Civic Intelligence

Iris & Douglas Tu Foundation

990PF • Fiscal year 2023 • EIN 20-5554906

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

Organization Profile
8268 WesternThe Colony, TX 75056

(740) 966-8282

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

66th percentile

14%

Higher net margin than 66% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

97%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$965,465

Up $174,254 (+22%) from 2022

Net Assets

Up

$965,465

Up $174,254 (+22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin66th percentile

Revenue

Up

$33,978

Up $16,765 (+97%) from 2022

Expenses

Up

$29,384

Up $17,022 (+138%) from 2022

Net Income

Down

$4,594

Down $257 (-5.3%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $207,728Liabilities 2010: $0Net Assets 2010: $207,7282010Assets 2011: $211,345Liabilities 2011: $02011Assets 2012: $244,136Liabilities 2012: $0Net Assets 2012: $244,1362012Assets 2013: $321,593Liabilities 2013: $0Net Assets 2013: $321,5932013Assets 2014: $366,616Liabilities 2014: $0Net Assets 2014: $366,6162014Assets 2015: $370,719Liabilities 2015: $0Net Assets 2015: $370,7192015Assets 2016: $415,251Liabilities 2016: $0Net Assets 2016: $415,2512016Assets 2017: $509,200Liabilities 2017: $0Net Assets 2017: $509,2002017Assets 2018: $483,499Liabilities 2018: $0Net Assets 2018: $483,4992018Assets 2019: $634,215Liabilities 2019: $0Net Assets 2019: $634,2152019Assets 2020: $750,062Liabilities 2020: $0Net Assets 2020: $750,0622020Assets 2021: $974,038Liabilities 2021: $0Net Assets 2021: $974,0382021Assets 2022: $791,211Liabilities 2022: $0Net Assets 2022: $791,2112022Assets 2023: $965,465Liabilities 2023: $0Net Assets 2023: $965,4652023Assets 2024: $1,179,084Liabilities 2024: $0Net Assets 2024: $1,179,0842024

Highlighted filing

2023

Assets$965,465
Liabilities$0
Net Assets$965,465
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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

$80K$60K$40K$20K$0Expenses 2010: $60,6382010Revenue 2011: $38,865Expenses 2011: $34,600Net Income 2011: $4,2652011Expenses 2012: $34,5222012Revenue 2013: $40,726Expenses 2013: $35,777Net Income 2013: $4,9492013Revenue 2014: $54,602Expenses 2014: $46,700Net Income 2014: $7,9022014Revenue 2015: $48,821Expenses 2015: $41,825Net Income 2015: $6,9962015Revenue 2016: $49,442Expenses 2016: $40,825Net Income 2016: $8,6172016Revenue 2017: $38,140Expenses 2017: $25,185Net Income 2017: $12,9552017Revenue 2018: $44,817Expenses 2018: $35,520Net Income 2018: $9,2972018Revenue 2019: $51,834Expenses 2019: $39,495Net Income 2019: $12,3392019Revenue 2020: $41,086Expenses 2020: $29,607Net Income 2020: $11,4792020Revenue 2021: $56,659Expenses 2021: $35,605Net Income 2021: $21,0542021Revenue 2022: $17,213Expenses 2022: $12,362Net Income 2022: $4,8512022Revenue 2023: $33,978Expenses 2023: $29,384Net Income 2023: $4,5942023Revenue 2024: $51,878Expenses 2024: $25,504Net Income 2024: $26,3742024

Highlighted filing

2023

Revenue$33,978
Expenses$29,384
Net Income$4,594
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C DOUGLAS TUDirector-$0--
IRIS FANG TUDirector-$0--
Filing and Contact Details

Filer

Filer Name
Iris & Douglas Tu Foundation
EIN
20-5554906
Phone
7409668282
Address
8268 WESTERN, THE COLONY, TX 75056

Signing Officer

Name
C Douglas Tu
Title
Director
Phone
7409668282
Signed
2024-10-30

Preparer

Firm
Holbrook & Manter Inc
Address
103 PROFESSIONAL PARKWAY, MARYSVILLE, OH 43040
Preparer
Justin T Linscott CPA
Phone
9376448175
Raw XML Appendix216 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE OHIO ATTORNEY GENERAL'S OFFICE DOES NOT REQUIRE FOUNDATIONS TO ANNUALLY FILE THEIR FORM 990-PF IN ENTIRETY. THE OHIO ATTORNEY GENERAL DOES REQUIRE AN ANNUAL REPORT TO BE FILED ON-LINE, WHICH THE ORGANIZATION WILL FILE PRIOR TO THE DUE DATE.
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt042786
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt043258
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0472
IRS990PF/DistributableAmountGrp/TotalTaxAmt0472
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IRS990PF/FMVAssetsEOYAmt0965459
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0965465
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03528
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0874805
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013175
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt043258
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0865158
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0878333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1IRIS FANG TU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18268 WESTERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0THE COLONY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1THE COLONY
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0C DOUGLAS TU
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07409668282
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt0169660
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN FMV
TaxesSchedule/TaxesDetail/Amt0184
TaxesSchedule/TaxesDetail/Amt1200
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TaxesSchedule/TaxesDetail/CategoryTxt1OHIO ANNUAL FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0200
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0C DOUGLAS TU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07409668282
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRIS & DOUGLAS TU FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0IRIS
ReturnHeader/Filer/EIN0205554906
ReturnHeader/Filer/PhoneNum07409668282
ReturnHeader/Filer/USAddress/AddressLine1Txt08268 WESTERN
ReturnHeader/Filer/USAddress/CityNm0THE COLONY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075056
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310998651
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLBROOK & MANTER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 PROFESSIONAL PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARYSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043040
ReturnHeader/PreparerPersonGrp/PhoneNum09376448175
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN T LINSCOTT CPA
ReturnHeader/ReturnTs02024-10-30T14:42:36-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$965,465
Liabilities
$0
Net assets
$965,465
Revenue
$33,978
Expenses
$29,384
Net income
$4,594
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.03$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.02$0.01$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.04$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.05$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.04$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.04$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.05$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.05$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.05$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.04$0.04$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.03
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.04$0.03$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.06