Lumen Institute Incorporated (EIN 451704799) - 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

2011

Legal Domicile

Principal Officer

Robert Dill

Phone

7709061629

Tax Period

2024-01-01 to 2024-12-31

Lumen Institute Incorporated, founded in 2011, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2024.

Mission

Lumen continued it mission in 2024 having regularly scheduled meetings,events and luncheons on topics of faith,leadership and character. In the year 2024 xxx men and women participated in 7 locations. The Calgary, Canada location was added in 2024. At the end of the year membership was at 224 members and 61 junior fellows.

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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 $680,405

Program Service Revenue $569,886

Investment Income $71,718

Other Revenue $0

TOTAL REVENUE $1,322,009

Expense Breakdown

Grants Paid $108,660

Salaries & Benefits $100,000

Fundraising Expenses $0

Program Expenses $982,660

Other Expenses $1,139,184

TOTAL EXPENSES $1,347,844

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,322,009	$1,274,890	+0.0%
Expenses	$1,347,844	$1,178,737	+0.1%
Net Income	$-25,835	$96,153	-1.3%

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

N/A

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

$100,000

Total Directors

$100,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Dill	Managing Direct	38.00	Officer Director	$100,000	$0	$100,000
Daniel A D'Aniello	Director	2.00	Director	$0	$0	$0
Patrick Baugier	Director	2.00	Director	$0	$0	$0
David G Hanna	Chairman	2.00	Officer Director	$0	$0	$0
Stephen Auth	Director	2.00	Director	$0	$0	$0
John Connor LC	Director	2.00	Director	$0	$0	$0
James Hislop	Vice President	2.00	Officer Director	$0	$0	$0
Nathaniel Haslam LC	Director	2.00	Director	$0	$0	$0
Mark Haydu LC	Director	2.00	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
2024	$1,322,009	$1,347,844	$1,977,049	$-25,835
2023	$1,274,890	$1,178,737	$2,014,560	$96,153
2022	$1,177,767	$1,101,923	$1,910,957	$75,844
2021	$1,133,661	$957,698	$1,857,674	$175,963
2020	$1,036,227	$850,650	$1,641,574	$185,577
2019	$992,489	$793,586	$1,365,366	$198,903
2018	$912,888	$667,558	$1,164,411	$245,330

Lumen Institute Incorporated