Civic Intelligence

Zotec Foundation Inc.

990PF • Fiscal year 2023 • EIN 83-3061527

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
One Zotec WayCarmel, IN 46032

(317) 705-5050

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

60th percentile

0.00x

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

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

Net Margin

31st percentile

-8.6%

Higher net margin than 31% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

4th percentile

-90%

Faster asset growth than 4% of similar nonprofits.

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

Revenue Growth

77th percentile

39%

Faster revenue growth than 77% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$3,600

Down $32,500 (-90%) from 2022

Net Assets

Down

$3,600

Down $32,500 (-90%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin31st percentile

Revenue

Up

$380,000

Up $106,405 (+39%) from 2022

Expenses

Up

$412,500

Up $74,230 (+22%) from 2022

Net Income

Up

-$32,500

Up $32,175 (+50%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$150K$100K$50K$0Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $985Liabilities 2020: $0Net Assets 2020: $9852020Assets 2021: $100,775Liabilities 2021: $0Net Assets 2021: $100,7752021Assets 2022: $36,100Liabilities 2022: $0Net Assets 2022: $36,1002022Assets 2023: $3,600Liabilities 2023: $0Net Assets 2023: $3,6002023Assets 2024: $14,806Liabilities 2024: $0Net Assets 2024: $14,8062024

Highlighted filing

2023

Assets$3,600
Liabilities$0
Net Assets$3,600
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $190,000Expenses 2020: $189,015Net Income 2020: $9852020Revenue 2021: $1,280,000Expenses 2021: $1,180,210Net Income 2021: $99,7902021Revenue 2022: $273,595Expenses 2022: $338,270Net Income 2022: -$64,6752022Revenue 2023: $380,000Expenses 2023: $412,500Net Income 2023: -$32,5002023Revenue 2024: $232,000Expenses 2024: $220,794Net Income 2024: $11,2062024

Highlighted filing

2023

Revenue$380,000
Expenses$412,500
Net Income-$32,500
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
T SCOTT LAWDirector And President-$0--
T SCOTT LAW JRDirector-$0--
CORY LAWDirector-$0--
LOU HOLTZDirector-$0--
AIMEE HARVEYDirector-$0--
DEAN BURGERDirector-$0--
MARK ISENBERGDirector-$0--
JOEY CAVANAUGHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Zotec Foundation Inc
EIN
83-3061527
Phone
3177055050
Address
ONE ZOTEC WAY, CARMEL, IN 46032

Signing Officer

Name
Dean Burger
Title
CFO
Phone
3177055050
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
111 MONUMENT CIRCLE STE 4000, INDIANAPOLIS, IN 46204
Preparer
Jennifer D Rhoderick
Phone
3176817000
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EMPLOYEE CHARITABLE MATCH PROGRAM THROUGH BENEVITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2STUART SHERMAN PROFESSORSHIP ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FOR GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN ONLINE GIVING FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOSTER SUCCESS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2INDIANA SPORTS CORP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt040 EAST MAIN STREET SUITE 887
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1546 E 17TH ST SUITE 206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2115 W WASHINGTON ST STE 1400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 3055
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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/AppliedToCurrentYearAmt0634
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0634
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01178700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0187823
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02115360
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0411866
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0336971
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01178700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0187823
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0412500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0411866
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02115360
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01703494
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ZOTEC PARTNERS LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0ONE ZOTEC WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CARMEL
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd046032
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0380000
IRS990ScheduleB/GeneralRuleInd0X
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OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt00
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OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/ConsiderationFMVAmt00
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0SUBSTANTIAL CONTRIBUTOR/DISQUALIFIED PERSON
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00.000000000000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LenderConsiderationDesc0N/A
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanOriginalAmt036000
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0ERRONEUS TRANSFER TO ZOTEC PARTNERS, LLC
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0N/A
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/SecurityProvidedBorrowerTxt0N/A
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN BURGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03177055050
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZOTEC FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ZOTE
ReturnHeader/Filer/EIN0833061527
ReturnHeader/Filer/PhoneNum03177055050
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE ZOTEC WAY
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE STE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03176817000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER D RHODERICK
ReturnHeader/ReturnTs02024-05-14T06:57:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BURGER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,600
Liabilities
$0
Net assets
$3,600
Revenue
$380,000
Expenses
$412,500
Net income
-$32,500
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.23$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.38$0.41$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.27$0.34$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$1.28$1.18$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.19$0.19$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00