Civic Intelligence

Lui and Wan Foundation

EIN 13-4161117 • New York, NY

343 E 30th Street 11LNew York, NY 10016
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.00x

Higher debt load relative to assets than 87% of similar nonprofits.

NTEE T22 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.03x

Higher debt load relative to revenue than 87% of similar nonprofits.

NTEE T22 • $5M-$10M nonprofits • Source year 2025

Net Margin

41st percentile

8.2%

Higher net margin than 41% of similar nonprofits.

NTEE T22 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$2,000

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

NTEE T22 • $5M-$10M nonprofits • Source year 2025

Asset Growth

38th percentile

0.4%

Faster asset growth than 38% of similar nonprofits.

NTEE T22 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

78th percentile

161%

Faster revenue growth than 78% of similar nonprofits.

NTEE T22 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$8,311,190

Up $36,731 (+0.4%) from 2024

Liabilities

Down

$21,200

Down $21,100 (-50%) from 2024

Net Assets

Up

$8,289,990

Up $57,831 (+0.7%) from 2024

Operations
Liabilities / Revenue87th percentileNet Margin41st percentile

Revenue

Up

$701,662

Up $432,920 (+161%) from 2024

Expenses

Up

$643,831

Up $27,657 (+4.5%) from 2024

Net Income

Up

$57,831

Up $405,263 (+117%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2012: $10,500,739Liabilities 2012: $4,800Net Assets 2012: $10,491,4392012Assets 2013: $10,640,829Liabilities 2013: $5,000Net Assets 2013: $10,635,8292013Assets 2014: $10,705,345Liabilities 2014: $6,000Net Assets 2014: $10,699,3452014Assets 2015: $10,561,036Liabilities 2015: $11,000Net Assets 2015: $10,550,0362015Assets 2016: $10,702,951Liabilities 2016: $10,000Net Assets 2016: $10,692,9512016Assets 2017: $10,588,885Liabilities 2017: $10,000Net Assets 2017: $10,578,8852017Assets 2018: $9,484,914Liabilities 2018: $10,000Net Assets 2018: $9,474,9142018Assets 2019: $9,323,540Liabilities 2019: $9,500Net Assets 2019: $9,314,0402019Assets 2020: $9,186,963Liabilities 2020: $10,100Net Assets 2020: $9,176,8632020Assets 2021: $8,888,096Liabilities 2021: $20,650Net Assets 2021: $8,867,4462021Assets 2022: $9,673,154Liabilities 2022: $19,450Net Assets 2022: $9,653,7042022Assets 2023: $8,609,041Liabilities 2023: $29,450Net Assets 2023: $8,579,5912023Assets 2024: $8,274,459Liabilities 2024: $42,300Net Assets 2024: $8,232,1592024Assets 2025: $8,311,190Liabilities 2025: $21,200Net Assets 2025: $8,289,9902025

Highlighted filing

2025

Assets$8,311,190
Liabilities$21,200
Net Assets$8,289,990
Open 2025 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2012: $720,4292012Expenses 2013: $519,8372013Revenue 2014: $1,617,470Expenses 2014: $1,553,954Net Income 2014: $63,5162014Revenue 2015: $2,396,761Expenses 2015: $2,546,070Net Income 2015: -$149,3092015Revenue 2016: $1,290,774Expenses 2016: $1,147,859Net Income 2016: $142,9152016Revenue 2017: $686,442Expenses 2017: $800,508Net Income 2017: -$114,0662017Revenue 2018: $563,110Expenses 2018: $1,667,081Net Income 2018: -$1,103,9712018Revenue 2019: $621,746Expenses 2019: $782,620Net Income 2019: -$160,8742019Revenue 2020: $470,718Expenses 2020: $607,895Net Income 2020: -$137,1772020Revenue 2021: $430,222Expenses 2021: $739,639Net Income 2021: -$309,4172021Revenue 2022: $951,257Expenses 2022: $164,999Net Income 2022: $786,2582022Revenue 2023: $364,255Expenses 2023: $1,438,368Net Income 2023: -$1,074,1132023Revenue 2024: $268,742Expenses 2024: $616,174Net Income 2024: -$347,4322024Revenue 2025: $701,662Expenses 2025: $643,831Net Income 2025: $57,8312025

