Jacquelyn And Gregory Zehner Foundation
Jacquelyn And Gregory Zehner Foundation maintains strong assets and zero officer compensation.
EIN: 133971019 · Park City, UT · NTEE: T20Z · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $5.7M |
| Total Expenses | $1.3M |
| Program Spending | 90% |
| Net Assets | $14.7M |
| Transparency Score | 90/100 |
Is Jacquelyn And Gregory Zehner Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jacquelyn And Gregory Zehner Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jacquelyn And Gregory Zehner Foundation
Jacquelyn And Gregory Zehner Foundation (EIN: 133971019) is a nonprofit organization based in Park City, UT, classified under NTEE code T20Z. The organization reported total revenue of $5.7M and total assets of $15.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jacquelyn And Gregory Zehner Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jacquelyn And Gregory Zehner Foundation is a mid-size nonprofit that has been operating for 28 years, with 11 years of IRS 990 filings on record (2011–2024). Revenue has grown at a compound annual rate of 4.4%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.7M |
| Total Expenses | $1.3M |
| Surplus / Deficit | +$1.4M |
| Total Assets | $14.7M |
| Total Liabilities | $1 |
| Net Assets | $14.7M |
| Operating Margin | 51.9% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 136.4 months |
Financial Health Grade: A
In 2024, Jacquelyn And Gregory Zehner Foundation reported a surplus of $1.4M with revenue exceeding expenses, holds 136.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 11 years of filings (2011–2024), Jacquelyn And Gregory Zehner Foundation's revenue has grown at a compound annual growth rate (CAGR) of 4.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +469.0% | +-0.0% | +10.5% |
| 2023 | -68.8% | +2.2% | -5.8% |
| 2022 | -29.5% | +46.6% | +1.8% |
| 2021 | +83.8% | +43.5% | +10.2% |
| 2020 | +42.2% | -36.0% | +3.8% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 1998 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Jacquelyn And Gregory Zehner Foundation with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Jacquelyn And Gregory Zehner Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $1.4M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the foundation's officers are either unpaid or compensated through mechanisms not categorized as officer compensation on the 990, which is highly favorable for resource allocation.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Jacquelyn And Gregory Zehner Foundation's IRS 990 filings:
- Lack of detailed expense breakdown (program, admin, fundraising) in provided data
- Consistent reporting of $1 in liabilities across multiple years, which is unusual and might warrant further clarification on accounting practices
Strengths
The following positive indicators were identified for Jacquelyn And Gregory Zehner Foundation:
- Strong and growing asset base ($14,677,505 in 202407)
- Consistently minimal liabilities ($1 in 202407)
- 0% officer compensation reported across all filings, indicating high efficiency in leadership costs
- Positive net income in most recent filing ($2,684,225 revenue vs. $1,290,936 expenses in 202407)
- Consistent IRS 990 filing history (11 filings)
Frequently Asked Questions about Jacquelyn And Gregory Zehner Foundation
Is Jacquelyn And Gregory Zehner Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, Jacquelyn And Gregory Zehner Foundation (EIN: 133971019) some concerns. Mission Score: 90/100. 2 red flags identified, 5 strengths noted.
How does Jacquelyn And Gregory Zehner Foundation spend its money?
Jacquelyn And Gregory Zehner Foundation directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Jacquelyn And Gregory Zehner Foundation tax-deductible?
Jacquelyn And Gregory Zehner Foundation is registered as a tax-exempt nonprofit (EIN: 133971019). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Jacquelyn And Gregory Zehner Foundation compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Jacquelyn And Gregory Zehner Foundation is above average for NTEE category T20Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Jacquelyn And Gregory Zehner Foundation located?
Jacquelyn And Gregory Zehner Foundation is headquartered in Park City, Utah and files with the IRS under EIN 133971019. It is classified under NTEE code T20Z.
How many years of IRS 990 filings does Jacquelyn And Gregory Zehner Foundation have?
