Civic Intelligence

The Lu Foundation

990PF • Fiscal year 2012 • EIN 20-4664674

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile
222 Milwaukee StreetRoom/Suite 40780206
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

37th percentile

-1.7%

Faster asset growth than 37% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,706,908

Down $29,222 (-1.7%) from 2011

Net Assets

Down

$1,706,908

Down $29,222 (-1.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$79,156

Up $213 (+0.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2012

Assets$1,706,908
Liabilities$0
Net Assets$1,706,908
Open 2012 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

2012

Revenue-
Expenses$79,156
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.3
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPROJECT ANGEL HEARTHOME DELIVERED MEALSCHARITYDENVER, CO, US$55,000
Paid GrantRONALD MCDONALD HOUSE CHARITIESHOME AWAY FROM HOMECHARITYDENVER, CO, US$5,000
Paid GrantREMOTE AREA MEDICAL FONDATIONFREE HEALTH CARECHARITYKNOXVILLE, TN, US$5,000
Paid GrantREMOTE AREA MEDICAL CA HOST COORDINFREE HEALTH CARECHARITYROSEVILLE, CA, US$5,000
Paid GrantPROPUBLICAJOURNALISM IN THE PUBLIC'S INTERESTCHARITYNEWYORK, NY, US$5,000
Filing and Contact Details

Filer

EIN
20-4664674
Raw XML Appendix391 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Amount0800
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
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CompensationExplanation/Compensation/PersonName0C MIKE LU
CompensationExplanation/Compensation/PersonName1C MARIA LU
CompensationExplanation/Compensation/PersonName2Y JEFF LU
CompensationExplanation/Compensation/PersonName3CONNIE LU
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue025876
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0C MIKE LU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1C MARIA LU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Y JEFF LU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3CONNIE LU
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12222 MILWAUKEE ST 407
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount455000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0HOME AWAY FROM HOME
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FREE HEALTH CARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2FREE HEALTH CARE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3JOURNALISM IN THE PUBLIC'S INTEREST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4HOME DELIVERED MEALS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10RONALD MCDONALD HOUSE CHARITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11REMOTE AREA MEDICAL FONDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12REMOTE AREA MEDICAL CA HOST COORDIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13PROPUBLICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14PROJECT ANGEL HEART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101300 EAST 21 ST AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111834 BEECH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12950 RESERVE DRIVE SUIT 1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1355 BROADWAY 23RD FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine144950 WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DENVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1KNOXVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ROSEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NEWYORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4DENVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode080205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode137920
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode295768
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode310006
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode4802162026
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear075000
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/AppliedToCurrentYear073
IRS990PF/UndistributedIncome/AppliedToYear1074927
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted085895
IRS990PF/UndistributedIncome/QualifyingDistributions075000
IRS990PF/UndistributedIncome/UndistributedIncomeCY085822
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear074927
IRS990ScheduleB/ContributorInfo/AggregateContributions020206
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10222 MILWAUKEE ST 407
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0DENVER
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode080206
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0C MIKE LU
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI11
IRS990ScheduleB/NoncashProperty/DateReceived02012-12-31
IRS990ScheduleB/NoncashProperty/DateReceived12012-12-31
IRS990ScheduleB/NoncashProperty/FairMarketValue010950
IRS990ScheduleB/NoncashProperty/FairMarketValue18038
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription0SHARES LIFEVANTAGE CORP
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription1SHARES SAP AG ADR
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome075
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome1132
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome2276
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description2EMAIL/REGISTRATION FEES
OtherExpensesSchedule/OtherExpenses/Description3SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome075
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1132
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome2276
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks075
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1132
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2276
OtherIncreasesSchedule/OtherIncreases/Amount073
OtherIncreasesSchedule/OtherIncreases/Description0RECONCILING ADJUSTMENT
TaxesSchedule/Taxes/AdjustedNetIncome010
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Category0INDIRECT TAXES/LICENSES
TaxesSchedule/Taxes/NetInvestmentIncome010
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0204664674
ReturnHeader/Filer/Name/BusinessNameLine10THE LU FOUNDATION
ReturnHeader/Filer/NameControl0LUFO
ReturnHeader/Filer/Phone03037925049
ReturnHeader/Filer/USAddress/AddressLine10222 MILWAUKEE STREET
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 407
ReturnHeader/Filer/USAddress/City0DENVER
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080206
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0C MIKE LU
ReturnHeader/Officer/Phone03037925049
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-11-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BRYSON ENGELSTAD & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106021 S 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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T01:47:19-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,706,908
Liabilities
$0
Net assets
$1,706,908
Revenue
-
Expenses
$79,156
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