Civic Intelligence

Zteog Foundation

990PF • Fiscal year 2016 • EIN 81-0868725

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

Organization Profile
C/O Frankrimerman 1801 Page Mill RdPalo Alto, CA 94304

(650) 845-8100

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

94th percentile

40%

Faster asset growth than 94% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-62%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$27,230,875

Up $7,725,402 (+40%) from 2015

Net Assets

$27,230,875

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin96th percentile

Revenue

Down

$7,431,729

Down $12,073,744 (-62%) from 2015

Expenses

Up

$1,091,802

Up $1,091,802 from 2015

Net Income

Down

$6,339,927

Down $13,165,546 (-67%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$150M$100M$50M$0Assets 2015: $19,505,473Liabilities 2015: $02015Assets 2016: $27,230,875Liabilities 2016: $0Net Assets 2016: $27,230,8752016Assets 2017: $32,600,842Liabilities 2017: $0Net Assets 2017: $32,600,8422017Assets 2018: $37,660,176Liabilities 2018: $0Net Assets 2018: $37,660,1762018Assets 2019: $41,827,811Liabilities 2019: $0Net Assets 2019: $41,827,8112019Assets 2020: $73,432,685Liabilities 2020: $0Net Assets 2020: $73,432,6852020Assets 2021: $96,548,196Liabilities 2021: $0Net Assets 2021: $96,548,1962021Assets 2022: $79,782,897Liabilities 2022: $0Net Assets 2022: $79,782,8972022Assets 2023: $103,987,834Liabilities 2023: $0Net Assets 2023: $103,987,8342023Assets 2024: $131,372,354Liabilities 2024: $0Net Assets 2024: $131,372,3542024

Highlighted filing

2016

Assets$27,230,875
Liabilities$0
Net Assets$27,230,875
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$30M$20M$10M$0-$10MRevenue 2015: $19,505,473Expenses 2015: $0Net Income 2015: $19,505,4732015Revenue 2016: $7,431,729Expenses 2016: $1,091,802Net Income 2016: $6,339,9272016Revenue 2017: $3,348,074Expenses 2017: $991,875Net Income 2017: $2,356,1992017Revenue 2018: $5,437,165Expenses 2018: $2,319,539Net Income 2018: $3,117,6262018Revenue 2019: $2,507,514Expenses 2019: $2,235,310Net Income 2019: $272,2042019Revenue 2020: $19,232,890Expenses 2020: $2,580,679Net Income 2020: $16,652,2112020Revenue 2021: $28,935,151Expenses 2021: $19,316,393Net Income 2021: $9,618,7582021Revenue 2022: $431,093Expenses 2022: $2,410,331Net Income 2022: -$1,979,2382022Revenue 2023: $18,954,108Expenses 2023: $2,061,952Net Income 2023: $16,892,1562023Revenue 2024: $28,287,330Expenses 2024: $7,995,283Net Income 2024: $20,292,0472024

Highlighted filing

2016

Revenue$7,431,729
Expenses$1,091,802
Net Income$6,339,927
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES J GOETZPresident, Chair Of The Bo-$0--
MELANIE M GOETZSecretary, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Zteog Foundation
EIN
81-0868725
Phone
6508458100
Address
C/O FRANKRIMERMAN 1801 PAGE MILL RD, PALO ALTO, CA 94304

Signing Officer

Name
James Goetz
Title
President
Phone
6508458100
Signed
2017-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Frank Rimerman & Co Llp
Address
1801 PAGE MILL ROAD, PALO ALTO, CA 94304
Preparer
Robert N Hoffman
Phone
6508458100
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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt026196337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SCHF USTE, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt026196337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03092
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0591802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02004-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt027154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06989740
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc036,608 SHS LINKEDIN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FROM K-1: SCHF USTE, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM K-1: SCHF USTE, L.P.
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01385475
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES J GOETZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MELANIE M GOETZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, CHAIR OF THE BO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O FRANKRIMERMANCO1801 PAGE MILL
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
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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/AppliedToCurrentYearAmt0500000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01003385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0503385
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JAMES J GOETZ
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1JAMES J GOETZ
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1C/O FRANK RIMERMAN CO 1801 PAGE MIL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd194304
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07000182
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt15000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt07000182
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc036,608 SHS LINKEDIN CORPORATION
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-08-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DISTRIBUTION RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0600000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0600000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FROM K-1 - SCHF USTE, LP - INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0111746
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0111746
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0191275
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11207
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FROM K-1: SCHF USTE, L.P.
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FROM K-1: SCHF USTE, L.P. - ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2UBTI INCOME EXCLUDED REPORTED ON 990-PF
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0191275
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11207
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-62700
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0191275
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11207
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt20
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01385475
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FROM K-1: SCHF USTE, L.P. - UNREALIZED APPRECIATION AND TIMING DIFFERENCES
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O FRANK RIMERMAN CO 1801 PAGE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt0MILL RD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PALO ALTO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094304
TaxesSchedule/TaxesDetail/Amt0475000
TaxesSchedule/TaxesDetail/Amt156
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt156
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES GOETZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06508458100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZTEOG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ZTEO
ReturnHeader/Filer/EIN0810868725
ReturnHeader/Filer/PhoneNum06508458100
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O FRANKRIMERMAN 1801 PAGE MILL RD
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094304
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00EC6A6FABD57B4F0409F066AB5D6192742CAB7F0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId044C3984093640F540E6E549C325DC3D3CE325EA9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.204.21.130
ReturnHeader/FilingSecurityInformation/IPDt02017-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:09:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941341042
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK RIMERMAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 PAGE MILL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094304
ReturnHeader/PreparerPersonGrp/PhoneNum06508458100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT N HOFFMAN
ReturnHeader/ReturnTs02017-11-06T12:31:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$27,230,875
Liabilities
$0
Net assets
$27,230,875
Revenue
$7,431,729
Expenses
$1,091,802
Net income
$6,339,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$131$0.00$131$28.3$8.00$20.3
2023Detailed filing. Detailed filing data is available for this year.$104$0.00$104$19.0$2.06$16.9
2022Detailed filing. Detailed filing data is available for this year.$79.8$0.00$79.8$0.43$2.41$1.98
2021Detailed filing. Detailed filing data is available for this year.$96.5$0.00$96.5$28.9$19.3$9.62
2020Detailed filing. Detailed filing data is available for this year.$73.4$0.00$73.4$19.2$2.58$16.7
2019Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$2.51$2.24$0.27
2018Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$5.44$2.32$3.12
2017Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$3.35$0.99$2.36
2016Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$7.43$1.09$6.34
2015Summary only. Only limited summary data is available for this year.$19.5$0.00$19.5$0.00$19.5