Lisa B Fishman Foundation Inc

Lisa B Fishman Foundation Inc shows strong financial growth and low expenses in recent years.

EIN: 203967247 · Montville, NJ · NTEE: H124 · Updated: 2026-03-28

$556KRevenue
$299KGross Revenue
$320KAssets
88/100Mission Score (Excellent)
H124

Is Lisa B Fishman Foundation Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

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

Lisa B Fishman Foundation Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Lisa B Fishman Foundation Inc

Lisa B Fishman Foundation Inc (EIN: 203967247) is a nonprofit organization based in Montville, NJ, classified under NTEE code H124. The organization reported total revenue of $556K and total assets of $320K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Lisa B Fishman Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

20Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Lisa B Fishman Foundation Inc is a small nonprofit that has been operating for 20 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$274K
Total Expenses$98K
Surplus / Deficit+$176K
Total Assets$299K
Net Assets$299K
Operating Margin64.3%
Months of Reserves36.7 months

Financial Health Grade: A

In 2023, Lisa B Fishman Foundation Inc reported a surplus of $176K with revenue exceeding expenses, holds 36.7 months of operating reserves (strong position).

Financial Trends

Over 13 years of filings (2011–2023), Lisa B Fishman Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 9.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023+5.9%-48.7%+144.0%
2022+4.4%-18.6%+123.0%
2021+8.2%+9.1%+31.4%
2020-2.6%-7.9%+49.6%
2019+4.2%-45.9%+5.2%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2006

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

AI Transparency Report

The Lisa B Fishman Foundation Inc demonstrates a generally healthy financial position, particularly in its most recent filing period. In 2023, the organization reported revenue of $273,743 against expenses of $97,799, resulting in a significant surplus that contributed to an increase in assets to $299,390. This trend of revenue exceeding expenses is also evident in 2022 and 2021, indicating sound financial management and growth in reserves. The organization consistently reports zero liabilities, which is a strong indicator of financial stability and low risk. Spending efficiency appears to be strong, with a substantial portion of expenses likely directed towards program services, given the low overall expense figures relative to revenue in recent years. The absence of officer compensation reported across all filings suggests that leadership is either volunteer-based or compensated through other means not categorized as officer compensation, which can be a positive sign for donor confidence. The consistent filing of IRS Form 990s over 13 periods demonstrates a commitment to regulatory compliance and transparency. While specific breakdowns of program, administrative, and fundraising expenses are not provided in the summary data, the overall financial health, asset growth, and lack of liabilities point to a well-managed organization. The significant increase in assets from $55,010 in 2021 to $299,390 in 2023, alongside consistent revenue generation, suggests effective stewardship of resources. The organization's transparency is further bolstered by its consistent and timely submission of required financial disclosures.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Lisa B Fishman Foundation Inc with a Mission Score of 88 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Lisa B Fishman Foundation Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% 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:

$274KTotal Revenue
$98KTotal Expenses
$299KTotal Assets
$299KNet Assets

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, suggesting that executive leadership is either unpaid or compensated through non-officer categories, which is a positive indicator for donor funds being directed towards the mission.

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 Lisa B Fishman Foundation Inc's IRS 990 filings:

Strengths

The following positive indicators were identified for Lisa B Fishman Foundation Inc:

Frequently Asked Questions about Lisa B Fishman Foundation Inc

Is Lisa B Fishman Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Lisa B Fishman Foundation Inc (EIN: 203967247) some concerns. Mission Score: 88/100. 1 red flag identified, 5 strengths noted.

How does Lisa B Fishman Foundation Inc spend its money?

Lisa B Fishman Foundation Inc directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Lisa B Fishman Foundation Inc tax-deductible?

Lisa B Fishman Foundation Inc is registered as a tax-exempt nonprofit (EIN: 203967247). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is the Lisa B Fishman Foundation Inc financially stable?

Yes, the foundation appears financially stable. In 2023, it reported $273,743 in revenue against $97,799 in expenses, leading to a significant surplus. Its assets have grown substantially from $55,010 in 2021 to $299,390 in 2023, and it consistently reports $0 in liabilities.

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

The organization's assets have shown significant growth, particularly in recent years. Assets increased from $41,879 in 2020 to $299,390 in 2023, indicating effective accumulation and management of resources.

Does the organization pay its officers?

Based on the provided IRS 990 data, the organization consistently reports 0% officer compensation across all 13 filings, suggesting that officers are not compensated directly through this category.

What is the trend in the organization's revenue and expenses?

Revenue has generally been stable or increasing in recent years, reaching $273,743 in 2023. Expenses have fluctuated but have been significantly lower than revenue in the most recent periods, such as $97,799 in 2023 compared to $273,743 in revenue, indicating efficient operations and surplus generation.

Filing History

IRS 990 filing history for Lisa B Fishman Foundation Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Lisa B Fishman Foundation Inc's revenue has grown by 193.7%, moving from $93K to $274K. Total assets increased by 724.1% over the same period, from $36K to $299K. Total functional expenses rose by 1.4%, from $96K to $98K. In its most recent filing year (2023), Lisa B Fishman Foundation Inc reported a surplus of $176K, with revenue exceeding expenses.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $274K $98K $299K $0
2022 $258K $191K $123K $0
2021 $248K $234K $55K $0 View 990
2020 $229K $215K $42K $0 View 990
2019 $235K $233K $28K $0 View 990
2018 $225K $431K $27K $0 View 990
2017 $437K $29K $232K $0 View 990
2016 $200K $237K $43K $0 View 990
2015 $184K $180K $80K $0 View 990
2014 $154K $125K $75K $0 View 990
2013 $126K $126K $47K $0 View 990
2012 $105K $95K $46K $0 View 990
2011 $93K $96K $36K $0 View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Lisa B Fishman Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Lisa B Fishman 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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