Civic Intelligence

Herbert Zimmerman Charitable Trust

990PF • Fiscal year 2013 • EIN 13-6168977

Nov 01, 2012 to Oct 31, 2013

Maitland, FL
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

8th percentile

-82%

Higher net margin than 8% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

37th percentile

-3.4%

Faster asset growth than 37% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

19th percentile

-23%

Faster revenue growth than 19% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$428,286

Down $14,969 (-3.4%) from 2012

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$1,792

Flat from 2012

Revenue

Down

$18,293

Down $5,508 (-23%) from 2012

Expenses

Up

$33,262

Up $240 (+0.7%) from 2012

Net Income

Down

-$14,969

Down $5,748 (-62%) from 2012

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

2013

Assets$428,286
Liabilities$1,792
Net Assets-

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

2013

Revenue$18,293
Expenses$33,262
Net Income-$14,969
Filing Detail Status

This 2013 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings