Civic Intelligence

Bang-Woel Lu Foundation

990PF • Fiscal year 2017 • EIN 22-2810634

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
144 Rockport RoadWeston, MA 02493

(781) 237-1658

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

1.8%

Faster asset growth than 52% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

77th percentile

27%

Faster revenue growth than 77% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$175,645

Up $6,156 (+3.6%) from 2015

Net Assets

$175,645

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin83rd percentile

Revenue

Up

$19,634

Up $7,550 (+62%) from 2015

Expenses

Down

$14,102

Down $329 (-2.3%) from 2015

Net Income

Up

$5,532

Up $7,879 (+336%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $160,799Liabilities 2011: $02011Assets 2012: $157,570Liabilities 2012: $02012Assets 2013: $157,181Liabilities 2013: $02013Assets 2014: $160,846Liabilities 2014: $02014Assets 2015: $169,489Liabilities 2015: $02015Assets 2017: $175,645Liabilities 2017: $0Net Assets 2017: $175,6452017Assets 2018: $184,343Liabilities 2018: $1,500Net Assets 2018: $182,8432018Assets 2019: $195,094Liabilities 2019: $0Net Assets 2019: $195,0942019Assets 2020: $189,616Liabilities 2020: $0Net Assets 2020: $189,6162020Assets 2021: $190,761Liabilities 2021: $0Net Assets 2021: $190,7612021Assets 2022: $196,081Liabilities 2022: $0Net Assets 2022: $196,0812022Assets 2023: $192,663Liabilities 2023: $0Net Assets 2023: $192,6632023Assets 2024: $199,426Liabilities 2024: $1,500Net Assets 2024: $197,9262024

Highlighted filing

2017

Assets$175,645
Liabilities$0
Net Assets$175,645
Open 2017 Filing

Operations Trend

Revenue Growth77th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $7,501Expenses 2011: $2,782Net Income 2011: $4,7192011Revenue 2012: $7,656Expenses 2012: $11,266Net Income 2012: -$3,6102012Revenue 2013: $12,160Expenses 2013: $12,718Net Income 2013: -$5582013Revenue 2014: $15,775Expenses 2014: $12,352Net Income 2014: $3,4232014Revenue 2015: $12,084Expenses 2015: $14,431Net Income 2015: -$2,3472015Revenue 2017: $19,634Expenses 2017: $14,102Net Income 2017: $5,5322017Revenue 2018: $19,989Expenses 2018: $12,791Net Income 2018: $7,1982018Revenue 2019: $29,062Expenses 2019: $16,811Net Income 2019: $12,2512019Revenue 2020: $17,105Expenses 2020: $22,583Net Income 2020: -$5,4782020Revenue 2021: $39,830Expenses 2021: $38,685Net Income 2021: $1,1452021Revenue 2022: $27,447Expenses 2022: $22,127Net Income 2022: $5,3202022Revenue 2023: $15,340Expenses 2023: $28,783Net Income 2023: -$13,4432023Revenue 2024: $28,937Expenses 2024: $44,164Net Income 2024: -$15,2272024

Highlighted filing

2017

Revenue$19,634
Expenses$14,102
Net Income$5,532
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RENNE CHEN LUTrustee-$0--
CATHERINE T CHENTrustee-$0--
ERIC LUTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bang-woel Lu Foundation
EIN
22-2810634
Phone
7812371658
Address
144 ROCKPORT ROAD, WESTON, MA 02493

Signing Officer

Name
Renne Chen Lu
Title
Trustee
Phone
7812371658
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Raphael and Raphael Llp
Address
52 CHURCH STREET, BOSTON, MA 02116
Preparer
Karen Lydon
Phone
6172101200
Raw XML Appendix357 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/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RENNE CHEN LU
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0144 ROCKPORT RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WESTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002493
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172101250
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1MEDICAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0A LIFE A TIME FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BRIGHAM AND WOMENS HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2821
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt175 FRANCIS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102115
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013120
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013219
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013219
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06113
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06399
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0286
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06113
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013505
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0286
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06399
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06113
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0156
OtherIncomeSchedule2/OtherIncomeDetail/Desc0RAYMAND JAMES NONDIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0156
TaxesSchedule/TaxesDetail/Amt087
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/Amt2160
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1MA FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX CREDIT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt135
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2160
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RENNE CHEN LU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07812371658
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANG-WOEL LU FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BANG
ReturnHeader/Filer/EIN0222810634
ReturnHeader/Filer/PhoneNum07812371658
ReturnHeader/Filer/USAddress/AddressLine1Txt0144 ROCKPORT ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002493
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EA5EA5BA6F0D4E0C9796DCCBF11DA6B43CEC65F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId053FEE156EED5565E72F0B9228042CB7CDF9149E3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.9.101.9
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:17:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042206126
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAPHAEL AND RAPHAEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt052 CHURCH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002116
ReturnHeader/PreparerPersonGrp/PhoneNum06172101200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN LYDON
ReturnHeader/ReturnTs02018-05-14T14:09:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$175,645
Liabilities
$0
Net assets
$175,645
Revenue
$19,634
Expenses
$14,102
Net income
$5,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.02$1.98$0.29$0.44$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15$0.29$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.27$0.22$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.40$0.39$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.17$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.29$0.17$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.02$1.83$0.20$0.13$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.20$0.14$0.06
2015Summary only. Only limited summary data is available for this year.$1.69$0.00$0.12$0.14$0.02
2014Summary only. Only limited summary data is available for this year.$1.61$0.00$0.16$0.12$0.03
2013Summary only. Only limited summary data is available for this year.$1.57$0.00$0.12$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$1.58$0.00$0.08$0.11$0.04
2011Summary only. Only limited summary data is available for this year.$1.61$0.00$0.08$0.03$0.05