LINCOLN FOUNDATION (EIN 610449631) - 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

1910

Legal Domicile

Principal Officer

MARSHALL BRADLEY JR

Phone

5025854733

Tax Period

2024-01-01 to 2024-12-31

LINCOLN FOUNDATION, founded in 1910, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Net assets of $12.6M represent 75 months of operating reserves.

Mission

TO PROVIDE EDUCATIONAL ENRICHMENT PROGRAMS THAT DEVELOP AND SUPPORT YOUTH IN OVERCOMING SOCIAL AND ECONOMIC BARRIERS TO ACHIEVEMENT.

🔒

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 $811,000

Program Service Revenue $540,713

Investment Income $589,228

Other Revenue $61,541

TOTAL REVENUE $2,002,482

Expense Breakdown

Grants Paid $186,998

Salaries & Benefits $1,182,452

Fundraising Expenses $201,154

Program Expenses $1,422,697

Other Expenses $581,870

TOTAL EXPENSES $1,951,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,002,482	$1,482,343	+0.4%
Expenses	$1,951,320	$1,890,857	+0.0%
Net Income	$51,162	$-408,514	-1.1%

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

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

$246,622

Total Directors

$246,622

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARSHALL BRADLEY JR	PRESIDENT	40.00	Officer Director	$214,891	$31,731	$246,622
CHRIS BALMER	CHAIR	0.50	Officer Director	$0	$0	$0
GWENDOLYN M YOUNG	VICE CHAIR	0.50	Officer Director	$0	$0	$0
CHRISTINE KOENIG	TREASURER	0.50	Officer Director	$0	$0	$0
STEPHANIE HAWKINS SMITH	SECRETARY	0.50	Officer Director	$0	$0	$0
ALICIA AWKARD	TRUSTEE	0.50	Director	$0	$0	$0
GARY BROWN	TRUSTEE - EMERITUS	0.50	Director	$0	$0	$0
GENELLE FARLEY COCHRAN	TRUSTEE	0.50	Director	$0	$0	$0
LOUIS DEFREEZE III	TRUSTEE	0.50	Director	$0	$0	$0
HERMAN DUBOSE JR	TRUSTEE	0.50	Director	$0	$0	$0
SHARNIKA GLENN	TRUSTEE	0.50	Director	$0	$0	$0
DANIELLE GRAHAM	TRUSTEE	0.50	Director	$0	$0	$0
DR GEORGIA HAMPTON	TRUSTEE	0.50	Director	$0	$0	$0
BRENDA HART	TRUSTEE	0.50	Director	$0	$0	$0
SARA HOLLAND	TRUSTEE	0.50	Director	$0	$0	$0
JOHN A JOHNSON	TRUSTEE - EMERITUS	0.50	Director	$0	$0	$0
VIVIAN WARREN OVERALL	TRUSTEE	0.50	Director	$0	$0	$0
DR SHAWN L PRICE	TRUSTEE	0.50	Director	$0	$0	$0
DR SAMUEL ROBINSON	TRUSTEE - EMERITUS	0.10	Director	$0	$0	$0
JOE STENNIS	TRUSTEE	0.50	Director	$0	$0	$0
VENITA BENBOE	DIRECTOR OF EDUCATION	29.00	Highest	$106,008	$0	$106,008
PAULA CAMPBELL	DIRECTOR OF DEVELOPMENT	40.00	Highest	$100,932	$10,413	$111,345

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	$2,002,482	$1,951,320	$13,257,400	$51,162
2023	$1,482,343	$1,890,857	$12,628,186	$-408,514
2022	$1,599,362	$1,644,780	$12,050,462	$-45,418
2021	$1,848,566	$1,572,320	$13,936,058	$276,246
2020	$1,755,208	$1,604,850	$13,282,627	$150,358
2019	$1,330,271	$1,761,382	$12,510,386	$-431,111
2018	$1,543,601	$1,692,867	$12,027,185	$-149,266

LINCOLN FOUNDATION