HomeMy WebLinkAboutLumina Alliance HSG 2024-25 ApplicationHuman Services Grant Application
2024-25 Application Questions
Part 1 Basic Information
1. Organization Name *
Lumina Alliance
2. Fiscal Agent (if different than above)*
N/A
3. Project/Program Name *
Emergency Shelter Program for Sexual Assault and Intimate Partner Violence Survivors
4. Requested Amount *
$20,000
5. Name of Person Completing Application *
Kaitlin Goodpaster
6. Name of Person for Grant Communication and Contract for Grant Cycle (if different from above)*
N/A
7. Organization Mailing Address *
P.O. Box 125, San Luis Obispo, California 93406
8. Phone *
805-781-6400
9. Email *
kgoodpaster@luminaalliance.org
Part 2 Organizational Information
1. Purpose/Mission Statement *
Lumina Alliance's mission is to empower those impacted by sexual and intimate partner violence through innovative advocacy, healing, and
prevention programs.
2. Briefly describe your organization’s purpose, vision, primary activities, and operating structures *
Lumina Alliance’s mission is to empower those impacted by SA/IPV in SLO County through innovative advocacy, healing, and prevention
programs. Lumina Alliance was formed when RISE and Stand Strong merged in July 2021 to become the primary organization offering
comprehensive, wrap-around services to survivors and their loved ones. This accomplishment reinforces our ability to streamline support
and serve survivors, a legacy RISE and Stand Strong began in 1976. Over the past 45 years, Lumina Alliance’s comprehensive services have
grown to include a 24-hour crisis and information line; accompaniment and advocacy to forensic medical exams, court hearings and law
enforcement interviews; self-sufficiency planning to obtain housing, employment, and income; individual and group therapy for children,
teens, and adults; emergency shelter; transitional housing; and prevention and education programming in local elementary, middle, and
high schools.
Lumina Alliance’s staff and board, over half of whom have lived experience with SA/IPV, are composed of diverse individuals whose
demographics reflect those of the broader county. The collective expertise and lived experiences of our team enables us to offer
comprehensive services to survivors of all identities. A 13-person board of directors and 59 highly skilled and compassionate staff members
comprise Lumina Alliance’s organizational structure. Five Administrative Team members report to the Chief Executive Officer and oversee
ten departments including six community-facing programs: Emergency Shelter, Transitional Housing, Client Services, Clinical Therapy,
Prevention & Education, and Volunteer. Volunteers staff our 24-Hour Crisis & Information Line, coordinate fundraising and awareness
events, and support administration and communications via quarterly internships. We use evidence-based and -informed practices
throughout all programming, and all staff and volunteers complete our 65-hour training to become California State Certified SA/IPV Crisis
Counselors. Last fiscal year, Lumina Alliance provided more than 17,000 services to 1,397 clients. Our vision is to create a safe, thriving, and
equitable community.
3. Name of Executive Director *
Jennifer Adams
4. Name of Board President or Chair *
Courtney Taylor
5. Number of paid staff (full or part-time)*
57
6. Number of volunteers *
33
7. Describe the community(ies) your organization supports *
Lumina Alliance supports survivors of sexual assault and intimate partner violence and their loved ones in San Luis Obispo County.
Historically, marginalized communities are at a greater risk for experiencing sexual violence. A large percentage of our clients identify with
marginalized groups and face barriers to accessing services for sexual assault and intimate partner violence. According to the 2020 US
Census, SLO County’s estimated population is 282,0424, approximately 24% of which identify as Hispanic/Latino, 4% as Asian, 2% as Black,
and 67% as white. In the 2022-2023 fiscal year, LA served 1,406 survivors and their loved ones. Clients who received services last year
mirrored county demographics, though we served a disproportionately higher number of those who identified as Hispanic or Latino. The
vast majority identified as female, though approximately 15% identified as male. Approximately 85% were English-speaking and 14% were
monolingual Spanish-speaking. We also served 235 survivors with disabilities and/or chronic illness in 2022, making up about 17-18% of
total clients served that year. Additionally, Lumina Alliance served a large population of LGBTQ+ and incarcerated survivors. Lumina Alliance
prioritizes accessible, equitable services and recognizes that marginalized populations are most at risk for experiencing violence.
