Zimmel Family Foundation

Zimmel Family Foundation shows fluctuating revenue and significant grantmaking activity with no officer compensation.

EIN: 133596015 · Stamford, CT · Updated: 2026-03-28

$1.7MRevenue
$7.2MAssets
85/100Mission Score (Excellent)

Is Zimmel Family Foundation Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Zimmel Family Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Zimmel Family Foundation

Zimmel Family Foundation (EIN: 133596015) is a nonprofit organization based in Stamford, CT. The organization reported total revenue of $1.7M and total assets of $7.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Zimmel Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

34Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Zimmel Family Foundation is a mid-size nonprofit that has been operating for 34 years, with 10 years of IRS 990 filings on record (2012–2024). Revenue has grown at a compound annual rate of 7.5%.

Key Financial Metrics (2024)

From the most recent IRS 990 filing on record:

Total Revenue$197K
Total Expenses$1.0M
Surplus / Deficit$-824,701
Total Assets$7.8M
Total Liabilities$1
Net Assets$7.8M
Operating Margin-419.3%
Debt-to-Asset Ratio0.0%
Months of Reserves92.0 months

Financial Health Grade: B

In 2024, Zimmel Family Foundation reported a deficit of $825K with expenses exceeding revenue, holds 92.0 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 (2012–2024), Zimmel Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 7.5%.

YearRevenue ChangeExpense ChangeAsset Change
2024+3493.1%-11.7%-7.8%
2023-99.7%+294.4%-13.4%
2022+89.7%+52.8%+16.6%
2021-30.6%-53.9%+13.0%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1992

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Zimmel Family Foundation exhibits a fluctuating financial profile, typical of a private family foundation primarily focused on grantmaking rather than direct program delivery. Over the past three years, the foundation has shown significant variability in revenue, ranging from a low of $5,474 in 2023 to a high of $2,135,661 in 2022. Expenses have also varied widely, with the most recent filing (202407) showing expenses of $1,021,390 against revenues of $196,689, indicating a year where grants likely exceeded incoming contributions. The foundation consistently reports minimal liabilities ($1), suggesting a strong balance sheet and no significant debt burden. Given that this is a family foundation, the absence of officer compensation is expected and contributes to a lean operational structure. The primary financial activity appears to be the distribution of funds, which aligns with the purpose of a grantmaking foundation. While specific program spending percentages are not detailed in the provided summary, the overall financial health appears stable with substantial assets ($7,834,180 in 202407) relative to its operational scale. Transparency is generally good through its 990 filings, though a more detailed breakdown of grant recipients would offer greater insight into its programmatic impact.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Zimmel 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

According to IRS 990 filings, Zimmel Family Foundation 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 (2024)

From the most recent IRS 990 filing on record:

$197KTotal Revenue
$1.0MTotal Expenses
$7.8MTotal Assets
$1Total Liabilities
$7.8MNet Assets

Executive Compensation Analysis

Officer compensation is consistently reported as 0% across all filings, which is typical for a family foundation where administrative functions may be handled by volunteers or through other means, indicating a highly efficient use of funds for its stated purpose.

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.

Strengths

The following positive indicators were identified for Zimmel Family Foundation:

Frequently Asked Questions about Zimmel Family Foundation

Is Zimmel Family Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, Zimmel Family Foundation (EIN: 133596015) appears legitimate. Mission Score: 85/100. 0 red flags identified, 4 strengths noted.

How does Zimmel Family Foundation spend its money?

Zimmel Family Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Zimmel Family Foundation tax-deductible?

Zimmel Family Foundation is registered as a tax-exempt nonprofit (EIN: 133596015). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Zimmel Family Foundation a good charity?

Based on the available data, the Zimmel Family Foundation appears to be a well-managed grantmaking organization. It consistently reports 0% officer compensation and maintains minimal liabilities, suggesting that its assets are primarily directed towards its mission through grants. Its financial stability, with assets of $7,834,180 in 202407, further supports its capacity to fulfill its philanthropic goals.

What is the primary activity of the Zimmel Family Foundation?

The primary activity of the Zimmel Family Foundation appears to be grantmaking, as evidenced by its fluctuating expenses, which often exceed revenue in specific years (e.g., 202407 expenses of $1,021,390 vs. revenue of $196,689), indicating distributions from its asset base.

How stable is the Zimmel Family Foundation financially?

The Zimmel Family Foundation demonstrates financial stability with substantial assets, reaching $7,834,180 in 202407, and consistently reporting minimal liabilities ($1). While revenue fluctuates, its asset base provides a strong foundation for its ongoing operations and grantmaking.

Filing History

IRS 990 filing history for Zimmel Family Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2012–2024), Zimmel Family Foundation's revenue has grown by 137.6%, moving from $83K to $197K. Total assets increased by 184% over the same period, from $2.8M to $7.8M. Total functional expenses rose by 334.1%, from $235K to $1.0M. In its most recent filing year (2024), Zimmel Family Foundation reported a deficit of $825K, with expenses exceeding revenue. The organization holds $1 in liabilities against $7.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $7.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2024 $197K $1.0M $7.8M $1
2023 $5K $1.2M $8.5M $1 View 990
2022 $2.1M $293K $9.8M $1 View 990
2021 $1.1M $192K $8.4M $1 View 990
2020 $1.6M $417K $7.4M $1 View 990
2016 $-39,587 $266K $3.6M $1 View 990
2015 $17K $278K $3.7M $1 View 990
2014 $1.1M $119K $3.8M $1 View 990
2013 $600K $78K $3.2M $1 View 990
2012 $83K $235K $2.8M $1 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Zimmel Family Foundation:

2024 Filing 2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Zimmel 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.

Other Nonprofits in Connecticut

Explore more nonprofits based in Connecticut with AI-powered transparency reports.

View all Connecticut nonprofits →

Related Nonprofits

Browse by State