Civic Intelligence

Lutron Foundation

990PF • Fiscal year 2023 • EIN 23-2322928

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

Organization Profile
7200 Suter RdCoopersburg, PA 18036

(610) 282-3800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-762%

Higher net margin than 1% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-7.8%

Faster revenue growth than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Flat

$3,531,055

Flat from 2023

Net Assets

$3,531,055

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Flat

$87,179

Flat from 2023

Expenses

Flat

$751,152

Flat from 2023

Net Income

Flat

-$663,973

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $3,566,870Liabilities 2011: $02011Assets 2012: $3,775,792Liabilities 2012: $02012Assets 2013: $4,129,378Liabilities 2013: $02013Assets 2014: $4,545,293Liabilities 2014: $02014Assets 2015: $4,749,369Liabilities 2015: $02015Assets 2016: $4,915,678Liabilities 2016: $0Net Assets 2016: $4,915,6782016Assets 2017: $5,206,209Liabilities 2017: $0Net Assets 2017: $5,206,2092017Assets 2019: $4,990,722Liabilities 2019: $0Net Assets 2019: $4,990,7222019Assets 2020: $4,320,868Liabilities 2020: $0Net Assets 2020: $4,320,8682020Assets 2021: $4,860,023Liabilities 2021: $0Net Assets 2021: $4,860,0232021Assets 2022: $4,188,834Liabilities 2022: $12022Assets 2023: $3,531,055Liabilities 2023: $0Net Assets 2023: $3,531,0552023Assets 2023: $3,531,055Liabilities 2023: $12023

Highlighted filing

2023

Assets$3,531,055
Liabilities$0
Net Assets$3,531,055
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $822,465Expenses 2011: $602,243Net Income 2011: $220,2222011Revenue 2012: $965,363Expenses 2012: $757,941Net Income 2012: $207,4222012Revenue 2013: $1,082,761Expenses 2013: $751,175Net Income 2013: $331,5862013Revenue 2014: $1,152,336Expenses 2014: $736,421Net Income 2014: $415,9152014Revenue 2015: $937,142Expenses 2015: $733,066Net Income 2015: $204,0762015Revenue 2016: $906,744Expenses 2016: $740,435Net Income 2016: $166,3092016Revenue 2017: $1,076,027Expenses 2017: $778,751Net Income 2017: $297,2762017Revenue 2019: $397,615Expenses 2019: $849,491Net Income 2019: -$451,8762019Revenue 2020: $149,641Expenses 2020: $822,060Net Income 2020: -$672,4192020Revenue 2021: $1,287,215Expenses 2021: $745,227Net Income 2021: $541,9882021Revenue 2022: $94,581Expenses 2022: $769,523Net Income 2022: -$674,9422022Revenue 2023: $87,179Expenses 2023: $751,152Net Income 2023: -$663,9732023Revenue 2023: $87,179Expenses 2023: $751,152Net Income 2023: -$663,9732023

Highlighted filing

2023

Revenue$87,179
Expenses$751,152
Net Income-$663,973
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN S HAKKARAINENPresident-$0--
MICHAEL W PESSINAExecutive Vice President-$0--
JANET ULMANSecretary & Treasurer-$0--
LUU T TRANAsst. Secretary & Asst. Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lutron Foundation
EIN
23-2322928
Phone
6102823800
Address
7200 SUTER RD, COOPERSBURG, PA 18036

Signing Officer

Name
Janet Ulman
Title
Treasurer
Phone
6102823800
Signed
2024-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
30 SOUTH 17TH STREET SUITE 710, PHILADELPHIA, PA 19103
Preparer
MICHELLE O'NEILL
Phone
2157654600
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,531,055
Liabilities
$0
Net assets
$3,531,055
Revenue
$87,179
Expenses
$751,152
Net income
-$663,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.09$0.75$0.66
2023Summary only. Only limited summary data is available for this year.$3.53$0.00$0.09$0.75$0.66
2022Summary only. Only limited summary data is available for this year.$4.19$0.00$0.09$0.77$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.00$4.86$1.29$0.75$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.00$4.32$0.15$0.82$0.67
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.00$4.99$0.40$0.85$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.00$5.21$1.08$0.78$0.30
2016Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.91$0.74$0.17
2015Summary only. Only limited summary data is available for this year.$4.75$0.00$0.94$0.73$0.20
2014Summary only. Only limited summary data is available for this year.$4.55$0.00$1.15$0.74$0.42
2013Summary only. Only limited summary data is available for this year.$4.13$0.00$1.08$0.75$0.33
2012Summary only. Only limited summary data is available for this year.$3.78$0.00$0.97$0.76$0.21
2011Summary only. Only limited summary data is available for this year.$3.57$0.00$0.82$0.60$0.22