Nonprofit · EIN 91-6069747
LUMA NW
Also known as SALLY JOY
Tax-exempt · EVERETT, WA 98203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $1,403,493 | $1,313,555 | $89,938 | $4,213,108 | $36,255 | $4,176,853 |
| May 31, 2024 | 990 | $1,248,925 | $1,167,464 | $81,461 | $4,127,078 | $40,163 | $4,086,915 |
| May 31, 2023 | 990 | $1,143,833 | $1,056,130 | $87,703 | $4,039,348 | $33,894 | $4,005,454 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $405,124
- Membership dues
- $16,949
- Program service revenue
- $0
- Investment income
- $35,853
- Net income from fundraising events
- $65,871
- Net income from sales of inventory
- $891,983
- Other revenue
- $962,516
Expenses
- Grants and similar amounts paid
- $936,091
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $339
- Accounting fees
- $13,000
- Occupancy
- $120,422
- Depreciation
- $94,968
- Program services (functional)
- $1,049,296
- Management and general (functional)
- $94,502
- Fundraising (functional)
- $169,757
Balance sheet and other
- Total assets, start of year
- $4,127,078
- Total assets, end of year
- $4,213,108
- Total liabilities, end of year
- $36,255
- Net assets, end of year
- $4,176,853
- Land, buildings and equipment
- $2,669,870
- Net assets without donor restrictions
- $3,642,920
- Net assets with donor restrictions
- $533,933
- Gross receipts
- $1,414,893
- Employees
- 0
- Volunteers
- 320
- Year formed
- 1966
- State of legal domicile
- WA
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL BURK | PRESIDENT Trustee or director, Officer | 9.5 | $0 |
| JANET VOORHIES | PRESIDENT-ELECT Trustee or director, Officer | 7.6 | $0 |
| DONNA KOSCH | SECRETARY Trustee or director, Officer | 0.8 | $0 |
| CARYL DE JONG | TREASURER Trustee or director, Officer | 5.2 | $0 |
| DONNA DAY | VP MEMBERSHIP Trustee or director | 11.4 | $0 |
| GLORIA BUNKER | VP PHILANTHROPIC Trustee or director | 4.4 | $0 |
| CLAUDIA MENARD | CHAPTER LIAISON - ASSISTEE Trustee or director | 1.3 | $0 |
| CAROL FORSBERG | CHAPTER LIAISON - KYA Trustee or director | 0.7 | $0 |
| MELISSA GROENEWEGEN | MARKETING/COMMUNICATIONS Trustee or director | 8 | $0 |
| ALLIE HEBER | FINANCE Trustee or director | 0.8 | $0 |
| BECKY ELLISON | REVENUE DEVELOPMENT Trustee or director | 4 | $0 |
990 for the year ended May 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLYN YOSEPH | PRESIDENT Trustee or director, Officer | 10 | $0 |
| CAROL BURK | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 |
| ANDREA MAMONT | SECRETARY Trustee or director, Officer | 5 | $0 |
| CARYL DE JONG | TREASURER Trustee or director, Officer | 5 | $0 |
| JUDI DRAKE | VP MEMBERSHIP Trustee or director | 8 | $0 |
| LAURIE ROBINSON | VP PHILANTHROPIC Trustee or director | 5 | $0 |
| BEVERLY FESHARAKI | CHAPTER LIAISON - ASSISTEENS Trustee or director | 2 | $0 |
| JANET VOOHIES | CHAPTER LIAISON - KYA Trustee or director | 5 | $0 |
| CAROL FRIEDRICHS | MARKETING/COMMUNICATIONS Trustee or director | 5 | $0 |
| JOANNE GUNDERSON | FINANCE Trustee or director | 2 | $0 |
| MARY JO GOODWIN | REVENUE DEVELOPMENT Trustee or director | 2 | $0 |
990 for the year ended May 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOREEN BOY | PRESIDENT Trustee or director, Officer | 15 | $0 |
| ASHLYN YOSEPH | PRESIDENT-ELECT Trustee or director, Officer | 10 | $0 |
| ANDREA MAMONT | SECRETARY Trustee or director, Officer | 5 | $0 |
