Civic Intelligence

Zollner Foundation Trust

990PF • Fiscal year 2021 • EIN 35-6381471

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 29, 2022

Organization Profile
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

91st percentile

71%

Higher net margin than 91% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$112,438

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

71st percentile

18%

Faster asset growth than 71% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

354%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,787,317

Up $1,477,718 (+18%) from 2020

Net Assets

Up

$9,787,317

Up $1,477,718 (+18%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin91st percentile

Revenue

Up

$2,159,880

Up $1,684,521 (+354%) from 2020

Expenses

Up

$625,367

Up $3,970 (+0.6%) from 2020

Net Income

Up

$1,534,513

Up $1,680,551 (+1151%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2021

Assets$9,787,317
Liabilities$0
Net Assets$9,787,317
Open 2021 Filing

Operations Trend

Revenue Growth94th 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

2021

Revenue$2,159,880
Expenses$625,367
Net Income$1,534,513
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 29, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$112,438-$112,438
Filing and Contact Details

Filer

Filer Name
Zollner Foundation
EIN
35-6381471
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2022-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01841704
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02159880
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0995
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0995
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01841704
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt028109
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt084328
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0112438
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0500000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0311517
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0314993
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01534513
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06105513
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02062483
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03183
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06256
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011780
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,787,317
Liabilities
$0
Net assets
$9,787,317
Revenue
$2,159,880
Expenses
$625,367
Net income
$1,534,513
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