Civic Intelligence

Wilford W Lundberg Charitable

EIN 87-0440808 • Logan, UT

1496 E 1140 NLogan, UT 84341
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

5th percentile

-565%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-2.8%

Faster asset growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-3.9%

Faster revenue growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$33,770

Down $977 (-2.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$33,770

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Down

$173

Down $7 (-3.9%) from 2023

Expenses

Up

$1,150

Up $1,000 (+667%) from 2023

Net Income

Down

-$977

Down $1,007 (-3357%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$60K$40K$20K$0Assets 2010: $46,471Liabilities 2010: $0Net Assets 2010: $46,4712010Assets 2011: $46,426Liabilities 2011: $0Net Assets 2011: $46,4262011Assets 2012: $29,862Liabilities 2012: $02012Assets 2013: $27,254Liabilities 2013: $02013Assets 2014: $24,142Liabilities 2014: $0Net Assets 2014: $24,1422014Assets 2015: $23,528Liabilities 2015: $0Net Assets 2015: $23,5282015Assets 2016: $23,415Liabilities 2016: $0Net Assets 2016: $23,4152016Assets 2017: $22,801Liabilities 2017: $0Net Assets 2017: $22,8012017Assets 2018: $23,703Liabilities 2018: $0Net Assets 2018: $23,7032018Assets 2019: $23,628Liabilities 2019: $0Net Assets 2019: $23,6282019Assets 2020: $23,486Liabilities 2020: $0Net Assets 2020: $23,4862020Assets 2021: $23,341Liabilities 2021: $0Net Assets 2021: $23,3412021Assets 2022: $34,717Liabilities 2022: $0Net Assets 2022: $34,7172022Assets 2023: $34,747Liabilities 2023: $12023Assets 2024: $33,770Liabilities 2024: $0Net Assets 2024: $33,7702024

Highlighted filing

2024

Assets$33,770
Liabilities$0
Net Assets$33,770
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$15K$10K$5.0K$0-$5.0KExpenses 2010: $7192010Expenses 2011: $2022011Revenue 2012: $90Expenses 2012: $153Net Income 2012: -$632012Revenue 2013: $44Expenses 2013: $152Net Income 2013: -$1082013Revenue 2014: $38Expenses 2014: $3,150Net Income 2014: -$3,1122014Revenue 2015: $36Expenses 2015: $650Net Income 2015: -$6142015Revenue 2016: $2,037Expenses 2016: $2,150Net Income 2016: -$1132016Revenue 2017: $1,536Expenses 2017: $2,150Net Income 2017: -$6142017Revenue 2018: $1,052Expenses 2018: $150Net Income 2018: $9022018Revenue 2019: $75Expenses 2019: $150Net Income 2019: -$752019Revenue 2020: $8Expenses 2020: $150Net Income 2020: -$1422020Revenue 2021: $5Expenses 2021: $150Net Income 2021: -$1452021Revenue 2022: $12,026Expenses 2022: $650Net Income 2022: $11,3762022Revenue 2023: $180Expenses 2023: $150Net Income 2023: $302023Revenue 2024: $173Expenses 2024: $1,150Net Income 2024: -$9772024

Highlighted filing

2024

Revenue$173
Expenses$1,150
Net Income-$977
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$33,770
Liabilities
$0
Net assets
$33,770
Revenue
$173
Expenses
$1,150
Net income
-$977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$0.17$1.15$0.98
2023Summary only. Only limited summary data is available for this year.$34.7$0.00$0.18$0.15$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.00$34.7$12.0$0.65$11.4
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.3$0.00$23.3$0.01$0.15$0.15
2020Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$0.01$0.15$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.6$0.00$23.6$0.08$0.15$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$0.00$23.7$1.05$0.15$0.90
2017Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$1.54$2.15$0.61
2016Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$2.04$2.15$0.11
2015Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$0.04$0.65$0.61
2014Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$0.04$3.15$3.11
2013Summary only. Only limited summary data is available for this year.$27.3$0.00$0.04$0.15$0.11
2012Summary only. Only limited summary data is available for this year.$29.9$0.00$0.09$0.15$0.06
2011Detailed filing. Detailed filing data is available for this year.$46.4$0.00$46.4$0.20
2010Detailed filing. Detailed filing data is available for this year.$46.5$0.00$46.5$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN LUNDBERGTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-MISSIONARY-Salt Lake City, UT, US$1,000
Filing and Contact Details

Filer

Filer Name
Wilford W Lundberg Charitable Foundation
EIN
87-0440808
In Care Of
% BRIAN LUNDBERG
Phone
4357603336
Address
1496 E 1140 N, LOGAN, UT 84341

Signing Officer

Name
Brian Lundberg
Title
Trustee
Phone
4357603336
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Tyler & Company
Address
40 W Cache Valley Blvd Ste 1A, Logan, UT 84341
Preparer
Kevin T Tyler
Phone
4357537430
Raw XML Appendix154 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0150
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TYLER & COMPANY
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
CashDeemedCharitableExplnStmt/ShortExplanationTxt0ALL CASH IS ACCUMULATED FOR THE CHARITABLE PURPOSE
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0173
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0173
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-977
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0173
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0150
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-977
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt033770
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt034747
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt033770
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt034747
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt033770
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt034747
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt033770
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt034747
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt033770
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt034747
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt033770
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt034747
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt033770
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRIAN LUNDBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01496 E 1140 N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084341
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRIAN LUNDBERG
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01496 E 1140 N
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOGAN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084341
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04357603336
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS 50 E NORTH TEMPLE ST SALT LAKE CITY UT 84150
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MISSIONARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHURCH OF JESUS CHRIST OF LATTER DA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt050 E NORTH TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Salt Lake City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN LUNDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04357603336
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILFORD W LUNDBERG CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILF
ReturnHeader/Filer/EIN0870440808
ReturnHeader/Filer/InCareOfNm0% BRIAN LUNDBERG
ReturnHeader/Filer/PhoneNum04357603336
ReturnHeader/Filer/USAddress/AddressLine1Txt01496 E 1140 N
ReturnHeader/Filer/USAddress/CityNm0LOGAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084341
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202087578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tyler & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 W Cache Valley Blvd Ste 1A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Logan
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084341
ReturnHeader/PreparerPersonGrp/PhoneNum04357537430
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN T TYLER
ReturnHeader/ReturnTs02025-05-08T15:40:55-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits