Civic Intelligence

Lund Family Foundation

EIN 47-4486565 • LA Canada, CA

4529 Angeles Crest Highway Ste 300LA Canada, CA 91011
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

35%

Higher net margin than 81% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

9.0%

Faster asset growth than 68% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,134,636

Up $176,378 (+9.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,134,636

Up $176,378 (+9.0%) from 2023

Revenue

Down

$500,000

Down $950,000 (-66%) from 2023

Expenses

Down

$323,622

Down $357,673 (-52%) from 2023

Net Income

Down

$176,378

Down $592,327 (-77%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $25,000Liabilities 2016: $0Net Assets 2016: $25,0002016Assets 2017: $19,181Liabilities 2017: $0Net Assets 2017: $19,1812017Assets 2018: $18,220Liabilities 2018: $0Net Assets 2018: $18,2202018Assets 2019: $18,085Liabilities 2019: $0Net Assets 2019: $18,0852019Assets 2020: $21,787Liabilities 2020: $0Net Assets 2020: $21,7872020Assets 2021: $310,813Liabilities 2021: $0Net Assets 2021: $310,8132021Assets 2022: $1,189,553Liabilities 2022: $0Net Assets 2022: $1,189,5532022Assets 2023: $1,958,258Liabilities 2023: $0Net Assets 2023: $1,958,2582023Assets 2024: $2,134,636Liabilities 2024: $0Net Assets 2024: $2,134,6362024

Highlighted filing

2024

Assets$2,134,636
Liabilities$0
Net Assets$2,134,636

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $25,000Expenses 2016: $0Net Income 2016: $25,0002016Revenue 2017: $900,000Expenses 2017: $905,819Net Income 2017: -$5,8192017Revenue 2018: $900,000Expenses 2018: $900,961Net Income 2018: -$9612018Revenue 2019: $600,000Expenses 2019: $600,135Net Income 2019: -$1352019Revenue 2020: $558,000Expenses 2020: $554,298Net Income 2020: $3,7022020Revenue 2021: $310,000Expenses 2021: $20,974Net Income 2021: $289,0262021Revenue 2022: $1,096,000Expenses 2022: $217,260Net Income 2022: $878,7402022Revenue 2023: $1,450,000Expenses 2023: $681,295Net Income 2023: $768,7052023Revenue 2024: $500,000Expenses 2024: $323,622Net Income 2024: $176,3782024

Highlighted filing

2024

Revenue$500,000
Expenses$323,622
Net Income$176,378

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN M LUNDPresident-$0--
STEPHEN C DOERFLERSecretary/Treasurer-$0--
DAVID F LUNDDirector-$0--
NATALIE M PETERSONDirector-$0--
KENNETH C LUNDDirector-$0--
EDWARD V LUNDDirector-$0--
ANNA L CLAPPDirector-$0--
CHRISTINA M DOERFLERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lund Family Foundation
EIN
47-4486565
Phone
6265646264
Address
4529 ANGELES CREST HIGHWAY STE 300, LA CANADA, CA 91011

Signing Officer

Name
Stephen Doerfler
Title
Secretary/treasurer
Phone
6265646264
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
The Busch Firm
Address
2532 DUPONT DRIVE, IRVINE, CA 92612
Preparer
Gregory Busch
Phone
9494747368
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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/StatementsRegardingActyGrp/PhoneNum06265646264
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC CHARITIES OF LOS ANGELES SAN GABRIEL REGION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1RIGHT TO LIFE LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ST EDWARD RETREAT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST FRANCIS HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ELIZABETH HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01531 JAMES M WOOD BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11028 N LAKE AVE 207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt25701 ACORN DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3200 FOOTHILL BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4559 N EL MOLINO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WRIGHTWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LA CANADA FLINTRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PASADENA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd191104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292397
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd491101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0321500
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/AppliedToCurrentYearAmt091054
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0619158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0200925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019578
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0553434
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0596778
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0596778
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01625663
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0232568
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0619158
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0200925
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019578
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0553434
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0323622
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0232568
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02222441
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01989873
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0EDWARD AND ALICIA LUND
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1KIRK AND NATALIE PETERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2ANNA AND MICHAEL CLAPP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01550 SCENIC DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt19803 CRAIG MITCHELL LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2945 KEWEN DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SUNLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091103
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd191040
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd291108
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1300000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01922
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01922
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0KIRK AND NATALIE PETERSON
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1EDWARD AND ALICIA LUND
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2ANNA AND MICHAEL CLAPP
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt09803 CRAIG MITCHELL LANE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt11550 SCENIC DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt2945 KEWEN DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SUNLAND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1PASADENA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2PASADENA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd091040
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd191103
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd291108
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN DOERFLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06265646264
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUND FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUND
ReturnHeader/Filer/EIN0474486565
ReturnHeader/Filer/PhoneNum06265646264
ReturnHeader/Filer/USAddress/AddressLine1Txt04529 ANGELES CREST HIGHWAY STE 300
ReturnHeader/Filer/USAddress/CityNm0LA CANADA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091011
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330221239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE BUSCH FIRM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02532 DUPONT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09494747368
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY BUSCH
ReturnHeader/ReturnTs02025-04-29T19:38:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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