ABRAHAM LINCOLN ASSOCIATION (EIN 376028111) - 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

1908

Legal Domicile

Principal Officer

Kay Smith

Phone

2175462656

Tax Period

2023-01-01 to 2023-12-31

ABRAHAM LINCOLN ASSOCIATION, founded in 1908, is a small nonprofit in the Arts, Culture & Humanities sector that reported $133K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $128K left a modest 4% surplus.

Mission

To observe each anniversary of the birth of Abraham Lincoln; to preserve and make more readily accessible the landmarks associated with his life; and to actively encourage, promote and aid the collection and dissemination of authentic information regarding all phases of his life and career.

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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 $760

Program Service Revenue $80,118

Investment Income $39,307

Other Revenue $12,944

TOTAL REVENUE $133,129

Expense Breakdown

Grants Paid $18,530

Salaries & Benefits $31,397

Fundraising Expenses $0

Program Expenses $108,124

Other Expenses $78,238

TOTAL EXPENSES $128,165

Year-over-Year Comparison

	2023	2022	Change
Revenue	$133,129	$117,620	+0.1%
Expenses	$128,165	$116,907	+0.1%
Net Income	$4,964	$713	+6.0%

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

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

$29,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Shepherd	President	5.00	Officer Director	$0	$0	$0
Joshua Claybourn	First Vice President	5.00	Officer Director	$0	$0	$0
James Cornelius	Secretary	5.00	Officer Director	$0	$0	$0
Donald R Graham	Treasurer	5.00	Officer Director	$0	$0	$0
Michael Burlingame	Immediate Past President	5.00	Director	$0	$0	$0
Kenneth L Anderson	Director	1.00	Director	$0	$0	$0
William E Bartelt	Director	1.00	Director	$0	$0	$0
Roger Billings	Director	1.00	Director	$0	$0	$0
Michael Bishop	Director	1.00	Director	$0	$0	$0
Julie Cellini	Director	1.00	Director	$0	$0	$0
Joseph Fornieri	Director	1.00	Director	$0	$0	$0
Jacob Friefeld	Director	1.00	Director	$0	$0	$0
Guy Fraker	Director	1.00	Director	$0	$0	$0
Joseph Garrera	Director	1.00	Director	$0	$0	$0
Allen C Guelzo	Director	1.00	Director	$0	$0	$0
Kathryn Harris	Director	1.00	Director	$0	$0	$0
David Joens	Director	1.00	Director	$0	$0	$0
Ron Keller	Director	1.00	Director	$0	$0	$0
Michelle A Krowl	Director	1.00	Director	$0	$0	$0
David Leroy	Director	1.00	Director	$0	$0	$0
John Lupton	Director	1.00	Director	$0	$0	$0
Sue S Massie	Director	1.00	Director	$0	$0	$0
Dan Monroe	Director	1.00	Director	$0	$0	$0
James W Patton III	Director	1.00	Director	$0	$0	$0
Tiffany A Player	Director	1.00	Director	$0	$0	$0
Mark Pohlad	Director	1.00	Director	$0	$0	$0
Roger D Rudich	Director	1.00	Director	$0	$0	$0
Scott T Schroeder	Director	1.00	Director	$0	$0	$0
Ronald D Spears	Director	1.00	Director	$0	$0	$0
Ruth E Squillace	Director	1.00	Director	$0	$0	$0
Brian Steenbergen	Director	1.00	Director	$0	$0	$0
Thomas Horrocks	Director	1.00	Director	$0	$0	$0
James Swanson	Director	1.00	Director	$0	$0	$0
Louise Taper	Director	1.00	Director	$0	$0	$0
Daniel R Weinberg	Director	1.00	Director	$0	$0	$0
Jonathan White	Director	1.00	Director	$0	$0	$0
Andrew Lang	Director	1.00	Director	$0	$0	$0
Bob Willard	Director/ALA Historian	1.00	Director	$0	$0	$0
Andy VanMeter	Director	1.00	Director	$0	$0	$0
Sarah Watson	Director	1.00	Director	$0	$0	$0
Kay Smith	Executive Manager	20.00	Officer	$29,125	$0	$29,125

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
2024	No data	No data	No data	No data
2023	$133,129	$128,165	$1,063,074	$4,964
2022	$117,620	$116,907	$999,936	$713
2021	$301,866	$88,384	$1,090,739	$213,482
2020	$134,525	$119,302	$841,690	$15,223
2019	$114,144	$149,210	$735,587	$-35,066
2018	$124,770	$143,950	$674,657	$-19,180

ABRAHAM LINCOLN ASSOCIATION