Civic Intelligence

Luminary Impact Fund

990EZ • Fiscal year 2023 • EIN 93-1752663

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

767B Portola StreetSan Francisco, CA 94129

(646) 709-2734

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.74x

Higher debt load relative to assets than 92% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

0.63x

Higher debt load relative to revenue than 93% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

98th percentile

$94,769

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 54.1% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Assets

$149,886

No earlier filing loaded for comparison.

Net Assets

$39,292

No earlier filing loaded for comparison.

Liabilities

$110,594

No earlier filing loaded for comparison.

Revenue

$175,277

No earlier filing loaded for comparison.

Expenses

$135,985

No earlier filing loaded for comparison.

Net Income

$39,292

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2023: $149,886Liabilities 2023: $110,594Net Assets 2023: $39,2922023Assets 2024: $6,228,461Liabilities 2024: $17,495Net Assets 2024: $6,210,9662024

Highlighted filing

2023

Assets$149,886
Liabilities$110,594
Net Assets$39,292

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0Revenue 2023: $175,277Expenses 2023: $135,985Net Income 2023: $39,2922023Revenue 2024: $7,207,830Expenses 2024: $775,824Net Income 2024: $6,432,0062024

Highlighted filing

2023

Revenue$175,277
Expenses$135,985
Net Income$39,292
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$175,277
Mission and Program Overview

Mission

Luminary impact fund seeds family mental health innovation to improve the lives of parents and children. We will research, select, and support organizations working in family mental health in california and nationally.

Program Services

DescriptionGrantsExpenses
LUMINARY IMPACT FUND WILL EMPOWER ENTREPRENEURS WITH THE SEED CAPITAL AND TALENT TO HELP SOLVE THE FAMILY MENTAL HEALTH CRISIS. THE FAMILY MENTAL HEALTH CRISIS REFERS TO THE ALARMING RATES AT WHICH CAREGIVERS AND CHILDREN ARE EXPERIENCING ANXIETY AND DEPRESSION AND THE EFFECT THOSE CONDITIONS HAVE ON THEIR WELLBEING AND LIVELIHOOD. LUMINARY IMPACT FUND WILL PROVIDE SEED CAPITAL IN A VARIETY OF WAYS DEPENDING ON THE SPECIFIC SITUATION. THIS MAY INCLUDE GRANTS OR DONATIONS TO OTHER NON-PROFIT ORGANIZATIONS AND MAY ALSO INCLUDE EQUITY INVESTMENTS IN CERTAIN FOR-PROFIT COMPANIES WHOSE MISSION ALIGNS WITH THE CHARITABLE PURPOSES OF THE LUMINARY IMPACT FUND. ANY PROCEEDS RECEIVED FROM SUCH INVESTMENTS WILL BE REINVESTED TO FURTHER SUPPORT THE CHARITABLE PURPOSES OF THE LUMINARY IMPACT FUND.$0$112,867
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUISE LANGHEIERCEO, Co-FounderFT$94,769-$94,769
MARTIN SCHNEIDERBoard Chair, Co-Founder-$0--
ABIGAIL SCHNEIDERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Luminary Impact Fund
EIN
93-1752663
Phone
6467092734
Address
767B PORTOLA STREET, SAN FRANCISCO, CA 94129

Signing Officer

Name
Louise Langheier
Title
CEO
Phone
6467092734
Signed
2024-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Armanino Advisory LLC
Address
2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer
Katy Brown
Phone
9257902600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income. Amount: 3.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: fees. Amount: 1,873. Description: travel & meals. Amount: 2,770. Description: office expenses. Amount: 2,468. Total to form 990-ez, line 16: 7,111.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable & accrued expenses. Beg. Of year amount: 0. End of year amount: 10,594. Description: loan payable. Beg. Of year amount: 0. End of year amount: 100,000.

Raw XML Appendix157 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LOUISE LANGHEIER CEO
IRS990EZ/BooksInCareOfDetail/PhoneNum06467092734
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0767B PORTOLA STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094129
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTIN SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ABIGAIL SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LOUISE LANGHEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD CHAIR, CO-FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CEO, CO-FOUNDER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LUMINARY IMPACT FUND SEEDS FAMILY MENTAL HEALTH INNOVATION TO IMPROVE THE LIVES OF PARENTS AND CHILDREN. WE WILL RESEARCH, SELECT, AND SUPPORT ORGANIZATIONS WORKING IN FAMILY MENTAL HEALTH IN CALIFORNIA AND NATIONALLY.
IRS990EZ/PrintingPublicationsPostageAmt071
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LUMINARY IMPACT FUND WILL EMPOWER ENTREPRENEURS WITH THE SEED CAPITAL AND TALENT TO HELP SOLVE THE FAMILY MENTAL HEALTH CRISIS. THE FAMILY MENTAL HEALTH CRISIS REFERS TO THE ALARMING RATES AT WHICH CAREGIVERS AND CHILDREN ARE EXPERIENCING ANXIETY AND DEPRESSION AND THE EFFECT THOSE CONDITIONS HAVE ON THEIR WELLBEING AND LIVELIHOOD. LUMINARY IMPACT FUND WILL PROVIDE SEED CAPITAL IN A VARIETY OF WAYS DEPENDING ON THE SPECIFIC SITUATION. THIS MAY INCLUDE GRANTS OR DONATIONS TO OTHER NON-PROFIT ORGANIZATIONS AND MAY ALSO INCLUDE EQUITY INVESTMENTS IN CERTAIN FOR-PROFIT COMPANIES WHOSE MISSION ALIGNS WITH THE CHARITABLE PURPOSES OF THE LUMINARY IMPACT FUND. ANY PROCEEDS RECEIVED FROM SUCH INVESTMENTS WILL BE REINVESTED TO FURTHER SUPPORT THE CHARITABLE PURPOSES OF THE LUMINARY IMPACT FUND.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd1NY
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LUMINARYIMPACT.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE LUMINARY IMPACT FUND STARTED ITS OPERATIONS ON MAY 15TH, 2023 WITH A YEAR END OF DECEMBER 31ST, 2023. FOR 2023 THERE WAS A SHORT YEAR, WHICH WILL NOT OCCUR IN FUTURE YEARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II LINE 13
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0175274
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IRS990ScheduleA/TotalSupportAmt0175277
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: FEES. AMOUNT: 1,873. DESCRIPTION: TRAVEL & MEALS. AMOUNT: 2,770. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,468. TOTAL TO FORM 990-EZ, LINE 16: 7,111.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE & ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 10,594. DESCRIPTION: LOAN PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 100,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE LANGHEIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06467092734
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LUMINARY IMPACT FUND
ReturnHeader/Filer/BusinessNameControlTxt0LUMI
ReturnHeader/Filer/EIN0931752663
ReturnHeader/Filer/PhoneNum06467092734
ReturnHeader/Filer/USAddress/AddressLine1Txt0767B PORTOLA STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094129
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0946214841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARMANINO ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02700 CAMINO RAMON STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945835004
ReturnHeader/PreparerPersonGrp/PhoneNum09257902600
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATY BROWN
ReturnHeader/ReturnTs02024-11-13T08:55:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-05-15
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings