The Lynn And Robert Zimmer Family Foundation
The Lynn And Robert Zimmer Family Foundation maintains over $1.2 million in assets with no officer compensation.
EIN: 137222579 · Greenwich, CT · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $392K |
| Total Expenses | $136K |
| Program Spending | 90% |
| Net Assets | $1.2M |
| Transparency Score | 85/100 |
Is The Lynn And Robert Zimmer Family Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The Lynn And Robert Zimmer Family Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The Lynn And Robert Zimmer Family Foundation
The Lynn And Robert Zimmer Family Foundation (EIN: 137222579) is a nonprofit organization based in Greenwich, CT, classified under NTEE code T20. The organization reported total revenue of $392K and total assets of $1.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Lynn And Robert Zimmer Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Lynn And Robert Zimmer Family Foundation is a small nonprofit that has been operating for 26 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $119K |
| Total Expenses | $136K |
| Surplus / Deficit | $-17,490 |
| Total Assets | $1.2M |
| Total Liabilities | $1 |
| Net Assets | $1.2M |
| Operating Margin | -14.7% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 106.8 months |
Financial Health Grade: B
In 2023, The Lynn And Robert Zimmer Family Foundation reported a deficit of $17K with expenses exceeding revenue, holds 106.8 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), The Lynn And Robert Zimmer Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 4.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -16.9% | +56.1% | -1.4% |
| 2022 | -47.7% | -25.1% | +4.7% |
| 2021 | +300.8% | +117.2% | +15.4% |
| 2020 | +0.5% | -38.2% | +1.4% |
| 2019 | -6.2% | +33.9% | -10.0% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2000 |
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 The Lynn And Robert Zimmer Family Foundation with a Mission Score of 85 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: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, The Lynn And Robert Zimmer Family Foundation allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% 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 deficit of $17K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
There is no officer compensation reported across all available filings, indicating that the foundation operates without paid executive staff, which is common for smaller family foundations and contributes to lower administrative overhead.
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 The Lynn And Robert Zimmer Family Foundation's IRS 990 filings:
- Expenses exceeded revenue in the most recent filing period (202312), leading to a slight draw on assets.
Strengths
The following positive indicators were identified for The Lynn And Robert Zimmer Family Foundation:
- Consistent asset base over $1 million, indicating financial stability.
- No officer compensation reported, suggesting efficient use of funds for its charitable purpose.
- Low liabilities across all reported periods, often just $1, indicating strong financial management.
- Stable financial history with 10 years of filings available for review.
Frequently Asked Questions about The Lynn And Robert Zimmer Family Foundation
Is The Lynn And Robert Zimmer Family Foundation a legitimate charity?
The Lynn And Robert Zimmer Family Foundation (EIN: 137222579) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $392K. 1 red flag identified. 4 strengths noted. Financial health grade: B.
How does The Lynn And Robert Zimmer Family Foundation spend its money?
The Lynn And Robert Zimmer Family Foundation directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to The Lynn And Robert Zimmer Family Foundation tax-deductible?
The Lynn And Robert Zimmer Family Foundation is registered as a tax-exempt nonprofit (EIN: 137222579). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does The Lynn And Robert Zimmer Family Foundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), The Lynn And Robert Zimmer Family Foundation is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is The Lynn And Robert Zimmer Family Foundation located?
The Lynn And Robert Zimmer Family Foundation is headquartered in Greenwich, Connecticut and files with the IRS under EIN 137222579. It is classified under NTEE code T20.
How many years of IRS 990 filings does The Lynn And Robert Zimmer Family Foundation have?
The Lynn And Robert Zimmer Family Foundation 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 $392K in total revenue.
What is the primary purpose of The Lynn And Robert Zimmer Family Foundation?
Based on the NTEE code T20 (Private Grantmaking Foundations) and the financial data, the primary purpose is likely to make grants to other charitable organizations or individuals, rather than direct program services.
How has the foundation's asset base changed over time?
The foundation's assets have remained relatively stable, fluctuating around the $1.1 million to $1.2 million mark over the past decade, with the latest reported assets at $1,201,348.
Does the foundation consistently spend more than it earns?
No, not consistently. While expenses exceeded revenue in some periods (e.g., 202312 with $136,207 expenses vs. $118,717 revenue, and 201912 with $86,807 expenses vs. $67,837 revenue), in other years like 202212, revenue ($142,815) significantly exceeded expenses ($87,275).
Filing History
IRS 990 filing history for The Lynn And Robert Zimmer Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), The Lynn And Robert Zimmer Family Foundation's revenue has grown by 63.5%, moving from $73K to $119K. Total assets decreased by 5.9% over the same period, from $1.3M to $1.2M. Total functional expenses fell by 40.2%, from $228K to $136K. In its most recent filing year (2023), The Lynn And Robert Zimmer Family Foundation reported a deficit of $17K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.2M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $119K | $136K | $1.2M | $1 | — | — |
| 2022 | $143K | $87K | $1.2M | $1 | — | View 990 |
| 2021 | $273K | $116K | $1.2M | $1 | — | View 990 |
| 2020 | $68K | $54K | $1.0M | $1 | — | — |
| 2019 | $68K | $87K | $1.0M | $1 | — | — |
| 2015 | $72K | $65K | $1.1M | $1 | — | View 990 |
| 2014 | $71K | $115K | $1.1M | $1 | — | View 990 |
| 2013 | $68K | $155K | $1.2M | $1 | — | View 990 |
| 2012 | $38K | $195K | $1.1M | $0 | — | View 990 |
| 2011 | $73K | $228K | $1.3M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $119K, expenses of $136K, and assets of $1.2M (revenue -16.9% year-over-year).
- 2022: Revenue of $143K, expenses of $87K, and assets of $1.2M (revenue -47.7% year-over-year).
- 2021: Revenue of $273K, expenses of $116K, and assets of $1.2M (revenue +300.8% year-over-year).
- 2020: Revenue of $68K, expenses of $54K, and assets of $1.0M (revenue +0.5% year-over-year).
- 2019: Revenue of $68K, expenses of $87K, and assets of $1.0M (revenue -6.2% year-over-year).
- 2015: Revenue of $72K, expenses of $65K, and assets of $1.1M (revenue +1.3% year-over-year).
- 2014: Revenue of $71K, expenses of $115K, and assets of $1.1M (revenue +4.4% year-over-year).
- 2013: Revenue of $68K, expenses of $155K, and assets of $1.2M (revenue +78.9% year-over-year).
- 2012: Revenue of $38K, expenses of $195K, and assets of $1.1M (revenue -47.3% year-over-year).
- 2011: Revenue of $73K, expenses of $228K, and assets of $1.3M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Lynn And Robert Zimmer Family Foundation:
Data Sources and Methodology
This transparency report for The Lynn And Robert Zimmer Family Foundation 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.