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LUMINA FOUNDATION FOR EDUCATION INC

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Public IRS 990 nonprofit record

LUMINA FOUNDATION FOR EDUCATION INC

EIN 35-1813228 · Private Grantmaking Foundations (T20)

What they do

LUMINA FOUNDATION FOR EDUCATION INC

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe explanation is very short. Ask what work they really do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$85.03spent for every $100 of revenueRevenue covered expenses this year.
$21.26in assets for every $1 spent this yearSome assets cannot be spent right away.
0.0%of its money came from giftsOther money may come from services or investments.

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  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,064,716 for JAMIE MERISOTIS (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$85,433,733
Expenses$72,641,003
Annual surplus $12,792,730 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$85,433,733
Expenses$72,641,003
Assets$1,544,151,334
Income$644,810,464
Contributions$24,000
Grants given$321,123,001
Average grant$80,806
Executive compensation (total)$3,280,706
Stocks and bonds$417,597,605
Accounting fees$231,164
Investing fees$2,692,705
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
JAMIE MERISOTISPRESIDENT/CEO · 40 hrs/week $1,064,716
CHAUNCY LENNONVP FOR THE FUTURE OF LEARNING AND WORK & SR. STRAT · 40 hrs/week $421,902
ERIN ARCHERVP FOR FIN AND INVEST/CFO · 40 hrs/week $392,231
COURTNEY BROWNVP OF IMPACT & PLANNING · 40 hrs/week $387,283
DEBRA HUMPHREYSVP OF STRATEGIC ENGAGEMENT · 40 hrs/week $374,389
MICHELLE COOPERVP, PUBLIC POLICY & EXECUTIVE DIRECTOR · 40 hrs/week $373,848
HONG LINH NGUYENVP, EQUITY CULTURE, & TALENT · 40 hrs/week $361,460
TIMOTHY ROBINSONVP GENERAL COUNSEL & CHIEF OF STAFF · 40 hrs/week $344,721
CODY COPPOTELLIDIR OF INV (8.24) · 40 hrs/week $318,603
SHELLEY LLOYDDIR OF HR & FAC-DEC · 40 hrs/week $246,414
KEVIN CORCORANSTRATEGY DIRECTOR · 40 hrs/week $222,625
SCOTT JENKINSSTRTGY DIR-ST POLICY · 40 hrs/week $213,436

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

JAMIE MERISOTISPRESIDENT/CEO

CHAUNCY LENNONVP FOR THE FUTURE OF LEARNING AND WORK & SR. STRAT

ERIN ARCHERVP FOR FIN AND INVEST/CFO

COURTNEY BROWNVP OF IMPACT & PLANNING

DEBRA HUMPHREYSVP OF STRATEGIC ENGAGEMENT

MICHELLE COOPERVP, PUBLIC POLICY & EXECUTIVE DIRECTOR

HONG LINH NGUYENVP, EQUITY CULTURE, & TALENT

TIMOTHY ROBINSONVP GENERAL COUNSEL & CHIEF OF STAFF

CODY COPPOTELLIDIR OF INV (8.24)

SHELLEY LLOYDDIR OF HR & FAC-DEC

KEVIN CORCORANSTRATEGY DIRECTOR

SCOTT JENKINSSTRTGY DIR-ST POLICY

THOMAS MAJORASSOC GEN COUNSEL

ALISA MILLERBOARD CHAIR

JOSEPH BOATENGBOARD MEMBER

DAVID WILSONBOARD MEMBER

MATTHEW BREITFELDERBOARD MEMBER

WILLIAM SERRATABOARD MEMBER

MATTHEW GOLDBERGBOARD MEMBER

KATHERINE DAVISBOARD MEMBER (RETIRED 4/10/2024)

JUSTIN CHRISTIANBOARD MEMBER

CHRISTINE PAMBIANCHIBOARD MEMBER

CARMAN TWILLIE AMBARBOARD MEMBER

ALLAN HUBBARDBOARD MEMBER (RETIRED 4/10/2024)

PARDIS MAHDAVIBOARD MEMBER (ELECTED 4/10/24)

TERESA LUBBERSBOARD MEMBER (ELECTED 4/10/24)

AUSTAN GOOLSBEEBOARD MEMBER

About this charity

Recognized since
January 1991
Location
820 MASSACHUSETTS AVE STE 1390, INDIANAPOLIS, IN 46204-2441
County
Marion
In care of
% ERIN ARCHER
Primary officer
Jamie Merisotis, CEO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990PF
Tax preparer
CROWE LLP
NTEE classification
Private Grantmaking Foundations (T20)
IRS tax category
Private Grantmaking Foundations
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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