Civic Intelligence

Victoria Lund Foundation

990PF • Fiscal year 2015 • EIN 86-6316902

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 15, 2016

6632 N 66th PlaceParadise Valley, AZ 85253

(480) 607-3443

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

1.33x

Higher debt load relative to revenue than 86% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

1st percentile

-2214%

Higher net margin than 1% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

31st percentile

$25,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 110.9% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

14th percentile

-7.3%

Faster asset growth than 14% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-1.8%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$6,380,072

Down $499,184 (-7.3%) from 2014

Net Assets

Down

$6,350,072

Down $499,184 (-7.3%) from 2014

Liabilities

Flat

$30,000

Flat from 2014

Revenue

Down

$22,548

Down $410 (-1.8%) from 2014

Expenses

Up

$521,732

Up $12,162 (+2.4%) from 2014

Net Income

Down

-$499,184

Down $12,572 (-2.6%) from 2014

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $8,188,157Liabilities 2010: $48,000Net Assets 2010: $8,140,1572010Assets 2011: $8,402,280Liabilities 2011: $0Net Assets 2011: $8,402,2802011Assets 2012: $7,916,933Liabilities 2012: $1Net Assets 2012: $7,916,9322012Assets 2013: $7,335,868Liabilities 2013: $0Net Assets 2013: $7,335,8682013Assets 2014: $6,879,256Liabilities 2014: $30,000Net Assets 2014: $6,849,2562014Assets 2015: $6,380,072Liabilities 2015: $30,000Net Assets 2015: $6,350,0722015Assets 2016: $5,988,128Liabilities 2016: $30,000Net Assets 2016: $5,958,1282016Assets 2017: $6,319,390Liabilities 2017: $30,001Net Assets 2017: $6,289,3892017Assets 2018: $6,034,468Liabilities 2018: $30,000Net Assets 2018: $6,004,4682018Assets 2019: $5,741,360Liabilities 2019: $30,0002019Assets 2020: $8,048,371Liabilities 2020: $30,000Net Assets 2020: $8,018,3712020Assets 2021: $7,752,223Liabilities 2021: $30,000Net Assets 2021: $7,722,2232021Assets 2022: $7,373,584Liabilities 2022: $30,000Net Assets 2022: $7,343,5842022Assets 2023: $7,248,187Liabilities 2023: $30,000Net Assets 2023: $7,218,1872023Assets 2024: $6,989,601Liabilities 2024: $30,000Net Assets 2024: $6,959,6012024

Highlighted filing

2015

Assets$6,380,072
Liabilities$30,000
Net Assets$6,350,072

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $702,8192010Expenses 2011: $596,1922011Expenses 2012: $589,3702012Revenue 2013: -$28,599Expenses 2013: $552,465Net Income 2013: -$581,0642013Revenue 2014: $22,958Expenses 2014: $509,570Net Income 2014: -$486,6122014Revenue 2015: $22,548Expenses 2015: $521,732Net Income 2015: -$499,1842015Revenue 2016: $64,711Expenses 2016: $456,655Net Income 2016: -$391,9442016Revenue 2017: $677,917Expenses 2017: $346,656Net Income 2017: $331,2612017Revenue 2018: $20,317Expenses 2018: $305,238Net Income 2018: -$284,9212018Revenue 2019: $65,547Expenses 2019: $358,655Net Income 2019: -$293,1082019Revenue 2020: $3,654,075Expenses 2020: $1,347,064Net Income 2020: $2,307,0112020Revenue 2021: $39,501Expenses 2021: $335,649Net Income 2021: -$296,1482021Revenue 2022: $33,725Expenses 2022: $412,364Net Income 2022: -$378,6392022Revenue 2023: $275,318Expenses 2023: $400,715Net Income 2023: -$125,3972023Revenue 2024: $146,369Expenses 2024: $404,955Net Income 2024: -$258,5862024

Highlighted filing

2015

Revenue$22,548
Expenses$521,732
Net Income-$499,184
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 15, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRY L LUNDTrusteePT$25,000-$25,000
WILLIAM S LUNDTrustee-$6,000-$6,000
BRADFORD D LUNDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Victoria Lund Foundation
EIN
86-6316902
Phone
4806073443
Address
6632 N 66TH PLACE, PARADISE VALLEY, AZ 85253

Signing Officer

Name
William S Lund
Title
Trustee
Signed
2016-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Wanda Tang Pc
Address
8840 E CHAPARRAL RD STE 185, SCOTTSDALE, AZ 85250
Preparer
Wanda Tang CPA
Phone
6025530202
Raw XML AppendixShowing 400 of 425 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/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATIONAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7HEALTH/COMMUNITY IMPROVEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8501(C)3
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4STARSHINE ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ARIZONA COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6ST JOSEPHS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7HELPING HANDS FOR SINGLE MOMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8VALLEY YOUTH THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6350 W THOMAS RD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8807 N 3RD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TEMPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PARADISE VALLEY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8PHOENIX
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd585016
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd885004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt022832
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0357569
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0333495
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0380401
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt022832
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0333495
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0357569
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04425
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt04425
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01147926
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT-TBIC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01140247
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01140247
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NON DEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025948
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11657
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2109
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025948
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11657
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2109
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NON-TAXABLE DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2TBIC K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02733
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1597
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-7679
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02733
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1597
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-7679
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt030000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0NOTE PAYABLE-SAPHIRE LLC
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt030000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0720
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0720
TaxesSchedule/TaxesDetail/Amt06850
TaxesSchedule/TaxesDetail/Amt1264
TaxesSchedule/TaxesDetail/Amt247117
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PROPERTY TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06850
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1264
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt247117

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.99$0.03$6.96$0.15$0.40$0.26
2023Detailed filing. Detailed filing data is available for this year.$7.25$0.03$7.22$0.28$0.40$0.13
2022Detailed filing. Detailed filing data is available for this year.$7.37$0.03$7.34$0.03$0.41$0.38
2021Detailed filing. Detailed filing data is available for this year.$7.75$0.03$7.72$0.04$0.34$0.30
2020Detailed filing. Detailed filing data is available for this year.$8.05$0.03$8.02$3.65$1.35$2.31
2019Summary only. Only limited summary data is available for this year.$5.74$0.03$0.07$0.36$0.29
2018Detailed filing. Detailed filing data is available for this year.$6.03$0.03$6.00$0.02$0.31$0.28
2017Detailed filing. Detailed filing data is available for this year.$6.32$0.03$6.29$0.68$0.35$0.33
2016Detailed filing. Detailed filing data is available for this year.$5.99$0.03$5.96$0.06$0.46$0.39
2015Detailed filing. Detailed filing data is available for this year.$6.38$0.03$6.35$0.02$0.52$0.50
2014Detailed filing. Detailed filing data is available for this year.$6.88$0.03$6.85$0.02$0.51$0.49
2013Detailed filing. Detailed filing data is available for this year.$7.34$0.00$7.34$0.03$0.55$0.58
2012Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.59
2011Detailed filing. Detailed filing data is available for this year.$8.40$0.00$8.40$0.60
2010Detailed filing. Detailed filing data is available for this year.$8.19$0.05$8.14$0.70