Civic Intelligence

Zephyr Foundation

990EZ • Fiscal year 2019 • EIN 30-1168048

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 31, 2020

Organization ProfileN/A
700 Second St Ste 100Encinitas, CA 92024

(619) 344-2590

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

53rd percentile

4.7%

Higher net margin than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$4,557

Up $4,557 from 2018

Net Assets

Up

$4,557

Up $4,557 from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin53rd percentile

Revenue

Up

$97,700

Up $97,700 from 2018

Expenses

$93,143

No earlier filing loaded for comparison.

Net Income

$4,557

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.

$20K$10K$0-$10K-$20KAssets 2018: $0Net Assets 2018: $02018Assets 2019: $4,557Net Assets 2019: $4,5572019Assets 2020: $4,634Liabilities 2020: $5,750Net Assets 2020: -$1,1162020Assets 2021: $4,644Liabilities 2021: $6,577Net Assets 2021: -$1,9332021Assets 2022: $1,588Liabilities 2022: $5,790Net Assets 2022: -$4,2022022Assets 2023: $1,483Liabilities 2023: $7,770Net Assets 2023: -$6,2872023Assets 2024: $1,438Liabilities 2024: $9,770Net Assets 2024: -$8,3322024Assets 2025: $313Liabilities 2025: $10,870Net Assets 2025: -$10,5572025

Highlighted filing

2019

Assets$4,557
Liabilities-
Net Assets$4,557
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2018: $02018Revenue 2019: $97,700Expenses 2019: $93,143Net Income 2019: $4,5572019Expenses 2020: $5,6732020Revenue 2021: $0Expenses 2021: $817Net Income 2021: -$8172021Revenue 2022: $50,000Expenses 2022: $52,269Net Income 2022: -$2,2692022Revenue 2023: $0Expenses 2023: $2,085Net Income 2023: -$2,0852023Revenue 2024: $0Expenses 2024: $2,045Net Income 2024: -$2,0452024Revenue 2025: $0Expenses 2025: $2,225Net Income 2025: -$2,2252025

Highlighted filing

2019

Revenue$97,700
Expenses$93,143
Net Income$4,557
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 31, 2020
Return Version
2019v5.0
Gross Receipts
$97,700
Mission and Program Overview

Mission

Zephyr foundation is a 501-(c)(3) non-profit organization formed to help specified recipients in need in communities throughout the greater san diego area and elsewhere in southern california. The foundation was formed to proactively plan and schedule charitable contributions, directed in a meaningful and organized way to recipients. An additional budgeted amount is planned for "incidental" giving of charitable contributions as the need arises.

Zephyr Foundation is a 501-(C)(3) non-profit organization formed to help specified recipients in need in communities throughout the greater San Diego area and elsewhere in Southern California.The Foundation was formed to proactively plan and schedule charitable contributions, directed in a meaningful and organized way to recipients.

Program Services

DescriptionGrantsExpenses
To proactively plan and schedule charitable contributions, directed in a meaningful and organized way to recipients.$7,693$85,450
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES D MCMENAMINPresident-$0--
CHRIS BEUCLERVice President-$0--
SARA BAUMANNSecy&Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Zephyr Foundation
EIN
30-1168048
Phone
6193442590
Address
700 SECOND ST STE 100, ENCINITAS, CA 92024

Signing Officer

Name
James D Mcmenamin
Title
President
Signed
2020-08-31
Discuss with paid preparer
Yes

Preparer

Firm
J Stephen Hawkins & Co
Address
350 10th Avenue Ste 1000, San Diego, CA 92101
Preparer
J Stephen Hawkins CPA
Phone
6193442590
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: BOYS & GIRLS CLUB | Donee's Address: 533 LOMAS SANTA FE SOLANA BEACH CA 92075 | Cash Amount Given: $50000”

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: DEL MAR FOUNDATION | Donee's Address: 225 9TH ST DEL MAR CA 92014 | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.10

“| Donee's Name: TORREY PINES HIGH SCHOOL FOUNATION | Donee's Address: 3710 DEL MAR HEIGHTS RD SAN DIEGO CA 92130 | Cash Amount Given: $5750”

Other Expenses.1001

“Advertising and Promotion $355”

Other Expenses.1

“BANK FEES $48”

Other Expenses.2

“CA REGISTRATION $10”

Raw XML Appendix135 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BRAD TERMINI
IRS990EZ/BooksInCareOfDetail/PhoneNum06193442590
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 SECOND ST STE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092024
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04557
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt097700
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04557
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07280
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04557
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt085450
IRS990EZ/GrossReceiptsAmt097700
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04557
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04557
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES D MCMENAMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRIS BEUCLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SARA BAUMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECY&TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0413
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Zephyr Foundation is a 501-(C)(3) non-profit organization formed to help specified recipients in need in communities throughout the greater San Diego area and elsewhere in Southern California.The Foundation was formed to proactively plan and schedule charitable contributions, directed in a meaningful and organized way to recipients.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To proactively plan and schedule charitable contributions, directed in a meaningful and organized way to recipients.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07693
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085450
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt093143
IRS990EZ/TotalProgramServiceExpensesAmt07693
IRS990EZ/TotalRevenueAmt097700
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt097700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt097700
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt097700
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt097700
IRS990ScheduleA/Total509Grp/TotalAmt097700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt097700
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt097700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: BOYS & GIRLS CLUB | Donee's Address: 533 LOMAS SANTA FE SOLANA BEACH CA 92075 | Cash Amount Given: $50000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: DEL MAR FOUNDATION | Donee's Address: 225 9TH ST DEL MAR CA 92014 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: TORREY PINES HIGH SCHOOL FOUNATION | Donee's Address: 3710 DEL MAR HEIGHTS RD SAN DIEGO CA 92130 | Cash Amount Given: $5750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Advertising and Promotion $355
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK FEES $48
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CA REGISTRATION $10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES D MCMENAMIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZEPHYR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ZEPH
ReturnHeader/Filer/EIN0301168048
ReturnHeader/Filer/PhoneNum06193442590
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 SECOND ST STE 100
ReturnHeader/Filer/USAddress/CityNm0ENCINITAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330792963
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J Stephen Hawkins & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 10th Avenue Ste 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092101
ReturnHeader/PreparerPersonGrp/PhoneNum06193442590
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J STEPHEN HAWKINS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-31T11:58:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,557
Liabilities
-
Net assets
$4,557
Revenue
$97,700
Expenses
$93,143
Net income
$4,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.31$10.9$10.6$0.00$2.23$2.23
2024Detailed filing. Detailed filing data is available for this year.$1.44$9.77$8.33$0.00$2.05$2.05
2023Detailed filing. Detailed filing data is available for this year.$1.48$7.77$6.29$0.00$2.09$2.09
2022Detailed filing. Detailed filing data is available for this year.$1.59$5.79$4.20$50.0$52.3$2.27
2021Detailed filing. Detailed filing data is available for this year.$4.64$6.58$1.93$0.00$0.82$0.82
2020Detailed filing. Detailed filing data is available for this year.$4.63$5.75$1.12$5.67
2019Detailed filing. Detailed filing data is available for this year.$4.56$4.56$97.7$93.1$4.56
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00