Civic Intelligence

Lu Charitable Foundation

990PF • Fiscal year 2023 • EIN 37-2081596

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
18 Bartol Street Suite 1233San Francisco, CA 94133

(415) 662-3133

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

$4,072,445

No earlier filing loaded for comparison.

Net Assets

$4,072,445

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

$4,072,627

No earlier filing loaded for comparison.

Expenses

$182

No earlier filing loaded for comparison.

Net Income

$4,072,445

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.

$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

2023

Assets$4,072,445
Liabilities$1
Net Assets$4,072,445
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$4,072,627
Expenses$182
Net Income$4,072,445
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

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

Filer

Filer Name
Lu Charitable Foundation
EIN
37-2081596
Address
18 Bartol Street Suite 1233, San Francisco, CA 94133

Signing Officer

Name
Wing Yee Wayne Lu
Title
Chair
Phone
4156623133
Signed
2024-05-13
Discuss with paid preparer
No

Preparer

Firm
A&A Accounting and Tax Services LLC
Address
14282 Lakeview Dr, Clive, IA 50325
Preparer
Yanli Zhao CPA
Phone
9198162682
Raw XML Appendix231 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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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
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SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0WING YEE WAYNE LU
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1TSUI YING YUEN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt018 BARTOL STREET SUITE 1233
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WING YEE WAYNE LU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum04156623133
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LU CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUCH
ReturnHeader/Filer/EIN0372081596
ReturnHeader/Filer/USAddress/AddressLine1Txt018 Bartol Street Suite 1233
ReturnHeader/Filer/USAddress/CityNm0San Francisco
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ReturnHeader/Filer/USAddress/ZIPCd094133
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0883682034
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A&A Accounting and Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014282 Lakeview Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050325
ReturnHeader/PreparerPersonGrp/PhoneNum09198162682
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YANLI ZHAO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-13T05:13:31-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WING YEE WAYNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LU
ReturnHeader/TaxPeriodBeginDt02023-02-27
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
$4,072,445
Liabilities
$1
Net assets
$4,072,445
Revenue
$4,072,627
Expenses
$182
Net income
$4,072,445
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