Civic Intelligence

Alice Lee Lund Charitable Trust

990PF • Fiscal year 2012 • EIN 91-6530681

Jan 01, 2012 to Dec 31, 2012 • Filed on May 08, 2013

Organization Profile
13918 NW 9th Ave98685
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

71st percentile

$2,750

Higher top officer pay than 71% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

91st percentile

34%

Faster asset growth than 91% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$2,279,854

Up $574,569 (+34%) from 2011

Net Assets

Up

$2,279,854

Up $574,569 (+34%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$128,205

Up $6,478 (+5.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2012

Assets$2,279,854
Liabilities$0
Net Assets$2,279,854
Open 2012 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

2012

Revenue-
Expenses$128,205
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 8, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMERCY MEDICAL CENTER FOUNDATIONHOSPITALN/AWILLISTON, ND, US$26,700
Paid GrantCHILDREN'S ONCOLOGY CAMP FOUNDATIONCHARITABLEN/AMISSOULA, MT, US$25,000
Paid GrantKAPPA ALPHA THETA FOUNDATIONPROGRAMSN/AINDIANAPOLIS, IN, US$25,000
Paid GrantHUMANE SOCIETY OF WESTERN MONTANACHARITABLEN/AMISSOULA, MT, US$17,264
Paid GrantTIPP CITY PUBLIC LIBRARYLIBRARYN/ATIPP CITY, OH, US$9,800
Paid GrantPARTNERS IN HOME CARE INCHOSPICEN/AMISSOULA, MT, US$9,500
Paid GrantTIPP CITY AREA UNITED WAYCHARITABLEN/ATIPP CITY, OH, US$2,500
Filing and Contact Details

Filer

EIN
91-6530681
Raw XML Appendix390 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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InvestmentsOtherSchedule2/InvestmentsOther/BookValue281316
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0LPL MONEY MARKET
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1LPL MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2IRET
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WESLEY KEITH MOHOLT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1013918 NW 9TH AVE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3HOSPICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5LIBRARY
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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 FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13PARTNERS IN HOME CARE INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14TIPP CITY AREA UNITED WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15TIPP CITY PUBLIC LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16KAPPA ALPHA THETA FOUNDATION
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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/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10P O 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/AddressLine1412 SOUTH THIRD STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1511 E MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine168740 FOUNDERS ROAD
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/City6INDIANAPOLIS
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/State6IN
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/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode646268
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0115764
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/AppliedToCurrentYear0110495
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0110495
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear105979
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear014329
IRS990PF/UndistributedIncome/ExcessFromCurrentYear08350
IRS990PF/UndistributedIncome/ExcessFromYear105979
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0118845
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus08350
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus014329
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover05979
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LegalFeesSchedule/LegalFees/Amount05245
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps01748
LegalFeesSchedule/LegalFees/NetInvestmentIncome01748
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0697195
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome1-1532
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome2-74973
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome3-104579
OtherIncomeSchedule2/OtherIncome/Description0GROSS ROYALTY INCOME
OtherIncomeSchedule2/OtherIncome/Description1OTHER EXPENSES AGAINST ROYALTY INCOME
OtherIncomeSchedule2/OtherIncome/Description2PRODUCTION TAXES AGAINST ROYALTY INCOME
OtherIncomeSchedule2/OtherIncome/Description3DEPLETION 15%
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0697195
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1-1532
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome2-74973
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome3-104579
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0697195
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1-1532
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2-74973
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks3-104579
OtherIncreasesSchedule/OtherIncreases/Amount03200
OtherIncreasesSchedule/OtherIncreases/Amount1104579
OtherIncreasesSchedule/OtherIncreases/Description0NONDIVIDEND DISTRIBUTION - INVESTORS REAL ESTATE TRUST
OtherIncreasesSchedule/OtherIncreases/Description1DEPLETION
TaxesSchedule/Taxes/Amount0438
TaxesSchedule/Taxes/Amount1758
TaxesSchedule/Taxes/Amount22000
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category12011 TAX
TaxesSchedule/Taxes/Category22012 TAX ESTIMATE
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome0438
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0916530681
ReturnHeader/Filer/Name/BusinessNameLine10ALICE LEE LUND CHARITABLE TRUST
ReturnHeader/Filer/NameControl0ALIC
ReturnHeader/Filer/Phone03605734774
ReturnHeader/Filer/USAddress/AddressLine1013918 NW 9TH AVE
ReturnHeader/Filer/USAddress/City0VANCOUVER
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098685
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-08
ReturnHeader/Officer/Name0WESLEY KEITH MOHOLT
ReturnHeader/Officer/Phone03605734774
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0810385940
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ANDERSON ZURMUEHLEN & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1021 10TH STREET SOUTH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GREAT FALLS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode059401
ReturnHeader/Preparer/Name0PAMELA GUSCHAUSKY
ReturnHeader/Preparer/Phone04067270888
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T16:05:57-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,279,854
Liabilities
$0
Net assets
$2,279,854
Revenue
-
Expenses
$128,205
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