8. Approximate Annual Budget *
$5,249,238
9. Major Sources of Funding *
Fiscal Year 2023-24: California Governor ’s Office of Emergency Services $2,815,236; Office on Violence Against Women (multi-year funding
2021-25) $377,940; County of San Luis Obispo $234,170; CA Department of Public Health $219,583 ($170,000 of which is multi-year funding
2024-2029); CalWorks $175,000 (multi-year funding 2022-2025)
Part 3 Project/Program Information
14. In the table below include a minimum of four (4) metrics or performance outcomes that
relate to the implementation/success of the project. Examples include: # of SLO City
residents served, # of referrals provided to individuals seeking social services.
Methods of Evaluation Indicators of Success / Measurable Outcomes
Anonymous client surveys 85% of clients feel that the services they received were culturally-
appropriate.
Anonymous client surveys 85% of clients feel that the services they received increased their
sense of safety and self-sufficiency.
1. Please provide an executive summary of proposed project/program *
Lumina Alliance is requesting $20,000 in funds to support general operating costs, as well as any necessary repairs, for our shelters that
arise. Our shelters are consistently at capacity and we receive an ever-increasing number of requests for services and calls to our 24/7 Crisis
& Information Line. In addition to our shelter program and the variety of comprehensive services that Lumina Alliance offers local survivors,
our agency is the only one on the Central Coast that operates as a rape crisis center.
2. Total Project Cost?*
$609,420.00
3. Requested Project Amount *
$20,000.00
4. Please provide a detailed description of proposed project/program *
Lumina Alliance is requesting $20,000 in funding to support our general operating costs with emphasis on our emergency shelter program,
and necessary repair costs associated with our housing units. Our organization provides three shelters in Atascadero, Paso Robles, and San
Luis Obispo with a total of 44 beds, as well as 10 units of transitional housing to survivors of sexual assault (SA) and intimate partner
violence (IPV). We also offer assistance with the establishment of permanent housing for clients. Survivors in our housing program have
access to Lumina Alliance’s full range of services including 24-hour crisis hotline, individual and group therapy sessions, assistance filing
temporary restraining order applications, case management, skills training (parenting, budgeting, resume building, etc.), and financial
assistance.
Our funding request proposes to cover a portion of the costs of utilities, equipment, repair and maintenance supplies, and food necessary
for the full operation of our emergency shelter program. Lumina Alliance is a long-time participant in the HRC-HSG grant program, and we
are grateful for the City of SLO’s continued support which is vital to our regular operations.
5. Describe the community/population the project/program will support.*
This project will support sexual assault and intimate partner violence survivors and their families who are unhoused or at-risk of becoming
unhoused due to fleeing violence. Many individuals in abusive relationships are forced to become dependent on their abuser who may
control every aspect of their lives, including their finances and housing. Lumina Alliance uses the Housing First model which views housing
as a tool rather than a reward, offering wraparound services as clients are housed. Accessible emergency shelters are vital to survivors of
sexual assault and intimate partner violence, especially marginalized communities such as Hispanic/Latino and Spanish-speaking survivors,
in reestablishing their self-sufficiency and wellbeing.
6. The HRC has identified homeless prevention including affordable and alternative housing, supportive services, and
transitional housing as the main funding priority. Does your grant request meet this funding priority?*
Yes
No
7. Which other priority of the non-ranked HRC funding priorities does your request support? Please check the appropriate
boxes:*
Hunger and malnutrition prevention
Supportive physical and mental health services for those in need
Services for seniors and/or people with disabilities in need
Supportive and developmental services for children and youth in need
Services encouraging diversity, equity, and inclusivity in marginalized communities
8. Provide timeline for project *
Our project will provide continuous emergency shelter to sexual assault and intimate partner violence survivors over the course of the 1-
year performance period from July 1, 2024 to June 30, 2025.
9. Identify any partnerships/collaborations that are supporting this project/program and their roles *
LA maintains MOUs with 48 entities throughout SLO County to ensure that we are receiving referrals when IPV is disclosed outside of our
organization and that we have relationships with organizations providing additional services to whom we can refer clients when necessary.
