Civic Intelligence

Lundy Gives Foundation

EIN 93-3345543 • 501(c)3 • Raleigh, NC

Profile

Engage with members of local community in order to serve, support and build impactful relationships.

2300 Rexwoods Dr Ste 120Raleigh, NC 27607

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

62nd percentile

9.1%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$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.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Assets

$1,000

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,000

No earlier filing loaded for comparison.

Revenue

$11,000

No earlier filing loaded for comparison.

Expenses

$10,000

No earlier filing loaded for comparison.

Net Income

$1,000

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$1.0K$500$0Assets 2024: $1,000Liabilities 2024: $0Net Assets 2024: $1,0002024

Highlighted filing

2024

Assets$1,000
Liabilities$0
Net Assets$1,000

Operations Trend

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

$15K$10K$5.0K$0Revenue 2024: $11,000Expenses 2024: $10,000Net Income 2024: $1,0002024

Highlighted filing

2024

Revenue$11,000
Expenses$10,000
Net Income$1,000

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$11,000
Mission and Program Overview

Mission

Engage with members of local community in order to serve, support and build impactful relationships.

The organization's mission is to thoughtfully engage with members of local community in order to serve, support and build impactful relationships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$0$1,000▲ $1,000
Rtn Earn Endowment Incm Other Fnds$0$1,000▲ $1,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$1,000▲ $1,000
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$1,000▲ $1,000
Total Liabilities and Net Assets / Fund Balance$0$1,000▲ $1,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
James P Baker IiiPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$11,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$11,000
Change in Net Assets
$1,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,000
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,000--$10,000
Total Functional Expenses$10,000$0$0$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The draft 990 is made available to all members of the governing board upon request.

Form 990, Part VI, Section C, Line 18

The organization has made the information available upon request.

Form 990, Part VI, Section C, Line 19

The organization has made the information available upon request.

Filing and Contact Details

Filer

Filer Name
Lundy Gives Foundation
EIN
93-3345543
Phone
9198217890
Address
2300 REXWOODS DR STE 120, RALEIGH, NC 27607

Signing Officer

Name
Jamie Baker
Title
President
Phone
9198217890
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jamie Baker
Formed
2023
Legal Domicile
Nc
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
44

Preparer

Firm
Eag Triangle LLC
Address
1500 SUNDAY DRIVE SUITE 300, RALEIGH, NC 27607
Preparer
J Timmons Robinson
Phone
9192325900
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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