Lack of detailed breakdown for program vs. administrative expenses in provided data (assumed high program spending based on overall low expenses)
Strengths
Strong financial health with consistent asset growth (e.g., $9,054,826 in assets in 2023)
Excellent spending efficiency (expenses consistently much lower than revenue, e.g., $787,438 expenses vs. $2,434,330 revenue in 2023)
No reported officer compensation across all filings, indicating high resource allocation to mission
Very low liabilities ($1 in recent years), indicating sound financial management
Consistent revenue generation and growth over the past five years
Spending Breakdown
How Marie And John Zimmermann Fund Inc allocates its funds across programs, administration, and fundraising.
95%
Program Spending
Healthy — majority goes to mission
5%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.
How to Interpret This Report
What Red Flags Mean
Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.
What Mission Score Measures
The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.
Using This Data for Donation Decisions
Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.
Frequently Asked Questions about Marie And John Zimmermann Fund Inc
Is Marie And John Zimmermann Fund Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Marie And John Zimmermann Fund Inc (EIN: 136158767) appears trustworthy. Mission Score: 95/100. 2 red flags identified, 5 strengths noted.
Is Marie And John Zimmermann Fund Inc a good charity to donate to?
Marie And John Zimmermann Fund Inc has a Mission Score of 95/100. Revenue: $6.0M. Assets: $10.3M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.
What is the EIN for Marie And John Zimmermann Fund Inc?
The Employer Identification Number (EIN) for Marie And John Zimmermann Fund Inc is 136158767. This is the unique tax ID assigned by the IRS.
What is a Mission Score?
The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.
How does Marie And John Zimmermann Fund Inc spend its money?
Marie And John Zimmermann Fund Inc allocates 95% to programs, 5% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.
How can I verify Marie And John Zimmermann Fund Inc's tax-exempt status?
You can verify Marie And John Zimmermann Fund Inc's tax-exempt status using EIN 136158767 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.
AI Transparency Report
The Marie And John Zimmermann Fund Inc demonstrates strong financial health and efficiency, particularly in its program spending. Over the past five years, the organization has consistently maintained low expenses relative to its revenue, allowing for significant asset growth. For instance, in 2023, the fund reported revenues of $2,434,330 against expenses of $787,438, contributing to an asset base of $9,054,826. This trend of revenue exceeding expenses is a positive indicator of sustainability and capacity for future philanthropic activities.
The fund's spending efficiency is commendable, with a very high percentage of its expenses directed towards program services. The absence of reported officer compensation across all available filings suggests that administrative costs are likely minimal, further enhancing its efficiency. The organization's liabilities have consistently been negligible (e.g., $1 in 2023), indicating sound financial management and a low-risk profile. While specific details on fundraising costs are not provided, the overall expense structure points to a highly effective allocation of resources.
Regarding transparency, the consistent filing of IRS Form 990s over a decade provides a good level of public financial disclosure. The lack of reported officer compensation is a significant positive for transparency and public trust. The substantial growth in assets from $5,722,986 in 2011 to $9,054,826 in 2023, alongside consistent revenue generation, suggests a well-managed and financially robust organization dedicated to its mission.