Civic Intelligence

The Lu Foundation

990PF • Fiscal year 2011 • EIN 20-4664674

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 06, 2012

Organization Profile
222 Milwaukee Street80206
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

80th percentile

14%

Faster asset growth than 80% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,736,130

Up $208,408 (+14%) from 2010

Net Assets

Up

$1,736,130

Up $208,408 (+14%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$78,943

Down $4,860 (-5.8%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,527,722Liabilities 2010: $0Net Assets 2010: $1,527,7222010Assets 2011: $1,736,130Liabilities 2011: $0Net Assets 2011: $1,736,1302011Assets 2012: $1,706,908Liabilities 2012: $0Net Assets 2012: $1,706,9082012Assets 2013: $3,529,033Liabilities 2013: $0Net Assets 2013: $3,529,0332013Assets 2014: $3,421,495Liabilities 2014: $0Net Assets 2014: $3,421,4952014Assets 2015: $3,155,381Liabilities 2015: $0Net Assets 2015: $3,155,3812015Assets 2016: $3,017,567Liabilities 2016: $0Net Assets 2016: $3,017,5672016Assets 2017: $2,798,312Liabilities 2017: $0Net Assets 2017: $2,798,3122017Assets 2018: $2,826,207Liabilities 2018: $0Net Assets 2018: $2,826,2072018Assets 2019: $2,844,254Liabilities 2019: $0Net Assets 2019: $2,844,2542019Assets 2020: $2,861,145Liabilities 2020: $0Net Assets 2020: $2,861,1452020Assets 2021: $3,017,168Liabilities 2021: $0Net Assets 2021: $3,017,1682021Assets 2022: $3,841,348Liabilities 2022: $0Net Assets 2022: $3,841,3482022Assets 2023: $3,895,797Liabilities 2023: $12023Assets 2024: $4,012,388Liabilities 2024: $0Net Assets 2024: $4,012,3882024

Highlighted filing

2011

Assets$1,736,130
Liabilities$0
Net Assets$1,736,130
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $83,8032010Expenses 2011: $78,9432011Expenses 2012: $79,1562012Revenue 2013: $1,911,077Expenses 2013: $93,373Net Income 2013: $1,817,7042013Revenue 2014: $8,658Expenses 2014: $115,624Net Income 2014: -$106,9662014Revenue 2015: -$90,494Expenses 2015: $175,620Net Income 2015: -$266,1142015Revenue 2016: $32,733Expenses 2016: $170,547Net Income 2016: -$137,8142016Revenue 2017: $60,775Expenses 2017: $165,073Net Income 2017: -$104,2982017Revenue 2018: $190,156Expenses 2018: $162,261Net Income 2018: $27,8952018Revenue 2019: $185,538Expenses 2019: $167,491Net Income 2019: $18,0472019Revenue 2020: $196,533Expenses 2020: $179,642Net Income 2020: $16,8912020Revenue 2021: $337,452Expenses 2021: $181,429Net Income 2021: $156,0232021Revenue 2022: $742,744Expenses 2022: $212,986Net Income 2022: $529,7582022Revenue 2023: $285,926Expenses 2023: $233,604Net Income 2023: $52,3222023Revenue 2024: $370,975Expenses 2024: $254,384Net Income 2024: $116,5912024

Highlighted filing

2011

Revenue-
Expenses$78,943
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 6, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONNIE LUDirector-$0--
Y JEFF LUDirector-$0--
C MARIA LUSecretary-$0--
C MIKE LUPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-HOME DELIVERED MEALSCHARITYDENVER, CO, US$50,000
Paid Grant-FREE HEALTH CARECHARITYKNOXVILLE, TN, US$7,500
Paid Grant-HOME AWAY FROM HOMECHARITYDENVER, CO, US$6,000
Paid Grant-FOOD BANKCHARITYDENVER, CO, US$5,000
Paid Grant-FREE HEALTH CARECHARITYROSEVILLE, CA, US$2,500
Paid Grant-GLOBAL LEARNINGCHARITYSAN FRANCISCO, CA, US$2,500
Filing and Contact Details

Filer

EIN
20-4664674
Raw XML Appendix376 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CONNIE LU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Y JEFF LU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2C MARIA LU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3C MIKE LU
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11222 MILWAUKEE ST 407
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12222 MILWAUKEE ST 407
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13222 MILWAUKEE ST 407
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2FOOD BANK
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0REMOTE AREA MEDICAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1WIKIMEDIA FOUNDATION INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2FOOD BANK OF THE ROCKIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3PROJECT ANGEL HEART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4REMOTE AREA MEDICAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5RONALD MCDONALD HOUSE CHARITIES-DEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10950 RESERVE DRIVE SUITE 120
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11149 NEW MONTGOMERY STREET 3RD FLR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1210700 E 45TH AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine134190 GARFIELD STREET UNIT 5
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141834 BEECH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine151300 EAST 21ST AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ROSEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SAN FRANCISCO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2DENVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3DENVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4KNOXVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5DENVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode095678
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode194105
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode280239
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode380216
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode437920
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode580205
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear073500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear018
IRS990PF/UndistributedIncome/AppliedToYear1073482
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted074945
IRS990PF/UndistributedIncome/QualifyingDistributions073500
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY074927
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear073482
IRS990ScheduleB/ContributorInfo/AggregateContributions0300000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine105425 E DAKOTA AVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0DENVER
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode080246
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0C MIKE LU
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount024587
OtherDecreasesSchedule/OtherDecreases/Description0PRIOR YEAR ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0222
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome129
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome2156
OtherExpensesSchedule/OtherExpenses/Description0TELEPHONE
OtherExpensesSchedule/OtherExpenses/Description1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description2INTERNET FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0222
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome129
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2156
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0222
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks129
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2156
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0204664674
ReturnHeader/Filer/Name/BusinessNameLine10THE LU FOUNDATION
ReturnHeader/Filer/NameControl0LUFO
ReturnHeader/Filer/Phone03037925049
ReturnHeader/Filer/USAddress/AddressLine10222 MILWAUKEE STREET
ReturnHeader/Filer/USAddress/City0DENVER
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080206
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-06
ReturnHeader/Officer/Name0C MIKE LU
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BRYSON ENGELSTAD & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106021 SOUTH SYRACUSE WAY STE 204
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GREENWOOD VILLAGE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode080111
ReturnHeader/Preparer/Name0CHARLES H BRYSON II
ReturnHeader/Preparer/Phone03032208555
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-06T11:42:12-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,736,130
Liabilities
$0
Net assets
$1,736,130
Revenue
-
Expenses
$78,943
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$0.37$0.25$0.12
2023Summary only. Only limited summary data is available for this year.$3.90$0.00$0.29$0.23$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.74$0.21$0.53
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.34$0.18$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.00$2.86$0.20$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.19$0.17$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.83$0.00$2.83$0.19$0.16$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$0.00$2.80$0.06$0.17$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.03$0.17$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.09$0.18$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.01$0.12$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$1.91$0.09$1.82
2012Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $1M-$5M nonprofits