Civic Intelligence

Heguang Zen Retreat Center

EIN 92-0281490 • 501(c)3 • Watsonville, CA

Profile

Please see attached statement

394 Summit RdWatsonville, CA 95076

heguangintlzencenter.org

Siviq Scores

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

Liabilities / Assets

96th percentile

1.95x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

5.65x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-130%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

99th percentile

1091%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

-2.6%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$290,838

Up $266,414 (+1091%) from 2023

Liabilities

Up

$565,718

Up $396,955 (+235%) from 2023

Net Assets

Down

-$274,880

Down $130,541 (-90%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin8th percentile

Revenue

Down

$100,180

Down $2,650 (-2.6%) from 2023

Expenses

Down

$230,721

Down $27,590 (-11%) from 2023

Net Income

Up

-$130,541

Up $24,940 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$1.0M$500K$0-$500KAssets 2022: $11,142Liabilities 2022: $0Net Assets 2022: $11,1422022Assets 2023: $24,424Liabilities 2023: $168,763Net Assets 2023: -$144,3392023Assets 2024: $290,838Liabilities 2024: $565,718Net Assets 2024: -$274,8802024

Highlighted filing

2024

Assets$290,838
Liabilities$565,718
Net Assets-$274,880
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

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

$400K$200K$0-$200KRevenue 2022: $59,000Expenses 2022: $47,858Net Income 2022: $11,1422022Revenue 2023: $102,830Expenses 2023: $258,311Net Income 2023: -$155,4812023Revenue 2024: $100,180Expenses 2024: $230,721Net Income 2024: -$130,5412024

Highlighted filing

2024

Revenue$100,180
Expenses$230,721
Net Income-$130,541
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$290,838
Liabilities
$565,718
Net assets
-$274,880
Revenue
$100,180
Expenses
$230,721
Net income
-$130,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.91$5.66$2.75$1.00$2.31$1.31
2023Detailed filing. Detailed filing data is available for this year.$0.24$1.69$1.44$1.03$2.58$1.55
2022Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.59$0.48$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Gross Receipts
$100,180
Mission and Program Overview

Mission

Please see attached statement

Program Services

DescriptionGrantsExpenses
Zen Retreat Program$98,780$29,309
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
XIAOMEI ZHANGChief Executive OfficerFT$0--
RICHARD CHENSecretaryPT$0--
RICHARD CHENChief Financial OfficerPT$0--
Filing and Contact Details

Filer

Filer Name
Heguang Zen Retreat Center
EIN
92-0281490
In Care Of
% Xiaomei Zhang
Address
394 Summit Rd, Watsonville, CA 95076

Signing Officer

Name
Xiaomei Zhang
Title
Secretary
Phone
5108926169
Signed
2025-05-09
Discuss with paid preparer
No

Preparer

Firm
Zen Associates
Address
1149 CHERRY ST, San Carlos, CA 94070
Preparer
Helene Zheng Ea
Phone
4082863200
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountPROPERTY TAX 20,889TRAVEL 15,000PROGRAM EXPENSE 29,309GIFT/DONOR RECOGNITION 60,000”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearLoan from the officer 168,763 565,718”

Part III response or note to any other line in Part III

“Line 1: Organizations Primary Exempt Purpose: The organizations mission is a teaching and retreat center available for retreats, seminars, and classes to the community of Zen practitioners, as well as individuals and groups of diverse backgrounds.”

Raw XML Appendix149 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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IRS990EZ/BooksInCareOfDetail/PersonNm0Xiaomei Zhang
IRS990EZ/BooksInCareOfDetail/PhoneNum05108926169
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0394 Summit Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Watsonville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095076
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024424
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014264
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100180
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-130541
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0320
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024424
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0290838
IRS990EZ/GrossReceiptsAmt0100180
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt0276574
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-144339
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-274880
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-144339
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-274880
IRS990EZ/OccupancyRentUtltsAndMaintAmt082545
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0XIAOMEI ZHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICHARD CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chief Executive Officer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chief Financial Officer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0125198
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PLEASE SEE ATTACHED STATEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Zen Retreat Program
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt098780
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029309
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022658
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0168763
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0565718
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0230721
IRS990EZ/TotalProgramServiceExpensesAmt029309
IRS990EZ/TotalRevenueAmt0100180
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0NONPROFIT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0heguangintlzencenter.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0100180
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt068930
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt052400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0221510
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt033900
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt06600
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt040500
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0262010
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0100180
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0100180
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0262010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountPROPERTY TAX 20,889TRAVEL 15,000PROGRAM EXPENSE 29,309GIFT/DONOR RECOGNITION 60,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearLoan from the officer 168,763 565,718
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Line 1: Organizations Primary Exempt Purpose: The organizations mission is a teaching and retreat center available for retreats, seminars, and classes to the community of Zen practitioners, as well as individuals and groups of diverse backgrounds.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part III response or note to any other line in Part III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0XIAOMEI ZHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05108926169
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEGUANG ZEN RETREAT CENTER
ReturnHeader/Filer/BusinessNameControlTxt0HEGU
ReturnHeader/Filer/EIN0920281490
ReturnHeader/Filer/InCareOfNm0% Xiaomei Zhang
ReturnHeader/Filer/USAddress/AddressLine1Txt0394 Summit Rd
ReturnHeader/Filer/USAddress/CityNm0Watsonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095076
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861753547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZEN ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01149 CHERRY ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Carlos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094070
ReturnHeader/PreparerPersonGrp/PhoneNum04082863200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HELENE ZHENG EA
ReturnHeader/ReturnTs02025-06-24T16:58:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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