THE LUMEN ACADEMY INC

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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

2024

Legal Domicile

Principal Officer

RITA DUNN

Phone

7812021601

Tax Period

2024-07-01 to 2025-06-30

THE LUMEN ACADEMY INC, founded in 2024, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024.

Mission

TO PREPARE OUR STUDENTS TO BECOME LIFELONG LEARNERS, LUMEN ACADEMY FOLLOWS A CLASSICAL EDUCATION MODEL AN INTELLECTUAL, CONTENT-FOCUSED CURRICULUM THAT TEACHES STUDENTS HOW TO THINK AND HOW TO LEARN. THIS CLASSIC EDUCATION MODEL RESTS ON THREE PILLARS GRAMMAR, LOGIC, AND RHETORIC EACH PILLAR DOMINATES A DIFFERENT STAGE OF CHILD DEVELOPMENT.

Program Service Accomplishments

Program 1

Expenses: $815,904 Revenue: $567,570

THE LUMEN ACADEMY IS AN INDEPENDENT ELEMENTARY AND MIDDLE SCHOOL THAT SERVES APPROX. 40 STUDENTS IN GRADES K-8. THE CURRICULUM OFFERS BOTH CHALLENGING AND ENGAGING SUBJECTS ALONG WITH A WIDE RANGE OF ELECTIVES THAT SPARK CURIOSITY AND PROMOTE DIVERSE INTERESTS. EXPENSES ARE ESTIMATED ON A PRO-RATA BASIS.

Program 2

Expenses: $138,684 Revenue: $96,473

THE LUMEN ACADEMY PRESCHOOL IS A YEAR-ROUND PROGRAM THAT SERVES APPROX. 12 STUDENTS. OUR GOAL IS TO FOSTER ESSENTIAL SOCIAL SKILLS WHILE BUILDING A STRONG FOUNDATION FOR FUTURE LEARNING SUCCESS...

THE LUMEN ACADEMY PRESCHOOL IS A YEAR-ROUND PROGRAM THAT SERVES APPROX. 12 STUDENTS. OUR GOAL IS TO FOSTER ESSENTIAL SOCIAL SKILLS WHILE BUILDING A STRONG FOUNDATION FOR FUTURE LEARNING SUCCESS. EXPENSES ARE ESTIMATED ON A PRO-RATA BASIS.

Program 3

Expenses: $61,690 Revenue: $36,803

FOOD - LUMEN ACADEMY PROVIDES FRESH, NOURISHING, NUTRITIONALLY DENSE FOOD TO ALL OF ITS STUDENTS. DAILY OFFERINGS INCLUDE BREAKFAST, LUNCH, AND VARIOUS SNACKS.

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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 $218,763

Program Service Revenue $844,476

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,063,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $603,982

Fundraising Expenses $0

Program Expenses $1,054,827

Other Expenses $537,416

TOTAL EXPENSES $1,141,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,063,239	N/A	N/A
Expenses	$1,141,398	$24,798	+45.0%
Net Income	$-78,159	$-24,798	+2.2%

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

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
RITA DUNN	CO-FOUNDER AND DIRECTOR	065.00	Officer Director	$0	$0	$0
ERIC GERSTENBERGER	CO-FOUNDER AND DIRECTOR	065.00	Officer Director	$0	$0	$0
ALEXANDER ROZENBLUM	CO-FOUNDER	040.00	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	$1,063,239	$1,141,398	$1,631,616	$-78,159
2024	No data	$24,798	$93,157	No data