Civic Intelligence

Martin E Zimmerman Foundation

990PF • Fiscal year 2012 • EIN 36-4234618

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 25, 2013

303 E Wacker DriveRoom/Suite 25060601
Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$724,717

Down $1,023 (-0.1%) from 2011

Net Assets

Down

$724,641

Down $1,099 (-0.2%) from 2011

Liabilities

Up

$76

Up $76 from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,100

Up $75 (+7.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $725,740Liabilities 2011: $0Net Assets 2011: $725,7402011Assets 2012: $724,717Liabilities 2012: $76Net Assets 2012: $724,6412012Assets 2013: $723,616Liabilities 2013: $0Net Assets 2013: $723,6162013Assets 2014: $713,201Liabilities 2014: $0Net Assets 2014: $713,2012014Assets 2015: $712,187Liabilities 2015: $0Net Assets 2015: $712,1872015Assets 2016: $711,412Liabilities 2016: $0Net Assets 2016: $711,4122016Assets 2017: $710,671Liabilities 2017: $0Net Assets 2017: $710,6712017

Highlighted filing

2012

Assets$724,717
Liabilities$76
Net Assets$724,641

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10K-$20KExpenses 2011: $1,0252011Expenses 2012: $1,1002012Revenue 2013: $0Expenses 2013: $1,025Net Income 2013: -$1,0252013Revenue 2014: $5,628Expenses 2014: $16,043Net Income 2014: -$10,4152014Revenue 2015: $1Expenses 2015: $1,015Net Income 2015: -$1,0142015Revenue 2016: $5Expenses 2016: $780Net Income 2016: -$7752016Revenue 2017: $54Expenses 2017: $795Net Income 2017: -$7412017

Highlighted filing

2012

Revenue-
Expenses$1,100
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 25, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN E ZIMMERMANPresident-$0--
DANIELLE D ZIMMERMANSecretary-$0--
REBECCA S DYCKMANTreasurer-$0--
Filing and Contact Details

Filer

EIN
36-4234618
Raw XML Appendix211 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0TAX RETURN PREPARATION
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0500
CompensationExplanation/Compensation/PersonName0MARTIN E ZIMMERMAN
CompensationExplanation/Compensation/PersonName1DANIELLE D ZIMMERMAN
CompensationExplanation/Compensation/PersonName2REBECCA S DYCKMAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0700000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue122665
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV115030
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock040,000 SHS LINC CAPITAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13,000 SHS POZEN, INC.
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount01
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA01
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01000
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss01
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IRS990PF/BalanceSheets/CashBOY03075
IRS990PF/BalanceSheets/CashEOY02052
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV015190
IRS990PF/BalanceSheets/TotalLiabilitiesEOY076
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0725740
IRS990PF/BalanceSheets/TotalNetAssetsEOY0724641
IRS990PF/BalanceSheets/UnrestrictedBOY0725740
IRS990PF/BalanceSheets/UnrestrictedEOY0724641
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-1099
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0724641
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0725740
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0724641
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted01046
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj01046
IRS990PF/DistributableAmount/DistributableAmountBeforeDed01046
IRS990PF/DistributableAmount/MinimumInvestmentReturn01046
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY015190
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets021237
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02477
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities018760
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0319
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01046
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets020918
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets021237
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARTIN E ZIMMERMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DANIELLE D ZIMMERMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2REBECCA S DYCKMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10303 E WACKER DR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11303 E WACKER DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12303 E WACKER DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20SUITE 250
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine21SUITE 250
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine22SUITE 250
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHICAGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CHICAGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2CHICAGO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode060601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode160601
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode260601
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0600
IRS990PF/QualifyingDistributions/ExpensesAndContributions0600
IRS990PF/QualifyingDistributions/QualifyingDistributions0600
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0REBECCA DYCKMAN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03122286000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10303 E WACKER DR SUITE 250
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CHICAGO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode060525
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0600
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted01046
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5059023
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0446
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0446
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5058577
IRS990PF/UndistributedIncome/QualifyingDistributions0600
IRS990PF/UndistributedIncome/TotalCorpus058577
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover059023
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1STATE FILING FEES
OtherExpensesSchedule/OtherExpenses/Description2BANK CHARGE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps025
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps175
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks175
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0364234618
ReturnHeader/Filer/Name/BusinessNameLine10MARTIN E ZIMMERMAN FOUNDATION
ReturnHeader/Filer/NameControl0MART
ReturnHeader/Filer/Phone03122286000
ReturnHeader/Filer/USAddress/AddressLine10303 E WACKER DRIVE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 250
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060601
ReturnHeader/Officer/DateSigned02013-06-25
ReturnHeader/Officer/Name0MARTIN E ZIMMERMAN
ReturnHeader/Officer/Phone03122286000
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-06-28
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10XPONENT GROUP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10521 S LAGRANGE RD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LAGRANGE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode060525
ReturnHeader/Preparer/Name0CATHERINE L RIDDICK
ReturnHeader/Preparer/Phone07083527377
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-28T12:58:32-05:00

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