Civic Intelligence

Lund Family Foundation

990PF • Fiscal year 2019 • EIN 13-3532034

Apr 01, 2018 to Mar 31, 2019 • Filed on Nov 26, 2019

Organization Profile
13676 Rivoli DrivePalm Beach Gardens, FL 33410

(847) 433-2468

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-50%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

41st percentile

-2.0%

Faster asset growth than 41% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$296,862

Down $6,175 (-2.0%) from 2018

Net Assets

Down

$296,862

Down $6,175 (-2.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Down

$12,275

Down $2,802 (-19%) from 2018

Expenses

Down

$18,450

Down $6,400 (-26%) from 2018

Net Income

Up

-$6,175

Up $3,598 (+37%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$400K$300K$200K$100K$0Assets 2011: $300,491Liabilities 2011: $0Net Assets 2011: $300,4912011Assets 2012: $307,823Liabilities 2012: $0Net Assets 2012: $307,8232012Assets 2013: $339,257Liabilities 2013: $0Net Assets 2013: $339,2572013Assets 2014: $338,056Liabilities 2014: $0Net Assets 2014: $338,0562014Assets 2015: $324,855Liabilities 2015: $0Net Assets 2015: $324,8552015Assets 2016: $323,311Liabilities 2016: $0Net Assets 2016: $323,3112016Assets 2017: $312,810Liabilities 2017: $0Net Assets 2017: $312,8102017Assets 2018: $303,037Liabilities 2018: $0Net Assets 2018: $303,0372018Assets 2019: $296,862Liabilities 2019: $0Net Assets 2019: $296,8622019Assets 2020: $288,385Liabilities 2020: $0Net Assets 2020: $288,3852020Assets 2021: $347,531Liabilities 2021: $0Net Assets 2021: $347,5312021Assets 2022: $326,987Liabilities 2022: $0Net Assets 2022: $326,9872022Assets 2023: $313,035Liabilities 2023: $0Net Assets 2023: $313,0352023Assets 2024: $295,552Liabilities 2024: $0Net Assets 2024: $295,5522024Assets 2025: $280,265Liabilities 2025: $0Net Assets 2025: $280,2652025

Highlighted filing

2019

Assets$296,862
Liabilities$0
Net Assets$296,862
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

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

$100K$50K$0-$50KExpenses 2011: $37,1232011Expenses 2012: $7,5552012Revenue 2013: $41,259Expenses 2013: $9,826Net Income 2013: $31,4332013Revenue 2014: $8,193Expenses 2014: $9,394Net Income 2014: -$1,2012014Revenue 2015: $7,021Expenses 2015: $20,222Net Income 2015: -$13,2012015Revenue 2016: $14,416Expenses 2016: $15,960Net Income 2016: -$1,5442016Revenue 2017: $12,124Expenses 2017: $22,625Net Income 2017: -$10,5012017Revenue 2018: $15,077Expenses 2018: $24,850Net Income 2018: -$9,7732018Revenue 2019: $12,275Expenses 2019: $18,450Net Income 2019: -$6,1752019Revenue 2020: $16,508Expenses 2020: $24,985Net Income 2020: -$8,4772020Revenue 2021: $85,816Expenses 2021: $26,670Net Income 2021: $59,1462021Revenue 2022: $7,651Expenses 2022: $28,195Net Income 2022: -$20,5442022Revenue 2023: $13,953Expenses 2023: $27,920Net Income 2023: -$13,9672023Revenue 2024: $19,933Expenses 2024: $35,115Net Income 2024: -$15,1822024Revenue 2025: $19,842Expenses 2025: $31,640Net Income 2025: -$11,7982025

Highlighted filing

2019

Revenue$12,275
Expenses$18,450
Net Income-$6,175
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Nov 26, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT I LUNDTrusteePT$0--
SANDRA LUNDTrustee-$0--
RICHARD LUNDTrustee-$0--
DEBORAH LUNDTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHEDSUPPORT GENERAL OPERATIONS-ATTACHED, FL, US$17,435
Filing and Contact Details

Filer

Filer Name
Lund Family Foundation
EIN
13-3532034
Phone
8474332468
Address
13676 RIVOLI DRIVE, PALM BEACH GARDENS, FL 33410

Signing Officer

Name
Robert Lund
Title
Trustee
Phone
8474332468
Signed
2019-11-26
Discuss with paid preparer
Yes

Preparer

Firm
Mann Weitz & Associates LLC
Address
111 DEER LAKE ROAD SUITE 125, DEERFIELD, IL 60015
Preparer
Mark F Mann
Phone
8472673400
Raw XML Appendix337 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ROYAL BANK OF CANADA 2.125% 3/2/2020
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT I LUND
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM BEACH GARDENS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033410
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08474332468
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SANDRA LUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt017435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017435
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017950
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018801
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0851
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02532
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0851
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05838
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01681
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017950
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05838
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06689
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS FILING FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08474332468
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUND FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUND
ReturnHeader/Filer/EIN0133532034
ReturnHeader/Filer/PhoneNum08474332468
ReturnHeader/Filer/USAddress/AddressLine1Txt013676 RIVOLI DRIVE
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033410
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E74A19A0F1F0CAD81232780F6B89B4FFD5B78694
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E74A19A0F1F0CAD81232780F6B89B4FFD5B78694
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.225.221.110
ReturnHeader/FilingSecurityInformation/IPDt02019-11-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:47:02
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363963131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANN WEITZ & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 DEER LAKE ROAD SUITE 125
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472673400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK F MANN
ReturnHeader/ReturnTs02019-11-26T16:47:22-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-04-01
ReturnHeader/TaxPeriodEndDt02019-03-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,862
Liabilities
$0
Net assets
$296,862
Revenue
$12,275
Expenses
$18,450
Net income
-$6,175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.20$0.32$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.20$0.35$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.14$0.28$0.14
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.27$0.00$3.27$0.08$0.28$0.21
2021Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.86$0.27$0.59
2020Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.17$0.25$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.12$0.18$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.15$0.25$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.12$0.23$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.14$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.07$0.20$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.08$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.41$0.10$0.31
2012Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.08
2011Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.37