Civic Intelligence

Kuzma Foundation

EIN 85-4202256 • Houston, TX

Pub. 78 Eligible
5712 Simmons StreetHouston, TX 77005
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

76th percentile

13%

Faster asset growth than 76% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-18%

Faster revenue growth than 13% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$34,450,213

Up $4,042,795 (+13%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$34,450,213

Up $4,042,795 (+13%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin92nd percentile

Revenue

Down

$5,966,363

Down $1,284,794 (-18%) from 2023

Expenses

Up

$1,970,759

Up $872,361 (+79%) from 2023

Net Income

Down

$3,995,604

Down $2,157,155 (-35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$40M$30M$20M$10M$0Assets 2020: $2,130,946Liabilities 2020: $02020Assets 2021: $11,839,639Liabilities 2021: $1Net Assets 2021: $11,839,6392021Assets 2022: $24,134,947Liabilities 2022: $1Net Assets 2022: $24,134,9472022Assets 2023: $30,407,418Liabilities 2023: $1Net Assets 2023: $30,407,4182023Assets 2024: $34,450,213Liabilities 2024: $0Net Assets 2024: $34,450,2132024

Highlighted filing

2024

Assets$34,450,213
Liabilities$0
Net Assets$34,450,213
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$15M$10M$5.0M$0Revenue 2020: $2,088,500Expenses 2020: $0Net Income 2020: $2,088,5002020Revenue 2021: $10,307,921Expenses 2021: $116,719Net Income 2021: $10,191,2022021Revenue 2022: $12,955,028Expenses 2022: $659,582Net Income 2022: $12,295,4462022Revenue 2023: $7,251,157Expenses 2023: $1,098,398Net Income 2023: $6,152,7592023Revenue 2024: $5,966,363Expenses 2024: $1,970,759Net Income 2024: $3,995,6042024

Highlighted filing

2024

Revenue$5,966,363
Expenses$1,970,759
Net Income$3,995,604
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,450,213
Liabilities
$0
Net assets
$34,450,213
Revenue
$5,966,363
Expenses
$1,970,759
Net income
$3,995,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$5.97$1.97$4.00
2023Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$7.25$1.10$6.15
2022Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$13.0$0.66$12.3
2021Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$10.3$0.12$10.2
2020Summary only. Only limited summary data is available for this year.$2.13$0.00$2.09$0.00$2.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian L KuzmaTrusteePT$0--
Jennifer M KuzmaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kuzma Foundation
EIN
85-4202256
Phone
8326782412
Address
5712 Simmons Street, Houston, TX 77005

Signing Officer

Name
Brian L Kuzma
Title
Trustee
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
LedgerWay Inc
Address
3700 Buffalo Speedway Suite 1000, Houston, TX 77098
Preparer
Carol Cantrell CPA JD
Phone
4048730470
Raw XML Appendix295 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0456828
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01044021
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01368149
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01500849
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0911321
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01044021
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Mr and Mrs Kuzma
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05712 Simmons Street
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077005
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt08155
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt08155
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08155
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt08155
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt093551
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Thomist Fund Box 13ZZ-Trader Deductions
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt093551
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt093551
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0838590
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0838590
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0838590
OtherIncreasesSchedule/OtherIncreasesDetail/Amt047191
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Thomist K-1 Book Tax Difference
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt019234
TaxesSchedule/TaxesDetail/Amt035000
TaxesSchedule/TaxesDetail/Amt119234
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt019234
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian L Kuzma
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kuzma Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KUZM
ReturnHeader/Filer/EIN0854202256
ReturnHeader/Filer/PhoneNum08326782412
ReturnHeader/Filer/USAddress/AddressLine1Txt05712 Simmons Street
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933549380
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LedgerWay Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03700 Buffalo Speedway Suite 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077098
ReturnHeader/PreparerPersonGrp/PhoneNum04048730470
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Cantrell CPA JD
ReturnHeader/ReturnTs02025-11-17T18:59:18-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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