Civic Intelligence

Zimmerli Foundation Inc

EIN 57-1018476 • 501(c)3 • Spartanburg, SC

Profile

Charitable and philanthropic endeavors in support of and in conjunction with the Spartanburg county foundation.

424 E Kennedy StreetSpartanburg, SC 29302

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-290%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

9.3%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

11%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$3,715,880

Up $317,199 (+9.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,715,880

Up $317,199 (+9.3%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin1st percentile

Revenue

Up

$25,966

Up $2,525 (+11%) from 2023

Expenses

Down

$101,212

Down $5,724 (-5.4%) from 2023

Net Income

Up

-$75,246

Up $8,249 (+9.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $901,011Liabilities 2010: $0Net Assets 2010: $901,0112010Assets 2011: $784,712Liabilities 2011: $0Net Assets 2011: $784,7122011Assets 2012: $781,175Liabilities 2012: $0Net Assets 2012: $781,1752012Assets 2013: $1,178,455Liabilities 2013: $0Net Assets 2013: $1,178,4552013Assets 2014: $982,222Liabilities 2014: $0Net Assets 2014: $982,2222014Assets 2015: $742,096Liabilities 2015: $0Net Assets 2015: $742,0962015Assets 2016: $727,876Liabilities 2016: $0Net Assets 2016: $727,8762016Assets 2017: $835,241Liabilities 2017: $0Net Assets 2017: $835,2412017Assets 2018: $715,991Liabilities 2018: $0Net Assets 2018: $715,9912018Assets 2019: $2,755,941Liabilities 2019: $0Net Assets 2019: $2,755,9412019Assets 2020: $2,951,009Liabilities 2020: $0Net Assets 2020: $2,951,0092020Assets 2021: $3,401,658Liabilities 2021: $0Net Assets 2021: $3,401,6582021Assets 2022: $3,111,168Liabilities 2022: $0Net Assets 2022: $3,111,1682022Assets 2023: $3,398,681Liabilities 2023: $0Net Assets 2023: $3,398,6812023Assets 2024: $3,715,880Liabilities 2024: $0Net Assets 2024: $3,715,8802024

Highlighted filing

2024

Assets$3,715,880
Liabilities$0
Net Assets$3,715,880
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $124,0732010Expenses 2011: $81,6042011Expenses 2012: $92,9872012Revenue 2013: $370,910Expenses 2013: $66,760Net Income 2013: $304,1502013Revenue 2014: $21,045Expenses 2014: $231,412Net Income 2014: -$210,3672014Revenue 2015: $14,113Expenses 2015: $228,973Net Income 2015: -$214,8602015Revenue 2016: $39,677Expenses 2016: $80,592Net Income 2016: -$40,9152016Revenue 2017: $110,035Expenses 2017: $82,918Net Income 2017: $27,1172017Revenue 2018: $12,281Expenses 2018: $75,410Net Income 2018: -$63,1292018Revenue 2019: $67,834Expenses 2019: $67,203Net Income 2019: $6312019Revenue 2020: $10,233Expenses 2020: $81,031Net Income 2020: -$70,7982020Revenue 2021: $200,076Expenses 2021: $75,673Net Income 2021: $124,4032021Revenue 2022: $521,833Expenses 2022: $87,132Net Income 2022: $434,7012022Revenue 2023: $23,441Expenses 2023: $106,936Net Income 2023: -$83,4952023Revenue 2024: $25,966Expenses 2024: $101,212Net Income 2024: -$75,2462024

Highlighted filing

2024

Revenue$25,966
Expenses$101,212
Net Income-$75,246
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,715,880
Liabilities
$0
Net assets
$3,715,880
Revenue
$25,966
Expenses
$101,212
Net income
-$75,246
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.03$0.10$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.02$0.11$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.52$0.09$0.43
2021Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.20$0.08$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.01$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.07$0.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.01$0.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.11$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.04$0.08$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.01$0.23$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.23$0.21
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.37$0.07$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 16, 2025
Return Version
2024v5.1
Gross Receipts
$26,518
Mission and Program Overview

Mission

Charitable and philanthropic endeavors in support of and in conjuction with the spartanburg county foundation.

