ABRAHAM LINCOLN FOUNDATION OF THE UNION LEAGUE OF PHILADELPHIA (EIN 232822856) - 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

1995

Legal Domicile

Principal Officer

NEIL CUPERSMITH

Phone

2155876455

Tax Period

2018-07-01 to 2019-06-30

ABRAHAM LINCOLN FOUNDATION OF THE UNION LEAGUE OF PHILADELPHIA, founded in 1995, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2018. Revenue fell 48% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $249K, a strong 17% operating margin.

Mission

PROMOTES THE HERITAGE & SPIRIT OF THE UNION LEAGUE OF PHILADELPHIA BY EDUCATING AND INSPIRING LEAGUE MEMBERS AND THE GREATER COMMUNITY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $1,113,101

Program Service Revenue $63,477

Investment Income $105,833

Other Revenue $198,704

TOTAL REVENUE $1,481,115

Expense Breakdown

Grants Paid $62,000

Salaries & Benefits $0

Fundraising Expenses $138,789

Program Expenses $923,250

Other Expenses $1,170,476

TOTAL EXPENSES $1,232,476

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,481,115	$2,835,703	-0.5%
Expenses	$1,232,476	$1,105,407	+0.1%
Net Income	$248,639	$1,730,296	-0.9%

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
DAVID A STEDMAN	VICE-CHAIR	3.00	Officer Director	$0	$0	$0
JOAN CARTER	CHAIR	3.00	Officer Director	$0	$0	$0
NEIL CUPERSMITH	TREASURER	3.00	Officer Director	$0	$0	$0
JANET S KLEIN	SECRETARY	3.00	Officer Director	$0	$0	$0
JON SIRLIN	TRUSTEE	3.00	Director	$0	$0	$0
JIM CARLL	TRUSTEE	3.00	Director	$0	$0	$0
CHRIS STIGALL	TRUSTEE	3.00	Director	$0	$0	$0
MICHAEL J BARSANTI	TRUSTEE	3.00	Director	$0	$0	$0
DERIK DREHER	TRUSTEE	3.00	Director	$0	$0	$0
LISA HALE	TRUSTEE	3.00	Director	$0	$0	$0
FRANK GIORDANO	TRUSTEE	3.00	Director	$0	$0	$0
HUGH BOYLE	TRUSTEE	3.00	Director	$0	$0	$0
JASON RAIA	TRUSTEE	3.00	Director	$0	$0	$0
JOHN J TURCHI	TRUSTEE	3.00	Director	$0	$0	$0
JACK LIEBERMAN	TRUSTEE	3.00	Director	$0	$0	$0
CHARLOTTE HEUER WATTS	TRUSTEE	3.00	Director	$0	$0	$0
VIRGINIA R SMITH	TRUSTEE	3.00	Director	$0	$0	$0
MICHAEL P MORELAND	TRUSTEE	3.00	Director	$0	$0	$0
MATTHEW C MOEN	TRUSTEE	3.00	Director	$0	$0	$0
PATRICK SPERO	TRUSTEE	3.00	Director	$0	$0	$0
RANDALL MILLER	TRUSTEE	3.00	Director	$0	$0	$0
RICHARD E VALIGA	TRUSTEE	3.00	Director	$0	$0	$0
ROBERT HICKS	TRUSTEE	3.00	Director	$0	$0	$0
TIMOTHY HUGHES	TRUSTEE	3.00	Director	$0	$0	$0
JOSEPH T COLEMAN	TRUSTEE	3.00	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
2019	$1,481,115	$1,232,476	$8,212,074	$248,639
2018	$2,835,703	$1,105,407	$8,129,956	$1,730,296

ABRAHAM LINCOLN FOUNDATION OF THE UNION LEAGUE OF PHILADELPHIA