Civic Intelligence

Alice Lee Lund Charitable Trust

990PF • Fiscal year 2013 • EIN 91-6530681

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 30, 2014

Organization Profile
P O Box 164559403

(406) 761-3000

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

55th percentile

$20,646

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

94th percentile

59%

Faster asset growth than 94% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,633,022

Up $1,353,168 (+59%) from 2012

Net Assets

Up

$3,633,022

Up $1,353,168 (+59%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin96th percentile

Revenue

$1,289,015

No earlier filing loaded for comparison.

Expenses

Up

$167,695

Up $39,490 (+31%) from 2012

Net Income

$1,121,320

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2013

Assets$3,633,022
Liabilities$0
Net Assets$3,633,022
Open 2013 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

2013

Revenue$1,289,015
Expenses$167,695
Net Income$1,121,320
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 30, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON A NELSONCHURCH HARRIS JOHNSONTrustee-$20,646-$20,646
WESLEY K MOHOLTTrustee-$10,000-$10,000
Filing and Contact Details

Filer

EIN
91-6530681
Phone
4067613000

Signing Officer

Name
Ron a Nelson
Title
Trustee
Phone
4067613000
Signed
2014-04-30
Discuss with paid preparer
Yes

Preparer

Preparer
Pamela Guschausky
Phone
4067270888
Raw XML AppendixShowing 400 of 412 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/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0231848
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13MERCY MEDICAL CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14PARTNERS IN HOME CARE INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine131301 15TH AVENUE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine142687 PALMER STREET SUITE B
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1611 E MAIN STREET
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0122955
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0793802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014329
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05979
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014329
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0656518
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0857
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt012967968
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01524710
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-4889
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-160131
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt3-228706
OtherIncomeSchedule2/OtherIncomeDetail/Desc0GROSS ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER EXPENSES AGAINST ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2PRODUCTION TAXES AGAINST ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc3DEPLETION 15%
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01524710
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-4889
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-160131
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-228706
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01524710
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-4889
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-160131
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-228706
OtherIncreasesSchedule/OtherIncreasesDetail/Amount03142
OtherIncreasesSchedule/OtherIncreasesDetail/Amount1228706
OtherIncreasesSchedule/OtherIncreasesDetail/Description0NONDIVIDEND DISTRIBUTION - INVESTORS REAL ESTATE TRUST
OtherIncreasesSchedule/OtherIncreasesDetail/Description1DEPLETION
TaxesSchedule/TaxesDetail/Amt0702
TaxesSchedule/TaxesDetail/Amt19833
TaxesSchedule/TaxesDetail/Amt211840
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12012 BALANCE EXCISE TAX DUE
TaxesSchedule/TaxesDetail/CategoryTxt22013 EXCISE TAX ESTIMATES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0702
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RON A NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04067613000
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10ALICE LEE LUND CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALIC
ReturnHeader/Filer/EIN0916530681
ReturnHeader/Filer/PhoneNum04067613000
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1645
ReturnHeader/Filer/USAddress/City0GREAT FALLS
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059403
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ANDERSON ZURMUEHLEN & CO PC

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,633,022
Liabilities
$0
Net assets
$3,633,022
Revenue
$1,289,015
Expenses
$167,695
Net income
$1,121,320
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. 2013 filings • $1M-$5M nonprofits