Civic Intelligence

Lisa Lu Foundation

990EZ • Fiscal year 2020 • EIN 47-1809673

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 14, 2021

Organization ProfileN/A
8723 Cayucos WaySan Diego, CA 92129

(323) 788-7757

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-21978%

Higher net margin than 1% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.7%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$203,876

Down $16,953 (-7.7%) from 2019

Net Assets

Down

$203,876

Down $16,923 (-7.7%) from 2019

Liabilities

Down

$0

Down $30 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$77

Down $199,968 (-100%) from 2019

Expenses

Up

$17,000

Up $15,870 (+1404%) from 2019

Net Income

Down

-$16,923

Down $215,838 (-109%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2020

Assets$203,876
Liabilities$0
Net Assets$203,876
Open 2020 Filing

Operations Trend

Revenue Growth2nd percentile

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

2020

Revenue$77
Expenses$17,000
Net Income-$16,923
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 14, 2021
Return Version
2020v4.1
Gross Receipts
$77
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$16,900-
Compensation and Service Providers
Top Officer Pay76th percentile

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 President
Title
101321
Signed
2021-10-14
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Scholarship, Grantee Bucknell University One Dent Drive Lewisburg PA 17837, Cash Grant 6,000, Relationship Donor”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Scholarship, Grantee Cornell University 600 First Street SW Mount Vernon IA 52314, Cash Grant 6,000, Relationship Donor”

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Sarah Xu
IRS990EZ/BooksInCareOfDetail/PhoneNum08583454669
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08723 Cayucos Wau
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092129
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0220799
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0203876
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt030
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16923
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0220799
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0203876
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016900
IRS990EZ/GrossReceiptsAmt077
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt047
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0220799
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0203876
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0220799
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0203876
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3005.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Lu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Loretta Griffiths
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ronald Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sarah Xu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarships to students in the performing arts.
IRS990EZ/PrintingPublicationsPostageAmt0100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to scholarship programs at Bucknell University, CESASC, Cornell University
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt017000
IRS990EZ/TotalRevenueAmt077
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0200000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0230030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt045
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt0230030
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0200000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0230030
IRS990ScheduleA/TotalSupportAmt0230075
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/ExplanationTxt0Activity Scholarship, Grantee Bucknell University One Dent Drive Lewisburg PA 17837, Cash Grant 6,000, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarship, Grantee Cornell University 600 First Street SW Mount Vernon IA 52314, Cash Grant 6,000, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Lu President
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0101321
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-14
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/PreparerFirmName/BusinessNameLine1Txt0Ronald T C Young CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01268 Young St Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Honolulu
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096814
ReturnHeader/PreparerPersonGrp/PhoneNum08087818886
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald T C Young
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-14T03:14:48-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lu
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$203,876
Liabilities
$0
Net assets
$203,876
Revenue
$77
Expenses
$17,000
Net income
-$16,923
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