Civic Intelligence

Lund-Dahlberg Charitable Foundation

990PF • Fiscal year 2022 • EIN 39-6673842

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 17, 2023

Organization Profile
1119 Merrill Springs RoadMadison, WI 53705

(608) 238-7954

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

89th percentile

52%

Higher net margin than 89% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

59th percentile

4.3%

Faster asset growth than 59% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-44%

Faster revenue growth than 15% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$45,110

Up $1,855 (+4.3%) from 2021

Net Assets

Up

$45,110

Up $1,855 (+4.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Down

$3,543

Down $2,825 (-44%) from 2021

Expenses

Down

$1,688

Down $4,704 (-74%) from 2021

Net Income

Up

$1,855

Up $1,879 (+7829%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$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

2022

Assets$45,110
Liabilities$0
Net Assets$45,110
Open 2022 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$3,543
Expenses$1,688
Net Income$1,855
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 17, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th 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
2023-10-17
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 Appendix273 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/UndistributedIncomeGrp/UndistributedIncomeCYAmt05466
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt088
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
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/SignatureDt02023-10-17
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-10-17T15:23:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAHLBERG
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,110
Liabilities
$0
Net assets
$45,110
Revenue
$3,543
Expenses
$1,688
Net income
$1,855
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