Civic Intelligence

Alice Lee Lund Charitable Trust

990PF • Fiscal year 2010 • EIN 91-6530681

Jan 01, 2010 to Dec 31, 2010 • Filed on May 17, 2011

Organization Profile
13918 NW 9th Ave98685
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

70th percentile

$2,750

Higher top officer pay than 70% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$1,623,414

No earlier filing loaded for comparison.

Net Assets

$1,623,414

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$129,761

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2010: $1,623,414Liabilities 2010: $0Net Assets 2010: $1,623,4142010Assets 2011: $1,705,285Liabilities 2011: $0Net Assets 2011: $1,705,2852011Assets 2012: $2,279,854Liabilities 2012: $0Net Assets 2012: $2,279,8542012Assets 2013: $3,633,022Liabilities 2013: $0Net Assets 2013: $3,633,0222013Assets 2014: $5,359,232Liabilities 2014: $0Net Assets 2014: $5,359,2322014Assets 2015: $5,992,302Liabilities 2015: $0Net Assets 2015: $5,992,3022015Assets 2016: $6,060,785Liabilities 2016: $0Net Assets 2016: $6,060,7852016Assets 2017: $7,228,788Liabilities 2017: $0Net Assets 2017: $7,228,7882017Assets 2018: $9,588,620Liabilities 2018: $0Net Assets 2018: $9,588,6202018Assets 2019: $10,615,952Liabilities 2019: $12019Assets 2020: $10,685,898Liabilities 2020: $200,0002020Assets 2021: $11,362,708Liabilities 2021: $0Net Assets 2021: $11,362,7082021Assets 2022: $11,796,657Liabilities 2022: $0Net Assets 2022: $11,796,6572022Assets 2023: $12,194,670Liabilities 2023: $12023Assets 2024: $12,216,495Liabilities 2024: $0Net Assets 2024: $12,216,4952024

Highlighted filing

2010

Assets$1,623,414
Liabilities$0
Net Assets$1,623,414
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $129,7612010Expenses 2011: $121,7272011Expenses 2012: $128,2052012Revenue 2013: $1,289,015Expenses 2013: $167,695Net Income 2013: $1,121,3202013Revenue 2014: $2,163,377Expenses 2014: $742,985Net Income 2014: $1,420,3922014Revenue 2015: $1,392,339Expenses 2015: $965,763Net Income 2015: $426,5762015Revenue 2016: $919,727Expenses 2016: $990,930Net Income 2016: -$71,2032016Revenue 2017: $2,176,628Expenses 2017: $1,361,068Net Income 2017: $815,5602017Revenue 2018: $3,223,682Expenses 2018: $1,212,782Net Income 2018: $2,010,9002018Revenue 2019: $2,004,744Expenses 2019: $1,362,976Net Income 2019: $641,7682019Revenue 2020: $1,126,737Expenses 2020: $1,444,080Net Income 2020: -$317,3432020Revenue 2021: $2,649,423Expenses 2021: $2,005,090Net Income 2021: $644,3332021Revenue 2022: $2,394,640Expenses 2022: $2,277,864Net Income 2022: $116,7762022Revenue 2023: $1,533,075Expenses 2023: $1,362,598Net Income 2023: $170,4772023Revenue 2024: $1,305,659Expenses 2024: $1,453,976Net Income 2024: -$148,3172024

Highlighted filing

2010

Revenue-
Expenses$129,761
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 17, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WESLEY KEITH MOHOLTTrustee-$2,750-$2,750
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHILDREN'S ONCOLOGY CAMP FOUNDATIONFOUNDATION'S CHARITABLE PURPOSESOPERATING FOUNDATIONMISSOULA, MT, US$45,600
Paid GrantMERCY MEDICAL CENTERHOSPITALOPERATING FOUNDATIONWILLISTON, ND, US$27,500
Paid GrantHUMANE SOCIETY OF WESTERN MONTANAFOUNDATION'S CHARITABLE PURPOSESOPERATING FOUNDATIONMISSOULA, MT, US$18,675
Paid GrantTIPP CITY PUBLIC LIBRARYLIBRARYOPERATING FOUNDATIONTIPP CITY, OH, US$18,550
Paid GrantPARTNERS IN HOME CARE INCHOSPICEOPERATING FOUNDATIONMISSOULA, MT, US$8,615
Filing and Contact Details

