Civic Intelligence

Lumen Institute Incorporated

EIN 45-1704799 • 501(c)3 • Allentown, PA

Profile

Lumen promotes the spiritual development of individuals with a context that encourages the individuals to extend the values and lessons of faith, character, and leadership to their families and the community, therefore benefiting society as a whole.

PO Box 3542Allentown, PA 18106

www.lumeninstitute.org

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.02x

Higher debt load relative to revenue than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

34th percentile

-2.0%

Higher net margin than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$100,000

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.9%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

3.7%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,977,049

Down $37,511 (-1.9%) from 2023

Liabilities

Down

$20,000

Down $11,676 (-37%) from 2023

Net Assets

Down

$1,957,049

Down $25,835 (-1.3%) from 2023

Revenue

Up

$1,322,009

Up $47,119 (+3.7%) from 2023

Expenses

Up

$1,347,844

Up $169,107 (+14%) from 2023

Net Income

Down

-$25,835

Down $121,988 (-127%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2014: $324,215Liabilities 2014: $166,306Net Assets 2014: $157,9092014Assets 2015: $507,889Liabilities 2015: $0Net Assets 2015: $507,8892015Assets 2016: $733,257Liabilities 2016: $125Net Assets 2016: $733,1322016Assets 2017: $919,081Liabilities 2017: $0Net Assets 2017: $919,0812017Assets 2018: $1,164,411Liabilities 2018: $0Net Assets 2018: $1,164,4112018Assets 2019: $1,365,366Liabilities 2019: $2,052Net Assets 2019: $1,363,3142019Assets 2020: $1,641,574Liabilities 2020: $49,900Net Assets 2020: $1,591,6742020Assets 2021: $1,857,674Liabilities 2021: $90,037Net Assets 2021: $1,767,6372021Assets 2022: $1,910,957Liabilities 2022: $46,311Net Assets 2022: $1,864,6462022Assets 2023: $2,014,560Liabilities 2023: $31,676Net Assets 2023: $1,982,8842023Assets 2024: $1,977,049Liabilities 2024: $20,000Net Assets 2024: $1,957,0492024

Highlighted filing

2024

Assets$1,977,049
Liabilities$20,000
Net Assets$1,957,049

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $656,592Expenses 2014: $521,168Net Income 2014: $135,4242014Revenue 2015: $759,803Expenses 2015: $409,823Net Income 2015: $349,9802015Revenue 2016: $711,217Expenses 2016: $485,974Net Income 2016: $225,2432016Revenue 2017: $1,032,598Expenses 2017: $803,866Net Income 2017: $228,7322017Revenue 2018: $912,888Expenses 2018: $667,558Net Income 2018: $245,3302018Revenue 2019: $992,489Expenses 2019: $793,586Net Income 2019: $198,9032019Revenue 2020: $1,036,227Expenses 2020: $850,650Net Income 2020: $185,5772020Revenue 2021: $1,133,661Expenses 2021: $957,698Net Income 2021: $175,9632021Revenue 2022: $1,177,767Expenses 2022: $1,101,923Net Income 2022: $75,8442022Revenue 2023: $1,274,890Expenses 2023: $1,178,737Net Income 2023: $96,1532023Revenue 2024: $1,322,009Expenses 2024: $1,347,844Net Income 2024: -$25,8352024

Highlighted filing

2024

Revenue$1,322,009
Expenses$1,347,844
Net Income-$25,835

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,322,009
Mission and Program Overview

Mission

Lumen promotes the spiritual development of individuals with a context that encourages the individuals to extend the values and lessons of faith, character, and leadership to their families and the community, therefore benefiting society as a whole.

Lumen continued it mission in 2024 having regularly scheduled meetings,events and luncheons on topics of faith,leadership and character. In the year 2024 xxx men and women participated in 7 locations. The Calgary, Canada location was added in 2024. At the end of the year membership was at 224 members and 61 junior fellows.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,351,531$1,423,087▲ $71,556
Accounts Receivable$294,467$321,870▲ $27,403
Cash and Non-Interest-Bearing Accounts$368,562$219,383▼ $149,179
Prepaid Expenses and Deferred Charges-$12,709-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,014,560$1,977,049▼ $37,511
Other Assets Total-$0-
Liabilities
Other Liabilities$31,676--
Accounts Payable and Accrued Expenses-$20,000-
Total Liabilities$31,676$20,000▼ $11,676
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,982,884$1,957,049▼ $25,835
Total Net Assets Fund Balance$1,982,884$1,957,049▼ $25,835
Total Liabilities and Net Assets / Fund Balance$2,014,560$1,977,049▼ $37,511

