EIN 35-1813228

Lumina Foundation for Education

IRS 501(c) type
501(c)(3)
Num. employees
62
State
Year formed
1991
Most recent tax filings
2023-12-01
NTEE code, primary
Description
Lumina Foundation is an independent, private foundation in Indianapolis, committed to making opportunities for learning beyond high school available to all. Their goal is to prepare people for informed citizenship and for success in a global economy.
Total revenues
$54,331,663
2023
Total expenses
$90,342,377
2023
Total assets
$1,447,572,232
2023
Num. employees
62
2023

Program areas at Lumina Foundation for Education

Technical assistance: the Foundation provides technical assistance based on nonpartisan research and analyses to stakeholders in the field of post-secondary Education, as well as to policymakers who are tasked with developing policy options related to increasing attainment. Foundation executives and staff regularly provide technical advice and assistance about critical issues such as the state of access to Education beyond high school, the range of programs that have been initiated to increase such access, and efforts to enhance the likelihood of student success. This includes providing briefings and testimony at the request of policymakers on matters within the Foundation's expertise. The Foundation uses nonpartisan research and analyses to provide background and educational information on a wide array of issues affecting postsecondary Education.
Research and publications: the Foundation conducts substantial nonpartisan research and analyses on issues affecting post-secondary Education and makes this research widely available at no charge. The Foundation released its benchmark report, "a stronger nation: learning beyond high school builds american talent," as an online data visualization tool. This report, based on federal data, offers a compelling case for the need to dramatically increase the share of americans with workforce certificates, college degrees, and other high-quality post-secondary credentials. The tool, which was widely shared through media pitching and social media outreach, offers state-by-state analyses of the Education levels of each state's residents, highlighting the work that must be done to achieve educational attainment of 60 percent. The Foundation released two issues of focus magazine, a publication which highlights significant issues facing post-secondary Education.
Conferences and convenings: the Foundation convenes post-secondary Education leaders, policymakers, researchers, and others who are influential and actively involved in efforts to expand access to and success in post-secondary Education, particularly among difficult-to-reach populations such as students of color, adults who delay their pursuit of Education beyond high school, first-generation students, and students from low-income families. These convenings are focused on bringing together stakeholders around a range of topics with the objectives of learning, building, sharing, and acting. Topics covered range from overcoming barriers to post-secondary Education to increasing rates of persistence and completion among students who enroll in college or other post-secondary programs.

Grants made by Lumina Foundation for Education

GranteeGrant descriptionAmount
The Blackbaud Giving FundPublic Charity Conduit for Lumina Staff, Board and Retiree Gifts To Public Charities.$2,300,133
Georgetown UniversityTo Examine Attainment Challenges To Meet the Needs of the Modern Workforce.$2,000,000
National Skills CoalitionTo Mobilize A Diverse Set of Cross-Sector Teams From 15-20 States Committed To Expanding Equitable Access To and Completion of Quality Non-Degree Credentials.$1,200,000
...and 254 more grants made totalling $42,466,470

Personnel at Lumina Foundation for Education

NameTitleCompensation
Jamie MerisotisChief Executive Officer$1,040,873
Holiday McKiernanExecutive Vice President and Chief Operating Officer and General Counsel and Secretary / Executive VP; Coo; General Counsel; Secretary / Executive Vp;chief Operating Officer; General Counsel; Secretary / Executive Vice President and Chiefoperating Officer and General Counsel and Secretary / Executive Vice President , Chief Operating Officer and General Counsel$151,007
Erin ArcherVice President for Finance and Investment and Chief Financial Officer$167,803
Timothy RobinsonVice President General Counsel and Chief of Staff / Vice President of Administration and Partnerships / Assistant Vice President Operations / Assistant Vice President Op and Grants / Director of Grants Management$321,872
Brad KelsheimerVice President for Finance and Invest.; Cfo; Treasurer / Vice President for Finance and Investments; Cfo; Treasurer / Vice President Finance and Investments and Chief Financial Officer and Treasurer / Vice President and Chief Financial Officer$437,737
...and 11 more key personnel

Financials for Lumina Foundation for Education

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$12,295,054
Net rental income$0
Net gain from sale of non-inventory assets$42,020,517
Gross sales of inventory$0
Miscellaneous revenues$16,092
Total revenues$54,331,663

Form 990s for Lumina Foundation for Education

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990PFView PDF
2022-122023-11-15990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-06-14990PFView PDF
...and 8 more Form 990s

Organizations like Lumina Foundation for Education

OrganizationLocationRevenue
The Ford Family FoundationRoseburg, OR$54,265,021
Jack Kent Cooke Foundation (JKCF)Lansdowne, VA$39,346,404
HN and Frances C Berger FoundationPalm Desert, CA$27,759,670
Jessie Ball duPont Religious Charitable & Educational FundJacksonville, FL$18,056,396
Boettcher FoundationDenver, CO$19,026,629
Bush FoundationSaint Paul, MN$43,880,423
Alfred P Sloan FoundationNew York, NY$118,438,028
Johnson Scholarship FoundationWest Palm Beach, FL$22,582,585
Skillman FoundationDetroit, MI$21,945,374
Bainum Family FoundationBethesda, MD$50,008,492
Data update history
January 8, 2025
Posted financials
Added Form 990PF for fiscal year 2023
January 5, 2025
Updated personnel
Identified 2 new personnel
January 3, 2025
Used new vendors
Identified 2 new vendors, including , and
July 14, 2024
Received grants
Identified 1 new grant, including a grant for $2,500 from Teller Family Foundation
April 24, 2024
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedNational levelTax deductible donationsAccepts online donations
General information
Address
820 Massachusetts Ave Suite 1390
Indianapolis, IN 46204
Metro area
Indianapolis-Carmel-Anderson, IN
County
Marion County, IN
Website URL
luminafoundation.org 
Phone
(800) 834-5756
Facebook page
LuminaFoundation 
Twitter profile
@luminafound 
IRS details
EIN
35-1813228
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1991
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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