LUMIN EDUCATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: LUMIN EDUCATION (EIN 75-1612054)
Tax period: 2022-09-01 to 2023-08-31
Filed: 2024-05-02
IRS object ID: 202401239349302325
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-02T15:59:48-05:00	ReturnTs
Tax Period End	2023-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	870325228	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HAYNIE & COMPANY	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1785 WEST 2300 SOUTH	AddressLine1Txt
City	SALT LAKE CITY	CityNm
State Abbreviation	UT	StateAbbreviationCd
ZIP	84119	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	751612054	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUMIN EDUCATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LUMI	BusinessNameControlTxt
Phone	2148248950	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7130 LINDSLEY AVE	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75223	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TERRY N FORD	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	2148248950	PhoneNum
Signature	2024-05-02	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	TERRY	PersonFirstNm
Person Last	FORD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANDREW J MOORE	PreparerPersonNm
PTIN	P01228905	PTIN
Phone	2142960900	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TERRY N FORD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7130 LINDSLEY AVE	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75223	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$11,143,899	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.LUMINEDUCATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1978	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	TO TRANSFORM EDUCATION BY STARTING YOUNG, INVOLVING PARENTS, AND CREATING LEARNING ENVIRONMENTS TO INSPIRE CHILDREN FROM DIVERSE CULTURAL AND ECONOMIC BACKGROUNDS.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	149	TotalEmployeeCnt
Total Volunteers	422	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$6,742,548	PYContributionsGrantsAmt
CY Contributions Grants	$8,085,389	CYContributionsGrantsAmt
PY Program Service Revenue	$160,312	PYProgramServiceRevenueAmt
CY Program Service Revenue	$342,296	CYProgramServiceRevenueAmt
PY Investment Income	$299,223	PYInvestmentIncomeAmt
CY Investment Income	$341,479	CYInvestmentIncomeAmt
PY Other Revenue	$218,797	PYOtherRevenueAmt
CY Other Revenue	$161,252	CYOtherRevenueAmt
PY Total Revenue	$7,420,880	PYTotalRevenueAmt
CY Total Revenue	$8,930,416	CYTotalRevenueAmt
PY Grants And Similar Paid	$171	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$5,481,657	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,447,091	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$260,609	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,236,476	PYOtherExpensesAmt
CY Other Expenses	$2,101,934	CYOtherExpensesAmt
PY Total Expenses	$7,718,304	PYTotalExpensesAmt
CY Total Expenses	$7,549,025	CYTotalExpensesAmt
PY Revenues Less Expenses	-$297,424	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,381,391	CYRevenuesLessExpensesAmt
Total Assets BOY	$24,767,490	TotalAssetsBOYAmt
Total Assets EOY	$26,878,151	TotalAssetsEOYAmt
Total Liabilities BOY	$319,650	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$184,331	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$24,447,840	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$26,693,820	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO TRANSFORM EDUCATION BY STARTING YOUNG, INVOLVING PARENTS, AND CREATING LEARNING ENVIRONMENTS TO INSPIRE CHILDREN FROM DIVERSE CULTURAL AND ECONOMIC BACKGROUNDS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	Yes (1)	SignificantChangeInd
Expense	$6,011,935	ExpenseAmt
Revenue	$382,879	RevenueAmt
Desc	LUMIN EDUCATION WAS FOUNDED IN 1978 AND SERVES MORE THAN 500 CHILDREN AND THEIR PARENTS IN THESE PROGRAMS: 1) PREGNANCY TO AGE 3 (P-3) HOME VISITING PARENT EDUCATION PROGRAM, 2) DAILY MONTESSORI CLASSES FOR CHILDREN AGES 1 TO 5 (B4SIX CLASSROOM PROGRAM), AND 3) DAILY MONTESSORI CLASSES FOR CHILDREN AGES 6 TO 9 (ELEMENTARY CLASSROOM PROGRAM). IN SPITE OF GROWING UP IN NEIGHBORHOODS THAT STRUGGLE WITH POVERTY, ILLITERACY, AND HIGH DROPOUT RATES, 96% OF LUMIN'S THIRD GRADE ALUMNI HAVE SUCCESSFULLY COMPLETED HIGH SCHOOL OR EARNED A G.E.D. AND 89% ATTEND COLLEGE.	Desc
Total Program Service Expenses	$6,011,935	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	63	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	149	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TERRY N FORD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2148248950	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7130 LINDSLEY AVE	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75223	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
MIKE BIRRER
TREASURE/DIRECTOR	1.00	Yes (X)	Yes (X)	$0	$0	$0
MICHAEL GILES
PRESIDENT/DIRECTOR	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARY CAROLINE PARKER
