Civic Intelligence

The Lulu Tree Foundation

990 • Fiscal year 2024 • EIN 47-4540407

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 27, 2025

Organization ProfileWWW.THELULUTREE.COM
1177 W Cody CircleSouth Jordan, UT 84095

(512) 217-8137

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

98th percentile

500%

Faster asset growth than 98% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

232%

Faster revenue growth than 96% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$264,036

Up $220,064 (+500%) from 2023

Net Assets

Up

$264,036

Up $220,064 (+500%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin90th percentile

Revenue

Up

$456,252

Up $318,997 (+232%) from 2023

Expenses

Up

$236,188

Up $45,519 (+24%) from 2023

Net Income

Up

$220,064

Up $273,478 (+512%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2024

Assets$264,036
Liabilities$0
Net Assets$264,036
Open 2024 Filing

Operations Trend

Revenue Growth96th 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

2024

Revenue$456,252
Expenses$236,188
Net Income$220,064
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 27, 2025
Return Version
2024v5.0
Gross Receipts
$456,252
Mission and Program Overview

Mission

equipping families through the church

To prevent tomorrows orphans by equipping todays families through the local church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$43,972$264,036▲ $220,064
Rtn Earn Endowment Incm Other Fnds$43,972$264,036▲ $220,064
Total Assets$43,972$264,036▲ $220,064
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$43,972$264,036▲ $220,064
Total Liabilities and Net Assets / Fund Balance$43,972$264,036▲ $220,064
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Emily WierengaPresident
Erica HaleVice President
Kayla NelsonCreative Director
Susie JacksonDirector of Partner Care
Jeanne DamoffSecretary
Tricia SimmonsTresurer
Revenue and Support

Revenue Composition

Contributions and Grants
$456,090
Program Service Revenue
$0
Investment Income
$162
Other Revenue
$0
All Other Contributions
$456,090
Change in Net Assets
$220,064
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$232,899--$232,899
Travel-$2,568-$2,568
Advertising-$721-$721
Total Functional Expenses$232,899$3,289$0$236,188
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Upon review by the governing body the information being reported in the 2024 990 has been approved.”

Governing documents etc available to public Part VI line 19

“The Lulu Tree Foundation uses guidestar.org to provide our financials to the general public as well as to specific people upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Tricia Simmons
Title
Treasurer
Phone
8016510189
Signed
2025-02-27
Discuss with paid preparer
No

Organization Details

Formed
1905
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Boykin Group LLC
Address
2201 Washington Ave, Waco, TX 76701
Preparer
Brittany Boykin
Phone
2546005560
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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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IRS990/Desc0Training for tomorrow through education and 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 communites.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LULU TREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LULU
ReturnHeader/Filer/EIN0474540407
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ReturnHeader/ReturnTs02025-03-10T11:30:40-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$264,036
Liabilities
$0
Net assets
$264,036
Revenue
$456,252
Expenses
$236,188
Net income
$220,064
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
2024Detailed filing. Detailed filing data is available for this year.$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