Civic Intelligence

Jerome Lippett Charitable Trust

EIN 85-6060908 • 501(c)3 • Saint Louis, MO

Profile

To distribute income for the benefit of under-privileged children in and about the general vicinity and area of albuquerque, new mexico.

PO Box 505 Mac H0006-092Saint Louis, MO 63166

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

20th percentile

-28%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$4,727

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 46.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

51st percentile

-1.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

33%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$267,609

Down $2,772 (-1.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$267,609

Down $2,772 (-1.0%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin20th percentile

Revenue

Up

$10,101

Up $2,481 (+33%) from 2024

Expenses

Up

$12,880

Up $1,273 (+11%) from 2024

Net Income

Up

-$2,779

Up $1,208 (+30%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$300K$200K$100K$0Assets 2012: $194,043Liabilities 2012: $0Net Assets 2012: $194,0432012Assets 2013: $196,981Liabilities 2013: $0Net Assets 2013: $196,9812013Assets 2014: $206,303Liabilities 2014: $0Net Assets 2014: $206,3032014Assets 2015: $207,485Liabilities 2015: $0Net Assets 2015: $207,4852015Assets 2016: $198,440Liabilities 2016: $0Net Assets 2016: $198,4402016Assets 2017: $206,111Liabilities 2017: $0Net Assets 2017: $206,1112017Assets 2018: $212,469Liabilities 2018: $0Net Assets 2018: $212,4692018Assets 2019: $216,957Liabilities 2019: $0Net Assets 2019: $216,9572019Assets 2020: $245,177Liabilities 2020: $02020Assets 2021: $255,059Liabilities 2021: $0Net Assets 2021: $255,0592021Assets 2022: $275,833Liabilities 2022: $0Net Assets 2022: $275,8332022Assets 2023: $274,416Liabilities 2023: $0Net Assets 2023: $274,4162023Assets 2024: $270,381Liabilities 2024: $0Net Assets 2024: $270,3812024Assets 2025: $267,609Liabilities 2025: $0Net Assets 2025: $267,6092025

Highlighted filing

2025

Assets$267,609
Liabilities$0
Net Assets$267,609
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

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

$40K$20K$0-$20KRevenue 2012: $8,865Expenses 2012: $7,854Net Income 2012: $1,0112012Revenue 2013: $10,604Expenses 2013: $4,958Net Income 2013: $5,6462013Revenue 2014: $13,966Expenses 2014: $4,465Net Income 2014: $9,5012014Revenue 2015: $9,036Expenses 2015: $7,744Net Income 2015: $1,2922015Revenue 2016: $2,601Expenses 2016: $11,042Net Income 2016: -$8,4412016Revenue 2017: $15,120Expenses 2017: $7,825Net Income 2017: $7,2952017Revenue 2018: $14,529Expenses 2018: $8,164Net Income 2018: $6,3652018Revenue 2019: $13,396Expenses 2019: $8,881Net Income 2019: $4,5152019Revenue 2020: $33,353Expenses 2020: $5,162Net Income 2020: $28,1912020Revenue 2021: $19,033Expenses 2021: $9,045Net Income 2021: $9,9882021Revenue 2022: $37,457Expenses 2022: $16,765Net Income 2022: $20,6922022Revenue 2023: $9,426Expenses 2023: $10,872Net Income 2023: -$1,4462023Revenue 2024: $7,620Expenses 2024: $11,607Net Income 2024: -$3,9872024Revenue 2025: $10,101Expenses 2025: $12,880Net Income 2025: -$2,7792025

Highlighted filing

2025

Revenue$10,101
Expenses$12,880
Net Income-$2,779
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$267,609
Liabilities
$0
Net assets
$267,609
Revenue
$10,101
Expenses
$12,880
Net income
-$2,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.10$0.13$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.08$0.12$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.09$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.37$0.17$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.19$0.09$0.10
2020Summary only. Only limited summary data is available for this year.$2.45$0.00$0.33$0.05$0.28
2019Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$0.13$0.09$0.05
2018Summary only. Only limited summary data is available for this year.$2.12$0.00$2.12$0.15$0.08$0.06
2017Summary only. Only limited summary data is available for this year.$2.06$0.00$2.06$0.15$0.08$0.07
2016Summary only. Only limited summary data is available for this year.$1.98$0.00$1.98$0.03$0.11$0.08
2015Summary only. Only limited summary data is available for this year.$2.07$0.00$2.07$0.09$0.08$0.01
2014Summary only. Only limited summary data is available for this year.$2.06$0.00$2.06$0.14$0.04$0.10
2013Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$0.11$0.05$0.06
2012Summary only. Only limited summary data is available for this year.$1.94$0.00$1.94$0.09$0.08$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 6, 2025
Return Version
2024v5.2
Gross Receipts
$89,987
Mission and Program Overview

Mission

To distribute income for the benefit of under-privileged children in and about the general vicinity and area of albuquerque, new mexico.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$270,381$267,609▼ $2,772
Investments in Publicly Traded Securities$265,618$261,939▼ $3,679
Savings and Temporary Cash Investments$4,763$5,670▲ $907
Total Assets$270,381$267,609▼ $2,772
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$270,381$267,609▼ $2,772
Total Liabilities and Net Assets / Fund Balance$270,381$267,609▼ $2,772
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseTotal
-Trustee$4,727$4,727

Board Members and Trustees

NameTitle
Jay F BoydBoard Member
Michael D DeverzeioBoard Member
Stephen MontoyaBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$10,101
Other Revenue
$0
Change in Net Assets
$-2,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,035
Salaries, Compensation, and Employee Benefits$4,727
Other Expenses$2,118
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,035--$6,035
Current Officers, Directors, Trustees, and Key Employees$1,182$3,545-$4,727
Fees for Services Accounting$2,070--$2,070
Other Expenses-$48-$48
Total Functional Expenses$9,287$3,593$0$12,880
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Sole trustee recieves and reviews the form 990”

Explanation for Form 990, Page 6, Part VI, Line 9

“Jay f. Boyd, po box 30850 albuquerque, nm 87103 and stephen montoya, po box 1048, albuquerque, nm 87103.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The organization complies with the same enforcement policy as its trustee”

Form 990, Page 6, Part VI, Line 19

“No documents are available to the public”

Filing and Contact Details

Filer

Filer Name
Jerome Lippett Charitable Trust
EIN
85-6060908
Phone
8003523705
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2025-10-06
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Nm
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adjustment: $1, rounding $6”

Raw XML Appendix362 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt0620
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt06035
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt080506
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0265618
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt079886
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOLE TRUSTEE RECIEVES AND REVIEWS THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JAY F. BOYD, PO BOX 30850 ALBUQUERQUE, NM 87103 AND STEPHEN MONTOYA, PO BOX 1048, ALBUQUERQUE, NM 87103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION COMPLIES WITH THE SAME ENFORCEMENT POLICY AS ITS TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND TIMING ADJUSTMENT: $1, ROUNDING $6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-06
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ReturnHeader/Filer/PhoneNum08003523705
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ReturnHeader/ReturnTs02025-10-06T18:01:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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