Civic Intelligence

The Zufrieden Foundation Inc

EIN 23-3096890 • Haverford, PA

134 Grays LaneHaverford, PA 19041-1743
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2020

Net Margin

2nd percentile

-3667%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2020

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.

<$500k nonprofits • Source year 2020

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-29%

Faster revenue growth than 27% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $95,232 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $95,232 (-100%) from 2019

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$3,927

Down $1,611 (-29%) from 2019

Expenses

Up

$147,915

Up $139,120 (+1582%) from 2019

Net Income

Down

-$143,988

Down $140,731 (-4321%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$150K$100K$50K$0Assets 2010: $141Liabilities 2010: $0Net Assets 2010: $1412010Assets 2012: $100,009Liabilities 2012: $0Net Assets 2012: $100,0092012Assets 2013: $100,114Liabilities 2013: $0Net Assets 2013: $100,1142013Assets 2014: $100,197Liabilities 2014: $0Net Assets 2014: $100,1972014Assets 2015: $100,340Liabilities 2015: $0Net Assets 2015: $100,3402015Assets 2016: $100,749Liabilities 2016: $0Net Assets 2016: $100,7492016Assets 2017: $101,560Liabilities 2017: $0Net Assets 2017: $101,5602017Assets 2018: $98,489Liabilities 2018: $0Net Assets 2018: $98,4892018Assets 2019: $95,232Liabilities 2019: $0Net Assets 2019: $95,2322019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $25,5662010Expenses 2012: $5702012Revenue 2013: $562Expenses 2013: $457Net Income 2013: $1052013Revenue 2014: $570Expenses 2014: $487Net Income 2014: $832014Revenue 2015: $143Expenses 2015: $0Net Income 2015: $1432015Revenue 2016: $412Expenses 2016: $3Net Income 2016: $4092016Revenue 2017: $819Expenses 2017: $8Net Income 2017: $8112017Revenue 2018: $1,945Expenses 2018: $5,016Net Income 2018: -$3,0712018Revenue 2019: $5,538Expenses 2019: $8,795Net Income 2019: -$3,2572019Revenue 2020: $3,927Expenses 2020: $147,915Net Income 2020: -$143,9882020

Highlighted filing

2020

Revenue$3,927
Expenses$147,915
Net Income-$143,988
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,927
Expenses
$147,915
Net income
-$143,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$1.48$1.44
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.01$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.01$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 24, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORIS F GREENBLATTPresident-$0--
DANA B GREENBLATTSec/Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGOLDMAN SACHS PHILANTHROPHY FUNDGENERAL.PCNEW YORK, NY, US$135,971
Paid GrantGOLDMAN SACHS PHILANTHROPHY FUNDGENERAL.PCNEW YORK, NY, US$5,507
Paid GrantTHE LEUKEMIA AND LYMPHOMA SOCIETYGENERAL.PCRYE BROOK, NY, US$500
Filing and Contact Details

Filer

Filer Name
The Zufrieden Foundation Inc
EIN
23-3096890
Phone
6106498615
Address
134 GRAYS LANE, HAVERFORD, PA 19041-1743

Signing Officer

Name
Dana Greenblatt
Title
Treasurer
Phone
6106498615
Signed
2021-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
111 S WACKER DR, CHICAGO, IL 60606
Preparer
Katherine Chang
Phone
3124861000
Raw XML Appendix315 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE LEUKEMIA AND LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GOLDMAN SACHS PHILANTHROPHY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GOLDMAN SACHS PHILANTHROPHY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03 INTERNATIONAL DRIVE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 WEST ST FL 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 WEST ST FL 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RYE BROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010573
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1102822102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2102822102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0141978
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05117
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01298
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05117
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0141498
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0141498
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0147913
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0141498
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0141498
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01298
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt04660
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04660
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION LIQUIDATED THE REMAINDER OF ITS ASSETS INTO A DONOR ADVISED FUND, THAT IS TAX EXEMPT UNDER SECTION 501(C)(3) AND TERMINATED IN 2020.
OtherIncreasesSchedule/OtherIncreasesDetail/Amt048756
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT TO FMV
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANA GREENBLATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06106498615
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ZUFRIEDEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ZUFR
ReturnHeader/Filer/EIN0233096890
ReturnHeader/Filer/PhoneNum06106498615
ReturnHeader/Filer/USAddress/AddressLine1Txt0134 GRAYS LANE
ReturnHeader/Filer/USAddress/CityNm0HAVERFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190411743
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 S WACKER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03124861000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHERINE CHANG
ReturnHeader/ReturnTs02021-03-03T15:41:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREENBLATT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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