The Lincoln Home (EIN 010220430) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1927

Legal Domicile

Principal Officer

Lorrie Winslow

Phone

2075633350

Tax Period

2024-08-01 to 2025-07-31

The Lincoln Home is a 501(c)(3) with EIN 010220430, based in Newcastle, ME. Founded in 1927, the organization files IRS Form 990 and reported its most recent data for fiscal year 2024. In that period, it reported $4,798,673 in total revenue and $4,918,860 in total expenses, with net assets of $2,451,830.

Mission

The Lincoln Home provides senior living options for elderly residents in an environment fostering dignity, safety, comfort, and the enjoyment of meaningful lives.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $157,915

Program Service Revenue $4,515,961

Investment Income $95,484

Other Revenue $29,313

TOTAL REVENUE $4,798,673

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,395,712

Fundraising Expenses $75,329

Program Expenses $4,185,435

Other Expenses $1,523,148

TOTAL EXPENSES $4,918,860

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,798,673	$4,800,304	0.0%
Expenses	$4,918,860	$5,265,498	-0.1%
Net Income	$-120,187	$-465,194	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

152

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$133,266

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann Poole	Director	1.00	Director	$0	$0	$0
Bruce Bachelder	Treasurer	2.00	Officer Director	$0	$0	$0
Denny Briggs	Director	1.00	Director	$0	$0	$0
John Hendrickson	Director	1.00	Director	$0	$0	$0
Judi Lawrence	Director	1.00	Director	$0	$0	$0
Karen Filler	President	2.00	Officer Director	$0	$0	$0
Katie Rethman	Director	1.00	Director	$0	$0	$0
Lorrie Winslow	Executive Director	40.00	Officer	$130,016	$3,250	$133,266

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,798,673	$4,918,860	$6,189,922	$-120,187
2024	$4,800,304	$5,265,498	$7,160,257	$-465,194
2023	$4,015,959	$4,954,245	$8,283,114	$-938,286
2022	$4,409,551	$4,649,415	$6,112,972	$-239,864
2021	$4,384,248	$4,320,442	$6,928,285	$63,806

The Lincoln Home