LUMIBILITY INC (EIN 066011353) - 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

1957

Legal Domicile

Principal Officer

DENISE DAVIAU

Phone

8603991888

Tax Period

2024-07-01 to 2025-06-30

LUMIBILITY INC, founded in 1957, is a mid-sized nonprofit in the Employment sector that reported $16.1M in total revenue in fiscal year 2024. Expenses of $14.4M left a modest 11% surplus.

Mission

LUMIBILITY, INC. IS COMMITTED TO PROVIDING ADVOCACY, SERVICES, AND SUPPORTS FOR PEOPLE WITH INTELLECTUAL AND OTHER DISABILITIES ALONG WITH PROMOTING OPPORTUNITIES FOR FULL INCLUSION IN THEIR COMMUNITIES. OUR GOAL IS TO ENHANCE SKILLS AND ENRICH LIVES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,404,183

Program Service Revenue $13,991,927

Investment Income $685,468

Other Revenue $39,456

TOTAL REVENUE $16,121,034

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,960,184

Fundraising Expenses $0

Program Expenses $12,215,713

Other Expenses $3,404,283

TOTAL EXPENSES $14,364,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,121,034	$15,004,252	+0.1%
Expenses	$14,364,467	$14,466,172	0.0%
Net Income	$1,756,567	$538,080	+2.3%

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

216

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

$429,956

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENISE DAVIAU	CEO	40.00	Officer	$215,273	$21,140	$236,413
DOUG ARDREY	CFO	40.00	Officer	$164,675	$28,868	$193,543
CHRISTOPHER LOFARO	DIRECTOR	1.00	Director	$0	$0	$0
KAREN GERBOTH	DIRECTOR	1.00	Director	$0	$0	$0
LUIS OLMO-RIVERA	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH BEAUMONT	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE WASIKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA DUNN	PRESIDENT	1.00	Officer Director	$0	$0	$0
COLIN DUGAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SUZANNE WALSH ERNO	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES BARON	SECRETARY	1.00	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
2025	$16,121,034	$14,364,467	$13,157,223	$1,756,567
2024	$15,004,252	$14,466,172	$11,884,496	$538,080
2023	$13,176,497	$12,694,674	$10,954,286	$481,823
2022	$11,472,954	$11,364,026	$7,837,634	$108,928
2021	$12,212,686	$10,935,842	$8,388,396	$1,276,844
2020	$9,379,589	$9,444,269	$6,555,105	$-64,680
2019	$8,742,164	$7,915,719	$5,936,854	$826,445
2018	$8,128,378	$7,930,107	$5,203,874	$198,271

LUMIBILITY INC