Civic Intelligence

Lu Charitable Foundation

EIN 37-2081596 • San Francisco, CA

18 Bartol StreetSan Francisco, CA 94133
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-170%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

24th percentile

-3.9%

Faster asset growth than 24% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,914,061

Down $158,384 (-3.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$3,914,061

Down $158,384 (-3.9%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin3rd percentile

Revenue

Down

$93,199

Down $3,979,428 (-98%) from 2023

Expenses

Up

$251,583

Up $251,401 (+138132%) from 2023

Net Income

Down

-$158,384

Down $4,230,829 (-104%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2023: $4,072,445Liabilities 2023: $1Net Assets 2023: $4,072,4452023Assets 2024: $3,914,061Liabilities 2024: $0Net Assets 2024: $3,914,0612024

Highlighted filing

2024

Assets$3,914,061
Liabilities$0
Net Assets$3,914,061
Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2023: $4,072,627Expenses 2023: $182Net Income 2023: $4,072,4452023Revenue 2024: $93,199Expenses 2024: $251,583Net Income 2024: -$158,3842024

Highlighted filing

2024

Revenue$93,199
Expenses$251,583
Net Income-$158,384
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,914,061
Liabilities
$0
Net assets
$3,914,061
Revenue
$93,199
Expenses
$251,583
Net income
-$158,384
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.09$0.25$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$4.07$0.00$4.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WING YEE WAYNE LUChair & Treasurer-$0--
TSUI YING YUENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lu Charitable Foundation
EIN
37-2081596
Phone
4156623133
Address
18 BARTOL STREET, San Francisco, CA 94133

Signing Officer

Name
Wing Yee Wayne Lu
Title
Chair
Phone
4156623133
Signed
2025-04-01

Preparer

Firm
R & A Tax & Accounting LLC
Address
153 Pine St, Massapequa Park, NY 11762
Preparer
Anthony Aversano
Phone
6313277874
Raw XML Appendix282 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0202909
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0202909
TaxesSchedule/TaxesDetail/Amt0383
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt02023 US TAX
TaxesSchedule/TaxesDetail/CategoryTxt1BANK FEES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WING YEE WAYNE LU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04156623133
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LU CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUCH
ReturnHeader/Filer/EIN0372081596
ReturnHeader/Filer/PhoneNum04156623133
ReturnHeader/Filer/USAddress/AddressLine1Txt018 BARTOL STREET
ReturnHeader/Filer/USAddress/CityNm0San Francisco
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094133
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461734080
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R & A Tax & Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0153 Pine St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Massapequa Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011762
ReturnHeader/PreparerPersonGrp/PhoneNum06313277874
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY AVERSANO
ReturnHeader/ReturnTs02025-05-06T09:43:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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