Civic Intelligence

Lipke Foundation

990PF • Fiscal year 2018 • EIN 51-0176074

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profile
2813 Wehrle Dr Ste 14Williamsville, NY 14221

(716) 312-0601

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

85th percentile

33%

Higher net margin than 85% 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

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

35th percentile

-8.4%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$243,964

Down $48,056 (-16%) from 2017

Net Assets

Down

$243,964

Down $48,056 (-16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Down

$19,873

Down $1,830 (-8.4%) from 2017

Expenses

Down

$13,300

Down $16,562 (-55%) from 2017

Net Income

Up

$6,573

Up $14,732 (+181%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $315,933Liabilities 2011: $02011Assets 2012: $336,042Liabilities 2012: $0Net Assets 2012: $336,0422012Assets 2013: $301,609Liabilities 2013: $1Net Assets 2013: $301,6092013Assets 2014: $284,168Liabilities 2014: $1Net Assets 2014: $284,1682014Assets 2015: $249,233Liabilities 2015: $1Net Assets 2015: $249,2332015Assets 2016: $285,356Liabilities 2016: $0Net Assets 2016: $285,3562016Assets 2017: $292,020Liabilities 2017: $0Net Assets 2017: $292,0202017Assets 2018: $243,964Liabilities 2018: $0Net Assets 2018: $243,9642018Assets 2019: $267,627Liabilities 2019: $1Net Assets 2019: $267,6272019Assets 2020: $245,874Liabilities 2020: $1Net Assets 2020: $245,8742020Assets 2021: $272,324Liabilities 2021: $1Net Assets 2021: $272,3242021Assets 2022: $193,002Liabilities 2022: $1Net Assets 2022: $193,0022022Assets 2023: $207,977Liabilities 2023: $1Net Assets 2023: $207,9772023Assets 2024: $208,184Liabilities 2024: $0Net Assets 2024: $208,1842024

Highlighted filing

2018

Assets$243,964
Liabilities$0
Net Assets$243,964
Open 2018 Filing

Operations Trend

Revenue Growth35th percentile

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

$50K$0-$50K-$100K-$150KRevenue 2011: $20,300Expenses 2011: $10,996Net Income 2011: $9,3042011Expenses 2012: $14,5562012Revenue 2013: $28,151Expenses 2013: $42,087Net Income 2013: -$13,9362013Revenue 2014: $27,207Expenses 2014: $20,992Net Income 2014: $6,2152014Revenue 2015: $21,760Expenses 2015: $19,445Net Income 2015: $2,3152015Revenue 2016: $20,156Expenses 2016: $19,349Net Income 2016: $8072016Revenue 2017: $21,703Expenses 2017: $29,862Net Income 2017: -$8,1592017Revenue 2018: $19,873Expenses 2018: $13,300Net Income 2018: $6,5732018Revenue 2019: $18,246Expenses 2019: $21,888Net Income 2019: -$3,6422019Revenue 2020: $15,862Expenses 2020: $20,010Net Income 2020: -$4,1482020Revenue 2021: $15,051Expenses 2021: $4,606Net Income 2021: $10,4452021Revenue 2022: $14,987Expenses 2022: $36,693Net Income 2022: -$21,7062022Revenue 2023: $15,136Expenses 2023: $17,766Net Income 2023: -$2,6302023Revenue 2024: -$106,032Expenses 2024: $24,822Net Income 2024: -$130,8542024

Highlighted filing

2018

Revenue$19,873
Expenses$13,300
Net Income$6,573
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEREDITH A LIPKETrustee-$0--
BRIAN LIPKETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lipke Foundation
EIN
51-0176074
Phone
7163120601
Address
2813 WEHRLE DR STE 14, WILLIAMSVILLE, NY 14221

Signing Officer

Name
Meredith a Lipke
Title
Trustee
Phone
7163120601
Signed
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Dopkins & Company Llp
Address
200 INTERNATIONAL DR, BUFFALO, NY 14221-5794
Preparer
Gregory J Urban
Phone
7166348800
Raw XML Appendix364 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/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0261543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0287200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0256658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0261740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0301950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0327863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt06250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.253313
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06250
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06250
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06250
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MEREDITH A LIPKE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02813 WEHRLE DRIVE SUITE 14
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILLIAMSVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014221
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07163120601
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0STAR POINT HS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04363 MAPLETON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOCKPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014094
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0510
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05740
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012737
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012227
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05740
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0REIMBURSEMENT RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt08515
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt08515
OtherDecreasesSchedule/OtherDecreasesDetail/Amt054629
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MARKET VALUE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AWARDS, DINNER, CEREMONY, TROPHIES, PRINTING, ETC.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3STUDENT WORKSHOPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06919
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt231
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31250
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEREDITH A LIPKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07163120601
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIPKE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LIPK
ReturnHeader/Filer/EIN0510176074
ReturnHeader/Filer/PhoneNum07163120601
ReturnHeader/Filer/USAddress/AddressLine1Txt02813 WEHRLE DR STE 14
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014221
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0295731FC79EF6C6A491CDCA959AC4C7B0A95D97D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0940E5DC50C3FE648B9524E99A1DD25270E5667DC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.43.39.58
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:20:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0160929175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOPKINS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 INTERNATIONAL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0142215794
ReturnHeader/PreparerPersonGrp/PhoneNum07166348800
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY J URBAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-15T15:37:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$243,964
Liabilities
$0
Net assets
$243,964
Revenue
$19,873
Expenses
$13,300
Net income
$6,573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.06$0.25$1.31
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.15$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15$0.37$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.15$0.05$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.16$0.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.18$0.22$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.20$0.13$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.22$0.30$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.20$0.19$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.22$0.19$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.27$0.21$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.28$0.42$0.14
2012Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.15
2011Summary only. Only limited summary data is available for this year.$3.16$0.00$0.20$0.11$0.09