We will continue to work regularly and closely with organizations such as 5Cities Homeless Coalition, El Camino Homeless Organization
(ECHO), Community Action Partnership of San Luis Obispo County (CAPSLO), Community Counseling Center (CCC), and more to connect
survivors with services in the community to create a network of support. LA will participate on multi-disciplinary teams and continue to
partner with numerous community stakeholders in an effort to ensure a coordinated community response to IPV. LA is an active member of
the Homeless Services Oversight Council - which compiles community data about homelessness to make policy and funding
recommendations to the Board of Supervisors. We also participate in the SLO Supportive Housing Consortium, which brings together
homeless service providers to address community-specific housing needs and to ensure efficient access to diverse homeless prevention
and intervention resources.
OR from last year: Through partnership, referrals, and case management, Lumina Alliance works closely with various county nonprofits to
provide services to survivors. Lumina Alliance provides comprehensive sexual assault (SA) and intimate partner violence (IPV) services
throughout San Luis Obispo County. For example, clients seeking services at Lumina Alliance may also require mental health services. Our
agency provides referrals and warm handoffs to Transitions Mental Health (THMA) to ensure survivors get the specialized care they need.
Lumina Alliance also provides referrals to nonprofits such as El Camino Homeless Organization (ECHO), 40 Prado Homeless Services Center,
and 5Cities Homeless Coalition for unhoused clients. Lumina Alliance also collaborates closely with many other non-profit organizations
serving similar clientele through staff participation in the Intimate Partner Violence Coalition, Anti-Human Trafficking Task Force, Supportive
Housing Consortium meetings, SAFE meetings, and more. Our organization holds memorandums of understanding (MOUs) with numerous
companies and organizations within San Luis Obispo County, including the sheriff’s office, which ensures that survivors have a direct line of
contact to our agency even if they confide in other community partners.
10. Describe your plan for sustainability beyond the City’s one-year award funding *
Lumina Alliance will continue to fundraise and seek grants in order to maintain approximately $5.2 million in funding from federal, state,
and foundation grants, as well as individual and business donations to sustain our organization and programs into the future. Once these
funds are used, we will maintain our regular funding streams to ensure the services that Lumina Alliance and our predecessors have
offered since 1979 remain available to all survivors of sexual assault and intimate partner violence in San Luis Obispo County. Currently, the
California Office of Emergency Services (CalOES) anticipates a significant funding reduction to the Victims of Crime Act of 1984 (VOCA) Victim
Assistance Formula Grant Program, federal funding that largely supports all of our offered services. Come July 2024, we may experience up
to $735,000 in cuts to our VOCA-funded programs, which include shelter, rapid-rehousing, crisis support, and advocacy. Our most
vulnerable populations served, including those who are incarcerated and children, will take the biggest hit. Maintaining our long-running
grants like the City of SLO HRC HSG will provide us with sustainable funding to continue operating vital programs like our emergency
shelters.
11. Describe the plan for promoting this project, program, or service within the City of San Luis Obispo *
During the grant cycle, will continue conducting targeted outreach to survivors of sexual assault and intimate partner violence via social
media; print media, television, and radio; opinion editorials; and via printed outreach materials to ensure our services are known and
trusted among the San Luis Obispo community.
12. Est. Number of people served through this project/program *
200
13. Est. Number of SLO City Residents served through this project/program *
75
Attachments
Copy of Organization’s most recent complete fiscal year financial statement (for the previous year because it is the
middle of the current fiscal year) including a statement of financial position/balance sheet, statement of revenue &
expenses/income statement, profit & loss.
Financial Statement *
Lumina Alliance Audited Financial Statements Year Ended June 30, 2022.pdf 618.35KB
1-page Organization Chart *
Org Chart 02.28.2024.pdf 281.93KB
Document Certifying Federal Tax-Exempt Status *
Lumina Alliance 501c3 EIN & WSP SS 501c3 Combined PDF.pdf 164.49KB
1-page detailed budget for the program including how the total requested amount of grant would be spent.
