Civic Intelligence

Lund Family Foundation

990PF • Fiscal year 2015 • EIN 47-4486565

Feb 23, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization Profile
4529 Angeles Crest Highway Ste 300LA Canada, CA 91011

(626) 564-6264

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2015

Assets$0
Liabilities$0
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2015

Revenue$0
Expenses$0
Net Income$0
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Feb 23, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN M LUNDPresident-$0--
DAVID ALLEN LUNDVice President-$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
Kathleen M Lund
Title
President
Phone
6265646264
Signed
2016-05-11
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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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN M LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06265646264
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
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/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/ReturnTs02016-05-11T17:21:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-02-23
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.50$0.32$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$1.45$0.68$0.77
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.10$0.22$0.88
2021Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.31$0.02$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.56$0.55$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.60$0.60$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.90$0.90$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.90$0.91$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.03$0.00$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00