Jacquelyn And Gregory Zehner Foundation has 11 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $5.7M in total revenue.
Is the Jacquelyn And Gregory Zehner Foundation a good charity?
Based on the provided financial data, the foundation appears to be a well-managed entity with strong assets ($14,677,505 in 202407), minimal liabilities ($1 in 202407), and a consistent record of zero officer compensation. These factors suggest a high degree of financial efficiency and a strong commitment to its mission, making it appear to be a good charity from a financial health perspective.
How does the foundation manage its liabilities?
The foundation consistently reports extremely low liabilities, often $1 across multiple years, and occasionally $0 or $50,000 in earlier filings. This indicates very strong financial management with minimal debt burden.
What is the trend in the foundation's revenue and expenses?
Revenue has fluctuated but generally shows growth, with the latest filing (202407) reporting $2,684,225, a significant increase from previous years. Expenses have remained relatively stable, ranging from approximately $600,000 to $1.3 million annually, indicating controlled spending relative to its asset base.
Filing History
IRS 990 filing history for Jacquelyn And Gregory Zehner Foundation showing financial trends over 11 years of public records:
Over 11 years of IRS 990 filings (2011–2024), Jacquelyn And Gregory Zehner Foundation's revenue has grown by 75.8%, moving from $1.5M to $2.7M. Total assets increased by 6.5% over the same period, from $13.8M to $14.7M. Total functional expenses rose by 60.2%, from $806K to $1.3M. In its most recent filing year (2024), Jacquelyn And Gregory Zehner Foundation reported a surplus of $1.4M, with revenue exceeding expenses. The organization holds $1 in liabilities against $14.7M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $14.7M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $2.7M | $1.3M | $14.7M | $1 | — | View 990 |
| 2023 | $472K | $1.3M | $13.3M | $1 | — | View 990 |
| 2022 | $1.5M | $1.3M | $14.1M | $1 | — | View 990 |
| 2021 | $2.1M | $862K | $13.9M | $1 | — | — |
| 2020 | $1.2M | $601K | $12.6M | $1 | — | — |
| 2019 | $821K | $939K | $12.1M | $1 | — | — |
| 2015 | $691K | $759K | $12.2M | $0 | — | View 990 |
| 2014 | $346K | $866K | $12.3M | $0 | — | View 990 |
| 2013 | $713K | $820K | $12.9M | $50K | — | View 990 |
| 2012 | $-26,864 | $792K | $12.9M | $0 | — | View 990 |
| 2011 | $1.5M | $806K | $13.8M | $18K | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $2.7M, expenses of $1.3M, and assets of $14.7M (revenue +469.0% year-over-year).
- 2023: Revenue of $472K, expenses of $1.3M, and assets of $13.3M (revenue -68.8% year-over-year).
- 2022: Revenue of $1.5M, expenses of $1.3M, and assets of $14.1M (revenue -29.5% year-over-year).
- 2021: Revenue of $2.1M, expenses of $862K, and assets of $13.9M (revenue +83.8% year-over-year).
- 2020: Revenue of $1.2M, expenses of $601K, and assets of $12.6M (revenue +42.2% year-over-year).
- 2019: Revenue of $821K, expenses of $939K, and assets of $12.1M (revenue +18.9% year-over-year).
- 2015: Revenue of $691K, expenses of $759K, and assets of $12.2M (revenue +99.6% year-over-year).
- 2014: Revenue of $346K, expenses of $866K, and assets of $12.3M (revenue -51.5% year-over-year).
- 2013: Revenue of $713K, expenses of $820K, and assets of $12.9M.
- 2012: Revenue of $-26,864, expenses of $792K, and assets of $12.9M (revenue -101.8% year-over-year).
- 2011: Revenue of $1.5M, expenses of $806K, and assets of $13.8M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jacquelyn And Gregory Zehner Foundation:
Data Sources and Methodology
This transparency report for Jacquelyn And Gregory Zehner Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.