Civic Intelligence

Zenerosity

990EZ • Fiscal year 2023 • EIN 82-1867348

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 09, 2024

PO Box 30251Walnut Creek, CA 94598

(510) 353-3602

Siviq Scores

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

Liabilities / Assets

87th percentile

0.43x

Higher debt load relative to assets than 87% of similar nonprofits.

2023 filings • NTEE P20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.06x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • NTEE P20 • <$500k nonprofits • Source year 2023

Net Margin

27th percentile

-5.9%

Higher net margin than 27% of similar nonprofits.

2023 filings • NTEE P20 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2023 filings • NTEE P20 • <$500k nonprofits • Source year 2023

Asset Growth

68th percentile

18%

Faster asset growth than 68% of similar nonprofits.

2023 filings • NTEE P20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

5.2%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • NTEE P20 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$25,503

Up $3,826 (+18%) from 2022

Net Assets

Down

$14,518

Down $2,975 (-17%) from 2022

Liabilities

Up

$10,985

Up $6,801 (+163%) from 2022

Revenue

Up

$181,217

Up $9,007 (+5.2%) from 2022

Expenses

Up

$191,928

Up $21,662 (+13%) from 2022

Net Income

Down

-$10,711

Down $12,655 (-651%) from 2022

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2022: $21,677Liabilities 2022: $4,184Net Assets 2022: $17,4932022Assets 2023: $25,503Liabilities 2023: $10,985Net Assets 2023: $14,5182023Assets 2024: $28,589Liabilities 2024: $15,551Net Assets 2024: $13,0382024

Highlighted filing

2023

Assets$25,503
Liabilities$10,985
Net Assets$14,518

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2022: $172,210Expenses 2022: $170,266Net Income 2022: $1,9442022Revenue 2023: $181,217Expenses 2023: $191,928Net Income 2023: -$10,7112023Revenue 2024: $210,498Expenses 2024: $213,163Net Income 2024: -$2,6652024

Highlighted filing

2023

Revenue$181,217
Expenses$191,928
Net Income-$10,711
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 9, 2024
Return Version
2023v5.1
Gross Receipts
$181,217
Mission and Program Overview

Mission

To provide affordable and innovative mental health therapy.

Program Services

DescriptionGrantsExpenses
EQUINE THERAPY, WORKSHOPS, AND CAMPS-$191,499
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNDI LUKKPresidentPT$0--
RACHEL REZOTreasurer-$0--
JESSICA CLEESESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Zenerosity
EIN
82-1867348
Phone
5103533602
Address
PO BOX 30251, WALNUT CREEK, CA 94598

Signing Officer

Name
Cyndi Lukk
Title
President
Phone
5103533602
Signed
2024-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Despain & Carlton Tax Services
Address
405 BOULDER CT SUITE 400, PLEASANTON, CA 94566
Preparer
Jeffrey M Carlton
Phone
9254690200
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Travel 7,094

