Civic Intelligence

Herbert Zimmerman Charitable Trust

990PF • Fiscal year 2021 • EIN 13-6168977

Nov 01, 2020 to Oct 31, 2021 • Filed on Feb 28, 2022

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

79th percentile

0.08x

Higher debt load relative to assets than 79% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

0.39x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

12th percentile

-61%

Higher net margin than 12% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-4.3%

Faster asset growth than 32% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2021

Assets

Down

$150,874

Down $6,854 (-4.3%) from 2020

Net Assets

Down

$138,978

Down $18,750 (-12%) from 2020

Liabilities

Up

$11,896

Up $11,896 from 2020

Revenue

Up

$30,777

Up $39,631 (+448%) from 2020

Expenses

Up

$49,527

Up $8,356 (+20%) from 2020

Net Income

Up

-$18,750

Up $31,275 (+63%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$150,874
Liabilities$11,896
Net Assets$138,978

Operations Trend

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

2021

Revenue$30,777
Expenses$49,527
Net Income-$18,750
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Feb 28, 2022
Return Version
2020v4.0
Compensation and Service Providers

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
4078624388
Signed
2022-02-28

Preparer

Firm
Feldman Holtzman & Company LLC
Address
760 HAMBURG TURNPIKE, POMPTON LAKES, NJ 07442
Preparer
David L Feldman CPA
Phone
9738359200
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2951 HARMONY RD SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33380 CHASTAIN MEADOWS PKW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41030 N ORANGE AVE STE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5733 3RD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt665 FAIRCHILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7544 MAYO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81140 CONNECTICUT AVE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt98550 ULMERTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10131 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt115550 TECH CENTER DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1265 FAIRCHILD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt131600 23RD AVE N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 255
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CENTENNIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EATONTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KENNESAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHARLSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MAITLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9LARGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10EAST ROCKAWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080121
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd231024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432801
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd629492
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd732751
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd820036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd933771
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1011518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1180919
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1229492
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1333713
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt041500
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/AppliedToCurrentYearAmt020215
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021323
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016108
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023703
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015042
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015042
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0104557
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021285
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021323
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023703
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022138
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021285
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0119599
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098314
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1165
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt22981
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt22981
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENTERPRISE PRODUCTS PARTNERS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1475
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CHARLES SCHWAB MARGIN ACCOUNT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt011896
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt11047
TaxesSchedule/TaxesDetail/CategoryTxt0NYS FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH ZIMMERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04078624388
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-28
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/PreparationDt02022-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID L FELDMAN CPA
ReturnHeader/ReturnTs02022-03-11T09:22:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JUDITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZIMMERMAN
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

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