Civic Intelligence

Lum Foundation

990PF • Fiscal year 2021 • EIN 85-4229703

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization Profile
115 Broadway FL 5New York, NY 10006

(646) 974-8051

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

1.00x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Net Margin

1st percentile

-503628000%

Higher net margin than 1% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2021 filings • NTEE T20 • $10M-$25M nonprofits • Source year 2021

Asset Growth

2nd percentile

-25%

Faster asset growth than 2% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • NTEE T20 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$14,963,719

Down $5,036,281 (-25%) from 2020

Net Assets

Down

$14,963,719

Down $5,036,281 (-25%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin1st percentile

Revenue

Down

$1

Down $19,999,999 (-100%) from 2020

Expenses

Up

$5,036,281

Up $5,036,281 from 2020

Net Income

Down

-$5,036,280

Down $25,036,280 (-125%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$30M$20M$10M$0Assets 2020: $20,000,000Liabilities 2020: $1Net Assets 2020: $20,000,0002020Assets 2021: $14,963,719Liabilities 2021: $1Net Assets 2021: $14,963,7192021Assets 2022: $19,775,540Liabilities 2022: $1Net Assets 2022: $19,775,5402022Assets 2023: $17,363,382Liabilities 2023: $1Net Assets 2023: $17,363,3822023Assets 2024: $28,489,243Liabilities 2024: $0Net Assets 2024: $28,489,2432024

Highlighted filing

2021

Assets$14,963,719
Liabilities$1
Net Assets$14,963,719
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$20M$10M$0-$10MRevenue 2020: $20,000,000Expenses 2020: $0Net Income 2020: $20,000,0002020Revenue 2021: $1Expenses 2021: $5,036,281Net Income 2021: -$5,036,2802021Revenue 2022: $5Expenses 2022: $188,179Net Income 2022: -$188,1742022Revenue 2023: $153,671Expenses 2023: $2,565,829Net Income 2023: -$2,412,1582023Revenue 2024: $13,300,783Expenses 2024: $2,174,922Net Income 2024: $11,125,8612024

Highlighted filing

2021

Revenue$1
Expenses$5,036,281
Net Income-$5,036,280
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT A GRANIERIDirector-$0--
SARAH GROOTHUISSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Lum Foundation
EIN
85-4229703
Phone
6469748051
Address
115 BROADWAY FL 5, NEW YORK, NY 10006

Signing Officer

Name
Robert Granieri
Title
President/director
Phone
6169748051
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
733 THIRD AVENUE, NEW YORK, NY 10017-2703
Preparer
GERARD O'BEIRNE
Phone
2129498700
Raw XML Appendix276 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt020000
IRS990PF/FMVAssetsEOYAmt019926355
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04008189
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt059208
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt035333
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt035333
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0948
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0948
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT GRANIERI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06169748051
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUMF
ReturnHeader/Filer/EIN0854229703
ReturnHeader/Filer/PhoneNum06469748051
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 BROADWAY FL 5
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0733 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100172703
ReturnHeader/PreparerPersonGrp/PhoneNum02129498700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERARD O'BEIRNE
ReturnHeader/ReturnTs02022-11-15T17:00:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRANIERI
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,963,719
Liabilities
$1
Net assets
$14,963,719
Revenue
$1
Expenses
$5,036,281
Net income
-$5,036,280
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$13.3$2.17$11.1
2023Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$0.15$2.57$2.41
2022Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$0.00$0.19$0.19
2021Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$0.00$5.04$5.04
2020Detailed filing. Detailed filing data is available for this year.$20.0$0.00$20.0$20.0$0.00$20.0