Civic Intelligence

Lumin Education

990 • Fiscal year 2014 • EIN 75-1612054

Sep 01, 2013 to Aug 31, 2014 • Filed on May 15, 2015

Organization ProfileWWW.LUMINEDUCATION.ORG

View Organization Page

924 Wayne Street75223

(214) 824-8950

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

27th percentile

-2.0%

Higher net margin than 27% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$96,250

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

33rd percentile

-0.4%

Faster asset growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

13th percentile

-17%

Faster revenue growth than 13% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$13,409,341

Down $51,939 (-0.4%) from 2013

Net Assets

Down

$13,222,020

Down $117,360 (-0.9%) from 2013

Liabilities

Up

$187,321

Up $65,421 (+54%) from 2013

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin27th percentile

Revenue

Down

$6,011,023

Down $1,188,980 (-17%) from 2013

Expenses

Up

$6,128,383

Up $401,143 (+7.0%) from 2013

Net Income

Down

-$117,360

Down $1,590,123 (-108%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$30M$20M$10M$0Assets 2010: $10,274,813Liabilities 2010: $194,774Net Assets 2010: $10,080,0392010Assets 2011: $11,903,710Liabilities 2011: $105,888Net Assets 2011: $11,797,8222011Assets 2012: $12,311,011Liabilities 2012: $111,448Net Assets 2012: $12,199,5632012Assets 2013: $13,461,280Liabilities 2013: $121,900Net Assets 2013: $13,339,3802013Assets 2014: $13,409,341Liabilities 2014: $187,321Net Assets 2014: $13,222,0202014Assets 2015: $21,537,912Liabilities 2015: $1,786,957Net Assets 2015: $19,750,9552015Assets 2016: $20,636,475Liabilities 2016: $235,677Net Assets 2016: $20,400,7982016Assets 2017: $20,886,305Liabilities 2017: $151,076Net Assets 2017: $20,735,2292017Assets 2018: $19,378,879Liabilities 2018: $263,654Net Assets 2018: $19,115,2252018Assets 2019: $18,599,250Liabilities 2019: $158,436Net Assets 2019: $18,440,8142019Assets 2020: $19,823,909Liabilities 2020: $251,439Net Assets 2020: $19,572,4702020Assets 2021: $26,563,589Liabilities 2021: $228,100Net Assets 2021: $26,335,4892021Assets 2022: $24,767,490Liabilities 2022: $319,650Net Assets 2022: $24,447,8402022Assets 2023: $26,878,151Liabilities 2023: $184,331Net Assets 2023: $26,693,8202023

Highlighted filing

2014

Assets$13,409,341
Liabilities$187,321
Net Assets$13,222,020
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,431,0632010Revenue 2011: $6,779,198Expenses 2011: $4,973,086Net Income 2011: $1,806,1122011Expenses 2012: $5,353,5342012Revenue 2013: $7,200,003Expenses 2013: $5,727,240Net Income 2013: $1,472,7632013Revenue 2014: $6,011,023Expenses 2014: $6,128,383Net Income 2014: -$117,3602014Revenue 2015: $13,916,211Expenses 2015: $7,387,276Net Income 2015: $6,528,9352015Revenue 2016: $7,434,432Expenses 2016: $7,109,289Net Income 2016: $325,1432016Revenue 2017: $7,882,433Expenses 2017: $7,525,521Net Income 2017: $356,9122017Revenue 2018: $6,691,389Expenses 2018: $8,040,642Net Income 2018: -$1,349,2532018Revenue 2019: $7,204,587Expenses 2019: $8,262,843Net Income 2019: -$1,058,2562019Revenue 2020: $8,587,601Expenses 2020: $8,118,007Net Income 2020: $469,5942020Revenue 2021: $14,658,327Expenses 2021: $8,486,694Net Income 2021: $6,171,6332021Revenue 2022: $7,420,880Expenses 2022: $7,718,304Net Income 2022: -$297,4242022Revenue 2023: $8,930,416Expenses 2023: $7,549,025Net Income 2023: $1,381,3912023

Highlighted filing

2014

Revenue$6,011,023
Expenses$6,128,383
Net Income-$117,360
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
May 15, 2015
Return Version
2013v4.0
Gross Receipts
$6,011,023
Mission and Program Overview

Mission

To transform education by starting young, involving parents, and creating learning environments to inspire children from all cultural and economic backgrounds.

