Civic Intelligence

L&M Foundation

990PF • Fiscal year 2015 • EIN 04-6029209

Jan 01, 2015 to Dec 31, 2015 • Filed on May 16, 2016

Organization Profile
12212 N Paradise Village Pkwy 233Phoenix, AZ 85032

(602) 485-3144

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-214%

Higher net margin than 4% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

17th percentile

-22%

Faster asset growth than 17% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-70%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$65,212

Down $18,218 (-22%) from 2014

Net Assets

$65,212

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $767 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$7,051

Down $16,686 (-70%) from 2014

Expenses

Up

$22,111

Up $15,655 (+242%) from 2014

Net Income

Down

-$15,060

Down $32,341 (-187%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$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

2015

Assets$65,212
Liabilities$0
Net Assets$65,212
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$7,051
Expenses$22,111
Net Income-$15,060
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 16, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

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

Filer

Filer Name
L&m Foundation
EIN
04-6029209
Phone
6024853144
Address
12212 N PARADISE VILLAGE PKWY 233, PHOENIX, AZ 85032

Signing Officer

Name
Joan Berkowitz
Title
Trustee
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Aalfs Evans & Company LLP
Address
104 D Street, Eureka, CA 95501-0470
Preparer
Anthony D Stubbs
Phone
7074448242
Raw XML Appendix342 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER RECEIVABLE
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt02391
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN FUND VALUE
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05265
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FOUNTAIN SQUARE RENTAL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05265
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05265
TaxesSchedule/TaxesDetail/Amt0361
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0361
ReturnHeader/BuildTS02016-12-15 16:53:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN BERKOWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
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ReturnHeader/Filer/EIN0046029209
ReturnHeader/Filer/PhoneNum06024853144
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 D Street
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0955010470
ReturnHeader/PreparerPersonGrp/PhoneNum07074448242
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony D Stubbs
ReturnHeader/ReturnTs02016-05-16T15:09:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$65,212
Liabilities
$0
Net assets
$65,212
Revenue
$7,051
Expenses
$22,111
Net income
-$15,060
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