Lundman Family Foundation

EIN 39-1401767

3631 West Fredonia - Kohler Rd53021-0340

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2012

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

Down $393,613 (-100%) from 2011

Liabilities

Flat

Flat from 2011

Net Assets

Down

Down $393,613 (-100%) from 2011

Operations

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$481,322

Up $475,326 (+7927%) from 2011

Net Income

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2012

Assets$0

Liabilities$0

Net Assets$0

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$481,322

Net Income-

Open 2012 Filing

Filings

Most recent year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $0
Liabilities: $0
Net assets: $0
Revenue: -
Expenses: $481,322
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2012Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00		$0.48
2011Detailed filing. Detailed filing data is available for this year.	$0.39	$0.00	$0.39		$0.01
2010Detailed filing. Detailed filing data is available for this year.	$0.35	$0.00	$0.35		$1.04

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 10, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PHILIP L LUNDMAN	Director	-	$0	-	-
NANCY L LUNDMAN	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	FIDELITY CHARITABLE GIFT FUND	CHARITABLE	PUBLIC	COVINGTON, KY, US	$476,048

Filing and Contact Details

Filer

EIN: 39-1401767

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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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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	14882
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	14882
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	991917
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	242376
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	290213
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	430973
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	430973
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	1989696
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	465190
IRS990PF/UndistributedIncome/ExcessFromYear2	0	991917
IRS990PF/UndistributedIncome/ExcessFromYear3	0	242376
IRS990PF/UndistributedIncome/ExcessFromYear4	0	290213
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	480072
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	465190
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	2420669
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	1955479
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
LiquidationExplanationStmt/Statement	0	FOUNDATION WAS DISOLVED 12-31-12. ALL ASSETS WERE DISTRIBUTED TO THE FIDELITY CHARITABLE FUND, A 501(C)(3) ORGANIZATION.
OtherExpensesSchedule/OtherExpenses/Description	0	DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpenses/Description	1	OFFICE SUPPLIES & EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	694
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	2534
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	174
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	634
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	868
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	3168
OtherIncreasesSchedule/OtherIncreases/Amount	0	2681
OtherIncreasesSchedule/OtherIncreases/Amount	1	75548
OtherIncreasesSchedule/OtherIncreases/Description	0	RETURN OF CAPITAL
OtherIncreasesSchedule/OtherIncreases/Description	1	FMV OF DISTRIBUTED SECURITIES IN EXCESS OF BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	995
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	796
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	199
TaxesSchedule/Taxes/Amount	0	243
TaxesSchedule/Taxes/Category	0	2012 ESTIMATED TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	391401767
ReturnHeader/Filer/Name/BusinessNameLine1	0	LUNDMAN FAMILY FOUNDATION
ReturnHeader/Filer/NameControl	0	LUND
ReturnHeader/Filer/Phone	0	2626922416
ReturnHeader/Filer/USAddress/AddressLine1	0	3631 WEST FREDONIA - KOHLER RD
ReturnHeader/Filer/USAddress/City	0	FREDONIA
ReturnHeader/Filer/USAddress/State	0	WI
ReturnHeader/Filer/USAddress/ZIPCode	0	530210340
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-05-10
ReturnHeader/Officer/Name	0	PHILIP LUNDMAN
ReturnHeader/Officer/Phone	0	2626922416
ReturnHeader/Officer/Title	0	DIRECTOR
ReturnHeader/Preparer/DatePrepared	0	2013-05-10
ReturnHeader/PreparerFirm/EIN	0	410746749
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	2124 KOHLER MEMORIAL DR STE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	SHEBOYGAN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	53081
ReturnHeader/Preparer/Name	0	RYAN GARTMAN
ReturnHeader/Preparer/Phone	0	9204589151
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-05-14T09:22:33-05:00

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