Civic Intelligence

Lund Family Foundation

990PF • Fiscal year 2018 • EIN 47-4486565

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 10, 2019

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

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

40th percentile

-0.1%

Higher net margin than 40% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

25th percentile

-5.0%

Faster asset growth than 25% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

0.0%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$18,220

Down $961 (-5.0%) from 2017

Net Assets

Down

$18,220

Down $961 (-5.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Flat

$900,000

Flat from 2017

Expenses

Down

$900,961

Down $4,858 (-0.5%) from 2017

Net Income

Up

-$961

Up $4,858 (+83%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$18,220
Liabilities$0
Net Assets$18,220

Operations Trend

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

2018

Revenue$900,000
Expenses$900,961
Net Income-$961
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 10, 2019
Return Version
2018v3.1
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
Kathleen M Lund
Title
President
Phone
6265646264
Signed
2019-06-10
Discuss with paid preparer
Yes

Preparer

Firm
The Busch Firm
Address
2532 DUPONT DRIVE, IRVINE, CA 92612
Preparer
Gregory Busch
Phone
9494747368
Raw XML Appendix376 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/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04529 ANGELES CREST HWY STE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LA CANADA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091011
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEPHEN C DOERFLER
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/Amt0900000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05000 N WILLAMETTE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097203
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0900000
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/AppliedToCurrentYearAmt0926
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01027
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0904638
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01803646
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0899008
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0904638
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0900961
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0899008
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01803646
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0904638
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01027
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0KENNETH & MARY LUND
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1EDWARD & ALICIA LUND
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2DAVID & HELEN LUND
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3KIRK & NATALIE PETERSON
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt4CHRISTINA & STEPHEN DOERFLER
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt5ANNA & MICHAEL CLAPP
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03641 LOMBARDY ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11550 SCENIC DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt210056 CLYBOURN AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt39803 CRAIGMITCHELL LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt41200 LA LOMA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt5945 KEWEN DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2SUNLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3SUNLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5PASADENA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091107
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd191103
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd291040
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd391040
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd491105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd591108
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt4150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt5150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0876
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0876
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt085
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN M LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06265646264
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02CE1116399DFB9CDE70D9042294E76DC3CCAB7D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02CE1116399DFB9CDE70D9042294E76DC3CCAB7D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.164.1.209
ReturnHeader/FilingSecurityInformation/IPDt02019-06-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm018:07:14
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/ReturnTs02019-06-10T20:08:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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