Civic Intelligence

Luchen Foundation

990PF • Fiscal year 2012 • EIN 27-1424418

Jan 01, 2012 to Dec 31, 2012 • Filed on May 08, 2013

Organization Profile
Foundation Source 501 Silverside Rd19809-1377
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k 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

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$493,587

No earlier filing loaded for comparison.

Net Assets

$493,587

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$31,156

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2012: $493,587Liabilities 2012: $0Net Assets 2012: $493,5872012Assets 2013: $469,063Liabilities 2013: $0Net Assets 2013: $469,0632013Assets 2014: $1,469,749Liabilities 2014: $0Net Assets 2014: $1,469,7492014Assets 2015: $1,471,935Liabilities 2015: $0Net Assets 2015: $1,471,9352015Assets 2016: $2,425,581Liabilities 2016: $0Net Assets 2016: $2,425,5812016Assets 2017: $2,281,973Liabilities 2017: $0Net Assets 2017: $2,281,9732017Assets 2018: $2,173,403Liabilities 2018: $0Net Assets 2018: $2,173,4032018Assets 2019: $2,141,492Liabilities 2019: $0Net Assets 2019: $2,141,4922019Assets 2020: $5,035,519Liabilities 2020: $0Net Assets 2020: $5,035,5192020Assets 2021: $8,065,730Liabilities 2021: $0Net Assets 2021: $8,065,7302021Assets 2022: $11,607,211Liabilities 2022: $0Net Assets 2022: $11,607,2112022Assets 2023: $13,885,615Liabilities 2023: $0Net Assets 2023: $13,885,6152023Assets 2024: $14,043,238Liabilities 2024: $0Net Assets 2024: $14,043,2382024

Highlighted filing

2012

Assets$493,587
Liabilities$0
Net Assets$493,587
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $31,1562012Revenue 2013: $6,598Expenses 2013: $31,122Net Income 2013: -$24,5242013Revenue 2014: $1,036,324Expenses 2014: $35,638Net Income 2014: $1,000,6862014Revenue 2015: $52,854Expenses 2015: $50,668Net Income 2015: $2,1862015Revenue 2016: $1,046,270Expenses 2016: $92,624Net Income 2016: $953,6462016Revenue 2017: $12,100Expenses 2017: $155,708Net Income 2017: -$143,6082017Revenue 2018: $69,099Expenses 2018: $177,669Net Income 2018: -$108,5702018Revenue 2019: $64,121Expenses 2019: $96,032Net Income 2019: -$31,9112019Revenue 2020: $3,105,174Expenses 2020: $211,147Net Income 2020: $2,894,0272020Revenue 2021: $3,056,539Expenses 2021: $257,365Net Income 2021: $2,799,1742021Revenue 2022: $3,766,747Expenses 2022: $225,266Net Income 2022: $3,541,4812022Revenue 2023: $3,392,035Expenses 2023: $1,113,631Net Income 2023: $2,278,4042023Revenue 2024: $914,739Expenses 2024: $757,116Net Income 2024: $157,6232024

Highlighted filing

2012

Revenue-
Expenses$31,156
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 8, 2013
Return Version
2012v2.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert ChenPres / Director / Sec-$0--
Onnie LuVP-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFAMILY KEEPERS INCGeneral Unrestricted509a1WALNUT, CA, US$15,000
Paid GrantFIDELITY INVESTMENTS CHARITABLE GIFT FUNDRobert Chen Charitable Fund509a1CINCINNATI, OH, US$5,300
Filing and Contact Details

Filer

EIN
27-1424418
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3760 shares of DR. REDDYS LAB LTD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39110 shares of ECOPETROL SA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4080 shares of ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41170 shares of EMC CORP-MASS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42340 shares of ERICSSON L M TEL CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43116 shares of EXPRESS SCRIPTS HOLDING CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4440 shares of EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4560 shares of FREEPORT-MCMORAN COPPER GOLD INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46150 shares of GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4760 shares of GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4830 shares of GOLDMAN SACHS GROUP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50140 shares of HALLIBURTON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5170 shares of HONEYWELL INTERNATIONAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5240 shares of HSBC HLDGS PLC ADS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53140 shares of ICICI BK LTD ADS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54100 shares of ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5590 shares of INFOSYS TECH LTD SPD ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56230 shares of INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5715 shares of INTERCONTINETALEXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5835 shares of INTERNATIONAL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59100 shares of INTERNATIONAL PAPER CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock605 shares of INTUITIVE SURGICAL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6130 shares of JOY GLOBAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6260 shares of JP MORGAN CHASE CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6450 shares of KOHLS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65120 shares of KROGER CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67100 shares of LVMH MOET HENN UNSP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6980 shares of MARATHON OIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7010 shares of MASTERCARD INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72160 shares of MICROSOFT CORPORATION
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7770 shares of NOBLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7850 shares of NORDSTROM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7950 shares of NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80100 shares of NYSE EURONEXT INC
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8240 shares of PEABODY ENERGY CORP
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84230 shares of PFIZER INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8530 shares of PRAXAIR INC.
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock93120 shares of SASOL LTD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9840 shares of SVB FINANCIAL GROUP
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InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal010186
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV010000
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue031928
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV031792
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount013470
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount026687
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA026687
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm013217
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss020300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm013138
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss013470
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-4469
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice092735
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss013217
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome022760
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps07122
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm07
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss07129
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm03482
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss03482
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0106
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps027422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss031156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome026355
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses026687
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps07122

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Filings

Displayed year

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

Open filing
Assets
$493,587
Liabilities
$0
Net assets
$493,587
Revenue
-
Expenses
$31,156
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.91$0.76$0.16
2023Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$3.39$1.11$2.28
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$3.77$0.23$3.54
2021Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$3.06$0.26$2.80
2020Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$3.11$0.21$2.89
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.06$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.07$0.18$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.01$0.16$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$1.05$0.09$0.95
2015Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.04$0.04$1.00
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.01$0.03$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.03