Civic Intelligence

L&M Foundation

EIN 04-6029209 • Phoenix, AZ

12212 N Paradise Village PkwyPhoenix, AZ 85032
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2017

Net Margin

48th percentile

0.0%

Higher net margin than 48% of similar nonprofits.

<$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

88th percentile

73%

Faster revenue growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $65,212 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$0

Down $65,212 (-100%) from 2015

Operations
Liabilities / Revenue62nd percentileNet Margin48th percentile

Revenue

Up

$21,198

Up $14,147 (+201%) from 2015

Expenses

Down

$21,198

Down $913 (-4.1%) from 2015

Net Income

Up

$0

Up $15,060 (+100%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2011: $76,844Liabilities 2011: $02011Assets 2012: $71,611Liabilities 2012: $02012Assets 2013: $65,113Liabilities 2013: $7672013Assets 2014: $83,430Liabilities 2014: $7672014Assets 2015: $65,212Liabilities 2015: $0Net Assets 2015: $65,2122015Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities$0
Net Assets$0
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10K-$20KRevenue 2011: $8,472Expenses 2011: $5,822Net Income 2011: $2,6502011Revenue 2012: $12,761Expenses 2012: $15,823Net Income 2012: -$3,0622012Revenue 2013: $1,530Expenses 2013: $8,261Net Income 2013: -$6,7312013Revenue 2014: $23,737Expenses 2014: $6,456Net Income 2014: $17,2812014Revenue 2015: $7,051Expenses 2015: $22,111Net Income 2015: -$15,0602015Revenue 2017: $21,198Expenses 2017: $21,198Net Income 2017: $02017

Highlighted filing

2017

Revenue$21,198
Expenses$21,198
Net Income$0
Open 2017 Filing

Filings

Most recent year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$21,198
Expenses
$21,198
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$21.2$21.2$0.00
2015Detailed filing. Detailed filing data is available for this year.$65.2$0.00$65.2$7.05$22.1$15.1
2014Summary only. Only limited summary data is available for this year.$83.4$0.77$23.7$6.46$17.3
2013Summary only. Only limited summary data is available for this year.$65.1$0.77$1.53$8.26$6.73
2012Summary only. Only limited summary data is available for this year.$71.6$0.00$12.8$15.8$3.06
2011Summary only. Only limited summary data is available for this year.$76.8$0.00$8.47$5.82$2.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARKE MATTHEWSTrustee-$0--
GLENN MATTHEWSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
L&m Foundation
EIN
04-6029209
Address
12212 N PARADISE VILLAGE PKWY, Phoenix, AZ 85032

Signing Officer

Name
Joan Berkowitz
Title
Trustee
Phone
6024853144
Signed
2018-04-09
Discuss with paid preparer
No

Preparer

Firm
Roberts Tax Advisory
Address
207 N Gilbert Rd Ste 1, Gilbert, AZ 85234
Preparer
David Roberts
Phone
4802702802
Raw XML Appendix232 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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ReturnHeader/TaxPeriodEndDt02017-12-31
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