Civic Intelligence

Paul Zee Foundation Inc

990 • Fiscal year 2022 • EIN 51-0182701

Jan 01, 2022 to Dec 31, 2022 • Filed on May 09, 2023

Organization ProfileN/A
415 Navarre AveCoral Gables, FL 33134

(305) 329-7782

Siviq Scores

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

Liabilities / Assets

28th percentile

0.03x

Higher debt load relative to assets than 28% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.47x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

23rd percentile

$10,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

56th percentile

3.0%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-39%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$5,995,549

Up $175,401 (+3.0%) from 2021

Net Assets

Up

$5,824,549

Up $139,401 (+2.5%) from 2021

Liabilities

Up

$171,000

Up $36,000 (+27%) from 2021

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin84th percentile

Revenue

Down

$361,794

Down $232,404 (-39%) from 2021

Expenses

Up

$222,393

Up $9,473 (+4.4%) from 2021

Net Income

Down

$139,401

Down $241,877 (-63%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2022

Assets$5,995,549
Liabilities$171,000
Net Assets$5,824,549
Open 2022 Filing

Operations Trend

Revenue Growth10th 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

2022

Revenue$361,794
Expenses$222,393
Net Income$139,401
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 9, 2023
Return Version
2022v5.0
Gross Receipts
$941,740
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$5,685,148$5,824,549▲ $139,401
Investments in Publicly Traded Securities$5,735,260$5,761,312▲ $26,052
Cash and Non-Interest-Bearing Accounts$84,888$234,237▲ $149,349
Total Assets$5,820,148$5,995,549▲ $175,401
Liabilities
Grants Payable$135,000$145,000▲ $10,000
Accounts Payable and Accrued Expenses-$26,000-
Total Liabilities$135,000$171,000▲ $36,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,685,148$5,824,549▲ $139,401
Total Liabilities and Net Assets / Fund Balance$5,820,148$5,995,549▲ $175,401
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleBaseTotal
Ruth Q WoleverTrustee$10,000$10,000
Scott ShuffieldTrustee$10,000$10,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$361,794
Other Revenue
$0
Change in Net Assets
$139,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$145,000
Other Expenses$57,393
Salaries, Compensation, and Employee Benefits$20,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$145,000--$145,000
Fees for Services Other$47,458--$47,458
Current Officers, Directors, Trustees, and Key Employees$20,000--$20,000
Fees for Services Legal$6,000--$6,000
Fees for Services Accounting$3,935--$3,935
Total Functional Expenses$222,393$0$0$222,393
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Miami Kiwanis Youth FoundationMiami, FL-Youth Activities$145,000
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

“Ruth q. Wolever 12 hopewell drive durham, nc 27705”

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
3053297782
Address
415 NAVARRE AVE, CORAL GABLES, FL 33134

Signing Officer

Name
Scott Shuffield
Title
Trustee
Phone
5094333951
Signed
2023-05-09

Organization Details

Principal Officer
Scott Shuffield
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 47,458 0 0”

Raw XML Appendix355 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/NetVlNonExemptUseAssetsGrp/PriorYearAmt06842516
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0239488
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt06946717
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0239488
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0145000
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE MIAMI KIWANIS YOUTH FOUNDATION GATHERS, REVIEWS, CULLS AND OTHERWISE PROCESSES GRANT REQUESTS. AFTER NARROWING THE REQUESTS DOWN TO THOSE DEEMED MOST WORTHY BY KIWANIS, KIWANIS FORWARDS THE GRANT REQUESTS TO THE ORGANIZATION FOR REVIEW AND APPROVAL. THE TRUSTEES REVIEW THE GRANT REQUESTS AND EITHER APPROVE OR NOT, AS THE CASE MAY BE. THEREAFTER, KIWANIS IS FUNDED BY THE ORGANIZATION. KIWANIS IN TURN FUNDS THE APPROVED GRANT REQUESTS. KIWANIS MONITORS THE GRANT RECIPIENTS USE OF THE FUNDS, INCLUDING PERSONAL VISITS TO THE RECIPIENT ENTITIES WHERE DEEMED APPROPRIATE. THE GRANT RECIPIENTS FURNISH WRITTEN ACKNOWLEDGEMENTS OF RECEIPT OF THE FUNDS, WHICH GENERALLY INCLUDE A PROGRESS REPORT ON THE PROJECT, TO KIWANIS. KIWANIS IN TURN FORWARDS COPIES OF THE ACKNOWLEDGEMENTS TO THE ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RUTH Q. WOLEVER 12 HOPEWELL DRIVE DURHAM, NC 27705
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 47,458 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05820148
IRS990/TotalAssetsEOYAmt05995549
IRS990/TotalAssetsGrp/BOYAmt05820148
IRS990/TotalAssetsGrp/EOYAmt05995549
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0222393
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0171000
IRS990/TotalLiabilitiesGrp/BOYAmt0135000
IRS990/TotalLiabilitiesGrp/EOYAmt0171000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05685148
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05824549
IRS990/TotalProgramServiceExpensesAmt0222393
IRS990/TotalReportableCompFromOrgAmt020000
IRS990/TotalRevenueGrp/ExclusionAmt01391
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0360403
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0361794
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05995549
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0415 NAVARRE AVE
IRS990/USAddress/CityNm0CORAL GABLES
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IRS990/USAddress/ZIPCd033134
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SHUFFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05094333951
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL ZEE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0510182701
ReturnHeader/Filer/PhoneNum03053297782
ReturnHeader/Filer/USAddress/AddressLine1Txt0415 NAVARRE AVE
ReturnHeader/Filer/USAddress/CityNm0CORAL GABLES
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0824844212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROTHBARD & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08211 W BROWARD BLVD STE 440
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANTATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033324
ReturnHeader/PreparerPersonGrp/PhoneNum09543219991
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN A ROTHBARD
ReturnHeader/ReturnTs02023-05-15T13:03:02-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHUFFIELD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,995,549
Liabilities
$171,000
Net assets
$5,824,549
Revenue
$361,794
Expenses
$222,393
Net income
$139,401
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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