LINCOLN SCHOOL (EIN 050258900) - 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

1884

Legal Domicile

Principal Officer

SOPHIE G LAU

Phone

4013319696

Tax Period

2022-07-01 to 2023-06-30

LINCOLN SCHOOL, founded in 1884, is a mid-sized nonprofit that reported $20.4M in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $19.4M left a modest 5% surplus.

Mission

TO PROVIDE AN INDEPENDENT COLLEGE PREPARATORY SCHOOL FOR GIRLS WHERE HIGH ACADEMIC AND ETHICAL STANDARDS CHALLENGE STUDENTS FROM NURSERY THROUGH GRADE TWELVE TO NURTURE THEIR SPECIAL TALENTS AND INTERESTS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,949,423

Program Service Revenue $16,113,407

Investment Income $105,692

Other Revenue $188,834

TOTAL REVENUE $20,357,356

Expense Breakdown

Grants Paid $4,785,858

Salaries & Benefits $9,775,732

Fundraising Expenses $504,391

Program Expenses $16,844,170

Other Expenses $4,790,005

TOTAL EXPENSES $19,351,595

Year-over-Year Comparison

	2022	2021	Change
Revenue	$20,357,356	$17,832,319	+0.1%
Expenses	$19,351,595	$18,623,971	+0.0%
Net Income	$1,005,761	$-791,652	-2.3%

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

221

Volunteers

193

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

$552,473

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUSSELL CAREY	CHAIR	2.00	Officer Director	$0	$0	$0
KIM SPRAGUE ANDERSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KATHRIN PAGONIS BELLIVEAU	VICE CHAIR, THRU 05/2023	2.00	Officer Director	$0	$0	$0
NANCY NAHIGIAN TAVITIAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JANE PALESTINE JAMIESON	PAST CHAIR	2.00	Officer Director	$0	$0	$0
JIM CASEY	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTOPHER DOWNS	TREASURER	2.00	Officer Director	$0	$0	$0
SIRAJ AMANULLAH	TRUSTEE	2.00	Director	$0	$0	$0
PATRICIA SAMORS BENTON	TRUSTEE	2.00	Director	$0	$0	$0
SARAH BOUVIER	TRUSTEE	2.00	Director	$0	$0	$0
DAVE CALDWELL JR	TRUSTEE	2.00	Director	$0	$0	$0
CAROLINE CANNING	TRUSTEE	2.00	Director	$0	$0	$0
JOANNE CHANG	TRUSTEE	2.00	Director	$0	$0	$0
SARAH CONDE	TRUSTEE	2.00	Director	$0	$0	$0
JOAN COUNTRYMAN	TRUSTEE	2.00	Director	$0	$0	$0
MARGARET FIELD KELLY	TRUSTEE	2.00	Director	$0	$0	$0
KIRSTEN E KENNEY	TRUSTEE	2.00	Director	$0	$0	$0
LETICIA LOPES	TRUSTEE	2.00	Director	$0	$0	$0
BRENDAN MCNALLY	TRUSTEE	2.00	Director	$0	$0	$0
MIH-HO CHA NEENAN	TRUSTEE	2.00	Director	$0	$0	$0
LIZ NEWTON	TRUSTEE	2.00	Director	$0	$0	$0
KATHRYN RAMSTAD	TRUSTEE	2.00	Director	$0	$0	$0
JAI-ME POTTER RUTLEDGE	TRUSTEE	2.00	Director	$0	$0	$0
DENIS ROCHE	TRUSTEE	2.00	Director	$0	$0	$0
SOPHIE G LAU	HEAD OF SCHOOL	50.00	Officer	$300,176	$67,270	$367,446
BRENDA L KONOPELKO	CHIEF FINANCIAL OFFICER	50.00	Officer	$166,379	$18,648	$185,027
MOLLY GARRISON	DIRECTOR OF ADVANCEMENT	40.00	Highest	$155,770	$28,443	$184,213
PETER BROOKS	DIRECTOR OF UPPER SCHOOL	40.00	Highest	$121,987	$14,476	$136,463
DEBORAH ELWELL HANNEY	DIRECTOR OF MIDDLE SCHOOL	40.00	Highest	$130,775	$33,058	$163,833
KIMBERLY A LOUGH	DIRECTOR OF LITTLE SCHOOL	40.00	Highest	$111,312	$5,438	$116,750
SUSAN A FARNUM	DIRECTOR OF ADMISSIONS	40.00	Highest	$117,010	$10,251	$127,261

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$20,357,356	$19,351,595	$37,381,230	$1,005,761
2022	$17,832,319	$18,623,971	$34,680,001	$-791,652
2021	$18,197,199	$17,696,508	$36,052,997	$500,691
2020	$17,234,425	$18,473,163	$31,796,346	$-1,238,738
2019	$17,823,221	$17,793,469	$31,089,304	$29,752
2018	$15,237,820	$16,747,544	$30,295,876	$-1,509,724

LINCOLN SCHOOL