Is William O Lund Jr And Natalie C Lund Charitable Foundation Legit?

Quick charity verification for William O Lund Jr And Natalie C Lund Charitable Foundation (EIN: 202539936)

Verdict: William O Lund Jr And Natalie C Lund Charitable Foundation appears trustworthy

90/100Mission Score
$1.4MRevenue
$6.8MAssets
0Red Flags
5Strengths

No red flags identified.

Strengths

Spending Breakdown

How William O Lund Jr And Natalie C Lund Charitable Foundation allocates its funds across programs, administration, and fundraising.

95%
Program Spending
Healthy — majority goes to mission
5%
Admin Costs
Reasonable — admin costs in check
0%
Fundraising
Within typical range
How to read this: Well-run charities typically spend 75% or more on programs, keep admin under 25%, and fundraising under 15%. A high program ratio means more of every dollar goes directly to the mission.

How to Interpret This Report

What Red Flags Mean

Red flags are potential warning signs identified by AI analysis of IRS 990 filings. They may indicate issues like declining revenue, high executive pay relative to program spending, lack of transparency, or governance concerns. A single red flag does not necessarily mean an organization is untrustworthy, but multiple flags warrant further investigation before donating.

What Mission Score Measures

The Mission Score (0-100) evaluates how effectively a nonprofit fulfills its stated purpose. It combines multiple factors: program spending efficiency (how much goes to programs vs. overhead), financial health and sustainability, governance quality, transparency in reporting, and consistency of operations over time. A score of 70+ indicates strong alignment with the organization’s mission.

Using This Data for Donation Decisions

Use this report as one input in your decision. Look at the overall Mission Score for a quick assessment, review red flags and strengths for specific concerns, check the spending breakdown to see where money goes, and compare executive compensation to the organization’s size. Consider viewing the full transparency report for deeper analysis, and always verify tax-exempt status with the IRS before making large donations.

Frequently Asked Questions about William O Lund Jr And Natalie C Lund Charitable Foundation

Is William O Lund Jr And Natalie C Lund Charitable Foundation a legitimate charity?

Based on AI analysis of IRS 990 filings, William O Lund Jr And Natalie C Lund Charitable Foundation (EIN: 202539936) appears trustworthy. Mission Score: 90/100. 0 red flags identified, 5 strengths noted.

Is William O Lund Jr And Natalie C Lund Charitable Foundation a good charity to donate to?

William O Lund Jr And Natalie C Lund Charitable Foundation has a Mission Score of 90/100. Revenue: $1.4M. Assets: $6.8M. Review the full transparency report for detailed spending breakdown and executive compensation analysis.

What is the EIN for William O Lund Jr And Natalie C Lund Charitable Foundation?

The Employer Identification Number (EIN) for William O Lund Jr And Natalie C Lund Charitable Foundation is 202539936. This is the unique tax ID assigned by the IRS.

What is a Mission Score?

The Mission Score is a 0-100 rating that measures how effectively a nonprofit fulfills its stated mission. It factors in program spending efficiency, financial transparency, governance practices, and outcome reporting. Scores above 70 indicate strong mission alignment, 40-69 suggest mixed performance, and below 40 signals potential concerns.

How does William O Lund Jr And Natalie C Lund Charitable Foundation spend its money?

William O Lund Jr And Natalie C Lund Charitable Foundation allocates 95% to programs, 5% to administration, and 0% to fundraising. Healthy nonprofits typically spend 75%+ on programs.

How can I verify William O Lund Jr And Natalie C Lund Charitable Foundation's tax-exempt status?

You can verify William O Lund Jr And Natalie C Lund Charitable Foundation's tax-exempt status using EIN 202539936 on the IRS Tax Exempt Organization Search (TEOS) at apps.irs.gov/app/eos. You can also request copies of their Form 990 directly from the organization, as they are required by law to provide them upon request.

AI Transparency Report

The William O Lund Jr And Natalie C Lund Charitable Foundation demonstrates consistent financial health as a private foundation, maintaining substantial assets over time, currently at $6,781,962. Its revenue streams fluctuate, with the latest reported revenue at $1,392,493, but it consistently manages its expenses. As a private foundation, its primary function is grantmaking, and the absence of officer compensation across all reported periods indicates a highly efficient operational model with minimal administrative overhead related to salaries. The foundation's liabilities have consistently been negligible, often reported as $1, which further underscores its strong financial position and low financial risk. The foundation's spending efficiency is excellent, particularly given the zero officer compensation, suggesting that nearly all operational expenses are directly related to its charitable purpose or necessary administrative functions for a grantmaking entity. While specific program spending percentages aren't detailed in the provided data, the overall expense figures relative to assets and revenue indicate a well-managed endowment. The consistent filing of IRS Form 990s over ten periods demonstrates a commitment to transparency, providing public access to its financial activities and governance. Overall, the foundation appears to be a well-managed and financially stable entity. Its operational model, characterized by no executive compensation and minimal liabilities, points to a high degree of financial prudence and a strong focus on its charitable mission, likely through grant distributions. The consistent asset base, despite varying annual revenues and expenses, suggests a long-term strategic approach to philanthropy.

View Full Transparency Report →

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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