Lincoln High School PTSA 6-15-485

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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

2019

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Lincoln High School PTSA 6-15-485, founded in 2019, is a small nonprofit in the Education sector that reported $580K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $562K left a modest 3% surplus.

Mission

The Lincoln High School PTSA strives to be a powerful voice, relevant resource and strong advocate for students, families and teachers

Program Service Accomplishments

Program 1

Expenses: $439,863

Support learning through academic enrichment, academic and extra curricular activities

Program 2

Expenses: $103,367

PAL Music Program

Program 3

DEI and Academic Support

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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 $135,638

Program Service Revenue $444,831

Investment Income $22

Other Revenue $0

TOTAL REVENUE $580,491

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $543,230

Other Expenses $561,746

TOTAL EXPENSES $561,746

Year-over-Year Comparison

	2023	2022	Change
Revenue	$580,491	$740,269	-0.2%
Expenses	$561,746	$628,328	-0.1%
Net Income	$18,745	$111,941	-0.8%

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

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
Brooke Barns	Co Class of 2024 Rep	5.00	Director	$0	$0	$0
Cherene Ottosen	Co Class of 2025 Rep	1.00	Director	$0	$0	$0
Meredith Grigg	Advocacy Chair	2.00	Director	$0	$0	$0
Tarah Helliwell	DEI Chair	5.00	Director	$0	$0	$0
Kathy Bacon	Athletics Chair and Athletics	10.00	Director	$0	$0	$0
Jenny Whitmer	Co Teacher Appreciation Chair	5.00	Director	$0	$0	$0
Erin Thakkar	Co Teacher Appreciation Chair	5.00	Director	$0	$0	$0
Emilee Murphy	Class of 2026 Rep	1.00	Director	$0	$0	$0
Emily Crone	Co Class of 2025 Rep	1.00	Director	$0	$0	$0
Karen Semyan	Co Class of 2025 Rep	1.00	Director	$0	$0	$0
Allison Broadgate	Co Fundraising Chair	5.00	Director	$0	$0	$0
Anita Shteynberg	Membership Chair	1.00	Director	$0	$0	$0
Phil Duff	PAL Chair	5.00	Director	$0	$0	$0
Laura Tufts	Co Fundraising Chair	5.00	Director	$0	$0	$0
Ann Buratto	Vice President	10.00	Officer Director	$0	$0	$0
Camilla Layman	Co President	15.00	Officer Director	$0	$0	$0
Margaret Steck	Co President	15.00	Officer Director	$0	$0	$0
Crystal DeLoach	Co Secretary Co 2024 Rep	2.00	Officer Director	$0	$0	$0
Amy Boelter	Co Secretary	2.00	Officer Director	$0	$0	$0
Jonathan T Williams	Treasurer	15.00	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	$580,491	$561,746	$426,541	$18,745
2023	$740,285	$628,328	$407,698	$111,957
2022	$440,618	$363,465	$295,741	$77,153
2021	$212,742	$106,763	$218,588	$105,979