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Lumina Hospice And Palliative Care

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Hospice (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$4.49M (2022)

Expenses
$4.86M (2022)

Total Assets
$5.83M (2022)

Total Liabilities
$524k (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,492,287
Expenses
$4,860,777
Net Income
-$368,490
Net Assets
$5,308,865
Notable Sources of Revenue Percent of Total Revenue
Contributions $463,958
10.3%
Program Services $3,920,854
87.3%
Investment Income $33,213
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $74,262
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,901,882
59.7%
Assets/Debt
Total Assets $5,832,808
Total Liabilities $523,943
Net Assets $5,308,865
Compensation
Key Employees and Officers Compensation Related Other
Daniel Harris (Medical Director) $160,342 $0 $0
Helen Siaolan Kao (Physician) $140,093 $0 $0
Tracy Calhoun (Rn) $130,671 $0 $0
Jody Buktenica (Rn Case Manager) $114,957 $0 $0
Susan Sparks (Rn Case Manager) $110,176 $0 $0
Sandra Aleen Hallford (After Hours Nurse) $103,179 $0 $0
Joan Hayes (Director) $0 $0 $0
Barbara Trione (Treasurer) $0 $0 $0
Tamara Scoville (Chair) $0 $0 $0
Courtney Campbell (Director) $0 $0 $0
Marnie Noble (Director) $0 $0 $0
Jill Mcallister (Secretary) $0 $0 $0
Tamina Toray (Director) $0 $0 $0
Kay Schaffer (Director) $0 $0 $0
Seth Bernstein (Past Chair) $0 $0 $0
Jill Schuster (Director) $0 $0 $0
Anne Delander (Vice Chair) $0 $0 $0
Greg Bachman (Director) $0 $0 $0
David Cutsforth (Director) $0 $0 $0
David Lerman (Director) $0 $0 $0
Rev Leslie Chartier (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,903,950
Expenses
$6,140,796
Net Income
-$236,846
Net Assets
$6,045,184
Notable Sources of Revenue Percent of Total Revenue
Contributions $819,115
13.9%
Program Services $4,834,649
81.9%
Investment Income $240,302
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,884
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $189,543
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $3,455,799
56.3%
Assets/Debt
Total Assets $6,763,686
Total Liabilities $718,502
Net Assets $6,045,184
Compensation
Key Employees and Officers Compensation Related Other
Daniel Harris (Medical Director) $189,543 $0 $0
Helen Siaolan Kao (Physician) $154,320 $0 $0
Elizabeth French (Executive Director) $152,229 $0 $0
Tracy Calhoun (Rn) $114,464 $0 $0
Maureen Schwallie (Clinical Manager) $103,348 $0 $0
Heidi Yaich (Clincal Manager) $102,443 $0 $0
Joan Hayes (Director) $0 $0 $0
Barbra Trione (Treasurer) $0 $0 $0
Tamara Scoville (Chair) $0 $0 $0
Courtney Campball (Director) $0 $0 $0
Marnie Noble (Director) $0 $0 $0
Jill Mc Allister (Secretary) $0 $0 $0
Tamina Toray (Director) $0 $0 $0
Kay Schaffer (Director) $0 $0 $0
Seth Bernstein (Past Chair) $0 $0 $0
Jill Schuster (Director) $0 $0 $0
Anne De Lander (Vice Chair) $0 $0 $0
Greg Bachman (Director) $0 $0 $0
David Cutsfoth (Director) $0 $0 $0
David Lerman (Director) $0 $0 $0
James Schupp (Director) $0 $0 $0
Rev Leslie Chartier (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,359,788
Expenses
$6,132,332
Net Income
$1,227,456
Net Assets
$6,284,748
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,507,868
20.5%
Program Services $5,296,318
72.0%
Investment Income $32,389
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $523,213
7.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $152,214
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,563,905
58.1%
Assets/Debt
Total Assets $7,355,638
