Civic Intelligence

The Sharon D Lund Foundation

990PF • Fiscal year 2014 • EIN 23-7306460

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 06, 2015

Organization Profile
725 Town and Country Road Room 520Orange, CA 92868

(714) 569-5000

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

18th percentile

0.08x

Higher debt load relative to revenue than 18% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Net Margin

12th percentile

-6.8%

Higher net margin than 12% of similar nonprofits.

2014 filings • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

9th percentile

$63,500

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2014 filings • $100M-$250M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets12th percentile

Assets

$126,614,282

No earlier filing loaded for comparison.

Net Assets

$126,093,392

No earlier filing loaded for comparison.

Liabilities

$520,890

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin12th percentile

Revenue

$6,601,268

No earlier filing loaded for comparison.

Expenses

$7,051,241

No earlier filing loaded for comparison.

Net Income

-$449,973

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200M$150M$100M$50M$0Assets 2014: $126,614,282Liabilities 2014: $520,890Net Assets 2014: $126,093,3922014Assets 2015: $120,640,018Liabilities 2015: $402,316Net Assets 2015: $120,237,7022015Assets 2016: $121,849,925Liabilities 2016: $455,559Net Assets 2016: $121,394,3662016Assets 2017: $131,734,115Liabilities 2017: $686,394Net Assets 2017: $131,047,7212017Assets 2018: $119,532,653Liabilities 2018: $498,302Net Assets 2018: $119,034,3512018Assets 2019: $132,558,723Liabilities 2019: $553,452Net Assets 2019: $132,005,2712019Assets 2020: $150,783,238Liabilities 2020: $838,200Net Assets 2020: $149,945,0382020Assets 2021: $160,727,191Liabilities 2021: $974,242Net Assets 2021: $159,752,9492021Assets 2022: $122,245,660Liabilities 2022: $437,300Net Assets 2022: $121,808,3602022Assets 2023: $130,162,426Liabilities 2023: $417,056Net Assets 2023: $129,745,3702023Assets 2024: $137,323,961Liabilities 2024: $648,140Net Assets 2024: $136,675,8212024

Highlighted filing

2014

Assets$126,614,282
Liabilities$520,890
Net Assets$126,093,392
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $6,601,268Expenses 2014: $7,051,241Net Income 2014: -$449,9732014Revenue 2015: $6,162,193Expenses 2015: $7,181,165Net Income 2015: -$1,018,9722015Revenue 2016: $4,251,075Expenses 2016: $7,269,895Net Income 2016: -$3,018,8202016Revenue 2017: $8,622,186Expenses 2017: $7,632,557Net Income 2017: $989,6292017Revenue 2018: $10,434,475Expenses 2018: $7,520,653Net Income 2018: $2,913,8222018Revenue 2019: $7,423,990Expenses 2019: $7,621,542Net Income 2019: -$197,5522019Revenue 2020: $7,332,736Expenses 2020: $6,870,403Net Income 2020: $462,3332020Revenue 2021: $12,910,019Expenses 2021: $7,753,165Net Income 2021: $5,156,8542021Revenue 2022: $4,046,537Expenses 2022: $8,035,669Net Income 2022: -$3,989,1322022Revenue 2023: $7,328,429Expenses 2023: $7,634,272Net Income 2023: -$305,8432023Revenue 2024: $8,235,332Expenses 2024: $7,871,453Net Income 2024: $363,8792024

Highlighted filing

2014

Revenue$6,601,268
Expenses$7,051,241
Net Income-$449,973
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 6, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia PattyVice PresidentFT$63,500-$63,500
Karen PresleyVice PresidentPT$36,750-$36,750
Marie SackettVice PresidentPT$36,750-$36,750
Michelle LundPresident-$0--
Robert WilsonSecretary/Treasurer-$0--
Eric GowyAsst. Secretary-$0--
Bradford LundVice President-$0--
Gloria WilsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sharon D Lund Foundation
EIN
23-7306460
Phone
7145695000
Address
725 Town and Country Road Room 520, Orange, CA 92868

Signing Officer

Name
Robert Wilson
Title
SecretaryTreasurer
Phone
7145695000
Signed
2015-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Howard J Levine CPA
Address
16600 Sherman Way 280, Van Nuys, CA 91406
Preparer
Howard J Levine
Phone
8189945562
Raw XML AppendixShowing 400 of 773 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michelle Lund
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert Wilson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Eric Gowy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Bradford Lund
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Patricia Patty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Gloria Wilson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Karen Presley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Marie Sackett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary/Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Asst. Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Vice President
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Robert L Wilson
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0725 Town and Country Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Orange
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07145695000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40General operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A Place Called Home
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Best Buddies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Boy Scouts of America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Boys and Girls Club Gilbert
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Boys and Girls Club Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5California Community Fund

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,614,282
Liabilities
$520,890
Net assets
$126,093,392
Revenue
$6,601,268
Expenses
$7,051,241
Net income
-$449,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$137$0.65$137$8.24$7.87$0.36
2023Detailed filing. Detailed filing data is available for this year.$130$0.42$130$7.33$7.63$0.31
2022Detailed filing. Detailed filing data is available for this year.$122$0.44$122$4.05$8.04$3.99
2021Detailed filing. Detailed filing data is available for this year.$161$0.97$160$12.9$7.75$5.16
2020Detailed filing. Detailed filing data is available for this year.$151$0.84$150$7.33$6.87$0.46
2019Detailed filing. Detailed filing data is available for this year.$133$0.55$132$7.42$7.62$0.20
2018Detailed filing. Detailed filing data is available for this year.$120$0.50$119$10.4$7.52$2.91
2017Detailed filing. Detailed filing data is available for this year.$132$0.69$131$8.62$7.63$0.99
2016Detailed filing. Detailed filing data is available for this year.$122$0.46$121$4.25$7.27$3.02
2015Detailed filing. Detailed filing data is available for this year.$121$0.40$120$6.16$7.18$1.02
2014Detailed filing. Detailed filing data is available for this year.$127$0.52$126$6.60$7.05$0.45