ZERBST CHARLES IRREV CHARITABLE TR

EIN: 812918786 501(c)(3) Education

TAMPA, FL

Total Revenue
$43,571
Total Expenses
$30,436
Total Assets
$682,246
Net Assets
$682,246
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
FL
Principal Officer
TODD CORDELL
Phone
8138721216
Tax Period
2025-01-01 to 2025-12-31

ZERBST CHARLES IRREV CHARITABLE TR, founded in 1989, is a micro nonprofit in the Education sector that reported $44K in total revenue in fiscal year 2025. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13K, a strong 30% operating margin.

Mission

TO PROVIDE SUPPORT IN PERPETUITY TO LUTHERAN SERVICES, INC.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $43,571
Other Revenue $0
TOTAL REVENUE $43,571

Expense Breakdown

Grants Paid $21,643
Salaries & Benefits $7,517
Fundraising Expenses $0
Program Expenses $21,643
Other Expenses $1,276
TOTAL EXPENSES $30,436

Year-over-Year Comparison

2025 2024 Change
Revenue $43,571 $30,605 +0.4%
Expenses $30,436 $28,598 +0.1%
Net Income $13,135 $2,007 +5.5%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 002.00
$7,517 $0 $7,517
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 $43,571 $30,436 $682,246 $13,135
2024 $30,605 $28,598 $666,404 $2,007
2023 $21,734 $26,732 $663,826 $-4,998
2022 $26,093 $25,076 $667,368 $1,017
2021 $36,047 $26,011 $665,861 $10,036
2020 $8,410 $24,655 $655,232 $-16,245
Explore More Nonprofits
→Top 100 Nonprofits in Florida →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare ZERBST CHARLES IRREV CHARITABLE TR with other nonprofits in Florida and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.