LUMINA HOSPICE AND PALLIATIVE CARE (EIN 930742686) - 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

1979

Legal Domicile

Principal Officer

KATELYN COOPER

Phone

5417579616

Tax Period

2023-01-01 to 2023-12-31

LUMINA HOSPICE AND PALLIATIVE CARE, founded in 1979, is a community nonprofit in the Human Services sector that reported $4.8M in total revenue in fiscal year 2023. Expenses of $4.4M left a modest 8% surplus.

Mission

SUPPORT FOR THE TERMINALLY ILL.

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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 $437,188

Program Service Revenue $4,314,210

Investment Income $18,811

Other Revenue $26,302

TOTAL REVENUE $4,796,511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,057,566

Fundraising Expenses $60,672

Program Expenses $3,463,355

Other Expenses $1,333,802

TOTAL EXPENSES $4,391,368

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,796,511	$4,492,287	+0.1%
Expenses	$4,391,368	$4,860,777	-0.1%
Net Income	$405,143	$-368,490	-2.1%

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

Total Directors

Key Employees

$160,077

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA TRIONE	CHAIR	2.00	Officer Director	$0	$0	$0
MARNIE NOBLE	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID LERMAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ILENE KLEINSORGE	TREASURER	2.00	Officer Director	$0	$0	$0
JOAN HAYES	DIRECTOR	2.00	Director	$0	$0	$0
TAMARA SCOVILLE	PAST CHAIR	2.00	Director	$0	$0	$0
COURTNEY CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
TAMINA TORAY	DIRECTOR	2.00	Director	$0	$0	$0
GREG BACHMAN	DIRECTOR	2.00	Director	$0	$0	$0
DAVID CUTSFORTH	DIRECTOR	2.00	Director	$0	$0	$0
REV LESLIE CHARTIER	DIRECTOR	2.00	Director	$0	$0	$0
ABBY TERRIS	DIRECTOR	2.00	Director	$0	$0	$0
ROBYNN PEASE	DIRECTOR	2.00	Director	$0	$0	$0
LORINDA ANDERSON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MORRIS	DIRECTOR	2.00	Director	$0	$0	$0
DANIEL HARRIS	MEDICAL DIRECTOR	20.00	Key Emp	$160,077	$0	$160,077
HELEN SIAOLAN KAO	PHYSICIAN	20.00	Highest	$133,102	$0	$133,102
TRACY CALHOUN	RN	40.00	Highest	$118,082	$0	$118,082
JODY BUKTENICA	RN CASE MANAGER	40.00	Highest	$117,287	$0	$117,287
SUSAN SPARKS	RN CASE MANAGER	40.00	Highest	$100,221	$0	$100,221

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	$4,796,511	$4,391,368	$6,365,317	$405,143
2022	$4,492,287	$4,860,777	$5,832,808	$-368,490
2021	$5,903,950	$6,140,796	$6,763,686	$-236,846
2020	$7,359,788	$6,132,332	$7,355,638	$1,227,456
2019	$5,751,224	$5,824,621	$6,764,212	$-73,397
2018	$5,561,914	$5,604,293	$5,292,282	$-42,379

LUMINA HOSPICE AND PALLIATIVE CARE