Civic Intelligence

Norbert a Zuckerman Foundation

990PF • Fiscal year 2021 • EIN 45-1657823

Jan 01, 2021 to Dec 31, 2021 • Filed on May 16, 2022

27777 Franklin Road 2500Southfield, MI 48034

(248) 351-3000

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

14th percentile

-22%

Higher net margin than 14% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

22nd percentile

-2.5%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

2258%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Down

$637,745

Down $16,635 (-2.5%) from 2020

Net Assets

Down

$637,745

Down $16,635 (-2.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$76,722

Up $73,469 (+2258%) from 2020

Expenses

Up

$93,357

Up $30,150 (+48%) from 2020

Net Income

Up

-$16,635

Up $43,319 (+72%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $12012Assets 2013: $1,000,987Liabilities 2013: $0Net Assets 2013: $1,000,9872013Assets 2014: $900,526Liabilities 2014: $0Net Assets 2014: $900,5262014Assets 2015: $905,319Liabilities 2015: $0Net Assets 2015: $905,3192015Assets 2016: $890,344Liabilities 2016: $0Net Assets 2016: $890,3442016Assets 2017: $869,036Liabilities 2017: $0Net Assets 2017: $869,0362017Assets 2018: $759,117Liabilities 2018: $0Net Assets 2018: $759,1172018Assets 2019: $714,334Liabilities 2019: $0Net Assets 2019: $714,3342019Assets 2020: $654,380Liabilities 2020: $0Net Assets 2020: $654,3802020Assets 2021: $637,745Liabilities 2021: $0Net Assets 2021: $637,7452021Assets 2022: $809,608Liabilities 2022: $0Net Assets 2022: $809,6082022Assets 2023: $765,283Liabilities 2023: $0Net Assets 2023: $765,2832023Assets 2024: $739,578Liabilities 2024: $0Net Assets 2024: $739,5782024

Highlighted filing

2021

Assets$637,745
Liabilities$0
Net Assets$637,745

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1Expenses 2011: $0Net Income 2011: $12011Revenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $1,000,987Expenses 2013: $0Net Income 2013: $1,000,9872013Revenue 2014: $2,519Expenses 2014: $102,980Net Income 2014: -$100,4612014Revenue 2015: $17,683Expenses 2015: $12,890Net Income 2015: $4,7932015Revenue 2016: $18,773Expenses 2016: $33,748Net Income 2016: -$14,9752016Revenue 2017: $42,740Expenses 2017: $64,048Net Income 2017: -$21,3082017Revenue 2018: -$46,222Expenses 2018: $63,524Net Income 2018: -$109,7462018Revenue 2019: $24,636Expenses 2019: $69,419Net Income 2019: -$44,7832019Revenue 2020: $3,253Expenses 2020: $63,207Net Income 2020: -$59,9542020Revenue 2021: $76,722Expenses 2021: $93,357Net Income 2021: -$16,6352021Revenue 2022: $256,705Expenses 2022: $84,390Net Income 2022: $172,3152022Revenue 2023: $164,973Expenses 2023: $213,262Net Income 2023: -$48,2892023Revenue 2024: $117,062Expenses 2024: $138,366Net Income 2024: -$21,3042024

Highlighted filing

2021

Revenue$76,722
Expenses$93,357
Net Income-$16,635
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 16, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN M HERMELINPresident & Trustee-$0--
ARTHUR A WEISSV.P, Treasurer & Trustee-$0--
JOEL S GOLDENSecretary & Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Norbert a Zuckerman Foundation
EIN
45-1657823
Phone
2483513000
Address
27777 FRANKLIN ROAD 2500, SOUTHFIELD, MI 48034

Signing Officer

Name
Arthur a Weiss
Title
VP & Treasurer
Phone
2483513000
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Jaffe Raitt Heuer & Weiss
Address
27777 FRANKLIN ROAD SUITE 2500, SOUTHFIELD, MI 48034-8214
Preparer
Joel S Golden
Phone
2483513000
Raw XML Appendix355 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/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOEL S GOLDEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt027777 FRANKLIN ROAD SUITE 2500
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTHFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd048034
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02483513000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FARBER HEBREW DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FRANKEL JEWISH ACADEMY OF METRO DETROIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YESHIVA BETH YEHUDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02100 WEST TWELVE MILE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16600 WEST MAPLE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt215751 LINCOLN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SOUTHFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WEST BLOOMFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SOUTHFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd048076
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd148322
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd248076
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025985
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt049015
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt073027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt047042
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt049015
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL EXPENSES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04219
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04219
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013951
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013951
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14
TaxesSchedule/TaxesDetail/Amt0183
TaxesSchedule/TaxesDetail/CategoryTxt0FORM 990-PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARTHUR A WEISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02483513000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORBERT A ZUCKERMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NORB
ReturnHeader/Filer/EIN0451657823
ReturnHeader/Filer/PhoneNum02483513000
ReturnHeader/Filer/USAddress/AddressLine1Txt027777 FRANKLIN ROAD 2500
ReturnHeader/Filer/USAddress/CityNm0SOUTHFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381915036
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JAFFE RAITT HEUER & WEISS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027777 FRANKLIN ROAD SUITE 2500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0480348214
ReturnHeader/PreparerPersonGrp/PhoneNum02483513000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL S GOLDEN
ReturnHeader/ReturnTs02022-05-18T12:47:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ARTHUR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEISS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.12$0.14$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.16$0.21$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.26$0.08$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.08$0.09$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.00$0.06$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.02$0.07$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.05$0.06$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.06$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.02$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.02$0.01$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.00$0.10$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.00$0.00$1.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Peer Organizations

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