OPEN SOURCE INITIATIVE (EIN 912037395) - Form 990 Financial Analysis & Trantor Score

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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

1998

Legal Domicile

Principal Officer

STEFANO MAFFULLI

Phone

8475673962

Tax Period

2023-01-01 to 2023-12-31

OPEN SOURCE INITIATIVE, founded in 1998, is a small nonprofit in the Science & Technology sector that reported $812K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $127K, a strong 16% operating margin.

Mission

EDUCATE THE PUBLIC ABOUT OPEN SOURCE SOFTWARE AND MAINTAIN THE OPEN SOURCE DEFINITION.

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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 (2023)

Revenue Breakdown

Contributions & Grants $790,562

Program Service Revenue $3,250

Investment Income $17,688

Other Revenue $27

TOTAL REVENUE $811,527

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,849

Fundraising Expenses $134,209

Program Expenses $391,480

Other Expenses $478,298

TOTAL EXPENSES $684,147

Year-over-Year Comparison

	2023	2022	Change
Revenue	$811,527	$739,664	+0.1%
Expenses	$684,147	$490,111	+0.4%
Net Income	$127,380	$249,553	-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

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

$166,661

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEFANO MAFFULI	EXECUTIVE DIRECTOR	40	Key Emp Highest	$166,661	$0	$166,661
CARLO PIANA	DIRECTOR	2	Director	$0	$0	$0
CATHARINA MARACKE	FORMER PRESIDENT, DIRECTOR	5	Officer Director	$0	$0	$0
THIERRY CARREZ	VICE PRESIDENT, DIRECTOR	5	Officer Director	$0	$0	$0
TRACY HINDS	CHIEF FINANCIAL OFFICER, DIRECTOR	5	Officer Director	$0	$0	$0
AEVA BLACK	SECRETARY, DIRECTOR	5	Officer Director	$0	$0	$0
JOSH BERKUS	DIRECTOR	2	Director	$0	$0	$0
PAMELA CHESTEK	DIRECTOR	2	Officer Director	$0	$0	$0
JUSTIN COLANNINO	DIRECTOR	2	Director	$0	$0	$0
ANNE-MARIE SCOTT	DIRECTOR	2	Director	$0	$0	$0
AMANDA BROCK	FORMER DIRECTOR	2	Officer 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
2024	No data	No data	No data	No data
2023	$811,527	$684,147	$896,360	$127,380
2022	$739,664	$490,111	$770,719	$249,553
2021	$326,481	$406,576	$533,392	$-80,095
2020	$343,964	$252,400	$586,633	$91,564
2019	$530,220	$486,957	$323,044	$43,263
2018	$555,610	$360,561	$279,846	$195,049

OPEN SOURCE INITIATIVE