Civic Intelligence

Joseph Zoettl Heritage Foundation

EIN 20-1281087 • 501(c)3 • Cullman, AL

Profile

The purpose of the organization is exclusively charitable and educational. The Corporation is organized for the promotion, preservation, restoration, and enhancement of American folk art in Cullman County, Alabama.

1600 St Bernard Drive SECullman, AL 35055-3057

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

96th percentile

83%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-73%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$21,988

Up $2,258 (+11%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Up

$21,988

Up $2,258 (+11%) from 2014

Operations
Liabilities / Revenue62nd percentileNet Margin96th percentile

Revenue

Down

$2,705

Down $7,321 (-73%) from 2014

Expenses

Up

$447

Up $10 (+2.3%) from 2014

Net Income

Down

$2,258

Down $7,331 (-76%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2010: $10,156Liabilities 2010: $0Net Assets 2010: $10,1562010Assets 2011: $682Liabilities 2011: $0Net Assets 2011: $6822011Assets 2012: $5,580Liabilities 2012: $0Net Assets 2012: $5,5802012Assets 2013: $10,141Liabilities 2013: $0Net Assets 2013: $10,1412013Assets 2014: $19,730Liabilities 2014: $0Net Assets 2014: $19,7302014Assets 2015: $21,988Liabilities 2015: $0Net Assets 2015: $21,9882015

Highlighted filing

2015

Assets$21,988
Liabilities$0
Net Assets$21,988
Open 2015 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2010: $6,340Expenses 2010: $15,044Net Income 2010: -$8,7042010Revenue 2011: $5,006Expenses 2011: $14,480Net Income 2011: -$9,4742011Revenue 2012: $5,401Expenses 2012: $503Net Income 2012: $4,8982012Revenue 2013: $5,001Expenses 2013: $440Net Income 2013: $4,5612013Revenue 2014: $10,026Expenses 2014: $437Net Income 2014: $9,5892014Revenue 2015: $2,705Expenses 2015: $447Net Income 2015: $2,2582015

Highlighted filing

2015

Revenue$2,705
Expenses$447
Net Income$2,258
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,988
Liabilities
$0
Net assets
$21,988
Revenue
$2,705
Expenses
$447
Net income
$2,258
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$22.0$0.00$22.0$2.71$0.45$2.26
2014Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$10.0$0.44$9.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.00$10.1$5.00$0.44$4.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$0.00$5.58$5.40$0.50$4.90
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$5.01$14.5$9.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.00$10.2$6.34$15.0$8.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 13, 2016
Return Version
2014v6.0
Gross Receipts
$2,705
Mission and Program Overview

Mission

The purpose of the organization is exclusively charitable and educational. The Corporation is organized for the promotion, preservation, restoration, and enhancement of American folk art in Cullman County, Alabama.

Program Services

DescriptionGrantsExpenses
Expenditures incurred for preservation and accumulation of assets which will provide funding for the promotion, preservation, restoration and enhancement of American folk art in Cullman County, Alabama.$0$447
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cletus D MeagherChairman & President-$0--
Marcus J VossSecretary-$0--
Augustine R CampionBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Joseph Zoettl Heritage Foundation
EIN
20-1281087
Phone
2567396682
Address
1600 St Bernard Drive SE, Cullman, AL 35055-3057

Signing Officer

Name
Marcus J Voss
Title
Secretary
Phone
2567396682
Signed
2016-01-13
Discuss with paid preparer
Yes

Preparer

Firm
L Paul Kassouf & Co PC
Address
2208 University Boulevard, Birmingham, AL 35233-2393
Preparer
David P Kassouf
Phone
2054432500
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 5.”

Raw XML Appendix140 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Marcus J Voss
IRS990EZ/BooksInCareOfDetail/PhoneNum02567396682
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 St Bernard Drive SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cullman
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035055
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019730
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021988
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt02700
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02258
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0385
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019730
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021988
IRS990EZ/GrossReceiptsAmt02705
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019730
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021988
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019730
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021988
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cletus D Meagher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Marcus J Voss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Augustine R Campion
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman & President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The purpose of the organization is exclusively charitable and educational. The Corporation is organized for the promotion, preservation, restoration, and enhancement of American folk art in Cullman County, Alabama.
IRS990EZ/PrintingPublicationsPostageAmt062
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Expenditures incurred for preservation and accumulation of assets which will provide funding for the promotion, preservation, restoration and enhancement of American folk art in Cullman County, Alabama.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0447
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0447
IRS990EZ/TotalProgramServiceExpensesAmt0447
IRS990EZ/TotalRevenueAmt02705
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0The Joseph Zoettl Heritage Foundation (the Foundation) qualifies for non-private foundation status since it receives substantial support from contributions from the general public and is organized so as to attract new and additional public support on a continuous basis. The Foundation receives minimal interest income and all other income is attributable to contributions from the general public. Furthermore, the Foundation only fails the 1/3rd support test due to the number of contributors who are considered excess contributors. The excess contributors over the last five years are two individuals (who are not on the Board), a foundation that provides matching contributions, and a company (who also has no influence over the Board).
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt028125
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.08220
IRS990ScheduleA/PublicSupportPY170Pct00.11530
IRS990ScheduleA/PublicSupportTotal170Amt02314
IRS990ScheduleA/SubstantialContributorsTotAmt025811
IRS990ScheduleA/TenPctFactsCrcmstncsTestPYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt028125
IRS990ScheduleA/TotalSupportAmt028139
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 5.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Marcus J Voss
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02567396682
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joseph Zoettl Heritage Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0201281087
ReturnHeader/Filer/PhoneNum02567396682
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 St Bernard Drive SE
ReturnHeader/Filer/USAddress/CityNm0Cullman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0350553057
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630590670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L Paul Kassouf & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02208 University Boulevard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352332393
ReturnHeader/PreparerPersonGrp/PhoneNum02054432500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David P Kassouf
ReturnHeader/ReturnTs02016-01-15T18:33:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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