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$815$815
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert DillManaging DirectFT$100,000$100,000

Board Members and Trustees

NameTitle
David G HannaChairman
James HislopVice President
Daniel A D'AnielloDirector
John Connor LCDirector
Mark Haydu LCDirector
Nathaniel Haslam LCDirector
Patrick BaugierDirector
Stephen AuthDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$680,405
Program Service Revenue
$569,886
Investment Income
$71,718
Other Revenue
$0
All Other Contributions
$680,405
Change in Net Assets
$-25,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,139,184
Grants and Similar Amounts Paid$108,660
Salaries, Compensation, and Employee Benefits$100,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$534,018--$534,018
Fees for Services Management-$146,070-$146,070
Grants to Domestic Orgs$108,660--$108,660
All Other Expenses$97,835$8,113-$105,948
Current Officers, Directors, Trustees, and Key Employees-$100,000-$100,000
Fees for Services Accounting-$76,975-$76,975
Travel$29,707--$29,707
Other Expenses$26,464--$26,464
Fees for Services Legal-$19,228-$19,228
Office Expenses-$11,813-$11,813
Insurance-$2,985-$2,985
Total Functional Expenses$982,660$365,184$0$1,347,844
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bernadette of LourdeSouthport, CT-Bernadette of Lourde Production$52,000
Young Catholic ProfessionalsMetairie, LA-Program service$15,000
Catholic World MissionRoswell, GA-St Joseph Fatherhood grant$12,500
St Paul Evangelization SocietBluffton, IN-Barnabas Fellows$9,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is prepared by an outside CPA and it is reviewed by the accountant. The 990 is sent to each director for review and comments before it is signed and mailed out.

Form 990, Part VI, Section C, Line 18

The 990 and Form 1023 are available to the general public, but no public request were received during the year.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Lumen Institute Incorporated
EIN
45-1704799
Phone
7709061629
Address
PO Box 3542, Allentown, PA 18106

Signing Officer

Name
Robert Dill
Title
Managing Direct
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Dill
Formed
2011
Legal Domicile
Nj
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Carlos J Reynoso CPA
Address
1595 Peachtree Pkwy Suite 204-305, Cumming, GA 30041
Preparer
Carlos J Reynoso
Phone
4045197394
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012709
IRS990/PrincipalOfficerNm0Robert Dill
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Formation programs
IRS990/ProgramServiceRevenueGrp/Desc1LLSS luncheons
IRS990/ProgramServiceRevenueGrp/Desc2Young Fellowship
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0520000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12450
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt247436
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0520000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt247436
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0607929
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt041000
IRS990/PYInvestmentIncomeAmt051680
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01087737
IRS990/PYProgramServiceRevenueAmt0615281
IRS990/PYRevenuesLessExpensesAmt096153
IRS990/PYSalariesCompEmpBnftPaidAmt050000
IRS990/PYTotalExpensesAmt01178737
IRS990/PYTotalRevenueAmt01274890
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-25835
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01351531
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01423087
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0680405
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0607929
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0625036
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0645992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0522044
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03081406
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02450
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05565
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03300
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt060
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014445
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt03095851
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0682855
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0613494
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0628336
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0649062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0522104
IRS990ScheduleA/Total509Grp/TotalAmt03095851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0682855
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0613494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0628336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0649062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0522104
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03095851
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0815
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0815
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt052000
IRS990ScheduleI/RecipientTable/CashGrantAmt112500
IRS990ScheduleI/RecipientTable/CashGrantAmt29000
IRS990ScheduleI/RecipientTable/CashGrantAmt315000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Bernadette of Lourde Production
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1St Joseph Fatherhood grant
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Barnabas Fellows
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Program service
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Bernadette of Lourde
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Catholic World Mission
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2St Paul Evangelization Societ
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Young Catholic Professionals
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0418 Harbor Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt130 Mansell Ct Suite 103
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2300 South State Rd Ste 201
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3242 WLivingston Place
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Southport
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Roswell
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Bluffton
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Metairie
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1GA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3LA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006890
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd130076
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd246715
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd370005
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The recipient organizations are Other Organizations(Religious). Lumen has experience/knowledge of the activities of the organizations.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is prepared by an outside CPA and it is reviewed by the accountant. The 990 is sent to each director for review and comments before it is signed and mailed out.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 and Form 1023 are available to the general public, but no public request were received during the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

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