Civic Intelligence

Amy and Joseph Wu Family Foundation

EIN 92-1003844 • La Jolla, CA

5666 La Jolla Blvd 335La Jolla, CA 92037
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2025

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

95th percentile

144%

Faster asset growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

188%

Faster revenue growth than 94% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$486,571

Up $287,281 (+144%) from 2024

Liabilities

Up

$2

Up $2 from 2024

Net Assets

Up

$486,569

Up $287,279 (+144%) from 2024

Revenue

Up

$341,335

Up $222,981 (+188%) from 2024

Expenses

Up

$54,056

Up $20,160 (+59%) from 2024

Net Income

Up

$287,279

Up $202,821 (+240%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2023: $114,942Liabilities 2023: $0Net Assets 2023: $114,9422023Assets 2024: $199,290Liabilities 2024: $0Net Assets 2024: $199,2902024Assets 2025: $486,571Liabilities 2025: $2Net Assets 2025: $486,5692025

Highlighted filing

2025

Assets$486,571
Liabilities$2
Net Assets$486,569

Operations Trend

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

$400K$300K$200K$100K$0Revenue 2023: $137,816Expenses 2023: $22,874Net Income 2023: $114,9422023Revenue 2024: $118,354Expenses 2024: $33,896Net Income 2024: $84,4582024Revenue 2025: $341,335Expenses 2025: $54,056Net Income 2025: $287,2792025

Highlighted filing

2025

Revenue$341,335
Expenses$54,056
Net Income$287,279

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH S WUCFOPT$0--
AMY C WUPresident-$0--
Filing and Contact Details

Filer

Filer Name
Amy and Joseph Wu Family Foundation
EIN
92-1003844
Phone
8584548588
Address
5666 La Jolla Blvd 335, La Jolla, CA 92037

Signing Officer

Name
Joseph S Wu
Title
CFO
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Lily Tax Inc
Address
5850 Oberlin Dr Ste 240, San Diego, CA 92121
Preparer
Chris Nelson CPA
Phone
8582637488
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees & registration
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt08691
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08691
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Fundraising Events
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Government Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Watch Party Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt03533
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2950
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3441
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03533
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2950
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3441
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02
TaxesSchedule/TaxesDetail/Amt0365
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0365
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH S WU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Amy and Joseph Wu Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AMYA
ReturnHeader/Filer/EIN0921003844
ReturnHeader/Filer/PhoneNum08584548588
ReturnHeader/Filer/USAddress/AddressLine1Txt05666 La Jolla Blvd 335
ReturnHeader/Filer/USAddress/CityNm0La Jolla
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0932943878
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lily Tax Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05850 Oberlin Dr Ste 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092121
ReturnHeader/PreparerPersonGrp/PhoneNum08582637488
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Chris Nelson CPA
ReturnHeader/ReturnTs02025-11-17T16:29:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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