Lincoln Foundation (EIN 042445165) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Phone

7817998662

Tax Period

2024-01-01 to 2024-12-31

Lincoln Foundation, founded in 1968, is a micro nonprofit in the Housing & Shelter sector that reported $38K in total revenue in fiscal year 2024. Revenue fell 87% from the prior year — a significant decline worth monitoring. Expenses of $65K exceeded revenue, resulting in a 71% operating deficit.

Mission

Administer affordable housing in Lincoln, Massachusetts. The Lincoln Foundation works with the Town of Lincoln to facilitate the reslaes of affordable deed restricted homes.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $250

Program Service Revenue $30,000

Investment Income $7,765

Other Revenue $0

TOTAL REVENUE $38,015

Expense Breakdown

Grants Paid $58,490

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,490

Other Expenses $6,420

TOTAL EXPENSES $64,910

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,015	$286,531	-0.9%
Expenses	$64,910	$44,596	+0.5%
Net Income	$-26,895	$241,935	-1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terri Morgan	President	2.00	Director	$0	$0	$0
Rhonda Swain	Treasurer	1.00	Director	$0	$0	$0
Laura Koller	Secretary	1.00	Director	$0	$0	$0
Jack Holbrook	Board Member	1.00	Director	$0	$0	$0

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
2024	$38,015	$64,910	$295,950	$-26,895
2023	$286,531	$44,596	$322,845	$241,935

Lincoln Foundation