Civic Intelligence

Tak-Ko Lu Foundation

990PF • Fiscal year 2023 • EIN 01-0548679

Dec 01, 2022 to Nov 30, 2023 • Filed on Apr 08, 2024

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.

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

1st percentile

-3279%

Higher net margin than 1% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-1.6%

Faster asset growth than 45% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

45th percentile

0.0%

Faster revenue growth than 45% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$74,695

Down $1,246 (-1.6%) from 2022

Net Assets

Down

$74,695

Down $1,246 (-1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin1st percentile

Revenue

Flat

$38

Flat from 2022

Expenses

Up

$1,284

Up $514 (+67%) from 2022

Net Income

Down

-$1,246

Down $514 (-70%) from 2022

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

2023

Assets$74,695
Liabilities$0
Net Assets$74,695
Open 2023 Filing

Operations Trend

Revenue Growth45th percentile

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

2023

Revenue$38
Expenses$1,284
Net Income-$1,246
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Apr 8, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th 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
1 DANA POINT CT, REDWOOD CITY, CA 94065

Signing Officer

Name
Tak-ko Lu
Title
CEO
Phone
6505088778
Signed
2024-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Intertax Inc
Address
2574 16TH AVE, SAN FRANCISCO, CA 94116
Preparer
May Ho CPA
Phone
4155643755
Raw XML Appendix250 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/ReturnTs02024-04-08T22:38:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAK-KO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LU
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,695
Liabilities
$0
Net assets
$74,695
Revenue
$38
Expenses
$1,284
Net income
-$1,246
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