Civic Intelligence

Joan and David Lincoln Foundation

990PF • Fiscal year 2018 • EIN 46-1228601

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 15, 2018

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

37th percentile

0.00x

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

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

Liabilities / Revenue

37th percentile

0.00x

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

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

Net Margin

89th percentile

45%

Higher net margin than 89% of similar nonprofits.

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

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.

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

Asset Growth

50th percentile

0.9%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$784,462

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

Net Assets

Up

$784,462

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

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin89th 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

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2018

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

Operations Trend

Revenue Growth1st 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

2018

Revenue$15,398
Expenses$8,534
Net Income$6,864
Open 2018 Filing
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 Pay54th percentile

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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt01200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0455003
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm09500 SS LINCOLN ELECTRIC
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID C LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES R LINCOLN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2VIRGINIA LINCOLN GREENLUN
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01985
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
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0867823
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0867823
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06874
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01975
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01975
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01975
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ARIZONA CORPORATION COMMISSION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
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

Document Assets

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Filings

Displayed 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