Civic Intelligence

Perfect 33 Foundation

EIN 47-5390968 • 501(c)3 • Clearwater Beach, FL

Profile

Raise funds to support your athletics, education, and to support the military and their families.

11 Baymont St 604Clearwater Beach, FL 33767

www.perfect33foundation.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

15th percentile

-21%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

18th percentile

-12%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

67%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$232,320

Down $30,881 (-12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$232,320

Down $30,881 (-12%) from 2020

Revenue

Up

$360,990

Up $145,198 (+67%) from 2020

Expenses

Up

$436,475

Up $282,946 (+184%) from 2020

Net Income

Down

-$75,485

Down $137,748 (-221%) from 2020

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2016: $67,106Liabilities 2016: $02016Assets 2017: $67,289Liabilities 2017: $02017Assets 2018: $348,075Liabilities 2018: $0Net Assets 2018: $348,0752018Assets 2019: $200,938Liabilities 2019: $0Net Assets 2019: $200,9382019Assets 2020: $263,201Liabilities 2020: $0Net Assets 2020: $263,2012020Assets 2021: $232,320Liabilities 2021: $0Net Assets 2021: $232,3202021

Highlighted filing

2021

Assets$232,320
Liabilities$0
Net Assets$232,320

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $68,815Expenses 2016: $1,709Net Income 2016: $67,1062016Revenue 2017: $68,228Expenses 2017: $67,938Net Income 2017: $2902017Revenue 2018: $598,782Expenses 2018: $318,007Net Income 2018: $280,7752018Revenue 2019: $251,882Expenses 2019: $399,019Net Income 2019: -$147,1372019Revenue 2020: $215,792Expenses 2020: $153,529Net Income 2020: $62,2632020Revenue 2021: $360,990Expenses 2021: $436,475Net Income 2021: -$75,4852021

Highlighted filing

2021

Revenue$360,990
Expenses$436,475
Net Income-$75,485

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 14, 2023
Return Version
2020v4.2
Gross Receipts
$616,096
Mission and Program Overview

Mission

Raise funds to support your athletics, education, and to support the military and their families.

To raise funds for charitable giving that supports athletics, education and the military and their familes

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$263,201$232,320▼ $30,881
Cash and Non-Interest-Bearing Accounts$254,674$213,794▼ $40,880
Savings and Temporary Cash Investments-$10,000-
Inventories for Sale or Use$8,527$8,526▼ $1
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$263,201$232,320▼ $30,881
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$263,201$232,320▼ $30,881
Total Liabilities and Net Assets / Fund Balance$263,201$232,320▼ $30,881
Compensation and Service Providers

Board Members and Trustees

NameTitle
David WellsPresident
Laura JonesBoard Member
Nina WellsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$599,395
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-238,405
All Other Contributions
$10,000
Change in Net Assets
$-75,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$375,199
Other Expenses$61,276
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$375,199--$375,199
Office Expenses-$1,474-$1,474
Travel-$742-$742
Other Expenses-$548-$548
Advertising-$451-$451
All Other Expenses$372--$372
Total Functional Expenses$375,571$60,904$0$436,475
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Charles H Keating FoundationCoronado, CA501(c)3Provide Support & Reosurces to Science Based Programs$200,000
Kristin Osborn LLCConcord, MA501(c)3To Provide Research and Support for Traumatic Brain Injury. This Grant Supports Treatment for Navy Seals Suffering From Post Traumatic Brain Injury$150,000
Autism Tree Project FounationSan Diego, CA501(c)3Atpf Provides Mentoring, Advocacy, Research, Education and Screenings for Families Impacted by Autism$5,000
Kids Step to SuccessSan Diego, CA501(c)3This Program Proivides Coaching, Mentoring and Tutoring for Middle School Kids to Prepare Them to Succeed in High School$5,000
Kirk Gibson Foundation for ParkinsonsGrosse Pointe Woods, MI501(c)3Parkinsons Disease Research$5,000
St Katherine Drexel AcademySan Diego, CA-Provide Educational and Tuition Assistance to Needy Children$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$255,106
Fundraising Gross Income$16,701
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$590,808$16,413$238,693$-222,280
Total Events$590,808$16,413$255,106$-238,693
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

David and nina wells have a family relationship

Form 990, Part VI, Section A, Line 8B

The organization has no committees

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed and approved by the board prior to filing

Form 990 Part VI Section A Line 8B

There are no committees in the foundation

Form 990 Part VI Section B Line 11B

Form 990 is reviewed and approved by the board prior to filing

Form 990 Part VI Section B Line 12C

Board members are to report annually any potential conflict of interest and sign agreement to policy

