Rose P Lishner Private Foundation 40 625176215483
Rose P Lishner Private Foundation consistently operates with zero executive compensation, distributing funds from a stable asset base.
EIN: 137579997 · Detroit, MI · NTEE: T20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $922K |
| Total Expenses | $150K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $1,870,022. |
| Net Assets | $1.8M |
| Transparency Score | 95/100 |
Is Rose P Lishner Private Foundation 40 625176215483 Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Rose P Lishner Private Foundation 40 625176215483 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Rose P Lishner Private Foundation 40 625176215483
Rose P Lishner Private Foundation 40 625176215483 (EIN: 137579997) is a nonprofit organization based in Detroit, MI, classified under NTEE code T20. The organization reported total revenue of $922K and total assets of $1.9M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Rose P Lishner Private Foundation 40 625176215483's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Rose P Lishner Private Foundation 40 625176215483 is a small nonprofit that has been operating for 18 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 1.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $121K |
| Total Expenses | $150K |
| Surplus / Deficit | $-28,711 |
| Total Assets | $1.8M |
| Total Liabilities | $1 |
| Net Assets | $1.8M |
| Operating Margin | -23.6% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 146.6 months |
Financial Health Grade: B
In 2023, Rose P Lishner Private Foundation 40 625176215483 reported a deficit of $29K with expenses exceeding revenue, holds 146.6 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), Rose P Lishner Private Foundation 40 625176215483's revenue has grown at a compound annual growth rate (CAGR) of 1.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +6.9% | -39.5% | -1.4% |
| 2022 | -25.9% | -21.4% | -6.8% |
| 2021 | +68.1% | +61.8% | -7.6% |
| 2020 | -66.4% | -28.2% | -4.6% |
| 2019 | +263.8% | +36.2% | -14.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2008 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Rose P Lishner Private Foundation 40 625176215483 with a Mission Score of 95 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
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Rose P Lishner Private Foundation 40 625176215483 allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% 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:
- The organization reported a deficit of $29K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly efficient for an organization of its size with assets of $1,870,022.
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 Rose P Lishner Private Foundation 40 625176215483's IRS 990 filings:
- Consistent expenses exceeding revenue, indicating reliance on asset drawdowns
Strengths
The following positive indicators were identified for Rose P Lishner Private Foundation 40 625176215483:
- Zero executive compensation, maximizing funds for mission
- Stable asset base of $1,870,022 supporting long-term operations
- Minimal liabilities ($1 in recent years) indicating strong financial health
- Consistent IRS 990 filing history demonstrating transparency
Frequently Asked Questions about Rose P Lishner Private Foundation 40 625176215483
Is Rose P Lishner Private Foundation 40 625176215483 a legitimate charity?
Based on AI analysis of IRS 990 filings, Rose P Lishner Private Foundation 40 625176215483 (EIN: 137579997) some concerns. Mission Score: 95/100. 1 red flag identified, 4 strengths noted.
How does Rose P Lishner Private Foundation 40 625176215483 spend its money?
Rose P Lishner Private Foundation 40 625176215483 directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Rose P Lishner Private Foundation 40 625176215483 tax-deductible?
Rose P Lishner Private Foundation 40 625176215483 is registered as a tax-exempt nonprofit (EIN: 137579997). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Rose P Lishner Private Foundation 40 625176215483 CEO make?
Rose P Lishner Private Foundation 40 625176215483's highest-compensated officer earns $1,870,022. annually. The organization reported $922K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Rose P Lishner Private Foundation 40 625176215483 compare to similar nonprofits?
With a transparency score of 95/100 (Excellent), Rose P Lishner Private Foundation 40 625176215483 is above average for NTEE category T20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Rose P Lishner Private Foundation 40 625176215483 located?
Rose P Lishner Private Foundation 40 625176215483 is headquartered in Detroit, Michigan and files with the IRS under EIN 137579997. It is classified under NTEE code T20.
How many years of IRS 990 filings does Rose P Lishner Private Foundation 40 625176215483 have?
Rose P Lishner Private Foundation 40 625176215483 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 $922K in total revenue.
Is Rose P Lishner Private Foundation a good charity?
Based on the available data, the Rose P Lishner Private Foundation appears to be a very good charity, particularly due to its zero executive compensation and consistent financial reporting, indicating a strong focus on its mission without high administrative overhead.
How does the foundation manage its expenses relative to its revenue?
In several recent periods, such as 2023 ($150,126 expenses vs. $121,415 revenue) and 2022 ($248,258 expenses vs. $113,538 revenue), expenses have exceeded revenue. This is typical for private foundations that make grants from their endowment, drawing down assets to fulfill their charitable purpose.
What is the trend in the foundation's assets?
The foundation's assets have seen a gradual decrease over the past decade, from $2,418,045 in 2011 to $1,870,022 currently. This trend is consistent with a private foundation distributing grants from its principal.
Filing History
IRS 990 filing history for Rose P Lishner Private Foundation 40 625176215483 showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Rose P Lishner Private Foundation 40 625176215483's revenue has grown by 21.8%, moving from $100K to $121K. Total assets decreased by 24.2% over the same period, from $2.4M to $1.8M. Total functional expenses fell by 1.3%, from $152K to $150K. In its most recent filing year (2023), Rose P Lishner Private Foundation 40 625176215483 reported a deficit of $29K, with expenses exceeding revenue. The organization holds $1 in liabilities against $1.8M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $1.8M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $121K | $150K | $1.8M | $1 | — | View 990 |
| 2022 | $114K | $248K | $1.9M | $1 | — | View 990 |
| 2021 | $153K | $316K | $2.0M | $1 | — | — |
| 2020 | $91K | $195K | $2.2M | $1 | — | — |
| 2019 | $271K | $272K | $2.3M | $1 | — | View 990 |
| 2015 | $75K | $199K | $2.6M | $1 | — | View 990 |
| 2014 | $243K | $201K | $2.8M | $1 | — | View 990 |
| 2013 | $569K | $174K | $2.7M | $1 | — | View 990 |
| 2012 | $61K | $154K | $2.3M | $0 | — | View 990 |
| 2011 | $100K | $152K | $2.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $121K, expenses of $150K, and assets of $1.8M (revenue +6.9% year-over-year).
- 2022: Revenue of $114K, expenses of $248K, and assets of $1.9M (revenue -25.9% year-over-year).
- 2021: Revenue of $153K, expenses of $316K, and assets of $2.0M (revenue +68.1% year-over-year).
- 2020: Revenue of $91K, expenses of $195K, and assets of $2.2M (revenue -66.4% year-over-year).
- 2019: Revenue of $271K, expenses of $272K, and assets of $2.3M (revenue +263.8% year-over-year).
- 2015: Revenue of $75K, expenses of $199K, and assets of $2.6M (revenue -69.3% year-over-year).
- 2014: Revenue of $243K, expenses of $201K, and assets of $2.8M (revenue -57.3% year-over-year).
- 2013: Revenue of $569K, expenses of $174K, and assets of $2.7M (revenue +829.7% year-over-year).
- 2012: Revenue of $61K, expenses of $154K, and assets of $2.3M (revenue -38.6% year-over-year).
- 2011: Revenue of $100K, expenses of $152K, and assets of $2.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Rose P Lishner Private Foundation 40 625176215483:
Data Sources and Methodology
This transparency report for Rose P Lishner Private Foundation 40 625176215483 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.