Civic Intelligence

Paul Foundation Inc.

990PF • Fiscal year 2023 • EIN 06-1387521

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization Profile
C/O K Leeker One Champlin SquareEssex, CT 06426

(860) 767-5081

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

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

36th percentile

-2.2%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,645,158

Up $122,059 (+3.5%) from 2022

Net Assets

Up

$3,645,158

Up $122,059 (+3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin84th percentile

Revenue

Down

$313,736

Down $7,093 (-2.2%) from 2022

Expenses

Down

$191,677

Down $15,405 (-7.4%) from 2022

Net Income

Up

$122,059

Up $8,312 (+7.3%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,407,125Liabilities 2011: $150,0002011Assets 2012: $2,422,243Liabilities 2012: $02012Assets 2013: $2,667,570Liabilities 2013: $150,000Net Assets 2013: $2,517,5702013Assets 2014: $2,748,785Liabilities 2014: $0Net Assets 2014: $2,748,7852014Assets 2015: $2,805,676Liabilities 2015: $0Net Assets 2015: $2,805,6762015Assets 2016: $2,828,060Liabilities 2016: $0Net Assets 2016: $2,828,0602016Assets 2017: $2,918,205Liabilities 2017: $0Net Assets 2017: $2,918,2052017Assets 2018: $2,960,352Liabilities 2018: $0Net Assets 2018: $2,960,3522018Assets 2019: $3,170,674Liabilities 2019: $0Net Assets 2019: $3,170,6742019Assets 2020: $3,173,713Liabilities 2020: $0Net Assets 2020: $3,173,7132020Assets 2021: $3,409,352Liabilities 2021: $0Net Assets 2021: $3,409,3522021Assets 2022: $3,523,099Liabilities 2022: $0Net Assets 2022: $3,523,0992022Assets 2023: $3,645,158Liabilities 2023: $0Net Assets 2023: $3,645,1582023Assets 2024: $3,845,462Liabilities 2024: $0Net Assets 2024: $3,845,4622024

Highlighted filing

2023

Assets$3,645,158
Liabilities$0
Net Assets$3,645,158
Open 2023 Filing

Operations Trend

Revenue Growth36th percentile

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

$600K$400K$200K$0Revenue 2011: $141,677Expenses 2011: $29,643Net Income 2011: $112,0342011Revenue 2012: $230,649Expenses 2012: $65,531Net Income 2012: $165,1182012Revenue 2013: $139,242Expenses 2013: $43,915Net Income 2013: $95,3272013Revenue 2014: $260,820Expenses 2014: $29,605Net Income 2014: $231,2152014Revenue 2015: $92,205Expenses 2015: $35,314Net Income 2015: $56,8912015Revenue 2016: $56,516Expenses 2016: $34,132Net Income 2016: $22,3842016Revenue 2017: $119,779Expenses 2017: $29,634Net Income 2017: $90,1452017Revenue 2018: $83,267Expenses 2018: $41,120Net Income 2018: $42,1472018Revenue 2019: $339,659Expenses 2019: $129,337Net Income 2019: $210,3222019Revenue 2020: $140,492Expenses 2020: $137,453Net Income 2020: $3,0392020Revenue 2021: $435,483Expenses 2021: $199,844Net Income 2021: $235,6392021Revenue 2022: $320,829Expenses 2022: $207,082Net Income 2022: $113,7472022Revenue 2023: $313,736Expenses 2023: $191,677Net Income 2023: $122,0592023Revenue 2024: $413,255Expenses 2024: $212,951Net Income 2024: $200,3042024

Highlighted filing

2023

Revenue$313,736
Expenses$191,677
Net Income$122,059
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEOFFREY S PAULPres/DirectorPT$0--
GREGORY PAULSec/Director-$0--
KIMBERLEY LEEKERTreas/Director-$0--
Filing and Contact Details

Filer

Filer Name
Paul Foundation Inc
EIN
06-1387521
Phone
8607675081
Address
C/O K LEEKER ONE CHAMPLIN SQUARE, ESSEX, CT 06426