Budget *
Lumina Alliance FY 24-25 HRC-HSG Budget.pdf 93.23KB
1-page DEI statement that includes:
Applicants’ understanding and application of DEI
Affirming language that creates access and a sense of belonging in our community apart from grant
Explain how this project will advance DEI in the City of SLO
DEI Statement *
Lumina Alliance 1-Page DEI Statement HRC HSG 24-25.pdf 53.7KB
B o ar d o f
Di r ec t o r s
B o ar d o f Di r ec t o r s
J en n i f er A d am s
Chief Executive
Officer (CEO)
(40E)
*Su s an L am o n t
Chief Program Officer
(CPO) (40E)
*J o s e
Gu i l l en
Facilities &
Operations
Director
(40E)
*L ey d i
Ri o s
Transitional
Housing
Advocate
(40)
*Yes en i a
A l o n s o
Housing
Services
Director
(32)
*El i a Par t i d a
Shelter
Manager
SLO (40)
*J as m i n e
Ven t u r a
Shelter
Advocate
SLO (40)
*To n y
Vi d au r r i
North
County
Shelter
Manager
(40)
*Du l c e
Ven t u r a
Shelter
Advocate
Atascadero
(40)
*Mar i s el a
Co r o n a
Shelter
Advocate
Paso (40)
*A n g i e
Go n zal ez
Client
Services
Director
(40E)
*A n a
Ch av ez
Client
Advocate
(30)
*A d r i an a
Hi n
Client
Advocate
(30)
*Fat i m a
Cer v an t es
Client
Advocate
(40)
To r i
Wi l s o n
Client
Advocate
(40)
*J at zi b e
San d o v al
Detention
Facilities
Program
Manager
SLO (40)
Cl em en t i n e
El l i s
Law
Enforcement
Administrator &
Client Advocate
(40)
Deb b y Ni c k l as
Chief Philanthropy
Officer (short term)
(30E)
St ac y Sal am e
Communications
Director (40E)
Mal y n n
San c h ez
Prevention
Programs
Manager-
Schools
(40)
Cam er o n
St o r l i e
Prevention
Education
Coordinator
(40)
Cal l i e Ten n o c k
Prevention
Programs
Manager-
Community
(40)
*Reb ec a
Go m ez
Prevention
Education
Coordinator
(youth) (40)
No ah Iv es
Prevention
Education
Coordinator
(adult) (40)
Mat t h ew
Reed
Volunteer
Manager
(40)
Cr i s i s
L i n e
Vo l u n t eer s
& In t er n s
K ai t l i n
Go o d p as t er
Grants
Administrator
(40)R
Si en a
Par s o n s
Grants
Coordinator
(20)R
K at e Ho w el l
Development
Coordinator
(40)
K r i s t i n a Fo r r es t er
Chief Financial Officer
(CFO) (40E)
Er i n Wh i t e
Accounting
Manager
(40)
Hay l ey
Do zi er
Bookkeeper I
(20)R
Mar i s a
Ren s h aw
Bookkeeper I
(15)
A l i c i a L ei g h
Hau k i
Budget
Analyst (40)
Sam Go t t l i eb
Chief People &
Culture Officer
(CPCO) (40E)
B r y an
Cu s t er
IT Director
(36E)
Mo n i c a
K l ei n
Database
Administrator
(24)R
Th o m as
K es s l er
IT
Coordinator
(24)
Sar ah
L i n d em an
People &
Culture
Manager
(40)
*J es s i c a Pi n a
Operations &
Administrative
Manager
(40)
A m b er
Ho l l ar m an ,
L MFT
Clinical
Director (30E)
Ter y n
L i t t l e
L CSW
Associate
Clinical
Director
(40E)
*A l l en
Ram i r ez
A MFT
Therapist
(40)
*Mel an i e
Dav en p o r t
Trainee
Therapist
(20)
El l en
J aw o r s k i
A MFT
Therapist
(20)
El ec i a
Mat h i s -
Hu m p h er y
Trainee
Therapist
(20)
*J o an n a
Po s ad a
L MFT
Associate
Clinical
Director
(32E)
A ar o n
B ar o
A MFT
Therapist
(40)
Su s an
Fu t r el l
Trainee
Therapist
(20)
Tat i an a
Zar m at i
Trainee
Therapist
(20)
Th er es a
Mo r t i l l a
L MFT
Clinical
Supervisor
(9)
J o r d y n
K r u s e
A MFT
Therapist
(30)
Ch r i s t y
Ham m er
A MFT
Therapist
(40)
Vi c t o r i a
Fi s h er
L CSW
Clinical
Supervisor
(20)
Mel i s s a
Mas t er s
A MFT
Therapist
(36)
Cas s i d y
Ur b an y
Trainee
Therapist
(15)
Reb ec c a
Zem k e
L MFT
Therapist
(7)
*El l i e
Mad r i g al
Therapy
Department
Coordinator
(30)
Lumina Alliance
HSG Proposed Budget
FY 24/25
Expenses
Lumina
Alliance HRC-HSG
Payroll Expenses
Salary 446,004
Payroll Taxes 36,050
Worker's Comp Insurance 26,274
