Civic Intelligence

Lisa Lu Foundation

990EZ • Fiscal year 2021 • EIN 47-1809673

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 11, 2022

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

62nd percentile

0.01x

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

2021 filings • 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.

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

Net Margin

1st percentile

-62165%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

29th percentile

-7.4%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

11th percentile

-66%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$188,844

Down $15,032 (-7.4%) from 2020

Net Assets

Down

$187,713

Down $16,163 (-7.9%) from 2020

Liabilities

Up

$1,131

Up $1,131 from 2020

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$26

Down $51 (-66%) from 2020

Expenses

Down

$16,189

Down $811 (-4.8%) from 2020

Net Income

Up

-$16,163

Up $760 (+4.5%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2021

Assets$188,844
Liabilities$1,131
Net Assets$187,713
Open 2021 Filing

Operations Trend

Revenue Growth11th 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

2021

Revenue$26
Expenses$16,189
Net Income-$16,163
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 11, 2022
Return Version
2021v4.2
Gross Receipts
$26
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 Pay77th 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
Title
President
Phone
3237887757
Signed
2022-10-11
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 Grant, Grantee Bucknell University One Dent Drive Lewisburg PA 17837, Cash Grant 6,000, Relationship”

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

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

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

“Filing fee - Annual report 50”

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

“Accounts payable Beginning of year 0, End of year 1,131”

Raw XML Appendix140 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/BOYAmt0203876
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0188844
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-16163
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01131
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0203876
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0188844
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015000
IRS990EZ/GrossReceiptsAmt026
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt026
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0203876
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0187713
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0203876
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0187713
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/OtherExpensesTotalAmt050
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarships to students in the performing arts.
IRS990EZ/PrintingPublicationsPostageAmt08
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to scholarship programs at Bucknell University, CESASC, Cornell University
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01131
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt016189
IRS990EZ/TotalRevenueAmt026
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0200000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0200030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt0200030
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0200000
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/ExplanationTxt0Activity Grant, Grantee Bucknell University One Dent Drive Lewisburg PA 17837, Cash Grant 6,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Grant, Grantee Cornell University 600 First Street SW Mount Vernon IA 52314, Cash Grant 6,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Filing fee - Annual report 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts payable Beginning of year 0, End of year 1,131
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Lu
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03237887757
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-11
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/PreparerFirmEIN0990168013
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/PreparationDt02022-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald T C Young
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-10-11T10:21:40-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lisa
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lu
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$188,844
Liabilities
$1,131
Net assets
$187,713
Revenue
$26
Expenses
$16,189
Net income
-$16,163
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