To promote and advance quality health and education for all.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
$71K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $419K a year · 21% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$71K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
7 mo
of spending, in cash
Plus $11.4M in investments, Pt X · Ln 11–13
Looks good: 6.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $309
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4K
0.03% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
Spent
$2.3M
To programs
95%
Net assets
$12.7M
By yearFY2020–FY2024
Revenue
$2.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.4M
FY2021$1.9M
FY2022$1.9M
FY2023$2.0M
FY2024$1.8M
Expenses
$2.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.3M
FY2021$2.3M
FY2022$2.6M
FY2023$2.3M
FY2024$2.6M
Net assets
$12.7M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$12.7M
FY2021$13.3M
FY2022$10.8M
FY2023$11.5M
FY2024$10.9M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $2.1M Management & general 5% · $108K Fundraising 0% · $5K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $71K paid to officers and key staff.

Part VII, Section A · reportable compensation
VP & Director of Program Ops
$70,554Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A

Rachel Allen’s $99K as Executive Director is at the 49th percentile of top reported officer pay among 1636 $1–10M religion nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Rachel Allen$99,366$83,521$75,229$70,330$70,554

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Sheng-Yen Lu Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Improves health and education for everyone.

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Provided by the organization

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3 programs · $2.0M · in their own filed words · FY2020
01

Sheng-yen lu foundation operates two funds to address emerging challenges faced by immigrant and refugee communities. In the face of a global pandemic, emergency resources were directed to support COVID-19 responses, which included access to ppe, testing, education and outreach, and other health access needs.

$1.4Mprogram expense
02

Sheng-yen lu foundation made 12 education grants in 2020 as follows: 1) cisc's early learning program; 2) college possible's college persistence program ensuring high school graduation and college success; 3) denise louie education center for supporting quality early education for children from immigrant and refugee families; 4) east…

$352Kprogram expense
03

Sheng-yen lu foundation made 9 health care grants in 2020 as follows: 1) asian counseling and referral service; 2) healthpoint community health center; 3) international community health services; 4) kin on health care center; 5) neighborcare community health center; 6) open arms perinatal services; 7) project access northwest; 8)…

