Civic Intelligence

Lundale Farm Inc.

990PF • Fiscal year 2019 • EIN 27-3065409

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 14, 2019

PO Box 673Kimberton, PA 19442

(484) 558-0826

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

18th percentile

-18%

Higher net margin than 18% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$99,562

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 47.0% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

39th percentile

0.2%

Faster asset growth than 39% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2016 to 2019

Revenue Growth

8th percentile

-46%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2016 to 2019

Assets

Up

$6,843,322

Up $47,325 (+0.7%) from 2016

Net Assets

Up

$6,840,871

Up $46,684 (+0.7%) from 2016

Liabilities

Up

$2,451

Up $641 (+35%) from 2016

Revenue

Down

$211,856

Down $1,132,541 (-84%) from 2016

Expenses

Up

$250,241

Up $6,404 (+2.6%) from 2016

Net Income

Down

-$38,385

Down $1,138,945 (-103%) from 2016

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $5,734,258Liabilities 2014: $2,012Net Assets 2014: $5,732,2462014Assets 2015: $5,689,408Liabilities 2015: $3,029Net Assets 2015: $5,686,3792015Assets 2016: $6,795,997Liabilities 2016: $1,810Net Assets 2016: $6,794,1872016Assets 2019: $6,843,322Liabilities 2019: $2,451Net Assets 2019: $6,840,8712019Assets 2020: $6,860,889Liabilities 2020: $1,750Net Assets 2020: $6,859,1392020Assets 2021: $7,671,849Liabilities 2021: $1,751Net Assets 2021: $7,670,0982021Assets 2022: $7,331,422Liabilities 2022: $22,720Net Assets 2022: $7,308,7022022Assets 2023: $7,421,064Liabilities 2023: $19,612Net Assets 2023: $7,401,4522023Assets 2024: $7,522,496Liabilities 2024: $6,625Net Assets 2024: $7,515,8712024

Highlighted filing

2019

Assets$6,843,322
Liabilities$2,451
Net Assets$6,840,871

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $122,596Expenses 2014: $162,274Net Income 2014: -$39,6782014Revenue 2015: $141,242Expenses 2015: $188,582Net Income 2015: -$47,3402015Revenue 2016: $1,344,397Expenses 2016: $243,837Net Income 2016: $1,100,5602016Revenue 2019: $211,856Expenses 2019: $250,241Net Income 2019: -$38,3852019Revenue 2020: $242,280Expenses 2020: $264,598Net Income 2020: -$22,3182020Revenue 2021: $866,449Expenses 2021: $272,995Net Income 2021: $593,4542021Revenue 2022: $295,970Expenses 2022: $296,552Net Income 2022: -$5822022Revenue 2023: $237,050Expenses 2023: $340,514Net Income 2023: -$103,4642023Revenue 2024: $284,570Expenses 2024: $360,741Net Income 2024: -$76,1712024

Highlighted filing

2019

Revenue$211,856
Expenses$250,241
Net Income-$38,385
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JODI GAUKERExec DirectorPT$85,837$13,725$99,562
VINCE POMPOPres Starting 5/19PT$0--
JEANNINE STUARTVP Starting 5/19PT$0--
ROBIN SPURLINOSecretaryPT$0--
PAM HICKSTreasurerPT$0--
LIZ ANDERSENPres Until 5/19PT$0--
DEAN CARLSONBoard MemberPT$0--
BOB FISHMANBoard MemberPT$0--
JEFF GORHAMBoard MemberPT$0--
KEVIN HICKSBoard MemberPT$0--
ELEANOR ILLOWAYBoard MemberPT$0--
ED LATSHAWBoard MemberPT$0--
JOHN SPURLINOBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Lundale Farm Inc
EIN
27-3065409
Phone
4845580826
Address
PO BOX 673, KIMBERTON, PA 19442

Signing Officer

Name
Jodi Gauker
Title
Executive Director
Phone
4845580826
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Renzi Bernardi Suarez & Co
Address
41 Kings Highway N, Cherry Hill, NJ 08034
Preparer
Edward A Suarez CPA MBA
Phone
8568587887
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DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Main house -2501 Pottstown
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1Tenant house -3500 Coventry
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2Mainline for drip irrig 2501
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3BLDG 3150 Coventry BLDG 1333
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4BLDG 3140 Conventryville
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5Electrical leasehold improvement 2501
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6ELECTRICAL 3500
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7DOOR 3140
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8ELECTRICAL LEASEHOLD IMPROVEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9TREE REMOVAL IMPROVEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10REPAIR EXIT ACCESS IMPROVEMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11GROUND IMPROVEMENT 2501
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12To replace barn doors
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13To resurface access road
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14To install new barn door
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15To install new cabinets
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16Electrical work - 3500 Coventryville Rd
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17Electrical work - 1333 Ridge Rd
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1830ft 18" HDPE pipe
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19Three carved tenant signs
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20Ridge Road Gutters
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21To replace and install basement door - 2501
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22To install new windows - 1333 Ridge Rd
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23To replace barn floor - 3500 Coventryville
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24To repair and improve driveways
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt04906
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt08322
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt013916
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt014858
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt019631
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt034826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0119953
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0119953
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0118947
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014743
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0250241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt048826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0211856
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0119953
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0118947
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014743
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0250241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0159642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-5045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-5045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0154597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5045
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-38385
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05045
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0511
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06845916
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06883790
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06840871
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt07091601
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt022529
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt048438
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt048438
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0298689
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0374071
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0383087
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0646111
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0939428
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01174005
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0266724
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt05523730
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt05279357
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt05257006
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt05257006
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt033051
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt035102
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt033709
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0527996
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0111468
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0117690
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01750
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02451
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt031328
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt032705
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03186
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03188
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03188
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt01547418
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt01499588
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06885540
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06843322
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07091601
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02451
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06885540
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06843322
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06883790
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06840871
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt05305044
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt05308578
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt074621
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt074621
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt074478
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01741671
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035357
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01706314
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026125
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt085777
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01715546
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01741671
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1230.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1285837
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00

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