LUMARYX — BUILT FOR MISSIONS LIKE YOURS
Nonprofit leaders bring extraordinary commitment to their missions and a deep desire to increase impact. What’s harder is finding the time, capacity, and analytical depth required to identify the opportunities that truly move the needle.
That’s where LUMARYX comes in.
We partner with organizations ready to take the next step — combining rigorous strategy, advanced analytics, and practical AI to surface the opportunities that can meaningfully accelerate your mission.
For every client, LUMARYX builds a rich, integrated data foundation tailored to the organization and its strategic questions. That foundation pairs IRS Form 990 data (mission and program data, revenue, expense, asset, governance, and talent information) with client-provided data and relevant third-party sources such as industry research, surveys, rating agencies, government datasets, donor databases, and market benchmarks.
This integrated dataset powers LUMARYX’s peer-matching algorithm, advanced analytics, and strategic advisory work — helping leadership teams and board members compare against relevant peer organizations, understand funding sources and operating patterns, and identify the focus areas most likely to accelerate long-term mission impact.
LUMARYX is built on capabilities that didn’t exist a couple of years ago: modern AI and purpose-built nonprofit data. In the hands of a team experienced across both nonprofit and commercial settings, those tools help you clearly see your options — and advance with the ones that will most accelerate your mission’s impact and scale.
THE
LUMARYX
PLATFORM
The strategic power of any analytical platform comes from integrating multiple data sources — and what that enables. Looking at single sources in isolation is informative but rarely uncovers deeper truths or identifies transformative opportunities.
LUMARYX was built to unify fragmented information and offer powerful strategy and analytics to nonprofit leaders: starting with comprehensive profiles of every U.S. nonprofit e-filing an IRS Form 990, then layering in client-provided, public, and third-party data sources to create a level of visibility that hasn’t historically existed in the nonprofit sector.
We use this foundation to help leaders see their organization in context — identify true peers, uncover whitespace, and evaluate strategic alternatives with a level of rigor typically reserved for commercial enterprises — and translate that insight into clear strategy and actionable plans.
ADVISORY
SOLUTIONS
Six ways LUMARYX works with nonprofit leaders — from full strategic reviews to focused consulting engagements built around a specific question
STRATEGIC REVIEW
A rigorous, outside-in assessment of your organization’s position — benchmarked against a large, segmented peer set. We identify what’s working and where the most meaningful opportunities exist to scale mission impact
OPERATIONAL REVIEW
A clear view of your revenue model, cost structure, program mix, and trajectory relative to peers. We translate financial patterns into operational insight, helping leadership and the board focus on what matters most
EXECUTIVE COMP CALIBRATION
Ensure executive compensation is aligned with the market and your organization’s goals. We benchmark roles, pay levels, and incentives against relevant peers — helping leadership attract, retain, and motivate top talent
TALENT
RESEARCH
LUMARYX expands the field of view beyond the usual candidates, scanning your peer ecosystem to identify high-potential talent for your executive search partners to evaluate
MARKETING REVIEW
An objective assessment of your brand, messaging, and marketing. We identify where your positioning stands out, where it blends in, and how to strengthen the connection with important audiences
CUSTOM
ENGAGEMENTS
If your needs don’t fit a standard scope, let’s talk about a custom engagement. LUMARYX draws on a broad set of capabilities to design tailored engagements — and will tell you directly when we’re not the right fit
LUMARYX
KINSIGHT
METHODOLOGY
INSPIRATION OVER AFFIRMATION
By looking beyond the usual suspects, KINSIGHT uncovers strategies, programs, and talent that traditional approaches miss. The result isn’t analysis that reinforces the status quo — it’s insight that expands what’s possible and points to new paths for impact and scale.
LUMARYX
KINSIGHT
KINSIGHT inverts the traditional approach! Our peer-matching algorithm evaluates your organization against the hundreds of thousands of nonprofits — narrowing to a large, relevant peer set, then ranking and segmenting into comparison groups.
TRADITIONAL PEER ANALYSIS
Traditional peer analysis is a top-down exercise built on a narrow set of familiar organizations. The result often confirms what leaders already suspect, but rarely surfaces transformative opportunities. Nonprofit leaders looking to accelerate their missions should expect more.
LET'S TALK
ABOUT YOUR
MISSION
Tell us a bit about your organization and what you’re exploring. We’ll schedule 45 minutes to listen, ask thoughtful questions, and explore ways to accelerate your mission.
THE LUMARYX
TEAM
LUMARYX is a new firm — made possible by recent advances in AI and the growing availability of nonprofit organizational data. We are lean by design — moving quickly, staying close to the work, and bringing a level of focus and intensity that’s hard to sustain in larger firms.
We operate this way by combining deep in-house expertise with a carefully selected network of senior advisors and specialized contractors — extending capacity without adding unnecessary overhead. The result is LUMARYX brings the rigor of a large advisory firm with the speed and responsiveness of a startup.
LUMARYX’s founder has over 30 years of experience across both commercial and nonprofit organizations, including C-suite operating roles and officer-level board service. His career began in the nonprofit sector, where he built a regional pilot program at the American Cancer Society that scaled into a national initiative — helping establish early breast cancer detection as a standard of care in women’s health. LUMARYX reflects a return to that mission-driven foundation.