Civic Intelligence

Zimmerman Shleifer Charitable Foundation

990PF • Fiscal year 2020 • EIN 27-6202703

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
888 Boylston Street 15th FloorBoston, MA 02199

(781) 444-8400

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

20th percentile

-20%

Higher net margin than 20% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

$6,657,722

No earlier filing loaded for comparison.

Net Assets

$6,657,722

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin20th percentile

Revenue

$133,297

No earlier filing loaded for comparison.

Expenses

$160,000

No earlier filing loaded for comparison.

Net Income

-$26,703

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2020

Assets$6,657,722
Liabilities$0
Net Assets$6,657,722
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$133,297
Expenses$160,000
Net Income-$26,703
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st 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
2021-11-09
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 Appendix283 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/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0419263
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt019071
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt019192
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt019192
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY G ZIMMERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07814448400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/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/ReturnTs02021-11-09T16:18:11-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZIMMERMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$6,657,722
Liabilities
$0
Net assets
$6,657,722
Revenue
$133,297
Expenses
$160,000
Net income
-$26,703
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