Civic Intelligence

Springer-Lu Family Foundation

990PF • Fiscal year 2020 • EIN 85-6466998

Aug 15, 2020 to Dec 31, 2020 • Filed on Oct 14, 2021

Organization Profile
36 Woodman RoadChestnut Hill, MA 02467

(617) 212-3757

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

$8,885,920

No earlier filing loaded for comparison.

Net Assets

$8,885,920

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin98th percentile

Revenue

$8,886,520

No earlier filing loaded for comparison.

Expenses

$600

No earlier filing loaded for comparison.

Net Income

$8,885,920

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.

$20M$15M$10M$5.0M$0Assets 2020: $8,885,920Liabilities 2020: $0Net Assets 2020: $8,885,9202020Assets 2021: $15,587,800Liabilities 2021: $1Net Assets 2021: $15,587,8002021Assets 2022: $14,270,207Liabilities 2022: $1Net Assets 2022: $14,270,2072022Assets 2023: $14,114,629Liabilities 2023: $1Net Assets 2023: $14,114,6292023Assets 2024: $14,185,529Liabilities 2024: $0Net Assets 2024: $14,185,5292024

Highlighted filing

2020

Assets$8,885,920
Liabilities$0
Net Assets$8,885,920
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2020: $8,886,520Expenses 2020: $600Net Income 2020: $8,885,9202020Revenue 2021: $7,208,239Expenses 2021: $506,359Net Income 2021: $6,701,8802021Revenue 2022: -$932,703Expenses 2022: $384,890Net Income 2022: -$1,317,5932022Revenue 2023: $584,081Expenses 2023: $739,659Net Income 2023: -$155,5782023Revenue 2024: $826,400Expenses 2024: $755,500Net Income 2024: $70,9002024

Highlighted filing

2020

Revenue$8,886,520
Expenses$600
Net Income$8,885,920
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 15, 2020 to Dec 31, 2020
Signed
Oct 14, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHAFEN LUTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Springer-lu Family Foundation
EIN
85-6466998
Phone
6172123757
Address
36 WOODMAN ROAD, CHESTNUT HILL, MA 02467

Signing Officer

Name
Chafen Lu
Title
Trustee
Phone
6172123757
Signed
2021-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Davies & Monahan Pc
Address
1 BATTERYMARCH PARK STE 101, QUINCY, MA 02169-7454
Preparer
Suzanne M Monahan
Phone
6177699600
Raw XML Appendix334 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023917
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TAS PARTNERS LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHAFEN LU
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1CHAFEN LU
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt036 WOODMAN ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt136 WOODMAN ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt236 WOODMAN ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHESTNUT HILL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1CHESTNUT HILL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2CHESTNUT HILL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002467
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd102467
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd202467
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06263800
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12625055
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2600
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum42
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01449375
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11502925
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt21836900
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt31474600
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt42625055
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc015000 SHARES OF MODERNA INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc115000 SHARES OF MODERNA INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc215000 SHARES OF MODERNA INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc310000 SHARES OF MODERNA INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc417000 SHARES OF MODERNA INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-11-20
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-11-23
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22020-11-27
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32020-11-30
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42020-12-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FILING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0600
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHAFEN LU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172123757
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPRINGER-LU FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHAFEN LU TTEE
ReturnHeader/Filer/BusinessNameControlTxt0SPRI
ReturnHeader/Filer/EIN0856466998
ReturnHeader/Filer/PhoneNum06172123757
ReturnHeader/Filer/USAddress/AddressLine1Txt036 WOODMAN ROAD
ReturnHeader/Filer/USAddress/CityNm0CHESTNUT HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002467
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043245662
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIES & MONAHAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 BATTERYMARCH PARK STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021697454
ReturnHeader/PreparerPersonGrp/PhoneNum06177699600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE M MONAHAN
ReturnHeader/ReturnTs02021-10-14T13:16:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHAFEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LU
ReturnHeader/TaxPeriodBeginDt02020-08-15
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,885,920
Liabilities
$0
Net assets
$8,885,920
Revenue
$8,886,520
Expenses
$600
Net income
$8,885,920
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$0.83$0.76$0.07
2023Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.58$0.74$0.16
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.00$14.3$0.93$0.38$1.32
2021Detailed filing. Detailed filing data is available for this year.$15.6$0.00$15.6$7.21$0.51$6.70
2020Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$8.89$0.00$8.89