Civic Intelligence

Lui and Wan Foundation

990PF • Fiscal year 2020 • EIN 13-4161117

Mar 01, 2019 to Feb 29, 2020 • Filed on Jan 13, 2021

Organization Profile
343 E 30th Street 11LNew York, NY 10016

(212) 689-4939

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

Higher debt load relative to assets than 89% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

0.02x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Net Margin

31st percentile

-29%

Higher net margin than 31% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

76th percentile

$2,000

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Asset Growth

38th percentile

-1.5%

Faster asset growth than 38% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-24%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$9,186,963

Down $136,577 (-1.5%) from 2019

Net Assets

Down

$9,176,863

Down $137,177 (-1.5%) from 2019

Liabilities

Up

$10,100

Up $600 (+6.3%) from 2019

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin31st percentile

Revenue

Down

$470,718

Down $151,028 (-24%) from 2019

Expenses

Down

$607,895

Down $174,725 (-22%) from 2019

Net Income

Up

-$137,177

Up $23,697 (+15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2020

Assets$9,186,963
Liabilities$10,100
Net Assets$9,176,863
Open 2020 Filing

Operations Trend

Revenue Growth30th 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

2020

Revenue$470,718
Expenses$607,895
Net Income-$137,177
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2019 to Feb 29, 2020
Signed
Jan 13, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LIVIA WAN LUITreasurer-$2,000-$2,000
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 LEFERDirector-$1,000-$1,000
JULIA MARTINDirector-$1,000-$1,000
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
2021-01-13

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/StockNm5AMER EXPRESS COMPANY(SYMBOL:AXP)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC-AAPL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AT & T(SYMBOL:T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10AT & T(SYMBOL:T)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHEVRON CORP(SYMBOL:CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CHEVRON CORP(SYMBOL:CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CISCO SYSTEMS INC(SYMBOL:CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COCA COLA COM(SYMBOL: KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COCA COLA COM(SYMBOL: KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18COCA COLA COMPANY-KO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DISNEY (WALT) CO COM(SYMBOL:DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DISNEY (WALT) CO COM(SYMBOL:DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DOWDUPONT INC COM(SYMBOL: DWDP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23EXXON MOBIL CORP(SYMBOL:XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EXXON MOBIL CORP(SYMBOL:XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EXXON MOBIL CORP-XOM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GENERAL ELECTRIC(SYMBOL:GE)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32INTEL CORP(SYMBOL:INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33INTL BUSINESS MACHINES(SYMBOL: IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34INTL BUSINESS MACHINES(SYMBOL: IBM)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MCDONALD CORP(SYMBOL:MCD)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MICROSOFT CORP(SYMBOL:MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP-(SYMBOL:MSFT)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PFIZER INC(SYMBOL:PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PFIZER INC(SYMBOL:PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PHILIP MORRIS INTERNATIONAL INC-PM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PROCTER & GAMBLE CO(SYMBOL:PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PROCTER & GAMBLE CO(SYMBOL:PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53TEXAS INSTRUMENTS INCORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TORONTO-DOMINION BANK-TD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TRAVELERS COS INC(SYMBOL:TRV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56UNITED PARCEL SVC-UPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57UNITED TECHS CORP(SYMBOL:UTX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58UNITED TECHS CORP(SYMBOL:UTX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59UNITEDHEALTH GROUP INC(UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60UNITEDHEALTH GROUP INC-UNH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62VERIZON COMMUNICATN COM(SYMBOL:VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63VERIZON COMMUNICATN COM(SYMBOL:VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WAL-MART STORES(SYMBOL:WMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65CD DISVOCER BANK-CUSIP 254673YX8
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66BB & T CORP-BBT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67GLOBAL X FDS-MLPX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ISHARES CORE S & P MID CAP ETF-IJH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SECTOR SPDR TRUST SBI-XLP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74FLEXSHARES-IQDF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VANGUARD FTSE DEVELOPED-VEA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76INVESTMENT MANAGERS SER TR-INFIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77DOW INC REG-6.92%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78DUPONT DE NEMOURS-2.79%
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STARBUCKS CORP-SBUX
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MANAGED PORTFOLIO SER-INFIX
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012331
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012581
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt018789
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018789
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt042645
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0607895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0403914
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0470718
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt012250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt042645
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt054895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-12-10

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,186,963
Liabilities
$10,100
Net assets
$9,176,863
Revenue
$470,718
Expenses
$607,895
Net income
-$137,177
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
2020Detailed filing. Detailed filing data is available for this year.$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