Nonprofit · EIN 47-1342184
LUMEN SCHOLAR INSTITUTE
Tax-exempt · OREM, UT 84057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,697,820 | $4,922,059 | $775,761 | $3,962,924 | $502,880 | $3,460,044 |
| June 30, 2024 | 990 | $5,324,609 | $4,376,809 | $947,800 | $3,432,730 | $748,447 | $2,684,283 |
| June 30, 2023 | 990 | $3,933,799 | $4,093,306 | -$159,507 | $2,361,366 | $624,883 | $1,736,483 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,573,962
- of which government grants
- $5,573,933
- Program service revenue
- $28,717
- Investment income
- $95,141
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $14,980
- Occupancy
- $18,644
- Travel
- $2,594
- Depreciation
- $211,997
- Program services (functional)
- $3,922,297
- Management and general (functional)
- $999,762
Balance sheet and other
- Total assets, start of year
- $3,432,730
- Total assets, end of year
- $3,962,924
- Total liabilities, end of year
- $502,880
- Net assets, end of year
- $3,460,044
- Land, buildings and equipment
- $327,615
- Net assets without donor restrictions
- $3,457,871
- Net assets with donor restrictions
- $2,173
- Gross receipts
- $5,697,820
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2014
- State of legal domicile
- UT
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY WILLISON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| LAURA BLACK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JENN SINGLETARY | BOARD MEMBER Trustee or director | 1 | $0 |
| STEPHANIE HANSEN | BOARD MEMBER Trustee or director | 1 | $0 |
| ASHLEY BAXTER | BOARD MEMBER Trustee or director | 1 | $0 |
| ANNIE ASTLE | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN ASTON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| NANCY WILLISON | SECRETARY Trustee or director, Officer | 1 | $0 |
| JENN SINGLETA | TREASURER Trustee or director, Officer | 1 | $0 |
| BROOKE ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| LAURA BLACK | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVE BURTON | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN ASTON | PRESIDENT Trustee or director, Officer | 1 | $0 |
| RACHEL SKINNER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| AMBER WRIGHT | TREASURER Trustee or director, Officer | 1 | $0 |
| NANCY WILLISON | BOARD MEMBER Trustee or director | 1 | $0 |
| NICOLE DE LA VEGA | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1353 W 760 N, OREM, UT 84057-6102
- In care of
- % KRISTY GORDON
- Principal officer (990 for 2024)
- NANCY WILLISON, 1353 W 760 N, OREM, UT 84057
- Signed the 990
- KRISTY GORDON, DIRECTOR
- Phone
- (801) 396-4783
- Website
- WWW.LUMENSCHOLAR.ORG
- Return prepared by
- EIDE BAILLY LLP
Mission
THE SCHOOL'S PURPOSE IS TO PROVIDE INSTRUCTION AND EXPERIENCE-ORIENTED RESOURCES TO OUR STUDENTS WHILE RAISING THE ACADEMIC BAR, ALLOW STUDENTS TO START FROM WHERE THEY ARE, AND ACHIEVE THEIR INDIVIDUAL GOALS.
Program accomplishments
- OPERATION OF A PUBLICLY FUNDED CHARTER SCHOOL SERVING STUDENTS GRADES K-13.Expenses $3,922,297 · revenue $28,717
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-1342184
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $3,962,924
- Income (IRS master file)
- $5,697,820
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,697,820 | $4,922,059 | $3,962,924 | XML |
| 990 | June 2024 | $5,324,609 | $4,376,809 | $3,432,730 | IRS |
| 990 | June 2023 | $3,933,799 | $4,093,306 | $2,361,366 | XML |
| 990 | June 2022 | $4,354,924 | $4,136,298 | $2,588,352 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 47-1342184).
Questions about LUMEN SCHOLAR INSTITUTE
- What is the EIN of LUMEN SCHOLAR INSTITUTE?
- The employer identification number (EIN) of LUMEN SCHOLAR INSTITUTE is 47-1342184.
- Is LUMEN SCHOLAR INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to LUMEN SCHOLAR INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUMEN SCHOLAR INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LUMEN SCHOLAR INSTITUTE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUMEN SCHOLAR INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LUMEN SCHOLAR INSTITUTE?
- The 990 for the year ended June 30, 2025 names NANCY WILLISON.
- Who are the officers and directors of LUMEN SCHOLAR INSTITUTE?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does LUMEN SCHOLAR INSTITUTE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,697,820, expenses of $4,922,059 and total assets of $3,962,924 at year end.
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