Civic Intelligence

Zimmerman Shleifer Charitable Foundation

EIN 27-6202703 • Boston, MA

888 Boylston Street 15th FloorBoston, MA 02199
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

36th percentile

0.6%

Faster asset growth than 36% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-17%

Faster revenue growth than 15% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,183,346

Up $69,625 (+0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,183,346

Up $69,625 (+0.6%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin95th percentile

Revenue

Down

$85,225

Down $16,921 (-17%) from 2023

Expenses

Down

$15,600

Down $584,400 (-97%) from 2023

Net Income

Up

$69,625

Up $567,479 (+114%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2020: $6,657,722Liabilities 2020: $0Net Assets 2020: $6,657,7222020Assets 2021: $11,927,000Liabilities 2021: $0Net Assets 2021: $11,927,0002021Assets 2022: $11,611,575Liabilities 2022: $0Net Assets 2022: $11,611,5752022Assets 2023: $11,113,721Liabilities 2023: $0Net Assets 2023: $11,113,7212023Assets 2024: $11,183,346Liabilities 2024: $0Net Assets 2024: $11,183,3462024

Highlighted filing

2024

Assets$11,183,346
Liabilities$0
Net Assets$11,183,346
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2020: $133,297Expenses 2020: $160,000Net Income 2020: -$26,7032020Revenue 2021: $6,020,278Expenses 2021: $751,000Net Income 2021: $5,269,2782021Revenue 2022: $1,983,040Expenses 2022: $8,560,343Net Income 2022: -$6,577,3032022Revenue 2023: $102,146Expenses 2023: $600,000Net Income 2023: -$497,8542023Revenue 2024: $85,225Expenses 2024: $15,600Net Income 2024: $69,6252024

Highlighted filing

2024

Revenue$85,225
Expenses$15,600
Net Income$69,625
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,183,346
Liabilities
$0
Net assets
$11,183,346
Revenue
$85,225
Expenses
$15,600
Net income
$69,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.09$0.02$0.07
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.10$0.60$0.50
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.98$8.56$6.58
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$6.02$0.75$5.27
2020Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.13$0.16$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY G ZIMMERMANTrustee-$0--
ANDREI SHLEIFERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Zimmerman Shleifer Charitable Foundation
EIN
27-6202703
Phone
7814448400
Address
888 BOYLSTON STREET 15TH FLOOR, BOSTON, MA 02199

Signing Officer

Name
Nancy G Zimmerman
Title
Trustee
Phone
7814448400
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
O'BRIEN & ASSOCIATES
Address
10 KEARNEY ROAD SUITE 305, NEEDHAM, MA 02494
Preparer
JOHN J O'BRIEN
Phone
7814448400
Raw XML Appendix278 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/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015600
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0876483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0860883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06831221
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0860883
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05970338
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05970338
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015600
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05970338
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06831221
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY G ZIMMERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814448400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZIMMERMAN SHLEIFER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BRACEBRIDGE CAPITAL MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0ZIMM
ReturnHeader/Filer/EIN0276202703
ReturnHeader/Filer/PhoneNum07814448400
ReturnHeader/Filer/USAddress/AddressLine1Txt0888 BOYLSTON STREET 15TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002199
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042706569
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'BRIEN & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 KEARNEY ROAD SUITE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002494
ReturnHeader/PreparerPersonGrp/PhoneNum07814448400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J O'BRIEN
ReturnHeader/ReturnTs02025-11-13T12:32:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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