Civic Intelligence

The Lulu Tree Foundation

990EZ • Fiscal year 2023 • EIN 47-4540407

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 22, 2024

Organization ProfileWWW.THELULUTREE.COM
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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

12th percentile

-39%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

9th percentile

-55%

Faster asset growth than 9% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

54th percentile

8.1%

Faster revenue growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$43,972

Down $53,414 (-55%) from 2022

Net Assets

$43,972

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Up

$137,255

Up $10,310 (+8.1%) from 2022

Expenses

Up

$190,669

Up $70,397 (+59%) from 2022

Net Income

Down

-$53,414

Down $60,087 (-900%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2023

Assets$43,972
Liabilities$0
Net Assets$43,972
Open 2023 Filing

Operations Trend

Revenue Growth54th 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

2023

Revenue$137,255
Expenses$190,669
Net Income-$53,414
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 22, 2024
Return Version
2023v4.0
Gross Receipts
$137,255
Mission and Program Overview

Mission

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

Prevent tomorrows orphans

Program Services

DescriptionGrantsExpenses
Training for tomorrow through education and discipleship training. We assist local pastors and equip them with biblical training to help better care for their congregations-$190,181
Investing in today through micro-loans and subsidiaries. We help pastors give business and agricultural subsidies to increase the capital of vulnerable breadwinners.--
Redeeming the past through agriculture and livestock. We provide equipment, land and livestock necessary for communities to do sustainable farming.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY WIERENGAPresidentPT$0--
ERICA HALEVice President-$0--
TRICIA SIMMONSTresurer-$0--
JEANNE DAMOFFSecretary-$0--
KAYLA NELSONCreative Director-$0--
SUSIE JACKSONDirector Of Partner Care-$0--
Filing and Contact Details

Filer

Filer Name
The Lulu Tree Foundation
EIN
47-4540407
Address
9808 DOLOMITE LANE, Sandy, UT 84094

Signing Officer

Name
Tricia Simmons
Title
Treasurer
Phone
8016510189
Signed
2024-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Boykin Group LLC
Address
348 Poplin Lane, Troy, TX 76579
Preparer
Brittany Boykin
Phone
2547175279
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity DISTRIBUTION OF GRANTS Grantee A THOUSAND SHIPS LLC Street 916 COUNTY ROAD 1700 E City, State, Zip Eureka, IL 61530Relationship 3RD PARTY Amount 190,181”

Raw XML Appendix163 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/PersonNm0EMILY WIERENGA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEANNE DAMOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAYLA NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SUSIE JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRESURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CREATIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR OF PARTNER CARE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Prevent tomorrows orphans
IRS990EZ/PrintingPublicationsPostageAmt0483
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Investing in today through micro-loans and subsidiaries. We help pastors give business and agricultural subsidies to increase the capital of vulnerable breadwinners.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0190181
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0190669
IRS990EZ/TotalProgramServiceExpensesAmt0190181
IRS990EZ/TotalRevenueAmt0137255
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THELULUTREE.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0137255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0126946
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0246048
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0212182
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IRS990ScheduleA/PublicSupportCY170Pct00.99340
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity DISTRIBUTION OF GRANTS Grantee A THOUSAND SHIPS LLC Street 916 COUNTY ROAD 1700 E City, State, Zip Eureka, IL 61530Relationship 3RD PARTY Amount 190,181
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRICIA SIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08016510189
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LULU TREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LULU
ReturnHeader/Filer/EIN0474540407
ReturnHeader/Filer/USAddress/AddressLine1Txt09808 DOLOMITE LANE
ReturnHeader/Filer/USAddress/CityNm0Sandy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084094
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881708892
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boykin Group LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0348 Poplin Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Troy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076579
ReturnHeader/PreparerPersonGrp/PhoneNum02547175279
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brittany Boykin
ReturnHeader/ReturnTs02024-02-23T09:54:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SIMMONS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,972
Liabilities
$0
Net assets
$43,972
Revenue
$137,255
Expenses
$190,669
Net income
-$53,414
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
2023Detailed filing. Detailed filing data is available for this year.$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