Nonprofit · EIN 35-1813228
LUMINA FOUNDATION FOR EDUCATION INC
Tax-exempt · INDIANAPOLIS, IN 46204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $85,433,733 | $72,641,003 | $12,792,730 | $1,544,151,334 | $18,516,080 | $1,525,635,254 |
| December 31, 2023 | 990-PF | $54,331,663 | $90,342,377 | -$36,010,714 | $1,447,572,232 | $9,741,855 | $1,437,830,377 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $11,257,829
- Interest
- $250,827
- Net gain from sales of assets
- $73,234,269
- Other income
- $690,808
Expenses
- Grants and similar amounts paid
- $30,210,680
- Compensation of officers, directors and key employees
- $4,060,291
- Salaries, compensation and benefits (total)
- $8,145,150
- Disbursements for charitable purposes
- $68,075,651
- Excise tax on investment income
- $1,007,014
Balance sheet and other
- Total assets, start of year
- $1,448,032,617
- Total assets, end of year
- $1,544,151,334
- Total liabilities, end of year
- $18,516,080
- Net assets, end of year
- $1,525,635,254
- Fair market value of assets
- $1,544,151,334
- Qualifying distributions
- $73,462,589
- Net investment income
- $87,411,860
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jamie Merisotis 820 Massachusetts Ave, Indianapolis, IN 46204 | President/CEO | 40 | $1,064,716 | $125,159 |
| Chauncy Lennon 820 Massachusetts Ave, Indianapolis, IN 46204 | VP for the Future of Learning and Work & Sr. Stratgeic Advisor | 40 | $421,902 | $105,951 |
| Erin Archer 820 Massachusetts Ave, Indianapolis, IN 46204 | VP for Fin and Invest/CFO | 40 | $392,231 | $67,559 |
| Courtney Brown 820 Massachusetts Ave, Indianapolis, IN 46204 | VP of Impact & Planning | 40 | $387,283 | $115,784 |
| Debra Humphreys 820 Massachusetts Ave, Indianapolis, IN 46204 | VP of Strategic Engagement | 40 | $374,389 | $76,844 |
| Michelle Cooper 820 Massachusetts Ave, Indianapolis, IN 46204 | VP, Public Policy & Executive Director | 40 | $373,848 | $87,598 |
| Hong Linh Nguyen 820 Massachusetts Ave, Indianapolis, IN 46204 | VP, Equity Culture, & Talent | 40 | $361,460 | $94,810 |
| Timothy Robinson 820 Massachusetts Ave, Indianapolis, IN 46204 | VP General Counsel & Chief of Staff | 40 | $344,721 | $102,852 |
| Cody Coppotelli 820 Massachusetts Ave, Indianapolis, IN 46204 | Dir of Inv (8.24) Highest-paid employee | 40 | $318,603 | $50,509 |
| Shelley Lloyd 820 Massachusetts Ave, Indianapolis, IN 46204 | Dir of HR & Fac-Dec Highest-paid employee | 40 | $246,414 | $139,766 |
| Kevin Corcoran 820 Massachusetts Ave, Indianapolis, IN 46204 | Strategy Director Highest-paid employee | 40 | $222,625 | $118,257 |
| Scott Jenkins 820 Massachusetts Ave, Indianapolis, IN 46204 | Strtgy Dir-St Policy Highest-paid employee | 40 | $213,436 | $48,668 |
| Thomas Major 820 Massachusetts Ave, Indianapolis, IN 46204 | Assoc Gen Counsel Highest-paid employee | 40 | $211,995 | $59,409 |
| Alisa Miller 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD CHAIR | 2 | $45,000 | $0 |
| David Wilson 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER | 1 | $34,000 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph Boateng 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER | 2 | $34,000 |
| Matthew Breitfelder 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER | 2 | $34,000 |
| Allan Hubbard 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER (RETIRED 4/10/2024) | 1 | $28,000 |
| Christine Pambianchi 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER | 1 | $28,000 |
| Justin Christian 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER | 1 | $28,000 |
| Katherine Davis 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER (RETIRED 4/10/2024) | 2 | $28,000 |
| Matthew Goldberg 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER | 1 | $28,000 |
| William Serrata 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER | 1 | $28,000 |
| Carman Twillie Ambar 820 Massachusetts Ave, Indianapolis, IN 46204 | Board Member | 1 | $28,000 |
| Pardis Mahdavi 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER (elected 4/10/24) | 1 | $20,307 |
| Teresa Lubbers 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER (elected 4/10/24) | 1 | $20,307 |
| Austan Goolsbee 820 Massachusetts Ave, Indianapolis, IN 46204 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jamie Merisotis 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | President/CEO | 40 | $1,040,873 | $118,707 |
| Courtney Brown 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | VP of Impact & Planning | 40 | $385,382 | $101,242 |
