Civic Intelligence

Zeller Family Charitable Foundation

990PF • Fiscal year 2018 • EIN 41-1958310

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 27, 2019

Organization Profile
6368 Memorial DriveFrisco, TX 75034

(972) 763-5151

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

58th percentile

7.2%

Higher net margin than 58% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

48th percentile

0.5%

Faster asset growth than 48% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$727,467

Up $3,712 (+0.5%) from 2017

Net Assets

Up

$727,467

Up $3,712 (+0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin58th percentile

Revenue

Up

$51,496

Up $9,028 (+21%) from 2017

Expenses

Down

$47,784

Down $18,922 (-28%) from 2017

Net Income

Up

$3,712

Up $27,950 (+115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

2018

Assets$727,467
Liabilities$0
Net Assets$727,467
Open 2018 Filing

Operations Trend

Revenue Growth74th percentile

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

2018

Revenue$51,496
Expenses$47,784
Net Income$3,712
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 27, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

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
6368 MEMORIAL DRIVE, FRISCO, TX 75034

Signing Officer

Name
Lyle Zeller
Title
President
Phone
9727635151
Signed
2019-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
5001 SPRING VALLEY ROAD SUITE 600W, DALLAS, TX 75244
Preparer
Allison Brown
Phone
9723835700
Raw XML Appendix363 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.

Path#Value
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52267.574 SHS FIDELITY VALUE DISCOVERY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6984.132 SHS VICTORY INTEGRITY SMALL CAP
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt031929
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LYLE ZELLER
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/AddressLine1Txt06368 MEMORIAL DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FRISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075034
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/ContributingManagerNm2LAUREN SELBERG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COUNCIL FOR LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1REAL OPTIONS FOR WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ROXANA SCHOOLS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04516 LOVERS LANE PO BOX 103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1700 E PARK BLVD 206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2401 N CHAFFER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PLANO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ROXANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd262084
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt09248
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt036402
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045650
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt043919
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036402
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES & PERMITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt01300
TaxesSchedule/TaxesDetail/Amt1209
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1209
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LYLE ZELLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09727635151
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZELLER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ZELL
ReturnHeader/Filer/EIN0411958310
ReturnHeader/Filer/PhoneNum09727635151
ReturnHeader/Filer/USAddress/AddressLine1Txt06368 MEMORIAL DRIVE
ReturnHeader/Filer/USAddress/CityNm0FRISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075034
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06E90C7C5DAB7B6CE43E299C98BE0892EC7C4F8B9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D8D25D72ED0B7757C890B6EDDC7E8DEDBAB503D0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02019-06-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:01:18
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
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/ReturnTs02019-06-27T14:25:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$727,467
Liabilities
$0
Net assets
$727,467
Revenue
$51,496
Expenses
$47,784
Net income
$3,712
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