Philanthropy & Grantmaking
(T20)
990 on File
LU FAMILY FOUNDATION
Financial strength (30%)
67/100
Reliability (20%)
55/100
Effectiveness (25%)
51/100
Impact (25%)
No data yet
CharityAI™ Score
Not yet evaluated
Financial Overview — FY 2025
$-48,697
Total Revenue
$10K
Total Expenses
$239K
Net Assets
N/A
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio
99.0%
Fundraising Efficiency
N/A
Operating Reserve
298.90x
Liability-to-Asset
3.4%
Revenue Diversification
N/A
Executive Compensation
$0
Compared with Peers
FY 2025
Compared with 11,336 similar organizations
(United States, Philanthropy & Grantmaking, under $100K in expenses), FY 2025.
This organization
Middle half of peers (P25–P75)
Peer median
| Ratio | This org | Peer median | Position (P10 → P90) | |
|---|---|---|---|---|
|
Program expense ratio
Program expenses / total expenses
· higher is better
|
99.0% | 86.1% |
P10P90
|
Top quarter |
|
Operating reserve
Months of expenses covered by net assets
· higher is better
|
298.9 mo | 119.9 mo |
P10P90
|
Top quarter |
|
Liabilities to assets
Total liabilities / total assets
· lower is better
|
3.4% | 0.0% |
P10P90
|
Bottom quarter |
|
Revenue growth
Year over year revenue growth
|
69.8% | 5.1% |
P10P90
|
|
|
Expense growth
Year over year expense growth
|
8.4% | 2.6% |
P10P90
|
|
|
Surplus margin
Surplus as a share of revenue
|
119.7% | 11.2% |
P10P90
|
Financial History
| Year | Revenue | Expenses | Net Assets | Program % | Staff |
|---|---|---|---|---|---|
| 2025 | $-48,697 | $10K | $239K | 99.0% | — |
| 2024 | $-28,683 | $9K | $297K | 99.8% | — |
| 2023 | $-123,232 | $9K | $335K | 46.7% | — |
| 2022 | $-620 | $14K | $467K | 9.0% | — |
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