Civic Intelligence

Tak-Ko Lu Foundation

990PF • Fiscal year 2015 • EIN 01-0548679

Dec 01, 2014 to Nov 30, 2015 • Filed on Apr 12, 2016

Organization Profile
383 Hobart AveSan Mateo, CA 94402

(650) 508-8778

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

45th percentile

-0.9%

Faster asset growth than 45% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$79,656

Down $704 (-0.9%) from 2014

Net Assets

Down

$79,656

Down $704 (-0.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2014

Expenses

Down

$704

Down $6 (-0.8%) from 2014

Net Income

Up

-$704

Up $6 (+0.8%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2011: $83,054Liabilities 2011: $02011Assets 2012: $81,900Liabilities 2012: $0Net Assets 2012: $81,9002012Assets 2013: $81,070Liabilities 2013: $0Net Assets 2013: $81,0702013Assets 2014: $80,360Liabilities 2014: $0Net Assets 2014: $80,3602014Assets 2015: $79,656Liabilities 2015: $0Net Assets 2015: $79,6562015Assets 2016: $79,113Liabilities 2016: $0Net Assets 2016: $79,1132016Assets 2017: $78,670Liabilities 2017: $0Net Assets 2017: $78,6702017Assets 2018: $78,284Liabilities 2018: $0Net Assets 2018: $78,2842018Assets 2019: $77,857Liabilities 2019: $0Net Assets 2019: $77,8572019Assets 2020: $77,321Liabilities 2020: $0Net Assets 2020: $77,3212020Assets 2021: $76,673Liabilities 2021: $0Net Assets 2021: $76,6732021Assets 2022: $75,941Liabilities 2022: $0Net Assets 2022: $75,9412022Assets 2023: $74,695Liabilities 2023: $0Net Assets 2023: $74,6952023Assets 2024: $73,682Liabilities 2024: $0Net Assets 2024: $73,6822024

Highlighted filing

2015

Assets$79,656
Liabilities$0
Net Assets$79,656
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2011: $0Expenses 2011: $2,510Net Income 2011: -$2,5102011Expenses 2012: $1,1542012Revenue 2013: $1Expenses 2013: $830Net Income 2013: -$8292013Revenue 2014: $0Expenses 2014: $710Net Income 2014: -$7102014Revenue 2015: $0Expenses 2015: $704Net Income 2015: -$7042015Revenue 2016: $77Expenses 2016: $620Net Income 2016: -$5432016Revenue 2017: $117Expenses 2017: $560Net Income 2017: -$4432017Revenue 2018: $174Expenses 2018: $560Net Income 2018: -$3862018Revenue 2019: $233Expenses 2019: $660Net Income 2019: -$4272019Revenue 2020: $159Expenses 2020: $695Net Income 2020: -$5362020Revenue 2021: $76Expenses 2021: $724Net Income 2021: -$6482021Revenue 2022: $38Expenses 2022: $770Net Income 2022: -$7322022Revenue 2023: $38Expenses 2023: $1,284Net Income 2023: -$1,2462023Revenue 2024: $37Expenses 2024: $1,050Net Income 2024: -$1,0132024

Highlighted filing

2015

Revenue$0
Expenses$704
Net Income-$704
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Apr 12, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAK-KO LUCEO-$0--
Filing and Contact Details

Filer

Filer Name
Tak-ko Lu Foundation
EIN
01-0548679
Phone
6505088778
Address
383 HOBART AVE, SAN MATEO, CA 94402

Signing Officer

Name
Tak-ko Lu
Title
CEO
Phone
6505088778
Signed
2016-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Intertax Inc
Address
5 THIRD STREET SUITE 616, SAN FRANCISCO, CA 94103
Preparer
May Hocpa
Phone
4155432828
Raw XML Appendix249 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 THIRD STREET SUITE 616
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
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ReturnHeader/PreparerPersonGrp/PhoneNum04155432828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAY HOCPA
ReturnHeader/ReturnTs02016-04-12T20:13:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,656
Liabilities
$0
Net assets
$79,656
Revenue
$0
Expenses
$704
Net income
-$704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$73.7$0.00$73.7$0.04$1.05$1.01
2023Detailed filing. Detailed filing data is available for this year.$74.7$0.00$74.7$0.04$1.28$1.25
2022Detailed filing. Detailed filing data is available for this year.$75.9$0.00$75.9$0.04$0.77$0.73
2021Detailed filing. Detailed filing data is available for this year.$76.7$0.00$76.7$0.08$0.72$0.65
2020Detailed filing. Detailed filing data is available for this year.$77.3$0.00$77.3$0.16$0.70$0.54
2019Detailed filing. Detailed filing data is available for this year.$77.9$0.00$77.9$0.23$0.66$0.43
2018Detailed filing. Detailed filing data is available for this year.$78.3$0.00$78.3$0.17$0.56$0.39
2017Detailed filing. Detailed filing data is available for this year.$78.7$0.00$78.7$0.12$0.56$0.44
2016Detailed filing. Detailed filing data is available for this year.$79.1$0.00$79.1$0.08$0.62$0.54
2015Detailed filing. Detailed filing data is available for this year.$79.7$0.00$79.7$0.00$0.70$0.70
2014Detailed filing. Detailed filing data is available for this year.$80.4$0.00$80.4$0.00$0.71$0.71
2013Detailed filing. Detailed filing data is available for this year.$81.1$0.00$81.1$0.00$0.83$0.83
2012Detailed filing. Detailed filing data is available for this year.$81.9$0.00$81.9$1.15
2011Summary only. Only limited summary data is available for this year.$83.1$0.00$0.00$2.51$2.51