Payroll Processing Fee 4,880
Vacancy Rate (50,019)
Total Payroll Expense 463,189 -
Employee Benefits
5721 · Health Ins 33,523
5725 · Simple IRA, ER Contr.1,625
Total Employee Benefits 35,148 -
Staff Expense -
Mileage 4,315
Training 2,000
Travel 850
Total Staff Expense 7,165 -
Retention
Staff (includes food for meetings)923
Total Retention 923 -
Insurance
General Liability Insurance 6,104
Directors & Officers 7,175
Auto 1,337
Total Insurance 14,616 -
Facility Expenses
Utilities 28,125 8,000
Telephone 10,100
Security Systems 350
Total Facilities 38,575 8,000
Professional Fees
Accounting (Audit/Tax Return)3,957
Total Professional Fees 3,957 -
Operating Expense
Client Data Base 4,618
Dues & Subscriptions 627
Equipment 2,000 2,000
Postage 750
Repair & Maintenance Supplies 19,612 8,000
Software 2,700
Supplies 3,540
Food 7,000 2,000
Total Operating 40,847 12,000
Vehicle Maintenance
Maintenance 3,000
Fuel 2,000
Total Vehicle Maintenance 5,000 -
Total Expenses 609,420 20,000
Shelter Operations Budget Summary
0000001
6
Lumina Alliance
Combined Statement of Financial Position
June 30, 2022
Assets
Current assets:
Cash and cash equivalents 463,424$
Certificates of deposit 277,824
Accounts receivable 3,900
Grants and contracts receivable 1,460,291
Prepaid expenses and other current assets 29,748
Total current assets 2,235,187
Noncurrent assets:
Restricted cash and cash equivalents in Trust 25,537
Investments in Trust 264,520
Assets in Trust 290,057
Fixed assets, net of accumulated depreciation and amortization 1,836,032
Total noncurrent assets 2,126,089
Total assets 4,361,276$
Liabilities and Net Assets
Current liabilities:
Accounts payable and accrued liabilities 54,703$
Accrued payroll and payroll taxes 131,244
Compensated absences payable 234,828
Deferred grant revenues 62,064
Security and rent deposits 3,680
Current portion of note payable 3,620
Total current liabilities 490,139
Long-term liabilities:
Note payable, net of current portion 146,707
Total long-term liabilities 146,707
Net assets:
Without donor restrictions 1,675,103
With donor restrictions 2,049,327
Total net assets 3,724,430
Total liabilities and net assets 4,361,276$
The accompanying notes are an integral part of these financial statements.
7
Lumina Alliance
Combined Statement of Activities
Year Ended June 30, 2022
Without Donor With Donor
Restrictions Restrictions Total
Revenue, gains, and other support:
Grants - Federal 2,336,844$ $ 2,336,844$
Grants - State 1,302,838 1,302,838
Grants and contracts - Local and nongovernmental 394,635 394,635
Contributions 729,344 26,349 755,693
Special event revenue, net of direct benefit to donors
of $11,552 211,183 211,183
Contributions of nonfinancial assets 171,577 171,577
Contribution from merger 541,697 541,697
Contribution of nonfinancial assets from merger 86,666 655,000 741,666
Realized and unrealized loss on investments, net - (47,340) (47,340)
Investment income, net of fees 1,527 7,909 9,436
Rental income 73,822 73,822
Gain on extinguishment of debt 342,955 342,955
Miscellaneous income 24,707 24,707
Total revenues, gains and other support 6,217,795 641,918 6,859,713
Net assets released from restrictions 332,901 (332,901) -
Expenses:
Program services 4,072,455 4,072,455
Supporting services:
Fundraising 259,510 259,510
General administration 1,748,476 1,748,476
Total expenses 6,080,441 6,080,441
Change in net assets 470,255 309,017 779,272
Net assets - beginning of year 1,204,848 1,740,310 2,945,158
Net assets - end of year 1,675,103$ 2,049,327$ 3,724,430$
The accompanying notes are an integral part of these financial statements.
