LINCOLN SCHOOL FOUNDATION

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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

1969

Legal Domicile

Principal Officer

LUCAS SHAD

Phone

5127962851

Tax Period

2024-01-01 to 2024-12-31

LINCOLN SCHOOL FOUNDATION, founded in 1969, is a small nonprofit in the Arts, Culture & Humanities sector that reported $138K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $23K, a strong 16% operating margin.

Mission

SEE PAGE ONE

Program Service Accomplishments

Program 1

Expenses: $95,340 Revenue: $132,610

SEE MISSION STATEMENT

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,202

Program Service Revenue $132,610

Investment Income $0

Other Revenue $0

TOTAL REVENUE $137,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,368

Fundraising Expenses $0

Program Expenses $95,340

Other Expenses $109,901

TOTAL EXPENSES $115,269

Year-over-Year Comparison

	2024	2023	Change
Revenue	$137,812	$107,999	+0.3%
Expenses	$115,269	$115,018	+0.0%
Net Income	$22,543	$-7,019	-4.2%

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

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
KATHERINE DALY	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHAEL DECHELLIS	TREASURER	2.00	Officer Director	$0	$0	$0
MOLLY FLYNN-BERMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
MAX HJORTSBERG	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DEBORAH KIMBALL	BOARD MEMBER	2.00	Director	$0	$0	$0
CARLY SCHOEN	SECRETARY	2.00	Officer Director	$0	$0	$0
LUCAS SHAD	CHAIR	2.00	Officer Director	$0	$0	$0
WYETH WINDHAM	BOARD MEMBER	2.00	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	$137,812	$115,269	$333,462	$22,543
2023	$107,999	$115,018	$311,633	$-7,019
2022	$108,695	$116,142	$318,638	$-7,447
2021	$102,885	$72,876	$325,964	$30,009
2020	$105,100	$92,938	$295,958	$12,162