LUMINOS FUND (EIN 364817073) - 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

2015

Legal Domicile

Principal Officer

CAITLIN BARON

Phone

7813338317

Tax Period

2024-01-01 to 2024-12-31

LUMINOS FUND, founded in 2015, is a mid-sized nonprofit in the Education sector that reported $14.3M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.9M, a strong 20% operating margin.

Mission

PROVIDES TRANSFORMATIVE EDUCATION PROGRAMS TO THOUSANDS OF OUT-OF-SCHOOL CHILDREN.

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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 $14,134,934

Program Service Revenue $0

Investment Income $195,401

Other Revenue $0

TOTAL REVENUE $14,330,335

Expense Breakdown

Grants Paid $4,478,983

Salaries & Benefits $2,991,648

Fundraising Expenses $569,399

Program Expenses $9,699,911

Other Expenses $3,959,133

TOTAL EXPENSES $11,429,764

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,330,335	$11,533,486	+0.2%
Expenses	$11,429,764	$9,768,661	+0.2%
Net Income	$2,900,571	$1,764,825	+0.6%

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

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

$534,529

Total Directors

$27,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KWAME AKYEAMPONG	DIRECTOR	1.00	Director	$20,400	$0	$20,400
GEORGE WERNER	DIRECTOR, SECRETARY	1.00	Officer Director	$7,300	$0	$7,300
ATJE DREXLER	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP VASSILIOU	DIRECTOR, CHAIR & TREASURER	1.00	Officer Director	$0	$0	$0
ERIN GANJU	DIRECTOR	1.00	Director	$0	$0	$0
GUY CAVE	DIRECTOR	1.00	Director	$0	$0	$0
TARA WONDRACZEK	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN BARON	CEO	40.00	Officer	$325,212	$53,854	$379,066
ANH LE	SENIOR DIRECTOR OF FINANCE AND ADMINISTRATION	40.00	Officer	$115,192	$32,971	$148,163
KELLY TANNER-BACKENROTH	GLOBAL PEOPLE OFFICER	32.00	Highest	$131,625	$39,173	$170,798
MICHAEL STULMAN	DIRECTOR OF COMMUNICATIONS	40.00	Highest	$131,625	$5,400	$137,025
CATHERINE MONTELBANO	ASSOCIATE DIRECTOR OF FINANCE	40.00	Highest	$126,563	$29,320	$155,883
MARETTA SILVERMAN	VICE PRESIDENT OF DEVELOPMENT & COMMUNICATIONS	40.00	Highest	$119,216	$6,513	$125,729

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
2024	$14,330,335	$11,429,764	$17,743,962	$2,900,571
2023	$11,533,486	$9,768,661	$14,874,896	$1,764,825
2022	$8,018,871	$6,992,865	$12,992,092	$1,026,006
2021	$6,889,780	$4,205,577	$11,864,333	$2,684,203
2020	$4,097,339	$3,340,007	$9,325,417	$757,332
2019	$6,343,913	$2,776,246	$8,462,428	$3,567,667
2018	$4,619,198	$2,915,090	$4,839,085	$1,704,108
2018	$4,619,198	$2,915,090	$4,839,085	$1,704,108

LUMINOS FUND