Civic Intelligence

Lundman Family Foundation

990PF • Fiscal year 2011 • EIN 39-1401767

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

Organization Profile
3631 West Fredonia - Kohler Rd53021-0340
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$393,613

Up $39,674 (+11%) from 2010

Net Assets

Up

$393,613

Up $39,674 (+11%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$5,996

Down $1,035,426 (-99%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$400K$300K$200K$100K$0Assets 2010: $353,939Liabilities 2010: $0Net Assets 2010: $353,9392010Assets 2011: $393,613Liabilities 2011: $0Net Assets 2011: $393,6132011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012

Highlighted filing

2011

Assets$393,613
Liabilities$0
Net Assets$393,613
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Expenses 2010: $1,041,4222010Expenses 2011: $5,9962011Expenses 2012: $481,3222012

Highlighted filing

2011

Revenue-
Expenses$5,996
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP L LUNDMANDirector-$0--
NANCY L LUNDMANDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBIG BROTHERSBIG SISTERSGENERAL OPERATIONSPUBLICGRAFTON, WI, US$200
Filing and Contact Details

Filer

EIN
39-1401767
Raw XML Appendix322 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/InvestmentsCorpBonds/NameOfBond0FIDELITY - BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0204838
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0180235
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0FIDELITY - STOCKS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount012603
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0742
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases03575
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0353939
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0393613
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted019134
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj019134
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IRS990PF/DistributableAmount/MinimumInvestmentReturn019378
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0244
IRS990PF/DistributableAmount/TotalTax0244
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0281
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment037
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0244
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
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IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities056093
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05902
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn019378
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0387562
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0393464
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PHILIP L LUNDMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NANCY L LUNDMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103631 W FREDONIA KOHLER ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113631 W FREDONIA KOHLER ROAD
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0183585
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0183463
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.473376
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear101.313454
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02626922416
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FREDONIA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WI
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
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IRS990PF/StatementsRegardingActivities/TerminationEtc00
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IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
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IRS990ScheduleB/ContributorInfo/AggregateContributions13750
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine103631 FREDONIA KOHLER ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine113644 FREDONIA KOHLER ROAD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0FREDONIA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1FREDONIA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0WI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1WI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode053021
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode153021
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0PHILIP NANCY LUNDMAN
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1TONY NATALIE BIRRITTIERI
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpenses/Description1OFFICE SUPPLIES & EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0586
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps13042
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0146
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1760
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0732
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks13802
OtherIncreasesSchedule/OtherIncreases/Amount03575
OtherIncreasesSchedule/OtherIncreases/Description0RETURN OF CAPITAL
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01262
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps01010
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0252
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0391401767
ReturnHeader/Filer/Name/BusinessNameLine10LUNDMAN FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0LUND
ReturnHeader/Filer/Phone02626922416
ReturnHeader/Filer/USAddress/AddressLine103631 WEST FREDONIA - KOHLER RD
ReturnHeader/Filer/USAddress/City0FREDONIA
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0530210340
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-05-10
ReturnHeader/Officer/Name0PHILIP LUNDMAN
ReturnHeader/Officer/Phone02626922416
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/PreparerFirm/EIN0410746749
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102124 KOHLER MEMORIAL DRIVE SUITE 20
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SHEBOYGAN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode053081
ReturnHeader/Preparer/Name0RYAN GARTMAN
ReturnHeader/Preparer/Phone09204589151
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-15T08:21:35-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$393,613
Liabilities
$0
Net assets
$393,613
Revenue
-
Expenses
$5,996
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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