Civic Intelligence

Zimmerman Family Foundation

EIN 76-0809632 • Fairfield, IA

PO Box 948Fairfield, IA 52556
Siviq Scores

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

Liabilities / Assets

81st percentile

0.10x

Higher debt load relative to assets than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

1.06x

Higher debt load relative to revenue than 96% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

14th percentile

-66%

Higher net margin than 14% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-4.9%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-85%

Faster revenue growth than 8% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$24,300

Down $1,261 (-4.9%) from 2023

Liabilities

Up

$2,468

Up $268 (+12%) from 2023

Net Assets

Down

$21,832

Down $1,529 (-6.5%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin14th percentile

Revenue

Down

$2,326

Down $13,151 (-85%) from 2023

Expenses

Down

$3,855

Down $2,217 (-37%) from 2023

Net Income

Down

-$1,529

Down $10,934 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$30K$20K$10K$0Assets 2010: $14,887Liabilities 2010: $0Net Assets 2010: $14,8872010Assets 2011: $13,589Liabilities 2011: $12011Assets 2012: $20,994Liabilities 2012: $12012Assets 2013: $19,668Liabilities 2013: $0Net Assets 2013: $19,6682013Assets 2014: $18,441Liabilities 2014: $0Net Assets 2014: $18,4412014Assets 2015: $17,738Liabilities 2015: $0Net Assets 2015: $17,7382015Assets 2016: $16,636Liabilities 2016: $0Net Assets 2016: $16,6362016Assets 2017: $15,805Liabilities 2017: $57Net Assets 2017: $15,7482017Assets 2018: $17,071Liabilities 2018: $0Net Assets 2018: $17,0712018Assets 2019: $15,802Liabilities 2019: $0Net Assets 2019: $15,8022019Assets 2020: $15,261Liabilities 2020: $0Net Assets 2020: $15,2612020Assets 2021: $16,132Liabilities 2021: $0Net Assets 2021: $16,1322021Assets 2022: $15,956Liabilities 2022: $2,000Net Assets 2022: $13,9562022Assets 2023: $25,561Liabilities 2023: $2,200Net Assets 2023: $23,3612023Assets 2024: $24,300Liabilities 2024: $2,468Net Assets 2024: $21,8322024

Highlighted filing

2024

Assets$24,300
Liabilities$2,468
Net Assets$21,832
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$20K$15K$10K$5.0K$0-$5.0KExpenses 2010: $1,8902010Revenue 2011: $45Expenses 2011: $1,342Net Income 2011: -$1,2972011Revenue 2012: $10,224Expenses 2012: $2,820Net Income 2012: $7,4042012Revenue 2013: -$31Expenses 2013: $1,295Net Income 2013: -$1,3262013Revenue 2014: $179Expenses 2014: $1,406Net Income 2014: -$1,2272014Revenue 2015: $977Expenses 2015: $1,906Net Income 2015: -$9292015Revenue 2016: $659Expenses 2016: $1,762Net Income 2016: -$1,1032016Revenue 2017: $453Expenses 2017: $1,341Net Income 2017: -$8882017Revenue 2018: $2,810Expenses 2018: $1,487Net Income 2018: $1,3232018Revenue 2019: $403Expenses 2019: $1,674Net Income 2019: -$1,2712019Revenue 2020: $1,149Expenses 2020: $1,625Net Income 2020: -$4762020Revenue 2021: $2,632Expenses 2021: $1,751Net Income 2021: $8812021Revenue 2022: $1,613Expenses 2022: $3,789Net Income 2022: -$2,1762022Revenue 2023: $15,477Expenses 2023: $6,072Net Income 2023: $9,4052023Revenue 2024: $2,326Expenses 2024: $3,855Net Income 2024: -$1,5292024