EDUCATION OF CHILDREN

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,941,586$5,208,979▲ $267,393
Cash and Non-Interest-Bearing Accounts$531,946$3,885,990▲ $3,354,044
Land, Buildings, and Equipment, Net$3,649,855$3,403,267▼ $246,588
Savings and Temporary Cash Investments$2,964,802--
Pledges and Grants Receivable$1,212,435$701,813▼ $510,622
Accounts Receivable$17,453$35,249▲ $17,796
Prepaid Expenses and Deferred Charges$4,732$10,697▲ $5,965
Total Assets$13,461,280$13,409,341▼ $51,939
Other Assets Total$138,471$163,346▲ $24,875
Liabilities
Accounts Payable and Accrued Expenses$121,900$187,321▲ $65,421
Total Liabilities$121,900$187,321▲ $65,421
Net Assets / Fund Balance
Unrestricted Net Assets$6,822,058$7,595,162▲ $773,104
Temporarily Rstr Net Assets$4,886,198$3,793,434▼ $1,092,764
Permanently Rstr Net Assets$1,631,124$1,833,424▲ $202,300
Total Net Assets Fund Balance$13,339,380$13,222,020▼ $117,360
Total Liabilities and Net Assets / Fund Balance$13,461,280$13,409,341▼ $51,939

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,621,397$3,040,536$4,661,933
Land$1,632,447-$1,632,447
Equipment$149,423$568,169$717,592

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$4,586,868$295,527--$4,882,395
2012$4,530,754$56,114--$4,586,868
2011$4,017,176$513,578--$4,530,754
2010$4,017,176---$4,017,176
2009$4,017,350$275--$4,017,176
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Terry FordExec DirectorFT$96,250$96,250

Board Members and Trustees

NameTitle
John FullinwiderPresident
Amrit KirpalaniBoard Member
Michael GilesBoard Member
Trevor PalacioBoard Member
Jeremy SmithSecretary
Mike BirrerTreasurer
Mary Caroline ParkerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,283,548
Program Service Revenue
$268,876
Investment Income
$434,807
Other Revenue
$23,792
All Other Contributions
$1,928,389
Change in Net Assets
$-117,360

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,011,023
Total Revenue per Audited Statements
$6,011,023
Total Revenue per Form 990
$6,011,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,032,133
Total Fundraising Expense$169,190
Salaries, Compensation, and Employee Benefits$96,250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$1,364,476-$169,190$1,533,666
Other Expenses$693,840$844,722-$693,840
Current Officers, Directors, Trustees, and Key Employees-$96,250-$96,250
Total Functional Expenses$5,018,221$940,972$169,190$6,128,383

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,128,383
Total Expenses per Audited Statements$6,128,383
Total Expenses per Form 990$6,128,383
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
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 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
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

“The director of business operations and one or more members of the financie committee review form 990.”

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

“Each board member is required to sign the conflict of interest policy and disclose any potential conflicts.”

Form 990, Page 6, Part VI, Line 19

“Documents are available to the public upon request.”

Filing and Contact Details

Filer

EIN
75-1612054
Phone
2148248950

Signing Officer

Name
Terry Ford
Title
Executive Director
Phone
2148248950
Signed
2015-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Ford
Formed
1978
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
131
Volunteers
500

Preparer

Preparer
Kirk Evans CPA
Phone
9723359754
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“School leadership 528,814 0 0 instructional leadership 331,207 0 0 food service 185,494 0 0 data processing 170,301 0 0 fundraising 0 0 169,190 curric & instr staff dev 85,347 0 0 guidance / counseling 63,313 0 0”

