Civic Intelligence

Zeller Family Charitable Foundation

990PF • Fiscal year 2014 • EIN 41-1958310

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 16, 2015

2601 Marsh Lane Unit 94Plano, TX 75093-8483

(972) 763-5151

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

17th percentile

-7.1%

Faster asset growth than 17% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

9th percentile

-40%

Faster revenue growth than 9% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$801,421

Down $60,969 (-7.1%) from 2013

Net Assets

Down

$801,421

Down $2,969 (-0.4%) from 2013

Liabilities

Down

$0

Down $58,000 (-100%) from 2013

Revenue

Down

$28,210

Down $18,961 (-40%) from 2013

Expenses

Down

$31,179

Down $38,182 (-55%) from 2013

Net Income

Up

-$2,969

Up $19,221 (+87%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $828,512Liabilities 2011: $30,0002011Assets 2012: $850,080Liabilities 2012: $23,5002012Assets 2013: $862,390Liabilities 2013: $58,000Net Assets 2013: $804,3902013Assets 2014: $801,421Liabilities 2014: $0Net Assets 2014: $801,4212014Assets 2015: $773,876Liabilities 2015: $0Net Assets 2015: $773,8762015Assets 2016: $747,993Liabilities 2016: $0Net Assets 2016: $747,9932016Assets 2017: $723,755Liabilities 2017: $0Net Assets 2017: $723,7552017Assets 2018: $727,467Liabilities 2018: $0Net Assets 2018: $727,4672018Assets 2019: $692,480Liabilities 2019: $0Net Assets 2019: $692,4802019Assets 2020: $699,732Liabilities 2020: $0Net Assets 2020: $699,7322020Assets 2021: $696,820Liabilities 2021: $0Net Assets 2021: $696,8202021Assets 2022: $670,544Liabilities 2022: $0Net Assets 2022: $670,5442022Assets 2023: $637,970Liabilities 2023: $0Net Assets 2023: $637,9702023Assets 2024: $768,470Liabilities 2024: $0Net Assets 2024: $768,4702024

Highlighted filing

2014

Assets$801,421
Liabilities$0
Net Assets$801,421

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $42,108Expenses 2011: $32,763Net Income 2011: $9,3452011Revenue 2012: $53,684Expenses 2012: $25,616Net Income 2012: $28,0682012Revenue 2013: $47,171Expenses 2013: $69,361Net Income 2013: -$22,1902013Revenue 2014: $28,210Expenses 2014: $31,179Net Income 2014: -$2,9692014Revenue 2015: $29,403Expenses 2015: $49,904Net Income 2015: -$20,5012015Revenue 2016: $26,557Expenses 2016: $52,440Net Income 2016: -$25,8832016Revenue 2017: $42,468Expenses 2017: $66,706Net Income 2017: -$24,2382017Revenue 2018: $51,496Expenses 2018: $47,784Net Income 2018: $3,7122018Revenue 2019: $32,321Expenses 2019: $67,308Net Income 2019: -$34,9872019Revenue 2020: $55,058Expenses 2020: $47,806Net Income 2020: $7,2522020Revenue 2021: $64,947Expenses 2021: $67,859Net Income 2021: -$2,9122021Revenue 2022: $42,563Expenses 2022: $68,839Net Income 2022: -$26,2762022Revenue 2023: $52,408Expenses 2023: $72,941Net Income 2023: -$20,5332023Revenue 2024: $304,119Expenses 2024: $84,910Net Income 2024: $219,2092024

Highlighted filing

2014

Revenue$28,210
Expenses$31,179
Net Income-$2,969
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 16, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lyle ZellerPresident/Treasurer/Direct-$0--
Carla ZellerVice-President/Secretary/D-$0--
Lauren SelbergDirector-$0--
Filing and Contact Details

Filer

Filer Name
Zeller Family Foundation
EIN
41-1958310
Phone
9727635151
Address
2601 Marsh Lane Unit 94, Plano, TX 75093-8483

Signing Officer

Name
Lyle Zeller
Title
President
Phone
9727635151
Signed
2015-07-16
Discuss with paid preparer
Yes

Preparer

Firm
CliftonLarsonAllenLLP
Address
5001 Spring Valley Road Suite 600W, Dallas, TX 75244
Preparer
Allison Brown
Phone
9723835700
Raw XML Appendix374 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/PersonNm0Lyle Zeller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Carla Zeller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Lauren Selberg
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Lyle Zeller
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02601 Marsh Lane Unit 94
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Plano
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075093
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09727635151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Lyle Zeller
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Carla Zeller
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Discipleship Network of America Midwest
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Heshima Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Hope for the City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Safe Families for Children MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Feed My Starving Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27005 Oxford Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3711 10th Avenue S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4401 93rd Avenue NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chanhassen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Wheaton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2St Louis Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Minneapolis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Coon Rapids
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055317
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1601870306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255426
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455433
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029500
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/AppliedToCurrentYearAmt02490
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027322
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029812
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt047987
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027322
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Licenses & Permits
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt058000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Outstanding Charitable Contribution Checks
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt0259
TaxesSchedule/TaxesDetail/Amt1145
TaxesSchedule/TaxesDetail/CategoryTxt0US Treasury - Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1145
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Lyle Zeller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09727635151
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Zeller Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ZELL
ReturnHeader/Filer/EIN0411958310
ReturnHeader/Filer/PhoneNum09727635151
ReturnHeader/Filer/USAddress/AddressLine1Txt02601 Marsh Lane Unit 94
ReturnHeader/Filer/USAddress/CityNm0Plano
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0750938483
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CliftonLarsonAllenLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05001 Spring Valley Road Suite 600W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075244
ReturnHeader/PreparerPersonGrp/PhoneNum09723835700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Allison Brown
ReturnHeader/ReturnTs02015-07-31T14:53:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$3.04$0.85$2.19
2023Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.52$0.73$0.21
2022Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.43$0.69$0.26
2021Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.65$0.68$0.03
2020Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.55$0.48$0.07
2019Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.32$0.67$0.35
2018Detailed filing. Detailed filing data is available for this year.$7.27$0.00$7.27$0.51$0.48$0.04
2017Detailed filing. Detailed filing data is available for this year.$7.24$0.00$7.24$0.42$0.67$0.24
2016Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.27$0.52$0.26
2015Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.29$0.50$0.21
2014Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.28$0.31$0.03
2013Detailed filing. Detailed filing data is available for this year.$8.62$0.58$8.04$0.47$0.69$0.22
2012Summary only. Only limited summary data is available for this year.$8.50$0.24$0.54$0.26$0.28
2011Summary only. Only limited summary data is available for this year.$8.29$0.30$0.42$0.33$0.09