Civic Intelligence

Paul Zee Foundation Inc

990 • Fiscal year 2020 • EIN 51-0182701

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2021

Organization ProfileN/A
8992 Cook Underwood RoadUnderwood, WA 98561-9185

(509) 493-3951

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.55x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

46th percentile

2.9%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$10,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

27th percentile

-0.5%

Faster asset growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-26%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$5,408,870

Down $29,465 (-0.5%) from 2019

Net Assets

Up

$5,303,870

Up $5,535 (+0.1%) from 2019

Liabilities

Down

$105,000

Down $35,000 (-25%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin46th percentile

Revenue

Down

$189,825

Down $68,283 (-26%) from 2019

Expenses

Down

$184,290

Down $28,940 (-14%) from 2019

Net Income

Down

$5,535

Down $39,343 (-88%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,365,258Liabilities 2010: $95,776Net Assets 2010: $4,269,4822010Assets 2011: $4,431,690Liabilities 2011: $107,500Net Assets 2011: $4,324,1902011Assets 2012: $4,469,453Liabilities 2012: $77,525Net Assets 2012: $4,391,9282012Assets 2013: $4,723,902Liabilities 2013: $89,964Net Assets 2013: $4,633,9382013Assets 2014: $4,901,667Liabilities 2014: $115,950Net Assets 2014: $4,785,7172014Assets 2015: $5,135,060Liabilities 2015: $104,000Net Assets 2015: $5,031,0602015Assets 2016: $5,330,597Liabilities 2016: $108,001Net Assets 2016: $5,222,5962016Assets 2017: $5,352,894Liabilities 2017: $130,000Net Assets 2017: $5,222,8942017Assets 2018: $5,388,457Liabilities 2018: $135,000Net Assets 2018: $5,253,4572018Assets 2019: $5,438,335Liabilities 2019: $140,000Net Assets 2019: $5,298,3352019Assets 2020: $5,408,870Liabilities 2020: $105,000Net Assets 2020: $5,303,8702020Assets 2021: $5,820,148Liabilities 2021: $135,000Net Assets 2021: $5,685,1482021Assets 2022: $5,995,549Liabilities 2022: $171,000Net Assets 2022: $5,824,5492022Assets 2023: $6,711,541Liabilities 2023: $226,000Net Assets 2023: $6,485,5412023Assets 2024: $6,968,645Liabilities 2024: $200,000Net Assets 2024: $6,768,6452024

Highlighted filing

2020

Assets$5,408,870
Liabilities$105,000
Net Assets$5,303,870
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

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

$600K$400K$200K$0Expenses 2010: $48,5402010Expenses 2011: $146,4142011Expenses 2012: $134,7282012Revenue 2013: $388,669Expenses 2013: $146,658Net Income 2013: $242,0112013Revenue 2014: $325,727Expenses 2014: $173,948Net Income 2014: $151,7792014Revenue 2015: $407,583Expenses 2015: $162,240Net Income 2015: $245,3432015Revenue 2016: $356,609Expenses 2016: $165,073Net Income 2016: $191,5362016Revenue 2017: $194,793Expenses 2017: $194,495Net Income 2017: $2982017Revenue 2018: $229,310Expenses 2018: $198,747Net Income 2018: $30,5632018Revenue 2019: $258,108Expenses 2019: $213,230Net Income 2019: $44,8782019Revenue 2020: $189,825Expenses 2020: $184,290Net Income 2020: $5,5352020Revenue 2021: $594,198Expenses 2021: $212,920Net Income 2021: $381,2782021Revenue 2022: $361,794Expenses 2022: $222,393Net Income 2022: $139,4012022Revenue 2023: $434,676Expenses 2023: $275,926Net Income 2023: $158,7502023Revenue 2024: $438,563Expenses 2024: $276,096Net Income 2024: $162,4672024

Highlighted filing

2020

Revenue$189,825
Expenses$184,290
Net Income$5,535
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 21, 2021
Return Version
2020v4.0
Gross Receipts
$785,244
Mission and Program Overview

Mission

the miami kiwanis youth foundation. Provides area youth with facilities without regard to color or creed

The miami kiwanis youth foundation. Provides area youth with facilities without regard to color or creed.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,298,335$5,303,870▲ $5,535
Investments in Publicly Traded Securities$5,104,730$5,110,321▲ $5,591
Cash and Non-Interest-Bearing Accounts$333,605$298,549▼ $35,056
Total Assets$5,438,335$5,408,870▼ $29,465
Liabilities
Grants Payable$140,000$105,000▼ $35,000
Total Liabilities$140,000$105,000▼ $35,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,298,335$5,303,870▲ $5,535
Total Liabilities and Net Assets / Fund Balance$5,438,335$5,408,870▼ $29,465
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleBaseTotal
Sallie C QuillianTrustee$10,000$10,000
Wirt T MaxeyTrustee$10,000$10,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$189,825
Other Revenue
$0
Change in Net Assets
$5,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$105,000
Other Expenses$59,290
Salaries, Compensation, and Employee Benefits$20,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,000--$105,000
Fees for Services Other$47,050--$47,050
Current Officers, Directors, Trustees, and Key Employees$20,000--$20,000
Fees for Services Accounting$6,240--$6,240
Fees for Services Legal$6,000--$6,000
Total Functional Expenses$184,290$0$0$184,290
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Miami Kiwanis Youth FoundationMiami, FL-Youth Activities$105,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

“Sallie c quillian 6901 camarin street coral gables, fl 33146”

Form 990, Page 6, Part VI, Line 11B

“The trustees review the form 990 and all schedules with the preparer before itis filed with the internal revenue service.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are available to the public on written request.”

