Civic Intelligence

Cz Foundation Inc.

990EZ • Fiscal year 2016 • EIN 81-1411248

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 13, 2017

Organization ProfileN/A
1613 Chelsea RdSan Marino, CA 91108

(626) 403-4410

Siviq Scores

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

Liabilities / Assets

97th percentile

2.00x

Higher debt load relative to assets than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

0.43x

Higher debt load relative to revenue than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets97th percentile

Assets

$9,447

No earlier filing loaded for comparison.

Net Assets

-$9,414

No earlier filing loaded for comparison.

Liabilities

$18,861

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin15th percentile

Revenue

$43,951

No earlier filing loaded for comparison.

Expenses

$53,365

No earlier filing loaded for comparison.

Net Income

-$9,414

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$9,447
Liabilities$18,861
Net Assets-$9,414
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$43,951
Expenses$53,365
Net Income-$9,414
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 13, 2017
Return Version
2016v3.0
Gross Receipts
$43,951
Mission and Program Overview

Mission

Promotes academics, leadership, charity and athletics

Program Services

DescriptionGrantsExpenses
Promotes academics, leadership, charity and athletics--
Compensation and Service Providers
Top Officer Pay75th 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
2017-07-13
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 $18101”

Other Expenses.1002

“Office Expenses $12583”

Other Expenses.1005

“Travel $4712”

Other Expenses.1008

“Interest $3”

Other Expenses.1

“Auto expenses $5863”

Other Expenses.2

“Auto expenses $3744”

Other Expenses.3

“License and Permits $3188”

Other Expenses.4

“Telephone $777”

Other Expenses.5

“Sponsorship fees $600”

Other Expenses.6

“Education $420”

Other Expenses.7

“Services $326”

Other Expenses.8

“Utilities $223”

Other Expenses.9

“Parking $52”

Total Liabilities.1

“Credit cards - Beginning $0 Credit cards - Ending $18861”

Raw XML Appendix152 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06264034410
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Marino
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091108
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09447
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IRS990EZ/ContributionsGiftsGrantsEtcAmt043951
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IRS990EZ/ExcessOrDeficitForYearAmt0-9414
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-9414
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/OtherExpensesTotalAmt050592
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promotes academics, leadership, charity and athletics
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promotes academics, leadership, charity and athletics
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02773
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt018861
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053365
IRS990EZ/TotalRevenueAmt043951
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt043951
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043951
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/PublicSupportTotal509Amt043951
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043951
IRS990ScheduleA/Total509Grp/TotalAmt043951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043951
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt043951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $18101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $12583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $4712
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Interest $3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Auto expenses $5863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Auto expenses $3744
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6License and Permits $3188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Telephone $777
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Sponsorship fees $600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Education $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Services $326
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Utilities $223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Parking $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Credit cards - Beginning $0 Credit cards - Ending $18861
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1008
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/FormAndLineReferenceDesc13Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Chris Zubia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-13
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/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/ReturnTs02017-07-13T10:06:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,447
Liabilities
$18,861
Net assets
-$9,414
Revenue
$43,951
Expenses
$53,365
Net income
-$9,414
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