Civic Intelligence

Paul Zee Foundation Inc

990 • Fiscal year 2023 • EIN 51-0182701

Jan 01, 2023 to Dec 31, 2023 • Filed on May 17, 2024

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

30th percentile

0.03x

Higher debt load relative to assets than 30% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.52x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$10,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

20%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Flat

$6,711,541

Flat from 2023

Net Assets

Flat

$6,485,541

Flat from 2023

Liabilities

Flat

$226,000

Flat from 2023

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin85th percentile

Revenue

Flat

$434,676

Flat from 2023

Expenses

Flat

$275,926

Flat from 2023

Net Income

Flat

$158,750

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth66th 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 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

2023

Assets$6,711,541
Liabilities$226,000
Net Assets$6,485,541
Open 2023 Filing

Operations Trend

Revenue Growth70th 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 2023: $434,676Expenses 2023: $275,926Net Income 2023: $158,7502023Revenue 2024: $438,563Expenses 2024: $276,096Net Income 2024: $162,4672024

Highlighted filing

2023

Revenue$434,676
Expenses$275,926
Net Income$158,750
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 17, 2024
Return Version
2023v5.0
Gross Receipts
$1,349,194
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$6,194,940$6,485,541▲ $290,601
Investments in Publicly Traded Securities$6,131,425$6,402,331▲ $270,906
Savings and Temporary Cash Investments$233,357$308,052▲ $74,695
Cash and Non-Interest-Bearing Accounts$1,158$1,158→ $0
Total Assets$6,365,940$6,711,541▲ $345,601
Liabilities
Grants Payable$145,000$200,000▲ $55,000
Accounts Payable and Accrued Expenses$26,000$26,000→ $0
Total Liabilities$171,000$226,000▲ $55,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,194,940$6,485,541▲ $290,601
Total Liabilities and Net Assets / Fund Balance$6,365,940$6,711,541▲ $345,601
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
$434,676
Other Revenue
$0
Change in Net Assets
$158,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$200,000
Other Expenses$55,926
Salaries, Compensation, and Employee Benefits$20,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$200,000--$200,000
Fees for Service Investment Mgmnt Fees$45,408--$45,408
Current Officers, Directors, Trustees, and Key Employees$20,000--$20,000
Fees for Services Legal$6,000--$6,000
Fees for Services Accounting$4,518--$4,518
Total Functional Expenses$275,926$0$0$275,926
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Miami Kiwanis Youth FoundationMiami, FL-Youth Activities$200,000
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
2024-05-17

Organization Details

Principal Officer
Scott Shuffield
Legal Domicile
Fl
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Rothbard & Company
Address
8181 W BROWARD BLVD STE 201, PLANTATION, FL 33324-2741
Preparer
Martin a Rothbard
Phone
9543219991
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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/PriorYearAmt06334780
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt097115
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt06377236
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0223203
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt06474351
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0223203
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0200000
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IRS990ScheduleI/RecipientTable/CashGrantAmt0200000
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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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/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
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt06711541
IRS990/TotalAssetsGrp/BOYAmt06365940
IRS990/TotalAssetsGrp/EOYAmt06711541
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0275926
IRS990/TotalFunctionalExpensesGrp/TotalAmt0275926
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0171000
IRS990/TotalLiabilitiesEOYAmt0226000
IRS990/TotalLiabilitiesGrp/BOYAmt0171000
IRS990/TotalLiabilitiesGrp/EOYAmt0226000
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06485541
IRS990/TotalProgramServiceExpensesAmt0275926
IRS990/TotalReportableCompFromOrgAmt020000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0434676
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0434676
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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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/SignatureDt02024-05-17
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/PreparerFirmName/BusinessNameLine1Txt0ROTHBARD & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 W BROWARD BLVD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANTATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333242741
ReturnHeader/PreparerPersonGrp/PhoneNum09543219991
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN A ROTHBARD
ReturnHeader/ReturnTs02024-07-23T08:54:51-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHUFFIELD
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,711,541
Liabilities
$226,000
Net assets
$6,485,541
Revenue
$434,676
Expenses
$275,926
Net income
$158,750
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
2023Detailed filing. Detailed filing data is available for this year.$6.71$0.23$6.49$0.43$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
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