Lincoln Charter School Inc (EIN 562052862) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

Cara Dowling

Phone

7044836611

Tax Period

2024-07-01 to 2025-06-30

Lincoln Charter School Inc, founded in 1997, is a mid-sized nonprofit in the Education sector that reported $30.4M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.3M, a strong 18% operating margin.

Mission

Operate a public charter school

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $23,938,858

Program Service Revenue $581,328

Investment Income $0

Other Revenue $5,844,765

TOTAL REVENUE $30,364,951

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,623,976

Fundraising Expenses $0

Program Expenses $18,778,365

Other Expenses $7,421,515

TOTAL EXPENSES $25,045,491

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,364,951	$24,014,780	+0.3%
Expenses	$25,045,491	$24,736,056	+0.0%
Net Income	$5,319,460	$-721,276	-8.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

477

Volunteers

311

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

$383,739

Key Employees

$623,852

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alli Moody	Secretary	5.00	Officer Director	$0	$0	$0
Jake Robinson	Member	1.00	Director	$0	$0	$0
Jonathan Austin	Member	1.00	Director	$0	$0	$0
Cara Dowling	President	5.00	Officer Director	$0	$0	$0
Chalee Yang	Member	1.00	Director	$0	$0	$0
Tammy Buckshi	Member	1.00	Director	$0	$0	$0
Thomas Brooks	Vice President	5.00	Officer Director	$0	$0	$0
Chris Wrenn	Treasurer	5.00	Officer Director	$0	$0	$0
Jonathan Bryant	Executive Director	40.00	Key Emp Highest	$168,600	$0	$168,600
Christy Berry	CFO	40.00	Key Emp	$71,513	$0	$71,513
Robert Steve Lockey	Member	1.00	Director	$0	$0	$0
Jessica Kelly	School Director	40.00	Director Key Emp	$104,851	$0	$104,851
Christy Hutchinson	School Director	40.00	Director Key Emp	$115,498	$0	$115,498
Stephanie Regdos	Human Resources	40.00	Director Key Emp	$62,200	$0	$62,200
Melissa Nance	Director	40.00	Director Key Emp	$101,190	$0	$101,190

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	$30,364,951	$25,045,491	$15,858,639	$5,319,460
2024	$24,014,780	$24,736,056	$11,031,512	$-721,276
2023	$23,325,659	$22,225,555	$11,123,248	$1,100,104
2022	$20,367,143	$20,173,219	$10,018,483	$193,924
2021	$18,722,799	$17,164,560	$10,014,512	$1,558,239
2020	$17,767,007	$17,540,873	$8,108,423	$226,134
2019	$16,798,292	$15,499,497	$7,901,366	$1,298,795
2018	$15,497,711	$14,328,779	$6,598,017	$1,168,932

Lincoln Charter School Inc