Civic Intelligence

The Bruce J and Rori H Zoldan Family Foundation

990PF • Fiscal year 2013 • EIN 34-1912737

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 24, 2014

Organization Profile
555 Martin Luther King Jr Blvd44502

(330) 746-1064

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

89th percentile

43%

Higher net margin than 89% 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

52nd percentile

1.5%

Faster asset growth than 52% 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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$70,154

Up $1,056 (+1.5%) from 2012

Net Assets

Up

$70,154

Up $1,056 (+1.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

$2,456

No earlier filing loaded for comparison.

Expenses

Up

$1,400

Up $900 (+180%) from 2012

Net Income

$1,056

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2010: $63,825Liabilities 2010: $0Net Assets 2010: $63,8252010Assets 2011: $65,483Liabilities 2011: $0Net Assets 2011: $65,4832011Assets 2012: $69,098Liabilities 2012: $0Net Assets 2012: $69,0982012Assets 2013: $70,154Liabilities 2013: $0Net Assets 2013: $70,1542013Assets 2014: $73,998Liabilities 2014: $0Net Assets 2014: $73,9982014Assets 2015: $78,563Liabilities 2015: $0Net Assets 2015: $78,5632015Assets 2016: $84,007Liabilities 2016: $25,000Net Assets 2016: $59,0072016Assets 2017: $65,494Liabilities 2017: $100Net Assets 2017: $65,3942017Assets 2018: $56,995Liabilities 2018: $100Net Assets 2018: $56,8952018Assets 2019: $61,940Liabilities 2019: $100Net Assets 2019: $61,8402019Assets 2020: $568,335Liabilities 2020: $1,167Net Assets 2020: $567,1682020Assets 2021: $76,060Liabilities 2021: $2,191Net Assets 2021: $73,8692021Assets 2022: $587,284Liabilities 2022: $2,191Net Assets 2022: $585,0932022Assets 2023: $264,962Liabilities 2023: $1,987Net Assets 2023: $262,9752023Assets 2024: $223,192Liabilities 2024: $0Net Assets 2024: $223,1922024

Highlighted filing

2013

Assets$70,154
Liabilities$0
Net Assets$70,154
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $10,7712010Expenses 2011: $5802011Expenses 2012: $5002012Revenue 2013: $2,456Expenses 2013: $1,400Net Income 2013: $1,0562013Revenue 2014: $4,424Expenses 2014: $580Net Income 2014: $3,8442014Revenue 2015: $5,135Expenses 2015: $570Net Income 2015: $4,5652015Revenue 2016: $5,494Expenses 2016: $25,050Net Income 2016: -$19,5562016Revenue 2017: $6,534Expenses 2017: $147Net Income 2017: $6,3872017Revenue 2018: $6,892Expenses 2018: $99,730Net Income 2018: -$92,8382018Revenue 2019: $6,125Expenses 2019: $1,180Net Income 2019: $4,9452019Revenue 2020: $1,006,435Expenses 2020: $501,107Net Income 2020: $505,3282020Revenue 2021: $7,872Expenses 2021: $501,171Net Income 2021: -$493,2992021Revenue 2022: $514,223Expenses 2022: $2,999Net Income 2022: $511,2242022Revenue 2023: $19,241Expenses 2023: $655,978Net Income 2023: -$636,7372023Revenue 2024: $14,630Expenses 2024: $156,400Net Income 2024: -$141,7702024

Highlighted filing

2013

Revenue$2,456
Expenses$1,400
Net Income$1,056
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 24, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER S FRANKTrustee-$0--
WILLIAM A WEIMERTrustee-$0--
BRUCE J ZOLDANAdvisor-$0--
RORI H ZOLDANAdvisor-$0--
Filing and Contact Details

Filer

EIN
34-1912737
Phone
3307461064

Signing Officer

Name
Peter S Frank
Title
Trustee
Phone
3307461064
Signed
2014-03-24
Discuss with paid preparer
Yes

Preparer

Preparer
James M Rosa
Phone
3307588613
Raw XML Appendix304 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DistributionFromCorpusElection/ElectionDesc0PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING UNDISTRIBUTED INCOME FROM:TAX YEAR 2008: $12,569
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm020,000 SHS. PCCW LTD - HKD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18,000 SHS. ORACLE CORP.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER S FRANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM A WEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRUCE J ZOLDAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10555 MARTIN LUTHER KING JR BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11555 MARTIN LUTHER KING JR BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12555 MARTIN LUTHER KING JR BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13555 MARTIN LUTHER KING JR BLVD
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PETER S FRANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03307461064
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10555 MARTIN LUTHER KING JR BLVD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0YOUNGSTOWN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode044502
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013969
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0411
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02557
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt034803
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013969
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt020834
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04368
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0411
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02557
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025202
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037771
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt01400
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/CategoryTxt0TREASURER STATE OF OHIO
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0400
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER S FRANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03307461064
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE BRUCE J AND RORI H ZOLDAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0341912737
ReturnHeader/Filer/PhoneNum03307461064
ReturnHeader/Filer/USAddress/AddressLine10555 MARTIN LUTHER KING JR BLVD
ReturnHeader/Filer/USAddress/City0YOUNGSTOWN
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341897225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HILL BARTH & KING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107680 MARKET STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOARDMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode044512
ReturnHeader/PreparerPersonGrp/PhoneNum03307588613
ReturnHeader/PreparerPersonGrp/PreparationDt02014-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M ROSA
ReturnHeader/ReturnTs02014-03-25T15:25:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,154
Liabilities
$0
Net assets
$70,154
Revenue
$2,456
Expenses
$1,400
Net income
$1,056
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.16$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.02$0.66$0.64
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.51$0.00$0.51
2021Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.07$0.01$0.50$0.49
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.01$0.50$0.51
2019Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01$0.10$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.03$0.06$0.01$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.01$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.01