Civic Intelligence

Lund-Dahlberg Charitable Foundation

EIN 39-6673842 • Madison, WI

1119 Merrill Springs RoadMadison, WI 53705
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

4th percentile

-864%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

354%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $45,110 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $45,110 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Up

$16,102

Up $12,559 (+354%) from 2022

Expenses

Up

$155,270

Up $153,582 (+9098%) from 2022

Net Income

Down

-$139,168

Down $141,023 (-7602%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$200K$150K$100K$50K$0Assets 2010: $173,749Liabilities 2010: $0Net Assets 2010: $173,7492010Assets 2011: $143,915Liabilities 2011: $0Net Assets 2011: $143,9152011Assets 2012: $128,740Liabilities 2012: $0Net Assets 2012: $128,7402012Assets 2013: $116,875Liabilities 2013: $1Net Assets 2013: $116,8752013Assets 2014: $94,907Liabilities 2014: $1Net Assets 2014: $94,9072014Assets 2015: $63,051Liabilities 2015: $1Net Assets 2015: $63,0512015Assets 2016: $78,167Liabilities 2016: $0Net Assets 2016: $78,1672016Assets 2019: $43,949Liabilities 2019: $02019Assets 2020: $43,279Liabilities 2020: $1Net Assets 2020: $43,2792020Assets 2021: $43,255Liabilities 2021: $0Net Assets 2021: $43,2552021Assets 2022: $45,110Liabilities 2022: $0Net Assets 2022: $45,1102022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $33,2102010Expenses 2011: $32,3102011Expenses 2012: $17,4802012Revenue 2013: $1,775Expenses 2013: $13,640Net Income 2013: -$11,8652013Revenue 2014: $1,307Expenses 2014: $23,275Net Income 2014: -$21,9682014Revenue 2015: $1,508Expenses 2015: $33,364Net Income 2015: -$31,8562015Revenue 2016: $48,616Expenses 2016: $33,500Net Income 2016: $15,1162016Revenue 2019: $3,955Expenses 2019: $4,406Net Income 2019: -$4512019Revenue 2020: $4,890Expenses 2020: $5,560Net Income 2020: -$6702020Revenue 2021: $6,368Expenses 2021: $6,392Net Income 2021: -$242021Revenue 2022: $3,543Expenses 2022: $1,688Net Income 2022: $1,8552022Revenue 2023: $16,102Expenses 2023: $155,270Net Income 2023: -$139,1682023

Highlighted filing

2023

Revenue$16,102
Expenses$155,270
Net Income-$139,168
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$16,102
Expenses
$155,270
Net income
-$139,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$1.55$1.39
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.04$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.06$0.06$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.05$0.06$0.01
2019Summary only. Only limited summary data is available for this year.$0.44$0.00$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.49$0.34$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.33$0.32
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.01$0.23$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.02$0.14$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.17
2011Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.32
2010Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES DALHBERGTrustee-$0--
ELSEBET LUNDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lund-dahlberg Charitable Foundation
EIN
39-6673842
Phone
6082387954
Address
1119 MERRILL SPRINGS ROAD, MADISON, WI 53705

Signing Officer

Name
James Dahlberg
Title
Trustee
Phone
6082387954
Signed
2024-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Michael Best & Friedrich Llp
Address
ONE SOUTH PINCKNEY ST SUITE 700, MADISON, WI 53703
Preparer
Sheila Boothby Stevens
Phone
6082573501
Raw XML Appendix313 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4USA FOR UNHCR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 2348
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt140 RECTOR ST 16TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2111 N FAIRCHILD ST STE 260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O BOX 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41310 L ST NW STE 450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MADISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332862
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd420005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0144380
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06412
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05466
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06412
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0133524
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0133524
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0145402
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0133524
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0133524
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05466
LiquidationExplanationStmt/ExplanationTxt0ALL ASSETS WERE DISTRIBUTED TO THE FOLLOWING CHARITABLE ORGANIZATION - A DONOR ADVISED FUND KNOWN AS THE DAHLBERG-LUND FOUNDATION WITHIN THE SCHWAB CHARITABLE FUND (SEE ATTACHED STATEMENT).
OtherIncreasesSchedule/OtherIncreasesDetail/Amt094058
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DIFF IN FMV AND COST BASIS OF STOCK CONTRIBUTION TO CHARITY
TaxesSchedule/TaxesDetail/Amt0666
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX & PENALTIES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES DAHLBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082387954
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUND-DAHLBERG CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LUND
ReturnHeader/Filer/EIN0396673842
ReturnHeader/Filer/PhoneNum06082387954
ReturnHeader/Filer/USAddress/AddressLine1Txt01119 MERRILL SPRINGS ROAD
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053705
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390934985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL BEST & FRIEDRICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE SOUTH PINCKNEY ST SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053703
ReturnHeader/PreparerPersonGrp/PhoneNum06082573501
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHEILA BOOTHBY STEVENS
ReturnHeader/ReturnTs02024-05-02T12:06:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAHLBERG
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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