Erica Zwickel Foundation

Nonprofit profile at a glance

EIN
134253120
IRS 990-EZ coverage
2012–2013
Forms available
Form 990-EZ 2013
Location
Pine Brook, NJ, USA
Phone
9732760886
Rating
45
Verdict
MIXED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Reported finances

Revenue
$6,085
Expenses
$9,256
Assets
$29,459

Source: IRS Form 990-EZ. Selected filing: tax year 2013. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • ALAN ZWICKEL (President)
  • RICHARD ZWICKEL (Vice President)

People named in this filing

  • SUSAN ZWICKEL (Chairman)
  • ALAN ZWICKEL (President)
  • RICHARD ZWICKEL (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2013. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Raising funds for multiple sclerosis research and to aid underprivileged students in their pursuit of education in the arts and music.

What it reported doing in 2013

Golf outings, benefit concerts, and like events that produce donations, sponsorships, and contributions, the proceeds from which are donated in fulfillment of the foundation's exempt purpose.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 17
  • Transparency & Controls: 82
  • Sustainability: 35
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 19.7%; rating input score 20
  • Program expense ratio: 13%; rating input score 13

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -52.1%; rating input score 11; 11th percentile among comparable filings
  • Total-asset coverage ratio: 3.18; rating input score 77; 77th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: -55.4% per year; rating input score 0; 10th percentile among comparable filings
  • Revenue growth: 97.6% per year; rating input score 100; 99th percentile among comparable filings
  • Asset growth: -10.2% per year; rating input score 0; 25th percentile among comparable filings

Details

  • Where the money goes: 19.7% of revenue deployed · 13% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $1K in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2012 to 2013
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 20/100.
  • High — Financial Efficiency: Program expense ratio scored 13/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Sustainability: Operating margin scored 11/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.