Civic Intelligence

Lisa Lu Foundation

EIN 47-1809673 • 501(c)3 • San Diego, CA

Pub. 78 Eligible990-N Coverage

Profile

To provide scholarships to students in the performing arts.

8723 Cayucos WaySan Diego, CA 92129

n/A

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

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

Liabilities / Revenue

100th percentile

43.50x

Higher debt load relative to revenue than 100% of similar nonprofits.

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

Net Margin

1st percentile

-62165%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

41st percentile

-7.4%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

12th percentile

-66%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$188,735

Down $109 (-0.1%) from 2021

Liabilities

Flat

$1,131

Flat from 2021

Net Assets

Down

$187,604

Down $109 (-0.1%) from 2021

Operations
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$28

Up $2 (+7.7%) from 2021

Expenses

Down

$137

Down $16,052 (-99%) from 2021

Net Income

Up

-$109

Up $16,054 (+99%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2019: $220,829Liabilities 2019: $30Net Assets 2019: $220,7992019Assets 2020: $203,876Liabilities 2020: $0Net Assets 2020: $203,8762020Assets 2021: $188,844Liabilities 2021: $1,131Net Assets 2021: $187,7132021Assets 2022: $188,735Liabilities 2022: $1,131Net Assets 2022: $187,6042022

Highlighted filing

2022

Assets$188,735
Liabilities$1,131
Net Assets$187,604
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $200,045Expenses 2019: $1,130Net Income 2019: $198,9152019Revenue 2020: $77Expenses 2020: $17,000Net Income 2020: -$16,9232020Revenue 2021: $26Expenses 2021: $16,189Net Income 2021: -$16,1632021Revenue 2022: $28Expenses 2022: $137Net Income 2022: -$1092022

Highlighted filing

2022

Revenue$28
Expenses$137
Net Income-$109
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$188,735
Liabilities
$1,131
Net assets
$187,604
Revenue
$28
Expenses
$137
Net income
-$109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.01$1.88$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.89$0.01$1.88$0.00$0.16$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.00$0.17$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$2.00$0.01$1.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 13, 2023
Return Version
2022v5.0
Gross Receipts
$28
Mission and Program Overview

Mission

To provide scholarships to students in the performing arts.

Program Services

DescriptionGrantsExpenses
Grants to scholarship programs at Bucknell University, CESASC, Cornell University--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa LuPresidentPT$0--
Loretta GriffithsVice PresidentPT$0--
Ronald YoungTreasurerPT$0--
Sarah XuSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Lisa Lu Foundation
EIN
47-1809673
Phone
3237887757
Address
8723 Cayucos Way, San Diego, CA 92129

Signing Officer

Name
Lisa Lu
Title
President
Phone
3237887757
Signed
2023-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Ronald T C Young CPA
Address
1268 Young St Ste 301, Honolulu, HI 96814-1801
Preparer
Ronald T C Young
Phone
8087818886
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

“Filing fees - annual report registration 137”

Form 990-EZ, Part II, Line 26, Liabilities

“Accounts payable Beginning of year 1,131, End of year 1,131”

Raw XML Appendix134 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/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092129
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0188844
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0188735
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-109
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0187604
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0187713
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Lu
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ronald Young
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0137
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarships to students in the performing arts.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to scholarship programs at Bucknell University, CESASC, Cornell University
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01131
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01131
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0137
IRS990EZ/TotalRevenueAmt028
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0200000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0200030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt0200030
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0200000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0200030
IRS990ScheduleA/TotalSupportAmt0200075
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Filing fees - annual report registration 137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts payable Beginning of year 1,131, End of year 1,131
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Lu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03237887757
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lisa Lu Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LISA
ReturnHeader/Filer/EIN0471809673
ReturnHeader/Filer/PhoneNum03237887757
ReturnHeader/Filer/USAddress/AddressLine1Txt08723 Cayucos Way
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092129
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0990168014
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01268 Young St Ste 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Honolulu
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0968141801
ReturnHeader/PreparerPersonGrp/PhoneNum08087818886
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald T C Young
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-13T04:03:42-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lu
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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