| CARYL DE JONG | TREASURER Trustee or director, Officer | 10 | $0 |
| MARY LOU MADSEN | VP MEMBERSHIP Trustee or director | 10 | $0 |
| LAURIE ROBINSON | VP PHILANTHROPIC Trustee or director | 5 | $0 |
| BEVERLY FESHARAKI | CHAPTER LIAISON - ASSISTEE Trustee or director | 10 | $0 |
| EILEEN FREED | CHAPTER LIAISON - KYA Trustee or director | 5 | $0 |
| CAROL FRIEDRICH | MARKETING/COMMUNICATIONS Trustee or director | 10 | $0 |
| CAROL BURK | FINANCE Trustee or director | 5 | $0 |
| MARY JO GOODWIN | REVENUE DEVELOPMENT Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 5107 EVERGREEN WAY, EVERETT, WA 98203-2825
- In care of
- % SALLY JOY
- Principal officer (990 for 2024)
- CAROL BURK, 5107 EVERGREEN WAY, EVERETT, WA 982032825
- Signed the 990
- JANET VOORHIES, PRESIDENT-ELECT
- Phone
- (425) 252-3011
- Return prepared by
- MCGOORTY EISENMAN INC PS
Mission
TO PROMOTE THE WELL-BEING AND SELF ESTEEM OF CHILDREN, TEENS AND ADULTS IN SNOHOMISH COUNTY.
Program accomplishments
- OPERATION SCHOOL BELL-PROVIDES NEW SCHOOL CLOTHING TO STUDENTS IN ECEAP THROUGH HIGH SCHOOL GRADES FROM 15 SCHOOL DISTRICTS IN SNOHOMISH COUNTY, WASHINGTON. YOUNGER CHILDREN COME TO OUR FACILITY TO "SHOP" WITH A PERSONAL VOLUNTEER FOR JEANS, SHIRTS, UNDERWEAR, SOCKS, WINTER JACKET, HAT, GLOVES AND A TOILETRY KIT. HIGH SCHOOL STUDENTS CAN SHOP IN THE EVENING AT A LOCAL CLOTHING STORE. WE SERVED 5,054 STUDENTS IN 2024-2025.Expenses $786,917 · grants $675,212
- GRADUATION AWARDS-PROVIDE GRADUATING SENIORS A FINANCIAL GIFT TO HELP WITH SENIOR YEAR EXPENSES. STUDENTS WHO OTHERWISE CANNOT AFFORD TO PARTICIPATE IN THE ACTIVITIES ACCOMPANYING THE ACCOMPLISHMENT OF GRADUATION USE THESE FUNDS TO COVER COSTS SUCH AS CAPS AND GOWNS, INVITATIONS, PICTURES, CLASS ACTIVITIES, AND COLLEGE APPLICATION FEES.Expenses $71,606 · grants $71,606
- PASS IT ON-A COMMUNITY NONPROFIT GROUP RECEIVES EXCESS MERCHANDISE FROM THE THRIFT SHOP. THIS GROUP DISTRIBUTES THESE ITEMS TO OTHERS IN NEED IN THE COMMUNITY.Expenses $66,450 · grants $66,450
- SCHOLARSHIPS, STARTING OVER SUPPLIES,AND OTHER MISCELLANEOUS PROGRAMSExpenses $124,323 · grants $122,823
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 91-6069747
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $4,213,108
- Income (IRS master file)
- $1,414,893
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $1,403,493 | $1,313,555 | $4,213,108 | IRS |
| 990 | May 2024 | $1,248,925 | $1,167,464 | $4,127,078 | XML |
| 990 | May 2023 | $1,143,833 | $1,056,130 | $4,039,348 | XML |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 91-6069747).
Questions about LUMA NW
- What is the EIN of LUMA NW?
- The employer identification number (EIN) of LUMA NW is 91-6069747.
- Is LUMA NW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to LUMA NW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUMA NW 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 LUMA NW due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUMA NW last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of LUMA NW?
- The 990 for the year ended May 31, 2025 names CAROL BURK.
- Who are the officers and directors of LUMA NW?
- The 990 for the year ended May 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does LUMA NW have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $1,403,493, expenses of $1,313,555 and total assets of $4,213,108 at year end.
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