Civic Intelligence

Bundy Family Foundation

EIN 94-3215971 • Portola Valley, CA

3130 Alpine Road Ste 288-461Portola Valley, CA 94028
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

82nd percentile

41%

Higher net margin than 82% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

59th percentile

6.1%

Faster asset growth than 59% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

102%

Faster revenue growth than 87% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,173,409

Up $295,356 (+6.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,173,409

Up $295,356 (+6.1%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin82nd percentile

Revenue

Up

$726,730

Up $367,560 (+102%) from 2023

Expenses

Down

$431,374

Down $6,215 (-1.4%) from 2023

Net Income

Up

$295,356

Up $373,775 (+477%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,162,583Liabilities 2011: $02011Assets 2012: $3,460,596Liabilities 2012: $02012Assets 2013: $3,421,924Liabilities 2013: $0Net Assets 2013: $3,421,9242013Assets 2014: $3,413,377Liabilities 2014: $0Net Assets 2014: $3,413,3772014Assets 2015: $3,470,451Liabilities 2015: $0Net Assets 2015: $3,470,4512015Assets 2016: $3,547,402Liabilities 2016: $0Net Assets 2016: $3,547,4022016Assets 2017: $4,143,221Liabilities 2017: $0Net Assets 2017: $4,143,2212017Assets 2018: $4,214,470Liabilities 2018: $0Net Assets 2018: $4,214,4702018Assets 2019: $4,147,974Liabilities 2019: $0Net Assets 2019: $4,147,9742019Assets 2020: $4,454,683Liabilities 2020: $0Net Assets 2020: $4,454,6832020Assets 2021: $5,138,044Liabilities 2021: $0Net Assets 2021: $5,138,0442021Assets 2022: $4,956,472Liabilities 2022: $0Net Assets 2022: $4,956,4722022Assets 2023: $4,878,053Liabilities 2023: $0Net Assets 2023: $4,878,0532023Assets 2024: $5,173,409Liabilities 2024: $0Net Assets 2024: $5,173,4092024

Highlighted filing

2024

Assets$5,173,409
Liabilities$0
Net Assets$5,173,409
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $336,567Expenses 2011: $2,037Net Income 2011: $334,5302011Revenue 2012: $437,356Expenses 2012: $226,124Net Income 2012: $211,2322012Revenue 2013: $148,345Expenses 2013: $187,005Net Income 2013: -$38,6602013Revenue 2014: $153,732Expenses 2014: $162,255Net Income 2014: -$8,5232014Revenue 2015: $234,890Expenses 2015: $177,817Net Income 2015: $57,0732015Revenue 2016: $180,535Expenses 2016: $103,584Net Income 2016: $76,9512016Revenue 2017: $818,417Expenses 2017: $218,814Net Income 2017: $599,6032017Revenue 2018: $432,571Expenses 2018: $366,352Net Income 2018: $66,2192018Revenue 2019: $278,779Expenses 2019: $345,275Net Income 2019: -$66,4962019Revenue 2020: $676,068Expenses 2020: $369,359Net Income 2020: $306,7092020Revenue 2021: $1,059,984Expenses 2021: $376,623Net Income 2021: $683,3612021Revenue 2022: $163,395Expenses 2022: $344,967Net Income 2022: -$181,5722022Revenue 2023: $359,170Expenses 2023: $437,589Net Income 2023: -$78,4192023Revenue 2024: $726,730Expenses 2024: $431,374Net Income 2024: $295,3562024

Highlighted filing

2024

Revenue$726,730
Expenses$431,374
Net Income$295,356
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,173,409
Liabilities
$0
Net assets
$5,173,409
Revenue
$726,730
Expenses
$431,374
Net income
$295,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.73$0.43$0.30
2023Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.36$0.44$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.16$0.34$0.18
2021Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$1.06$0.38$0.68
2020Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.68$0.37$0.31
2019Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.28$0.35$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.43$0.37$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.82$0.22$0.60
2016Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.18$0.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.23$0.18$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.15$0.16$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.15$0.19$0.04
2012Summary only. Only limited summary data is available for this year.$3.46$0.00$0.44$0.23$0.21
2011Summary only. Only limited summary data is available for this year.$3.16$0.00$0.34$0.00$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Timothy D OrrDirector/President-$0--
Katherine B Orr TrainaDirector/Secretary-$0--
Christina E CarrollDirector/Asst Sec/Asst CFO-$0--
Kristin E OrrDirector/CFO-$0--
Filing and Contact Details

Filer

Filer Name
Bundy Family Foundation
EIN
94-3215971
Phone
4159866264
Address
3130 Alpine Road Ste 288-461, Portola Valley, CA 94028

Signing Officer

Name
Timothy D Orr
Title
President
Phone
4159866264
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Element 78 Partners LLC
Address
1 North LaSalle Street Suite 2015, Chicago, IL 60602
Preparer
James R Stern
Phone
3122639100
Raw XML AppendixShowing 400 of 686 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Timothy D Orr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Katherine B Orr Traina
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Christina E Carroll
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kristin E Orr
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director/CFO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13130 Alpine Road Ste 288-461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23130 Alpine Road Ste 288-461
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33130 Alpine Road Ste 288-461
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Timothy D Orr
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03130 Alpine Road Ste 288-461
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Family Violence Shelters, services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Education and Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Advance reproductive freedom
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Book Lending, Reading, Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Health, Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Coronavirus Response
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Education, Student Enrichment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Water and Sanitation Programs for Developing Countries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Provide access to food and address food insecurity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Education, Research, Anthropology, Sociology
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Provide food, clothing, life skills & fellowship to those in need
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Land Resources Conservation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Arts, Culture and Humanities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Health Care, Education, Medical Technology
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Women's health
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18Public Charity Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Connect seniors to essential services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21Conservation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22Improve healthcare experiences
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Provide supplies, food and support for animal shelters in Idaho
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Therapy for persons with disabilities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Humanitarian Aid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28High School Football
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29Film Exhibition, Media Education, Filmmaker Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0180 Turning Lives Around
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Bundy Museum of History and Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Center for Reproductive Rights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Community Library Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Compass Family Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Feeding America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Hamilton College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Horizons Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Human Needs Project Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Hunger Coalition
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10LSB Leakey Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Lunchbreak
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Monmouth Conservation Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Monmouth Historical Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14Monmouth Medical Center Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Planned Parenthhood

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