Lisa Lu Foundation (EIN 471809673) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Phone

3237887757

Tax Period

2019-01-01 to 2019-12-31

Lisa Lu Foundation, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $200K in total revenue in fiscal year 2019. The organization ran a surplus of $199K, a strong 99% operating margin.

Mission

To promote economic, educational and networking support to students and cultural and art organizations to nuture innovative talents for the motion picture industry, and preserve traditional Chinese culture and arts.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $200,000

Program Service Revenue $0

Investment Income $45

Other Revenue $0

TOTAL REVENUE $200,045

Expense Breakdown

Grants Paid $1,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,100

Other Expenses $30

TOTAL EXPENSES $1,130

Year-over-Year Comparison

	2019	2018	Change
Revenue	$200,045	N/A	N/A
Expenses	$1,130	N/A	N/A
Net Income	$198,915	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Lu	President	005.00	Officer Director	$0	$0	$0
Loretta Griffiths	Vice President	005.00	Officer Director	$0	$0	$0
Ronald T C Young	Treasurer	005.00	Officer Director	$0	$0	$0
Sarah Xu	Secretary	005.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2019	$200,045	$1,130	$220,829	$198,915

Lisa Lu Foundation