Civic Intelligence

Henry and Carol Zeiter Charitable Foundation

EIN 68-0369445 • Stockton, CA

255 E Weber AvenueStockton, CA 95202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

36th percentile

0.03x

Higher debt load relative to revenue than 36% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

9th percentile

-59%

Higher net margin than 9% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

24th percentile

-2.6%

Faster asset growth than 24% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-10%

Faster revenue growth than 21% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$7,351,895

Down $197,425 (-2.6%) from 2023

Liabilities

Up

$10,063

Up $9,950 (+8805%) from 2023

Net Assets

$7,341,832

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue36th percentileNet Margin9th percentile

Revenue

Down

$350,496

Down $39,010 (-10%) from 2023

Expenses

Up

$557,871

Up $165,295 (+42%) from 2023

Net Income

Down

-$207,375

Down $204,305 (-6655%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,514,815Liabilities 2011: $2,2332011Assets 2012: $3,662,870Liabilities 2012: $2,0312012Assets 2013: $3,879,825Liabilities 2013: $5252013Assets 2014: $3,968,973Liabilities 2014: $02014Assets 2015: $4,279,072Liabilities 2015: $12015Assets 2017: $4,410,034Liabilities 2017: $0Net Assets 2017: $4,410,0342017Assets 2018: $5,088,329Liabilities 2018: $0Net Assets 2018: $5,088,3292018Assets 2019: $5,184,897Liabilities 2019: $0Net Assets 2019: $5,184,8972019Assets 2020: $5,166,336Liabilities 2020: $0Net Assets 2020: $5,166,3362020Assets 2021: $7,511,400Liabilities 2021: $480Net Assets 2021: $7,510,9202021Assets 2022: $7,552,707Liabilities 2022: $430Net Assets 2022: $7,552,2772022Assets 2023: $7,549,320Liabilities 2023: $1132023Assets 2024: $7,351,895Liabilities 2024: $10,063Net Assets 2024: $7,341,8322024

Highlighted filing

2024

Assets$7,351,895
Liabilities$10,063
Net Assets$7,341,832
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $514,902Expenses 2011: $223,338Net Income 2011: $291,5642011Revenue 2012: $356,546Expenses 2012: $208,289Net Income 2012: $148,2572012Revenue 2013: $429,479Expenses 2013: $211,018Net Income 2013: $218,4612013Revenue 2014: $549,931Expenses 2014: $460,258Net Income 2014: $89,6732014Revenue 2015: $946,705Expenses 2015: $636,606Net Income 2015: $310,0992015Revenue 2017: $375,856Expenses 2017: $464,517Net Income 2017: -$88,6612017Revenue 2018: $1,023,392Expenses 2018: $345,097Net Income 2018: $678,2952018Revenue 2019: $366,397Expenses 2019: $269,829Net Income 2019: $96,5682019Revenue 2020: $300,759Expenses 2020: $319,320Net Income 2020: -$18,5612020Revenue 2021: $2,744,819Expenses 2021: $400,237Net Income 2021: $2,344,5822021Revenue 2022: $504,915Expenses 2022: $463,558Net Income 2022: $41,3572022Revenue 2023: $389,506Expenses 2023: $392,576Net Income 2023: -$3,0702023Revenue 2024: $350,496Expenses 2024: $557,871Net Income 2024: -$207,3752024

Highlighted filing

2024

Revenue$350,496
Expenses$557,871
Net Income-$207,375
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,351,895
Liabilities
$10,063
Net assets
$7,341,832
Revenue
$350,496
Expenses
$557,871
Net income
-$207,375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.35$0.01$7.34$0.35$0.56$0.21
2023Summary only. Only limited summary data is available for this year.$7.55$0.00$0.39$0.39$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.00$7.55$0.50$0.46$0.04
2021Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$2.74$0.40$2.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$0.30$0.32$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.37$0.27$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.00$5.09$1.02$0.35$0.68
2017Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.38$0.46$0.09
2015Summary only. Only limited summary data is available for this year.$4.28$0.00$0.95$0.64$0.31
2014Summary only. Only limited summary data is available for this year.$3.97$0.00$0.55$0.46$0.09
2013Summary only. Only limited summary data is available for this year.$3.88$0.00$0.43$0.21$0.22
2012Summary only. Only limited summary data is available for this year.$3.66$0.00$0.36$0.21$0.15
2011Summary only. Only limited summary data is available for this year.$3.51$0.00$0.51$0.22$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ZEITERPresident/Treasurer-$0--
CAROL ZEITERVice President-$0--
LYNETTE ZEITERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Henry and Carol Zeiter Charitable
EIN
68-0369445
Phone
2094665566
Address
255 E WEBER AVENUE, STOCKTON, CA 95202

Signing Officer

Name
John Zeiter
Title
President
Phone
2099440740
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Kemper CPA Group Llp
Address
3031 W MARCH LANE STE 133 S, STOCKTON, CA 95219
Preparer
Christine Franklin
Phone
2094732001
Raw XML AppendixShowing 400 of 656 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08037642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB-MUTUAL - FUNDS
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