| Chauncy Lennon 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | VP for the Future of Learning and Work & Sr. Stratgeic Advisor | 40 | $384,821 | $99,652 |
| Debra Humphreys 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | VP of Strategic Engagement | 40 | $347,660 | $71,236 |
| Michelle Cooper 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | VP, Public Policy & Executive Director | 40 | $336,696 | $58,481 |
| Hong Linh Nguyen 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | VP, Equity Culture, & Talent | 40 | $336,383 | $60,119 |
| Timothy Robinson 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | VP General Counsel & Chief of Staff | 40 | $321,872 | $85,555 |
| Cody Coppotelli 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Dir. of Investments Highest-paid employee | 40 | $240,274 | $77,542 |
| Kevin Corcoran 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Strategy Director Highest-paid employee | 40 | $215,225 | $102,271 |
| Shelley Lloyd 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Dir of HR & Fac Highest-paid employee | 40 | $210,661 | $109,341 |
| Susan Johnson 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Dir Op & Grant Admin Highest-paid employee | 40 | $207,522 | $84,729 |
| Thomas Major 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Assoc Gen Counsel Highest-paid employee | 40 | $204,137 | $51,223 |
| Erin Archer 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | VP for Fin and Invest/CFO (as of 8/7/23) | 40 | $167,803 | $8,537 |
| Holiday McKiernan 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Exec VP/COO/ General Counsel/Secretary (until 2/28/23) | 40 | $151,007 | $7,532 |
| Alisa Miller 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 2 | $42,250 | $0 |
| Kathy Davis 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 2 | $36,500 | $0 |
| Joseph Boateng 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 2 | $34,000 | $0 |
| Matt Breitfelder 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 2 | $34,000 | $0 |
| David Wilson 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 1 | $32,500 | $0 |
| Allan Hubbard 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 1 | $28,000 | $0 |
| Austan Goolsbee 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 1 | $28,000 | $0 |
| Carmen Ambar Twillie 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 1 | $28,000 | $0 |
| Christine Pambianchi 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 1 | $28,000 | $0 |
| Justin Christian 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 1 | $28,000 | $0 |
| Matthew Goldberg 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 1 | $28,000 | $0 |
| William Serrata 820 Massachusetts Ave, Suite 1390, Indianapolis, IN 46204 | Director | 1 | $28,000 | $0 |
Address and contacts
- Address (IRS master file)
- 820 MASSACHUSETTS AVE STE 1390, INDIANAPOLIS, IN 46204-2441
- In care of
- % ERIN ARCHER
- Signed the 990-PF
- Jamie Merisotis, CEO
- Phone
- (317) 951-5300
- Website
- WWW.LUMINAFOUNDATION.ORG
- Return prepared by
- CROWE LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-1813228
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,544,151,334
- Income (IRS master file)
- $644,810,464
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $85,433,733 | $72,641,003 | $1,544,151,334 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $54,331,663 | $90,342,377 | $1,447,572,232 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1813228).
Questions about LUMINA FOUNDATION FOR EDUCATION INC
- What is the EIN of LUMINA FOUNDATION FOR EDUCATION INC?
- The employer identification number (EIN) of LUMINA FOUNDATION FOR EDUCATION INC is 35-1813228.
- Is LUMINA FOUNDATION FOR EDUCATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to LUMINA FOUNDATION FOR EDUCATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUMINA FOUNDATION FOR EDUCATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUMINA FOUNDATION FOR EDUCATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUMINA FOUNDATION FOR EDUCATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LUMINA FOUNDATION FOR EDUCATION INC?
- The 990-PF for the year ended December 31, 2024 lists 27 people; 26 received compensation from the organization, the highest $1,064,716 (Jamie Merisotis, President/CEO).
- How much revenue does LUMINA FOUNDATION FOR EDUCATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $85,433,733, expenses of $72,641,003 and total assets of $1,544,151,334 at year end.
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