Total Liabilities $1,070,890
Net Assets $6,284,748
Compensation
Key Employees and Officers Compensation Related Other
Daniel Harris (Medical Director) $152,214 $0 $0
Helen Siaolan Kao (Physician) $144,248 $0 $0
Elizabeth French (Executive Director) $142,896 $0 $0
Maureen Schwallie (Clinical Manager) $119,907 $0 $0
Stacy Cole (Clincal Manager) $116,998 $0 $0
Tracy Calhoun (Rn) $111,148 $0 $0
Joan Hayes (Director) $0 $0 $0
Ilene Kleinsorge (Treasurer) $0 $0 $0
Tamara Scoville (Vice Chair) $0 $0 $0
David Grube (Director) $0 $0 $0
Marnie Noble (Director) $0 $0 $0
Jill Mc Allister (Secretary) $0 $0 $0
Kathleen Petrucela (Director) $0 $0 $0
Kay Schaffer (Director) $0 $0 $0
Seth Bernstein (Chair) $0 $0 $0
Jill Schuster (Director) $0 $0 $0
Anne De Lander (Director) $0 $0 $0
Greg Bachman (Director) $0 $0 $0
David Cutsfoth (Director) $0 $0 $0
Barbara Trione (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,751,224
Expenses
$5,824,621
Net Income
-$73,397
Net Assets
$4,920,902
Notable Sources of Revenue Percent of Total Revenue
Contributions $347,870
6.0%
Program Services $5,114,358
88.9%
Investment Income $288,996
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $211,545
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $3,129,285
53.7%
Assets/Debt
Total Assets $6,764,212
Total Liabilities $1,843,310
Net Assets $4,920,902
Compensation
Key Employees and Officers Compensation Related Other
Maureen Schwallie (Clinical Manager) $110,597 $0 $0
Helen Siaolan Kao (Physician) $100,948 $0 $0
Joan Hayes (Director) $0 $0 $0
Ilene Kleinsorge (Treasurer) $0 $0 $0
Tamara Scoville (Vice Chair) $0 $0 $0
David Grube (Director) $0 $0 $0
Marnie Noble (Director) $0 $0 $0
Jill Mc Allister (Secretary) $0 $0 $0
Kathleen Petrucela (Director) $0 $0 $0
Kay Schaffer (Director) $0 $0 $0
Seth Bernstein (Chair) $0 $0 $0
Jill Schuster (Director) $0 $0 $0
Anne De Lander (Director) $0 $0 $0
Greg Bachman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,561,914
Expenses
$5,604,293
Net Income
-$42,379
Net Assets
$4,950,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $263,043
4.7%
Program Services $5,050,638
90.8%
Investment Income $248,233
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $234,215
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,056,160
54.5%
Assets/Debt
Total Assets $5,292,282
Total Liabilities $341,464
Net Assets $4,950,818
Compensation
Key Employees and Officers Compensation Related Other
Kelly Beard (Executive Director) $128,481 $0 $0
Maureen Schwallie (Clinical Manager) $105,734 $0 $0
Joan Hayes (Secretary) $0 $0 $0
Ilene Kleinsorge (Treasurer) $0 $0 $0
Tamara Scoville (Director) $0 $0 $0
David Grube (Director) $0 $0 $0
Maureen Nikaido (Director) $0 $0 $0
Jill Mc Allister (Director) $0 $0 $0
Kathleen Petrucela (Director) $0 $0 $0
Kay Schaffer (Chairman) $0 $0 $0
Seth Bernstein (Director) $0 $0 $0
Jill Schuster (Director) $0 $0 $0
Anne De Lander (Director) $0 $0 $0
Greg Bachman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,344,474
Expenses
$5,354,367
Net Income
-$9,893
Net Assets
$5,356,142
Notable Sources of Revenue Percent of Total Revenue
Contributions $349,784
6.5%
Program Services $4,629,639
86.6%
Investment Income $105,772
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $205,818
3.9%
Net Inventory Sales $0
Other Revenue $53,461
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $120,857
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $2,957,695
55.2%
Assets/Debt
Total Assets $5,676,089
Total Liabilities $319,947
Net Assets $5,356,142

