Civic Intelligence

Herbert Zimmerman Charitable Trust

990PF • Fiscal year 2018 • EIN 13-6168977

Nov 01, 2017 to Oct 31, 2018 • Filed on Aug 05, 2019

Organization Profile
J Zimmerman 3640 Barnett Shoals RdAthens, GA 30605

(706) 473-1189

Siviq Scores

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

Liabilities / Assets

74th percentile

0.04x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

100th percentile

20295%

Higher net margin than 100% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$228,277

Down $45,002 (-16%) from 2017

Net Assets

Down

$219,759

Down $40,793 (-16%) from 2017

Liabilities

Down

$8,518

Down $4,209 (-33%) from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$201

Down $10,913 (-102%) from 2017

Expenses

Down

$40,592

Down $5,001 (-11%) from 2017

Net Income

Down

-$40,793

Down $5,912 (-17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $452,476Liabilities 2011: $1,7922011Assets 2012: $443,255Liabilities 2012: $1,7922012Assets 2013: $428,286Liabilities 2013: $1,7922013Assets 2014: $376,237Liabilities 2014: $0Net Assets 2014: $376,2372014Assets 2015: $353,471Liabilities 2015: $02015Assets 2017: $273,279Liabilities 2017: $12,727Net Assets 2017: $260,5522017Assets 2018: $228,277Liabilities 2018: $8,518Net Assets 2018: $219,7592018Assets 2019: $207,753Liabilities 2019: $0Net Assets 2019: $207,7532019Assets 2020: $157,728Liabilities 2020: $0Net Assets 2020: $157,7282020Assets 2021: $150,874Liabilities 2021: $11,896Net Assets 2021: $138,9782021Assets 2022: $119,145Liabilities 2022: $0Net Assets 2022: $119,1452022Assets 2023: $111,762Liabilities 2023: $12023

Highlighted filing

2018

Assets$228,277
Liabilities$8,518
Net Assets$219,759
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $23,741Expenses 2011: $28,937Net Income 2011: -$5,1962011Revenue 2012: $23,801Expenses 2012: $33,022Net Income 2012: -$9,2212012Revenue 2013: $18,293Expenses 2013: $33,262Net Income 2013: -$14,9692013Revenue 2014: $18,469Expenses 2014: $68,726Net Income 2014: -$50,2572014Revenue 2015: $25,061Expenses 2015: $47,827Net Income 2015: -$22,7662015Revenue 2017: $10,712Expenses 2017: $45,593Net Income 2017: -$34,8812017Revenue 2018: -$201Expenses 2018: $40,592Net Income 2018: -$40,7932018Revenue 2019: $26,299Expenses 2019: $38,305Net Income 2019: -$12,0062019Revenue 2020: -$8,854Expenses 2020: $41,171Net Income 2020: -$50,0252020Revenue 2021: $30,777Expenses 2021: $49,527Net Income 2021: -$18,7502021Revenue 2022: $26,895Expenses 2022: $46,728Net Income 2022: -$19,8332022Revenue 2023: $37,568Expenses 2023: $45,051Net Income 2023: -$7,4832023

Highlighted filing

2018

Revenue-$201
Expenses$40,592
Net Income-$40,793
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Aug 5, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH ZIMMERMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Herbert Zimmerman Charitable Trust
EIN
13-6168977
Phone
7064731189
Address
J ZIMMERMAN 3640 BARNETT SHOALS RD, ATHENS, GA 30605

Signing Officer

Name
Judith Zimmerman
Title
Trustee
Phone
4078624388
Signed
2019-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Feldman Holtzman & Company LLC
Address
760 HAMBURG TURNPIKE, POMPTON LAKES, NJ 07442
Preparer
David L Feldman CPA
Phone
9738359200
Raw XML Appendix322 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/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038416
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021590
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt038416
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OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DUE TO E ZIMMERMAN IRREVOCABLE FUND
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH ZIMMERMAN
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ReturnHeader/BusinessOfficerGrp/PhoneNum04078624388
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-05
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ReturnHeader/Filer/EIN0136168977
ReturnHeader/Filer/PhoneNum07064731189
ReturnHeader/Filer/USAddress/AddressLine1Txt0J ZIMMERMAN 3640 BARNETT SHOALS RD
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BE0AF28E0AA6A864DD60E2AE2E5F98EA6401C006
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.22.74.126
ReturnHeader/FilingSecurityInformation/IPDt02019-08-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:56:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272813372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FELDMAN HOLTZMAN & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0760 HAMBURG TURNPIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POMPTON LAKES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007442
ReturnHeader/PreparerPersonGrp/PhoneNum09738359200
ReturnHeader/PreparerPersonGrp/PreparationDt02019-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L FELDMAN CPA
ReturnHeader/ReturnTs02019-08-19T12:56:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-11-01
ReturnHeader/TaxPeriodEndDt02018-10-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$228,277
Liabilities
$8,518
Net assets
$219,759
Revenue
-$201
Expenses
$40,592
Net income
-$40,793
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.12$0.00$0.38$0.45$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.27$0.47$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.12$1.39$0.31$0.50$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.09$0.41$0.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.26$0.38$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.28$0.09$2.20$0.00$0.41$0.41
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.13$2.61$0.11$0.46$0.35
2015Summary only. Only limited summary data is available for this year.$3.53$0.00$0.25$0.48$0.23
2014Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.18$0.69$0.50
2013Summary only. Only limited summary data is available for this year.$4.28$0.02$0.18$0.33$0.15
2012Summary only. Only limited summary data is available for this year.$4.43$0.02$0.24$0.33$0.09
2011Summary only. Only limited summary data is available for this year.$4.52$0.02$0.24$0.29$0.05