Civic Intelligence

Zephyr Foundation

990EZ • Fiscal year 2023 • EIN 30-1168048

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 12, 2024

Organization ProfileN/A
329 S Highway 101 150Solana Beach, CA 92075

(858) 558-3650

Siviq Scores

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

Liabilities / Assets

98th percentile

5.24x

Higher debt load relative to assets than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

36th percentile

-6.6%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$1,483

Down $105 (-6.6%) from 2022

Net Assets

Down

-$6,287

Down $2,085 (-50%) from 2022

Liabilities

Up

$7,770

Up $1,980 (+34%) from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $50,000 (-100%) from 2022

Expenses

Down

$2,085

Down $50,184 (-96%) from 2022

Net Income

Up

-$2,085

Up $184 (+8.1%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

2023

Assets$1,483
Liabilities$7,770
Net Assets-$6,287
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

2023

Revenue$0
Expenses$2,085
Net Income-$2,085
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 12, 2024
Return Version
2023v5.1
Gross Receipts
$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.

Program Services

DescriptionGrantsExpenses
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.$0$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRAD TERMINIPresident-$0--
AUSTIN RICHTERVice President-$0--
RYAN HERRELLSecretary-$0--
SETH LEVINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Zephyr Foundation
EIN
30-1168048
Phone
8585583650
Address
329 S HIGHWAY 101 150, SOLANA BEACH, CA 92075

Signing Officer

Name
Brad Termini
Title
President
Phone
8585583650
Signed
2024-07-12
Discuss with paid preparer
Yes

Preparer

Firm
The Brae Llp
Address
11693 SAN VICENTE BLVD 299, LOS ANGELES, CA 90049
Preparer
Eric Adler CPA
Phone
8182061445
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: state registration. Amount: 75.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to zephyr partners. Beg. Of year amount: 5,790. End of year amount: 5,770. Description: due to zephyr investors llc. Beg. Of year amount: 0. End of year amount: 2,000.”

Raw XML Appendix144 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ZEPHYR FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08585583650
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0329 S HIGHWAY 101 SUITE 150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOLANA BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092075
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt01588
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01483
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-2085
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02000
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt01588
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01483
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-4202
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-6287
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-4202
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-6287
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRAD TERMINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AUSTIN RICHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RYAN HERRELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SETH LEVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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. AN ADDITIONAL BUDGETED AMOUNT IS PLANNED FOR "INCIDENTAL" GIVING OF CHARITABLE CONTRIBUTIONS AS THE NEED ARISES.
IRS990EZ/PrintingPublicationsPostageAmt010
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ZEPHYR 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05790
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07770
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt02085
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt050000
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt050000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/Total509Grp/TotalAmt050000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt050000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: STATE REGISTRATION. AMOUNT: 75.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE TO ZEPHYR PARTNERS. BEG. OF YEAR AMOUNT: 5,790. END OF YEAR AMOUNT: 5,770. DESCRIPTION: DUE TO ZEPHYR INVESTORS LLC. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD TERMINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08585583650
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZEPHYR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ZEPH
ReturnHeader/Filer/EIN0301168048
ReturnHeader/Filer/PhoneNum08585583650
ReturnHeader/Filer/USAddress/AddressLine1Txt0329 S HIGHWAY 101 150
ReturnHeader/Filer/USAddress/CityNm0SOLANA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092075
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813904452
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE BRAE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011693 SAN VICENTE BLVD 299
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090049
ReturnHeader/PreparerPersonGrp/PhoneNum08182061445
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC ADLER CPA
ReturnHeader/ReturnTs02024-07-19T13:48:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TERMINI
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,483
Liabilities
$7,770
Net assets
-$6,287
Revenue
$0
Expenses
$2,085
Net income
-$2,085
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