Raw XML Appendix391 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0121900
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0187321
IRS990/AccountsReceivableGrp/BOYAmt017453
IRS990/AccountsReceivableGrp/EOYAmt035249
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0EDUCATION OF CHILDREN
IRS990/AllOtherContributionsAmt01928389
IRS990/AllOtherExpensesGrp/FundraisingAmt0169190
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01364476
IRS990/AllOtherExpensesGrp/TotalAmt01533666
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0SARAH FLETCHER
IRS990/BooksInCareOfDetail/PhoneNum02148248950
IRS990/BooksInCareOfDetail/USAddress/AddressLine10924 WAYNE STREET
IRS990/BooksInCareOfDetail/USAddress/City0DALLAS
IRS990/BooksInCareOfDetail/USAddress/State0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCode075223
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0531946
IRS990/CashNonInterestBearingGrp/EOYAmt03885990
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt096250
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt096250
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05283548
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0434807
IRS990/CYOtherExpensesAmt06032133
IRS990/CYOtherRevenueAmt023792
IRS990/CYProgramServiceRevenueAmt0268876
IRS990/CYRevenuesLessExpensesAmt0-117360
IRS990/CYSalariesCompEmpBnftPaidAmt096250
IRS990/CYTotalExpensesAmt06128383
IRS990/CYTotalFundraisingExpenseAmt0169190
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06011023
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE CORPORATION PROVIDES EDUCATIONAL SERVICES TO PRIMARILY INNER CITY, AT RISK CHILDREN FROM INFANTS THROUGH THIRD GRADE AND PARENTS. THE MAJORITY OF THESE CHILDREN ARE AT OR BELOW THE FEDERAL POVERTY LEVEL AS DEFINED BY THE FEDERAL FREE AND REDUCED LUNCH GUIDELINES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0131
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt05018221
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN FULLINWIDER
IRS990/Form990PartVIISectionAGrp/PersonNm1JEREMY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2MARY CAROLINE PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE BIRRER
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL GILES
IRS990/Form990PartVIISectionAGrp/PersonNm5TREVOR PALACIO
IRS990/Form990PartVIISectionAGrp/PersonNm6AMRIT KIRPALANI
IRS990/Form990PartVIISectionAGrp/PersonNm7TERRY FORD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt796250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXEC DIR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt03355159
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt06011023
IRS990/GrossRentsGrp/RealAmt04800
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0202300
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0232507
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0434807
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04941586
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05208979
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03608705
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03649855
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03403267
IRS990/LandBldgEquipCostOrOtherBssAmt07011972
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0EDUCATION OF CHILDREN
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt013339380
IRS990/NetAssetsOrFundBalancesEOYAmt013222020
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt04800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04800
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0138471
IRS990/OtherAssetsTotalGrp/EOYAmt0163346
IRS990/OtherExpensesGrp/Desc0INSTRUCTION
IRS990/OtherExpensesGrp/Desc1COMMUNITY SERVICES
IRS990/OtherExpensesGrp/Desc2GENERAL ADMINISTRATION
IRS990/OtherExpensesGrp/Desc3PLANT MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0844722
IRS990/OtherExpensesGrp/ProgramServicesAmt01645250
IRS990/OtherExpensesGrp/ProgramServicesAmt11314655
IRS990/OtherExpensesGrp/ProgramServicesAmt2693840
IRS990/OtherExpensesGrp/TotalAmt01645250
IRS990/OtherExpensesGrp/TotalAmt11314655
IRS990/OtherExpensesGrp/TotalAmt2844722
IRS990/OtherExpensesGrp/TotalAmt3693840
IRS990/OtherRevenueMiscGrp/Desc0COCURRICULAR ACTIVITIES
IRS990/OtherRevenueMiscGrp/ExclusionAmt018992
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018992
IRS990/OtherRevenueTotalAmt018992
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01631124
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01833424
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01212435
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0701813
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04732
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010697
IRS990/PrincipalOfficerNm0TERRY FORD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION & FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0268876
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0268876
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06616431
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0238850
IRS990/PYOtherExpensesAmt05664613
IRS990/PYOtherRevenueAmt046879
IRS990/PYProgramServiceRevenueAmt0297843
IRS990/PYRevenuesLessExpensesAmt01472763
IRS990/PYSalariesCompEmpBnftPaidAmt062627
IRS990/PYTotalExpensesAmt05727240
IRS990/PYTotalRevenueAmt07200003
IRS990/ReconcilationRevenueExpnssAmt0-117360
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt04800
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02964802
IRS990ScheduleA/SchoolInd0X
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/BuildingsGrp/BookValueAmt01621397
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03040536
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04661933
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04586868
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0295527
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04882395
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04530754
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt056114
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04586868
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04017176
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0513578
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04530754
