LUMEN SCHOLAR INSTITUTE (EIN 471342184) - 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

2014

Legal Domicile

Principal Officer

NANCY WILLISON

Phone

8013964783

Tax Period

2024-07-01 to 2025-06-30

LUMEN SCHOLAR INSTITUTE, founded in 2014, is a community nonprofit in the Education sector that reported $5.7M in total revenue in fiscal year 2024. Expenses of $4.9M left a modest 14% surplus.

Mission

UTAH CHARTER SCHOOL SERVING GRADES K-12.

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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 $5,573,962

Program Service Revenue $28,717

Investment Income $95,141

Other Revenue $0

TOTAL REVENUE $5,697,820

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,922,297

Other Expenses $4,922,059

TOTAL EXPENSES $4,922,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,697,820	$5,324,609	+0.1%
Expenses	$4,922,059	$4,376,809	+0.1%
Net Income	$775,761	$947,800	-0.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY WILLISON	PRESIDENT	1.00	Officer Director	$0	$0	$0
LAURA BLACK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JENN SINGLETARY	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE HANSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
ASHLEY BAXTER	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNIE ASTLE	BOARD MEMBER	1.00	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	$5,697,820	$4,922,059	$3,962,924	$775,761
2024	No data	No data	No data	No data
2023	$3,933,799	$4,093,306	$2,361,366	$-159,507
2022	$4,354,924	$4,136,298	$2,588,352	$218,626
2021	$4,418,565	$4,379,325	$1,989,298	$39,240
2020	$3,010,559	$2,891,832	$1,817,439	$118,727
2019	$3,447,985	$3,222,769	$1,747,134	$225,216
2018	$3,617,545	$3,421,125	$1,517,052	$196,420

LUMEN SCHOLAR INSTITUTE