Civic Intelligence

Bruce & Anne Bundy Foundation Tr 113093 22114739

990PF • Fiscal year 2021 • EIN 94-6659802

Sep 01, 2020 to Aug 31, 2021 • Filed on Dec 07, 2021

PO Box 52007Phoenix, AZ 85072

(949) 553-7177

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

42nd percentile

9.1%

Higher net margin than 42% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

95th percentile

$104,935

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

27th percentile

0.8%

Faster asset growth than 27% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

61%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$7,252,318

Up $55,810 (+0.8%) from 2020

Net Assets

Up

$7,252,318

Up $55,810 (+0.8%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$630,372

Up $239,367 (+61%) from 2020

Expenses

Up

$572,728

Up $31,002 (+5.7%) from 2020

Net Income

Up

$57,644

Up $208,365 (+138%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $8,634,648Liabilities 2011: $02011Assets 2012: $8,292,709Liabilities 2012: $02012Assets 2013: $8,183,019Liabilities 2013: $02013Assets 2014: $8,147,369Liabilities 2014: $02014Assets 2015: $8,098,073Liabilities 2015: $02015Assets 2020: $7,196,508Liabilities 2020: $0Net Assets 2020: $7,196,5082020Assets 2021: $7,252,318Liabilities 2021: $0Net Assets 2021: $7,252,3182021Assets 2022: $7,202,644Liabilities 2022: $0Net Assets 2022: $7,202,6442022Assets 2023: $7,474,215Liabilities 2023: $0Net Assets 2023: $7,474,2152023Assets 2024: $7,582,577Liabilities 2024: $0Net Assets 2024: $7,582,5772024Assets 2025: $7,401,759Liabilities 2025: $0Net Assets 2025: $7,401,7592025

Highlighted filing

2021

Assets$7,252,318
Liabilities$0
Net Assets$7,252,318

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $302,261Expenses 2011: $480,837Net Income 2011: -$178,5762011Revenue 2012: $167,582Expenses 2012: $507,762Net Income 2012: -$340,1802012Revenue 2013: $383,399Expenses 2013: $492,065Net Income 2013: -$108,6662013Revenue 2014: $486,374Expenses 2014: $516,000Net Income 2014: -$29,6262014Revenue 2015: $472,034Expenses 2015: $517,509Net Income 2015: -$45,4752015Revenue 2020: $391,005Expenses 2020: $541,726Net Income 2020: -$150,7212020Revenue 2021: $630,372Expenses 2021: $572,728Net Income 2021: $57,6442021Revenue 2022: $582,118Expenses 2022: $629,708Net Income 2022: -$47,5902022Revenue 2023: $888,497Expenses 2023: $611,802Net Income 2023: $276,6952023Revenue 2024: $693,344Expenses 2024: $584,568Net Income 2024: $108,7762024Revenue 2025: $447,850Expenses 2025: $644,052Net Income 2025: -$196,2022025

Highlighted filing

2021

Revenue$630,372
Expenses$572,728
Net Income$57,644
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Dec 7, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ACo-TrusteePT$104,935-$104,935
WINNIFRED MARALD NOSWORTHYCo-TrusteePT$51,376-$51,376
Filing and Contact Details

Filer

Filer Name
Bundy Foundation
EIN
94-6659802
Phone
9495537177
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Trustee
Title
Director
Phone
9495537177
Signed
2021-12-07
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
60 E RIO SALADO PKWAY STE 800, TEMPE, AZ 85281-9125
Preparer
Bradley N Sprong
Phone
8008102207
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AQR MGD FUTURES STRATEGY R6 #1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ARBITRAGE FD CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DODGE & COX INTL STOCK FD(CLSD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EATON VANCE FLTG RT & HI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EATON VANCE GLBL MACR ABSOL RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES S&P MID-CAP 400 GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES S&P-MD CAP 400 VAL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MFS INTL GROWTH R6 #4805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8PAYDEN LOW DURATION FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9PIMCO TOTAL RETURN INSTL #35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VNGRD ST TERM INVMT GRADE ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES CORE US AGGREGATE BD E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD SMALL CAP GR VIPERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD SMALL CAP VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14AQR EQTY MKT NEUTRAL FD R6 #15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15AQR STYLE PREMIA ALT CL R6 #15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16BLACKROCK STRAT INC OPPS CL K
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ISHARES TIPS BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18PRUDENTIAL TOTAL RTRN BD CL Q
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19DOUBLELINE CORE FIXED INC CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20HARTFORD SCHRODERS EMRG MKT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21NATIXIS ASG MGD FUT CL N #6100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VANGUARD REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23VANGUARD ULT-S/T ADMIRAL FD #5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24BLACKROCK EV DRIVEN EQTY FD #0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25PIMCO HIGH YIELD INSTL #108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26PIMCO INCOME FUND INSTL #1821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ISHARES GOLD TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0122123
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1316370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2105545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3139743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4274110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5203514
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6235191
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7436874
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt832265
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9109354
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10139837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1138316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12158557
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13116631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14437717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15437242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16283712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17168015
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18122153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1993707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2078301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21206911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2226001
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0201922
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0426865
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01585
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0630372
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0630372
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0426865
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt039078
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0117233
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0156311
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0402622
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0402622
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0200992
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0201922
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt057644
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01974754
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0426865
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0508072
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01585
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02542
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0442785
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0119785
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0572728
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0627857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0630372
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt040163
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0119785
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0170106
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31994-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82008-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102008-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142003-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152003-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt161994-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt171994-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182011-12-29

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