TPhilanthropy, Voluntarism & GrantmakingEIN: 916530681· Ruling Year: 2001

Alice Lee Lund Charitable Tr

Great Falls, Montana

BHealth Score
63B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org8.95×
Peer Median18.82×
💰
$1.5M
Total Revenue
📊
$1.4M
Total Expenses
🏦
$12.2M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-36.0%
Year-over-year change (2022 → 2023)
Net Margin
+11.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
8.95
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$1,533,07536%$1,362,59840%$12,194,6703%
2022$2,394,64010%$2,277,86414%$11,796,6574%
2021$2,649,423135%$2,005,09039%$11,362,7086%
2020$1,126,73744%$1,444,0806%$10,685,8981%
2019$2,004,74444%$1,362,97641%$10,615,95277%
2015$1,392,33936%$965,76330%$5,992,30212%
2014$2,163,37768%$742,985343%$5,359,23248%
2013$1,289,015117%$167,69531%$3,633,02259%
2012$594,995192%$128,2055%$2,279,85434%
2011$203,598$121,727$1,705,285

Frequently Asked Questions

What does Alice Lee Lund Charitable Tr do?

Alice Lee Lund Charitable Tr is a philanthropy, voluntarism & grantmaking nonprofit organization based in Montana. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Alice Lee Lund Charitable Tr financially healthy?

Based on our 9-metric Financial Health Score model, Alice Lee Lund Charitable Tr has a score of 63/100 (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 Alice Lee Lund Charitable Tr generate?

Revenue data for Alice Lee Lund Charitable Tr is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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