Lumen Fidelis (EIN 933134870) - 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

2023

Legal Domicile

Principal Officer

Chris Thobaben

Phone

2175062749

Tax Period

2024-01-01 to 2024-12-31

Lumen Fidelis, founded in 2023, is a small nonprofit in the Housing & Shelter sector that reported $320K in total revenue in fiscal year 2024. Expenses of $378K exceeded revenue, resulting in a 18% operating deficit.

Mission

Providing housing to community members leaving homelessness.

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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 $15,225

Program Service Revenue $304,634

Investment Income $0

Other Revenue $0

TOTAL REVENUE $319,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $104,811

Fundraising Expenses $0

Program Expenses $0

Other Expenses $273,687

TOTAL EXPENSES $378,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$319,859	N/A	N/A
Expenses	$378,498	N/A	N/A
Net Income	$-58,639	$0	N/A

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

N/A

Independent Members

N/A

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

$23,381

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chris Thobaben	President	30	Officer	$23,381	$0	$23,381
Jeff Talbot	Program Director	30	Highest	$59,800	$0	$59,800
Tasha McCormick	Site Manager	0		$9,438	$0	$9,438

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	No data	No data	No data	No data
2024	$319,859	$378,498	$2,016	$-58,639

Lumen Fidelis