Marie And John Zimmermann Fund Inc
Marie And John Zimmermann Fund Inc consistently grows assets with minimal expenses and no reported officer compensation.
EIN: 136158767 · New York, NY · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $6.0M |
| Total Expenses | $787K |
| Program Spending | 95% |
| CEO/Top Officer Pay | $9,054,826 |
| Net Assets | $9.1M |
| Transparency Score | 95/100 |
Is Marie And John Zimmermann Fund Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Marie And John Zimmermann Fund Inc directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Marie And John Zimmermann Fund Inc
Marie And John Zimmermann Fund Inc (EIN: 136158767) is a nonprofit organization based in New York, NY. The organization reported total revenue of $6.0M and total assets of $10.3M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Marie And John Zimmermann Fund Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Marie And John Zimmermann Fund Inc is a mid-size nonprofit that has been operating for 82 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 15.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.4M |
| Total Expenses | $787K |
| Surplus / Deficit | +$1.6M |
| Total Assets | $9.1M |
| Total Liabilities | $1 |
| Net Assets | $9.1M |
| Operating Margin | 67.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 138.0 months |
Financial Health Grade: A
In 2023, Marie And John Zimmermann Fund Inc reported a surplus of $1.6M with revenue exceeding expenses, holds 138.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Marie And John Zimmermann Fund Inc's revenue has grown at a compound annual growth rate (CAGR) of 15.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +54.4% | +34.8% | +21.8% |
| 2022 | -1.4% | +5.4% | +5.1% |
| 2021 | +16.5% | +22.6% | +17.3% |
| 2020 | +424.0% | -23.5% | +18.0% |
| 2019 | -64.3% | +26.5% | -8.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 1944 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Marie And John Zimmermann Fund Inc with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, Marie And John Zimmermann Fund Inc allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $1.6M, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The organization reports 0% officer compensation across all available filings, indicating that no salaries are paid to its officers, which is highly unusual for an organization of its asset size ($9,054,826 in 2023) and revenue ($2,434,330 in 2023). This suggests a volunteer-led or externally managed structure for executive functions.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Marie And John Zimmermann Fund Inc's IRS 990 filings:
- NTEE Code Unknown (limits detailed programmatic analysis)
- Lack of detailed breakdown for program vs. administrative expenses in provided data (assumed high program spending based on overall low expenses)
Strengths
The following positive indicators were identified for Marie And John Zimmermann Fund Inc:
- 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
Frequently Asked Questions about Marie And John Zimmermann Fund Inc
Is Marie And John Zimmermann Fund Inc a legitimate charity?
Marie And John Zimmermann Fund Inc (EIN: 136158767) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 95/100. It has 10 years of IRS 990 filings on record. Total revenue: $6.0M. 2 red flags identified. 5 strengths noted. Financial health grade: A.
How does Marie And John Zimmermann Fund Inc spend its money?
Marie And John Zimmermann Fund Inc directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Marie And John Zimmermann Fund Inc tax-deductible?
Marie And John Zimmermann Fund Inc is registered as a tax-exempt nonprofit (EIN: 136158767). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Marie And John Zimmermann Fund Inc CEO make?
Marie And John Zimmermann Fund Inc's highest-compensated officer earns $9,054,826 annually. The organization reported $6.0M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
Where is Marie And John Zimmermann Fund Inc located?
Marie And John Zimmermann Fund Inc is headquartered in New York, New York and files with the IRS under EIN 136158767.
How many years of IRS 990 filings does Marie And John Zimmermann Fund Inc have?
Marie And John Zimmermann Fund Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $6.0M in total revenue.
Is Marie And John Zimmermann Fund Inc a good charity?
Based on its financial data, the Marie And John Zimmermann Fund Inc appears to be a very good charity. It demonstrates excellent financial health, high spending efficiency with minimal expenses relative to revenue, and no reported officer compensation, suggesting a strong commitment to its mission.
How has the organization's financial health changed over time?
The organization's financial health has significantly improved over time. Assets have grown from $5,722,986 in 2011 to $9,054,826 in 2023, and revenue has seen substantial increases, particularly in recent years, from $425,304 in 2011 to $2,434,330 in 2023, while expenses have remained relatively low.
What is the organization's approach to executive compensation?
The organization's approach to executive compensation is highly conservative, reporting 0% officer compensation in all available filings. This indicates that executive leadership is either entirely volunteer-based or compensated through other means not classified as officer compensation on the 990.
Filing History
IRS 990 filing history for Marie And John Zimmermann Fund Inc showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Marie And John Zimmermann Fund Inc's revenue has grown by 472.4%, moving from $425K to $2.4M. Total assets increased by 58.2% over the same period, from $5.7M to $9.1M. Total functional expenses rose by 118.9%, from $360K to $787K. In its most recent filing year (2023), Marie And John Zimmermann Fund Inc reported a surplus of $1.6M, with revenue exceeding expenses. The organization holds $1 in liabilities against $9.1M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $9.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.4M | $787K | $9.1M | $1 | — | — |
| 2022 | $1.6M | $584K | $7.4M | $1 | — | View 990 |
| 2021 | $1.6M | $554K | $7.1M | $1 | — | View 990 |
| 2020 | $1.4M | $452K | $6.0M | $1 | — | — |
| 2019 | $262K | $591K | $5.1M | $1 | — | — |
| 2015 | $734K | $468K | $5.6M | $1 | — | View 990 |
| 2014 | $290K | $454K | $5.4M | $1 | — | View 990 |
| 2013 | $351K | $443K | $5.5M | $4 | — | View 990 |
| 2012 | $313K | $401K | $5.6M | $4 | — | View 990 |
| 2011 | $425K | $360K | $5.7M | $5 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.4M, expenses of $787K, and assets of $9.1M (revenue +54.4% year-over-year).
- 2022: Revenue of $1.6M, expenses of $584K, and assets of $7.4M (revenue -1.4% year-over-year).
- 2021: Revenue of $1.6M, expenses of $554K, and assets of $7.1M (revenue +16.5% year-over-year).
- 2020: Revenue of $1.4M, expenses of $452K, and assets of $6.0M (revenue +424.0% year-over-year).
- 2019: Revenue of $262K, expenses of $591K, and assets of $5.1M (revenue -64.3% year-over-year).
- 2015: Revenue of $734K, expenses of $468K, and assets of $5.6M (revenue +153.1% year-over-year).
- 2014: Revenue of $290K, expenses of $454K, and assets of $5.4M (revenue -17.4% year-over-year).
- 2013: Revenue of $351K, expenses of $443K, and assets of $5.5M (revenue +12.4% year-over-year).
- 2012: Revenue of $313K, expenses of $401K, and assets of $5.6M (revenue -26.5% year-over-year).
- 2011: Revenue of $425K, expenses of $360K, and assets of $5.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Marie And John Zimmermann Fund Inc:
Data Sources and Methodology
This transparency report for Marie And John Zimmermann Fund Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.