Civic Intelligence

Lumi Foundation Inc.

EIN 82-4562506 • Atlanta, GA

Pub. 78 Eligible
1585 S Ponce de Leon Ave NE Apt 15Atlanta, GA 30307
Siviq Scores

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

Liabilities / Assets

81st percentile

0.09x

Higher debt load relative to assets than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

3.75x

Higher debt load relative to revenue than 98% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

17th percentile

-44%

Higher net margin than 17% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

69th percentile

8.0%

Faster asset growth than 69% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$268,891

Up $19,974 (+8.0%) from 2023

Liabilities

Up

$24,685

Up $1,200 (+5.1%) from 2023

Net Assets

Up

$244,206

Up $18,774 (+8.3%) from 2023

Operations
Liabilities / Revenue98th percentileNet Margin17th percentile

Revenue

Up

$6,579

Up $1,452 (+28%) from 2023

Expenses

Up

$9,472

Up $1,557 (+20%) from 2023

Net Income

Down

-$2,893

Down $105 (-3.8%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$300K$200K$100K$0Assets 2019: $197,667Liabilities 2019: $6,018Net Assets 2019: $191,6492019Assets 2020: $248,439Liabilities 2020: $15,360Net Assets 2020: $233,0792020Assets 2021: $279,783Liabilities 2021: $16,435Net Assets 2021: $263,3482021Assets 2022: $226,195Liabilities 2022: $17,585Net Assets 2022: $208,6102022Assets 2023: $248,917Liabilities 2023: $23,485Net Assets 2023: $225,4322023Assets 2024: $268,891Liabilities 2024: $24,685Net Assets 2024: $244,2062024

Highlighted filing

2024

Assets$268,891
Liabilities$24,685
Net Assets$244,206
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2019: $4,658Expenses 2019: $4,594Net Income 2019: $642019Revenue 2020: $4,910Expenses 2020: $22,100Net Income 2020: -$17,1902020Revenue 2021: $5,209Expenses 2021: $7,119Net Income 2021: -$1,9102021Revenue 2022: $4,396Expenses 2022: $12,951Net Income 2022: -$8,5552022Revenue 2023: $5,127Expenses 2023: $7,915Net Income 2023: -$2,7882023Revenue 2024: $6,579Expenses 2024: $9,472Net Income 2024: -$2,8932024

Highlighted filing

2024

Revenue$6,579
Expenses$9,472
Net Income-$2,893
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,891
Liabilities
$24,685
Net assets
$244,206
Revenue
$6,579
Expenses
$9,472
Net income
-$2,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.25$2.44$0.07$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.49$0.23$2.25$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.18$2.09$0.04$0.13$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.80$0.16$2.63$0.05$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.15$2.33$0.05$0.22$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.06$1.92$0.05$0.05$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 25, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen OdomDirector-$0--
Ellen CoggeshallDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lumi Foundation Inc
EIN
82-4562506
Phone
4046608549
Address
1585 S Ponce de Leon Ave NE Apt 15, Atlanta, GA 30307

Signing Officer

Name
Stephen Odom
Title
Director
Phone
4046608549
Signed
2025-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Joel M Shapiro CPA Pc
Address
375 GUILDHALL GRV, ALPHARETTA, GA 30022
Preparer
Joel M Shapiro CPA
Phone
7707546671
Raw XML Appendix332 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Trinity Presbyterian Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Campbell University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Wellstar Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Mount Holyoke College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03003 Howell Mill Rd NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1450 Leslie Campbell Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21800 Parkway Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt350 College Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Buies Creek
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Marietta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3South Hadley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127506
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301075
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06506
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07706
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012928
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07706
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05222
OtherIncomeSchedule2/OtherIncomeDetail/Desc02023 Excise Tax Refund
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015933
OtherIncreasesSchedule/OtherIncreasesDetail/Amt15734
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Net Change in Unrealized Gain/(Loss)
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Adjust for FMV of Securities
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01766
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BNY Mellon Invest Adv Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01766
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Stephen Odom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04046608549
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lumi Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0LUMI
ReturnHeader/Filer/EIN0824562506
ReturnHeader/Filer/PhoneNum04046608549
ReturnHeader/Filer/USAddress/AddressLine1Txt01585 S Ponce de Leon Ave NE Apt 15
ReturnHeader/Filer/USAddress/CityNm0Atlanta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030307
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200467068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOEL M SHAPIRO CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0375 GUILDHALL GRV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALPHARETTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030022
ReturnHeader/PreparerPersonGrp/PhoneNum07707546671
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joel M Shapiro CPA
ReturnHeader/ReturnTs02025-10-30T13:40:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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