Civic Intelligence

Marc and Jennifer Lipschultz Family Foundation

990PF • Fiscal year 2015 • EIN 45-2258060

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 04, 2016

Organization Profile
C/O Kkr Financial Services CO LlcNew York, NY 10019

(212) 271-9933

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

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

2015 filings • NTEE T20 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

0.00x

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

2015 filings • NTEE T20 • <$500k nonprofits • Source year 2015

Net Margin

16th percentile

-144%

Higher net margin than 16% of similar nonprofits.

2015 filings • NTEE T20 • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2015 filings • NTEE T20 • <$500k nonprofits • Source year 2015

Asset Growth

7th percentile

-62%

Faster asset growth than 7% of similar nonprofits.

2015 filings • NTEE T20 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

30%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • NTEE T20 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$397,309

Down $641,828 (-62%) from 2014

Net Assets

$397,309

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin16th percentile

Revenue

Up

$444,421

Up $103,288 (+30%) from 2014

Expenses

Up

$1,086,249

Up $182,241 (+20%) from 2014

Net Income

Down

-$641,828

Down $78,953 (-14%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$15M$10M$5.0M$0Assets 2011: $493,861Liabilities 2011: $02011Assets 2012: $1,430,185Liabilities 2012: $12012Assets 2013: $1,602,012Liabilities 2013: $0Net Assets 2013: $1,602,0122013Assets 2014: $1,039,137Liabilities 2014: $12014Assets 2015: $397,309Liabilities 2015: $0Net Assets 2015: $397,3092015Assets 2017: $1,273,101Liabilities 2017: $0Net Assets 2017: $1,273,1012017Assets 2018: $2,966,293Liabilities 2018: $0Net Assets 2018: $2,966,2932018Assets 2019: $9,446,686Liabilities 2019: $0Net Assets 2019: $9,446,6862019Assets 2020: $6,994,594Liabilities 2020: $0Net Assets 2020: $6,994,5942020Assets 2021: $10,786,293Liabilities 2021: $0Net Assets 2021: $10,786,2932021Assets 2022: $9,691,194Liabilities 2022: $0Net Assets 2022: $9,691,1942022Assets 2023: $8,286,032Liabilities 2023: $12023

Highlighted filing

2015

Assets$397,309
Liabilities$0
Net Assets$397,309
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $615,381Expenses 2011: $121,520Net Income 2011: $493,8612011Revenue 2012: $1,149,215Expenses 2012: $212,891Net Income 2012: $936,3242012Revenue 2013: $507,622Expenses 2013: $335,795Net Income 2013: $171,8272013Revenue 2014: $341,133Expenses 2014: $904,008Net Income 2014: -$562,8752014Revenue 2015: $444,421Expenses 2015: $1,086,249Net Income 2015: -$641,8282015Revenue 2017: $2,447,601Expenses 2017: $1,762,683Net Income 2017: $684,9182017Revenue 2018: $3,899,255Expenses 2018: $1,942,063Net Income 2018: $1,957,1922018Revenue 2019: $11,160,773Expenses 2019: $3,571,400Net Income 2019: $7,589,3732019Revenue 2020: $525,963Expenses 2020: $2,876,182Net Income 2020: -$2,350,2192020Revenue 2021: $12,635,072Expenses 2021: $2,973,099Net Income 2021: $9,661,9732021Revenue 2022: $13,974,306Expenses 2022: $10,190,987Net Income 2022: $3,783,3192022Revenue 2023: $3,974,762Expenses 2023: $3,596,847Net Income 2023: $377,9152023

Highlighted filing

2015

Revenue$444,421
Expenses$1,086,249
Net Income-$641,828
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 4, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC S LIPSCHULTZDirector/President-$0--
JENNIFER S LIPSCHULTZDirector/Vice President-$0--
JESSICA PHILLIPSSecretary-$0--
JAMES M GOLDRICKTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Marc & Jennifer Lipschultz Family Foundation
EIN
45-2258060
In Care Of
% MARC LIPSCHULTZ
Phone
2122719933
Address
C/O KKR FINANCIAL SERVICES CO LLC, NEW YORK, NY 10019

Signing Officer

Name
James Goldrick
Title
Officer
Signed
2016-10-04
Discuss with paid preparer
Yes

Preparer

Firm
KKR Financial Services Company LLC
Address
730 Fifth Avenue 8th Floor, New York, NY 10019
Preparer
Mary Shaw
Phone
2122719933
Raw XML Appendix302 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARC S LIPSCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JENNIFER S LIPSCHULTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JESSICA PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES M GOLDRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O KKR CO 9 WEST 57TH ST
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARC LIPSCHULTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01076854
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO AID THE ORGANIZATION IN CARRYING OUT ITS CHARITABLE MISSION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT #6
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS - AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010019
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01076854
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/AppliedToCurrentYearAmt037577
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt0445750
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0796063
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01398985
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01048672
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0350313
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01086249
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01048672
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01844735
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0796063
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARC S LIPSCHULTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O KKR CO 9 WEST 57TH ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010019
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0445750
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0445750
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc025,000 SHS OF KKR & CO LP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-11-13
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0395
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0395
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX EXPENSE
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES GOLDRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARC & JENNIFER LIPSCHULTZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARC
ReturnHeader/Filer/EIN0452258060
ReturnHeader/Filer/InCareOfNm0% MARC LIPSCHULTZ
ReturnHeader/Filer/PhoneNum02122719933
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O KKR FINANCIAL SERVICES CO LLC
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KKR Financial Services Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0730 Fifth Avenue 8th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010019
ReturnHeader/PreparerPersonGrp/PhoneNum02122719933
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY SHAW
ReturnHeader/ReturnTs02016-10-04T18:29:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$397,309
Liabilities
$0
Net assets
$397,309
Revenue
$444,421
Expenses
$1,086,249
Net income
-$641,828
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.29$0.00$3.97$3.60$0.38
2022Detailed filing. Detailed filing data is available for this year.$9.69$0.00$9.69$14.0$10.2$3.78
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$12.6$2.97$9.66
2020Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.53$2.88$2.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.45$0.00$9.45$11.2$3.57$7.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$3.90$1.94$1.96
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$2.45$1.76$0.68
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.44$1.09$0.64
2014Summary only. Only limited summary data is available for this year.$1.04$0.00$0.34$0.90$0.56
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.51$0.34$0.17
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$1.15$0.21$0.94
2011Summary only. Only limited summary data is available for this year.$0.49$0.00$0.62$0.12$0.49
Peer Organizations

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