TPhilanthropy, Voluntarism & GrantmakingEIN: 831163711· Ruling Year: 2019

Joseph G & Helen I Zimmerman Charitable Trust

Traverse City, Michigan

DHealth Score
32D

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Poor

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org14.06×
Peer Median18.82×
💰
$208K
Total Revenue
📊
$490K
Total Expenses
🏦
$6.9M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+635.6%
Year-over-year change (2022 → 2023)
Net Margin
-136.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
14.06
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

4 filings on record
YearRevenueExpensesAssets
2023$207,717636%$490,3807%$6,893,5784%
2022$28,23990%$526,3431%$7,176,2416%
2021$295,27787%$530,15054%$7,652,0427%
2019$2,333,282$343,479$8,186,032

Frequently Asked Questions

What does Joseph G & Helen I Zimmerman Charitable Trust do?

Joseph G & Helen I Zimmerman Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Michigan. It is classified under NTEE code T22 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Joseph G & Helen I Zimmerman Charitable Trust financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Joseph G & Helen I Zimmerman Charitable Trust.

How much revenue does Joseph G & Helen I Zimmerman Charitable Trust generate?

Revenue data for Joseph G & Helen I Zimmerman Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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Joseph G & Helen I Zimmerman Charitable Trust — Traverse City, MI | GiveScope