Lux Forum (EIN 475659034) - 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

2016

Legal Domicile

Principal Officer

Robert White

Phone

4154217555

Tax Period

2023-01-01 to 2023-12-31

Lux Forum, founded in 2016, is a small nonprofit in the Religion sector that reported $119K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. Expenses of $155K exceeded revenue, resulting in a 30% operating deficit.

Mission

Lux Forum seeks to convene, educate, and inspire individuals from all walks of life by offering public education seminars, conferences, workshops, debates, symposiums, influential leader talks, and written educational materials to the public either free of charge, or for a moderate fee to cover costs.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $118,529

Other Revenue $0

TOTAL REVENUE $118,529

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $122,167

Other Expenses $144,611

TOTAL EXPENSES $154,611

Year-over-Year Comparison

	2023	2022	Change
Revenue	$118,529	$84,670	+0.4%
Expenses	$154,611	$162,208	0.0%
Net Income	$-36,082	$-77,538	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert White	Treas/Sect'y	2.00	Officer Director	$0	$0	$0
Clare Luce Abbey	Director	0.50	Officer Director	$0	$0	$0
Shaun Cross	Director	0.50	Director	$0	$0	$0
Celeste White	President	5.00	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
2024	No data	No data	No data	No data
2023	$118,529	$154,611	$2,650,575	$-36,082
2022	$84,670	$162,208	$2,662,102	$-77,538
2021	$69,986	$127,410	$2,936,014	$-57,424
2020	$37,056	$21,681	$2,469,444	$15,375
2019	$30,271	$11,656	$2,164,188	$18,615
2018	$2,000,284	$9,624	$2,144,704	$1,990,660

Lux Forum