Lipton Foundation Inc

Lipton Foundation maintains stable assets and zero executive compensation amidst fluctuating revenues and occasional spending exceeding income.

EIN: 136143274 · Westport, CT · Updated: 2026-03-28

$35KRevenue
$402KAssets
75/100Mission Score (Good)
Lipton Foundation Inc Financial Summary
MetricValue
Total Revenue$35K
Total Expenses$21K
Program Spending80%
Net Assets$810K
Transparency Score75/100

Is Lipton Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Lipton Foundation Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Lipton Foundation Inc

Lipton Foundation Inc (EIN: 136143274) is a nonprofit organization based in Westport, CT. The organization reported total revenue of $35K and total assets of $402K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lipton Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

77Years Operating
MicroSize Classification
10Years of Filings
MixedRevenue Trajectory

Lipton Foundation Inc is a micro nonprofit that has been operating for 77 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -2.1%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$18K
Total Expenses$21K
Surplus / Deficit$-3,676
Total Assets$810K
Total Liabilities$1
Net Assets$810K
Operating Margin-20.8%
Debt-to-Asset Ratio0.0%
Months of Reserves455.2 months

Financial Health Grade: B

In 2023, Lipton Foundation Inc reported a deficit of $4K with expenses exceeding revenue, holds 455.2 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Lipton Foundation Inc's revenue has declined at a compound annual growth rate (CAGR) of -2.1%.

YearRevenue ChangeExpense ChangeAsset Change
2023+21.7%-20.9%-0.5%
2022+7.3%+404.4%-1.5%
2021-54.5%-73.1%+1.0%
2020+78.1%+4.0%+1.2%
2019-22.3%+447.2%+6.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1949

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Lipton Foundation Inc. appears to be a small private foundation, as indicated by its consistent revenue levels, which have fluctuated between approximately $13,540 and $29,772 over the past decade. Its asset base has shown significant growth, from $411,220 in 2011 to $810,330 in 2023, suggesting effective asset management or consistent contributions. The organization consistently reports zero officer compensation, which is a positive indicator for donor confidence and efficient use of funds, especially for a foundation of its size. However, without detailed expense breakdowns (e.g., program vs. administrative vs. fundraising), a comprehensive assessment of spending efficiency is challenging. The consistent reporting of minimal liabilities ($0 or $1) across all filings indicates strong financial stability and responsible fiscal management. While the foundation's financial health appears stable with growing assets and minimal liabilities, the lack of detailed expense categorization in the provided data limits the ability to fully evaluate its spending efficiency and program impact. For instance, in 2023, expenses ($21,363) exceeded revenue ($17,687), and similar patterns are observed in other years (e.g., 2022, 2019, 2011). This suggests the foundation may be drawing from its asset base to cover operational costs or grantmaking, which is common for foundations but warrants closer examination of its long-term sustainability strategy. The consistent zero officer compensation is a strong point for transparency and efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Lipton Foundation Inc with a Mission Score of 75 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, Lipton Foundation Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$18KTotal Revenue
$21KTotal Expenses
$810KTotal Assets
$1Total Liabilities
$810KNet Assets
  • The organization reported a deficit of $4K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The Lipton Foundation Inc. consistently reports 0% officer compensation across all ten years of available filings, indicating that no salaries or benefits are paid to its executives. This is a strong positive for a small foundation, demonstrating a commitment to directing all available funds towards its mission rather than administrative overhead.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Lipton Foundation Inc's IRS 990 filings:

  • Expenses occasionally exceed revenue, potentially drawing down assets if not managed strategically.
  • Lack of detailed expense breakdown in provided data limits full assessment of program efficiency.

Strengths

The following positive indicators were identified for Lipton Foundation Inc:

  • Consistent zero executive compensation, indicating high efficiency and dedication to mission.
  • Significant growth in assets over the past decade, demonstrating strong financial management.
  • Minimal liabilities reported across all filings, indicating strong financial health and low debt.
  • Stable revenue streams, albeit fluctuating, for a small foundation.

