Philanthropy & Grantmaking
(T20Z)
990 on File
ZIMMERMAN FAMILY FOUNDATION
Financial strength (30%)
71/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2026
$573K
Total Revenue
$284K
Total Expenses
$6.2M
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
96.7%
Fundraising Efficiency
N/A
Operating Reserve
259.50x
Liability-to-Asset
0.0%
Revenue Diversification
98.4%
Compared with Peers
FY 2026
Compared with 213 similar organizations
(United States, Philanthropy & Grantmaking, $100K–$1M in expenses), FY 2026.
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
|
96.7% | 86.4% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
259.5 mo | 136.4 mo |
P10P90
|
Top quarter |
|
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
|
98.4% | 90.6% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
28.2% | 17.7% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
-5.7% | 9.4% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
50.4% | 11.6% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2026 | $573K | $284K | $6.2M | 96.7% | — |
| 2025 | $447K | $302K | $5.9M | 94.7% | — |
| 2024 | $920K | $2.0M | $5.7M | 99.7% | — |
| 2023 | $240K | $212K | $6.8M | 95.8% | — |
Donor Reviews
Write a ReviewNo reviews yet
Be the first to share your experience with this organization.