TIP YOUR HEART FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TIP YOUR HEART FOUNDATION (EIN 75-3215864)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202033169349201863
- Schema version
- 2019v5.0
- 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 | 2020-11-11T10:11:04-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $158,700 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $124,200 | ContributionsGiftsGrantsEtcAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $34,500 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $23,195 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $11,305 | SpecialEventsNetIncomeLossAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $135,505 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $124,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,895 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $10 | OtherExpensesTotalAmt |
| Total Expenses | $125,905 | TotalExpensesAmt |
| Excess Or Deficit For Year | $9,600 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $22,197 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,797 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,197 | BOYAmt |
| EOY | $31,797 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,197 | BOYAmt |
| EOY | $31,797 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,197 | BOYAmt |
| EOY | $31,797 | 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 | HOSTED TWO SOCIAL EVENTS IN 2019. THE TWO SOCIAL EVENTS WERE GOLF/DINNER FUNDRAISERS. AS A RESULT OF THE SUCCESS OF THE TWO 2019 EVENTS, TIP YOUR HEART WAS ABLE TO GIVE $124,000 TO VARIOUS SOCIAL WELFARE ORANIZATIONS. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $23,195 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $23,195 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 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 |
| JIM WOOD | ||
| 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 | $96,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,500 | CurrentTaxYearAmt |
| Total | $539,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $36,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,500 | CurrentTaxYearAmt |
| Total | $70,500 | 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 | $96,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,000 | CurrentTaxYearAmt |
| Total | $609,500 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,250 | CurrentTaxYearAmt |
| Total | $260,704 | 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 | $60,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,250 | CurrentTaxYearAmt |
| Total | $260,704 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $348,796 | 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 | $96,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $121,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,000 | CurrentTaxYearAmt |
| Total | $609,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.57230 | PublicSupportCY509Pct |
| Public Support PY509 | 0.53060 | 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 | DOG & TROUT GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $70,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $49,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,000 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $11,409 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,840 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,232 | OtherDirectExpensesEvent1Amt |
| Event2 | SEPT GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $54,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $40,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $13,500 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $4,514 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,200 | EntertainmentEvent2Amt |
| Gross Receipts Total | $124,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $89,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $34,500 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $15,923 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,040 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,232 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,195 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,305 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.2 | | Donee's Name: CANCER KIDS OF SJ | Donee's Address: PO BOX 1592 WOODBRIDGE CA 95258 | Cash Amount Given: $26500 |
| Grants and Similar Amounts Paid In Excess of $5,000.7 | | Donee's Name: LODI HOUSE | Donee's Address: 801 S. WASHINGTON STREET LODI CA 95240 | Cash Amount Given: $21000 |
| 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 |
| Other Expenses.1 | CA Form 199 fee $10 |
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