Civic Intelligence

Lumibility Inc

EIN 06-6011353 • 501(c)3 • Westbrook, CT

Profile

Sarah, inc. Is committed to providing advocacy, services, and supports for people with intellectual and other disabilities along with promoting opportunities for full inclusion in their communities. Our goal is to enhance skills and enrich lives.

1620 Boston Post RoadWestbrook, CT 06498

www.sarah-inc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.27x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

50th percentile

0.22x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

65th percentile

$236,413

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

7.4%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$11,884,496

Up $930,210 (+8.5%) from 2023

Liabilities

Down

$4,226,934

Down $81,543 (-1.9%) from 2023

Net Assets

Up

$7,657,562

Up $1,011,753 (+15%) from 2023

Revenue

Up

$15,004,252

Up $1,827,755 (+14%) from 2023

Expenses

Up

$14,466,172

Up $1,771,498 (+14%) from 2023

Net Income

Up

$538,080

Up $56,257 (+12%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $4,119,243Liabilities 2011: $1,212,190Net Assets 2011: $2,907,0532011Assets 2012: $3,998,085Liabilities 2012: $1,089,064Net Assets 2012: $2,909,0212012Assets 2013: $3,875,736Liabilities 2013: $867,881Net Assets 2013: $3,007,8552013Assets 2014: $4,347,096Liabilities 2014: $937,449Net Assets 2014: $3,409,6472014Assets 2015: $4,415,845Liabilities 2015: $901,917Net Assets 2015: $3,513,9282015Assets 2016: $4,378,248Liabilities 2016: $825,274Net Assets 2016: $3,552,9742016Assets 2017: $5,007,293Liabilities 2017: $1,207,602Net Assets 2017: $3,799,6912017Assets 2018: $5,203,874Liabilities 2018: $1,270,762Net Assets 2018: $3,933,1122018Assets 2019: $5,936,854Liabilities 2019: $1,137,798Net Assets 2019: $4,799,0562019Assets 2020: $6,555,105Liabilities 2020: $1,904,827Net Assets 2020: $4,650,2782020Assets 2021: $8,388,396Liabilities 2021: $1,869,793Net Assets 2021: $6,518,6032021Assets 2022: $7,837,634Liabilities 2022: $2,161,703Net Assets 2022: $5,675,9312022Assets 2023: $10,954,286Liabilities 2023: $4,308,477Net Assets 2023: $6,645,8092023Assets 2024: $11,884,496Liabilities 2024: $4,226,934Net Assets 2024: $7,657,5622024

Highlighted filing

2024

Assets$11,884,496
Liabilities$4,226,934
Net Assets$7,657,562

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,833,763Expenses 2011: $6,674,300Net Income 2011: $159,4632011Revenue 2012: $7,039,941Expenses 2012: $6,991,666Net Income 2012: $48,2752012Revenue 2013: $7,512,987Expenses 2013: $7,536,438Net Income 2013: -$23,4512013Revenue 2014: $8,419,948Expenses 2014: $7,912,907Net Income 2014: $507,0412014Revenue 2015: $9,348,737Expenses 2015: $9,207,447Net Income 2015: $141,2902015Revenue 2016: $9,481,290Expenses 2016: $9,421,398Net Income 2016: $59,8922016Revenue 2017: $9,272,964Expenses 2017: $9,125,275Net Income 2017: $147,6892017Revenue 2018: $8,128,378Expenses 2018: $7,930,107Net Income 2018: $198,2712018Revenue 2019: $8,742,164Expenses 2019: $7,915,719Net Income 2019: $826,4452019Revenue 2020: $9,379,589Expenses 2020: $9,444,269Net Income 2020: -$64,6802020Revenue 2021: $12,212,686Expenses 2021: $10,935,842Net Income 2021: $1,276,8442021Revenue 2022: $11,472,954Expenses 2022: $11,364,026Net Income 2022: $108,9282022Revenue 2023: $13,176,497Expenses 2023: $12,694,674Net Income 2023: $481,8232023Revenue 2024: $15,004,252Expenses 2024: $14,466,172Net Income 2024: $538,0802024

Highlighted filing

2024

Revenue$15,004,252
Expenses$14,466,172
Net Income$538,080

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.9$4.23$7.66$15.0$14.5$0.54
2023Detailed filing. Detailed filing data is available for this year.$11.0$4.31$6.65$13.2$12.7$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$2.16$5.68$11.5$11.4$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.39$1.87$6.52$12.2$10.9$1.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$1.90$4.65$9.38$9.44$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$1.14$4.80$8.74$7.92$0.83
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$1.27$3.93$8.13$7.93$0.20
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$1.21$3.80$9.27$9.13$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.83$3.55$9.48$9.42$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.90$3.51$9.35$9.21$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.35$0.94$3.41$8.42$7.91$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.87$3.01$7.51$7.54$0.02
2012Summary only. Only limited summary data is available for this year.$4.00$1.09$2.91$7.04$6.99$0.05
2011Summary only. Only limited summary data is available for this year.$4.12$1.21$2.91$6.83$6.67$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 10, 2025
Return Version
2023v6.0
Gross Receipts
$16,691,154
Mission and Program Overview

