Civic Intelligence

Bruce & Anne Bundy Foundation Tr 113093 22114739

990PF • Fiscal year 2022 • EIN 94-6659802

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 04, 2023

PO Box 52007Phoenix, AZ 85072

(213) 236-7327

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.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

26th percentile

-8.2%

Higher net margin than 26% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

66th percentile

$141,090

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 24.2% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

48th percentile

-0.7%

Faster asset growth than 48% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-7.7%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$7,202,644

Down $49,674 (-0.7%) from 2021

Net Assets

Down

$7,202,644

Down $49,674 (-0.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$582,118

Down $48,254 (-7.7%) from 2021

Expenses

Up

$629,708

Up $56,980 (+9.9%) from 2021

Net Income

Down

-$47,590

Down $105,234 (-183%) from 2021

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

2022

Assets$7,202,644
Liabilities$0
Net Assets$7,202,644

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

2022

Revenue$582,118
Expenses$629,708
Net Income-$47,590
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 4, 2023
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MUFG UNION BANK N ACo-TrusteePT$141,090-$141,090
WINNIFRED MARALD NOSWORTHYCo-TrusteePT$24,902-$24,902
Filing and Contact Details

Filer

Filer Name
Bundy Foundation
EIN
94-6659802
Phone
2132367327
Address
PO BOX 52007, PHOENIX, AZ 85072

Signing Officer

Name
Trustee
Title
Director
Phone
2132367327
Signed
2023-01-04
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/CategoryOrItemTxt1DODGE & COX INTL STOCK FD(CLSD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES S&P MID-CAP 400 GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES S&P-MD CAP 400 VAL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MFS INTL GROWTH R6 #4805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5PAYDEN LOW DURATION FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PIMCO TOTAL RETURN INSTL #35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VNGRD ST TERM INVMT GRADE ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES CORE US AGGREGATE BD E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD SMALL CAP GR VIPERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD SMALL CAP VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11AQR STYLE PREMIA ALT CL R6 #15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BLACKROCK STRAT INC OPPS CL K
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ISHARES TIPS BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PRUDENTIAL TOTAL RTRN BD CL Q
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15DOUBLELINE CORE FIXED INC CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16HARTFORD SCHRODERS EMRG MKT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17NATIXIS ASG MGD FUT CL N #6100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19BLACKROCK EV DRIVEN EQTY FD #0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20PIMCO HIGH YIELD INSTL #108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21PIMCO INCOME FUND INSTL #1821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22ISHARES GOLD TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0155021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1189634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt249954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt373395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4187492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5193501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6238591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7700692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt827997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt980569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10128336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1141804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12145115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13102519
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14366688
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15376568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16204240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17207924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18139515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19102986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2066796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21183788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2240575
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/DividendsAndInterestFromSecDtl/ExclusionAmt0229151
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0352213
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0754
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0582118
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0582118
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0352213
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt041498
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0124494
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0165992
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0451701
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0451701
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0228497
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0229151
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-47590
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01067356
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0352213
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0454349
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0124
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0124
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0754
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0754
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02497
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0494199
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0127115
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0629708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0581464
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0582118
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt042498
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0127115
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0178007
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82003-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92003-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162014-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt181994-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202014-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222006-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt241994-08-12

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