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,237,643
Expenses
$4,817,265
Net Income
$420,378
Net Assets
$5,203,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $343,443
6.6%
Program Services $4,706,969
89.9%
Investment Income $115,403
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $66,266
1.3%
Net Inventory Sales $0
Other Revenue $5,562
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $118,241
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,677,162
55.6%
Assets/Debt
Total Assets $5,496,912
Total Liabilities $293,811
Net Assets $5,203,101
Compensation
Key Employees and Officers Compensation Related Other
Kelly Beard (Executive Director) $118,241 $0 $0
Maureen Schwallie (Clinical Manager) $101,748 $0 $0
Marilyn Brasier (Past Chair) $0 $0 $0
Cosimo Storniolo (Chair) $0 $0 $0
Ilene Kleinsorge (Treasurer) $0 $0 $0
Roberto Linares (Board Member) $0 $0 $0
Joan Hayes (Secretary) $0 $0 $0
David Grube (Board Member) $0 $0 $0
Heather Brust (Board Member) $0 $0 $0
Audrey Klein Leach (Board Member) $0 $0 $0
Jill Mcallister (Board Member) $0 $0 $0
Kathleen Petrucela (Board Member) $0 $0 $0
Kay Schaffer (Board Member) $0 $0 $0
Kevin Harvey (Board Member) $0 $0 $0
Seth Bernstein (Board Member) $0 $0 $0
Tamina Toray (Board Member) $0 $0 $0
Anissa Arthenayake (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,060,861
Expenses
$3,894,989
Net Income
$165,872
Net Assets
$4,644,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $562,170
13.8%
Program Services $3,343,699
82.3%
Investment Income $95,717
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $54,710
1.3%
Net Inventory Sales $0
Other Revenue $4,565
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $128,906
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $2,197,890
56.4%
Assets/Debt
Total Assets $4,921,901
Total Liabilities $277,093
Net Assets $4,644,808
Compensation
Key Employees and Officers Compensation Related Other
Kelly Beard (Executive Di) $128,906 $0 $0
Marilyn Brasier (Chair) $0 $0 $0
Cosimo Storniolo (Vice Chair) $0 $0 $0
Deb Rose (Secretary) $0 $0 $0
Ilene Kleinsorge (Treasurer) $0 $0 $0
Benjamin Barnett (Board Member) $0 $0 $0
Roberto Linares (Board Member) $0 $0 $0
Joan Hayes (Board Member) $0 $0 $0
David Grube (Board Member) $0 $0 $0
Heather Brust (Board Member) $0 $0 $0
Audrey Klein Leach (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,352,236
Expenses
$4,214,549
Net Income
$137,687
Net Assets
$4,748,407
Notable Sources of Revenue Percent of Total Revenue
Contributions $246,424
5.7%
Program Services $3,835,000
88.1%
Investment Income $99,941
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $164,858
3.8%
Net Inventory Sales $0
Other Revenue $6,013
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $95,396
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $2,149,316
51.0%
Assets/Debt
Total Assets $4,986,369
Total Liabilities $237,962
Net Assets $4,748,407
Compensation
Key Employees and Officers Compensation Related Other
Kelly Beard (Executive Di) $96,396 $0 $5,871
Sue Armstrong Phd Lpc (Board Member) $0 $0 $0
Benjamin Barnett (Board Member) $0 $0 $0
Marilyn Brasier (Vice Chair) $0 $0 $0
Cortney Campbell Phd (Board Member) $0 $0 $0
Gary Delanderphdrph (Chair) $0 $0 $0
Roberto Linares (Board Member) $0 $0 $0
Deb Rose (Secretary) $0 $0 $0
Steve Schauble (Treasurer) $0 $0 $0
Cosimo Storniolo (Board Member) $0 $0 $0
Michelle Williams (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,904,861
Expenses
$3,944,060
Net Income
-$39,199
Net Assets
$4,671,018
Notable Sources of Revenue Percent of Total Revenue
Contributions $347,947
8.9%
Program Services $3,353,628
85.9%
Investment Income $101,233
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $12,356
0.3%
Sales of Assets $89,697
2.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $104,861
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,012,801
51.0%
Assets/Debt
Total Assets $4,906,834
Total Liabilities $235,816
Net Assets $4,671,018
Compensation
Key Employees and Officers Compensation Related Other
Micky Shields (Executive Di) $104,861 $0 $21,668
Cortney Campbell Phd (Board Member) $0 $0 $0
Gary Delanderphdrph (Vice Chair) $0 $0 $0
Sheila Goodwin (Chair) $0 $0 $0
Marilyn Brasier (Board Member) $0 $0 $0
Dina Lindquist (Board Member) $0 $0 $0
Jason Phillipsmd (Board Member) $0 $0 $0
Deb Rose (Secretary) $0 $0 $0
Kay Schafferphd (Board Member) $0 $0 $0
Steve Schauble (Treasurer) $0 $0 $0
Janet Preller (Board Member) $0 $0 $0
Benjamin Barnett (Board Member) $0 $0 $0
Bruce Thompson Md (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,515,685
Expenses
$3,737,280
Net Income
-$221,595
Net Assets
$4,504,166
Notable Sources of Revenue Percent of Total Revenue
Contributions $224,773
6.4%
Program Services $3,090,435
87.9%
Investment Income $131,444
3.7%
Bond Proceeds $0
Royalties $227
0.0%
Rental Property Income $0
Net Fundraising $11,607
0.3%
Sales of Assets $57,199
1.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $101,728
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,907,071
51.0%
Assets/Debt
Total Assets $4,719,086
Total Liabilities $214,920
Net Assets $4,504,166

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,584,927
Expenses
$3,442,253
Net Income
$142,674
Net Assets
$4,486,444
Notable Sources of Revenue Percent of Total Revenue
Contributions $192,280
5.4%
Program Services $3,215,816
89.7%
Investment Income $96,881
2.7%
Bond Proceeds $535
0.0%
Royalties $0
Rental Property Income $0
Net Fundraising $9,030
0.3%
Sales of Assets $65,055
1.8%
Net Inventory Sales $0
Other Revenue $5,330
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $134,552
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,780,342
51.7%
Assets/Debt
Total Assets $4,674,365
Total Liabilities $187,921
Net Assets $4,486,444

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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