Civic Intelligence

Harold and Libby Ziff Foundation

990PF • Fiscal year 2023 • EIN 95-2383366

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

Organization Profile
1925 Palomar Oaks Way Suite 210Carlsbad, CA 92008

(760) 929-5959

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

6.6%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,644,233

Up $359,778 (+16%) from 2022

Net Assets

Up

$2,644,233

Up $359,778 (+16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin84th percentile

Revenue

Up

$252,725

Up $15,549 (+6.6%) from 2022

Expenses

Down

$154,701

Down $134,351 (-46%) from 2022

Net Income

Up

$98,024

Up $149,900 (+289%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,483,956Liabilities 2010: $0Net Assets 2010: $3,483,9562010Assets 2011: $3,112,943Liabilities 2011: $0Net Assets 2011: $3,112,9432011Assets 2012: $3,108,945Liabilities 2012: $0Net Assets 2012: $3,108,9452012Assets 2013: $3,154,241Liabilities 2013: $0Net Assets 2013: $3,154,2412013Assets 2014: $3,155,161Liabilities 2014: $0Net Assets 2014: $3,155,1612014Assets 2015: $2,888,609Liabilities 2015: $0Net Assets 2015: $2,888,6092015Assets 2016: $2,902,007Liabilities 2016: $0Net Assets 2016: $2,902,0072016Assets 2017: $3,069,476Liabilities 2017: $0Net Assets 2017: $3,069,4762017Assets 2018: $2,819,795Liabilities 2018: $0Net Assets 2018: $2,819,7952018Assets 2019: $2,987,313Liabilities 2019: $0Net Assets 2019: $2,987,3132019Assets 2020: $2,814,725Liabilities 2020: $0Net Assets 2020: $2,814,7252020Assets 2021: $2,838,211Liabilities 2021: $0Net Assets 2021: $2,838,2122021Assets 2022: $2,284,455Liabilities 2022: $0Net Assets 2022: $2,284,4552022Assets 2023: $2,644,233Liabilities 2023: $0Net Assets 2023: $2,644,2332023Assets 2024: $2,967,650Liabilities 2024: $0Net Assets 2024: $2,967,6502024

Highlighted filing

2023

Assets$2,644,233
Liabilities$0
Net Assets$2,644,233
Open 2023 Filing

Operations Trend

Revenue Growth50th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $238,2902010Expenses 2011: $459,7932011Expenses 2012: $193,2442012Revenue 2013: $335,318Expenses 2013: $316,837Net Income 2013: $18,4812013Revenue 2014: $171,833Expenses 2014: $220,026Net Income 2014: -$48,1932014Revenue 2015: $92,783Expenses 2015: $213,807Net Income 2015: -$121,0242015Revenue 2016: $156,957Expenses 2016: $224,238Net Income 2016: -$67,2812016Revenue 2017: $176,683Expenses 2017: $270,591Net Income 2017: -$93,9082017Revenue 2018: $161,046Expenses 2018: $179,991Net Income 2018: -$18,9452018Revenue 2019: $213,356Expenses 2019: $359,468Net Income 2019: -$146,1122019Revenue 2020: $308,281Expenses 2020: $625,886Net Income 2020: -$317,6052020Revenue 2021: $289,222Expenses 2021: $415,108Net Income 2021: -$125,8862021Revenue 2022: $237,176Expenses 2022: $289,052Net Income 2022: -$51,8762022Revenue 2023: $252,725Expenses 2023: $154,701Net Income 2023: $98,0242023Revenue 2024: $220,528Expenses 2024: $106,177Net Income 2024: $114,3512024

Highlighted filing

2023

Revenue$252,725
Expenses$154,701
Net Income$98,024
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lela Z SarnatDirectorPT$0--
Emma SarnatDirector-$0--
Filing and Contact Details

Filer

Filer Name
Harold & Libby Ziff Foundation
EIN
95-2383366
In Care Of
% WITHUMSMITHBROWN PC
Phone
7609295959
Address
1925 Palomar Oaks Way Suite 210, Carlsbad, CA 92008

Signing Officer

Name
Lela Sarnat
Title
President
Phone
7609295959
Signed
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard Ruvelson
Phone
3012726000
Raw XML Appendix328 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lela Z Sarnat
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Emma Sarnat
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0198 Degas Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1198 Degas Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Portolla Valley
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0800 Foster City Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1545 Fifth Avenue Suite 920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2150 West 30th Street Suite 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3131 Steuart Street Suite 205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43921 Fabian Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5565 Mayfield Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOx 4224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Foster City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Palo Alto
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Stanford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6New York
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0119550
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0119550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0145726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0253942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0473852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0192036
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023265
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023265
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01086415
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0145726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0253942
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0473852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0192036
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0140409
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020859
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01109680
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01088821
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt075
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt075
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Ridgetop Energy LLC Royalties
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Voyager Wind Royalties
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt064886
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1124850
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt064886
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1124850
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0261754
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENT
TaxesSchedule/TaxesDetail/Amt08357
TaxesSchedule/TaxesDetail/Amt12500
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08357
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LELA SARNAT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07609295959
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Harold & Libby Ziff Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HARO
ReturnHeader/Filer/EIN0952383366
ReturnHeader/Filer/InCareOfNm0% WITHUMSMITHBROWN PC
ReturnHeader/Filer/PhoneNum07609295959
ReturnHeader/Filer/USAddress/AddressLine1Txt01925 Palomar Oaks Way Suite 210
ReturnHeader/Filer/USAddress/CityNm0Carlsbad
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 EAST WEST HWY 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208143423
ReturnHeader/PreparerPersonGrp/PhoneNum03012726000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RUVELSON
ReturnHeader/ReturnTs02024-11-14T09:13:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,644,233
Liabilities
$0
Net assets
$2,644,233
Revenue
$252,725
Expenses
$154,701
Net income
$98,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.22$0.11$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.25$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.24$0.29$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.29$0.42$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.31$0.63$0.32
2019Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.21$0.36$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.16$0.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.18$0.27$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.16$0.22$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.09$0.21$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.17$0.22$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.34$0.32$0.02
2012Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.19
2011Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.46
2010Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.24