Phil Zwickler Charitable & Memorial Foundation Tr is a 501(c)(3) organization based in Plainview, New York, registered in 1993, with $17,272 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$17K
▲ 127.6% vs prior year
Expenses (FY2024)
$18K
Net assets
$95K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Phil Zwickler Charitable & Memorial Foundation Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Phil Zwickler Charitable & Memorial Foundation Tr: 62 mo reserves · -6% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Phil Zwickler Charitable & Memorial Foundation Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Phil Zwickler Charitable & Memorial Foundation Tr: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $24K (FY2013) to $17K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-6.2%
Spent more than it raised in the latest fiscal year.
Total assets
$95K
Total liabilities
$0
Net assets
$95K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $17,272▲128% | $18,338▼29.8% | $95,477▼6.2% | $95,477▼6.2% | 990PF |
| 2023 | $7,589▼67.6% | $26,139▲13.1% | $101,740▼15.4% | $101,740▼15.4% | 990PF |
| 2022 | $23,390▲76.1% | $23,118▲41.0% | $120,290▲0.2% | $120,290▲0.2% | 990PF |
| 2021 | $13,284▲64.1% | $16,399▼8.0% | $120,018▼2.5% | $120,018▼2.5% | 990PF |
| 2020 | $8,097▼4.0% | $17,821▲3.7% | $123,089▼9.3% | $123,089▼9.3% | 990PF |
| 2019 | $8,432▼1.4% | $17,182▼6.2% | $135,696▼6.1% | $135,696▼6.1% | 990PF |
| 2018 | $8,548▼83.0% | $18,311▼13.8% | $144,513▼8.3% | $144,513▼8.3% | 990PF |
| 2017 | $50,310▲237% | $21,242▲26.8% | $157,615▲23.3% | $157,615▲23.3% | 990PF |
| 2016 | $14,936▼26.9% | $16,752▼24.4% | $127,852▼1.4% | $127,852▼1.4% | 990PF |
| 2015 | $20,429▲23.2% | $22,167▼7.4% | $129,727▼1.3% | $129,727▼1.3% | 990PF |
| 2014 | $16,584▼30.0% | $23,942▲10.8% | $131,437▼5.5% | $131,437▼5.5% | 990PF |
| 2013 | $23,676 | $21,607▼7.7% | $139,036▲1.1% | $139,036▲1.1% | 990PF |
| 2012 | — | $23,401 | $137,540 | $137,540 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Phil Zwickler Charitable & Memorial Foundation Tr (EIN 11-6413445) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.