LINCOLN VILLAGE PRESERVATION CORPORATION (EIN 200379279) - 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

2003

Legal Domicile

Principal Officer

HEATHER TEMPLET

Phone

2567014303

Tax Period

2024-07-01 to 2025-06-30

LINCOLN VILLAGE PRESERVATION CORPORATION, founded in 2003, is a community nonprofit in the Housing & Shelter sector that reported $1.9M in total revenue in fiscal year 2018. The organization ran a surplus of $550K, a strong 28% operating margin.

Mission

TO PROVIDE AFFORDABLE HOUSING AND EDUCATION TO RESIDENTS OF LINCOLN VILLAGE

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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 $2,930,406

Program Service Revenue $251,271

Investment Income $336,222

Other Revenue $37,321

TOTAL REVENUE $3,555,220

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,794,438

Fundraising Expenses $198,135

Program Expenses $2,497,484

Other Expenses $916,943

TOTAL EXPENSES $2,715,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,555,220	$4,977,929	-0.3%
Expenses	$2,715,291	$2,371,602	+0.1%
Net Income	$839,929	$2,606,327	-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

Volunteers

479

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

$52,167

Total Directors

$109,730

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER TEMPLET	PRESIDENT	4.00	Officer Director	$0	$0	$0
SCOTT BENCE	VICE PRES/TR	4.00	Officer Director	$0	$0	$0
KYLE FINLAY	DIRECTOR	2.00	Director	$0	$0	$0
WARNE HEATH	DIRECTOR	2.00	Director	$0	$0	$0
STEVE HILL	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS LOVE	DIRECTOR	2.00	Director	$0	$0	$0
RICA MCROY	DIRECTOR	2.00	Director	$0	$0	$0
MARK STEARNS	DIRECTOR	40.00	Director	$109,730	$0	$109,730
JAY WILSON	DIRECTOR	2.00	Director	$0	$0	$0
SAM YEAGER	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA AHRENS	EXECUTIVE DI	40.00	Officer	$52,167	$0	$52,167

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	$3,555,220	$2,715,291	$13,825,734	$839,929
2024	$4,977,929	$2,371,602	$13,069,152	$2,606,327
2023	$4,336,921	$2,291,952	$11,636,290	$2,044,969
2022	$4,041,684	$1,869,557	$11,225,323	$2,172,127
2021	$2,903,111	$1,507,241	$5,850,298	$1,395,870
2020	$2,915,825	$1,449,452	$4,576,445	$1,466,373
2019	$1,937,154	$1,387,048	$2,560,785	$550,106

LINCOLN VILLAGE PRESERVATION CORPORATION