Filer

EIN
91-6530681
Raw XML Appendix397 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/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount118675
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount227500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount38615
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount418550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FOUNDATION'S CHARITABLE PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FOUNDATION'S CHARITABLE PURPOSES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3HOSPICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHILDREN'S ONCOLOGY CAMP FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11HUMANE SOCIETY OF WESTERN MONTANA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MERCY MEDICAL CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13PARTNERS IN HOME CARE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14TIPP CITY PUBLIC LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0OPERATING FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1OPERATING FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2OPERATING FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3OPERATING FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4OPERATING FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 1450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine115930 HIGHWAY 93 SOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121301 15TH AVENUE WEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132687 PALMER STREET SUITE B
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1411 E MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MISSOULA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MISSOULA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WILLISTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MISSOULA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4TIPP CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2ND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode059806
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode159804
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode258801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode359808
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode445371
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0118940
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear085869
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1033071
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted095162
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0118940
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY09293
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear033071
LegalFeesSchedule/LegalFees/Amount01396
LegalFeesSchedule/LegalFees/Category0LEGAL
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome01396
OtherExpensesSchedule/OtherExpenses/Description0FOREIGN DIVIDEND TAX WITHHELD
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0514
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0514
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome099
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1123
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome290
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome31466
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome41045
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome53739
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome668
OtherIncomeSchedule2/OtherIncome/Description0MUREX
OtherIncomeSchedule2/OtherIncome/Description1PLAINS MARKETING
OtherIncomeSchedule2/OtherIncome/Description2CONDOR
OtherIncomeSchedule2/OtherIncome/Description3CONTINENTAL RESOURCES, INC.
OtherIncomeSchedule2/OtherIncome/Description4CONTINENTAL RESOURCES, INC.
OtherIncomeSchedule2/OtherIncome/Description5HESS CORPORATION
OtherIncomeSchedule2/OtherIncome/Description6SAMSON RESOURCES CO
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome099
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1123
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome290
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome31466
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome41045
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome53739
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome668
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks099
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1123
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks290
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks31466
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks41045
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks53739
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks668
TaxesSchedule/Taxes/Amount05222
TaxesSchedule/Taxes/Category02009 EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome05222
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0916530681
ReturnHeader/Filer/Name/BusinessNameLine10ALICE LEE LUND CHARITABLE TRUST
ReturnHeader/Filer/NameControl0ALIC
ReturnHeader/Filer/Phone07015772157
ReturnHeader/Filer/USAddress/AddressLine1013918 NW 9TH AVE
ReturnHeader/Filer/USAddress/City0VANCOUVER
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098685
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-05-17
ReturnHeader/Officer/Name0WESLEY K MOHOLT
ReturnHeader/Officer/Phone07015772157
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10VOLLER LEE SUESS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10ASSOCIATES CPAS PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WILLISTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0ND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0588021387
ReturnHeader/Preparer/Name0JOHN A SUESS
ReturnHeader/Preparer/Phone07015772157
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-06-07T16:39:27-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,623,414
Liabilities
$0
Net assets
$1,623,414
Revenue
-
Expenses
$129,761
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.31$1.45$0.15
2023Summary only. Only limited summary data is available for this year.$12.2$0.00$1.53$1.36$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$0.00$11.8$2.39$2.28$0.12
2021Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$2.65$2.01$0.64
2020Summary only. Only limited summary data is available for this year.$10.7$0.20$1.13$1.44$0.32
2019Summary only. Only limited summary data is available for this year.$10.6$0.00$2.00$1.36$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.59$0.00$9.59$3.22$1.21$2.01
2017Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$2.18$1.36$0.82
2016Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.92$0.99$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.99$0.00$5.99$1.39$0.97$0.43
2014Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$2.16$0.74$1.42
2013Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.29$0.17$1.12
2012Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.12
2010Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.13