Filing and Contact Details

Filer

Filer Name
Paul Zee Foundation Inc
EIN
51-0182701
Phone
5094933951
Address
8992 COOK UNDERWOOD ROAD, UNDERWOOD, WA 98561-9185

Signing Officer

Name
Wirt T Maxey
Title
Trustee
Phone
5094333951
Signed
2021-04-21

Organization Details

Principal Officer
Wirt T Maxey
Legal Domicile
Fl
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Rothbard & Company
Address
8211 W BROWARD BLVD STE 440, PLANTATION, FL 33324
Preparer
Martin a Rothbard
Phone
9543219991
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“BROKERS FEES 47,050 0 0”

Raw XML Appendix366 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGNIZATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE MIAMI KIWANIS YOUTH FOUNDATION, GENERALLY BY EMAIL, IN THE FOLLOWING MANNER: DURING EACH GRANT CYCLE, THE ORGANIZATION MAINTAINS CLOSE CONTACT WITH THE OFFICERS OF KIWANIS REGARDING SUCH THINGS AS THE DEVELOPMENT AND UPDATING OF THE "REQUEST FOR PROPOSALS AND GRANT APPLICATION FOR YOUTH RECREATIONAL PROGRAMMING OR CAPITAL IMPROVEMENTS/PURCHASES" USED BY KIWANIS TO SOLICIT GRANT REQUESTS; THE PROGRESS OF KIWANIS IN GATHERING AND REVIEWING THE GRANT REQUESTS; THE ELIGIBILITY OF GRANT APPLICANTS; ESTIMATING THE AMOUNT OF FUNDS WHICH WILL BE AVAILABLE EACH YEAR FOR GRANTS; AND ALL OTHER DETAILS OF THE GRANT APPLICATION, REVIEW AND FUNDING PROCESS. AFTER EACH YEAR GRANTS HAVE BEEN MADE, THE ORGANIZATION WORKS WITH KIWANIS TO MONITOR THE GRANT RECIPIENTS USE OF THE FUNDS TO ENSURE THAT THE SUCCESSFUL APPLICANTS HAVE UTILIZED THE FUNDS IN THE PROPER MANNER, IN ACCORDANCE WITH THE GRANT APPLICATION. AS WELL, THE ORGANIZATION PROVIDES KIWANIS WITH A COPY OF THE ORGANIZATION'S FORM 990 EACH YEAR, AND ALL RECORDS OF THE ORGANIZATION AND INFORMATION REGARDING THE ORGANIZATION'S ASSETS, INVESTMENTS AND INVESTMENT MANAGEMENT PRACTICES, ARE AVAILABLE TO KIWANIS UPON REQUEST.
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06191780
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt06071606
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt097240
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt096070
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06385453
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt06308601
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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0220801
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SALLIE C QUILLIAN 6901 CAMARIN STREET CORAL GABLES, FL 33146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES REVIEW THE FORM 990 AND ALL SCHEDULES WITH THE PREPARER BEFORE ITIS FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BROKERS FEES 47,050 0 0
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt05408870
IRS990/TotalAssetsGrp/BOYAmt05438335
IRS990/TotalAssetsGrp/EOYAmt05408870
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0184290
IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/ExclusionAmt0199
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd098651
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WIRT T MAXEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05094333951
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL ZEE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0510182701
ReturnHeader/Filer/PhoneNum05094933951
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033324
ReturnHeader/PreparerPersonGrp/PhoneNum09543219991
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN A ROTHBARD
ReturnHeader/ReturnTs02021-05-13T12:06:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WIRT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MAXEY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,408,870
Liabilities
$105,000
Net assets
$5,303,870
Revenue
$189,825
Expenses
$184,290
Net income
$5,535
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.97$0.20$6.77$0.44$0.28$0.16
2023Summary only. Only limited summary data is available for this year.$6.71$0.23$6.49$0.43$0.28$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.00$0.17$5.82$0.36$0.22$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.14$5.69$0.59$0.21$0.38
2020Detailed filing. Detailed filing data is available for this year.$5.41$0.11$5.30$0.19$0.18$0.01
2019Summary only. Only limited summary data is available for this year.$5.44$0.14$5.30$0.26$0.21$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.39$0.14$5.25$0.23$0.20$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.13$5.22$0.19$0.19$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.11$5.22$0.36$0.17$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.14$0.10$5.03$0.41$0.16$0.25
2014Summary only. Only limited summary data is available for this year.$4.90$0.12$4.79$0.33$0.17$0.15
2013Detailed filing. Detailed filing data is available for this year.$4.72$0.09$4.63$0.39$0.15$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.47$0.08$4.39$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.11$4.32$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$0.10$4.27$0.05