Civic Intelligence

Cz Foundation Inc.

EIN 81-1411248 • 501(c)3 • San Marino, CA

Pub. 78 Eligible990-N Coverage

Profile

Promotes academics, leadership, charity and athletics

1613 Chelsea RdSan Marino, CA 91108

n/A

Siviq Scores

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

Liabilities / Assets

100th percentile

55122.00x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

3.09x

Higher debt load relative to revenue than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

18th percentile

-34%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-75%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$1

Down $819 (-100%) from 2017

Liabilities

Up

$55,122

Up $6,134 (+13%) from 2017

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue98th percentileNet Margin18th percentile

Revenue

Down

$17,820

Down $53,950 (-75%) from 2017

Expenses

Down

$23,954

Down $86,570 (-78%) from 2017

Net Income

Up

-$6,134

Up $32,620 (+84%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$100K$50K$0-$50KAssets 2016: $9,447Liabilities 2016: $18,861Net Assets 2016: -$9,4142016Assets 2017: $820Liabilities 2017: $48,988Net Assets 2017: -$48,1682017Assets 2018: $1Liabilities 2018: $55,1222018

Highlighted filing

2018

Assets$1
Liabilities$55,122
Net Assets-
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $43,951Expenses 2016: $53,365Net Income 2016: -$9,4142016Revenue 2017: $71,770Expenses 2017: $110,524Net Income 2017: -$38,7542017Revenue 2018: $17,820Expenses 2018: $23,954Net Income 2018: -$6,1342018

Highlighted filing

2018

Revenue$17,820
Expenses$23,954
Net Income-$6,134
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$1
Liabilities
$55,122
Net assets
-
Revenue
$17,820
Expenses
$23,954
Net income
-$6,134
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Summary only. Only limited summary data is available for this year.$0.00$0.55$0.18$0.24$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.49$0.48$0.72$1.11$0.39
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.19$0.09$0.44$0.53$0.09
Latest Detailed Filing

The latest 2018 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 28, 2018
Return Version
2017v2.2
Gross Receipts
$71,770
Mission and Program Overview

Mission

Promotes academics, leadership, charity and athletics

Program Services

DescriptionGrantsExpenses
Promotes academics, leadership, charity and athletics$82,897-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris ZubiaPresident & CEO-$0--
Cassandra ZappaterrenoDirector-$0--
Christine SplichalDirector-$0--
Barbara EdmonsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
CZ Foundation Inc
EIN
81-1411248
Phone
6264034410
Address
1613 Chelsea Rd, San Marino, CA 91108

Signing Officer

Name
Chris Zubia
Title
CEO
Signed
2018-08-28
Discuss with paid preparer
Yes

Preparer

Firm
Henson and Company CPAs Inc
Address
2045 Huntington Drive Suite B, South Pasadena, CA 91030
Preparer
Stephen Henson CPA
Phone
6264034410
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $24334”

Other Expenses.1002

“Office Expenses $16480”

Other Expenses.1005

“Travel $19402”

Other Expenses.1012

“Insurance $7363”

Other Expenses.1

“Auto expenses $11234”

Other Expenses.2

“Sponsorship fees $7569”

Other Expenses.3

“Auto expenses $6213”

Other Expenses.4

“NFLPA $4000”

Other Expenses.5

“Education $2600”

Other Expenses.6

“Services $2142”

Other Expenses.7

“Fees $1074”

Other Expenses.8

“Telephone $1013”

Other Expenses.9

“Other $281”

Other Expenses.10

“Internet $260”

Other Expenses.11

“Parking $51”

Other Expenses.12

“License and Permits $45”

Other Expenses.13

“Taxes $10”

Other Expenses.14

“Dues and Subscriptions $4”

Total Liabilities.1

“Credit cards - Beginning $18861 Credit cards - Ending $48988”

Raw XML Appendix171 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Cassandra Zappaterreno
IRS990EZ/BooksInCareOfDetail/PhoneNum06264034410
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01613 Chealsea Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Marino
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt09447
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0820
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt071770
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-38754
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt09447
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0820
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt071770
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-9414
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-48168
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-9414
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-48168
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chris Zubia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cassandra Zappaterreno
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Christine Splichal
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Barbara Edmonson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0104075
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promotes academics, leadership, charity and athletics
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promotes academics, leadership, charity and athletics
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt082897
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt05899
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt018861
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt048988
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110524
IRS990EZ/TotalProgramServiceExpensesAmt082897
IRS990EZ/TotalRevenueAmt071770
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt071770
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0115721
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0115721
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt071770
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt043951
IRS990ScheduleA/Total509Grp/TotalAmt0115721
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt071770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt043951
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0115721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $24334
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $16480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $19402
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $7363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Auto expenses $11234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Sponsorship fees $7569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Auto expenses $6213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NFLPA $4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Education $2600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Services $2142
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Fees $1074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Telephone $1013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Other $281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Internet $260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Parking $51
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15License and Permits $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Taxes $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Dues and Subscriptions $4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Credit cards - Beginning $18861 Credit cards - Ending $48988
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Zubia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CZ Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CZFO
ReturnHeader/Filer/EIN0811411248
ReturnHeader/Filer/PhoneNum06264034410
ReturnHeader/Filer/USAddress/AddressLine1Txt01613 Chelsea Rd
ReturnHeader/Filer/USAddress/CityNm0San Marino
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954588057
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Henson and Company CPAs Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02045 Huntington Drive Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091030
ReturnHeader/PreparerPersonGrp/PhoneNum06264034410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen Henson CPA
ReturnHeader/ReturnTs02018-08-28T13:16:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.