8
Lumina Alliance
Combined Statement of Functional Expenses
Year Ended June 30, 2022
Program General and
Services Fundraising Administration Total
Salaries and wages 2,519,550$ 131,654$ 747,949$ 3,399,153$
Payroll tax 238,735 1,946 147,729 388,410
Rent 140,905 140,880 281,785
Client assistance 239,978 239,978
Consultants and contractors 33,928 810 177,954 212,692
Health insurance 108,737 460 30,597 139,794
Outsourced program services 124,335 124,335
Workers' compensation insurance 58,441 509 58,945 117,895
Outreach 51,492 35,176 16,969 103,637
Depreciation 64,307 3,783 26,479 94,569
Utilities 79,459 8,081 87,540
IT systems and support 14,950 70,146 85,096
Court fees 83,583 83,583
Insurance 42,365 31,911 74,276
In-kind expenses 95,688 32,369 43,520 171,577
Repairs and maintenance 32,328 24,484 56,812
Fundraising events 34,662 34,662
Retirement contribution 39,904 39,904
Staff and volunteer training and appreciation 19,482 20,273 39,755
Merger expenses 39,570 39,570
Miscellaneous expense 7,900 951 29,405 38,256
Supplies 30,135 8,042 38,177
Client database 11,439 19,175 30,614
Telephone 15,991 11,924 27,915
Computer equipment 4,053 17,869 21,922
Dues and subscriptions 4,924 493 14,602 20,019
Furniture and fixtures 12,501 2,362 4,351 19,214
Mileage 14,398 1,004 936 16,338
Donor software 13,331 13,331
Food 7,750 7,750
Bank and credit card fees 112 5,147 5,259
Interest expense 4,591 4,591
Hiring expense 1,139 3,014 4,153
Translation services 4,134 4,134
Printing 2,435 1,601 4,036
Travel 2,597 1,306 3,903
Vehicle maintenance 3,830 3,830
Postage 604 1,122 1,726
Property tax 250 250
Total expenses 4,072,455$ 259,510$ 1,748,476$ 6,080,441$
Supporting Services
The accompanying notes are an integral part of these financial statements.
9
Lumina Alliance
Combined Statement of Cash Flows
Year Ended June 30, 2022
Cash flows from operating activities:
Change in net assets 779,272$
Adjustments to reconcile change in net assets
to net cash used in operating activities:
Depreciation and amortization 94,569$
Realized and unrealized loss on investments, net 47,340
Gain on extinguishment of debt (342,955)
Contribution from merger of nonfinancial assets (741,666)
Changes in operating assets and liabilities:
Accounts receivable (3,900)
Grants and contracts receivable (999,346)
Prepaid expenses and other current assets (13,776)
Accounts payable and accrued liabilities (24,341)
Accrued payroll and payroll taxes 79,126
Compensated absences payable 139,302
Deferred grant revenues 62,064
Security and rent deposits (4,062)
Total adjustments (1,707,645)
Net cash used in operating activities (928,373)
Cash flows from investing activities:
Reinvested interest income on certificates of deposit (1,164)
Proceeds from sale of investments in trust 356,799
Purchase of investments in trust (302,778)
Purchase of fixed assets (67,109)
Net cash used in investing activities (14,252)
Cash flows from financing activities:
Repayment of long-term debt (2,923)
Net cash used in financing activities (2,923)
Net decrease in cash and cash equivalents (945,548)
Cash and cash equivalents - beginning of year 1,434,509
Cash and cash equivalents - end of year 488,961$
Reconciliation of cash and cash equivalents to Statement of Financial Position:
Cash and cash equivalents 463,424$
Restricted cash and cash equivalents in trust 25,537
Cash and cash equivalents - end of year 488,961$
Supplemental disclosure of cash flow information:
Cash paid for interest during the year 4,591$
Non-cash investing transactions:
Change in net unrealized holding loss on endowment trust assets (47,340)$
The accompanying notes are an integral part of these financial statements.
