Civic Intelligence

Lu Educational Foundation with a Branch Monte Rosa Technology

990EZ • Fiscal year 2021 • EIN 30-0554607

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 10, 2022

Organization Profile
PO Box 3486Saratoga, CA 95070-1486

(408) 781-3295

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

$272,281

No earlier filing loaded for comparison.

Net Assets

$271,474

No earlier filing loaded for comparison.

Liabilities

$807

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

$126,297

No earlier filing loaded for comparison.

Expenses

$3,210

No earlier filing loaded for comparison.

Net Income

$123,087

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.

$400K$300K$200K$100K$0Assets 2021: $272,281Liabilities 2021: $807Net Assets 2021: $271,4742021Assets 2022: $314,853Liabilities 2022: $807Net Assets 2022: $314,0462022Assets 2023: $353,468Liabilities 2023: $500Net Assets 2023: $352,9682023Assets 2024: $347,573Liabilities 2024: $0Net Assets 2024: $347,5732024

Highlighted filing

2021

Assets$272,281
Liabilities$807
Net Assets$271,474
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2021: $126,297Expenses 2021: $3,210Net Income 2021: $123,0872021Revenue 2022: $46,981Expenses 2022: $4,409Net Income 2022: $42,5722022Revenue 2023: $44,593Expenses 2023: $6,478Net Income 2023: $38,1152023Revenue 2024: $15,886Expenses 2024: $21,902Net Income 2024: -$6,0162024

Highlighted filing

2021

Revenue$126,297
Expenses$3,210
Net Income$123,087
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 10, 2022
Return Version
2021v4.0
Gross Receipts
$126,297
Mission and Program Overview

Mission

IncorporationStatements:1.Conductseminarsthataredesignedforeducation,cultural,andspiritualwellbeing.2.Makeincentivedonationtosupportself-sustainabledevelopmentinhumanresource.

Program Services

DescriptionGrantsExpenses
CharitabledonationtoWorldVision501c3tosupportthesustainabledevelopmentinunderservedareasforbetterschoolingandlivingconditions.$0$1,706
ParticipatesasaSEMI501c6membercompanytoexchangetechnicalknowledgesandsharetrendsandvisions.Alsoplanstosetupdigitalknowledgedistributionplatformswithwebsiteunderconstructions.$0$1,429
Currentemphasisofseminartopicsonslowingclimatechangebyenergyefficientelectronicsandsystems.Climatechangeaffectshumanwellbeinginmanyaspects..Theorganizationpreparestheseminarcontents.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mei-Chien LuPresidentFT$0--
Filing and Contact Details

Filer

Filer Name
Lu Educational Foundation
EIN
30-0554607
In Care Of
% Mei Chien Lu
Address
PO BOX 3486, SARATOGA, CA 95070-1486

Signing Officer

Name
Mei Chien LU
Title
president
Signed
2022-03-10
Supplemental Narrative

Additional Explanations

Item B - Amended Return

“filed ePostcard on Jan 23 2022 in error.”

Doing Business As Names

“Monte Rosa Technology”

Part I, line 10

“| Grants And Similar Amounts Paid:, Amount:| Charitable donation to World Vision, $1706|”

Part I, line 16

“| Other Expenses:, Amount:| membership fee to SEMI 501c6, $700| renewal fee to registry of charitable trusts, $25| renewal fee to California Corp Agents for representing the non-profit organization, $50| misc fees and expenses, $729|”

Part I, line 20

“| Explanation:, Amount:| increased liability, $-145|”

Part II, line 24

“| Explanation:, BOYAmount:, EOYAmount:| savings- dividends paying financial instruments, $16485, $9753| public traded securities, $128870, $260045|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| liability for expenses paid by personal credit cards, $662, $807|”

Raw XML Appendix162 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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IRS990EZ/AmendedReturnInd0X
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IRS990EZ/BooksInCareOfDetail/PhoneNum04087813295
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3486
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SARATOGA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0950701486
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03839
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt02483
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IRS990EZ/ContributionsGiftsGrantsEtcAmt085000
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0123087
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01706
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt041297
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0148532
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0271474
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0148532
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0145355
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0269798
IRS990EZ/OtherChangesInNetAssetsAmt0-145
IRS990EZ/OtherExpensesTotalAmt01504
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0IncorporationStatements:1.Conductseminarsthataredesignedforeducation,cultural,andspiritualwellbeing.2.Makeincentivedonationtosupportself-sustainabledevelopmentinhumanresource.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Currentemphasisofseminartopicsonslowingclimatechangebyenergyefficientelectronicsandsystems.Climatechangeaffectshumanwellbeinginmanyaspects..Theorganizationpreparestheseminarcontents.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ParticipatesasaSEMI501c6membercompanytoexchangetechnicalknowledgesandsharetrendsandvisions.Alsoplanstosetupdigitalknowledgedistributionplatformswithwebsiteunderconstructions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CharitabledonationtoWorldVision501c3tosupportthesustainabledevelopmentinunderservedareasforbetterschoolingandlivingconditions.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11429
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21706
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0662
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0807
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03210
IRS990EZ/TotalProgramServiceExpensesAmt03135
IRS990EZ/TotalRevenueAmt0126297
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt085000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt014580
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0159580
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2017, , | 2018, | 2019, | 2020, | 2021, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part III - Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt085000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014580
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0159580
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt041297
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt018538
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt016477
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt08596
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt010682
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt095590
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.37
IRS990ScheduleA/PublicSupportPY509Pct00.00
IRS990ScheduleA/PublicSupportTotal509Amt095590
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt085000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt030000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt014580
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0159580
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0126297
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048538
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046477
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025262
IRS990ScheduleA/Total509Grp/TotalAmt0255170
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0126297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt048538
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046477
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025262
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0255170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0filed ePostcard on Jan 23 2022 in error.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Monte Rosa Technology
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Grants And Similar Amounts Paid:, Amount:| Charitable donation to World Vision, $1706|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3| Other Expenses:, Amount:| membership fee to SEMI 501c6, $700| renewal fee to registry of charitable trusts, $25| renewal fee to California Corp Agents for representing the non-profit organization, $50| misc fees and expenses, $729|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4| Explanation:, Amount:| increased liability, $-145|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5| Explanation:, BOYAmount:, EOYAmount:| savings- dividends paying financial instruments, $16485, $9753| public traded securities, $128870, $260045|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6| Explanation:, BOYAmount:, EOYAmount:| liability for expenses paid by personal credit cards, $662, $807|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Item B - Amended Return
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Doing Business As Names
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part II, line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part II, line 26
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Mei Chien LU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LU EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUED
ReturnHeader/Filer/EIN0300554607
ReturnHeader/Filer/ForeignPhoneNum04087813295
ReturnHeader/Filer/InCareOfNm0% Mei Chien Lu
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3486
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0950701486
ReturnHeader/ReturnTs02022-03-10T06:26:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$272,281
Liabilities
$807
Net assets
$271,474
Revenue
$126,297
Expenses
$3,210
Net income
$123,087
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.16$0.22$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.01$3.53$0.45$0.06$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.01$3.14$0.47$0.04$0.43
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.01$2.71$1.26$0.03$1.23
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits