Civic Intelligence

Roger a & Ruth Lund Charitable Trust C/O Greenberg Rosenblatt & A

990PF • Fiscal year 2023 • EIN 42-6075822

Mar 01, 2022 to Feb 28, 2023 • Filed on Jun 26, 2023

Organization Profile
306 Main Street Ste 400Worcester, MA 01615-0034

(508) 791-0901

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-31%

Higher net margin than 18% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-2.0%

Faster asset growth than 45% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

59th percentile

12%

Faster revenue growth than 59% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$213,450

Down $4,326 (-2.0%) from 2022

Net Assets

Down

$213,450

Down $4,326 (-2.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin18th percentile

Revenue

Up

$14,007

Up $1,468 (+12%) from 2022

Expenses

Up

$18,333

Up $354 (+2.0%) from 2022

Net Income

Up

-$4,326

Up $1,114 (+20%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$400K$300K$200K$100K$0Assets 2012: $204,199Liabilities 2012: $02012Assets 2013: $202,490Liabilities 2013: $02013Assets 2014: $319,270Liabilities 2014: $0Net Assets 2014: $319,2702014Assets 2015: $313,819Liabilities 2015: $0Net Assets 2015: $313,8192015Assets 2016: $305,510Liabilities 2016: $0Net Assets 2016: $305,5102016Assets 2017: $249,570Liabilities 2017: $0Net Assets 2017: $249,5702017Assets 2018: $240,677Liabilities 2018: $0Net Assets 2018: $240,6772018Assets 2019: $232,477Liabilities 2019: $0Net Assets 2019: $232,4772019Assets 2020: $226,460Liabilities 2020: $0Net Assets 2020: $226,4602020Assets 2021: $223,216Liabilities 2021: $0Net Assets 2021: $223,2162021Assets 2022: $217,776Liabilities 2022: $0Net Assets 2022: $217,7762022Assets 2023: $213,450Liabilities 2023: $0Net Assets 2023: $213,4502023

Highlighted filing

2023

Assets$213,450
Liabilities$0
Net Assets$213,450
Open 2023 Filing

Operations Trend

Revenue Growth59th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $7,062Expenses 2012: $9,786Net Income 2012: -$2,7242012Revenue 2013: $8,066Expenses 2013: $9,775Net Income 2013: -$1,7092013Revenue 2014: $126,320Expenses 2014: $9,540Net Income 2014: $116,7802014Revenue 2015: $14,839Expenses 2015: $20,290Net Income 2015: -$5,4512015Revenue 2016: $11,922Expenses 2016: $20,231Net Income 2016: -$8,3092016Revenue 2017: -$36,141Expenses 2017: $19,799Net Income 2017: -$55,9402017Revenue 2018: $11,055Expenses 2018: $19,948Net Income 2018: -$8,8932018Revenue 2019: $11,964Expenses 2019: $20,164Net Income 2019: -$8,2002019Revenue 2020: $12,559Expenses 2020: $18,576Net Income 2020: -$6,0172020Revenue 2021: $15,646Expenses 2021: $18,890Net Income 2021: -$3,2442021Revenue 2022: $12,539Expenses 2022: $17,979Net Income 2022: -$5,4402022Revenue 2023: $14,007Expenses 2023: $18,333Net Income 2023: -$4,3262023

Highlighted filing

2023

Revenue$14,007
Expenses$18,333
Net Income-$4,326
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2022 to Feb 28, 2023
Signed
Jun 26, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN LUNDTrustee-$0--
SUSAN LUNDTrustee-$0--
ROBERT LUNDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Roger & Ruth Lund Charitable Trust
EIN
42-6075822
Phone
5087910901
Address
306 MAIN STREET STE 400, WORCESTER, MA 01615-0034

Signing Officer

Name
John a Lund
Title
Trustee
Phone
5087910901
Signed
2023-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Greenberg Rosenblatt Kull & Bitsolipc
Address
306 MAIN STREET SUITE 400, WORCESTER, MA 01608
Preparer
Michael J Hayes CPA
Phone
5087910901
Raw XML AppendixShowing 400 of 421 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/GrantOrContributionPurposeTxt10GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6OTHER PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt12OTHER PUBLIC CHARITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0322 EIGHTH AVENUE 7TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112810 USF MAGNOLIA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31906 SYCAMORE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43040 STATE ROAD 590
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52505 UNIVERSITY BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt84020 JOHN LYNDE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101603 N FLORIDA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111 WEST PARK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt129225 CASCADE AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JOHNSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GRANGER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7POTTSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12WEST DES MOINES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2501319420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433759
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd717901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd850312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd938105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1033602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1152242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1250266
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016750
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0203
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0180
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01279
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01146
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01146
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01146
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02425
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14
TaxesSchedule/TaxesDetail/Amt0157
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL 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/PersonNm0JOHN A LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087910901
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGER & RUTH LUND CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GREENBERGROSENBLATTKULL & BITSOLI
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ReturnHeader/Filer/EIN0426075822

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$213,450
Liabilities
$0
Net assets
$213,450
Revenue
$14,007
Expenses
$18,333
Net income
-$4,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.14$0.18$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.13$0.18$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.16$0.19$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.13$0.19$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.12$0.20$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.11$0.20$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.36$0.20$0.56
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.12$0.20$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.15$0.20$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$1.26$0.10$1.17
2013Summary only. Only limited summary data is available for this year.$2.02$0.00$0.08$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$2.04$0.00$0.07$0.10$0.03