045

Investment Income $266

Other Revenue $0

TOTAL REVENUE $84,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,105

Other Expenses $42,958

TOTAL EXPENSES $42,958

Year-over-Year Comparison

	2021	2020	Change
Revenue	$84,782	$59,078	+0.4%
Expenses	$42,958	$31,245	+0.4%
Net Income	$41,824	$27,833	+0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ERICO ANDREI	PRESIDENT	Officer Director	$0	$0	$0
JENS KLEIN	VICE PRESIDENT	Officer Director	$0	$0	$0
ANDY LEEB	SECRETARY	Officer Director	$0	$0	$0
BETH SMITH	TREASURER	Officer Director	$0	$0	$0
PAUL ROELAND	DIRECTOR	Director	$0	$0	$0
VICTOR FERNANDEZ DE ALBA	DIRECTOR	Director	$0	$0	$0
KIM PAULISSEN	DIRECTOR	Director	$0	$0	$0
WILLIAM FENNIE	DIRECTOR	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2021	$84,782	$42,958	$3,250,613	$41,824
2020	$59,078	$31,245	$3,208,789	$27,833
2019	$38,961	$58,889	$3,180,956	$-19,928
2018	$54,506	$36,987	$3,200,884	$17,519