Civic Intelligence

Lund Foundation

990PF • Fiscal year 2022 • EIN 84-1417073

May 01, 2021 to Apr 30, 2022 • Filed on Mar 09, 2023

Organization Profile
PO 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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

25th percentile

-13%

Higher net margin than 25% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

54th percentile

1.3%

Faster asset growth than 54% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

100th percentile

102175%

Faster revenue growth than 100% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$775,736

Up $9,892 (+1.3%) from 2021

Net Assets

Up

$775,736

Up $17,549 (+2.3%) from 2021

Liabilities

Down

$0

Down $7,657 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin25th percentile

Revenue

Up

$72,615

Up $72,544 (+102175%) from 2021

Expenses

Up

$82,175

Up $21,159 (+35%) from 2021

Net Income

Up

-$9,560

Up $51,385 (+84%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2022

Assets$775,736
Liabilities$0
Net Assets$775,736
Open 2022 Filing

Operations Trend

Revenue Growth100th 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

2022

Revenue$72,615
Expenses$82,175
Net Income-$9,560
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Mar 9, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

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

Filer

Filer Name
Lund Foundation
EIN
84-1417073
Phone
4356555133
Address
PO BOX 980907, PARK CITY, UT 84098-0907

Signing Officer

Name
Jeramy Lund
Title
Treasurer
Phone
4356555133
Signed
2023-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Tanner LLC
Address
36 S STATE STREET SUITE 600, SALT LAKE CITY, UT 84111
Preparer
Heather Allen
Phone
8015327444
Raw XML Appendix321 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LINDA LUND
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ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$775,736
Liabilities
$0
Net assets
$775,736
Revenue
$72,615
Expenses
$82,175
Net income
-$9,560
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
2022Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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