Civic Intelligence

The Robert and Audrey Zinser Charitable Foundation

990PF • Fiscal year 2013 • EIN 33-0904234

Jan 01, 2013 to Dec 31, 2013 • Filed on May 26, 2014

29460 Twain Way92082

(760) 749-6596

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

63rd percentile

7.3%

Faster asset growth than 63% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Up

$156,397

Up $10,671 (+7.3%) from 2012

Net Assets

Up

$156,397

Up $10,671 (+7.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$56,890

No earlier filing loaded for comparison.

Expenses

Up

$46,219

Up $2,425 (+5.5%) from 2012

Net Income

$10,671

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $188,807Liabilities 2011: $0Net Assets 2011: $188,8072011Assets 2012: $145,726Liabilities 2012: $0Net Assets 2012: $145,7262012Assets 2013: $156,397Liabilities 2013: $0Net Assets 2013: $156,3972013Assets 2014: $154,725Liabilities 2014: $0Net Assets 2014: $154,7252014Assets 2015: $173,675Liabilities 2015: $0Net Assets 2015: $173,6752015Assets 2016: $669,896Liabilities 2016: $0Net Assets 2016: $669,8962016Assets 2017: $634,680Liabilities 2017: $0Net Assets 2017: $634,6802017Assets 2018: $599,196Liabilities 2018: $0Net Assets 2018: $599,1962018Assets 2019: $570,988Liabilities 2019: $0Net Assets 2019: $570,9882019Assets 2020: $511,576Liabilities 2020: $0Net Assets 2020: $511,5762020Assets 2021: $477,341Liabilities 2021: $0Net Assets 2021: $477,3412021Assets 2022: $428,592Liabilities 2022: $0Net Assets 2022: $428,5922022Assets 2023: $341,925Liabilities 2023: $0Net Assets 2023: $341,9252023Assets 2024: $311,970Liabilities 2024: $0Net Assets 2024: $311,9702024

Highlighted filing

2013

Assets$156,397
Liabilities$0
Net Assets$156,397

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $211,1882011Expenses 2012: $43,7942012Revenue 2013: $56,890Expenses 2013: $46,219Net Income 2013: $10,6712013Revenue 2014: $1,259Expenses 2014: $2,931Net Income 2014: -$1,6722014Revenue 2015: $21,350Expenses 2015: $2,400Net Income 2015: $18,9502015Revenue 2016: $500,051Expenses 2016: $3,830Net Income 2016: $496,2212016Revenue 2017: $1,114Expenses 2017: $36,330Net Income 2017: -$35,2162017Revenue 2018: $3,341Expenses 2018: $38,825Net Income 2018: -$35,4842018Revenue 2019: $10,280Expenses 2019: $38,488Net Income 2019: -$28,2082019Revenue 2020: $1,716Expenses 2020: $61,128Net Income 2020: -$59,4122020Revenue 2021: $104Expenses 2021: $34,339Net Income 2021: -$34,2352021Revenue 2022: $2,242Expenses 2022: $50,991Net Income 2022: -$48,7492022Revenue 2023: $15,039Expenses 2023: $101,706Net Income 2023: -$86,6672023Revenue 2024: $14,214Expenses 2024: $44,169Net Income 2024: -$29,9552024

Highlighted filing

2013

Revenue$56,890
Expenses$46,219
Net Income$10,671
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 26, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A ZINSERCEO-$0--
PAMELA S ISEMANNSecretary-$0--
CLAYTON E ISEMANNTreasurerPT$0--
Filing and Contact Details

Filer

EIN
33-0904234
Phone
7607496596

Signing Officer

Name
Pamela S Isemann
Title
Secretary
Signed
2014-05-26
Discuss with paid preparer
Yes

Preparer

Preparer
Robert Wright CPA Esq
Phone
6192969509
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT A ZINSER
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1029460 TWAIN WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0VALLEY CENTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0920825917
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10CLAYTON E ISEMANN
IRS990PF/StatementsRegardingActyGrp/PhoneNum07607496596
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GIVEN TO ASSIST IN FORMULATING AND PROMOTING CONSERVATIVE PUBLIC POLICIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10HERITAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10214 MASSACHUSETTS AVE NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode020002
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt032608
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0196990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0148483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02150
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0426450
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt046219
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032608
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0196990
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0148483
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02150
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046219
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt046219
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0430820
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0384601
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ASSET MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt04
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt110
TaxesSchedule/TaxesDetail/Amt04
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE FRANCHISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt04
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA S ISEMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE ROBERT AND AUDREY ZINSER CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0330904234
ReturnHeader/Filer/PhoneNum07607496596
ReturnHeader/Filer/USAddress/AddressLine1029460 TWAIN WAY
ReturnHeader/Filer/USAddress/City0VALLEY CENTER
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092082
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Wright & Wright CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101111 Fort Stockton Dr Ste I
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0921031700
ReturnHeader/PreparerPersonGrp/PhoneNum06192969509
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Wright CPA Esq
ReturnHeader/ReturnTs02014-06-03T13:03:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.14$0.44$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.15$1.02$0.87
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.02$0.51$0.49
2021Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.00$0.34$0.34
2020Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.02$0.61$0.59
2019Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.10$0.38$0.28
2018Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.03$0.39$0.35
2017Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.01$0.36$0.35
2016Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$5.00$0.04$4.96
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.21$0.02$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.01$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.57$0.46$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.44
2011Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$2.11