Civic Intelligence

Lincoln Education Enrichment Fund

990EZ • Fiscal year 2020 • EIN 77-0491913

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 18, 2020

21710 McClellan RdCupertino, CA 95014

(408) 218-3277

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

20%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

21%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$345,890

Up $56,592 (+20%) from 2019

Net Assets

$345,635

No earlier filing loaded for comparison.

Liabilities

Up

$255

Up $255 from 2019

Revenue

Up

$143,961

Up $25,073 (+21%) from 2019

Expenses

Down

$87,624

Down $1,070 (-1.2%) from 2019

Net Income

Up

$56,337

Up $26,143 (+87%) from 2019

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $180,635Liabilities 2011: $02011Assets 2012: $217,731Liabilities 2012: $02012Assets 2013: $175,768Liabilities 2013: $02013Assets 2014: $191,704Liabilities 2014: $02014Assets 2015: $192,001Liabilities 2015: $192,0012015Assets 2016: $207,739Liabilities 2016: $02016Assets 2017: $236,335Liabilities 2017: $02017Assets 2018: $259,104Liabilities 2018: $02018Assets 2019: $289,298Liabilities 2019: $02019Assets 2020: $345,890Liabilities 2020: $255Net Assets 2020: $345,6352020Assets 2021: $315,213Liabilities 2021: $0Net Assets 2021: $315,2132021Assets 2022: $333,795Liabilities 2022: $0Net Assets 2022: $333,7952022Assets 2023: $345,281Liabilities 2023: $0Net Assets 2023: $345,2812023Assets 2024: $364,485Liabilities 2024: $0Net Assets 2024: $364,4852024Assets 2025: $404,929Liabilities 2025: $0Net Assets 2025: $404,9292025

Highlighted filing

2020

Assets$345,890
Liabilities$255
Net Assets$345,635

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $111,376Expenses 2011: $102,694Net Income 2011: $8,6822011Revenue 2012: $132,424Expenses 2012: $95,328Net Income 2012: $37,0962012Revenue 2013: $114,523Expenses 2013: $156,486Net Income 2013: -$41,9632013Revenue 2014: $89,768Expenses 2014: $73,832Net Income 2014: $15,9362014Revenue 2015: $85,236Expenses 2015: $84,989Net Income 2015: $2472015Revenue 2016: $110,590Expenses 2016: $85,363Net Income 2016: $25,2272016Revenue 2017: $97,641Expenses 2017: $69,045Net Income 2017: $28,5962017Revenue 2018: $96,566Expenses 2018: $73,822Net Income 2018: $22,7442018Revenue 2019: $118,888Expenses 2019: $88,694Net Income 2019: $30,1942019Revenue 2020: $143,961Expenses 2020: $87,624Net Income 2020: $56,3372020Revenue 2021: $28,568Expenses 2021: $58,990Net Income 2021: -$30,4222021Revenue 2022: $108,387Expenses 2022: $89,805Net Income 2022: $18,5822022Revenue 2023: $158,272Expenses 2023: $146,786Net Income 2023: $11,4862023Revenue 2024: $136,954Expenses 2024: $117,750Net Income 2024: $19,2042024Revenue 2025: $160,515Expenses 2025: $120,071Net Income 2025: $40,4442025

Highlighted filing

2020

Revenue$143,961
Expenses$87,624
Net Income$56,337
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 18, 2020
Return Version
2019v5.1
Gross Receipts
$143,961
Mission and Program Overview

Mission

Support enrichment for lincoln students

Program Services

DescriptionGrantsExpenses
SUPPORT ENRICHMENT PROGRAMS FOR LINCOLN ELEMENTARY SCHOOL OF 576 STUDENTS$86,232-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC CHANGPresident-$0--
HUI YANGTreasurer-$0--
JESSICA L STROHMANNAssistant Treasurer-$0--
JOANNE BUGARLNActivity Chair-$0--
Filing and Contact Details

Filer

Filer Name
Lincoln Education Enrichment Fund
EIN
77-0491913
Address
21710 McClellan Rd, Cupertino, CA 95014

Signing Officer

Name
Hui Yang
Title
Treasurer
Phone
4082183277
Signed
2020-11-18
Discuss with paid preparer
No

Preparer

Firm
Mvtax Inc
Address
7558 ERIN WAY, Cupertino, CA 95014
Preparer
Mingming Liang
Phone
4087172164
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

