Civic Intelligence

Luma USA Inc.

990PF • Fiscal year 2017 • EIN 45-1500183

Aug 01, 2016 to Jul 31, 2017 • Filed on Sep 28, 2017

Organization Profile
70 Grand Ave Portney CO CpasRiver Edge, NJ 07661

(201) 862-0500

Siviq Scores

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

Liabilities / Assets

99th percentile

0.99x

Higher debt load relative to assets than 99% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

100th percentile

35.09x

Higher debt load relative to revenue than 100% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Net Margin

43rd percentile

8.1%

Higher net margin than 43% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2017 filings • NTEE T • $10M-$25M nonprofits • Source year 2017

Asset Growth

31st percentile

0.2%

Faster asset growth than 31% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

64th percentile

43%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • NTEE T • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$10,062,276

Up $22,035 (+0.2%) from 2016

Net Assets

Up

$62,276

Up $22,035 (+55%) from 2016

Liabilities

Flat

$10,000,000

Flat from 2016

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin43rd percentile

Revenue

Up

$285,000

Up $85,000 (+43%) from 2016

Expenses

Up

$261,886

Up $69,772 (+36%) from 2016

Net Income

Up

$23,114

Up $15,228 (+193%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$15M$10M$5.0M$0Assets 2011: $12,639Liabilities 2011: $02011Assets 2012: $1,392Liabilities 2012: $02012Assets 2013: $9,732Liabilities 2013: $02013Assets 2014: $85,493Liabilities 2014: $0Net Assets 2014: $85,4932014Assets 2015: $10,032,355Liabilities 2015: $10,000,000Net Assets 2015: $32,3552015Assets 2016: $10,040,241Liabilities 2016: $10,000,000Net Assets 2016: $40,2412016Assets 2017: $10,062,276Liabilities 2017: $10,000,000Net Assets 2017: $62,2762017Assets 2018: $10,060,496Liabilities 2018: $10,000,000Net Assets 2018: $60,4962018Assets 2019: $10,083,203Liabilities 2019: $10,000,000Net Assets 2019: $83,2032019Assets 2020: $10,071,453Liabilities 2020: $10,000,000Net Assets 2020: $71,4532020Assets 2021: $10,074,945Liabilities 2021: $10,000,000Net Assets 2021: $74,9452021Assets 2022: $10,032,737Liabilities 2022: $0Net Assets 2022: $10,032,7372022Assets 2023: $10,053,503Liabilities 2023: $0Net Assets 2023: $10,053,5032023Assets 2024: $10,075,213Liabilities 2024: $0Net Assets 2024: $10,075,2132024

Highlighted filing

2017

Assets$10,062,276
Liabilities$10,000,000
Net Assets$62,276
Open 2017 Filing

Operations Trend

Revenue Growth64th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $12,709Expenses 2011: $70Net Income 2011: $12,6392011Revenue 2012: $86,403Expenses 2012: $97,650Net Income 2012: -$11,2472012Revenue 2013: $10,000Expenses 2013: $1,660Net Income 2013: $8,3402013Revenue 2014: $145,000Expenses 2014: $69,239Net Income 2014: $75,7612014Revenue 2015: $130,000Expenses 2015: $183,138Net Income 2015: -$53,1382015Revenue 2016: $200,000Expenses 2016: $192,114Net Income 2016: $7,8862016Revenue 2017: $285,000Expenses 2017: $261,886Net Income 2017: $23,1142017Revenue 2018: $175,086Expenses 2018: $176,925Net Income 2018: -$1,8392018Revenue 2019: $150,124Expenses 2019: $134,548Net Income 2019: $15,5762019Revenue 2020: $150,045Expenses 2020: $161,795Net Income 2020: -$11,7502020Revenue 2021: $150,006Expenses 2021: $146,514Net Income 2021: $3,4922021Revenue 2022: $75,005Expenses 2022: $117,214Net Income 2022: -$42,2092022Revenue 2023: $158,024Expenses 2023: $137,258Net Income 2023: $20,7662023Revenue 2024: $150,020Expenses 2024: $128,310Net Income 2024: $21,7102024

Highlighted filing

2017

Revenue$285,000
Expenses$261,886
Net Income$23,114
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Sep 28, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
STANLEY BUCHTHALTreasurer-$0--
-Director-$0--
-Director-$0--
Filing and Contact Details

Filer

Filer Name
Luma USA Inc
EIN
45-1500183
Phone
2018620500
Address
70 GRAND AVE PORTNEY CO CPAS, RIVER EDGE, NJ 07661

Signing Officer

Name
Stanley Buchthal
Title
Treasurer
Phone
2128265547
Signed
2017-09-28
Discuss with paid preparer
Yes

Preparer

Firm
PORTNEY & COMPANY CPA'S
Address
70 GRAND AVE STE 107, RIVER EDGE, NJ 07661
Preparer
Mary Lou Portney CPA
Phone
2018620500
Raw XML Appendix274 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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IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0DANZIGER, DANZIGER
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0113694
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0113694
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt010000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0MARIE ANNE HOFFMANN
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt010000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0PURCHASE OF ART ARCHIVE FOR FOUNDAT
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02014-01
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0PRESIDENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ART ARCHIVE CONFORMING W/ CHARITABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PURPOSE OF FOUNDATIO
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt010000000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01079
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OVER DISTRIBUTION
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ART ARCHIVAL STORAGE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ART ARCHIVAL INSURANCE EXPENS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01718
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt175226
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt267535
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11718
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt275226
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt367535
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STANLEY BUCHTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02128265547
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUMA USA INC
ReturnHeader/Filer/BusinessNameControlTxt0LUMA
ReturnHeader/Filer/EIN0451500183
ReturnHeader/Filer/PhoneNum02018620500
ReturnHeader/Filer/USAddress/AddressLine1Txt070 GRAND AVE PORTNEY CO CPAS
ReturnHeader/Filer/USAddress/CityNm0RIVER EDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007661
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A3A8719C7C146EDAF2D7D8D767C83ABA3B9372F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A3A8719C7C146EDAF2D7D8D767C83ABA3B9372F3
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223054269
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PORTNEY & COMPANY CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 GRAND AVE STE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RIVER EDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007661
ReturnHeader/PreparerPersonGrp/PhoneNum02018620500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY LOU PORTNEY CPA
ReturnHeader/ReturnTs02017-10-06T11:37:09-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,062,276
Liabilities
$10,000,000
Net assets
$62,276
Revenue
$285,000
Expenses
$261,886
Net income
$23,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.15$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.16$0.14$0.02
2022Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.08$0.12$0.04
2021Detailed filing. Detailed filing data is available for this year.$10.1$10.0$0.07$0.15$0.15$0.00
2020Detailed filing. Detailed filing data is available for this year.$10.1$10.0$0.07$0.15$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$10.1$10.0$0.08$0.15$0.13$0.02
2018Detailed filing. Detailed filing data is available for this year.$10.1$10.0$0.06$0.18$0.18$0.00
2017Detailed filing. Detailed filing data is available for this year.$10.1$10.0$0.06$0.29$0.26$0.02
2016Detailed filing. Detailed filing data is available for this year.$10.0$10.0$0.04$0.20$0.19$0.01
2015Detailed filing. Detailed filing data is available for this year.$10.0$10.0$0.03$0.13$0.18$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.15$0.07$0.08
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.01
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.09$0.10$0.01
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.00$0.01