THE LINCOLN SOCIETY INC (EIN 273014354) - 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

2010

Legal Domicile

Principal Officer

RICHARD SPERRY

Phone

6103063489

Tax Period

2023-07-01 to 2024-06-30

THE LINCOLN SOCIETY INC, founded in 2010, is a micro nonprofit in the Education sector that reported $4K in total revenue in fiscal year 2023. Expenses of $21K exceeded revenue, resulting in a 447% operating deficit.

Mission

THE LINCOLN SOCIETY SEEKS TO FOSTER AMONG ITS MEMBERS A DEEPER AND MORE GENUINE FRIENDSHIP FOR ONE ANOTHER; A BROADER VIEW OF THE WORLD OUTSIDE OF YALE; A STRONGER APPRECIATION FOR UNDERGRADUATE LIFE; AND TO GIVE ITS MEMBERS, AFTER GRADUATION, AN EVERLASTING BOND TO YALE AND TO EACH OTHER.

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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 (2023)

Revenue Breakdown

Contributions & Grants $12,112

Program Service Revenue $0

Investment Income $8,927

Other Revenue $-17,236

TOTAL REVENUE $3,803

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,743

Other Expenses $20,796

TOTAL EXPENSES $20,796

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,803	$-8,027	-1.5%
Expenses	$20,796	$17,947	+0.2%
Net Income	$-16,993	$-25,974	-0.3%

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

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
ANDREW CANTU	PRESIDENT	2.00	Officer Director	$0	$0	$0
KAYLYN WILLIAMS	SECRETARY	2.00	Officer Director	$0	$0	$0
WENDY CAI	ALUMNI RELATIONS	2.00	Director	$0	$0	$0
ROBERT T OLMSTEAD	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
RICHARD S SPERRY	HOUSE MANAGER, DEVELOPMENT DIRECTOR	2.00	Director	$0	$0	$0
JUSTIN U CHUMKUMBA	TREASURER	2.00	Officer 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	No data	No data	No data	No data
2024	$3,803	$20,796	$986,644	$-16,993
2023	$-8,027	$17,947	$1,002,337	$-25,974
2022	$199,432	$16,412	$1,027,661	$183,020
2021	$8,979	$18,077	$917,170	$-9,098

THE LINCOLN SOCIETY INC