Form 990 Part VI Section B Line 15

NO COMPENSATION IS PAID

Form 990 Part VI Section C Line19

Ca publishes on the web, all required documents

Form 990, Part VI, Section B, Line 12C

Board members are to report annually any potential conflict of interest and sign agreement to policy

Form 990, Part VI, Section B, Line 15

Board members are not compensated

Form 990, Part VI, Section C, Line 18

990 is published on guidestar web site

Form 990, Part VI, Section C, Line 19

Ca publishes on the web all required documents

Form 990 Part VI Section A Line 2

David and nina wells have a family relationship

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

David wells - 11 baymont st #604, clearwater beach, fl 33767. Nina wells - 11 baymont st #604, clearwater beach, fl 33767. Laura jones - 11 baymont st #604, clearwater beach, fl 33767.

Filing and Contact Details

Filer

Filer Name
Perfect 33 Foundation
EIN
47-5390968
Phone
8584377710
Address
11 BAYMONT ST 604, CLEARWATER BEACH, FL 33767

Signing Officer

Name
David Wells
Title
President
Phone
8584377710
Signed
2023-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Wells
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Cohnreznick Llp
Address
7501 WISCONSIN AVENUE SUITE 400E, BETHESDA, MD 20814
Preparer
Gary Franklin
Phone
3016529100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Prior period adjustment in cash balance 44,604.

Form 990 Part XI Line 9

Prior period adjustment to cash balance not reported on prior year return

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE SUPPORT & REOSURCES TO SCIENCE BASED PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE RESEARCH AND SUPPORT FOR TRAUMATIC BRAIN INJURY. THIS GRANT SUPPORTS TREATMENT FOR NAVY SEALS SUFFERING FROM POST TRAUMATIC BRAIN INJURY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2THIS PROGRAM PROIVIDES COACHING, MENTORING AND TUTORING FOR MIDDLE SCHOOL KIDS TO PREPARE THEM TO SUCCEED IN HIGH SCHOOL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3PARKINSONS DISEASE RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4ATPF PROVIDES MENTORING, ADVOCACY, RESEARCH, EDUCATION AND SCREENINGS FOR FAMILIES IMPACTED BY AUTISM
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5PROVIDE EDUCATIONAL AND TUITION ASSISTANCE TO NEEDY CHILDREN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHARLES H KEATING FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KRISTIN OSBORN LLC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2KIDS STEP TO SUCCESS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3KIRK GIBSON FOUNDATION FOR PARKINSONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4AUTISM TREE PROJECT FOUNATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5ST KATHERINE DREXEL ACADEMY
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IRS990ScheduleI/RecipientTable/USAddress/CityNm1CONCORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm3GROSSE POINTE WOODS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4SAN DIEGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm5SAN DIEGO
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd492110
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0DONEE SUBMITS PROPOSAL TO ORGANIZATION FOR USE OF GRANT, AND PROVIDES REPORTING AS TO HOW THE GRANT WAS USED
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAVID AND NINA WELLS HAVE A FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED AND APPROVED BY THE BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO COMMITTEES IN THE FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED AND APPROVED BY THE BOARD PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD MEMBERS ARE TO REPORT ANNUALLY ANY POTENTIAL CONFLICT OF INTEREST AND SIGN AGREEMENT TO POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO COMPENSATION IS PAID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CA PUBLISHES ON THE WEB, ALL REQUIRED DOCUMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BOARD MEMBERS ARE TO REPORT ANNUALLY ANY POTENTIAL CONFLICT OF INTEREST AND SIGN AGREEMENT TO POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BOARD MEMBERS ARE NOT COMPENSATED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10990 IS PUBLISHED ON GUIDESTAR WEB SITE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CA PUBLISHES ON THE WEB ALL REQUIRED DOCUMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12DAVID AND NINA WELLS HAVE A FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DAVID WELLS - 11 BAYMONT ST #604, CLEARWATER BEACH, FL 33767. NINA WELLS - 11 BAYMONT ST #604, CLEARWATER BEACH, FL 33767. LAURA JONES - 11 BAYMONT ST #604, CLEARWATER BEACH, FL 33767.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PRIOR PERIOD ADJUSTMENT IN CASH BALANCE 44,604.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15PRIOR PERIOD ADJUSTMENT TO CASH BALANCE NOT REPORTED ON PRIOR YEAR RETURN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VI SECTION A LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VI SECTION B LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART VI SECTION B LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 PART VI SECTION B LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990 PART VI SECTION C LINE19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990 PART VI SECTION A LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990 PART XI LINE 9
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-14
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 400E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA

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