TIP YOUR HEART FOUNDATION: Form 990EZ, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TIP YOUR HEART FOUNDATION (EIN 75-3215864)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-11
- IRS object ID
- 202303159349201235
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-11T13:23:46-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832980331 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Small-Oak Consulting | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9475 Oakwilde Ave | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753215864 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIP YOUR HEART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIPY | BusinessNameControlTxt |
| Phone | 2093331032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2488 MAGGIO CIRCLE | AddressLine1Txt |
| City | LODI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANISE J BURKE | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2023-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LANISE J | PersonFirstNm |
| Person Last | BURKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Myra G Christensen | PreparerPersonNm |
| PTIN | P00955014 | PTIN |
| Phone | 2094036573 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | WWW.TIPYOURHEART.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $101,200 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $85,450 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $15,750 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $10,387 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $5,363 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $90,813 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $89,304 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,750 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $125 | OtherExpensesTotalAmt |
| Total Expenses | $91,179 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$366 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $13,900 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,534 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,900 | BOYAmt |
| EOY | $13,534 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,900 | BOYAmt |
| EOY | $13,534 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,900 | BOYAmt |
| EOY | $13,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | RAISE MONEY FOR VARIOUS CHARITIES - INCLUDING LOCAL SELF-HELP ORGANIZATIONS & CANCER RESEARCH | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | AS A RESULT OF THE SUCCESS OF THE 2022 EVENT ALONG WITH GENERAL CONTRIBUTIONS, TIP YOUR HEART WAS ABLE TO PROVIDE A TOTAL OF $89,304 TO VARIOUS SOCIAL WELFARE ORGANIZATIONS. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $10,387 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,387 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| LEO P BURKE III | ||
| President | 0 | $0 |
| LANISE J BURKE | ||
| Secretary | 0 | $0 |
| SHARON SMITH | ||
| Director | 0 | $0 |
| RUBY SAUSEDA | ||
| Director | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MYRA G CHRISTENSEN CPA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2488 MAGGIO CIRCLE | AddressLine1Txt |
| City | LODI | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2094036573 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,450 | CurrentTaxYearAmt |
| Total | $449,050 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $24,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,750 | CurrentTaxYearAmt |
| Total | $110,250 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,200 | CurrentTaxYearAmt |
| Total | $559,300 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $13,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,950 | CurrentTaxYearAmt |
| Total | $122,504 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,804 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $13,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,950 | CurrentTaxYearAmt |
| Total | $122,504 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $436,796 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149,200 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $101,200 | CurrentTaxYearAmt |
| Total | $559,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.78100 | PublicSupportCY509Pct |
| Public Support PY509 | 0.74440 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SEPT GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $63,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $47,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $6,809 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,578 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $63,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $47,250 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,750 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $6,809 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,578 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,387 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,363 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: $78000 |
| Other Expenses.1 | DEPARTMENT OF JUSTICE $75 |
| Other Expenses.2 | RRF-1 FEE $50 |
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