Civic Intelligence

Lui and Wan Foundation

990PF • Fiscal year 2017 • EIN 13-4161117

Mar 01, 2016 to Feb 28, 2017 • Filed on Jul 19, 2017

Organization Profile
PO Box 150 Murray Hill StationNew York, NY 10156

(212) 689-4939

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

Higher debt load relative to assets than 67% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Net Margin

26th percentile

-17%

Higher net margin than 26% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$1,000

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Asset Growth

26th percentile

-1.1%

Faster asset growth than 26% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-47%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$10,588,885

Down $114,066 (-1.1%) from 2016

Net Assets

Down

$10,578,885

Down $114,066 (-1.1%) from 2016

Liabilities

Flat

$10,000

Flat from 2016

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin26th percentile

Revenue

Down

$686,442

Down $604,332 (-47%) from 2016

Expenses

Down

$800,508

Down $347,351 (-30%) from 2016

Net Income

Down

-$114,066

Down $256,981 (-180%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$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

2017

Assets$10,588,885
Liabilities$10,000
Net Assets$10,578,885
Open 2017 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$686,442
Expenses$800,508
Net Income-$114,066
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Jul 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIVIA WAN LUITreasurer-$1,000-$1,000
LAWRENCE LUIPresident-$1,000-$1,000
YVONNE LUISecretary-$1,000-$1,000
DEBORAH CHANDirector-$1,000-$1,000
FLORA R SIDirector-$500-$500
Filing and Contact Details

Filer

Filer Name
Lui and Wan Foundation
EIN
13-4161117
Phone
2126894939
Address
PO BOX 150 MURRAY HILL STATION, NEW YORK, NY 10156

Signing Officer

Name
Lawrence Lui
Title
President
Phone
2126894939
Signed
2017-07-19

Preparer

Firm
Flora R Si CPA Pc
Address
41 ELIZABETH ST SUITE 502, NEW YORK, NY 10013
Preparer
Flora R Si
Phone
2124318478
Raw XML AppendixShowing 400 of 854 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt87294
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-3041
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1010608
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1129926
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt121910
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt131703
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt147367
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt152039
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-5263
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17-4339
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18-18287
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19-20122
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2013228
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-7081
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-5166
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-2100
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2418895
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25-3217
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26-381
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt271062
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2821504
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2919959
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt304392
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40VIACOM INC-92553PAL6
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41AT & T INC SR-00206RBH4
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42MOTOROLA SOLUTIONS-620076BE8
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43NEW YORK N Y CITY-64967BAA0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44WACHOVIA CAP TR III-92978AAA0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45WELLS FARGO & CO-WFC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm48ROYAL BANK CANADA -78012KFS1
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2535668
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2687006
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28165006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2983405
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3036319
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3155758
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt32113156
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3321253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3449506
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3559000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt36107000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3765000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3855000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt39113691
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0214000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1436000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2430720
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3128250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt416278
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5195367
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6167850
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt764250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8515402
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9114800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10100480
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1126303
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12197039
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1354900
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16274468
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2261750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23283923
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24151680
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2538580
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2690422
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2799335
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28158114
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2981300
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3117375
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt329809
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt577408
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4663852
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Filings

Displayed year

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

Open filing
Assets
$10,588,885
Liabilities
$10,000
Net assets
$10,578,885
Revenue
$686,442
Expenses
$800,508
Net income
-$114,066
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