Civic Intelligence

Lincoln Foundation Inc

990EZ • Fiscal year 2022 • EIN 04-2445165

Jan 01, 2022 to Dec 31, 2022 • Filed on May 04, 2023

Organization ProfileN/A
PO Box 341Lincoln, MA 01773

(781) 799-8662

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

80th percentile

32%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

60th percentile

7.9%

Faster asset growth than 60% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

99th percentile

2077%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$80,910

Up $11,406 (+16%) from 2020

Net Assets

$80,910

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin80th percentile

Revenue

Up

$99,976

Up $99,765 (+47282%) from 2020

Expenses

Up

$68,233

Up $68,016 (+31344%) from 2020

Net Income

Up

$31,743

Up $31,749 (+529150%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$400K$300K$200K$100K$0Assets 2010: $57,437Liabilities 2010: $0Net Assets 2010: $57,4372010Assets 2011: $56,996Liabilities 2011: $0Net Assets 2011: $56,9962011Assets 2012: $56,403Liabilities 2012: $0Net Assets 2012: $56,4032012Assets 2013: $67,359Liabilities 2013: $0Net Assets 2013: $67,3592013Assets 2014: $73,230Liabilities 2014: $0Net Assets 2014: $73,2302014Assets 2015: $70,500Liabilities 2015: $0Net Assets 2015: $70,5002015Assets 2016: $74,017Liabilities 2016: $02016Assets 2017: $74,052Liabilities 2017: $02017Assets 2018: $73,919Liabilities 2018: $02018Assets 2019: $69,510Liabilities 2019: $02019Assets 2020: $69,504Liabilities 2020: $02020Assets 2022: $80,910Liabilities 2022: $0Net Assets 2022: $80,9102022Assets 2023: $322,845Liabilities 2023: $0Net Assets 2023: $322,8452023Assets 2024: $295,950Liabilities 2024: $0Net Assets 2024: $295,9502024

Highlighted filing

2022

Assets$80,910
Liabilities$0
Net Assets$80,910
Open 2022 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $16,4572010Expenses 2011: $5422011Expenses 2012: $7012012Revenue 2013: $22,037Expenses 2013: $11,081Net Income 2013: $10,9562013Revenue 2014: $16,332Expenses 2014: $10,461Net Income 2014: $5,8712014Revenue 2015: $6,606Expenses 2015: $9,337Net Income 2015: -$2,7312015Revenue 2016: $9,996Expenses 2016: $6,479Net Income 2016: $3,5172016Revenue 2017: $65Expenses 2017: $30Net Income 2017: $352017Revenue 2018: $168Expenses 2018: $301Net Income 2018: -$1332018Revenue 2019: $211Expenses 2019: $4,620Net Income 2019: -$4,4092019Revenue 2020: $211Expenses 2020: $217Net Income 2020: -$62020Revenue 2022: $99,976Expenses 2022: $68,233Net Income 2022: $31,7432022Revenue 2023: $286,531Expenses 2023: $44,596Net Income 2023: $241,9352023Revenue 2024: $38,015Expenses 2024: $64,910Net Income 2024: -$26,8952024

Highlighted filing

2022

Revenue$99,976
Expenses$68,233
Net Income$31,743
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Gross Receipts
$99,976
Mission and Program Overview

Mission

Promote & preserve

Administer Affordable Housing

Program Services

DescriptionGrantsExpenses
Promote & preserve afforable housing in Lincoln--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terri MorganPresident-$0--
Rhonda SwainTreasurer-$0--
Laura KollerSecretary-$0--
George HolbrookBoard Member-$0--
Justin ByrdBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Lincoln Foundation
EIN
04-2445165
Address
PO Box 341, Lincoln, MA 01773

