Totals
- Total revenue
- $6,817,463
- Total expenses
- $6,754,645
- Contributions and grants received
- $5,408,424
- Grants paid
- $0
- Program service revenue
- $494,163
- Investment income
- $762,921
- Other revenue
- $151,955
- Total assets, end of year
- $29,237,669
- Total liabilities, end of year
- $507,527
- Net assets or fund balances, end of year
- $28,730,142
- Program services expenses (Part IX)
- $5,118,014
- Management and general expenses
- $1,359,593
- Fundraising expenses
- $277,038
- Program service expenses (Part III)
- $5,118,014
Program services were 75.8% 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.
-
1e · Government grants (contributions)
$2,735,654
-
1f · All other contributions, gifts and grants
$2,672,770
-
2a · Program service revenue: TUITION AND FEES
total $494,163 · related or exempt $494,163
-
3 · Investment income
total $670,894 · excluded $670,894
-
6a · Gross rents
real property $130,784
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $130,784
-
6d · Net rental income or loss
total $130,784 · excluded $130,784
-
7a · Gross sales of assets other than inventory
securities $2,254,679
-
7b · Less cost or other basis and sales expenses
securities $2,162,652
-
7c · Gain or loss
securities $92,027
-
7d · Net gain or loss
total $92,027 · related or exempt $92,027
-
11a · Other revenue: REBATES FOR TECHNOLOGY, COMMUNICA
total $11,577 · related or exempt $11,577
-
11b · Other revenue: INSURANCE PROCEEDS
total $7,868 · related or exempt $7,868
-
11c · Other revenue: MISCELLANEOUS
total $1,726 · related or exempt $1,726
-
11e · Other revenue, total
$21,171
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $311,699 · management and general $187,019 · fundraising $124,680
-
7 · Other salaries and wages
total $3,716,988 · program services $2,994,436 · management and general $639,798 · fundraising $82,754
-
9 · Other employee benefits
total $866,989 · program services $652,352 · management and general $171,271 · fundraising $43,366
-
11b · Fees: legal
total $16,600 · management and general $16,600
-
11c · Fees: accounting
total $32,100 · management and general $32,100
-
11g · Fees: other
total $122,291 · program services $87,818 · management and general $34,473
-
16 · Occupancy
total $159,859 · program services $155,005 · management and general $4,854
-
22 · Depreciation, depletion and amortization
total $362,273 · program services $362,273
-
23 · Insurance
total $111,427 · program services $28,872 · management and general $82,555
-
24a · Other expenses: COMPUTER SERVICES AND E
total $252,178 · program services $245,294 · management and general $5,639 · fundraising $1,245
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $229,077 · program services $229,077
-
24c · Other expenses: STAFF TRAINING
total $176,752 · program services $142,918 · management and general $29,736 · fundraising $4,098
-
24d · Other expenses: GENERAL SUPPLIES
total $129,365 · program services $126,351 · management and general $2,525 · fundraising $489
-
24e · All other expenses
total $267,047 · program services $93,618 · management and general $153,023 · fundraising $20,406
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $100 · end of year $100
-
2 · Savings and temporary cash investments
beginning of year $3,866,201 · end of year $4,387,218
-
3 · Pledges and grants receivable
beginning of year $1,123,392 · end of year $1,091,991
-
4 · Accounts receivable
beginning of year $42,101 · end of year $85,337
-
9 · Prepaid expenses and deferred charges
beginning of year $131,875 · end of year $134,984
-
10a · Land, buildings and equipment: cost or other basis
$14,463,556
-
10b · Land, buildings and equipment: accumulated depreciation
$7,549,617
-
10c · Land, buildings and equipment, net
beginning of year $7,065,320 · end of year $6,913,939
-
11 · Investments: publicly traded securities
beginning of year $14,383,359 · end of year $16,448,891
-
15 · Other assets
beginning of year $265,803 · end of year $175,209
-
17 · Accounts payable and accrued expenses
beginning of year $184,331 · end of year $507,527
-
27 · Net assets without donor restrictions
beginning of year $19,976,269 · end of year $17,631,019
-
28 · Net assets with donor restrictions
beginning of year $6,717,551 · end of year $11,099,123
Mission and programs · 2023
Mission
TO TRANSFORM EDUCATION BY STARTING YOUNG, INVOLVING PARENTS, AND CREATING LEARNING ENVIRONMENTS TO INSPIRE CHILDREN FROM DIVERSE CULTURAL AND ECONOMIC BACKGROUNDS.
-
LUMIN EDUCATION WAS FOUNDED IN 1978 AND SERVES MORE THAN 500 CHILDREN AND THEIR PARENTS IN THESE PROGRAMS: 1) PREGNANCY TO AGE 3 (P-3) HOME VISITING PARENT EDUCATION PROGRAM, 2) DAILY MONTESSORI CLASSES FOR CHILDREN AGES 1 TO 5 (B4SIX CLASSROOM PROGRAM), AND 3) DAILY MONTESSORI CLASSES FOR CHILDREN AGES 6 TO 9 (ELEMENTARY CLASSROOM PROGRAM). IN SPITE OF GROWING UP IN NEIGHBORHOODS THAT STRUGGLE WITH POVERTY, ILLITERACY, AND HIGH DROPOUT RATES, 96% OF LUMIN'S THIRD GRADE ALUMNI HAVE SUCCESSFULLY COMPLETED HIGH SCHOOL OR EARNED A G.E.D. AND 89% ATTEND COLLEGE.
Expenses $5,118,014 · Revenue $607,361
As filed on the 2023 return.
Listed in Part VII
-
Mike BirrerMIKE BIRRER
TREASURER/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael GilesMICHAEL GILES
PRESIDENT/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary Caroline ParkerMARY CAROLINE PARKER
SECRETARY/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John H FullinwiderJOHN H FULLINWIDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amrit KirpalaniAMRIT KIRPALANI
VICE-PRES/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rosa M HernandezROSA M HERNANDEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bob MarshallBOB MARSHALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carolyn SellsCAROLYN SELLS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff SullivanJEFF SULLIVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ericka VenturaERICKA VENTURA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terry N FordTERRY N FORD
EXECUTIVE DIRECTOR
- Total calculated
- $161,681
- From this org
- $139,307
- From related orgs
- $0
- Other
- $22,374
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,307
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $22,374
- Filer's total
- $161,681
-
Jodi M CampbellJODI M CAMPBELL
COO
- Total calculated
- $150,018
- From this org
- $130,063
- From related orgs
- $0
- Other
- $19,955
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,063
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $19,955
- Filer's total
- $150,018
-
Dionne KirbyDIONNE KIRBY
PRINCIPAL EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
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 · 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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520279349301597
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