Form 990-EZ, Part I, Line 16, Other Expenses

Interest 1,874

Form 990-EZ, Part I, Line 16, Other Expenses

Supplies 7,767

Form 990-EZ, Part I, Line 16, Other Expenses

Telephone 3,937

Form 990-EZ, Part I, Line 16, Other Expenses

Horse food, equine supplements bodywork 26,031

Form 990-EZ, Part I, Line 16, Other Expenses

Bank and payment processing fees 2,312

Form 990-EZ, Part I, Line 16, Other Expenses

REGISTRATIONS 1,013

Form 990-EZ, Part I, Line 16, Other Expenses

WEBSITE 432

Form 990-EZ, Part I, Line 16, Other Expenses

INSURANCE 3,971

Form 990-EZ, Part I, Line 16, Other Expenses

TAXES 173

Form 990-EZ, Part I, Line 16, Other Expenses

Training and education 357

Form 990-EZ, Part I, Line 16, Other Expenses

Veterinary services 6,022

Form 990-EZ, Part I, Line 20, Net Assets

Opening balance equity 4,958

Form 990-EZ, Part I, Line 20, Net Assets

Unrestricted net assets 2,762

Form 990-EZ, Part I, Line 20, Net Assets

UNCATEGORIZED ASSET 16

Form 990-EZ, Part II, Line 24, Other Assets

ACCOUNTS RECEIVABLE Beginning of year 1,695, End of year 4,760

Form 990-EZ, Part II, Line 24, Other Assets

FURNITURE EQUIPMENT Beginning of year 855, End of year 855

Form 990-EZ, Part II, Line 24, Other Assets

UNDEPOSITED FUNDS Beginning of year 7,578, End of year 2,228

Form 990-EZ, Part II, Line 24, Other Assets

HORSE Beginning of year 3,000, End of year 6,000

Form 990-EZ, Part II, Line 24, Other Assets

PREPAID ACCOUNTS PAYABLE Beginning of year 0, End of year 550

Form 990-EZ, Part II, Line 24, Other Assets

PREPAID HORSE MEDICAL CARE Beginning of year 0, End of year 4,170

Form 990-EZ, Part II, Line 26, Liabilities

UNCATEGORIZED ASSET Beginning of year 0, End of year 16

Form 990-EZ, Part II, Line 26, Liabilities

CREDIT CARD Beginning of year 4,184, End of year 10,969

Raw XML Appendix180 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/PhoneNum09253817959
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MARTINEZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094553
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08549
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IRS990EZ/ContributionsGiftsGrantsEtcAmt021107
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017493
IRS990EZ/NetAssetsOrFundBalancesEOYAmt014518
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017493
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt014518
IRS990EZ/OccupancyRentUtltsAndMaintAmt073456
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0015.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CYNDI LUKK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RACHEL REZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA CLEESE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt013128
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018563
IRS990EZ/OtherChangesInNetAssetsAmt07736
IRS990EZ/OtherExpensesTotalAmt060983
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide affordable and innovative mental health therapy.
IRS990EZ/PrintingPublicationsPostageAmt05331
IRS990EZ/ProgramServiceRevenueAmt0160110
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EQUINE THERAPY, WORKSHOPS, AND CAMPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0191499
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01550
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04184
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010985
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0191928
IRS990EZ/TotalProgramServiceExpensesAmt0191499
IRS990EZ/TotalRevenueAmt0181217
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0Zenerosity.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0181217
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0172209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0109058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt038089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0559743
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99520
IRS990ScheduleA/PublicSupportTotal170Amt0559743
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0181217
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0172209
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0109058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038089
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0559743
IRS990ScheduleA/TotalSupportAmt0559743
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Travel 7,094
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Interest 1,874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Supplies 7,767
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Telephone 3,937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HORSE FOOD, EQUINE SUPPLEMENTS BODYWORK 26,031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK AND PAYMENT PROCESSING FEES 2,312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6REGISTRATIONS 1,013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEBSITE 432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INSURANCE 3,971
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TAXES 173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10TRAINING AND EDUCATION 357
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11VETERINARY SERVICES 6,022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12OPENING BALANCE EQUITY 4,958
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13UNRESTRICTED NET ASSETS 2,762
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14UNCATEGORIZED ASSET 16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACCOUNTS RECEIVABLE Beginning of year 1,695, End of year 4,760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16FURNITURE EQUIPMENT Beginning of year 855, End of year 855
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17UNDEPOSITED FUNDS Beginning of year 7,578, End of year 2,228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18HORSE Beginning of year 3,000, End of year 6,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19PREPAID ACCOUNTS PAYABLE Beginning of year 0, End of year 550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20PREPAID HORSE MEDICAL CARE Beginning of year 0, End of year 4,170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21UNCATEGORIZED ASSET Beginning of year 0, End of year 16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22CREDIT CARD Beginning of year 4,184, End of year 10,969
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part I, Line 20, Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYNDI LUKK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05103533602
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZENEROSITY
ReturnHeader/Filer/BusinessNameControlTxt0ZENE
ReturnHeader/Filer/EIN0821867348
ReturnHeader/Filer/PhoneNum05103533602
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 30251
ReturnHeader/Filer/USAddress/CityNm0WALNUT CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094598
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0050573529
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DESPAIN & CARLTON TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0405 BOULDER CT SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094566
ReturnHeader/PreparerPersonGrp/PhoneNum09254690200
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey M Carlton
ReturnHeader/ReturnTs02024-08-13T01:25:14-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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