Civic Intelligence

The Lulu Tree Foundation

990EZ • Fiscal year 2020 • EIN 47-4540407

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 14, 2021

Organization Profilewww.thelulutree.com
452 Franklin StreetReading, MA 01867

(781) 942-1781

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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

29th percentile

-8.9%

Higher net margin than 29% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

3rd percentile

-86%

Faster asset growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-14%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$2,683

Down $16,240 (-86%) from 2019

Net Assets

Down

$2,683

Down $16,240 (-86%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$182,929

Down $29,253 (-14%) from 2019

Expenses

Down

$199,169

Down $89 (-0.0%) from 2019

Net Income

Down

-$16,240

Down $29,164 (-226%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$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

2020

Assets$2,683
Liabilities-
Net Assets$2,683
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

2020

Revenue$182,929
Expenses$199,169
Net Income-$16,240
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 14, 2021
Return Version
2020v4.0
Gross Receipts
$182,929
Mission and Program Overview

Mission

equipping families through the church

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

Program Services

DescriptionGrantsExpenses
Redeeming the Past through Agriculture & Livestock -- We provide the equipment, land and livestock necessary for communities to do sustainable farming in the hopes of feeding their families through the famine seasons.$80,515$80,515
Investing in Today through Micro-loans & Subsidiaries -- We help pastors give business and agriculatural subsidies to increase the capital of vulnerable breadwinners, enabling them to not only care for their own family's basic needs like food, hygiene, school fees, and shelter, but to eventually help others.$59,404$59,404
Training for Tomorrow through Education & Discipleship Training -- We assist local pastors who are equipping vulnerable families with education, life skills, hygiene, farming, and discipleship; we also equip these pastors with biblical training and resources to help them better care for their congregations and communities$52,276$52,276
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily WierengaPresidentFT$0--
Jeanne DamoffSecretaryPT$0--
Joanne ViolaTreasurerPT$0--
Erica HaleVice PresidentPT$0--
Tricia SimmonsDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Lulu Tree Foundation
EIN
47-4540407
Phone
7819421781
Address
452 Franklin Street, Reading, MA 01867

Signing Officer

Name
Joanne Viola
Title
Treasurer
Signed
2021-04-14
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $76683”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $34452”

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $50937”

Grants and Similar Amounts Paid In Excess of $5,000.4

“| Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $30123”

Other Expenses.1001

“Advertising and Promotion $289”

Other Expenses.1002

“Office Expenses $160”

Other Expenses.1005

“Travel $3070”

Other Expenses.1

“Bank and credit card fees $3455”

Part I, Line 16, Other Expenses

“Includes transction fees for accepting donations, bank wire transer fees, and accounting costs”

Raw XML Appendix165 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Erica Hale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Tricia Simmons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt06974
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IRS990EZ/PrimaryExemptPurposeTxt0To prevent tomorrow's orphans by equipping today's families through the local church.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Investing in Today through Micro-loans & Subsidiaries -- We help pastors give business and agriculatural subsidies to increase the capital of vulnerable breadwinners, enabling them to not only care for their own family's basic needs like food, hygiene, school fees, and shelter, but to eventually help others.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Training for Tomorrow through Education & Discipleship Training -- We assist local pastors who are equipping vulnerable families with education, life skills, hygiene, farming, and discipleship; we also equip these pastors with biblical training and resources to help them better care for their congregations and communities
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Redeeming the Past through Agriculture & Livestock -- We provide the equipment, land and livestock necessary for communities to do sustainable farming in the hopes of feeding their families through the famine seasons.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt059404
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt152276
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt280515
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.thelulutree.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0182929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0212182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0207726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0115058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0129317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0847212
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0847212
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $76683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $34452
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $50937
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Donee's Name: The Lulu Tree | Relationship of Donee: Supported organization | Cash Amount Given: $30123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Advertising and Promotion $289
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Office Expenses $160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Travel $3070
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank and credit card fees $3455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Includes transction fees for accepting donations, bank wire transer fees, and accounting costs
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Joanne Viola
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lulu Tree Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LULU
ReturnHeader/Filer/EIN0474540407
ReturnHeader/Filer/PhoneNum07819421781
ReturnHeader/Filer/USAddress/AddressLine1Txt0452 Franklin Street
ReturnHeader/Filer/USAddress/CityNm0Reading
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001867
ReturnHeader/ReturnTs02021-04-14T14:17:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joanne
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Viola
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,683
Liabilities
-
Net assets
$2,683
Revenue
$182,929
Expenses
$199,169
Net income
-$16,240
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits