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Nonprofiteer
← WING LUKE MEMORIAL FOUNDATION

Form 990 for tax year 2023

Filed by WING LUKE MEMORIAL FOUNDATION.

Totals

Total revenue
$5,247,200
Total expenses
$5,816,827
Contributions and grants received
$4,618,282
Grants paid
$336,953
Program service revenue
$430,468
Investment income
$262,176
Other revenue
-$63,726
Total assets, end of year
$11,664,560
Total liabilities, end of year
$402,209
Net assets or fund balances, end of year
$11,262,351
Program services expenses (Part IX)
$4,518,619
Management and general expenses
$945,491
Fundraising expenses
$352,717
Program service expenses (Part III)
$4,518,619

Program services were 77.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $81,108

  • 1c · Fundraising events

    $241,283

  • 1e · Government grants (contributions)

    $912,835

  • 1f · All other contributions, gifts and grants

    $3,383,056

  • 1g · Noncash contributions included above

    $353,375

  • 2a · Program service revenue: ADMISSIONS

    total $396,408 · related or exempt $396,408

  • 2b · Program service revenue: GROUP EVENTS

    total $34,060 · related or exempt $34,060

  • 3 · Investment income

    total $220,035 · excluded $220,035

  • 6a · Gross rents

    real property $7,740

  • 6c · Rental income or loss

    real property $7,740

  • 6d · Net rental income or loss

    total $7,740 · excluded $7,740

  • 7a · Gross sales of assets other than inventory

    securities $4,491,533

  • 7b · Less cost or other basis and sales expenses

    securities $4,449,392

  • 7c · Gain or loss

    securities $42,141

  • 7d · Net gain or loss

    total $42,141 · excluded $42,141

  • 8a · Fundraising events: gross income

    $141,214

  • 8a · Fundraising events: contributions included on line 1c

    $241,283

  • 8b · Fundraising events: direct expenses

    $351,228

  • 8c · Net income from fundraising events

    total -$210,014

  • 9a · Gaming: gross income

    $20,000

  • 9b · Gaming: direct expenses

    $9,799

  • 9c · Net income from gaming

    total $10,201 · excluded $10,201

  • 10a · Gross sales of inventory

    $223,587

  • 10b · Cost of goods sold

    $113,582

  • 10c · Net income from sales of inventory

    total $110,005 · related or exempt $110,005

  • 11a · Other revenue: MISCELLANEOUS

    total $18,342 · excluded $18,342

  • 11e · Other revenue, total

    $18,342

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $336,953 · program services $336,953

  • 5 · Compensation of officers, directors and key employees

    total $494,708 · program services $183,107 · management and general $183,107 · fundraising $128,494

  • 7 · Other salaries and wages

    total $2,772,884 · program services $2,362,151 · management and general $234,217 · fundraising $176,516

  • 9 · Other employee benefits

    total $214,353 · program services $166,819 · management and general $27,352 · fundraising $20,182

  • 10 · Payroll taxes

    total $292,345 · program services $227,516 · management and general $37,304 · fundraising $27,525

  • 11b · Fees: legal

    total $19,129 · management and general $19,129

  • 11c · Fees: accounting

    total $29,660 · management and general $29,660

  • 11f · Fees: investment management

    total $42,235 · management and general $42,235

  • 11g · Fees: other

    total $607,216 · program services $463,185 · management and general $144,031

  • 12 · Advertising and promotion

    total $66,311 · program services $66,311

  • 13 · Office expenses

    total $39,980 · program services $35,580 · management and general $4,400

  • 14 · Information technology

    total $20,345 · program services $17,479 · management and general $2,866

  • 16 · Occupancy

    total $288,898 · program services $271,210 · management and general $17,688

  • 17 · Travel

    total $26,918 · program services $14,377 · management and general $12,541

  • 22 · Depreciation, depletion and amortization

    total $47,170 · program services $47,170

  • 24a · Other expenses: MATERIALS AND PRODUCTION

    total $278,961 · program services $228,326 · management and general $50,635

  • 24b · Other expenses: EQUIPMENT

    total $67,610 · program services $39,674 · management and general $27,936

  • 24c · Other expenses: BANK SERVICE CHARGES

    total $46,594 · management and general $46,594

  • 24d · Other expenses: LICENSES, PERMITS, TAXES

    total $41,293 · program services $33,615 · management and general $7,678

  • 24e · All other expenses

    total $83,264 · program services $25,146 · management and general $58,118

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,271,251 · end of year $307,970

