Civic Intelligence

The Lundeen Foundation

990PF • Fiscal year 2020 • EIN 41-1321858

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 15, 2021

Organization Profile
126 West LincolnFergus Falls, MN 56537

(218) 736-5433

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

9th percentile

-86%

Higher net margin than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$5,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

59th percentile

6.7%

Faster asset growth than 59% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

-1.0%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,461,040

Up $153,663 (+6.7%) from 2019

Net Assets

Up

$2,456,040

Up $148,663 (+6.4%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin9th percentile

Revenue

Down

$69,442

Down $719 (-1.0%) from 2019

Expenses

Up

$129,443

Up $4,515 (+3.6%) from 2019

Net Income

Down

-$60,001

Down $5,234 (-9.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,615,683Liabilities 2011: $02011Assets 2012: $1,597,217Liabilities 2012: $02012Assets 2013: $1,534,912Liabilities 2013: $02013Assets 2014: $2,156,812Liabilities 2014: $02014Assets 2015: $3,128Liabilities 2015: $02015Assets 2018: $2,036,666Liabilities 2018: $0Net Assets 2018: $2,036,6662018Assets 2019: $2,307,377Liabilities 2019: $1Net Assets 2019: $2,307,3772019Assets 2020: $2,461,040Liabilities 2020: $1Net Assets 2020: $2,456,0402020Assets 2021: $2,921,036Liabilities 2021: $1Net Assets 2021: $2,921,0362021Assets 2022: $2,293,384Liabilities 2022: $1Net Assets 2022: $2,293,3842022Assets 2023: $2,696,433Liabilities 2023: $1Net Assets 2023: $2,696,4332023Assets 2024: $3,155,850Liabilities 2024: $0Net Assets 2024: $3,155,8502024Assets 2025: $3,519,188Liabilities 2025: $0Net Assets 2025: $3,519,1882025

Highlighted filing

2020

Assets$2,461,040
Liabilities$1
Net Assets$2,456,040
Open 2020 Filing

Operations Trend

Revenue Growth49th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $97,492Expenses 2011: $118,718Net Income 2011: -$21,2262011Revenue 2012: $100,230Expenses 2012: $119,226Net Income 2012: -$18,9962012Revenue 2013: $78,921Expenses 2013: $140,295Net Income 2013: -$61,3742013Revenue 2014: $74,908Expenses 2014: $128,997Net Income 2014: -$54,0892014Revenue 2015: $69,453Expenses 2015: $122,285Net Income 2015: -$52,8322015Revenue 2018: $65,333Expenses 2018: $132,615Net Income 2018: -$67,2822018Revenue 2019: $70,161Expenses 2019: $124,928Net Income 2019: -$54,7672019Revenue 2020: $69,442Expenses 2020: $129,443Net Income 2020: -$60,0012020Revenue 2021: $118,880Expenses 2021: $113,925Net Income 2021: $4,9552021Revenue 2022: $83,559Expenses 2022: $99,946Net Income 2022: -$16,3872022Revenue 2023: $61,729Expenses 2023: $125,684Net Income 2023: -$63,9552023Revenue 2024: $45,440Expenses 2024: $153,121Net Income 2024: -$107,6812024Revenue 2025: $101,941Expenses 2025: $159,798Net Income 2025: -$57,8572025

Highlighted filing

2020

Revenue$69,442
Expenses$129,443
Net Income-$60,001
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL LUNDEENChairman-$5,000-$5,000
MARY LUNDEENTrustee-$0--
VICTOR LUNDEEN JRTrustee-$0--
E DANIEL LUNDEEN IITrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lundeen Foundation
EIN
41-1321858
Phone
2187365433
Address
126 WEST LINCOLN, FERGUS FALLS, MN 56537

Signing Officer

Name
Paul Lundeen
Title
Chairman
Phone
2187364866
Signed
2021-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Pickett & Demuth Ltd
Address
115 N COURT ST, FERGUS FALLS, MN 56537-2106
Preparer
Suzanne Demuth
Phone
2187366965
Raw XML Appendix298 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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN LETTER FORM. INCLUDE IRS LETTER GRANTING 501(C)(3) STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PAUL LUNDEEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02187365433
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FERGUS FALLS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd056537
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE MAY BE GIVEN TO ORGANIZATIONS IN THE FERGUS FALLS AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0BY NOVEMBER 15 EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0115900
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd056537
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0115900
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0115900
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0116536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0636
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017314
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018039
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0636
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034717
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017314
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017403
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0115900
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034717
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035353
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MN CHARITIES FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0208664
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON ASSETS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05000
TaxesSchedule/TaxesDetail/Amt02786
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LUNDEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02187364866
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LUNDEEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUND
ReturnHeader/Filer/EIN0411321858
ReturnHeader/Filer/PhoneNum02187365433
ReturnHeader/Filer/USAddress/AddressLine1Txt0126 WEST LINCOLN
ReturnHeader/Filer/USAddress/CityNm0FERGUS FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056537
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411840013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PICKETT & DEMUTH LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 N COURT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FERGUS FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0565372106
ReturnHeader/PreparerPersonGrp/PhoneNum02187366965
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE DEMUTH
ReturnHeader/ReturnTs02021-02-11T12:24:09-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUNDEEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,461,040
Liabilities
$1
Net assets
$2,456,040
Revenue
$69,442
Expenses
$129,443
Net income
-$60,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.10$0.16$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.05$0.15$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.06$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.08$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.12$0.11$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.07$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.07$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.07$0.13$0.07
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.07$0.12$0.05
2014Summary only. Only limited summary data is available for this year.$2.16$0.00$0.07$0.13$0.05
2013Summary only. Only limited summary data is available for this year.$1.53$0.00$0.08$0.14$0.06
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$0.10$0.12$0.02
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$0.10$0.12$0.02