Civic Intelligence

Lina Juliber Charitable Foundation

990PF • Fiscal year 2020 • EIN 86-0844539

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 15, 2021

Organization Profile
3463 E Pasadena AvenuePhoenix, AZ 85018

(602) 361-9837

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

2nd percentile

-537%

Higher net margin than 2% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

89th percentile

62%

Faster asset growth than 89% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$575,706

Up $219,687 (+62%) from 2019

Net Assets

$575,706

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin2nd percentile

Revenue

Up

$3,781

Up $474 (+14%) from 2019

Expenses

Up

$24,092

Up $6,429 (+36%) from 2019

Net Income

Down

-$20,311

Down $5,955 (-41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$800K$600K$400K$200K$0Assets 2010: $381,929Liabilities 2010: $0Net Assets 2010: $381,9292010Assets 2011: $371,294Liabilities 2011: $02011Assets 2012: $363,134Liabilities 2012: $02012Assets 2013: $385,873Liabilities 2013: $02013Assets 2014: $450,849Liabilities 2014: $02014Assets 2015: $377,766Liabilities 2015: $02015Assets 2019: $356,019Liabilities 2019: $02019Assets 2020: $575,706Liabilities 2020: $0Net Assets 2020: $575,7062020Assets 2021: $600,860Liabilities 2021: $0Net Assets 2021: $600,8602021Assets 2022: $447,671Liabilities 2022: $1,000Net Assets 2022: $446,6712022Assets 2023: $506,659Liabilities 2023: $12023Assets 2024: $519,121Liabilities 2024: $0Net Assets 2024: $519,1212024

Highlighted filing

2020

Assets$575,706
Liabilities$0
Net Assets$575,706
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $33,2052010Revenue 2011: $22,799Expenses 2011: $32,460Net Income 2011: -$9,6612011Revenue 2012: $19,106Expenses 2012: $27,233Net Income 2012: -$8,1272012Revenue 2013: $33,673Expenses 2013: $10,937Net Income 2013: $22,7362013Revenue 2014: $125,315Expenses 2014: $58,698Net Income 2014: $66,6172014Revenue 2015: -$13,188Expenses 2015: $39,069Net Income 2015: -$52,2572015Revenue 2019: $3,307Expenses 2019: $17,663Net Income 2019: -$14,3562019Revenue 2020: $3,781Expenses 2020: $24,092Net Income 2020: -$20,3112020Revenue 2021: $11,780Expenses 2021: $25,782Net Income 2021: -$14,0022021Revenue 2022: -$113Expenses 2022: $23,865Net Income 2022: -$23,9782022Revenue 2023: $186Expenses 2023: $17,543Net Income 2023: -$17,3572023Revenue 2024: $0Expenses 2024: $28,486Net Income 2024: -$28,4862024

Highlighted filing

2020

Revenue$3,781
Expenses$24,092
Net Income-$20,311
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY SCHAFERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lina Juliber Charitable Foundation
EIN
86-0844539
Phone
6023619837
Address
3463 E PASADENA AVENUE, PHOENIX, AZ 85018

Signing Officer

Name
Larry Schafer
Title
Trustee
Signed
2021-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Mr Mccormick Cos Inc
Address
PO BOX 7608, CAVE CREEK, AZ 85327
Preparer
Mary R McCormick
Phone
4805950707
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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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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY SCHAFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINA JULIBER CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LINA
ReturnHeader/Filer/EIN0860844539
ReturnHeader/Filer/PhoneNum06023619837
ReturnHeader/Filer/USAddress/AddressLine1Txt03463 E PASADENA AVENUE
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085018
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860907058
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MR MCCORMICK COS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7608
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CAVE CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085327
ReturnHeader/PreparerPersonGrp/PhoneNum04805950707
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mary R McCormick
ReturnHeader/ReturnTs02021-12-15T13:04:41-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHAFER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$575,706
Liabilities
$0
Net assets
$575,706
Revenue
$3,781
Expenses
$24,092
Net income
-$20,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.00$0.28$0.28
2023Summary only. Only limited summary data is available for this year.$5.07$0.00$0.00$0.18$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.01$4.47$0.00$0.24$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.01$0.00$6.01$0.12$0.26$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.04$0.24$0.20
2019Summary only. Only limited summary data is available for this year.$3.56$0.00$0.03$0.18$0.14
2015Summary only. Only limited summary data is available for this year.$3.78$0.00$0.13$0.39$0.52
2014Summary only. Only limited summary data is available for this year.$4.51$0.00$1.25$0.59$0.67
2013Summary only. Only limited summary data is available for this year.$3.86$0.00$0.34$0.11$0.23
2012Summary only. Only limited summary data is available for this year.$3.63$0.00$0.19$0.27$0.08
2011Summary only. Only limited summary data is available for this year.$3.71$0.00$0.23$0.32$0.10
2010Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.33