Civic Intelligence

Joan and David Lincoln Foundation

990PF • Fiscal year 2016 • EIN 46-1228601

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 12, 2016

Organization Profile
1819 East Morten Ave Suite 120Phoenix, AZ 85020

(602) 264-3151

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

Higher debt load relative to revenue than 35% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

3rd percentile

-309%

Higher net margin than 3% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

8th percentile

-20%

Faster asset growth than 8% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-43%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$757,720

Down $192,618 (-20%) from 2015

Net Assets

Down

$757,720

Down $192,618 (-20%) from 2015

Liabilities

Flat

$1

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin3rd percentile

Revenue

Down

$62,280

Down $46,320 (-43%) from 2015

Expenses

Up

$254,898

Up $71 (+0.0%) from 2015

Net Income

Down

-$192,618

Down $46,391 (-32%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2016

Assets$757,720
Liabilities$1
Net Assets$757,720
Open 2016 Filing

Operations Trend

Revenue Growth10th 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

2016

Revenue$62,280
Expenses$254,898
Net Income-$192,618
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 12, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay54th 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
1819 EAST MORTEN AVE SUITE 120, PHOENIX, AZ 85020

Signing Officer

Name
David C Lincoln
Title
President
Phone
6029447400
Signed
2016-09-12
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 Appendix303 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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AccountingFeesSchedule/AccountingFeesDetail/Amt01200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm015500 SS LINCOL ELECTRIC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID C LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOAN R LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JAMES R LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3VIRGINIA LINCOLN GREENLUN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CARL R LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KATHRYN J LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID C LINCOLN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHOENIX
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt21038
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INTERNAL REVENUE SERVICE
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02500
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID C LINCOLN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06029447400
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN AND DAVID LINCOLN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0461228601
ReturnHeader/Filer/USAddress/AddressLine1Txt01819 EAST MORTEN AVE SUITE 120
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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/PreparationDt02016-09-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William B Harmon
ReturnHeader/ReturnTs02016-09-02T09:23:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$757,720
Liabilities
$1
Net assets
$757,720
Revenue
$62,280
Expenses
$254,898
Net income
-$192,618
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