Civic Intelligence

The Lundeen Foundation Inc

990PF • Fiscal year 2016 • EIN 76-0265276

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 24, 2017

Organization Profile
2500 Barton Creek Blvd 1413Austin, TX 78735

(512) 306-0970

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 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-16395%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-93%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $210,837 (-100%) from 2015

Net Assets

Down

$0

Down $210,837 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$1,286

Down $16,955 (-93%) from 2015

Expenses

Up

$212,123

Up $176,324 (+493%) from 2015

Net Income

Down

-$210,837

Down $193,279 (-1101%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$400K$300K$200K$100K$0Assets 2011: $352,766Liabilities 2011: $02011Assets 2012: $293,269Liabilities 2012: $02012Assets 2013: $285,205Liabilities 2013: $02013Assets 2014: $228,395Liabilities 2014: $1Net Assets 2014: $228,3952014Assets 2015: $210,837Liabilities 2015: $0Net Assets 2015: $210,8372015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $34,861Expenses 2011: $29,540Net Income 2011: $5,3212011Revenue 2012: $5,593Expenses 2012: $32,310Net Income 2012: -$26,7172012Revenue 2013: $22,602Expenses 2013: $30,666Net Income 2013: -$8,0642013Revenue 2014: -$25,645Expenses 2014: $31,165Net Income 2014: -$56,8102014Revenue 2015: $18,241Expenses 2015: $35,799Net Income 2015: -$17,5582015Revenue 2016: $1,286Expenses 2016: $212,123Net Income 2016: -$210,8372016

Highlighted filing

2016

Revenue$1,286
Expenses$212,123
Net Income-$210,837
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 24, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN J LUNDEENPres/Trs/Director-$0--
BARBARA S LUNDEENSec/Director-$0--
WILLIAM LUNDEENDirector-$0--
DAVID LUNDEENDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Lundeen Foundation Inc
EIN
76-0265276
Phone
5123060970
Address
2500 BARTON CREEK BLVD 1413, AUSTIN, TX 78735

Signing Officer

Name
Barbara S Lundeen
Title
Sec/director
Signed
2017-08-24
Discuss with paid preparer
Yes

Preparer

Firm
Rosenthal & Co PC
Address
3900 Essex Lane Suite 1120, Houston, TX 77027
Preparer
Louise S Rosenthalcpa
Phone
7136550163
Raw XML Appendix298 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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LiquidationExplanationStmt/ExplanationTxt0Final distribution of Cash and securities transferred to the following qualifying organized charity recipient:Austin Community Foundation4315 Guadalupe Suite 300Austin, TX 78751EIN: 74-1934031 DATE OF COST FAIR MARKET FAIR MARKETQUANTITY: MUTUAL FUNDS/CASH: TRANSFER BASIS PER SHARE VALUE-------------------------------- -------- ------ ---------- ---------- 284.364 Dodge & Cox Intl Stock 7/7/2016 11,311 34.40 9,782 122.927 Dodge & Cox Stock 7/7/2016 19,880 161.36 19,835 499.022 Dreyfus Intl Stock 7/7/2016 7,665 14.85 7,410 49.652 Dreyfus Midcap Index 7/7/2016 1,084 35.31 1,753 56.955 Dreyfus Oppor MidCap Val I 7/7/2016 1,665 30.28 1,725 656.280 Fidelity Total Bond Fund 7/8/2016 6,965 10.83 7,108 432.001 Hrdg Loevner Instl Em Mkts 7/8/2016 7,487 16.72 7,223 109.000 Ishares Core S&P 500 7/7/2016 18,790 210.66 22,962 108.000 Ishares Core S&P Midcap 7/7/2016 8,134 148.94 16,086 725.020 Litman Gregory Mstrs Intl 7/7/2016 9,079 14.30 10,3681468.727 Loomis Sayles Bd Fd CL 1 7/7/2016 19,945 13.71 20,136 413.888 PRIMECAP Odyssey Growth 7/7/2016 6,916 26.39 10,922 106.907 T. Rowe Price Blue Chip 7/7/2016 6,315 69.89 7,472 105.343 Vanguard 500 Index Admiral 7/7/2016 12,023 196.66 20,717 96.000 Vanguard FTSE Emer Mkts 7/7/2016 3,145 34.64 3,325 111.000 Vanguard FTSE De Mkts 7/7/2016 4,420 34.60 3,841 79.000 Vanguard FTSE Dev Mkts 7/7/2016 2,792 34.60 2,733 150.000 Vanguard FTSE Dev Mkts 7/7/2016 5,557 34.60 5,190 230.000 WisdomTree Equity Inc Fd 7/7/2016 12,268 66.55 15,306 86.000 WisdomTree Mcp Div Midcap 7/7/2016 4,408 89.10 7,663 81.000 WisdomTree T Smallcap Egs 7/7/2016 6,189 78.38 6,349 unsettled trades/cash Various 28,758 28,758 ________________________________________________________________________ TOTAL $204,796 $236,664 ========================================
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0899
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES & CHARGES
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0899
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TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA S LUNDEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LUNDEEN FOUNDATION INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rosenthal & Co PC
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ReturnHeader/PreparerPersonGrp/PhoneNum07136550163
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LOUISE S ROSENTHALCPA
ReturnHeader/ReturnTs02017-08-24T15:04:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,286
Expenses
$212,123
Net income
-$210,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$2.12$2.11
2015Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.18$0.36$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.26$0.31$0.57
2013Summary only. Only limited summary data is available for this year.$2.85$0.00$0.23$0.31$0.08
2012Summary only. Only limited summary data is available for this year.$2.93$0.00$0.06$0.32$0.27
2011Summary only. Only limited summary data is available for this year.$3.53$0.00$0.35$0.30$0.05