Highlighted filing

2025

Revenue$701,662
Expenses$643,831
Net Income$57,831
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,311,190
Liabilities
$21,200
Net assets
$8,289,990
Revenue
$701,662
Expenses
$643,831
Net income
$57,831
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.31$0.02$8.29$0.70$0.64$0.06
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.27$0.04$8.23$0.27$0.62$0.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.61$0.03$8.58$0.36$1.44$1.07
2022Detailed filing. Detailed filing data is available for this year.$9.67$0.02$9.65$0.95$0.16$0.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$0.02$8.87$0.43$0.74$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.19$0.01$9.18$0.47$0.61$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$0.01$9.31$0.62$0.78$0.16
2018Detailed filing. Detailed filing data is available for this year.$9.48$0.01$9.47$0.56$1.67$1.10
2017Detailed filing. Detailed filing data is available for this year.$10.6$0.01$10.6$0.69$0.80$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.01$10.7$1.29$1.15$0.14
2015Detailed filing. Detailed filing data is available for this year.$10.6$0.01$10.6$2.40$2.55$0.15
2014Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$1.62$1.55$0.06
2013Detailed filing. Detailed filing data is available for this year.$10.6$0.01$10.6$0.52
2012Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Dec 23, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE LUIPresident-$2,000-$2,000
YVONNE LUISecretary-$2,000-$2,000
DEBORAH CHANDirector-$2,000-$2,000
FLORA R SIDirector-$2,000-$2,000
DAVID LEFERTreasurer-$2,000-$2,000
JULIA MARTINDirector-$2,000-$2,000
LIVIA WAN LUIDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNYU SCHOOL OF MEDICINESCHOLARSHIP FUND-NEW YORK, NY, US$500,000
Paid GrantALLIANCE DEVELOPMENT OF THEATRE ARTSCHOLARSHIPS-NEW YORK, NY, US$35,000
Paid GrantSPEYER LEGACY SCHOOLAFTER SCHOOL PROGRAM-NEW YORK, NY, US$35,000
Paid GrantCHINESE AMERICAN PLANNING COUCILCOLLEGE BOUND STUDENT GUIDANCE-NEW YORK, NY, US$25,000
Filing and Contact Details

Filer

Filer Name
Lui and Wan Foundation
EIN
13-4161117
Phone
2126894939
Address
343 E 30TH STREET 11L, NEW YORK, NY 10016

Signing Officer

Name
Lawrence Lui
Title
President
Phone
2126894939
Signed
2025-12-23

Preparer

Firm
Flora R Si CPA Pc
Address
41 ELIZABETH ST SUITE 502, NEW YORK, NY 10013
Preparer
Flora R Si
Phone
2124318478
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt905503
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1PFIZER INC(SYMBOL:PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DUPONT DE NEMOURS-2.79%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INTL BUSINESS MACHINES(SYMBOL: IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PROCTER & GAMBLE CO(SYMBOL:PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5TESLA INC (SYMBOL :TSLA)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9NVIDIA(SYMBOL: NVDA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10GE AEROSPACE(SYMBOL:GE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11EXXON MOBIL CORP(SYMBOL:XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12GENERAL MOTORS CO COMMON SHARES(GM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHEVRON CORP(SYMBOL:CVX)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AT & T(SYMBOL:T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CISCO SYSTEMS INC(SYMBOL:CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COCA COLA COM(SYMBOL: KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DISNEY (WALT) CO COM(SYMBOL:DIS)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21AMAZON COM INC-(SYMBOL:AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22INTEL CORP(SYMBOL:INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23TRAVELERS COS INC(SYMBOL:TRV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JOHNSON AND JOHNSON(SYMBOL:JNJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MCDONALD CORP(SYMBOL:MCD)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27WAL-MART STORES(SYMBOL:WMT)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MICROSOFT CORP(SYMBOL:MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34UNITEDHEALTH GROUP INC(UNH)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86DOMINOS PIZZA INC(DPZ)
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03574
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt036831
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0643831
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0660513
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0701662
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt036831
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt048831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-05-26

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