Civic Intelligence

Alice Lee Lund Charitable Trust

990PF • Fiscal year 2011 • EIN 91-6530681

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

Organization Profile
13918 NW 9th Ave98685
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$2,750

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

67th percentile

5.0%

Faster asset growth than 67% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,705,285

Up $81,871 (+5.0%) from 2010

Net Assets

Up

$1,705,285

Up $81,871 (+5.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$121,727

Down $8,034 (-6.2%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2011

Assets$1,705,285
Liabilities$0
Net Assets$1,705,285
Open 2011 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

2011

Revenue-
Expenses$121,727
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th 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$46,000
Paid GrantMERCY MEDICAL CENTERHOSPITALOPERATING FOUNDATIONWILLISTON, ND, US$27,000
Paid GrantHUMANE SOCIETY OF WESTERN MONTANAFOUNDATION'S CHARITABLE PURPOSESOPERATING FOUNDATIONMISSOULA, MT, US$17,216
Paid GrantTIPP CITY PUBLIC LIBRARYLIBRARYOPERATING FOUNDATIONTIPP CITY, OH, US$15,000
Paid GrantPARTNERS IN HOME CARE INCHOSPICEOPERATING FOUNDATIONMISSOULA, MT, US$8,600
Paid GrantTIPP CITY AREA UNITED WAYFOUNDATION'S CHARITABLE PURPOSESOPERATING FOUNDATIONTIPP CITY, OH, US$2,000
Filing and Contact Details

Filer

EIN
91-6530681
Raw XML Appendix395 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/AccountingFees/Amount01025
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01025
AppliedToPriorYearElection/Election0ELECTION TO APPLY QUALIFYING DISTRIBUTION TO PRIOR YEAR 2006. REGULATIONS SECTION 53.49242(A)(D)(2).
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01096
InvestmentsOtherSchedule2/InvestmentsOther/BookValue11573531
InvestmentsOtherSchedule2/InvestmentsOther/BookValue276790
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0LPL MONEY MARKET
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1LPL MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2IRET
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01096
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV11979153
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV259618
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount066988
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount01846
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0183
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0134581
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode016
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0203598
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0203598
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01025
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01025
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm01846
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm02750
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss02750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0115816
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0115816
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm066988
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss066988
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses081871
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01846
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0183
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0183
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm01590
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss01590
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss01846
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0197687
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0546
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0546
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0134581
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0134581
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0115816
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm05911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0121727
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0203598
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0203598
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm05911
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss05911
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY0116500
IRS990PF/BalanceSheets/CashEOY053868
IRS990PF/BalanceSheets/CashEOYFMV053868
IRS990PF/BalanceSheets/InvestmentsOtherBOY01506914
IRS990PF/BalanceSheets/InvestmentsOtherEOY01651417
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV02039867
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY01623414
IRS990PF/BalanceSheets/RetainedEarningsEOY01705285
IRS990PF/BalanceSheets/TotalAssetsBOY01623414
IRS990PF/BalanceSheets/TotalAssetsEOY01705285
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02093735
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01623414
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01705285
IRS990PF/BalanceSheets/TotalNetAssetsBOY01623414
IRS990PF/BalanceSheets/TotalNetAssetsEOY01705285
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome01846
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01846
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01846
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01846
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses081871
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01705285
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01623414
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01705285
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0100544
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0100544
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0100544
IRS990PF/DistributableAmount/MinimumInvestmentReturn0102521
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01977
IRS990PF/DistributableAmount/TotalTax01977
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01240
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01977
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01977
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01977
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension0737
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01977
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02093735
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02081651
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0100626
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01981025
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable031225
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0102521
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02050426
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02081651
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation02750
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WESLEY KEITH MOHOLT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1013918 NW 9TH AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0VANCOUVER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode098685
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct097865
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets095888
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.046765
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.061089
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.030684
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.057449
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.032959
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.051646
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02050426
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101927291
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201709387
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301871178
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear402110229
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501531859
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01977
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0115816
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10117737
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2052450
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30107498
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4069552
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5079115
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.233827
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0113839
IRS990PF/QualifyingDistributions/ExpensesAndContributions0115816
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01977
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0115816
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber03
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber14
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber27
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber38
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0INCOME EARNED BY INVESTMENTS PROVIDE CERTAIN ORGANIZATIONS WITH FUNDS TO CARRY OUT THEIR CHARITABLE PURPOSES.
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1INCOME EARNED BY INVESTMENTS PROVIDE CERTAIN ORGANIZATIONS WITH FUNDS TO CARRY OUT THEIR CHARITABLE PURPOSES.
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2INCOME EARNED BY OIL ROYALTY PROVIDE CERTAIN ORGANIZATIONS WITH FUNDS TO CARRY OUT THEIR CHARITABLE PURPOSES.
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement3INCOME EARNED BY INVESTMENTS PROVIDE CERTAIN ORGANIZATIONS WITH FUNDS TO CARRY OUT THEIR CHARITABLE PURPOSES.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0WESLEY KEITH MOHOLT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03605734774
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1013918 NW 9TH AVENUE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0VANCOUVER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode098685
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG00
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0ND
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0TRUSTEE DISCRETION
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0WESLEY K MOHOLT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03605734774
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1013918 NW 9TH AVENUE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0VANCOUVER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode098685
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount046000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount117216
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount227000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount38600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount415000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52000
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/PurposeOfGrantOrContribution5FOUNDATION'S CHARITABLE PURPOSES
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/RecipientBusinessName/BusinessNameLine15TIPP CITY AREA UNITED WAY
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/RecipientFoundationStatus5OPERATING FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
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/AddressLine1512 SOUTH THIRD 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/City5TIPP 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/State5OH
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/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode545371
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0115816
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/AppliedToCurrentYear0100544
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear109293
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0100544
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear05979
IRS990PF/UndistributedIncome/ExcessFromCurrentYear05979
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0115816
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus05979
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus05979
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear09293
LegalFeesSchedule/LegalFees/Amount01590
LegalFeesSchedule/LegalFees/Category0LEGAL
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome01590
OtherExpensesSchedule/OtherExpenses/Description0FOREIGN DIVIDEND TAX WITHHELD
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0546
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0546
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome02712
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1144
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome2112
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome320088
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome42991
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome5163
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome691707
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome715500
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome81164
OtherIncomeSchedule2/OtherIncome/Description0MUREX
OtherIncomeSchedule2/OtherIncome/Description1PLAINS MARKETING
OtherIncomeSchedule2/OtherIncome/Description2CONDOR
OtherIncomeSchedule2/OtherIncome/Description3CONTINENTAL RESOURCES, INC.
OtherIncomeSchedule2/OtherIncome/Description4HESS CORPORATION
OtherIncomeSchedule2/OtherIncome/Description5SAMSON RESOURCES CO
OtherIncomeSchedule2/OtherIncome/Description6BTA OIL PRODUCERS, LLC
OtherIncomeSchedule2/OtherIncome/Description7DIAMOND RESOURCES
OtherIncomeSchedule2/OtherIncome/Description8SLAWSON EXPLORATION
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome02712
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1144
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome2112
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome320088
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome42991
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome5163
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome691707
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome715500
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome81164
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks02712
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1144
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2112
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks320088
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks42991
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks5163
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks691707
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks715500
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks81164
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/DateSigned02012-05-14
ReturnHeader/Officer/Name0WESLEY K MOHOLT
ReturnHeader/Officer/Phone07015772157
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0450371951
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/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-06-11T17:56:07-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,705,285
Liabilities
$0
Net assets
$1,705,285
Revenue
-
Expenses
$121,727
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $1M-$5M nonprofits