$264Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$309
Grants paid · 349 grants · $10.1M · 2020–2024
Byrd Barr PlaceWA · FY2024$125,000
Unitemized GrantFY2024$91,195
HealthpointWA · FY2024$90,000
Together CenterWA · FY2024$50,000
Kin on Health Care CenterWA · FY2024$41,000
OneamericaWA · FY2024$40,000
Global Perinatal ServicesWA · FY2024$36,896
KandeliaWA · FY2024$36,000
See all 349 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$1.9M
Investment incomeLn 3$542K
Money outPt IX
$2.3M
Ln 25
Programscol B$2.1M
Managementcol C$108K
Fundraisingcol D$5K
Owns and owesPt X
$12.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$12.7M
LiabilitiesLn 26$4K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Noncash giftsLn 1g$5K
Investment incomeLn 3$542K
Gains on assetsLn 7$376K
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
CashLn 1$833K
SavingsLn 2$465K
Cash and savings togetherLn 1–2$1.3M
InvestmentsLn 11–13$11.4M
Other assetsLn 15$3K
Total assetsLn 16$12.7M
LiabilitiesLn 26$4K
Net assetsLn 32$12.7M
OperationsPt I, VI
EmployeesI 52
VolunteersI 615
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.5M$1.3M
InvestmentsLn 11–13$10.1M$11.4M
Total assetsLn 16$11.7M$12.7M
LiabilitiesLn 26$4K$4K
Net assetsLn 32$11.7M$12.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.9M$1.9M
Grants to domestic individualsLn 2$83K$83K
Pay of current officers, directors and key staffLn 5$71K$71K
Other salaries and wagesLn 7$21K$12K$9K
Other employee benefitsLn 9$3K$3K
Payroll taxesLn 10$8K$7K$770
Legal feesLn 11b$884$884
Accounting feesLn 11c$6K$6K
Investment management feesLn 11f$67K$67K
Office expensesLn 13$4K$2K$2K$407
Information technologyLn 14$21K$21K
OccupancyLn 16$41K$16K$21K$4K
TravelLn 17$2K$2K$259
Conferences, conventions and meetingsLn 19$5K$5K
InsuranceLn 23$2K$911$455$911
Other expenses (24a–d)Ln 24$5K$4K$959
Total functional expensesLn 25$2.3M$2.1M$108K$5K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.8M$2.6M−$805K$10.9M 990 PDF
FY2023 $2.0M$2.3M−$280K$11.5M 990 PDF
FY2022 $1.9M$2.6M−$712K$10.8M 990 PDF
FY2021 $1.9M$2.3M−$454K$13.3M 990 PDF
FY2020 Viewing $2.4M$2.3M$156K$12.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $2,412,683 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,453,371$1,871,139
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $487,853$541,544
I-11 Other revenuePrior year $4,143$0
I-12 Total revenuePrior year $1,945,367$2,412,683
I-13 Grants and similar amounts paidPrior year $938,050$1,998,279
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $52,399$102,842
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $172,174$155,509
I-18 Total expensesPrior year $1,162,623$2,256,630
I-19 Revenue less expensesPrior year $782,744$156,053
Part VI · Governance 7 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $2,412,683 across 6 lines filed
VIII-1f All other contributions, gifts and grants$1,871,139
VIII-1g Noncash contributions (included above)$4,810
VIII-1h Total contributions, gifts and grants$1,871,139
VIII-3 Investment incomeExcluded from tax $165,592$165,592
VIII-7 Net gain or loss on sales of assetsExcluded from tax $375,952$375,952
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $541,544$2,412,683
Part IX · Statement of functional expenses $2,256,630 across 16 lines filed
IX-1 Grants to domestic organizationsPrograms $1,915,384$1,915,384
IX-2 Grants to domestic individualsPrograms $82,895$82,895
IX-5 Pay of current officers, directors and key staffPrograms $70,554$70,554
IX-7 Other salaries and wagesPrograms $11,951 · Management $9,167$21,118
IX-9 Other employee benefitsPrograms $3,472$3,472
IX-10 Payroll taxesPrograms $6,928 · Management $770$7,698
IX-11b Legal feesManagement $884$884
IX-11c Accounting feesManagement $5,575$5,575
IX-11f Investment management feesManagement $67,336$67,336
IX-13 Office expensesPrograms $2,225 · Management $1,864 · Fundraising $407$4,496
IX-14 Information technologyPrograms $21,067$21,067
IX-16 OccupancyPrograms $16,451 · Management $20,564 · Fundraising $4,113$41,128
IX-17 TravelPrograms $1,572 · Management $259$1,831
IX-19 Conferences, conventions and meetingsPrograms $5,457$5,457
IX-23 InsurancePrograms $911 · Management $455 · Fundraising $911$2,277
IX-24 Other expenses (24a–d)Programs $4,499 · Management $959$5,458
IX-25 Total functional expensesPrograms $2,143,366 · Management $107,833 · Fundraising $5,431$2,256,630
Part X · Balance sheet $12,658,856 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $303,365$832,941
X-2 Savings and temporary cash investmentsStart of year $1,230,080$465,388
X-3 Pledges and grants receivableStart of year $20,992−$20,554
X-9 Prepaid expenses and deferred chargesStart of year $1,884$1,960
X-11 Publicly traded securitiesStart of year $10,142,729$11,375,774
X-15 Other assetsStart of year $6,844$3,347
X-16 Total assetsStart of year $11,705,894$12,658,856
X-17 Accounts payable and accrued expensesStart of year $4,000$4,000
X-26 Total liabilitiesStart of year $4,000$4,000
X-27 Net assets without donor restrictionsStart of year $11,701,894$12,654,856
X-32 Total net assets or fund balancesStart of year $11,701,894$12,654,856
X-33 Total liabilities and net assetsStart of year $11,705,894$12,658,856
Part XI · Reconciliation of net assets $12,654,856 net assets at year end
XI-1 Total revenue$2,412,683
XI-2 Total expenses$2,256,630
XI-3 Revenue less expenses$156,053
XI-4 Net assets at start of year$11,701,894
XI-5 Net unrealized gains (losses) on investments$796,909
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$12,654,856

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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