Tak-Ko Lu Foundation

990PF • Fiscal year 2017 • EIN 01-0548679

Dec 01, 2016 to Nov 30, 2017 • Filed on Apr 17, 2018

Organization Profile

1 Dana Point CTRedwood City, CA 94065

(650) 508-8778

Siviq Scores

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

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

-379%

Higher net margin than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

-0.6%

Faster asset growth than 44% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

52%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$78,670

Down $443 (-0.6%) from 2016

Net Assets

Down

$78,670

Down $443 (-0.6%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin3rd percentile

Revenue

$117

Up $40 (+52%) from 2016

Expenses

Down

$560

Down $60 (-9.7%) from 2016

Net Income

-$443

Up $100 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

Highlighted filing

2017

Assets$78,670

Liabilities$0

Net Assets$78,670

Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

Highlighted filing

2017

Revenue$117

Expenses$560

Net Income-$443

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2016 to Nov 30, 2017
Signed: Apr 17, 2018
Return Version: 2016v3.0

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TAK-KO LU	CEO	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Tak-ko Lu Foundation
EIN: 01-0548679
Phone: 6505088778
Address: 1 DANA POINT CT, REDWOOD CITY, CA 94065

Signing Officer

Name: Tak-ko Lu
Title: CEO
Phone: 6505088778
Signed: 2018-04-17
Discuss with paid preparer: Yes

Preparer

Firm: Intertax Inc
Address: 5 THIRD STREET SUITE 616, SAN FRANCISCO, CA 94103
Preparer: May Hocpa
Phone: 4155432828

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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/BuildTS	0	2018-03-14 21:41:22Z
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	PD
ReturnHeader/FilingSecurityInformation/IPTm	0	19:24:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	201442968
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	INTERTAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5 THIRD STREET SUITE 616
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94103
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4155432828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MAY HOCPA
ReturnHeader/ReturnTs	0	2018-04-17T21:24:56-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2016-12-01
ReturnHeader/TaxPeriodEndDt	0	2017-11-30
ReturnHeader/TaxYr	0	2016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $78,670
Liabilities: $0
Net assets: $78,670
Revenue: $117
Expenses: $560
Net income: -$443

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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