LUMEN CHRISTI INSTITUTE (EIN 364191992) - 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

1997

Legal Domicile

Principal Officer

DANIEL L WASSERMAN-SOLER

Phone

7739555887

Tax Period

2022-07-01 to 2023-06-30

LUMEN CHRISTI INSTITUTE, founded in 1997, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2022. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $702K, a strong 19% operating margin.

Mission

SEE PART III LINE 1

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,536,148

Program Service Revenue $89,251

Investment Income $32,827

Other Revenue $0

TOTAL REVENUE $3,658,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $911,384

Fundraising Expenses $319,320

Program Expenses $2,603,437

Other Expenses $2,045,222

TOTAL EXPENSES $2,956,606

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,658,226	$2,493,636	+0.5%
Expenses	$2,956,606	$1,795,108	+0.6%
Net Income	$701,620	$698,528	+0.0%

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

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

$99,346

Total Directors

Key Employees

$188,572

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL J WASSERMAN-SOLER	EXECUTIVE DIRECTOR	040.00	Key Emp Highest	$155,010	$33,562	$188,572
MICHAEL LE CHEVALLIER	DIRECTOR OF NATIONAL PARTNERSHIPS	040.00	Highest	$101,375	$11,932	$113,307
JOHN BUCHMANN	DIRECTOR OF DEVELOPMENT	040.00	Highest	$86,750	$19,202	$105,952
SUSAN JENSEN	SECRETARY	040.00	Officer	$59,000	$15,170	$74,170
MARIA L PERONA	TREASURER	006.00	Officer	$25,176	$0	$25,176
ALIETIA CAUGHRON	CHAIR	002.00	Officer Director	$0	$0	$0
JOHN T CUSACK	DIRECTOR	002.00	Director	$0	$0	$0
NOEL J FRANCISCO	DIRECTOR	002.00	Director	$0	$0	$0
RICHARD W GARNETT	DIRECTOR	002.00	Director	$0	$0	$0
JULIE JANSEN KRAEMER	DIRECTOR	002.00	Director	$0	$0	$0
NOEL MOORE	DIRECTOR	002.00	Director	$0	$0	$0
ANNA BONTA MORELAND	DIRECTOR	002.00	Director	$0	$0	$0
CHARLES W MULANEY JR	DIRECTOR	002.00	Director	$0	$0	$0
JAMES N PERRY	DIRECTOR	002.00	Director	$0	$0	$0
J PETER RICKETS	DIRECTOR	002.00	Director	$0	$0	$0
MARK SCHNEIDER	DIRECTOR	002.00	Director	$0	$0	$0
R SCOTT TURICCHI	DIRECTOR	002.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,658,226	$2,956,606	$7,362,125	$701,620
2022	$2,493,636	$1,795,108	$5,709,007	$698,528
2021	$1,255,236	$1,176,494	$2,382,179	$78,742

LUMEN CHRISTI INSTITUTE