ZUnclassifiedEIN: 237306460· Ruling Year: 1973

The Sharon D Lund Foundation

Orange, California

B-Health Score
54B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

💰
$7.3M
Total Revenue
📊
$7.6M
Total Expenses
🏦
$129.7M
Net Assets
📋
$417K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+81.1%
Year-over-year change (2022 → 2023)
Net Margin
-4.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
17.00
Net assets divided by total expenses
Liabilities-to-Assets
0.3%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$7,328,42981%$7,634,2725%$130,162,4266%
2022$4,046,53769%$8,035,6694%$122,245,66024%
2021$12,910,01976%$7,753,16513%$160,727,1917%
2020$7,332,7361%$6,870,40310%$150,783,23814%
2019$7,423,99020%$7,621,5426%$132,558,72310%
2015$6,162,1937%$7,181,1652%$120,640,0185%
2014$6,601,26846%$7,051,24111%$126,614,2821%
2013$4,520,49843%$6,346,2501%$125,165,10415%
2012$7,914,962132%$6,292,48213%$109,270,0998%
2011$3,405,426$5,548,448$100,971,287

Frequently Asked Questions

What does The Sharon D Lund Foundation do?

The Sharon D Lund Foundation is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Sharon D Lund Foundation financially healthy?

Based on our 9-metric Financial Health Score model, The Sharon D Lund Foundation has a score of 54/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does The Sharon D Lund Foundation generate?

Revenue data for The Sharon D Lund Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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