LUMINA ALLIANCE

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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

Phone

8057816401

Tax Period

2024-07-01 to 2025-06-30

LUMINA ALLIANCE, founded in 1979, is a community nonprofit in the Human Services sector that reported $6.0M in total revenue in fiscal year 2024. Expenses of $5.3M left a modest 12% surplus.

Mission

TO ASSIST VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT AND THEIR CHILDREN

Program Service Accomplishments

Program 1

Expenses: $3,172,860

COVERING CLIENT SERVICES, THERAPY AND PREVENTION, STAFF WORK WITH COMMUNITY MEMBERS, YOUTH, AND SCHOOLS THROUGHOUT THE COUNTY TO ADDRESS THE SYSTEMIC CAUSES OF SEXUAL AND INTIMATE PARTNER VIOLENCE...

COVERING CLIENT SERVICES, THERAPY AND PREVENTION, STAFF WORK WITH COMMUNITY MEMBERS, YOUTH, AND SCHOOLS THROUGHOUT THE COUNTY TO ADDRESS THE SYSTEMIC CAUSES OF SEXUAL AND INTIMATE PARTNER VIOLENCE USING EVIDENCE-BASED CURRICULA. PROGRAMS ARE TRAUMA-INFORMED, CULTURALLY COMPETENT, AND CENTERED AROUND YOUTH EMPOWERMENT, COMMUNITY MOBILIZATION, CULTURAL NORMS SHIFTING, AND EQUITY.

Program 2

Expenses: $1,115,308

OUR CLIENT-CENTERED TRANSITIONAL HOUSING PROGRAMS PROVIDE TRANSITIONAL HOUSING AND SHELTERS FOR INDIVIDUALS AND FAMILIES WHO ARE UNSHELTERED OR IN NEED OF HOUSING AS A RESULT OF FLEEING INTIMATE...

OUR CLIENT-CENTERED TRANSITIONAL HOUSING PROGRAMS PROVIDE TRANSITIONAL HOUSING AND SHELTERS FOR INDIVIDUALS AND FAMILIES WHO ARE UNSHELTERED OR IN NEED OF HOUSING AS A RESULT OF FLEEING INTIMATE PARTNER/DOMESTIC VIOLENCE, DATING VIOLENCE, SEXUAL ASSAULT, AND/OR STALKING. THE 6- TO 24-MONTH PROGRAM PROVIDES SUPPORT SERVICES TO SURVIVORS USING A CLIENT EMPOWERMENT MODEL. THERE ARE 10 TRANSITIONAL HOUSING UNITS LOCATED IN SAN LUIS OBISPO AND GROVER BEACH THAT HOUSE SURVIVORS AND THEIR FAMILIES FOR UP TO 24 MONTHS. TRANSITIONAL HOUSING RESIDENTS ARE OFFERED EMPOWERMENT-FOCUSED ADVOCACY, LEGAL SERVICES, CASE MANAGEMENT, AND THERAPY.

Program 3

Expenses: $38,422

OUR LEGAL SERVICES DEPARTMENT OFFERS SERVICES AND REFERRALS FOR DOMESTIC VIOLENCE, SEXUAL ASSAULT, STALKING, AND INTIMATE PARTNER VIOLENCE SURVIVORS. WE ALSO PROVIDE SURVIVORS WITH A TRAINED...

OUR LEGAL SERVICES DEPARTMENT OFFERS SERVICES AND REFERRALS FOR DOMESTIC VIOLENCE, SEXUAL ASSAULT, STALKING, AND INTIMATE PARTNER VIOLENCE SURVIVORS. WE ALSO PROVIDE SURVIVORS WITH A TRAINED, DEDICATED ADVOCATE TO HELP THEM OBTAIN COURT-ORDERED SAFETY THROUGH A TEMPORARY RESTRAINING ORDER (TRO). LUMINA ALLIANCE STAFF AND VOLUNTEERS ARE AVAILABLE TO SUPPORT AND ACCOMPANY SURVIVORS TO MEDICAL EXAMS, LAW ENFORCEMENT INTERVIEWS/MEETINGS, COURT HEARINGS, AND MORE.

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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 $5,955,577

Program Service Revenue $0

Investment Income $30,602

Other Revenue $56,047

TOTAL REVENUE $6,042,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,553,432

Fundraising Expenses $532,149

Program Expenses $4,326,590

Other Expenses $1,744,161

TOTAL EXPENSES $5,297,593

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,042,226	$6,134,221	0.0%
Expenses	$5,297,593	$5,791,167	-0.1%
Net Income	$744,633	$343,054	+1.2%

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

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

$134,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jennifer Adams	Executive Dir.	40.00	Officer	$134,500	$0	$134,500
Courtney Taylor	Past President	1.00	Officer Director	$0	$0	$0
Jill LeMieux	President	2.00	Officer Director	$0	$0	$0
Krista Elmore	Director	0.50	Director	$0	$0	$0
Debby Nicklas	Director	0.50	Director	$0	$0	$0
Chelsea Dixon	Director	0.50	Director	$0	$0	$0
Dave Juhnke	Director	0.50	Director	$0	$0	$0
Malani Anderson	Director	0.50	Director	$0	$0	$0
Michael Boyer	Director	0.50	Director	$0	$0	$0
Joel Conn	Director	0.50	Director	$0	$0	$0
Jane Pomeroy	Director	0.50	Director	$0	$0	$0
Maggie Torres	Director	0.50	Director	$0	$0	$0
Juan Ramirez	Secretary	1.50	Officer Director	$0	$0	$0
Michelle McCovey-Goode	Vice President	1.50	Officer Director	$0	$0	$0
Rick Scott	Director	0.50	Director	$0	$0	$0
Debbie Wettlaufer	Treasurer	1.50	Officer Director	$0	$0	$0
Emilie de la Montte	Director	0.50	Director	$0	$0	$0
Randy Gray	Director	0.50	Director	$0	$0	$0
Ruby Castaneda	Director	0.50	Director	$0	$0	$0
Ron Vyse	Director	0.50	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	$6,042,226	$5,297,593	$5,101,736	$744,633
2024	No data	No data	No data	No data
2023	$5,650,112	$6,218,131	$3,767,813	$-568,019
2022	$6,758,387	$5,939,890	$4,071,219	$818,497
2021	$3,495,112	$3,358,856	$3,276,305	$136,256
2020	$2,958,343	$2,927,625	$3,044,803	$30,718
2019	$2,378,166	$2,618,208	$2,497,319	$-240,042
2018	$2,736,606	$2,206,087	$2,714,403	$530,519