Philanthropy & Grantmaking
(T90)
990 on File
WILLIAM D ZIMMERMAN CHARITABLE TR
Financial strength (30%)
87/100
Reliability (20%)
40/100
Effectiveness (25%)
41/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2024
$38K
Total Revenue
$28K
Total Expenses
$506K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
68.2%
Fundraising Efficiency
N/A
Operating Reserve
213.33x
Liability-to-Asset
0.0%
Revenue Diversification
76.1%
Executive Compensation
$9K
Compared with Peers
FY 2024
Compared with 21,182 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2024.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
68.2% | 86.8% |
P10P90
|
Below median |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
213.3 mo | 122.3 mo |
P10P90
|
Above median |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
0.0% | 0.0% |
P10P90
|
Top quarter |
|
Revenue concentration
Share of revenue from the largest source
· lower is better
|
76.1% | 94.5% |
P10P90
|
Above median |
|
Revenue growth
Year over year revenue growth
|
18.6% | 9.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-6.1% | 0.1% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
24.2% | 7.1% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2024 | $38K | $28K | $506K | 68.2% | — |
| 2023 | $32K | $30K | $497K | 62.4% | — |
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