Charitable and philanthropic endeavors in support of and in conjunction with the Spartanburg county foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,337,603$1,382,005▲ $44,402
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,398,681$3,715,880▲ $317,199
Other Assets Total$2,061,078$2,333,875▲ $272,797
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,398,681$3,715,880▲ $317,199
Total Net Assets Fund Balance$3,398,681$3,715,880▲ $317,199
Total Liabilities and Net Assets / Fund Balance$3,398,681$3,715,880▲ $317,199

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,333,875--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Kurt ZimmerliChairman Emeritus (deceased)
Kathy Zimmerli WoffordChairwoman
Nelly ZimmerliPresident
Mark ZimmerliVice President
Troy HannaDirector
William Barnet IiiDirector
William M CokerDirector
Kroger BradfordDirector & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$25,966
Other Revenue
$0
Change in Net Assets
$-75,246

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$82,646
Other Expenses$18,566
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$82,646--$82,646
Fees for Services Management-$18,566-$18,566
Total Functional Expenses$82,646$18,566$0$101,212

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Other Expense Adjustments$0
Total Expenses per Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spartanburg PhilharmonicSpartanburg, SC501(c)(3)General Support$37,500
Converse UniversitySpartanburg, SC501(c)(3)General Support$15,000
First Presbyterian Church SpartanburgSpartanburg, SC501(c)(3)General Support$7,500
St Jude Children's Research HospitalMemphis, TN501(c)(3)General Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

“Kurt Zimmerli, Nelly Zimmerli, Kathy Z Wofford, and Mark Zimmerli - Family relationship”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“Copy of form 990 and attachments are given to all trustees for their review prior to filing. The return is reviewed by the president of spartanburg county foundation and a principal trustee of the Zimmerli foundation, who signs the return.”

Form 990, Part VI, Line 19 Required documents available to the public

“Upon request, the financial statements and form 990 are available for inspections at the office of Spartanburg county foundation, 424 E Kennedy street, Spartanburg, sc 29302, telephone 864-582-0138, between the hours of 9AM and 5PM, Monday through Friday.”

Filing and Contact Details

Filer

Filer Name
Zimmerli Foundation Inc
EIN
57-1018476
Phone
8645820138
Address
424 E Kennedy Street, Spartanburg, SC 29302

Signing Officer

Name
Kathy Zimmerli Wofford
Title
Chairwoman
Phone
8645820138
Signed
2025-07-16
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Sc
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“change in value of split interest agreements - 272797;”

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The Foundation has been recognized by the Internal Revenue Service as a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code (IRC) and is exempt from federal income taxes pursuant to Section 509(a)(2) of the Internal Revenue Code. Accordingly, no provision for income taxes is included in the accompanying combined financial statements. The Foundation has determined that it does not have any material unrecognized tax benefits or obligations as of December 31, 2024.”

Raw XML AppendixShowing 400 of 487 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Spartanburg County Foundation
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt00
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Beneficial Interest in Trusts
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IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation has been recognized by the Internal Revenue Service as a charitable organization as described in Section 501(c)(3) of the Internal Revenue Code (IRC) and is exempt from federal income taxes pursuant to Section 509(a)(2) of the Internal Revenue Code. Accordingly, no provision for income taxes is included in the accompanying combined financial statements. The Foundation has determined that it does not have any material unrecognized tax benefits or obligations as of December 31, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02333875
IRS990ScheduleD/TotalExpensesPerForm990Amt00
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt00
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IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt237500
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Converse University
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1First Presbyterian Church Spartanburg
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Spartanburg Philharmonic
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3St Jude Children's Research Hospital
IRS990ScheduleI/RecipientTable/RecipientEIN0570314380
IRS990ScheduleI/RecipientTable/RecipientEIN1570314439
IRS990ScheduleI/RecipientTable/RecipientEIN2570485556
IRS990ScheduleI/RecipientTable/RecipientEIN3620646012
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0580 E Main St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1393 E Main St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2200 E St John St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3262 Danny Thomas Place
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Spartanburg
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Spartanburg
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Spartanburg
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Memphis
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2SC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd029302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd129302
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd229306
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd338105
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Supporting organization grants are first approved by the board of the supporting organization. Grants are further reviewed by The Spartanburg County Foundation to determine that the grantee organization is exempt under 501(c)(3), or qualifies as a church or as a governmental agency. If the grantee meets one of these requirements, the grant is approved without further monitoring. If not, the grant is denied. The Spartanburg County Foundation Board of Trustees reviews grants at their regularly scheduled meetings.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
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IRS990ScheduleI/TotalOtherOrgCnt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Kurt Zimmerli, Nelly Zimmerli, Kathy Z Wofford, and Mark Zimmerli - Family relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copy of form 990 and attachments are given to all trustees for their review prior to filing. The return is reviewed by the president of spartanburg county foundation and a principal trustee of the Zimmerli foundation, who signs the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon request, the financial statements and form 990 are available for inspections at the office of Spartanburg county foundation, 424 E Kennedy street, Spartanburg, sc 29302, telephone 864-582-0138, between the hours of 9AM and 5PM, Monday through Friday.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3change in value of split interest agreements - 272797;
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2 Family/business relationships amongst interested persons
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9 Other changes in net assets or fund balances
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Spartanburg County Foundation
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0424 E Kennedy Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Spartanburg
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