SECRETARY/DIRECTOR	1.00	Yes (X)	Yes (X)	$0	$0	$0
JOHN H FULLINWIDER
DIRECTOR	1.00	Yes (X)	Yes (X)	$0	$0	$0
AMRIT KIRPALANI
VICE-PRES/DIRECTOR	1.00	Yes (X)		$0	$0	$0
ROSA M HERNANDEZ
DIRECTOR	1.00	Yes (X)		$0	$0	$0
BOB MARSHALL
DIRECTOR	1.00	Yes (X)		$0	$0	$0
KELSEY BRIDGEWATER CLARK
DIRECTOR	1.00	Yes (X)		$0	$0	$0
CAROLYN SELLS
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JEFF SULLIVAN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ERICKA VENTURA
DIRECTOR	1.00	Yes (X)		$0	$0	$0
TERRY N FORD
SUPERINTENDENT	40.00		Yes (X)	$115,787	$0	$22,147
JODI M CAMPBELL
COO	40.00		Yes (X)	$130,310	$0	$18,997

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$246,097	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$41,144	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$4,634,594	GovernmentGrantsAmt
All Other Contributions	$3,450,795	AllOtherContributionsAmt
Total Contributions	$8,085,389	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	TUITION AND FEES	Desc
Business	900099	BusinessCd
Total Revenue Column	$342,296	TotalRevenueColumnAmt
Related Or Exempt Func Income	$342,296	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$342,296	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$485,832	TotalRevenueColumnAmt
Exclusion	$485,832	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$120,669	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$120,669	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$120,669	TotalRevenueColumnAmt
Exclusion	$120,669	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,069,130	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,213,483	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$144,353	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$144,353	TotalRevenueColumnAmt
Exclusion	-$144,353	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INSURANCE PROCEEDS	900099	$25,976	$25,976
REBATES FOR TECHNOLOGY, COMMUNICA	900099	$12,617	$12,617
MISCELLANEOUS	900099	$1,990	$1,990

Field	Value	IRS element (for citing)
Other Revenue Total	$40,583	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,930,416	TotalRevenueColumnAmt
Related Or Exempt Func Income	$382,879	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$462,148	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$287,241	TotalAmt
Management And General	$172,345	ManagementAndGeneralAmt
Fundraising	$114,896	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$4,168,847	TotalAmt
Program Services	$3,605,165	ProgramServicesAmt
Management And General	$505,294	ManagementAndGeneralAmt
Fundraising	$58,388	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$687,315	TotalAmt
Program Services	$565,468	ProgramServicesAmt
Management And General	$94,516	ManagementAndGeneralAmt
Fundraising	$27,331	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$303,688	TotalAmt
Program Services	$183,870	ProgramServicesAmt
Management And General	$107,732	ManagementAndGeneralAmt
Fundraising	$12,086	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$11,645	TotalAmt
Management And General	$11,645	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$30,500	TotalAmt
Management And General	$30,500	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$408,683	TotalAmt
Program Services	$324,780	ProgramServicesAmt
Management And General	$80,204	ManagementAndGeneralAmt
Fundraising	$3,699	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	-$19,375	TotalAmt
Program Services	-$19,375	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$76,749	TotalAmt
Program Services	$70,112	ProgramServicesAmt
Management And General	$4,320	ManagementAndGeneralAmt
Fundraising	$2,317	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$362,100	TotalAmt
Program Services	$362,100	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$93,169	TotalAmt
Program Services	$93,169	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
GENERAL SUPPLIES	$405,111	$365,321	$16,112	$23,678
REPAIRS AND MAINTENANCE	$362,530	$362,530
SCHOOL LEADERSHIP	$230,743	$4,713	$211,599	$14,431
MISC	$111,195	$66,112	$41,300	$3,783

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$28,884	TotalAmt
Program Services	$27,970	ProgramServicesAmt
Management And General	$914	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,549,025	TotalAmt
Program Services	$6,011,935	ProgramServicesAmt
Management And General	$1,276,481	ManagementAndGeneralAmt
Fundraising	$260,609	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$100	BOYAmt
EOY	$100	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,922,290	BOYAmt
EOY	$3,866,201	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$672,136	BOYAmt
EOY	$1,123,392	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$48,123	BOYAmt
EOY	$42,101	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$89,378	BOYAmt
EOY	$131,875	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$14,252,664	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$7,187,344	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$7,296,641	BOYAmt
