Civic Intelligence

Zollner Foundation Trust

990PF • Fiscal year 2016 • EIN 35-6381471

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

Organization Profile
1525 W Wt Harris Blvd Mac D1114-044Charlotte, NC 28288

(260) 461-6000

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

8th percentile

-80%

Higher net margin than 8% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$100,043

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 29.8% of source-year revenue.

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

26th percentile

-3.2%

Faster asset growth than 26% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

71%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$8,514,173

Down $278,064 (-3.2%) from 2015

Net Assets

Down

$8,514,173

Down $278,064 (-3.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin8th percentile

Revenue

Up

$335,928

Up $139,855 (+71%) from 2015

Expenses

Down

$604,888

Down $53,440 (-8.1%) from 2015

Net Income

Up

-$268,960

Up $193,295 (+42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$10M$5.0M$0Assets 2010: $9,209,229Liabilities 2010: $0Net Assets 2010: $9,209,2292010Assets 2011: $9,725,995Liabilities 2011: $0Net Assets 2011: $9,725,9952011Assets 2012: $9,475,005Liabilities 2012: $0Net Assets 2012: $9,475,0052012Assets 2013: $9,318,269Liabilities 2013: $0Net Assets 2013: $9,318,2692013Assets 2014: $9,264,664Liabilities 2014: $0Net Assets 2014: $9,264,6642014Assets 2015: $8,792,237Liabilities 2015: $0Net Assets 2015: $8,792,2372015Assets 2016: $8,514,173Liabilities 2016: $0Net Assets 2016: $8,514,1732016Assets 2017: $8,353,435Liabilities 2017: $0Net Assets 2017: $8,353,4352017Assets 2018: $8,554,821Liabilities 2018: $0Net Assets 2018: $8,554,8212018Assets 2019: $8,421,029Liabilities 2019: $0Net Assets 2019: $8,421,0292019Assets 2020: $8,309,599Liabilities 2020: $0Net Assets 2020: $8,309,5992020Assets 2021: $9,787,317Liabilities 2021: $0Net Assets 2021: $9,787,3172021Assets 2022: $9,693,909Liabilities 2022: $0Net Assets 2022: $9,693,9092022Assets 2023: $9,132,933Liabilities 2023: $0Net Assets 2023: $9,132,9332023Assets 2024: $9,045,854Liabilities 2024: $0Net Assets 2024: $9,045,8542024

Highlighted filing

2016

Assets$8,514,173
Liabilities$0
Net Assets$8,514,173
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $545,5792010Expenses 2011: $554,7802011Expenses 2012: $531,3532012Revenue 2013: $359,928Expenses 2013: $512,890Net Income 2013: -$152,9622013Revenue 2014: $599,107Expenses 2014: $646,191Net Income 2014: -$47,0842014Revenue 2015: $196,073Expenses 2015: $658,328Net Income 2015: -$462,2552015Revenue 2016: $335,928Expenses 2016: $604,888Net Income 2016: -$268,9602016Revenue 2017: $351,928Expenses 2017: $502,604Net Income 2017: -$150,6762017Revenue 2018: $803,669Expenses 2018: $592,464Net Income 2018: $211,2052018Revenue 2019: $600,800Expenses 2019: $639,484Net Income 2019: -$38,6842019Revenue 2020: $475,359Expenses 2020: $621,397Net Income 2020: -$146,0382020Revenue 2021: $2,159,880Expenses 2021: $625,367Net Income 2021: $1,534,5132021Revenue 2022: $522,336Expenses 2022: $679,272Net Income 2022: -$156,9362022Revenue 2023: $97,902Expenses 2023: $658,143Net Income 2023: -$560,2412023Revenue 2024: $568,304Expenses 2024: $660,857Net Income 2024: -$92,5532024

Highlighted filing

2016

Revenue$335,928
Expenses$604,888
Net Income-$268,960
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$100,043-$100,043
Filing and Contact Details

Filer

Filer Name
Zollner Foundation
EIN
35-6381471
Phone
2604616000
Address
1525 W WT HARRIS BLVD MAC D1114-044, CHARLOTTE, NC 28288

Signing Officer

Name
Wells Fargo Bank Indiana Na
Title
Trustee
Signed
2017-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Dulin Ward & Dewald Inc
Address
9921 DUPONT CIRCLE DR W 300, FORT WAYNE, IN 46825-1610
Preparer
Carrie B Minnich CPA
Phone
2604232414
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27VANGUARD INDEX FD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28WESTERN ASSET EMERGING MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt092186
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1276243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2216301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt362042
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12251852
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0108017
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt025011
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt075032
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0255265
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0527100
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0104299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92011-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182012-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212008-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222015-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232012-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242010-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272011-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292013-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312011-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332014-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342011-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352004-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362013-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372015-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382014-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392013-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412013-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422010-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432015-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452014-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462014-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482011-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502013-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512010-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522012-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532015-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542012-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572016-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582015-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602011-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612011-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622012-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632015-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642014-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652012-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662014-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672001-04-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682015-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702013-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722013-07-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742014-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752014-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762014-05-25

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,514,173
Liabilities
$0
Net assets
$8,514,173
Revenue
$335,928
Expenses
$604,888
Net income
-$268,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$0.57$0.66$0.09
2023Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$0.10$0.66$0.56
2022Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$0.52$0.68$0.16
2021Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$2.16$0.63$1.53
2020Detailed filing. Detailed filing data is available for this year.$8.31$0.00$8.31$0.48$0.62$0.15
2019Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$0.60$0.64$0.04
2018Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.80$0.59$0.21
2017Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$0.35$0.50$0.15
2016Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.34$0.60$0.27
2015Detailed filing. Detailed filing data is available for this year.$8.79$0.00$8.79$0.20$0.66$0.46
2014Detailed filing. Detailed filing data is available for this year.$9.26$0.00$9.26$0.60$0.65$0.05
2013Detailed filing. Detailed filing data is available for this year.$9.32$0.00$9.32$0.36$0.51$0.15
2012Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.53
2011Detailed filing. Detailed filing data is available for this year.$9.73$0.00$9.73$0.55
2010Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.55