Civic Intelligence

Herbert Zimmerman Charitable Trust

990PF • Fiscal year 2020 • EIN 13-6168977

Nov 01, 2019 to Oct 31, 2020 • Filed on Jun 21, 2021

Organization Profile
J Zimmerman 1110 Willa Vista TrailMaitland, FL 32751

(706) 473-1189

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

100th percentile

565%

Higher net margin than 100% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

16th percentile

-24%

Faster asset growth than 16% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$157,728

Down $50,025 (-24%) from 2019

Net Assets

Down

$157,728

Down $50,025 (-24%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$8,854

Down $35,153 (-134%) from 2019

Expenses

Up

$41,171

Up $2,866 (+7.5%) from 2019

Net Income

Down

-$50,025

Down $38,019 (-317%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2020

Assets$157,728
Liabilities$0
Net Assets$157,728
Open 2020 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

2020

Revenue-$8,854
Expenses$41,171
Net Income-$50,025
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Jun 21, 2021
Return Version
2019v5.0
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 1110 WILLA VISTA TRAIL, MAITLAND, FL 32751

Signing Officer

Name
Judith Zimmerman
Title
Trustee
Phone
7064731189
Signed
2021-06-21
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 Appendix300 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd231024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432766
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd563132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd630303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733771
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd880919
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt038500
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/AppliedToCurrentYearAmt017177
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023703
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt021590
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt021590
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098314
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021323
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023703
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022138
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015042
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021323
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0119904
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098581
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1169
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22439
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22439
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENTERPRISE PRODUCTS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3136
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH ZIMMERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07064731189
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERBERT ZIMMERMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0136168977
ReturnHeader/Filer/PhoneNum07064731189
ReturnHeader/Filer/USAddress/AddressLine1Txt0J ZIMMERMAN 1110 WILLA VISTA TRAIL
ReturnHeader/Filer/USAddress/CityNm0MAITLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032751
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/PreparationDt02021-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L FELDMAN CPA
ReturnHeader/ReturnTs02021-07-01T13:04:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,728
Liabilities
$0
Net assets
$157,728
Revenue
-$8,854
Expenses
$41,171
Net income
-$50,025
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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