Civic Intelligence

The Phyllis & Norman Lipsett Foundation

EIN 23-2185093 • Watchung, NJ

70 Carrar DriveWatchung, NJ 07039
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

68th percentile

19%

Higher net margin than 68% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

1099%

Faster revenue growth than 98% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,774,768

Up $17,242 (+1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,774,768

Up $17,242 (+1.0%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin68th percentile

Revenue

Up

$93,147

Up $85,377 (+1099%) from 2023

Expenses

Down

$75,905

Down $59,480 (-44%) from 2023

Net Income

Up

$17,242

Up $144,857 (+114%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,056,308Liabilities 2011: $02011Assets 2012: $1,921,209Liabilities 2012: $02012Assets 2013: $1,953,841Liabilities 2013: $0Net Assets 2013: $1,953,8412013Assets 2014: $1,957,769Liabilities 2014: $0Net Assets 2014: $1,957,7692014Assets 2015: $1,864,709Liabilities 2015: $0Net Assets 2015: $1,864,7092015Assets 2016: $1,839,045Liabilities 2016: $0Net Assets 2016: $1,839,0452016Assets 2017: $1,839,417Liabilities 2017: $0Net Assets 2017: $1,839,4172017Assets 2018: $1,846,068Liabilities 2018: $0Net Assets 2018: $1,846,0682018Assets 2019: $1,989,551Liabilities 2019: $0Net Assets 2019: $1,989,5512019Assets 2020: $1,858,199Liabilities 2020: $0Net Assets 2020: $1,858,1992020Assets 2021: $1,862,580Liabilities 2021: $0Net Assets 2021: $1,862,5802021Assets 2022: $1,885,141Liabilities 2022: $0Net Assets 2022: $1,885,1412022Assets 2023: $1,757,526Liabilities 2023: $0Net Assets 2023: $1,757,5262023Assets 2024: $1,774,768Liabilities 2024: $0Net Assets 2024: $1,774,7682024

Highlighted filing

2024

Assets$1,774,768
Liabilities$0
Net Assets$1,774,768
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $21,870Expenses 2011: $195,382Net Income 2011: -$173,5122011Revenue 2012: $23,793Expenses 2012: $158,892Net Income 2012: -$135,0992012Expenses 2013: $135,0062013Revenue 2014: $188,363Expenses 2014: $184,435Net Income 2014: $3,9282014Revenue 2015: $21,312Expenses 2015: $114,372Net Income 2015: -$93,0602015Revenue 2016: $72,192Expenses 2016: $97,856Net Income 2016: -$25,6642016Revenue 2017: $89,305Expenses 2017: $88,933Net Income 2017: $3722017Revenue 2018: $117,982Expenses 2018: $111,331Net Income 2018: $6,6512018Revenue 2019: $241,974Expenses 2019: $98,491Net Income 2019: $143,4832019Revenue 2020: $42,740Expenses 2020: $174,092Net Income 2020: -$131,3522020Revenue 2021: $132,757Expenses 2021: $128,376Net Income 2021: $4,3812021Revenue 2022: $137,484Expenses 2022: $114,923Net Income 2022: $22,5612022Revenue 2023: $7,770Expenses 2023: $135,385Net Income 2023: -$127,6152023Revenue 2024: $93,147Expenses 2024: $75,905Net Income 2024: $17,2422024

Highlighted filing

2024

Revenue$93,147
Expenses$75,905
Net Income$17,242
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,774,768
Liabilities
$0
Net assets
$1,774,768
Revenue
$93,147
Expenses
$75,905
Net income
$17,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.09$0.08$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.01$0.14$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.14$0.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.13$0.13$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.04$0.17$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.24$0.10$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.12$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.07$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.02$0.11$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.19$0.18$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.14
2012Summary only. Only limited summary data is available for this year.$1.92$0.00$0.02$0.16$0.14
2011Summary only. Only limited summary data is available for this year.$2.06$0.00$0.02$0.20$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Feb 11, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE LIPSETT-SINGERVice Pres/Se-$0--
BETH BERMANVice Preside-$0--
YALE LIPSETTVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
The Phyllis & Norman Lipsett
EIN
23-2185093
Phone
9083779531
Address
70 CARRAR DRIVE, WATCHUNG, NJ 07039

Signing Officer

Name
Julie Lipsett-singer
Title
Vice Pres/secretary
Phone
9083779531
Signed
2025-02-11

Preparer

Firm
Brown Plus
Address
210 GRANDVIEW AVE, CAMP HILL, PA 17011-1706
Preparer
Julia R Brown
Phone
7177617171
Raw XML Appendix331 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JULIE LIPSETT-SINGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BETH BERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2YALE LIPSETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRES/SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt070 CARRAR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt170 CARRAR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt270 CARRAR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WATCHUNG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WATCHUNG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WATCHUNG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd007039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207039
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt049219
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt049219
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BROWN PLUS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0210 GRANDVIEW AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAMP HILL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd017011
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07177617171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIAL FORM REQUIRED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JULIE LIPSETT-SINGER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09083779531
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt070 CARRAR DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WATCHUNG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd007039
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0SEE SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt070 CARRAR DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WATCHUNG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007039
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045350
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt049219
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0110824
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt037532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt022819
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt037532
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049219
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037532
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024073
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0369
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0738
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0369
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES - M.S.
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022510
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022510
OtherIncomeSchedule2/OtherIncomeDetail/Desc0M.STANLEY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt020750
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt020750
TaxesSchedule/TaxesDetail/Amt0307
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0307
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE LIPSETT-SINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRES/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09083779531
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PHYLLIS & NORMAN LIPSETT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0232185093
ReturnHeader/Filer/PhoneNum09083779531
ReturnHeader/Filer/USAddress/AddressLine1Txt070 CARRAR DRIVE
ReturnHeader/Filer/USAddress/CityNm0WATCHUNG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007039
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251644159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN PLUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 GRANDVIEW AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAMP HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0170111706
ReturnHeader/PreparerPersonGrp/PhoneNum07177617171
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA R BROWN
ReturnHeader/ReturnTs02025-02-17T15:56:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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