JEROME LIPPETT CHARITABLE TRUST

EIN: 856060908 501(c)(3)

SAINT LOUIS, MO

Total Revenue
$10,101
Total Expenses
$12,880
Total Assets
$267,609
Net Assets
$267,609
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
NM
Phone
8003523705
Tax Period
2024-06-01 to 2025-05-31

JEROME LIPPETT CHARITABLE TRUST, founded in 1972, is a micro nonprofit that reported $10K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $13K exceeded revenue, resulting in a 28% operating deficit.

Mission

TO DISTRIBUTE INCOME FOR THE BENEFIT OF UNDER-PRIVILEGED CHILDREN IN AND ABOUT THE GENERAL VICINITY AND AREA OF ALBUQUERQUE, NEW MEXICO.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $10,101
Other Revenue $0
TOTAL REVENUE $10,101

Expense Breakdown

Grants Paid $6,035
Salaries & Benefits $4,727
Fundraising Expenses $0
Program Expenses $9,287
Other Expenses $2,118
TOTAL EXPENSES $12,880

Year-over-Year Comparison

2024 2023 Change
Revenue $10,101 $7,620 +0.3%
Expenses $12,880 $11,607 +0.1%
Net Income $-2,779 $-3,987 -0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL D DEVERZEIO BOARD MEMBER N/A
Director
$0 $0 $0
STEPHEN MONTOYA BOARD MEMBER N/A
Director
$0 $0 $0
JAY F BOYD BOARD MEMBER N/A
Director
$0 $0 $0
N/A TRUSTEE N/A
$4,727 $0 $4,727
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $10,101 $12,880 $267,609 $-2,779
2024 $7,620 $11,607 $270,381 $-3,987
2023 $9,426 $10,872 $274,416 $-1,446
2022 $37,457 $16,765 $275,833 $20,692
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