Civic Intelligence

Joseph and Joan Lipic Foundation

990PF • Fiscal year 2018 • EIN 43-6732852

Mar 01, 2017 to Feb 28, 2018 • Filed on May 29, 2018

Organization Profile
12224 Bird Haven LaneSt Louis, MO 63128

(314) 843-9255

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

59th percentile

4.8%

Faster asset growth than 59% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

54th percentile

2.8%

Faster revenue growth than 54% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$273,109

Up $12,388 (+4.8%) from 2017

Net Assets

Up

$273,109

Up $12,388 (+4.8%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin87th percentile

Revenue

Up

$34,195

Up $940 (+2.8%) from 2017

Expenses

Down

$21,807

Down $22,833 (-51%) from 2017

Net Income

Up

$12,388

Up $23,773 (+209%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$400K$300K$200K$100K$0Assets 2012: $249,103Liabilities 2012: $0Net Assets 2012: $249,1032012Assets 2013: $371,289Liabilities 2013: $0Net Assets 2013: $371,2892013Assets 2014: $369,509Liabilities 2014: $0Net Assets 2014: $369,5092014Assets 2015: $308,716Liabilities 2015: $0Net Assets 2015: $308,7162015Assets 2016: $272,106Liabilities 2016: $0Net Assets 2016: $272,1062016Assets 2017: $260,721Liabilities 2017: $0Net Assets 2017: $260,7212017Assets 2018: $273,109Liabilities 2018: $0Net Assets 2018: $273,1092018Assets 2019: $277,688Liabilities 2019: $0Net Assets 2019: $277,6882019Assets 2020: $255,176Liabilities 2020: $0Net Assets 2020: $255,1762020Assets 2021: $269,837Liabilities 2021: $0Net Assets 2021: $269,8372021Assets 2022: $276,425Liabilities 2022: $0Net Assets 2022: $276,4252022Assets 2024: $283,842Liabilities 2024: $0Net Assets 2024: $283,8422024Assets 2025: $282,003Liabilities 2025: $0Net Assets 2025: $282,0032025

Highlighted filing

2018

Assets$273,109
Liabilities$0
Net Assets$273,109
Open 2018 Filing

Operations Trend

Revenue Growth54th percentile

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

$100K$50K$0-$50K-$100KExpenses 2012: $31,2592012Expenses 2013: $35,2922013Revenue 2014: $34,993Expenses 2014: $36,773Net Income 2014: -$1,7802014Revenue 2015: -$31,504Expenses 2015: $29,289Net Income 2015: -$60,7932015Revenue 2016: $23,981Expenses 2016: $60,591Net Income 2016: -$36,6102016Revenue 2017: $33,255Expenses 2017: $44,640Net Income 2017: -$11,3852017Revenue 2018: $34,195Expenses 2018: $21,807Net Income 2018: $12,3882018Revenue 2019: $61,738Expenses 2019: $39,053Net Income 2019: $22,6852019Revenue 2020: $55,987Expenses 2020: $47,779Net Income 2020: $8,2082020Revenue 2021: $32,400Expenses 2021: $26,349Net Income 2021: $6,0512021Revenue 2022: $31,472Expenses 2022: $24,884Net Income 2022: $6,5882022Revenue 2024: $8,942Expenses 2024: $25,806Net Income 2024: -$16,8642024Revenue 2025: $38,242Expenses 2025: $40,081Net Income 2025: -$1,8392025

Highlighted filing

2018

Revenue$34,195
Expenses$21,807
Net Income$12,388
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2017 to Feb 28, 2018
Signed
May 29, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH AND JOAN LIPICTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joseph and Joan Lipic Foundation
EIN
43-6732852
Phone
3148439255
Address
12224 BIRD HAVEN LANE, ST LOUIS, MO 63128

Signing Officer

Name
Joseph and Joan Lipic
Title
Trustee
Phone
3148439255
Signed
2018-05-29
Discuss with paid preparer
Yes

Preparer

Firm
Accountax Inc
Address
11420 GRAVOIS RD, ST LOUIS, MO 63126-3610
Preparer
Alisa B Meister
Phone
3148421313
Raw XML Appendix325 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/DistributableAmountGrp/MinimumInvestmentReturnAmt013269
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0134
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0134
IRS990PF/FMVAssetsEOYAmt0277479
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0263649
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd065788
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210022
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd463128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd563110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd663128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd763129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019312
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/AppliedToCurrentYearAmt013135
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013135
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023160
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023160
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0111636
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030317
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045938
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018305
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019312
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06177
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0134796
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0128619
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOSEPH AND JOAN LIPIC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012224 BIRD HAVEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ST LOUIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd063128
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROFESSIONAL DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1385
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1385
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01279
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01279
TaxesSchedule/TaxesDetail/Amt062
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt062
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH AND JOAN LIPIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03148439255
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH AND JOAN LIPIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0436732852
ReturnHeader/Filer/PhoneNum03148439255
ReturnHeader/Filer/USAddress/AddressLine1Txt012224 BIRD HAVEN LANE
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063128
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0231A9A85FB20DD2B7E4B96FE867C2D262483928F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00904AA33B7BFA5B004F346AE544EC8BD9DFD207F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.50.167.186
ReturnHeader/FilingSecurityInformation/IPDt02018-06-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:26:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352535571
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACCOUNTAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011420 GRAVOIS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631263610
ReturnHeader/PreparerPersonGrp/PhoneNum03148421313
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALISA B MEISTER
ReturnHeader/ReturnTs02018-06-05T13:26:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-03-01
ReturnHeader/TaxPeriodEndDt02018-02-28
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$273,109
Liabilities
$0
Net assets
$273,109
Revenue
$34,195
Expenses
$21,807
Net income
$12,388
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.38$0.40$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.09$0.26$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.31$0.25$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.32$0.26$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.56$0.48$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.62$0.39$0.23
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.34$0.22$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.33$0.45$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.24$0.61$0.37
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.32$0.29$0.61
2014Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.35$0.37$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.35
2012Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.31