Civic Intelligence

The Lulu Tree Foundation

990EZ • Fiscal year 2022 • EIN 47-4540407

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 02, 2023

Organization ProfileN/A
9808 Dolomite LaneSandy, UT 84094

(801) 651-0189

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

51st percentile

5.3%

Higher net margin than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

59th percentile

7.4%

Faster asset growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-48%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$97,386

Flat from 2022

Net Assets

$97,386

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin51st percentile

Revenue

Flat

$126,945

Flat from 2022

Expenses

Flat

$120,272

Flat from 2022

Net Income

Flat

$6,673

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th 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: $97,386Net Assets 2022: $97,3862022Assets 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

2022

Assets$97,386
Liabilities-
Net Assets$97,386
Open 2022 Filing

Operations Trend

Revenue Growth11th 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 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

2022

Revenue$126,945
Expenses$120,272
Net Income$6,673
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 2, 2023
Return Version
2022v5.0
Gross Receipts
$126,945
Mission and Program Overview

Mission

equipping families through the church

Preventing tomorrow's orphans by equipping today's families through the local church-with the greater mission of becomming one family in Christ.

Program Services

DescriptionGrantsExpenses
Train Christian leaders in a 21 course biblical ministries curriculum and providing volnerable families with microfinance loans and training$0$118,331
Travel costs$1,000$1,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily WierengaPresidentPT$0--
Erica HaleVice President-$0--
Tricia SimmonsTreasurer-$0--
Jeanne DamoffSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Lulu Tree Foundation
EIN
47-4540407
Phone
8016510189
Address
9808 Dolomite Lane, Sandy, UT 84094

Signing Officer

Name
Tricia Simmons
Title
Treasurer
Phone
8016510189
Signed
2023-10-02
Supplemental Narrative

Additional Explanations

Pt VI, Line 8B

“No committees”

Pt VI, Line 11B

“990 reviewed by President and Treasurer of LuLu Tree”

Pt III, Line 31

“Travel costs”

Form 990EZ, Part I, Line 10

“Distribution of Grants; Grants; A Thousand Ships LLC: 916 County Road 1700 E, Eureka , IL, 61530; 3rd party, 118331.”

Form 990EZ, Part I, Line 16

“Office Supplies and software 150.”

Form 990EZ, Part I, Line 16

“Travel 1000.”

Form 990EZ, Part I, Line 16

“Bank charges and fees 30.”

Form 990EZ, Part I, Line 16

“Conversion transfer fee 132.”

Form 990EZ, Part I, Line 16

“Advertising and marketing 629.”

Raw XML Appendix174 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/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Emily Wierenga
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Erica Hale
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Tricia Simmons
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeanne Damoff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01941
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preventing tomorrow's orphans by equipping today's families through the local church-with the greater mission of becomming one family in Christ.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Train Christian leaders in a 21 course biblical ministries curriculum and providing volnerable families with microfinance loans and training
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Travel costs
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0118331
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0120272
IRS990EZ/TotalProgramServiceExpensesAmt0119331
IRS990EZ/TotalRevenueAmt0126945
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0126946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0246048
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0182929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0212182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0207726
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0975831
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
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IRS990ScheduleA/PublicSupportTotal170Amt0975831
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0126946
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0212182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0207726
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0975831
IRS990ScheduleA/TotalSupportAmt0975831
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExplanationTxt0No committees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 reviewed by President and Treasurer of LuLu Tree
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel costs
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Distribution of Grants; Grants; A Thousand Ships LLC: 916 County Road 1700 E, Eureka , IL, 61530; 3rd party, 118331.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office Supplies and software 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Travel 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Bank charges and fees 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Conversion transfer fee 132.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Advertising and marketing 629.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt III, Line 31
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tricia Simmons
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08016510189
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lulu Tree Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LULU
ReturnHeader/Filer/EIN0474540407
ReturnHeader/Filer/PhoneNum08016510189
ReturnHeader/Filer/USAddress/AddressLine1Txt09808 Dolomite Lane
ReturnHeader/Filer/USAddress/CityNm0Sandy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084094
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02023-10-02T20:03:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tricia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Simmons
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,386
Liabilities
-
Net assets
$97,386
Revenue
$126,945
Expenses
$120,272
Net income
$6,673
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
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.97$1.27$1.20$0.07
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