Civic Intelligence

Steven J and Kalleen Lund Foundation

EIN 87-0565417 • Provo, UT

Pub. 78 Eligible
5255 N Edgewood Dr Ste 175Provo, UT 84604
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

17th percentile

-46%

Higher net margin than 17% 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

54th percentile

-0.4%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-87%

Faster revenue growth than 8% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$171,502

Down $694 (-0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$171,502

Down $694 (-0.4%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin17th percentile

Revenue

Down

$1,509

Down $10,463 (-87%) from 2023

Expenses

Down

$2,203

Down $16,641 (-88%) from 2023

Net Income

Up

-$694

Up $6,178 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$300K$200K$100K$0Assets 2011: $224,664Liabilities 2011: $12011Assets 2012: $204,794Liabilities 2012: $12012Assets 2013: $173,574Liabilities 2013: $0Net Assets 2013: $173,5742013Assets 2014: $143,734Liabilities 2014: $0Net Assets 2014: $143,7342014Assets 2015: $74,362Liabilities 2015: $0Net Assets 2015: $74,3622015Assets 2016: $43,967Liabilities 2016: $0Net Assets 2016: $43,9672016Assets 2017: $215,815Liabilities 2017: $0Net Assets 2017: $215,8152017Assets 2018: $211,006Liabilities 2018: $0Net Assets 2018: $211,0062018Assets 2019: $219,859Liabilities 2019: $0Net Assets 2019: $219,8592019Assets 2020: $228,199Liabilities 2020: $0Net Assets 2020: $228,1992020Assets 2021: $236,660Liabilities 2021: $0Net Assets 2021: $236,6602021Assets 2022: $179,068Liabilities 2022: $0Net Assets 2022: $179,0682022Assets 2023: $172,196Liabilities 2023: $0Net Assets 2023: $172,1962023Assets 2024: $171,502Liabilities 2024: $0Net Assets 2024: $171,5022024

Highlighted filing

2024

Assets$171,502
Liabilities$0
Net Assets$171,502
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $5,134Expenses 2011: $22,546Net Income 2011: -$17,4122011Revenue 2012: $6,176Expenses 2012: $26,046Net Income 2012: -$19,8702012Revenue 2013: $8,949Expenses 2013: $40,169Net Income 2013: -$31,2202013Revenue 2014: $10,174Expenses 2014: $40,014Net Income 2014: -$29,8402014Revenue 2015: $10,230Expenses 2015: $79,602Net Income 2015: -$69,3722015Revenue 2016: $10,155Expenses 2016: $71,931Net Income 2016: -$61,7762016Revenue 2017: $9,864Expenses 2017: $16,508Net Income 2017: -$6,6442017Revenue 2018: $9,502Expenses 2018: $14,311Net Income 2018: -$4,8092018Revenue 2019: $9,490Expenses 2019: $637Net Income 2019: $8,8532019Revenue 2020: $9,130Expenses 2020: $790Net Income 2020: $8,3402020Revenue 2021: $10,526Expenses 2021: $2,065Net Income 2021: $8,4612021Revenue 2022: $33,845Expenses 2022: $91,437Net Income 2022: -$57,5922022Revenue 2023: $11,972Expenses 2023: $18,844Net Income 2023: -$6,8722023Revenue 2024: $1,509Expenses 2024: $2,203Net Income 2024: -$6942024

Highlighted filing

2024

Revenue$1,509
Expenses$2,203
Net Income-$694
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$171,502
Liabilities
$0
Net assets
$171,502
Revenue
$1,509
Expenses
$2,203
Net income
-$694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.02$0.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.12$0.19$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.34$0.91$0.58
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.11$0.02$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.09$0.01$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.09$0.01$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.10$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.10$0.17$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.10$0.72$0.62
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.10$0.80$0.69
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10$0.40$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.09$0.40$0.31
2012Summary only. Only limited summary data is available for this year.$2.05$0.00$0.06$0.26$0.20
2011Summary only. Only limited summary data is available for this year.$2.25$0.00$0.05$0.23$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN J LUNDTrustee-$0--
KALLEEN LUNDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Steven J and Kalleen Lund Foundation
EIN
87-0565417
Phone
8014235355
Address
5255 N EDGEWOOD DR STE 175, PROVO, UT 84604

Signing Officer

Name
Steven Lund
Title
Director
Phone
8014235355
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Shannon Anderson CPA LLC
Address
513 EAST 800 NORTH, AMERICAN FORK, UT 84003
Preparer
Shannon Anderson
Phone
8014235355
Raw XML Appendix262 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/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt074619
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03520
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078995
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07896
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt071099
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078995
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt082515
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0123
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08014235355
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEVEN J AND KALLEEN LUND FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEV
ReturnHeader/Filer/EIN0870565417
ReturnHeader/Filer/PhoneNum08014235355
ReturnHeader/Filer/USAddress/AddressLine1Txt05255 N EDGEWOOD DR STE 175
ReturnHeader/Filer/USAddress/CityNm0PROVO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208783698
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHANNON ANDERSON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0513 EAST 800 NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AMERICAN FORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084003
ReturnHeader/PreparerPersonGrp/PhoneNum08014235355
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHANNON ANDERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-11T13:15:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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