Civic Intelligence

Uncas Foundation Inc.

EIN 81-0728073 • Guilford, CT

Pub. 78 Eligible
120 Uncas Point RdGuilford, CT 06437
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.00x

Higher debt load relative to revenue than 44% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-345%

Higher net margin than 2% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2017

Asset Growth

22nd percentile

-6.6%

Faster asset growth than 22% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$492,674

Down $14,201 (-2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$492,674

Down $14,201 (-2.8%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin2nd percentile

Revenue

Up

$108,838

Up $98,534 (+956%) from 2023

Expenses

Up

$123,039

Up $77,174 (+168%) from 2023

Net Income

Up

-$14,201

Up $21,360 (+60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2015: $49,211Liabilities 2015: $02015Assets 2016: $75,615Liabilities 2016: $0Net Assets 2016: $75,6152016Assets 2017: $638,557Liabilities 2017: $0Net Assets 2017: $638,5572017Assets 2018: $500,220Liabilities 2018: $0Net Assets 2018: $500,2202018Assets 2019: $694,360Liabilities 2019: $0Net Assets 2019: $694,3602019Assets 2020: $619,539Liabilities 2020: $0Net Assets 2020: $619,5392020Assets 2021: $592,818Liabilities 2021: $0Net Assets 2021: $592,8182021Assets 2022: $542,436Liabilities 2022: $0Net Assets 2022: $542,4362022Assets 2023: $506,875Liabilities 2023: $0Net Assets 2023: $506,8752023Assets 2024: $492,674Liabilities 2024: $0Net Assets 2024: $492,6742024

Highlighted filing

2024

Assets$492,674
Liabilities$0
Net Assets$492,674
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2015: $49,211Expenses 2015: $0Net Income 2015: $49,2112015Revenue 2016: $51,904Expenses 2016: $25,500Net Income 2016: $26,4042016Revenue 2017: $584,336Expenses 2017: $21,394Net Income 2017: $562,9422017Revenue 2018: $290,417Expenses 2018: $153,435Net Income 2018: $136,9822018Revenue 2019: $310,625Expenses 2019: $116,485Net Income 2019: $194,1402019Revenue 2020: $2,725Expenses 2020: $77,546Net Income 2020: -$74,8212020Revenue 2021: $8,120Expenses 2021: $34,841Net Income 2021: -$26,7212021Revenue 2022: -$6,009Expenses 2022: $44,373Net Income 2022: -$50,3822022Revenue 2023: $10,304Expenses 2023: $45,865Net Income 2023: -$35,5612023Revenue 2024: $108,838Expenses 2024: $123,039Net Income 2024: -$14,2012024

Highlighted filing

2024

Revenue$108,838
Expenses$123,039
Net Income-$14,201
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$492,674
Liabilities
$0
Net assets
$492,674
Revenue
$108,838
Expenses
$123,039
Net income
-$14,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$1.09$1.23$0.14
2023Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.10$0.46$0.36
2022Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.06$0.44$0.50
2021Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.08$0.35$0.27
2020Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.03$0.78$0.75
2019Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$3.11$1.16$1.94
2018Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$2.90$1.53$1.37
2017Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$5.84$0.21$5.63
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.52$0.26$0.26
2015Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.00$0.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER LUNDBERGPresident-$0--
DELANEY LUNDBERGSecretary-$0--
THEODORE LUNDBERGTreasurer-$0--
JEAN WRIGHTDirector-$0--
JAMES LUNDBERGDirector-$0--
KATHERINE LUNDBERGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Uncas Foundation Inc
EIN
81-0728073
Phone
2034537021
Address
120 UNCAS POINT RD, GUILFORD, CT 06437

Signing Officer

Name
W Bruce Lundberg Secretary
Title
Officer
Phone
2034537021
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Harvey & Horowitz Pc Cpas
Address
1813 SILAS DEANE HIGHWAY, ROCKY HILL, CT 06067-1305
Preparer
John D Potvin CPA
Phone
8605636443
Raw XML AppendixShowing 400 of 423 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST WITH THE POOR AND VULNERABLE COMMUNITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO PROVIDE QUALITY EDUCATION PROGRAMS TO ITS STUDENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO PROVIDE EDUCATION FOR CHILDREN IN THE LOCAL COMMUNITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO ENRICH THE QUALITY OF LIFE IN THE TOWN OF GUILFORD.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROVIDE FOR QUALITY EDUCATION.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO INVEST ITS RESOURCES TO CO-CREATE COMMUNITIES WHERE LEADERSHIP, CULTURE AND SYSTEMS WORK TO IMPROVE AND SUSTAIN POSITIVE HEALTH OUTCOMES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO PRESERVE AND SHOWCASE ART COLLECTIONS FOR THE GENERAL PUBLIC.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO PROVIDE QUALITY EDUCATION TO ITS STUDENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO CREATE AN INTEREST IN AND PROMOTE KNOWLEDGE OF GARDENING,PRESERVATION OF NATURAL RESOURCES AND CIVIC HORICULTRUAL WORK.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COLUMBIA UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GUILFORD FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HAMILTON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HUMANA FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SMITH COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8GARDEN CLUB OF NEW HAVEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0228 WEST LEXINGTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13009 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2227 E GRAND AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4198 COLLEGE HILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5500 W MAIN STREET SUITE 2018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64TH AND CONSTITUTION AVENUE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7100 ELM STREET
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033952
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt018684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03077
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt039736
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt084249
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt084249
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0165073
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt087048
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03077
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt039736
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0121000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt087048
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0249322
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0162274
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WALTER AND DELANEY LUNDBURG
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GUILFORD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006437
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0106268
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0106268
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0500 SHARES AMAZON.COM INC. STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-11-14
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0W BRUCE LUNDBERG SECRETARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02034537021

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