Civic Intelligence

Joan and David Lincoln Foundation

990PF • Fiscal year 2015 • EIN 46-1228601

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 01, 2015

Organization Profile
1741 E Morten AvenuePhoenix, AZ 85020

(602) 264-3151

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.00x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

5th percentile

-135%

Higher net margin than 5% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

11th percentile

-13%

Faster asset growth than 11% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

62nd percentile

7.7%

Faster revenue growth than 62% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$950,338

Down $146,227 (-13%) from 2014

Net Assets

Down

$950,338

Down $146,227 (-13%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin5th percentile

Revenue

Up

$108,600

Up $7,757 (+7.7%) from 2014

Expenses

Up

$254,827

Up $698 (+0.3%) from 2014

Net Income

Up

-$146,227

Up $7,059 (+4.6%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$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

2015

Assets$950,338
Liabilities$1
Net Assets$950,338
Open 2015 Filing

Operations Trend

Revenue Growth62nd percentile

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

2015

Revenue$108,600
Expenses$254,827
Net Income-$146,227
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 1, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID C LINCOLNPresident-$0--
JOAN R LINCOLNVice President-$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
1741 E MORTEN AVENUE, PHOENIX, AZ 85020

Signing Officer

Name
David C Lincoln
Title
President
Phone
6029447400
Signed
2015-09-01
Discuss with paid preparer
Yes

Preparer

Firm
Harmon Dugwyler & Company
Address
77 E Columbus Suite 101, Phoenix, AZ 85012
Preparer
William B Harmon
Phone
6022643151
Raw XML Appendix300 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID C LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN R LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES R LINCOLN
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IRS990PF/StatementsRegardingActyGrp/PhoneNum06029447400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0LINCOLN ETHICS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ARIZONA STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX2260
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt075041
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt075041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0245419
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0425205
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0179786
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0245419
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0254827
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0179786
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0425205
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0245419
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2967
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ARIZONA CORPORATION COMMISSION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INTERNAL REVENUE SERVICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2967
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2967
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2967
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID C LINCOLN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029447400
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN AND DAVID LINCOLN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0461228601
ReturnHeader/Filer/USAddress/AddressLine1Txt01741 E MORTEN AVENUE
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085020
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/PreparationDt02015-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William B Harmon
ReturnHeader/ReturnTs02015-08-26T11:00:29-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$950,338
Liabilities
$1
Net assets
$950,338
Revenue
$108,600
Expenses
$254,827
Net income
-$146,227
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
Peer Organizations

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