Frequently Asked Questions about Lipton Foundation Inc

Is Lipton Foundation Inc a legitimate charity?

Lipton Foundation Inc (EIN: 136143274) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 75/100. It has 10 years of IRS 990 filings on record. Total revenue: $35K. 2 red flags identified. 4 strengths noted. Financial health grade: B.

How does Lipton Foundation Inc spend its money?

Lipton Foundation Inc directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Lipton Foundation Inc tax-deductible?

Lipton Foundation Inc is registered as a tax-exempt nonprofit (EIN: 136143274). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Lipton Foundation Inc's spending goes to programs?

Lipton Foundation Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Lipton Foundation Inc located?

Lipton Foundation Inc is headquartered in Westport, Connecticut and files with the IRS under EIN 136143274.

How many years of IRS 990 filings does Lipton Foundation Inc have?

Lipton Foundation Inc has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $35K in total revenue.

Is Lipton Foundation Inc. financially stable?

Yes, the Lipton Foundation Inc. appears financially stable. Its assets have nearly doubled from $411,220 in 2011 to $810,330 in 2023, and it consistently reports minimal liabilities ($0 or $1), indicating a strong balance sheet.

Does Lipton Foundation Inc. pay its officers?

No, the Lipton Foundation Inc. consistently reports 0% officer compensation in all available IRS 990 filings, meaning no salaries or benefits are paid to its executives.

How has the foundation's asset base changed over time?

The foundation's assets have shown significant growth, increasing from $411,220 in 2011 to $810,330 in 2023, demonstrating a positive trend in its financial holdings.

Does the foundation consistently spend more than it earns?

The foundation's expenses have exceeded its revenue in several years (e.g., 2023, 2022, 2019, 2011), suggesting it occasionally draws from its asset base or prior year surpluses to cover expenditures.

Filing History

IRS 990 filing history for Lipton Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Lipton Foundation Inc's revenue has declined by 22.6%, moving from $23K to $18K. Total assets increased by 97.1% over the same period, from $411K to $810K. Total functional expenses fell by 32.6%, from $32K to $21K. In its most recent filing year (2023), Lipton Foundation Inc reported a deficit of $4K, with expenses exceeding revenue. The organization holds $1 in liabilities against $810K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $810K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $18K $21K $810K $1
2022 $15K $27K $814K $1 View 990
2021 $14K $5K $826K $1
2020 $30K $20K $818K $1
2019 $17K $19K $808K $0 View 990
2015 $22K $3K $759K $0 View 990
2014 $19K $2K $440K $0 View 990
2013 $17K $8K $423K $0 View 990
2012 $20K $20K $413K $0 View 990
2011 $23K $32K $411K $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $18K, expenses of $21K, and assets of $810K (revenue +21.7% year-over-year).
  • 2022: Revenue of $15K, expenses of $27K, and assets of $814K (revenue +7.3% year-over-year).
  • 2021: Revenue of $14K, expenses of $5K, and assets of $826K (revenue -54.5% year-over-year).
  • 2020: Revenue of $30K, expenses of $20K, and assets of $818K (revenue +78.1% year-over-year).
  • 2019: Revenue of $17K, expenses of $19K, and assets of $808K (revenue -22.3% year-over-year).
  • 2015: Revenue of $22K, expenses of $3K, and assets of $759K (revenue +11.3% year-over-year).
  • 2014: Revenue of $19K, expenses of $2K, and assets of $440K (revenue +11.4% year-over-year).
  • 2013: Revenue of $17K, expenses of $8K, and assets of $423K (revenue -14.2% year-over-year).
  • 2012: Revenue of $20K, expenses of $20K, and assets of $413K (revenue -11.5% year-over-year).
  • 2011: Revenue of $23K, expenses of $32K, and assets of $411K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Lipton Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Lipton Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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