Civic Intelligence

The Lulu Tree Foundation

EIN 47-4540407 • 501(c)3 • South Jordan, UT

Profile

To prevent tomorrow's orphans by equipping today's families through the local church.

1177 W Cody CircleSouth Jordan, UT 84095

www.thelulutree.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

12th percentile

-69%

Higher net margin than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

21st percentile

-47%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

15th percentile

-61%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$140,186

Down $123,850 (-47%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$140,186

Down $123,850 (-47%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin12th percentile

Revenue

Down

$178,779

Down $277,473 (-61%) from 2024

Expenses

Up

$302,629

Up $66,441 (+28%) from 2024

Net Income

Down

-$123,850

Down $343,914 (-156%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$300K$200K$100K$0Assets 2016: $16,376Liabilities 2016: $02016Assets 2017: $20,575Liabilities 2017: $02017Assets 2018: $5,999Liabilities 2018: $0Net Assets 2018: $5,9992018Assets 2019: $18,923Liabilities 2019: $0Net Assets 2019: $18,9232019Assets 2020: $2,683Net Assets 2020: $2,6832020Assets 2021: $90,713Liabilities 2021: $0Net Assets 2021: $90,7132021Assets 2022: $97,386Liabilities 2022: $02022Assets 2023: $43,972Liabilities 2023: $0Net Assets 2023: $43,9722023Assets 2024: $264,036Liabilities 2024: $0Net Assets 2024: $264,0362024Assets 2025: $140,186Liabilities 2025: $0Net Assets 2025: $140,1862025

Highlighted filing

2025

Assets$140,186
Liabilities$0
Net Assets$140,186
Open 2025 Filing

Operations Trend

Revenue Growth15th percentile

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

$600K$400K$200K$0-$200KRevenue 2016: $129,317Expenses 2016: $123,683Net Income 2016: $5,6342016Revenue 2017: $115,058Expenses 2017: $110,859Net Income 2017: $4,1992017Revenue 2018: $207,726Expenses 2018: $222,302Net Income 2018: -$14,5762018Revenue 2019: $212,182Expenses 2019: $199,258Net Income 2019: $12,9242019Revenue 2020: $182,929Expenses 2020: $199,169Net Income 2020: -$16,2402020Revenue 2021: $246,048Expenses 2021: $158,018Net Income 2021: $88,0302021Revenue 2022: $126,945Expenses 2022: $120,272Net Income 2022: $6,6732022Revenue 2023: $137,255Expenses 2023: $190,669Net Income 2023: -$53,4142023Revenue 2024: $456,252Expenses 2024: $236,188Net Income 2024: $220,0642024Revenue 2025: $178,779Expenses 2025: $302,629Net Income 2025: -$123,8502025

Highlighted filing

2025

Revenue$178,779
Expenses$302,629
Net Income-$123,850
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$140,186
Liabilities
$0
Net assets
$140,186
Revenue
$178,779
Expenses
$302,629
Net income
-$123,850
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$1.79$3.03$1.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$4.56$2.36$2.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$1.37$1.91$0.53
2022Summary only. Only limited summary data is available for this year.$0.97$0.00$1.27$1.20$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$2.46$1.58$0.88
2020Detailed filing. Detailed filing data is available for this year.$0.03$0.03$1.83$1.99$0.16
2019Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$2.12$1.99$0.13
2018Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$2.08$2.22$0.15
2017Summary only. Only limited summary data is available for this year.$0.21$0.00$1.15$1.11$0.04
2016Summary only. Only limited summary data is available for this year.$0.16$0.00$1.29$1.24$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 7, 2026
Return Version
2025v4.0
Gross Receipts
$178,779
Mission and Program Overview