10
Lumina Alliance
Notes To Combined Financial Statements
June 30, 2022
Note 1: Nature of Business
Lumina Alliance (the Organization) is a nonprofit organization with the purpose of aiding victims of intimate partner
violence and their children by providing temporary shelter, counseling, transitional housing and support services. All
of the services are provided within San Luis Obispo County, California. In an effort to plan for the future financial
needs of the Organization, the Women’s Shelter Endowment Trust (WSE Trust) was created to receive and hold assets
in perpetuity with the investment income from those assets restricted for support of the Organization.
The accompanying financial statements include the Lumina Alliance and the Women’s Shelter Endowment Trust. All
significant transactions between the organizations have been eliminated in consolidation.
Note 2: Summary of Significant Accounting Policies
Cash and Cash Equivalents
For purposes of the statement of cash flows, the Organization considers all demand deposits with banks and
certificates of deposit with an original maturity of three months or less to be cash equivalents. Cash and cash
equivalents held by the WSE Trust are restricted for long-term investment and are shown as restricted cash and cash
equivalents in the accompanying financial statements. As of June 30, 2022, the Organization had $35,051 in
unrestricted cash equivalents.
Accounts, Grants, and Contracts Receivable
The Organization has not recorded an allowance for doubtful accounts since management believes that accounts and
grants and contracts receivable are collectible. Any bad debts in the future would be charged off as incurred.
Endowment Investments
The Organization is an income beneficiary named under a perpetual trust, the WSE Trust. Investment income net of
fees of $2,501 and net realized and unrealized gains and losses are recorded in the statement of activities.
Funds with Deficiencies:
From time to time, the fair value of assets associated with the individual donor-restricted endowment fund may fall
below the level that the donor or Uniform Prudent Management of Institutional Funds Act (UPMIFA) required the
Organization to retain as a fund of perpetual duration. In accordance with accounting principles generally accepted in
the United States of America, there were no deficiencies of this nature at June 30, 2022.
Lumina Alliance DEI Statement -City of SLO 2024-25 HRC HSG Grant
We believe:
●Diversity,equity,and inclusion (DEI)are essential to creating a safe,thriving,and
equitable community.
●All forms of violence are connected and sexual and intimate partner violence
occur within the larger context of societal inequities.
●All forms of oppression are connected.The sexism,homophobia,and
transphobia that fuel power-based violence are interwoven with racism,
xenophobia,ableism,and other types of oppression that devalue the lives of
entire groups of people.
●When we fail to recognize each other ’s full humanity –whether individually or by
painting whole groups as “other”–we contribute to dehumanization and pave the
way for violence.
●When we seek to understand those who are different from us,we create a world
where violence is neither celebrated nor tolerated.
We are committed to:
●Ending all forms of sexual and intimate partner violence.
●Ensuring our DEI efforts drive innovation in order to empower each other and
those we serve.
●Creating a culture where discrimination is not tolerated in any form.
●Dismantling inequities in our policies,programs and services.
●Advancing DEI by participating individually and as an organization in changing
the status quo.
●Pledging to stand with and advocate for all who seek racial justice,social justice,
and liberation from violence and oppression.
Advancing DEI in the City of SLO through the Emergency Shelter Program:
Historically,marginalized communities are at a greater risk for experiencing sexual
violence.A large percentage of our clients identify with marginalized groups and face barriers to
accessing services for SA/IPV,especially affordable,accessible housing.In the 2022-2023
fiscal year,Lumina Alliance served 1,397 survivors and their loved ones.Clients who received
services last year mirrored county demographics,though we served a disproportionately higher
number of those who identified as Hispanic or Latino.The vast majority identified as female,
though about 11%identified as male and 2%as transgender.Approximately 85%were
English-speaking and 15%were monolingual Spanish-speaking.We also served 235 survivors
with disabilities and/or chronic illness in 2022,making up about 17-18%of total clients served
that year.Additionally,Lumina Alliance served a large population of LGBTQ+and incarcerated
survivors.
Lumina Alliance prioritizes accessible,equitable services and recognizes that
marginalized populations are most at risk for experiencing violence.Lumina Alliance meets the
intersectional need that exists between SLO County’s housing crisis and the demand for
culturally-appropriate survivor resources as the County’s only rape crisis center and the
County’s only organization providing shelter and housing services specifically to SA/IPV
survivors.