  • 2 · Savings and temporary cash investments

    beginning of year $1,123,920 · end of year $2,628,259

  • 3 · Pledges and grants receivable

    beginning of year $1,942,737 · end of year $1,343,961

  • 4 · Accounts receivable

    beginning of year $31,076 · end of year $35,827

  • 8 · Inventories for sale or use

    beginning of year $76,859 · end of year $108,142

  • 9 · Prepaid expenses and deferred charges

    beginning of year $62,766 · end of year $40,660

  • 10a · Land, buildings and equipment: cost or other basis

    $889,781

  • 10b · Land, buildings and equipment: accumulated depreciation

    $593,579

  • 10c · Land, buildings and equipment, net

    beginning of year $193,740 · end of year $296,202

  • 11 · Investments: publicly traded securities

    beginning of year $6,718,119 · end of year $6,903,539

  • 17 · Accounts payable and accrued expenses

    beginning of year $370,932 · end of year $357,367

  • 19 · Deferred revenue

    beginning of year $36,760 · end of year $39,992

  • 21 · Escrow or custodial account liability

    beginning of year $4,850 · end of year $4,850

  • 27 · Net assets without donor restrictions

    beginning of year $8,316,965 · end of year $8,579,461

  • 28 · Net assets with donor restrictions

    beginning of year $2,690,961 · end of year $2,682,890

Mission and programs · 2023

Mission

WE CONNECT EVERYONE TO THE DYNAMIC HISTORY, CULTURES, AND ART OF ASIAN AMERICANS, NATIVE HAWAIIANS, AND PACIFIC ISLANDERS THROUGH VIVID STORYTELLING AND INSPIRING EXPERIENCES TO ADVANCE RACIAL AND SOCIAL EQUITY.

  • WE CONNECT EVERYONE TO THE DYNAMIC HISTORY, CULTURES, AND ART OF ASIAN AMERICANS, NATIVE HAWAIIANS, AND PACIFIC ISLANDERS THROUGH VIVID STORYTELLING AND INSPIRING EXPERIENCES TO ADVANCE RACIAL AND SOCIAL EQUITY.

    Expenses $4,518,619 · Grants $336,953 · Revenue $540,473

As filed on the 2023 return.

Listed in Part VII

  • Jol B Tan

    EXECUTIVE DI

    Total calculated
    $193,769
    From this org
    $183,753
    From related orgs
    $0
    Other
    $10,016
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,753
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $10,016
    Filer's total
    $193,769

  • Cassandra Chinn

    DEPUTY EXEC

    Total calculated
    $177,478
    From this org
    $168,194
    From related orgs
    $0
    Other
    $9,284
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,194
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $9,284
    Filer's total
    $177,478

  • Monica Day

    FINANCE DIRE

    Total calculated
    $141,141
    From this org
    $141,141
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Mercedes Luna

    DIR. INDIVID

    Total calculated
    $103,258
    From this org
    $100,239
    From related orgs
    $0
    Other
    $3,019
    Hours/week
    40

  • Ellen Ferguson

    CO-PRESIDENT

    Total calculated
    $0
    Hours/week
    6 + 0.5 related

  • Jill Nishi

    CO-PRESIDENT

    Total calculated
    $0
    Hours/week
    6 + 0.5 related

  • Diane Sugimura

    CO-VICE PRES

    Total calculated
    $0
    Hours/week
    5 + 0.5 related

  • Katherine Cheng

    CO-VICE PRES

    Total calculated
    $0
    Hours/week
    5 + 0.5 related

  • Mimi Gan

    SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 0.5 related

  • Sai Chaleunphonh

    TREASURER

    Total calculated
    $0
    Hours/week
    6 + 0.5 related

  • Adriel Tam

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5 + 0.5 related

  • Chera Amlag

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Gloria Lung Wakayama

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6 + 0.5 related

  • Holly Nguyen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Jamie Ford

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Julien Loh

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Mark Takagi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Maya Mendoza-Exstrom

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5 + 0.5 related

  • Michael Myint

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 0.5 related

  • Midori Matsui

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5 + 0.5 related

  • Nanette Fok

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6 + 0.5 related

  • Pat Norikane Logerwell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Paul Mar

    TRUSTEE (END

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Rachael Kitagawa

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Savitha Reddy Pathi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Shannon Lee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Tera Beach

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Victor Mizumori

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 0.5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
10 March 2025
IRS schema version
2023v6.0
Source object
202530739349300943

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