James W Lundberg Philanthropic Trust
Only null% goes to programs Strong reserves Growing revenue
James W Lundberg Philanthropic Trust is a 501(c)(3) organization based in Bloomington, Illinois, registered in 1998, with $239,728 in FY2024 revenue. CharityIndex grades it C+.
1 Silverberry Ct, Bloomington, IL, 61704 EIN 52-6798969 Since 1998
Revenue (FY2024)
$240K
▲ 58.2% vs prior year
Religion median: $139K
Expenses (FY2024)
$135K
Net assets
$2.8M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for James W Lundberg Philanthropic Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating253 mo reserves · +44% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For James W Lundberg Philanthropic Trust: 253 mo reserves · +44% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for James W Lundberg Philanthropic Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For James W Lundberg Philanthropic Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1 Silverberry Ct, Bloomington, IL, 61704
- City
- Bloomington
- State
- Illinois
- Category
- Religion-Related
- Subcategory
- Christian Churches & Ministries
Financial trends
Revenue declined from $959K (FY2018) to $240K (FY2024) across 7 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.8M
Operating margin
43.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.8M
Total liabilities
$0
Net assets
$2.8M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $239,728▲58.2% | $134,886▼1.7% | $2,845,899▲13.4% | $2,845,899▲13.4% | 990PF |
| 2023 | $151,500▼3.5% | $137,286▼2.5% | $2,510,126▲2.5% | $2,510,126▲2.5% | 990PF |
| 2022 | $156,953▼2.0% | $140,806▼13.6% | $2,448,330▲2.2% | $2,448,330▲2.2% | 990PF |
| 2021 | $160,083▲10.4% | $162,991▼3.4% | $2,396,517▲12.5% | $2,396,517▲12.5% | 990PF |
| 2020 | $144,941▲34.6% | $168,682▲6.9% | $2,130,083▼2.1% | $2,130,083▼2.1% | 990PF |
| 2019 | $107,711▼88.8% | $157,782▲117% | $2,174,754▲29.1% | $2,174,754▲29.1% | 990PF |
| 2018 | $959,421 | $72,550▲38.7% | $1,684,315▲132% | $1,684,315▲129% | 990PF |
| 2012 | — | $52,307▲12.2% | $725,644▼3.9% | $735,644▼4.2% | 990PF |
| 2011 | — | $46,616 | $755,344 | $767,544 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is James W Lundberg Philanthropic Trust a legitimate nonprofit?
- Yes. James W Lundberg Philanthropic Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 52-6798969, based in Bloomington, Illinois. Donations are tax-deductible.
- What is James W Lundberg Philanthropic Trust's EIN?
- James W Lundberg Philanthropic Trust's Employer Identification Number (EIN) is 52-6798969.
- How much revenue does James W Lundberg Philanthropic Trust report?
- James W Lundberg Philanthropic Trust reported $239,728 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does James W Lundberg Philanthropic Trust have?
- CharityIndex grades James W Lundberg Philanthropic Trust C+, based on financial health (reserves and operating margin).
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Data for James W Lundberg Philanthropic Trust (EIN 52-6798969) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.