Civic Intelligence

Lund Foundation

990PF • Fiscal year 2019 • EIN 84-1417073

May 01, 2018 to Apr 30, 2019 • Filed on Nov 21, 2019

Organization Profile
P O Box 980907Park City, UT 84098-0907

(435) 655-5133

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-800%

Higher net margin than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

37th percentile

-0.6%

Faster asset growth than 37% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,009,328

Down $5,647 (-0.6%) from 2018

Net Assets

Down

$1,009,328

Down $5,647 (-0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Down

$5,326

Down $26,429 (-83%) from 2018

Expenses

Down

$47,959

Down $48,583 (-50%) from 2018

Net Income

Up

-$42,633

Up $22,154 (+34%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,564,505Liabilities 2011: $0Net Assets 2011: $1,564,5052011Assets 2012: $1,411,776Liabilities 2012: $0Net Assets 2012: $1,411,7762012Assets 2013: $1,270,530Liabilities 2013: $0Net Assets 2013: $1,270,5302013Assets 2014: $1,245,835Liabilities 2014: $0Net Assets 2014: $1,245,8352014Assets 2015: $1,099,023Liabilities 2015: $0Net Assets 2015: $1,099,0232015Assets 2016: $898,869Liabilities 2016: $0Net Assets 2016: $898,8692016Assets 2017: $936,162Liabilities 2017: $0Net Assets 2017: $936,1622017Assets 2018: $1,014,975Liabilities 2018: $0Net Assets 2018: $1,014,9752018Assets 2019: $1,009,328Liabilities 2019: $0Net Assets 2019: $1,009,3282019Assets 2020: $819,257Liabilities 2020: $0Net Assets 2020: $819,2572020Assets 2021: $765,844Liabilities 2021: $7,657Net Assets 2021: $758,1872021Assets 2022: $775,736Liabilities 2022: $0Net Assets 2022: $775,7362022Assets 2023: $1,078,798Liabilities 2023: $12023Assets 2025: $947,116Liabilities 2025: $9,471Net Assets 2025: $937,6452025

Highlighted filing

2019

Assets$1,009,328
Liabilities$0
Net Assets$1,009,328
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$200K$0-$200KExpenses 2011: $69,6222011Expenses 2012: $69,6842012Expenses 2013: $140,0882013Revenue 2014: $8,698Expenses 2014: $65,886Net Income 2014: -$57,1882014Revenue 2015: $16,754Expenses 2015: $116,746Net Income 2015: -$99,9922015Revenue 2016: $4,735Expenses 2016: $73,664Net Income 2016: -$68,9292016Revenue 2017: $2,583Expenses 2017: $52,598Net Income 2017: -$50,0152017Revenue 2018: $31,755Expenses 2018: $96,542Net Income 2018: -$64,7872018Revenue 2019: $5,326Expenses 2019: $47,959Net Income 2019: -$42,6332019Revenue 2020: -$48,470Expenses 2020: $58,148Net Income 2020: -$106,6182020Revenue 2021: $71Expenses 2021: $61,016Net Income 2021: -$60,9452021Revenue 2022: $72,615Expenses 2022: $82,175Net Income 2022: -$9,5602022Revenue 2023: $370,029Expenses 2023: $104,000Net Income 2023: $266,0292023Revenue 2025: $36,602Expenses 2025: $12,860Net Income 2025: $23,7422025

Highlighted filing

2019

Revenue$5,326
Expenses$47,959
Net Income-$42,633
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Nov 21, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA LUNDPresident-$0--
VICTOR L LUNDSecretary-$0--
CHANDLER LUNDVice President-$0--
JERAMY C LUNDTresurer-$0--
Filing and Contact Details

Filer

Filer Name
Lund Foundation
EIN
84-1417073
Address
P O BOX 980907, PARK CITY, UT 84098-0907

Signing Officer

Name
Jeramy C Lund
Title
Trustee
Phone
4356555133
Signed
2019-11-21
Discuss with paid preparer
Yes

Preparer

Firm
C Kim Anderson
Address
1558 SOUTH 1100 EAST, Salt Lake City, UT 84105-2438
Preparer
C Kim Anderson
Phone
8014874671
Raw XML Appendix352 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/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02528
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02528
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt048124
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt047722
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt073
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt073
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt073
OtherIncreasesSchedule/OtherIncreasesDetail/Amt036986
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FAIR MARKET VALUE INCREASE
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0164
TaxesSchedule/TaxesDetail/Amt0164
TaxesSchedule/TaxesDetail/CategoryTxt004-30-18 FEDL EXCSISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0164
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERAMY C LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04356555133
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUND FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUND
ReturnHeader/Filer/EIN0841417073
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 980907
ReturnHeader/Filer/USAddress/CityNm0PARK CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd0840980907
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C KIM ANDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01558 SOUTH 1100 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Salt Lake City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841052438
ReturnHeader/PreparerPersonGrp/PhoneNum08014874671
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C KIM ANDERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-12-11T12:38:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,009,328
Liabilities
$0
Net assets
$1,009,328
Revenue
$5,326
Expenses
$47,959
Net income
-$42,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.04$0.01$0.02
2023Summary only. Only limited summary data is available for this year.$1.08$0.00$0.37$0.10$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.07$0.08$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.01$0.76$0.00$0.06$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.05$0.06$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.01$0.05$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.03$0.10$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.00$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.00$0.07$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02$0.12$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.01$0.07$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.07