Civic Intelligence

Tip Your Heart Foundation

EIN 75-3215864 • 501(c)3 • Lodi, CA

Profile

Raise money for various charities - including local self-help organizations & cancer research

2488 Maggio CircleLodi, CA 95240

www.tipyourheart.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

29th percentile

-11%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

21st percentile

-45%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

-22%

Faster revenue growth than 32% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,959

Down $7,233 (-45%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$8,959

Down $7,233 (-45%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$65,000

Down $18,133 (-22%) from 2023

Expenses

Down

$72,233

Down $8,242 (-10%) from 2023

Net Income

Down

-$7,233

Down $9,891 (-372%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2010: $15,892Liabilities 2010: $0Net Assets 2010: $15,8922010Assets 2011: $9,644Liabilities 2011: $0Net Assets 2011: $9,6442011Assets 2012: $4,739Liabilities 2012: $0Net Assets 2012: $4,7392012Assets 2013: $475Liabilities 2013: $0Net Assets 2013: $4752013Assets 2014: $5,136Liabilities 2014: $0Net Assets 2014: $5,1362014Assets 2015: $12,729Liabilities 2015: $0Net Assets 2015: $12,7292015Assets 2016: $16,013Liabilities 2016: $0Net Assets 2016: $16,0132016Assets 2017: $19,803Liabilities 2017: $0Net Assets 2017: $19,8032017Assets 2018: $22,197Net Assets 2018: $22,1972018Assets 2019: $31,797Net Assets 2019: $31,7972019Assets 2020: $15,351Net Assets 2020: $15,3512020Assets 2021: $13,900Net Assets 2021: $13,9002021Assets 2022: $13,534Net Assets 2022: $13,5342022Assets 2023: $16,192Net Assets 2023: $16,1922023Assets 2024: $8,959Net Assets 2024: $8,9592024

Highlighted filing

2024

Assets$8,959
Liabilities-
Net Assets$8,959
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2010: $365,263Expenses 2010: $350,700Net Income 2010: $14,5632010Revenue 2011: $274,790Expenses 2011: $281,038Net Income 2011: -$6,2482011Revenue 2012: $348,865Expenses 2012: $353,770Net Income 2012: -$4,9052012Revenue 2013: $92,523Expenses 2013: $96,787Net Income 2013: -$4,2642013Revenue 2014: $118,772Expenses 2014: $114,111Net Income 2014: $4,6612014Revenue 2015: $109,868Expenses 2015: $102,275Net Income 2015: $7,5932015Revenue 2016: $134,142Expenses 2016: $130,858Net Income 2016: $3,2842016Revenue 2017: $104,970Expenses 2017: $101,180Net Income 2017: $3,7902017Revenue 2018: $133,909Expenses 2018: $131,515Net Income 2018: $2,3942018Revenue 2019: $135,505Expenses 2019: $125,905Net Income 2019: $9,6002019Revenue 2020: $80,200Expenses 2020: $96,646Net Income 2020: -$16,4462020Revenue 2021: $91,169Expenses 2021: $92,620Net Income 2021: -$1,4512021Revenue 2022: $90,813Expenses 2022: $91,179Net Income 2022: -$3662022Revenue 2023: $83,133Expenses 2023: $80,475Net Income 2023: $2,6582023Revenue 2024: $65,000Expenses 2024: $72,233Net Income 2024: -$7,2332024

Highlighted filing

2024

Revenue$65,000
Expenses$72,233
Net Income-$7,233
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,959
Liabilities
-
Net assets
$8,959
Revenue
$65,000
Expenses
$72,233
Net income
-$7,233
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.65$0.72$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.83$0.80$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.91$0.91$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.91$0.93$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.15$0.15$0.80$0.97$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.32$1.36$1.26$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.22$1.34$1.32$0.02
2017Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$1.05$1.01$0.04
2016Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$1.34$1.31$0.03
2015Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$1.10$1.02$0.08
2014Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$1.19$1.14$0.05
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.93$0.97$0.04
2012Summary only. Only limited summary data is available for this year.$0.05$0.00$0.05$3.49$3.54$0.05
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$2.75$2.81$0.06
2010Summary only. Only limited summary data is available for this year.$0.16$0.00$0.16$3.65$3.51$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$65,000
Mission and Program Overview

Mission

Raise money for various charities - including local self-help organizations & cancer research

Program Services

DescriptionGrantsExpenses
AS A RESULT OF THE 2024 GENERAL CONTRIBUTIONS, TIP YOUR HEART WAS ABLE TO PROVIDE A TOTAL OF $69,500 TO VARIOUS SOCIAL WELFARE ORGANIZATIONS.-$2,733
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEO P BURKE IIIPresident-$0--
LANISE J BURKESecretary-$0--
SHARON SMITHDirector-$0--
RUBY SAUSEDADirector-$0--
Filing and Contact Details

Filer

Filer Name
Tip Your Heart Foundation
EIN
75-3215864
Phone
2093331032
Address
2488 MAGGIO CIRCLE, LODI, CA 95240

Signing Officer

Name
Lanise J Burke
Title
Secretary
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
MC Small-Oak Professional Corporation
Address
204 N Sacramento Street, Lodi, CA 95240
Preparer
Myra G Christensen
Phone
2094322443
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.12

“| Donee's Name: UCSF FOUNDATION | Donee's Address: PO BOX 45339 SAN FRANCISCO CA 94145 | Cash Amount Given: $65000”

Raw XML Appendix163 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MYRA G CHRISTENSEN CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum02094322443
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02488 MAGGIO CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LODI
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095240
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016192
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08959
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-7233
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02733
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016192
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08959
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt069500
IRS990EZ/GrossReceiptsAmt065000
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016192
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08959
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016192
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08959
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEO P BURKE III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LANISE J BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHARON SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RUBY SAUSEDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RAISE MONEY FOR VARIOUS CHARITIES - INCLUDING LOCAL SELF-HELP ORGANIZATIONS & CANCER RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AS A RESULT OF THE 2024 GENERAL CONTRIBUTIONS, TIP YOUR HEART WAS ABLE TO PROVIDE A TOTAL OF $69,500 TO VARIOUS SOCIAL WELFARE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02733
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt072233
IRS990EZ/TotalProgramServiceExpensesAmt02733
IRS990EZ/TotalRevenueAmt065000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.TIPYOURHEART.COM
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt064000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt050500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt034950
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt036200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0185650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt065000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt083550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt085450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt080700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0394900
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015750
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt024000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt054000
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.58640
IRS990ScheduleA/PublicSupportPY509Pct00.71270
IRS990ScheduleA/PublicSupportTotal509Amt0263250
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt064000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt050500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt034950
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt036200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0185650
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt065000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt097800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101200
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0104700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt080200
IRS990ScheduleA/Total509Grp/TotalAmt0448900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt065000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt097800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0101200
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0104700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt080200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0448900
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: UCSF FOUNDATION | Donee's Address: PO BOX 45339 SAN FRANCISCO CA 94145 | Cash Amount Given: $65000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.12
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LANISE J BURKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TIP YOUR HEART FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TIPY
ReturnHeader/Filer/EIN0753215864
ReturnHeader/Filer/PhoneNum02093331032
ReturnHeader/Filer/USAddress/AddressLine1Txt02488 MAGGIO CIRCLE
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095240
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0932101955
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MC Small-Oak Professional Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0204 N Sacramento Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lodi
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095240
ReturnHeader/PreparerPersonGrp/PhoneNum02094322443
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Myra G Christensen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T12:51:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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