Civic Intelligence

The Zen Foundation

990EZ • Fiscal year 2017 • EIN 26-1333960

May 01, 2016 to Apr 30, 2017 • Filed on Jan 18, 2018

Organization Profilewww.thezenfoundation.org
300 Page StreetSan Francisco, CA 94102

(415) 354-0435

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

100th percentile

103.09x

Higher debt load relative to assets than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

90th percentile

0.31x

Higher debt load relative to revenue than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets100th percentile

Assets

$411

No earlier filing loaded for comparison.

Net Assets

-$41,958

No earlier filing loaded for comparison.

Liabilities

$42,369

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin98th percentile

Revenue

$136,453

No earlier filing loaded for comparison.

Expenses

$14,507

No earlier filing loaded for comparison.

Net Income

$121,946

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0-$50K-$100KAssets 2017: $411Liabilities 2017: $42,369Net Assets 2017: -$41,9582017Assets 2018: $24,112Liabilities 2018: $58,100Net Assets 2018: -$33,9882018Assets 2019: $4,306Liabilities 2019: $85,951Net Assets 2019: -$81,6452019Assets 2020: $10,607Liabilities 2020: $85,951Net Assets 2020: -$75,3442020Assets 2021: $2,615Liabilities 2021: $85,951Net Assets 2021: -$83,3362021Assets 2022: $795Liabilities 2022: $85,951Net Assets 2022: -$85,1562022Assets 2023: $395Liabilities 2023: $85,951Net Assets 2023: -$85,5562023Assets 2024: $2,018Liabilities 2024: $85,951Net Assets 2024: -$83,9332024Assets 2025: $830Liabilities 2025: $85,951Net Assets 2025: -$85,1212025

Highlighted filing

2017

Assets$411
Liabilities$42,369
Net Assets-$41,958
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $136,453Expenses 2017: $14,507Net Income 2017: $121,9462017Revenue 2018: $22,770Expenses 2018: $14,800Net Income 2018: $7,9702018Revenue 2019: $6,642Expenses 2019: $54,299Net Income 2019: -$47,6572019Revenue 2020: $18,956Expenses 2020: $12,655Net Income 2020: $6,3012020Revenue 2021: $52,589Expenses 2021: $60,581Net Income 2021: -$7,9922021Revenue 2022: $17,734Expenses 2022: $19,554Net Income 2022: -$1,8202022Revenue 2023: $13,610Expenses 2023: $14,010Net Income 2023: -$4002023Revenue 2024: $17,332Expenses 2024: $15,709Net Income 2024: $1,6232024Revenue 2025: $20,154Expenses 2025: $21,342Net Income 2025: -$1,1882025

Highlighted filing

2017

Revenue$136,453
Expenses$14,507
Net Income$121,946
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Jan 18, 2018
Return Version
2016v3.0
Gross Receipts
$136,453
Mission and Program Overview

Mission

The Zen Foundation exists to support education, outreach and activities of the San Francisco Zen Center and each of its temples, as well as the organizations The Zen Foundation fiscally sponsors.

Program Services

DescriptionGrantsExpenses
Creek Restoration Project$14,400-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda GalijanPresident-$0--
Jeremy LevieSecretary-$0--
Jordan ThornTreasurer-$0--
Rita CummingsVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Zen Foundation
EIN
26-1333960
Phone
4153540435
Address
300 Page Street, San Francisco, CA 94102

Signing Officer

Name
Jordan Thorn
Title
CFO
Signed
2018-01-18
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Michael Fontanello
Phone
4159830200
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Infrastructure Constrution $14400”

Other Expenses.2

“Licenses and Fees $50”

Total Liabilities.1008

“Unsecured Notes and Loans Payable - Beginning $164477 Unsecured Notes and Loans Payable - Ending $42309”

Total Liabilities.1

“Fiscal Sponsor Liability - Beginning $130 Fiscal Sponsor Liability - Ending $60”

Raw XML Appendix148 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Jordan Thorn
IRS990EZ/BooksInCareOfDetail/PhoneNum04153540435
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0300 Page Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Francisco
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094102
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0703
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0411
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-163904
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-41958
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-163904
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-41958
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Linda Galijan
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Rita Cummings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014450
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Zen Foundation exists to support education, outreach and activities of the San Francisco Zen Center and each of its temples, as well as the organizations The Zen Foundation fiscally sponsors.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Creek Restoration Project
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014400
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0164607
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt042369
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014507
IRS990EZ/TotalProgramServiceExpensesAmt014400
IRS990EZ/TotalRevenueAmt0136453
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.thezenfoundation.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0136453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0106222
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt043884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076256
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0415065
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.85500
IRS990ScheduleA/PublicSupportPY170Pct00.83630
IRS990ScheduleA/PublicSupportTotal170Amt0354871
IRS990ScheduleA/SubstantialContributorsTotAmt060194
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0136453
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0106222
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt043884
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076256
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052250
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0415065
IRS990ScheduleA/TotalSupportAmt0415065
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Infrastructure Constrution $14400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Licenses and Fees $50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Unsecured Notes and Loans Payable - Beginning $164477 Unsecured Notes and Loans Payable - Ending $42309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Fiscal Sponsor Liability - Beginning $130 Fiscal Sponsor Liability - Ending $60
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jordan Thorn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Zen Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ZENF
ReturnHeader/Filer/EIN0261333960
ReturnHeader/Filer/PhoneNum04153540435
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 Page Street
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094102
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 Montgomery Street Suite 1305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159830200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Fontanello
ReturnHeader/ReturnTs02018-01-18T09:46:24-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411
Liabilities
$42,369
Net assets
-$41,958
Revenue
$136,453
Expenses
$14,507
Net income
$121,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.01$0.86$0.85$0.20$0.21$0.01
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.86$0.84$0.17$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.86$0.86$0.14$0.14$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.86$0.85$0.18$0.20$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.86$0.83$0.53$0.61$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.11$0.86$0.75$0.19$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.04$0.86$0.82$0.07$0.54$0.48
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.58$0.34$0.23$0.15$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.42$0.42$1.36$0.15$1.22