Zimmerli Foundation Inc (EIN 571018476) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Phone

8645820138

Tax Period

2024-01-01 to 2024-12-31

Zimmerli Foundation Inc, founded in 1994, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $26K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $101K exceeded revenue, resulting in a 290% operating deficit.

Mission

Charitable and philanthropic endeavors in support of and in conjunction with the Spartanburg county foundation.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $25,966

Other Revenue $0

TOTAL REVENUE $25,966

Expense Breakdown

Grants Paid $82,646

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,646

Other Expenses $18,566

TOTAL EXPENSES $101,212

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,966	$23,441	+0.1%
Expenses	$101,212	$106,936	-0.1%
Net Income	$-75,246	$-83,495	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$245,029

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHY ZIMMERLI WOFFORD	CHAIRWOMAN	1.0	Officer Director	$0	$0	$0
KROGER BRADFORD	DIRECTOR & SECRETARY	1.0	Officer Director	$0	$0	$0
MARK ZIMMERLI	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
NELLY ZIMMERLI	PRESIDENT	1.0	Officer Director	$0	$0	$0
KURT ZIMMERLI	CHAIRMAN EMERITUS (DECEASED)	1.0	Director	$0	$0	$0
TROY HANNA	DIRECTOR	1.0	Director	$0	$44,976	$245,029
WILLIAM BARNET III	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM M COKER	DIRECTOR	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$25,966	$101,212	$3,715,880	$-75,246
2023	$23,441	$106,936	$3,398,681	$-83,495
2022	$521,833	$87,132	$3,111,168	$434,701
2021	$200,076	$75,673	$3,401,658	$124,403
2020	$10,233	$81,031	$2,951,009	$-70,798
2019	$67,834	$67,203	$2,755,941	$631
2018	$12,281	$75,410	$715,991	$-63,129

Zimmerli Foundation Inc