Mission

Lumibility, inc. Is committed to providing advocacy, services, and supports for people with intellectual and other disabilities along with promoting opportunities for full inclusion in their communities. Our goal is to enhance skills and enrich lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,172,979$6,866,126▲ $693,147
Cash and Non-Interest-Bearing Accounts$1,872,611$2,121,016▲ $248,405
Land, Buildings, and Equipment, Net$1,299,422$1,399,301▲ $99,879
Accounts Receivable$830,865$910,322▲ $79,457
Prepaid Expenses and Deferred Charges$43,951$57,929▲ $13,978
Savings and Temporary Cash Investments$6,031$33,708▲ $27,677
Total Assets$10,954,286$11,884,496▲ $930,210
Other Assets Total$728,427$496,094▼ $232,333
Liabilities
Other Liabilities$2,881,433$2,678,574▼ $202,859
Accounts Payable and Accrued Expenses$1,427,044$1,548,360▲ $121,316
Total Liabilities$4,308,477$4,226,934▼ $81,543
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,608,309$7,633,290▲ $1,024,981
Net Assets With Donor Restrictions$37,500$24,272▼ $13,228
Total Net Assets Fund Balance$6,645,809$7,657,562▲ $1,011,753
Total Liabilities and Net Assets / Fund Balance$10,954,286$11,884,496▲ $930,210

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$725,365$678,157$1,403,522
Equipment$334,189$749,202$1,083,391
Land$299,600-$299,600
Leasehold Improvements$40,147$159,963$200,110
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise DaviauCEOFT$164,641$46,904$211,545
Doug ArdreyCFOFT$138,794$42,184$180,978

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,487,364
Program Service Revenue
$13,212,773
Investment Income
$276,913
Other Revenue
$27,202
All Other Contributions
$230,488
Change in Net Assets
$538,080

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,974,621
Revenue Not Reported on Financial Statements
$29,631
Revenue Not Reported on Form 990
$511,173
Other Revenue Adjustments
$29,631
Total Revenue per Audited Statements
$15,485,794
Total Revenue per Form 990
$15,004,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,208,357
Other Expenses$3,257,815
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,253,858$963,843-$9,217,701
Payroll Taxes$694,422$70,939-$765,361
Other Employee Benefits$613,657$62,688-$676,345
Fees for Services Other$545,823$130,292-$676,115
Occupancy$436,519$18,287-$454,806
Current Officers, Directors, Trustees, and Key Employees$348,204$40,661-$388,865
Information Technology$98,782$237,388-$336,170
Office Expenses$281,489$33,043-$314,532
Depreciation Depletion$52,974$199,707-$252,681
Advertising-$178,431-$178,431
Pension Plan Contributions$145,247$14,838-$160,085
Insurance$127,607$25,401-$153,008
Other Expenses$54,661$62,300-$116,961
All Other Expenses$71,614--$71,614
Fees for Service Investment Mgmnt Fees-$29,631-$29,631
Total Functional Expenses$12,356,883$2,109,289$0$14,466,172

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$14,474,041
Total Expenses per Form 990$14,466,172
Expenses per Audited Statements$14,436,541
Expenses Not Reported on Form 990$37,500
Expenses Not Reported on Financial Statements$29,631
Other Expense Adjustments$29,631
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advance$1,723,506
Operating Lease Liability$490,353
Due to Agencies$464,715
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Each member for the board receives a copy of the 990 for review before filing.

Form 990, Page 6, Part VI, Line 12C

The board of directors are required to disclose any conflict of interests annually by signing an annual affirmation of compliance and disclosure statement which includes a conflict of interest policy.

Form 990, Page 6, Part VI, Line 15A

The board of directors does a performance evaluation for the ceo and determines the compensation using published salary surveys from comparable nonprofit agencies and websites.

Form 990, Page 6, Part VI, Line 15B

For employees, an annual review is done by an employee's supervisor and the review is approved by the ceo.

Form 990, Page 6, Part VI, Line 19

All governing documents are available upon request within a reasonable amount of time.

Filing and Contact Details

Filer

Filer Name
Lumibility Inc
EIN
06-6011353
Phone
8603991888
Address
1620 BOSTON POST ROAD, WESTBROOK, CT 06498

Signing Officer

Name
Denise Daviau
Title
CEO
Phone
8603991888
Signed
2025-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Daviau
Formed
1957
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
230

Preparer

Firm
Guilmartin Dipiro & Sokolowski LLC
Address
505 MAIN ST, MIDDLETOWN, CT 06457-2809
Preparer
Christopher B Conley
Phone
8603475689
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Lumibility, inc. Is committed to providing advocacy, services, and supports for people with intellectual and other disabilities along with promoting opportunities for full inclusion in their communities. Our goal is to enhance skills and enrich lives.

Form 990, Part XI, Line 9

Net assets released from restriction 37,500 investment fees -29,631 net assets released from restrictions -37,500 investment fees 29,631

Financial Statement Notes

Schedule D, Page 3, Part X

Lumibility, inc. Has received exemption from federal income tax under section 501(c)(3) of the internal revenue code. Lumibility, inc. Has also been classified as an entity that is not a private foundation within the meaning of section 509(a) of the internal revenue code and qualifies for deductible contributions as provided in section 509(a)(2). Lumibility, inc. Believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements. Lumibility inc.'s federal returns of organization exempt from income tax (form 990) for june 30, 2024, 2023 and 2022 are subject to examination by the irs, generally for three years after they were filed.

Schedule D, Page 4, Part XI, Line 2D

Net assets released from restriction 37,500

Schedule D, Page 4, Part XI, Line 4B

INVESTMENT FEES 29,631

Schedule D, Page 4, Part XII, Line 2D

Net assets released from restrictions 37,500

Schedule D, Page 4, Part XII, Line 4B

INVESTMENT FEES 29,631

Raw XML AppendixShowing 400 of 532 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LUMIBILITY, INC. HAS RECEIVED EXEMPTION FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. LUMIBILITY, INC. HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 509(A)(2). LUMIBILITY, INC. BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. LUMIBILITY INC.'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR JUNE 30, 2024, 2023 AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET ASSETS RELEASED FROM RESTRICTION 37,500
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT FEES 29,631
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3NET ASSETS RELEASED FROM RESTRICTIONS 37,500

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