Civic Intelligence

Joseph and Joan Lipic Foundation

990PF • Fiscal year 2021 • EIN 43-6732852

Mar 01, 2020 to Feb 28, 2021 • Filed on Jan 17, 2023

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

63rd percentile

19%

Higher net margin than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

54th percentile

5.7%

Faster asset growth than 54% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-42%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$269,837

Up $14,661 (+5.7%) from 2020

Net Assets

Up

$269,837

Up $14,661 (+5.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin63rd percentile

Revenue

Down

$32,400

Down $23,587 (-42%) from 2020

Expenses

Down

$26,349

Down $21,430 (-45%) from 2020

Net Income

Down

$6,051

Down $2,157 (-26%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2021

Assets$269,837
Liabilities$0
Net Assets$269,837
Open 2021 Filing

Operations Trend

Revenue Growth19th 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

2021

Revenue$32,400
Expenses$26,349
Net Income$6,051
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2020 to Feb 28, 2021
Signed
Jan 17, 2023
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th 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
2023-01-17
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 Appendix257 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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ReturnHeader/Filer/USAddress/AddressLine1Txt012224 BIRD HAVEN LANE
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063128
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/PreparationDt02023-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALISA B MEISTER
ReturnHeader/ReturnTs02023-01-17T22:20:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIPIC
ReturnHeader/TaxPeriodBeginDt02020-03-01
ReturnHeader/TaxPeriodEndDt02021-02-28
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$269,837
Liabilities
$0
Net assets
$269,837
Revenue
$32,400
Expenses
$26,349
Net income
$6,051
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