Highlighted filing

2024

Revenue$2,326
Expenses$3,855
Net Income-$1,529
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$24,300
Liabilities
$2,468
Net assets
$21,832
Revenue
$2,326
Expenses
$3,855
Net income
-$1,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.3$2.47$21.8$2.33$3.86$1.53
2023Detailed filing. Detailed filing data is available for this year.$25.6$2.20$23.4$15.5$6.07$9.41
2022Detailed filing. Detailed filing data is available for this year.$16.0$2.00$14.0$1.61$3.79$2.18
2021Detailed filing. Detailed filing data is available for this year.$16.1$0.00$16.1$2.63$1.75$0.88
2020Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$1.15$1.63$0.48
2019Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$0.40$1.67$1.27
2018Detailed filing. Detailed filing data is available for this year.$17.1$0.00$17.1$2.81$1.49$1.32
2017Detailed filing. Detailed filing data is available for this year.$15.8$0.06$15.7$0.45$1.34$0.89
2016Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.66$1.76$1.10
2015Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.98$1.91$0.93
2014Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.18$1.41$1.23
2013Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$0.03$1.30$1.33
2012Summary only. Only limited summary data is available for this year.$21.0$0.00$10.2$2.82$7.40
2011Summary only. Only limited summary data is available for this year.$13.6$0.00$0.05$1.34$1.30
2010Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$1.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J JOHNSONPresident-$0--
JOHN E MALLARDVice President-$0--
WILLIAM M DOYLESecretary-$0--
CHRISTOPHER J PODOLLDirector-$0--
SUSAN E CHROMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Zimmerman Family Foundation
EIN
76-0809632
Phone
6414723050
Address
PO BOX 948, FAIRFIELD, IA 52556

Signing Officer

Name
Krystal Owen
Title
President
Phone
6414723050
Signed
2025-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
345 N REID PL STE 400, SIOUX FALLS, SD 57103-7034
Preparer
Laurie Hanson CPA
Phone
6053391999
Raw XML Appendix345 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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01528
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01528
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CLEARLAKE FAMILY OFFICE INC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0617 2ND STREET SUITE D
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PETALUMA
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094952
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd01
IRS990PF/StatementsRegardingActyGrp/PhoneNum04154568324
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/Amt0800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HURRICANE MILTON RESPONSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DIRECT RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06100 WALLACE BECKNELL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093117
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0800
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/AppliedToCurrentYearAmt0402
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01126
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01528
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01505
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01126
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DEDUCTIONS FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & SHIPPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt067
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt067
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER PORTFOLIO INCOME - ZIMMERMAN FAMILY FOUNDATION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0618
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0618
TransfersFrmControlledEntities/TotalAmt00
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/Amt00
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/BusinessName/BusinessNameLine1Txt0ZIMMERMAN FAMILY FOUNDATIONS LLC
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/Desc0NONE
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/EIN0760809634
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/AddressLine1Txt0PO BOX 948
TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/CityNm0FAIRFIELD
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TransfersFrmControlledEntities/TransfersFromControlledEntGrp/USAddress/ZIPCd052556
TransfersToControlledEntities/TotalAmt00
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TransfersToControlledEntities/TransfersToControlledEntGrp/BusinessName/BusinessNameLine1Txt0ZIMMERMAN FAMILY FOUNDATIONS LLC
TransfersToControlledEntities/TransfersToControlledEntGrp/Desc0NONE
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TransfersToControlledEntities/TransfersToControlledEntGrp/USAddress/AddressLine1Txt0PO BOX 948
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TransfersToControlledEntities/TransfersToControlledEntGrp/USAddress/StateAbbreviationCd0IA
TransfersToControlledEntities/TransfersToControlledEntGrp/USAddress/ZIPCd052556
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL OWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06414723050
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZIMMERMAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ZIMM
ReturnHeader/Filer/EIN0760809632
ReturnHeader/Filer/PhoneNum06414723050
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 948
ReturnHeader/Filer/USAddress/CityNm0FAIRFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052556
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0345 N REID PL STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SIOUX FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0571037034
ReturnHeader/PreparerPersonGrp/PhoneNum06053391999
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURIE HANSON CPA
ReturnHeader/ReturnTs02025-08-18T11:50:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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