Nonprofit · EIN 99-1333584
LUMEN ACADEMY INC
Tax-exempt · WALTHAM, MA 02453
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,063,239 | $1,141,398 | -$78,159 | $1,631,616 | $1,734,572 | -$102,956 |
| June 30, 2024 | 990 | $0 | $24,798 | -$24,798 | $93,157 | $117,955 | -$24,798 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $218,763
- Program service revenue
- $844,476
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $554,104
- Salaries, compensation and benefits (total)
- $603,982
- Professional fundraising fees
- $0
- Legal fees
- $3,205
- Accounting fees
- $22,351
- Occupancy
- $299,056
- Program services (functional)
- $1,054,827
- Management and general (functional)
- $86,571
Balance sheet and other
- Total assets, start of year
- $93,157
- Total assets, end of year
- $1,631,616
- Total liabilities, end of year
- $1,734,572
- Net assets, end of year
- -$102,956
- Net assets without donor restrictions
- -$102,956
- Gross receipts
- $1,063,239
- Employees
- 19
- Volunteers
- 5
- Year formed
- 2024
- State of legal domicile
- MA
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 |
|---|---|---|---|
| RITA DUNN | CO-FOUNDER AND DIRECTOR Trustee or director, Officer | 65 | $0 |
| ERIC GERSTENBERGER | CO-FOUNDER AND DIRECTOR Trustee or director, Officer | 65 | $0 |
| ALEXANDER ROZENBLUM | CO-FOUNDER Trustee or director | 40 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RITA DUNN | CO-FOUNDER AND DIRECTOR Trustee or director, Officer | 65 | $0 |
| ERIC GERSTENBERGER | CO-FOUNDER AND DIRECTOR Trustee or director, Officer | 65 | $0 |
| ALEXANDER ROZENBLUM | CO-FOUNDER Trustee or director | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 175 MAIN ST, WALTHAM, MA 02453-6622
- In care of
- % RIOTA DUNN
- Principal officer (990 for 2024)
- RITA DUNN, 116 ALBEMARLE ROAD, WALTHAM, MA 02452
- Signed the 990
- RITA DUNN, COFOUNDER AND DIRECTOR
- Phone
- (781) 202-1601
- Website
- HTTPS://LUMEN.SCHOOL
- Return prepared by
- TAXESDUNN
Mission
TO PREPARE OUR STUDENTS TO BECOME LIFELONG LEARNERS, LUMEN ACADEMY FOLLOWS A CLASSICAL EDUCATION MODEL AN INTELLECTUAL, CONTENT-FOCUSED CURRICULUM THAT TEACHES STUDENTS HOW TO THINK AND HOW TO LEARN. THIS CLASSIC EDUCATION MODEL RESTS ON THREE PILLARS GRAMMAR, LOGIC, AND RHETORIC EACH PILLAR DOMINATES A DIFFERENT STAGE OF CHILD DEVELOPMENT.
Program accomplishments
- THE LUMEN ACADEMY IS AN INDEPENDENT ELEMENTARY AND MIDDLE SCHOOL THAT SERVES APPROX. 40 STUDENTS IN GRADES K-8. THE CURRICULUM OFFERS BOTH CHALLENGING AND ENGAGING SUBJECTS ALONG WITH A WIDE RANGE OF ELECTIVES THAT SPARK CURIOSITY AND PROMOTE DIVERSE INTERESTS. EXPENSES ARE ESTIMATED ON A PRO-RATA BASIS.Expenses $815,904 · revenue $567,570
- THE LUMEN ACADEMY PRESCHOOL IS A YEAR-ROUND PROGRAM THAT SERVES APPROX. 12 STUDENTS. OUR GOAL IS TO FOSTER ESSENTIAL SOCIAL SKILLS WHILE BUILDING A STRONG FOUNDATION FOR FUTURE LEARNING SUCCESS. EXPENSES ARE ESTIMATED ON A PRO-RATA BASIS.Expenses $138,684 · revenue $96,473
- FOOD - LUMEN ACADEMY PROVIDES FRESH, NOURISHING, NUTRITIONALLY DENSE FOOD TO ALL OF ITS STUDENTS. DAILY OFFERINGS INCLUDE BREAKFAST, LUNCH, AND VARIOUS SNACKS.Expenses $61,690 · revenue $36,803
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
- 99-1333584
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2024
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $1,631,616
- Income (IRS master file)
- $1,063,239
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,063,239 | $1,141,398 | $1,631,616 | XML |
| 990 | June 2024 | $0 | $24,798 | $93,157 | XML |
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 99-1333584).
Questions about LUMEN ACADEMY INC
- What is the EIN of LUMEN ACADEMY INC?
- The employer identification number (EIN) of LUMEN ACADEMY INC is 99-1333584.
- Is LUMEN ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to LUMEN ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUMEN ACADEMY INC 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 ACADEMY INC 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 ACADEMY INC 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 ACADEMY INC?
- The 990 for the year ended June 30, 2025 names RITA DUNN.
- Who are the officers and directors of LUMEN ACADEMY INC?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LUMEN ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,063,239, expenses of $1,141,398 and total assets of $1,631,616 at year end.
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