Description AmountRECEIVED FROM AMAZON SMILE 88

List of grants and similar amounts paid Part I line 10

Activity GRANTS Grantee CUPERTINO UNION SCHOOL DISTRICT Street 10301 VISTA DR City, State, Zip Cupertino, CA 95014Amount 86,232

Description of other expenses Part I line 16

Description AmountBANK SERVICE FEES 75GOOGLE APPS 10TAX AND REGISTRATION FEE 75REWARDS 420PIZZA PARTY FOR 557INSURANCE 255

Description of total liabilities Part II line 26

Category Beginning of Year End of YearINSURANCE PAYABLE 0 255

Raw XML Appendix175 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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IRS990EZ/BooksInCareOfDetail/PersonNm0HUI YANG
IRS990EZ/BooksInCareOfDetail/PhoneNum04082183277
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt021710 McClellan Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cupertino
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095014
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0289298
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0345890
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0140332
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt056337
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0289298
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt086232
IRS990EZ/GrossReceiptsAmt0143961
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03541
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0289298
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0345635
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0289298
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0345635
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ERIC CHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HUI YANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA L STROHMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOANNE BUGARLN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ASSISTANT TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ACTIVITY CHAIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt01392
IRS990EZ/OtherRevenueTotalAmt088
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT ENRICHMENT FOR LINCOLN STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT ENRICHMENT PROGRAMS FOR LINCOLN ELEMENTARY SCHOOL OF 576 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt086232
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0255
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087624
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0143961
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.lincolnleef.org
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0$88 RECEIVED FROM AMAZON SMILE DONATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Other income Part II line 10 or Part III line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0140332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0115414
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt095453
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt096869
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0109804
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0557872
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03541
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03467
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01076
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0772
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0635
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt09491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03541
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03467
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01076
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0772
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0635
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt09491
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt088
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt037
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0151
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0283
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98280
IRS990ScheduleA/PublicSupportPY509Pct00.98600
IRS990ScheduleA/PublicSupportTotal509Amt0557872
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0140332
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0115414
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt095453
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt096869
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0109804
IRS990ScheduleA/Total509Grp/TotalAmt0557872
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0143961
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0118888
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt096566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0110590
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0567646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountRECEIVED FROM AMAZON SMILE 88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity GRANTS Grantee CUPERTINO UNION SCHOOL DISTRICT Street 10301 VISTA DR City, State, Zip Cupertino, CA 95014Amount 86,232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountBANK SERVICE FEES 75GOOGLE APPS 10TAX AND REGISTRATION FEE 75REWARDS 420PIZZA PARTY FOR 557INSURANCE 255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Category Beginning of Year End of YearINSURANCE PAYABLE 0 255
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HUI YANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04082183277
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINCOLN EDUCATION ENRICHMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0770491913
ReturnHeader/Filer/USAddress/AddressLine1Txt021710 McClellan Rd
ReturnHeader/Filer/USAddress/CityNm0Cupertino
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095014
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB345A2C00E0FE39692579B3E77684F178249F4C
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07702052020330qly3wng
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.110.138.170
ReturnHeader/FilingSecurityInformation/IPDt02020-11-25
ReturnHeader/FilingSecurityInformation/IPTm017:21:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814206044
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MVTAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07558 ERIN WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cupertino
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095014
ReturnHeader/PreparerPersonGrp/PhoneNum04087172164
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MINGMING LIANG
ReturnHeader/ReturnTs02020-11-25T17:19:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$1.61$1.20$0.40
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.64$0.00$3.64$1.37$1.18$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$1.58$1.47$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.00$3.34$1.08$0.90$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.29$0.59$0.30
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$1.44$0.88$0.56
2019Summary only. Only limited summary data is available for this year.$2.89$0.00$1.19$0.89$0.30
2018Summary only. Only limited summary data is available for this year.$2.59$0.00$0.97$0.74$0.23
2017Summary only. Only limited summary data is available for this year.$2.36$0.00$0.98$0.69$0.29
2016Summary only. Only limited summary data is available for this year.$2.08$0.00$1.11$0.85$0.25
2015Summary only. Only limited summary data is available for this year.$1.92$1.92$0.85$0.85$0.00
2014Summary only. Only limited summary data is available for this year.$1.92$0.00$0.90$0.74$0.16
2013Summary only. Only limited summary data is available for this year.$1.76$0.00$1.15$1.56$0.42
2012Summary only. Only limited summary data is available for this year.$2.18$0.00$1.32$0.95$0.37
2011Summary only. Only limited summary data is available for this year.$1.81$0.00$1.11$1.03$0.09