Civic Intelligence

The Lund Report

990 • Fiscal year 2019 • EIN 26-3019179

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 11, 2020

Organization Profilethelundreport.org
PO Box 82841Portland, OR 97282

(503) 869-7225

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

34th percentile

-3.0%

Higher net margin than 34% of similar nonprofits.

2019 filings • 501(c)3 • <$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 • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$166,836

Up $150,504 (+922%) from 2010

Net Assets

Up

$166,836

Up $150,504 (+922%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin34th percentile

Revenue

Up

$227,930

Up $201,080 (+749%) from 2010

Expenses

Up

$234,724

Up $213,318 (+997%) from 2010

Net Income

Down

-$6,794

Down $12,238 (-225%) from 2010

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2010: $16,332Liabilities 2010: $0Net Assets 2010: $16,3322010Assets 2019: $166,836Liabilities 2019: $0Net Assets 2019: $166,8362019Assets 2020: $105,532Liabilities 2020: $0Net Assets 2020: $105,5322020Assets 2021: $110,701Liabilities 2021: $0Net Assets 2021: $110,7012021Assets 2022: $216,382Liabilities 2022: $0Net Assets 2022: $216,3822022Assets 2023: $239,396Liabilities 2023: $0Net Assets 2023: $239,3962023Assets 2024: $271,445Liabilities 2024: $0Net Assets 2024: $271,4452024

Highlighted filing

2019

Assets$166,836
Liabilities$0
Net Assets$166,836
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KRevenue 2010: $26,850Expenses 2010: $21,406Net Income 2010: $5,4442010Revenue 2019: $227,930Expenses 2019: $234,724Net Income 2019: -$6,7942019Revenue 2020: $291,287Expenses 2020: $352,591Net Income 2020: -$61,3042020Revenue 2021: $418,937Expenses 2021: $413,768Net Income 2021: $5,1692021Revenue 2022: $548,679Expenses 2022: $442,998Net Income 2022: $105,6812022Revenue 2023: $467,743Expenses 2023: $444,729Net Income 2023: $23,0142023Revenue 2024: $615,704Expenses 2024: $583,655Net Income 2024: $32,0492024

Highlighted filing

2019

Revenue$227,930
Expenses$234,724
Net Income-$6,794
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 11, 2020
Return Version
2019v5.1
Gross Receipts
$276,563
Mission and Program Overview

Mission

Educational Public Charity - The Lund Report considers itself the most vital source of health news in Oregon and is committed to helping create a more accountable and transparent system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$173,630$166,836▼ $6,794
Total Assets$173,630$166,836▼ $6,794
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$173,630$166,836▼ $6,794
Total Net Assets Fund Balance$173,630$166,836▼ $6,794
Total Liabilities and Net Assets / Fund Balance$173,630$166,836▼ $6,794
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Diane LundBoard Chairman
Dr Michael RohwerBoard Member
Kathy FormellaBoard Member
Len BergsteinBoard Member
Robin MoodyBoard Member
Tom MasonBoard Member
Warren JohnsonBoard Member
Sarah Hammer StevensSecretary
Derald WalkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$216,962
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$10,968
All Other Contributions
$121,284
Change in Net Assets
$-6,794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$149,524
Other Expenses$85,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$95,865$31,955-$127,820
Fees for Services Other$48,679--$48,679
Occupancy$11,460$3,821-$15,281
Payroll Taxes$10,019$3,339-$13,358
Advertising$9,374--$9,374
Office Expenses$6,361$2,121-$8,482
Other Employee Benefits$6,260$2,086-$8,346
Information Technology$1,085$361-$1,446
Insurance$754$251-$1,005
Fees for Services Accounting-$375-$375
Travel$255--$255
Other Expenses$65$21-$86
Total Functional Expenses$190,394$44,330$0$234,724
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,601
Fundraising Direct Expenses$48,633
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Breakfast Forum$59,601$59,601$2,000$57,601
Total Events$59,601$59,601$48,633$10,968
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Lund Report
EIN
26-3019179
Phone
5038697225
Address
PO Box 82841, Portland, OR 97282

Signing Officer

Name
Diane Lund
Title
Board Chairman
Phone
5038697225
Signed
2020-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Lund
Formed
2008
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
6
Volunteers
12

Preparer

Firm
Jeffrey A Donohoe CPA
Address
14106 NE Russell Street, Portland, OR 97230
Preparer
Jeffrey Donohoe
Phone
5035162270
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Section A, Line 11G

“This amount represents Independent Contractors that were issued a 1099-Misc for payment of services from the submitted research and articles used in our literature and website. The Total Amount paid in 2019 to Independent Contractors was 48,679.”

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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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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02000
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05990
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05990
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0This amount represents Independent Contractors that were issued a 1099-Misc for payment of services from the submitted research and articles used in our literature and website. The Total Amount paid in 2019 to Independent Contractors was 48,679.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IX, Section A, Line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0173630
IRS990/TotalAssetsEOYAmt0166836
IRS990/TotalAssetsGrp/BOYAmt0173630
IRS990/TotalAssetsGrp/EOYAmt0166836
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0216962
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044330
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190394
IRS990/TotalFunctionalExpensesGrp/TotalAmt0234724
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0173630
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0166836
IRS990/TotalProgramServiceExpensesAmt0190394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0227930
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0173630
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0166836
IRS990/TravelGrp/ProgramServicesAmt0255
IRS990/TravelGrp/TotalAmt0255
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07421 SE 30th
IRS990/USAddress/CityNm0Portland
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097202
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0thelundreport.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diane Lund
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum05038697225
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lund Report
ReturnHeader/Filer/BusinessNameControlTxt0LUND
ReturnHeader/Filer/EIN0263019179
ReturnHeader/Filer/PhoneNum05038697225
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 82841
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097282
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0079F2140FD49DE87FAE3565FC151143525DD9F25
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0079F2140FD49DE87FAE3565FC151143525DD9F25
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.238.101.147
ReturnHeader/FilingSecurityInformation/IPDt02020-08-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm021:07:02
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeffrey A Donohoe CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014106 NE Russell Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097230
ReturnHeader/PreparerPersonGrp/PhoneNum05035162270
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Donohoe
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-08-11T06:27:07-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$166,836
Liabilities
$0
Net assets
$166,836
Revenue
$227,930
Expenses
$234,724
Net income
-$6,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$6.16$5.84$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$4.68$4.45$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.00$2.16$5.49$4.43$1.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$4.19$4.14$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$2.91$3.53$0.61
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$2.28$2.35$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.27$0.21$0.05