Liabilities / Assets
95th percentile
Higher debt load relative to assets than 95% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
1.24x
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Asset Growth
47th percentile
Faster asset growth than 47% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Balance Sheet
Assets
Up$4,634
Up $77 (+1.7%) from 2019
Net Assets
Down-$1,116
Down $5,673 (-124%) from 2019
Liabilities
$5,750
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$5,673
Down $87,470 (-94%) from 2019
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Sep 15, 2021
- Return Version
- 2020v4.0
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.
SEE SCHEDULE O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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. | - | $5,673 |
| 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. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JAMES D MCMENAMIN | President | - | $0 | - | - |
| CHRIS BEUCLER | Vice Preside | - | $0 | - | - |
| SARA BAUMANN | Secy&Treasur | - | $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
- Phone
- 6193442590
- Signed
- 2021-09-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Wastvedt and Company Inc
- Address
- 12626 HIGH BLUFF DR STE 300, SAN DIEGO, CA 92130-2073
- Preparer
- Michael G Wastvedt
- Phone
- 8582016850
Supplemental Narrative
Additional Explanations
Form 990-ez, Part II, Line 26
“Due from zephyr partners 0 5,750”
Form 990-ez, Part III, Line 28
“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.”
Form 990-ez, Part III, Line 31
“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.”
Raw XML Appendix118 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 |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | JAMES D MCMENAMIN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | CHRIS BEUCLER |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | SARA BAUMANN |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | BRAD TERMINI |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6193442590 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 700 SECOND ST STE 100 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN DIEGO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92024 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 4557 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 4634 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -5673 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5673 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 4557 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 4634 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 4557 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | -1116 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 4557 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | -1116 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JAMES D MCMENAMIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CHRIS BEUCLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | SARA BAUMANN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECY&TREASUR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE SCHEDULE O |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 5673 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 5750 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 5673 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 5673 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 1 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 1 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 1 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 1 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 1 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DUE FROM ZEPHYR PARTNERS 0 5,750 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III, LINE 28 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 31 |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | (A) DID THE ORGANIZATION, DURING THE YEAR RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT?...........NO (B) DID THE ORGANIZATION, DURING THE YEAR PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT?...........................NO |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMES D MCMENAMIN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6193442590 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-09-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ZEPHYR FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ZEPH |
| ReturnHeader/Filer/EIN | 0 | 301168048 |
| ReturnHeader/Filer/PhoneNum | 0 | 6193442590 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 700 SECOND ST STE 100 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ENCINITAS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92024 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 841449970 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WASTVEDT AND COMPANY INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 12626 HIGH BLUFF DR STE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN DIEGO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 921302073 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8582016850 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-11-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MICHAEL G WASTVEDT |
| ReturnHeader/ReturnTs | 0 | 2021-11-15T20:33:57-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JAMES |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MCMENAMIN |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $4,634
- Liabilities
- $5,750
- Net assets
- -$1,116
- Revenue
- -
- Expenses
- $5,673
- Net income
- -