Civic Intelligence

The Phyllis & Norman Lipsett Foundation

990PF • Fiscal year 2013 • EIN 23-2185093

Sep 01, 2012 to Aug 31, 2013 • Filed on Jul 10, 2014

Organization Profile
14 Island DriveSuite33436
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

50th percentile

1.7%

Faster asset growth than 50% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,953,841

Up $32,632 (+1.7%) from 2012

Net Assets

$1,953,841

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$135,006

Down $23,886 (-15%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$1,953,841
Liabilities$0
Net Assets$1,953,841
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue-
Expenses$135,006
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Jul 10, 2014
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN LIPSETTPresident-$0--
PHYLLIS LIPSETTVice President/Secretary-$0--
JULIE LIPSETT-SINGERVice President-$0--
Beth BermanVice President-$0--
Yale LipsettVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULEsee attached schedulesee attached schedulboynton beach, FL, US$106,096
Filing and Contact Details

Filer

EIN
23-2185093
Raw XML AppendixShowing 400 of 415 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.

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0NORMAN LIPSETT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PHYLLIS LIPSETT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JULIE LIPSETT-SINGER
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Yale Lipsett
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT/secretary
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Vice President
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IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIAL FORM REQUIRED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientEmailAddress0[email protected]
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Norman Lipsett
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1014 island drive
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0boynton beach
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode033436
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0106096
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0see attached schedule
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0see attached schedul
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1014 island drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0boynton beach
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033436
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0106096
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0103470
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0103470
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1036954
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2061587
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3015618
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40107413
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0226842
IRS990PF/UndistributedIncome/ExcessFromCurrentYear05270
IRS990PF/UndistributedIncome/ExcessFromYear1036954
IRS990PF/UndistributedIncome/ExcessFromYear2061587
IRS990PF/UndistributedIncome/ExcessFromYear3015618
IRS990PF/UndistributedIncome/ExcessFromYear40107413
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
IRS990PF/UndistributedIncome/PriorYear302008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0108740
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus05270
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0226842
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0221572
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/Description2IDC
OtherExpensesSchedule/OtherExpenses/Description3PORTFOLIO DEDUCTIONS (K-1)
OtherExpensesSchedule/OtherExpenses/Description4DEPLETION (K-1)
OtherExpensesSchedule/OtherExpenses/Description5ENBRIDGE ORD LOSS (K-1)
OtherExpensesSchedule/OtherExpenses/Description6ENERGY TRS ORD LOSS (K-1)
OtherExpensesSchedule/OtherExpenses/Description7CVR LP ORD LOSS (K-1)
OtherExpensesSchedule/OtherExpenses/Description8KINDER MORGAN ORD LOSS (K-1)
OtherExpensesSchedule/OtherExpenses/Description9ORD 1231 LOSS (K-1S)
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps09
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0785
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome115139
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2177
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome338
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome4599
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome51559
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome61963
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome7919
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome81582
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome9117
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0794
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks115139
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2177
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks338
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4599
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks51559
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks61963
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks7919
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks81582
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks9117
OtherIncomeSchedule2/OtherIncome/Description0Brookfield Infrastructure-other income
OtherIncomeSchedule2/OtherIncome/Description1Chesapeake Granite-other income
OtherIncomeSchedule2/OtherIncome/Description2CVR Partners LP-rental income
OtherIncomeSchedule2/OtherIncome/Description3Chesapeake Granite-royalty income
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome038
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome155
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome21
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome3701
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks038
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks155
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks21
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks3701
TaxesSchedule/Taxes/Amount0318
TaxesSchedule/Taxes/Category0FOREIGN TAX WITHHELD
TaxesSchedule/Taxes/NetInvestmentIncome0318
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0232185093
ReturnHeader/Filer/InCareOfName0% BROWN SCHULTZ SHERIDAN & FRI
ReturnHeader/Filer/Name/BusinessNameLine10The Phyllis & Norman Lipsett Foundation
ReturnHeader/Filer/NameControl0PHYL
ReturnHeader/Filer/Phone05617324228
ReturnHeader/Filer/USAddress/AddressLine1014 Island Drive
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0Boynton Beach
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033436
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-07-10
ReturnHeader/Officer/Name0Norman Lipsett

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,953,841
Liabilities
$0
Net assets
$1,953,841
Revenue
-
Expenses
$135,006
Net income
-
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