Mission

equipping families through the church

Program Services

DescriptionGrantsExpenses
Training for tomorrow through education and discipleship training. We assist local pastors equip families with education, life skills, hygiene, farming, and discipleship.$146,037$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY WIERENGAPresidentPT$0--
JEANNE DAMOFFSecretary-$0--
KAYLA NELSONCreative Director-$0--
SUSIE JACKSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Lulu Tree Foundation
EIN
47-4540407
In Care Of
% SUSIE JACKSON
Phone
5122178137
Address
1177 W CODY CIRCLE, South Jordan, UT 84095

Signing Officer

Name
Susie Jackson
Title
Treasurer
Phone
8016510189
Signed
2026-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Boykin Group LLC
Address
2201 Washington Ave, Waco, TX 76701
Preparer
Brittany Boykin
Phone
2546005560
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity PROVIDE SUPPORT FOR FAMILIES IN NEED THRU CHURCH Grantee RANJITH ISAAC Street H 88, S2, 1ST SEAWARD ROAD City, Province, Country, Postal VALMIKI NAGAR, THIRUVANMIYUR, CHENNAI India 600041Amount 128,796Activity PROVIDE SUPPORT FOR FAMILIES IN NEED THRU CHURCH Grantee THE NEW RUACH CHRISTIAN CHURCH Street 17555 SOUTH HARRELLS FERRY RD City, State, Zip Baton Rouge, LA 70816Amount 17,240”

Description of other expenses Part I line 16

“Description AmountBANK CHARGES 400LEGAL & PROF FEES 152,081TRAVEL 3,465”

Raw XML Appendix150 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUSIE JACKSON
IRS990EZ/BooksInCareOfDetail/PhoneNum05122178137
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01177 W CODY CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0South Jordan
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd084095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0264036
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140186
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0177742
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-123850
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0264036
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140186
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0146036
IRS990EZ/GrossReceiptsAmt0178779
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01037
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0264036
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140186
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0264036
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140186
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EMILY WIERENGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEANNE DAMOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAYLA NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSIE JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CREATIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0155946
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0equipping families through the church
IRS990EZ/PrintingPublicationsPostageAmt0647
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Training for tomorrow through education and discipleship training. We assist local pastors equip families with education, life skills, hygiene, farming, and discipleship.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0146037
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0302629
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0178779
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THELULUTREE.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0177742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0456090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0137255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0126946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0246048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01144081
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01037
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01083
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97880
IRS990ScheduleA/PublicSupportPY170Pct00.87400
IRS990ScheduleA/PublicSupportTotal170Amt01120885
IRS990ScheduleA/SubstantialContributorsTotAmt023196
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0177742
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0456090
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0137255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0126946
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0246048
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01144081
IRS990ScheduleA/TotalSupportAmt01145164
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity PROVIDE SUPPORT FOR FAMILIES IN NEED THRU CHURCH Grantee RANJITH ISAAC Street H 88, S2, 1ST SEAWARD ROAD City, Province, Country, Postal VALMIKI NAGAR, THIRUVANMIYUR, CHENNAI India 600041Amount 128,796Activity PROVIDE SUPPORT FOR FAMILIES IN NEED THRU CHURCH Grantee THE NEW RUACH CHRISTIAN CHURCH Street 17555 SOUTH HARRELLS FERRY RD City, State, Zip Baton Rouge, LA 70816Amount 17,240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountBANK CHARGES 400LEGAL & PROF FEES 152,081TRAVEL 3,465
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSIE JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08016510189
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LULU TREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LULU
ReturnHeader/Filer/EIN0474540407
ReturnHeader/Filer/InCareOfNm0% SUSIE JACKSON
ReturnHeader/Filer/PhoneNum05122178137
ReturnHeader/Filer/USAddress/AddressLine1Txt01177 W CODY CIRCLE
ReturnHeader/Filer/USAddress/CityNm0South Jordan
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084095
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881708892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boykin Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02201 Washington Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Waco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076701
ReturnHeader/PreparerPersonGrp/PhoneNum02546005560
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRITTANY BOYKIN
ReturnHeader/ReturnTs02026-03-11T14:42:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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