THE DEERING ESTATE FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

THE DEERING ESTATE FOUNDATION INC

EIN 65-0121026 · Historical Organizations (A80)

What they do

to PROVIDE RESOURCES and ASSISTANCE for THE ENHANCEMENT & EXPANSION of THE EDUCATIONAL, ENVIRONMENTAL, HISTORICAL, CULTURAL, ARCHAEOLOGICAL, SCIENTIFIC, PARK and REC FACILITIES, PROGRAMS and OTHER SERVICES OFFERED AT, THROUGH, or IN CONJUCTION WITH THE DEERING ESTATE AT CUTLER, A 450 ACRE HISTORICAL PRESERVE LOCATED IN SOUTH FLORIDA ON BISCAYNE BAY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $71.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders45 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

75.66%of revenue went to mission work71.5% of expenses · Program services

14.77%of revenue went to fundraising14.0% of expenses

$105.85spent for every $100 of revenueSpending was higher than revenue this year.

15.42%of revenue went to management and office costs14.6% of expenses

$8.17in assets for every $1 spent this yearSome assets cannot be spent right away.

81.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $53,968 this year. Ask whether that was planned or caused by a one-time event.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$923,082

Mission workProgram services$698,36375.66% of revenue71.5% of expenses

ManagementOffice and general costs$142,32415.42% of revenue14.6% of expenses

FundraisingAsking for donations$136,36314.77% of revenue14.0% of expenses

Total expenses$977,050105.85% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 71.5% mission · 14.6% management · 14.0% fundraisingTotal expenses: 105.85% of revenue

2022Expense mix: 76.3% mission · 13.8% management · 9.9% fundraisingTotal expenses: 108.85% of revenue

2021Expense mix: 72.0% mission · 15.5% management · 12.5% fundraisingTotal expenses: 84.79% of revenue

2020Expense mix: 72.1% mission · 15.5% management · 12.4% fundraisingTotal expenses: 83.45% of revenue

2019Expense mix: 70.0% mission · 12.6% management · 17.4% fundraisingTotal expenses: 113.78% of revenue

2018Expense mix: 71.5% mission · 11.8% management · 16.7% fundraisingTotal expenses: 147.32% of revenue

2017Expense mix: 64.0% mission · 23.6% management · 12.5% fundraisingTotal expenses: 117.66% of revenue

2016Expense mix: 61.7% mission · 29.2% management · 9.1% fundraisingTotal expenses: 101.28% of revenue

Money in and money out

Revenue$923,082

Expenses$977,050

Annual shortfall $53,968 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$698,363 · 71.5% of expenses

Management and office costs$142,324 · 14.6% of expenses

Fundraising$136,363 · 14.0% of expenses

See all reported dollar amounts

Revenue$923,082

Expenses$977,050

Assets$7,983,423

Income$1,325,277

Contributions$753,126

Mission work (program services)$698,363

Fundraising$136,363

Grants given$2,989,572

Average grant$62,283

Management and general$142,324

Executive compensation (total)$39,807

Stocks and bonds$2,683,842

Accounting fees$11,016

Investing fees$17,044

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (45)

NINA ZANELLAEXECUTIVE DI

JEFFREY FLANAGANVICE PRESIDE

JERROD SHARPDIRECTOR

JERRY MORALEDIRECTOR

JO ANN SZAROTRUSTEE

JOCELYN TENNILLEDIRECTOR

LIEDE DEVALDIVIELSOTRUSTEE

LYNN FRENCHTRUSTEE

MARGARITA B TOKINSONDIRECTOR

MATIAS PEREZTREASURER

MICHAEL SPIKE ANDERSONDIRECTOR

NANCY ENGLANDDIRECTOR

JAMIE L THOMASTRUSTEE

PETER ENGLANDDIRECTOR

RAUL GARCIADIRECTOR

RAVI S RAMJIT JRDIRECTOR

SANDY MCCARTHYTRUSTEE

SERGIO DELGADODIRECTOR

SUZANNE GOTTLIEB CALLEJAPRESIDENT

VANCE ALOUPISDIRECTOR

VERNON BROOKSDIRECTOR

WALTER EVANSONSECRETARY

WALTER FLORESTRUSTEE

CYNTHIA BEAMISHDIRECTOR

ANN MACHADO100

ANN MACHADO100 LADIES O

AUDREY ROSSTRUSTEE

BARRY JOHNSONTRUSTEE

BECKY ROPER MATKOVDIRECTOR

BETH PERSONDIRECTOR

BETTY NOETRUSTEE

C MICHAEL CORNELYTRUSTEE

CAROLE WRIGHTPAST PRESIDE

COURTNEY REEDERDIRECTOR

ALEKSEY SHTIVELMANDIRECTOR

DAVID MCDONALDDIRECTOR

DAVID SANTIAGODIRECTOR

DAVID TURNERTRUSTEE

DAVID A MARLEY JRTRUSTEE

DOREEN FURNARIDIRECTOR

ELIZABETH BATTAGLIADIRECTOR

ERIC T HAASDIRECTOR

FERNANDO SALAZARDIRECTOR

HOWARD TENDRICHTRUSTEE

JAMES COLBY GRATTONDIRECTOR

About this charity

Recognized since: January 1989
Location: 16701 SW 72ND AVENUE, MIAMI, FL 33157
County: Miami-Dade
In care of: NINA ZANELLA
Primary officer: NINA ZANELLA, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website EmailGisel.Prado@miamidade.gov Phone(305) 235-1668

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: TURNER & ASSOCIATES LLP
NTEE classification: Historical Organizations (A80)
IRS tax category: Historical Organizations
Grant-giving organization: Yes