Signing Officer

Name
Terri Morgan
Title
President
Phone
7817998662
Signed
2023-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Abbott and Company LLC
Address
1 Militia Drive, Lexington, MA 02421
Preparer
Mellinda Abbott
Phone
7818632272
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Home Improvement 46B Indian Camp Lane Grantee Paula Robinson Amount 5,000Activity Home Improvement 28 Indian Camp Lane Grantee Papalia Home Services Amount 6,000Activity Home Improvement 26B Indian Camp Lane Grantee Nashoba Heating & Cooling Amount 6,000Activity Home Improvement 2C No Commons Grantee Northeast Home & Energy Amount 6,000Activity Septic System Assessment Help MMC 102 Grantee Minuteman Commons Condo AssociationAmount 8,000Activity Septic System Assessment Help MMC 108 Grantee Minuteman Commons Condo AssociationAmount 6,500Activity Septic System Assessment Help MMC 201 Grantee Minuteman Commons Condo AssociationAmount 8,000Activity Septic System Assessment Help MMC 202 Grantee Minuteman Commons Condo AssociationAmount 6,500Activity Home Improvement 46A Indian Camp Lane Grantee PR Douglas Co Amount 6,000Activity Various Home Improvement Projects Amount 9,835”

Description of other expenses Part I line 16

“Description AmountSquarespace Subscription 192”

Raw XML Appendix157 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Rhonda Swain
IRS990EZ/BooksInCareOfDetail/PhoneNum07817998662
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0143 S Great Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lincoln
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001773
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049167
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080910
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05100
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt031743
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt049167
IRS990EZ/Form990TotalAssetsGrp/EOYAmt080910
IRS990EZ/GrantsAndSimilarAmountsPaidAmt067835
IRS990EZ/GrossReceiptsAmt099976
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0561
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049167
IRS990EZ/NetAssetsOrFundBalancesEOYAmt080910
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049167
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080910
IRS990EZ/OccupancyRentUtltsAndMaintAmt040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Terri Morgan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Rhonda Swain
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Laura Koller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3George Holbrook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Justin Byrd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0192
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Administer Affordable Housing
IRS990EZ/PrintingPublicationsPostageAmt0166
IRS990EZ/ProgramServiceRevenueAmt094315
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promote & preserve afforable housing in Lincoln
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068233
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt099976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt099315
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt099315
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0561
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0561
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0561
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0100
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99340
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt099315
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt099315
IRS990ScheduleA/Total509Grp/TotalAmt099315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt099976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt099976
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Home Improvement 46B Indian Camp Lane Grantee Paula Robinson Amount 5,000Activity Home Improvement 28 Indian Camp Lane Grantee Papalia Home Services Amount 6,000Activity Home Improvement 26B Indian Camp Lane Grantee Nashoba Heating & Cooling Amount 6,000Activity Home Improvement 2C No Commons Grantee Northeast Home & Energy Amount 6,000Activity Septic System Assessment Help MMC 102 Grantee Minuteman Commons Condo AssociationAmount 8,000Activity Septic System Assessment Help MMC 108 Grantee Minuteman Commons Condo AssociationAmount 6,500Activity Septic System Assessment Help MMC 201 Grantee Minuteman Commons Condo AssociationAmount 8,000Activity Septic System Assessment Help MMC 202 Grantee Minuteman Commons Condo AssociationAmount 6,500Activity Home Improvement 46A Indian Camp Lane Grantee PR Douglas Co Amount 6,000Activity Various Home Improvement Projects Amount 9,835
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountSquarespace Subscription 192
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Terri Morgan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07817998662
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lincoln Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0042445165
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 341
ReturnHeader/Filer/USAddress/CityNm0Lincoln
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001773
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371658257
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Abbott and Company LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 Militia Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lexington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002421
ReturnHeader/PreparerPersonGrp/PhoneNum07818632272
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mellinda Abbott
ReturnHeader/ReturnTs02023-05-08T15:39:19-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Terri
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Morgan
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$80,910
Liabilities
$0
Net assets
$80,910
Revenue
$99,976
Expenses
$68,233
Net income
$31,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.38$0.65$0.27
2023Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$2.87$0.45$2.42
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$1.00$0.68$0.32
2020Summary only. Only limited summary data is available for this year.$0.70$0.00$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.70$0.00$0.00$0.05$0.04
2018Summary only. Only limited summary data is available for this year.$0.74$0.00$0.00$0.00$0.00
2017Summary only. Only limited summary data is available for this year.$0.74$0.00$0.00$0.00$0.00
2016Summary only. Only limited summary data is available for this year.$0.74$0.00$0.10$0.06$0.04
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.71$0.00$0.71$0.07$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.16$0.10$0.06
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.67$0.00$0.67$0.22$0.11$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.00$0.57$0.16