Civic Intelligence

The Kevin Zoltan Merszei Foundation Inc

EIN 81-3859411 • Palm Beach, FL

200 Bradley PlacePalm Beach, FL 33480
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-2107%

Higher net margin than 1% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

8th percentile

-20%

Faster asset growth than 8% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-14%

Faster revenue growth than 20% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$1,927,984

Down $494,217 (-20%) from 2023

Liabilities

Down

$0

Down $61 (-100%) from 2023

Net Assets

Down

$1,927,984

Down $494,156 (-20%) from 2023

Revenue

Down

$55,816

Down $8,745 (-14%) from 2023

Expenses

Up

$1,231,996

Up $939,151 (+321%) from 2023

Net Income

Down

-$1,176,180

Down $947,896 (-415%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2016: $893,603Liabilities 2016: $0Net Assets 2016: $893,6032016Assets 2017: $1,610,391Liabilities 2017: $0Net Assets 2017: $1,610,3912017Assets 2018: $2,426,752Liabilities 2018: $02018Assets 2019: $3,437,666Liabilities 2019: $0Net Assets 2019: $3,437,6662019Assets 2020: $2,511,793Liabilities 2020: $0Net Assets 2020: $2,511,7932020Assets 2021: $2,291,511Liabilities 2021: $0Net Assets 2021: $2,291,5112021Assets 2022: $2,542,489Liabilities 2022: $1,061Net Assets 2022: $2,541,4282022Assets 2023: $2,422,201Liabilities 2023: $61Net Assets 2023: $2,422,1402023Assets 2024: $1,927,984Liabilities 2024: $0Net Assets 2024: $1,927,9842024

Latest loaded filing

2024

Assets$1,927,984
Liabilities$0
Net Assets$1,927,984

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2016: $893,603Expenses 2016: $0Net Income 2016: $893,6032016Revenue 2017: $786,217Expenses 2017: $44,150Net Income 2017: $742,0672017Revenue 2018: $1,495,954Expenses 2018: $627,539Net Income 2018: $868,4152018Revenue 2019: $1,426,421Expenses 2019: $403,083Net Income 2019: $1,023,3382019Revenue 2020: $58,042Expenses 2020: $1,005,690Net Income 2020: -$947,6482020Revenue 2021: $405,437Expenses 2021: $1,049,871Net Income 2021: -$644,4342021Revenue 2022: $251,128Expenses 2022: $977Net Income 2022: $250,1512022Revenue 2023: $64,561Expenses 2023: $292,845Net Income 2023: -$228,2842023Revenue 2024: $55,816Expenses 2024: $1,231,996Net Income 2024: -$1,176,1802024

Latest loaded filing

2024

Revenue$55,816
Expenses$1,231,996
Net Income-$1,176,180

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 16, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AIMEE MORNER MERSZEIDir.,Pres., Treas.PT$0--
ROBERT A STEVENSDir., Sec.PT$0--
AARON MAROHLDirectorPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOSPITAL FOR SPECIAL SURGERYGENERAL-NEW YORK, NY, US$603,735
Paid GrantMEMORIAL SLOAN KETTERING CANCER CENTERGENERAL-NEW YORK, NY, US$355,888
Paid GrantBETHESDA MEMORIAL HOSPITALGENERAL-BOYNTON BEACH, FL, US$99,922
Paid GrantNAVY SEAL FOUNDATIONGENERAL-VIRGINIA BEACH, VA, US$49,729
Filing and Contact Details

Filer

Filer Name
The Kevin Zoltan Merszei Foundation Inc
EIN
81-3859411
Phone
2032530737
Address
200 BRADLEY PLACE, PALM BEACH, FL 33480

Signing Officer

Name
Aimee Merszei
Title
President
Phone
2032530737
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Corey E Levine CPA Pa
Address
15300 JOG ROAD208, DELRAY BEACH, FL 33446
Preparer
Corey E Levine CPA
Phone
5614550360
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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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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt015300 JOG ROAD 208
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DELRAY BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033446
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0COREY E LEVINE CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum05614550360
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0603735
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1355888
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt249729
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt399922
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOSPITAL FOR SPECIAL SURGERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MEMORIAL SLOAN KETTERING CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2NAVY SEAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BETHESDA MEMORIAL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0535 EAST 70TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11275 YORK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21619 D STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32815 S SEACREST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOYNTON BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010021
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110065
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223459
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333435
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01109274
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
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01231996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0292845
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01049871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01005690
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0AIMEE MERSZEI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0200 BRADLEY PLACE 203
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALM BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033480
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0670951
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt011027
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt127340
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt216860
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3544073
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt415038
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt556613
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0100 SHRS - ARM HOLDINGS PLC COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1100 SHRS - APPLE INC COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2250 SHRS - CORTEVA INC COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc37,900 SHRS - HALOZYME THERAPEUTICS COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4250 SHRS - INGEVITY CORP COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5300 SHRS - PALANTIR TECHNOLOGIES COMMON STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02025-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12025-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22025-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32025-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42025-12-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52025-12-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0751
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX PREPAYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0211
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0211
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0211
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0211
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt027
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt027
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt027
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0904079
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENT FOR STOCK DONATIONS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0751
TaxesSchedule/TaxesDetail/Amt0751
TaxesSchedule/TaxesDetail/CategoryTxt0990 TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0751
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0751
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AIMEE MERSZEI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02032530737
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KEVIN ZOLTAN MERSZEI FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KEVI
ReturnHeader/Filer/EIN0813859411
ReturnHeader/Filer/PhoneNum02032530737
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 BRADLEY PLACE
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650904502
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COREY E LEVINE CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015300 JOG ROAD208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DELRAY BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033446
ReturnHeader/PreparerPersonGrp/PhoneNum05614550360
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COREY E LEVINE CPA
ReturnHeader/ReturnTs02026-02-26T06:27:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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