Civic Intelligence

Joseph and Joan Lipic Foundation

990PF • Fiscal year 2019 • EIN 43-6732852

Mar 01, 2018 to Feb 28, 2019 • Filed on Apr 06, 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

86th percentile

37%

Higher net margin than 86% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

1.7%

Faster asset growth than 52% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

81%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$277,688

Up $4,579 (+1.7%) from 2018

Net Assets

Up

$277,688

Up $4,579 (+1.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin86th percentile

Revenue

Up

$61,738

Up $27,543 (+81%) from 2018

Expenses

Up

$39,053

Up $17,246 (+79%) from 2018

Net Income

Up

$22,685

Up $10,297 (+83%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2019

Assets$277,688
Liabilities$0
Net Assets$277,688
Open 2019 Filing

Operations Trend

Revenue Growth91st 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

2019

Revenue$61,738
Expenses$39,053
Net Income$22,685
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
Apr 6, 2019
Return Version
2018v3.1
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
2019-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Accountax Inc
Address
11420 GRAVOIS RD, ST LOUIS, MO 63126-3610
Preparer
C Kent Murdick
Phone
3148421313
Raw XML Appendix319 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0251857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0251857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CHARLES SCHWAB
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013465
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013465
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013563
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt098
IRS990PF/DistributableAmountGrp/TotalTaxAmt098
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt098
IRS990PF/FMVAssetsEOYAmt0277688
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0259279
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04131
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013563
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0271268
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH AND JOAN LIPIC
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210022
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd463110
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd663129
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037075
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/AppliedToCurrentYearAmt013465
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt030317
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt045938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018305
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018305
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0116941
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023610
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06177
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030317
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt045938
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010899
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023610
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0135246
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0111636
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/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt018106
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS/LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROFESSIONAL DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt039
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt039
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01280
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01280
TaxesSchedule/TaxesDetail/Amt0134
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0134
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH AND JOAN LIPIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03148439255
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-06
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/AtSubmissionCreationDeviceId039FF44FD6A6E5D93D5735F1E1AC67460F52BFCD8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId055E6DEF72E7F1431CC9730FED376DAF9F2975185
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.50.167.186
ReturnHeader/FilingSecurityInformation/IPDt02019-08-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:06:14
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/PreparationDt02019-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C KENT MURDICK
ReturnHeader/ReturnTs02019-08-02T14:06:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,688
Liabilities
$0
Net assets
$277,688
Revenue
$61,738
Expenses
$39,053
Net income
$22,685
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