Civic Intelligence

Joan and David Lincoln Foundation

EIN 46-1228601 • Phoenix, AZ

1819 East Morten Ave Suite 120Phoenix, AZ 85020
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2018

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

$500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

46th percentile

0.9%

Faster asset growth than 46% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$784,462

Up $6,864 (+0.9%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$784,462

Up $6,864 (+0.9%) from 2017

Operations
Liabilities / Revenue40th percentileNet Margin87th percentile

Revenue

Down

$15,398

Down $258,914 (-94%) from 2017

Expenses

Down

$8,534

Down $245,900 (-97%) from 2017

Net Income

Down

$6,864

Down $13,014 (-65%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $1,249,851Liabilities 2013: $1Net Assets 2013: $1,249,8512013Assets 2014: $1,096,565Liabilities 2014: $1Net Assets 2014: $1,096,5652014Assets 2015: $950,338Liabilities 2015: $1Net Assets 2015: $950,3382015Assets 2016: $757,720Liabilities 2016: $1Net Assets 2016: $757,7202016Assets 2017: $777,598Liabilities 2017: $0Net Assets 2017: $777,5982017Assets 2018: $784,462Liabilities 2018: $0Net Assets 2018: $784,4622018

Highlighted filing

2018

Assets$784,462
Liabilities$0
Net Assets$784,462
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $1,255,671Expenses 2013: $5,820Net Income 2013: $1,249,8512013Revenue 2014: $100,843Expenses 2014: $254,129Net Income 2014: -$153,2862014Revenue 2015: $108,600Expenses 2015: $254,827Net Income 2015: -$146,2272015Revenue 2016: $62,280Expenses 2016: $254,898Net Income 2016: -$192,6182016Revenue 2017: $274,312Expenses 2017: $254,434Net Income 2017: $19,8782017Revenue 2018: $15,398Expenses 2018: $8,534Net Income 2018: $6,8642018

Highlighted filing

2018

Revenue$15,398
Expenses$8,534
Net Income$6,864
Open 2018 Filing

Filings

Most recent year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$784,462
Liabilities
$0
Net assets
$784,462
Revenue
$15,398
Expenses
$8,534
Net income
$6,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.02$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.27$0.25$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.06$0.25$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.11$0.25$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.10$0.25$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.26$0.01$1.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID C LINCOLNPresident-$0--
JAMES R LINCOLNSecretary Treasurer-$0--
VIRGINIA LINCOLN GREENLUNDirector-$0--
CARL R LINCOLNDirector-$0--
KATHRYN J LINCOLNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Joan and David Lincoln Foundation
EIN
46-1228601
Address
1819 EAST MORTEN AVE SUITE 120, PHOENIX, AZ 85020

Signing Officer

Name
James R Lincoln
Title
President
Phone
6029447400
Signed
2018-08-15
Discuss with paid preparer
No

Preparer

Firm
Harmon Dugwyler & Company
Address
77 E Columbus Suite 101, Phoenix, AZ 85012
Preparer
William B Harmon
Phone
6022643151
Raw XML Appendix306 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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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0250000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0192618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0179786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0245419
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0867823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0250000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0192618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0179786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0245419
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01985
IRS990PF/UndistributedIncomeGrp/Taxable2Amt04889
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0867823
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06874
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01975
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01975
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ARIZONA CORPORATION COMMISSION
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02500
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt02699
TaxesSchedule/TaxesDetail/Amt02699
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02699
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R LINCOLN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029447400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN AND DAVID LINCOLN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0461228601
ReturnHeader/Filer/USAddress/AddressLine1Txt01819 EAST MORTEN AVE SUITE 120
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085020
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04AC29F822A924267CBDBD8B4230F0C1E98E0DCAF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04AC29F822A924267CBDBD8B4230F0C1E98E0DCAF
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08649022018235k5j0qg1
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.181.132.246
ReturnHeader/FilingSecurityInformation/IPDt02018-08-23
ReturnHeader/FilingSecurityInformation/IPTm019:37:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860287453
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Harmon Dugwyler & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 E Columbus Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085012
ReturnHeader/PreparerPersonGrp/PhoneNum06022643151
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William B Harmon
ReturnHeader/ReturnTs02018-08-08T18:38:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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