Energistics Consortium INC

Not tax-deductible

San Francisco, CA501(c)(6)Since 2011EIN 76-0325340

The organization facilitates volunteers from member and non-member companies for the collaborative development of data exchange standards that are freely available for use in commerical software products.

94¢ of each $1 spent went to programs.
Run by 10 volunteers.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $136K a year · 16% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$335K
+14% vs prior year
Spent
$301K
To programs
94%
Net assets
$104K
By yearFY2020–FY2025
Revenue
$335K
FY2025▲ +14%
Revenue by fiscal year
FY2020$2.7M
FY2021$1.3M
FY2022$349K
FY2023$300K
FY2024$294K
FY2025$335K
Expenses
$301K
FY2025▲ +14%
Expenses by fiscal year
FY2020$2.3M
FY2021$2.5M
FY2022$353K
FY2023$306K
FY2024$265K
FY2025$301K
Net assets
$104K
FY2025▲ +48%
Net assets by fiscal year
FY2020$1.3M
FY2021$51K
FY2022$47K
FY2023$41K
FY2024$70K
FY2025$104K

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $283K Management & general 6% · $18K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2021FY2020
Ross Philo$573,302—
Ross Philo—$371,970
James Hollingsworth$338,749—
Jana Schey$305,980—
James Hollingsworth—$180,540
Jana Schey—$172,678
Donna Marcotte$172,143—
Philip Neri$164,703—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Develops free data exchange standards with volunteers for commercial software.

Provided by the organization

This section is blank until Energistics Consortium INC claims this page.

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1 program service, described in the organization's own filed words · FY2025.
01

The organization provides membership-related services for companies to engage in a collaborative development of data exchange standards that are freely available for use in commercial software products developed by others. Along with the membership, the organization also provides training and consulting services to organizations.

Pt IX · col B

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By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$335K
Ln 12
Gifts and grantsLn 1h$335K
Money outPt IX
$301K
Ln 25
Programscol B$283K
Managementcol C$18K
Owns and owesPt X
$104K
net assets · Ln 32
Cash and savingsLn 1–2$97K
Total assetsLn 16$112K
LiabilitiesLn 26$8K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$335K
Total revenueLn 12$335K
Assets in detailPt X, end of year
CashLn 1$97K
Cash and savings togetherLn 1–2$97K
Total assetsLn 16$112K
LiabilitiesLn 26$8K
Net assetsLn 32$104K
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$31K$97K
Total assetsLn 16$110K$112K
LiabilitiesLn 26$40K$8K
Net assetsLn 32$70K$104K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$200K$200K
Legal feesLn 11b$110$110
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$82K$82K
Advertising and promotionLn 12$127$127
Information technologyLn 14$4K$4K
TravelLn 17$1K$1K
InterestLn 20$7K$7K
InsuranceLn 23$5K$5K
Other expenses (24a–d)Ln 24$894$894
Total functional expensesLn 25$301K$283K$18K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $335K$301K$33K$104K 990 PDF
FY2024 $294K$265K$29K$70K 990 PDF
FY2023 $300K$306K−$6K$41K 990 PDF
FY2022 $349K$353K−$4K$47K 990 PDF
FY2021 $1.3M$2.5M−$1.2M$51K 990 PDF
FY2020 $2.7M$2.3M$342K$1.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $334,921 across 3 lines filed
VIII-1b Membership dues$334,921
VIII-1h Total contributions, gifts and grants$334,921
VIII-12 Total revenue$334,921
Part IX · Statement of functional expenses $301,428 across 10 lines filed
IX-11a Management feesPrograms $199,731$199,731
IX-11b Legal feesManagement $110$110
IX-11c Accounting feesManagement $1,500$1,500
IX-11g Other fees for servicesPrograms $82,350$82,350
IX-12 Advertising and promotionManagement $127$127
IX-14 Information technologyManagement $3,502$3,502
IX-17 TravelPrograms $1,394$1,394
IX-20 InterestManagement $6,917$6,917
IX-23 InsuranceManagement $4,903$4,903
IX-24 Other expenses (24a–d)Management $894$894
IX-25 Total functional expensesPrograms $283,475 · Management $17,953 · Fundraising $0$301,428
Part X · Balance sheet $111,905 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $30,552$97,062
X-4 Accounts receivableStart of year $78,121$8,071
X-9 Prepaid expenses and deferred chargesStart of year $1,263$6,772
X-16 Total assetsStart of year $109,936$111,905
X-17 Accounts payable and accrued expensesStart of year $39,887$8,363
X-26 Total liabilitiesStart of year $39,887$8,363
X-27 Net assets without donor restrictionsStart of year $70,049$103,542
X-32 Total net assets or fund balancesStart of year $70,049$103,542
X-33 Total liabilities and net assetsStart of year $109,936$111,905
Part XI · Reconciliation of net assets $103,542 net assets at year end
XI-1 Total revenue$334,921
XI-2 Total expenses$301,428
XI-3 Revenue less expenses$33,493
XI-4 Net assets at start of year$70,049
XI-10 Net assets at end of year$103,542

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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