Signing Officer

Name
Geoffrey S Paul
Title
President
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
WollackLewitz LLC
Address
36 Elm Street, Old Saybrook, CT 06475
Preparer
Mark Matlosz CPA
Phone
8603884451
Raw XML Appendix357 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/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KIMBERLY LEEKER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08607675081
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0RESEARCH AND WRITING WITH NOTED MARITIME HISTORY AUTHOR TO DEVELOP A BOOK, PODCASTS AND OTHER EDUCATIONAL MEDIA CONCERNING THE HISTORY OF ESSEX, CT IN THE PACKET SHIP ERA.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0CONTRIBUTIONS ASSOCIATED WITH THE ACQUISITION, PRESERVATION AND EXHIBITION OF ARTWORK AND ARTIFACTS THAT FURTHER OUR EFFORTS TO PRESERVE THE HISTORY AND CULTURE OF ESSEX, CT AND THE SURROUNDING AREA.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0CONTRIBUTIONS TO LOCAL CHARITABLE ORGANIZATIONS THAT SHARE IN OUR EFFORTS TO PRESERVE THE HISTORY, CULTURE AND ARTIFACTS OF ESSEX, CT.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0ACQUIRE, PRESERVE, AND EXHIBIT ARTWORK AND ARTIFACTS THAT FURTHER OUR EFFORTS TO PRESERVE THE HISTORY AND CULTURE OF ESSEX, CT AND THE SURROUNDING AREA.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0161842
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt02100
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt05925
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt05620
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GEOFFREY S PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0159530
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PUBLICATION DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT OPERATIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT OPERATIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0STEVEN B UJIFUSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MARITIME MUSIC AND TRADITION SOCIET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2TOWN OF ESSEX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0PROGRAM RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04928 CEDAR AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt229 WEST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ESSEX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ESSEX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106426
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd206426
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0164880
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEOFFREY S PAUL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1GREGORY PAUL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0ONE CHAMPLAIN SQUARE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13260 HUTTON DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ESSEX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1BEVERLY HILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006426
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd190210
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0298050
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01802
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt1441120
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt261296
LandEtcSchedule2/LandEtcGrp/BookValueAmt0176053
LandEtcSchedule2/LandEtcGrp/BookValueAmt118046
LandEtcSchedule2/LandEtcGrp/BookValueAmt2277281
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt01802
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1617173
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt279342
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt3277281
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0805620
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1724480
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02880555
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0WORKS OF ART
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03113961
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03113961
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GENERAL & ADMINISTRATIVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03520
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ART RESEARCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ART TRANSPORT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03520
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0802
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEOFFREY S PAUL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0061387521
ReturnHeader/Filer/PhoneNum08607675081
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O K LEEKER ONE CHAMPLIN SQUARE
ReturnHeader/Filer/USAddress/CityNm0ESSEX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006426
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061533072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WollackLewitz LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036 Elm Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Old Saybrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006475
ReturnHeader/PreparerPersonGrp/PhoneNum08603884451
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK MATLOSZ CPA
ReturnHeader/ReturnTs02024-05-14T08:05:35-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEOFFREY S
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAUL
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
$3,645,158
Liabilities
$0
Net assets
$3,645,158
Revenue
$313,736
Expenses
$191,677
Net income
$122,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.41$0.21$0.20
2023Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.31$0.19$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.32$0.21$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.44$0.20$0.24
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.14$0.14$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.34$0.13$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.08$0.04$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.12$0.03$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.06$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.09$0.04$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.26$0.03$0.23
2013Detailed filing. Detailed filing data is available for this year.$2.67$0.15$2.52$0.14$0.04$0.10
2012Summary only. Only limited summary data is available for this year.$2.42$0.00$0.23$0.07$0.17
2011Summary only. Only limited summary data is available for this year.$2.41$0.15$0.14$0.03$0.11
Peer Organizations

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