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04017176
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04017176
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04017350
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0275
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04017176
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0449
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0149423
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0568169
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0717592
IRS990ScheduleD/ExpensesSubtotalAmt06128383
IRS990ScheduleD/LandGrp/BookValueAmt01632447
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01632447
IRS990ScheduleD/RevenueSubtotalAmt06011023
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03403267
IRS990ScheduleD/TotalExpensesPerForm990Amt06128383
IRS990ScheduleD/TotalRevenuePerForm990Amt06011023
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06011023
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06128383
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0APPROPRIATE ADVERTISING IS PLACED IN THE CLASSIFIED SECTION OF THE DALLAS MORNING NEWS IN THE SPRING OF EACH YEAR
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL WORKS TO ENSURE THAT THE STUDENT BODY AT THE PRIVATE SCHOOL INCLUDES CHILDREN FROM DIVERSE CULTURAL AND RACIAL BACKGROUNDS . THE ENROLLMENT PERCENTAGES ARE APPROXIMATELY 68.4% HISPANIC, 2.28% AFRICAN AMERICAN, 23.57% CAUCASIAN AND 5.75% OTHER.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION RECEIVES PUBLIC CHARTER SCHOOL FUNDS EARNED THROUGH STUDENT ATTENDANCE OF 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.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 5
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DIRECTOR OF BUSINESS OPERATIONS AND ONE OR MORE MEMBERS OF THE FINANCIE COMMITTEE REVIEW FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER IS REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL LEADERSHIP 528,814 0 0 INSTRUCTIONAL LEADERSHIP 331,207 0 0 FOOD SERVICE 185,494 0 0 DATA PROCESSING 170,301 0 0 FUNDRAISING 0 0 169,190 CURRIC & INSTR STAFF DEV 85,347 0 0 GUIDANCE / COUNSELING 63,313 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt04886198
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt03793434
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013461280
IRS990/TotalAssetsEOYAmt013409341
IRS990/TotalAssetsGrp/BOYAmt013461280
IRS990/TotalAssetsGrp/EOYAmt013409341
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05283548
IRS990/TotalEmployeeCnt0131
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0169190
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0940972
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05018221
IRS990/TotalFunctionalExpensesGrp/TotalAmt06128383
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0121900
IRS990/TotalLiabilitiesEOYAmt0187321
IRS990/TotalLiabilitiesGrp/BOYAmt0121900
IRS990/TotalLiabilitiesGrp/EOYAmt0187321
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013339380
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013222020
IRS990/TotalProgramServiceExpensesAmt05018221
IRS990/TotalProgramServiceRevenueAmt0268876
IRS990/TotalReportableCompFromOrgAmt096250
IRS990/TotalRevenueGrp/ExclusionAmt0226092
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0501383
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt06011023
IRS990/TotalVolunteersCnt0500
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013461280
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013409341
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt06822058
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07595162
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10924 WAYNE STREET
IRS990/USAddress/City0DALLAS
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode075223
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.LUMINEDUCATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY FORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02148248950
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10LUMIN EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0LUMI
ReturnHeader/Filer/EIN0751612054
ReturnHeader/Filer/PhoneNum02148248950
ReturnHeader/Filer/USAddress/AddressLine10924 WAYNE STREET
ReturnHeader/Filer/USAddress/City0DALLAS
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode075223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453463504
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EVANS PINGLETON AND HOWARD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108950 GARY BURNS DR STE D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FRISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0750342593
ReturnHeader/PreparerPersonGrp/PhoneNum09723359754
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIRK EVANS CPA
ReturnHeader/ReturnTs02015-07-10T10:53:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,409,341
Liabilities
$187,321
Net assets
$13,222,020
Revenue
$6,011,023
Expenses
$6,128,383
Net income
-$117,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$26.9$0.18$26.7$8.93$7.55$1.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$0.32$24.4$7.42$7.72$0.30
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$0.23$26.3$14.7$8.49$6.17
2020Summary only. Only limited summary data is available for this year.$19.8$0.25$19.6$8.59$8.12$0.47
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$0.16$18.4$7.20$8.26$1.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.26$19.1$6.69$8.04$1.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.15$20.7$7.88$7.53$0.36
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.6$0.24$20.4$7.43$7.11$0.33
2015Detailed filing. Detailed filing data is available for this year.$21.5$1.79$19.8$13.9$7.39$6.53
2014Detailed filing. Detailed filing data is available for this year.$13.4$0.19$13.2$6.01$6.13$0.12
2013Summary only. Only limited summary data is available for this year.$13.5$0.12$13.3$7.20$5.73$1.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.11$12.2$5.35
2011Summary only. Only limited summary data is available for this year.$11.9$0.11$11.8$6.78$4.97$1.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.19$10.1$3.43
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $10M-$25M nonprofits