Civic Intelligence

Lund-Dahlberg Charitable Foundation

990PF • Fiscal year 2014 • EIN 39-6673842

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

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

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

2nd percentile

-1681%

Higher net margin than 2% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

19th percentile

-19%

Faster asset growth than 19% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-26%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$94,907

Down $21,968 (-19%) from 2013

Net Assets

Down

$94,907

Down $21,968 (-19%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Down

$1,307

Down $468 (-26%) from 2013

Expenses

Up

$23,275

Up $9,635 (+71%) from 2013

Net Income

Down

-$21,968

Down $10,103 (-85%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2014

Assets$94,907
Liabilities$1
Net Assets$94,907
Open 2014 Filing

Operations Trend

Revenue Growth18th 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

2014

Revenue$1,307
Expenses$23,275
Net Income-$21,968
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES DAHLBERGNone-$0--
ELSEBET LUNDNone-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
James Dahlberg
Title
Trustee
Phone
6082387954
Signed
2015-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Barry L Benson CPA
Address
2820 Walton Commons W Ste 101, Madison, WI 53718
Preparer
Barry L Benson CPA
Phone
6082225118
Raw XML Appendix372 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/MethodOfAccountingCashInd0X
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13CHAZEN MUSEUM OF ART
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15CLEAN WISCONSIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17NATIONAL ACADEMY OF SCIENCES
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES DAHLBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082387954
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUND-DAHLBERG CHARITABLE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LUND
ReturnHeader/Filer/EIN0396673842
ReturnHeader/Filer/PhoneNum06082387954
ReturnHeader/Filer/USAddress/AddressLine1Txt01119 MERRILL SPRINGS ROAD
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053705
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARRY L BENSON CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02820 Walton Commons W Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Madison
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053718
ReturnHeader/PreparerPersonGrp/PhoneNum06082225118
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY L BENSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-07-20T12:17:16-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,907
Liabilities
$1
Net assets
$94,907
Revenue
$1,307
Expenses
$23,275
Net income
-$21,968
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