Civic Intelligence

Jerome Lippett Memorial Trust

990 • Fiscal year 2022 • EIN 85-6060908

Jun 01, 2021 to May 31, 2022 • Filed on Oct 12, 2022

Organization ProfileN/A
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$4,894

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

60th percentile

8.1%

Faster asset growth than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

83rd percentile

97%

Faster revenue growth than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$275,833

Up $20,774 (+8.1%) from 2021

Net Assets

Up

$275,833

Up $20,774 (+8.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

Up

$37,457

Up $18,424 (+97%) from 2021

Expenses

Up

$16,765

Up $7,720 (+85%) from 2021

Net Income

Up

$20,692

Up $10,704 (+107%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$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

2022

Assets$275,833
Liabilities$0
Net Assets$275,833
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$37,457
Expenses$16,765
Net Income$20,692
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Oct 12, 2022
Return Version
2021v4.1
Gross Receipts
$206,434
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$255,059$275,833▲ $20,774
Investments in Publicly Traded Securities$245,298$270,311▲ $25,013
Savings and Temporary Cash Investments$9,761$5,522▼ $4,239
Total Assets$255,059$275,833▲ $20,774
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$255,059$275,833▲ $20,774
Total Liabilities and Net Assets / Fund Balance$255,059$275,833▲ $20,774
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleBaseTotal
-Trustee$4,894$4,894

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
$37,457
Other Revenue
$0
Change in Net Assets
$20,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,806
Salaries, Compensation, and Employee Benefits$4,894
Other Expenses$65
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,806--$11,806
Current Officers, Directors, Trustees, and Key Employees$1,223$3,671-$4,894
Other Expenses-$65-$65
Total Functional Expenses$13,029$3,736$0$16,765
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
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2022-10-12
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pricewaterhousecoopers 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 difference and cost basis adjustments.”

Raw XML Appendix360 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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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 DIFFERENCE AND COST BASIS ADJUSTMENTS.
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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEROME LIPPETT CHARITABLE TRUST
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ReturnHeader/Filer/PhoneNum08887304933
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/ReturnTs02022-10-12T15:00:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$275,833
Liabilities
$0
Net assets
$275,833
Revenue
$37,457
Expenses
$16,765
Net income
$20,692
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