The Lincoln Collection Endowment (EIN 270530027) - 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

2009

Legal Domicile

Principal Officer

Rise Taylor

Phone

2606256985

Tax Period

2025-01-01 to 2025-12-31

The Lincoln Collection Endowment, founded in 2009, is a small nonprofit in the Arts, Culture & Humanities sector that reported $679K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $298K, a strong 44% operating margin.

Mission

The organization is a perpetual trust organized to provide financial support for the Abraham Lincoln Collection consisting of both two and three dimensional items.

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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 (2025)

Revenue Breakdown

Contributions & Grants $800

Program Service Revenue $0

Investment Income $678,008

Other Revenue $0

TOTAL REVENUE $678,808

Expense Breakdown

Grants Paid $316,694

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $316,694

Other Expenses $64,375

TOTAL EXPENSES $381,069

Year-over-Year Comparison

	2025	2024	Change
Revenue	$678,808	$730,570	-0.1%
Expenses	$381,069	$339,393	+0.1%
Net Income	$297,739	$391,177	-0.2%

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

N/A

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
Jacob Benedict	Trustee	000.15	Director	$0	$0	$0
Patrick Chasey	Trustee	000.15	Director	$0	$0	$0
Sherry Hardy	Secretary/Trustee	000.50	Officer Director	$0	$0	$0
Ris Taylor	Chairperson/Trustee	001.00	Officer Director	$0	$0	$0
Todd Stephenson	Trustee	000.15	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
2025	$678,808	$381,069	$11,917,776	$297,739
2024	$730,570	$339,393	$10,862,990	$391,177
2023	$1,065,963	$313,258	$10,084,982	$752,705
2022	$439,298	$502,864	$9,491,394	$-63,566
2021	$951,537	$1,721,461	$11,149,084	$-769,924
2020	$357,430	$533,692	$10,612,269	$-176,262

The Lincoln Collection Endowment