Civic Intelligence

Lumos Charitable Foundation

990PF • Fiscal year 2015 • EIN 46-3927235

Oct 01, 2014 to Sep 30, 2015 • Filed on May 13, 2016

6176 Countess DriveSan Jose, CA 95129

(408) 368-6261

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

93rd percentile

102%

Faster asset growth than 93% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

16th percentile

-34%

Faster revenue growth than 16% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$387,147

Up $195,367 (+102%) from 2014

Net Assets

Up

$386,197

Up $194,617 (+102%) from 2014

Liabilities

Up

$950

Up $750 (+375%) from 2014

Revenue

Down

$132,399

Down $68,032 (-34%) from 2014

Expenses

Down

$7,716

Down $784 (-9.2%) from 2014

Net Income

Down

$124,683

Down $67,248 (-35%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2014: $191,780Liabilities 2014: $200Net Assets 2014: $191,5802014Assets 2015: $387,147Liabilities 2015: $950Net Assets 2015: $386,1972015Assets 2016: $561,982Liabilities 2016: $0Net Assets 2016: $561,9822016Assets 2017: $537,320Liabilities 2017: $34Net Assets 2017: $537,2862017Assets 2018: $588,814Liabilities 2018: $518Net Assets 2018: $588,2962018Assets 2019: $694,950Liabilities 2019: $2,018Net Assets 2019: $692,9322019Assets 2020: $585,406Liabilities 2020: $35Net Assets 2020: $585,3712020Assets 2021: $732,949Liabilities 2021: $1,050Net Assets 2021: $731,8992021Assets 2022: $668,814Liabilities 2022: $50Net Assets 2022: $668,7642022Assets 2023: $671,008Liabilities 2023: $29Net Assets 2023: $670,9792023Assets 2024: $743,038Liabilities 2024: $130Net Assets 2024: $742,9082024

Highlighted filing

2015

Assets$387,147
Liabilities$950
Net Assets$386,197

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $200,431Expenses 2014: $8,500Net Income 2014: $191,9312014Revenue 2015: $132,399Expenses 2015: $7,716Net Income 2015: $124,6832015Revenue 2016: $204,575Expenses 2016: $24,124Net Income 2016: $180,4512016Revenue 2017: $62,777Expenses 2017: $42,153Net Income 2017: $20,6242017Revenue 2018: $96,232Expenses 2018: $31,359Net Income 2018: $64,8732018Revenue 2019: $69,895Expenses 2019: $40,232Net Income 2019: $29,6632019Revenue 2020: $59,623Expenses 2020: $23,596Net Income 2020: $36,0272020Revenue 2021: $92,485Expenses 2021: $43,776Net Income 2021: $48,7092021Revenue 2022: $75,099Expenses 2022: $37,357Net Income 2022: $37,7422022Revenue 2023: $12,982Expenses 2023: $31,353Net Income 2023: -$18,3712023Revenue 2024: $82,080Expenses 2024: $39,016Net Income 2024: $43,0642024

Highlighted filing

2015

Revenue$132,399
Expenses$7,716
Net Income$124,683
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS LUCEOPT$0--
SHERRY MOCFO & SecretaryPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITY PURPOSEPUBLICHOUSTON, TX, US$2,000
Paid Grant-CHARITY PURPOSEPUBLICSan Francisco, CA, US$1,000
Paid Grant-CHARITABLE PURPOSEPFSAN JOSE, CA, US$350
Paid Grant-CHARITY PURPOSEPUBLICsan Jose, CA, US$250
Paid Grant-CHARITY PURPOSEPUBLICSANTA CLARA, CA, US$220
Paid Grant-CHARITY PURPOSEPUBLICSan Francisco, CA, US$128
Filing and Contact Details

Filer

Filer Name
Lumos Charitable Foundation
EIN
46-3927235
Phone
4083686261
Address
6176 COUNTESS DRIVE, SAN JOSE, CA 95129

Signing Officer

Name
Thomas Lu
Title
CEO
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Wang & Chou Accountancy Corp
Address
28 N First St Suite 900, San Jose, CA 95113
Preparer
Jennifer Chou
Phone
4089981688
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS LU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERRY MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO & Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06176 COUNTESS DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16176 COUNTESS DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN JOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0UNIVERSITY OF HOUSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Internet Archive Donations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4The Tech Museum of lnnovation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SAN JOSE PUBLIC LIBRARY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NOT RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05000 GULF FWY BLDG ROOM 253
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12601 Mariposa Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22635 HOMESTEAD Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3300 Funston Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4201 South Market Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5150 E SAN FERNANDO ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA CLARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4san Jose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd295051
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595112
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0THOMAS LU
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03948
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06714
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0348
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0348
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06714
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0348
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010801
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THOMAS LU
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1THOMAS LU
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06176 COUNTESS DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt16176 COUNTESS DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN JOSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SAN JOSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095129
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd195129
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt075000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt122474
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt022474
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0AXP 1500 SHARE STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02014-11-04
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt01112
LandEtcSchedule2/LandEtcGrp/BookValueAmt01911
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt03023
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt01911
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Office Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1parking
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Postage, Mailing Service
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Telephone, Telecommunications
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0527
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2144
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3561
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4242
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0527
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3561
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4242
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CREDIT CARD REBATE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt057
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt250
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2RRF-1 FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt110
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt250
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS LU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUMOS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUMO
ReturnHeader/Filer/EIN0463927235
ReturnHeader/Filer/PhoneNum04083686261
ReturnHeader/Filer/USAddress/AddressLine1Txt06176 COUNTESS DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wang & Chou Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028 N First St Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04089981688
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER CHOU
ReturnHeader/ReturnTs02016-05-13T16:54:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

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