EOY	$7,065,320	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$13,321,572	BOYAmt
EOY	$14,383,359	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$417,250	BOYAmt
EOY	$265,803	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$24,767,490	BOYAmt
EOY	$26,878,151	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$319,650	BOYAmt
EOY	$184,331	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$319,650	BOYAmt
EOY	$184,331	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,645,084	BOYAmt
EOY	$19,976,269	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,802,756	BOYAmt
EOY	$6,717,551	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$24,447,840	BOYAmt
EOY	$26,693,820	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$24,767,490	BOYAmt
EOY	$26,878,151	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,381,391	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$864,589	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$555,900	CurrentYearMinus3Amt
Current Year Minus2	$574,335	CurrentYearMinus2Amt
Total	$1,130,235	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$1,695,353	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$2,020	CurrentYearMinus3Amt
Current Year Minus2	$10,933	CurrentYearMinus2Amt
Total	$12,953	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$138,975	CurrentYearMinus3Amt
Current Year Minus2	$143,584	CurrentYearMinus2Amt
Total	$282,559	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$423,839	GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus2	$10,566	CurrentYearMinus2Amt
Total	$10,566	TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$14,320,513	BeginningYearBalanceAmt
Contributions	$163,596	ContributionsAmt
Investment Earnings Or Losses	$204	InvestmentEarningsOrLossesAmt
End Year Balance	$14,484,313	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$13,654,996	BeginningYearBalanceAmt
Contributions	$665,385	ContributionsAmt
Investment Earnings Or Losses	$132	InvestmentEarningsOrLossesAmt
End Year Balance	$14,320,513	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,069,699	BeginningYearBalanceAmt
Contributions	$5,585,112	ContributionsAmt
Investment Earnings Or Losses	$185	InvestmentEarningsOrLossesAmt
End Year Balance	$13,654,996	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,515,851	BeginningYearBalanceAmt
Contributions	$466,420	ContributionsAmt
Investment Earnings Or Losses	$87,428	InvestmentEarningsOrLossesAmt
End Year Balance	$8,069,699	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,731,026	BeginningYearBalanceAmt
Contributions	$767,999	ContributionsAmt
Investment Earnings Or Losses	$16,826	InvestmentEarningsOrLossesAmt
End Year Balance	$7,515,851	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.39880	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.60120	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,454,520	OtherCostOrOtherBasisAmt
Book Value	$4,454,520	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,730,516	OtherCostOrOtherBasisAmt
Depreciation	$6,165,219	DepreciationAmt
Book Value	$2,565,297	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,067,628	OtherCostOrOtherBasisAmt
Depreciation	$1,022,125	DepreciationAmt
Book Value	$45,503	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$7,065,320	TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt	$10,100,609	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$864,589	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$305,604	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$1,170,193	RevenueNotReportedAmt
Revenue Subtotal	$8,930,416	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$8,930,416	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$7,854,629	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$305,604	DonatedServicesUseFcltsAmt
Expenses Not Reported	$305,604	ExpensesNotReportedAmt
Expenses Subtotal	$7,549,025	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$7,549,025	TotalExpensesPerForm990Amt

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3	POSTED ON THE SCHOOL WEBSITE AND PROMOTIONAL MAILERS.
SCHEDULE E, PART I, LINE 6	THE ORGANIZATION RECEIVES PUBLIC CHARTER SCHOOL FUNDS EARNED THROUGH STUDENT ATTENDANCE FOR CHILDREN AGES 3 TO 9 YEARS OLD AND EARLY HEAD START FUNDS EARNED THROUGH SERVING A DESIGNATED NUMBER OF PREGNANT MOTHERS AND CHILDREN YOUNGER THAN 3 YEARS OLD. THE SCHOOL ALSO RECEIVES FEDERAL GRANTS THROUGH THE U.S. DEPT. OF EDUCATION, U.S. DEPT. OF AGRICULTURE AND U.S. DEPT. OF HEALTH AND HUMAN SERVICES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 3	LUMIN VOLUNTARILY RETURNED ITS CHARTER TO THE STATE AND TRANSITIONED TO A FULLY PRIVATE SCHOOL IN AUGUST 2023.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER AND ONE OR MORE MEMBERS OF THE FINANCE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 12C	EACH BOARD MEMBER IS REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION C, LINE 19	DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE INDEPENDENT MEMBERS OF THE GOVERNING BOARD ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.