THE LINCOLN CLUB OF ORANGE COUNTY

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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

2011

Legal Domicile

Principal Officer

TERESA HERNANDEZ

Phone

9492722965

Tax Period

2023-01-01 to 2023-12-31

THE LINCOLN CLUB OF ORANGE COUNTY, founded in 2011, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Expenses of $1.9M left a modest 11% surplus.

Mission

THE SPECIFIC PURPOSE OF THIS ORGANIZATION IS TO PROMOTE THE COMMON BUSINESS INTERESTS OF COMMERCIAL ENTERPRISES IN THE COMMUNITY BY IMPROVING THE ECONOMIC AND BUSINESS CLIMATE IN ORANGE COUNTY, CALIFORNIA.

Program Service Accomplishments

Program 1

THE ORGANIZATION'S ACTIVITIES INCLUDE FORUMS, MEETINGS, AND SPEAKERS ON TOPICS THAT IMPACT BUSINESSES IN ORANGE COUNTY. MEMBERS SHARE A DESIRE TO EXPAND LIBERTY, LOWER TAXES, AND HAVE A SMALLER...

THE ORGANIZATION'S ACTIVITIES INCLUDE FORUMS, MEETINGS, AND SPEAKERS ON TOPICS THAT IMPACT BUSINESSES IN ORANGE COUNTY. MEMBERS SHARE A DESIRE TO EXPAND LIBERTY, LOWER TAXES, AND HAVE A SMALLER TRANSPARENT GOVERNMENT AT THE LOCAL, STATE, AND NATIONAL LEVEL. MEMBERS CAN ALSO PARTICIPATE IN VARIOUS COMMITTEES THAT FOCUS ON RESEARCHING LEGISLATION OR PUBLIC POLICIES THAT AFFECT BOTH BUSINESSES AND TAXPAYERS.

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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 $1,689,201

Program Service Revenue $444,384

Investment Income $0

Other Revenue $-24,340

TOTAL REVENUE $2,109,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $477,699

Fundraising Expenses $0

Other Expenses $1,390,580

TOTAL EXPENSES $1,868,279

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,109,245	$2,040,627	+0.0%
Expenses	$1,868,279	$2,071,407	-0.1%
Net Income	$240,966	$-30,780	-8.8%

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

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
SETH MORRISON	EXECUTIVE DIRECTOR	34.00	Highest	$133,327	$0	$174,577
JOHN WARNER	DIRECTOR/CHAIRMAN	1.00	Officer Director	$0	$0	$0
TERESA HERNANDEZ	DIRECTOR/PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROLYN BEN	DIRECTOR/VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BRANDON DAY	DIRECTOR/VP MEMBERSHIP	1.00	Officer Director	$0	$0	$0
TIM TUNNEY	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
JULIE LUCKEY	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE BOROWSKI	DIRECTOR/PROGRAMS CHAIR	1.00	Officer Director	$0	$0	$0
DMITRIY CHEBOTAREV	DIRECTOR/ESC CHAIR	1.00	Officer Director	$0	$0	$0
WAYNE LINDHOLM	DIRECTOR/COALITIONS DEV.	1.00	Officer Director	$0	$0	$0
MANUEL RAMIREZ	DIRECTOR/LOCAL ELECTIONS C	1.00	Officer Director	$0	$0	$0
MICHAEL REYNOLDS	DIRECTOR/LEGIS. COMMITTEE	1.00	Officer Director	$0	$0	$0
ANN ROMMEL	DIRECTOR/COMMUICATIONS CHA	1.00	Officer Director	$0	$0	$0
MARK BUCHER	DIRECTOR	1.00	Director	$0	$0	$0
MARY DIRK	DIRECTOR	1.00	Director	$0	$0	$0
CRISTEN DURHAM	DIRECTOR	1.00	Director	$0	$0	$0
DARREN GALLAWAY	DIRECTOR	1.00	Director	$0	$0	$0
PETER GANAHL	DIRECTOR	1.00	Director	$0	$0	$0
JAVAD MOHKBERY	DIRECTOR	1.00	Director	$0	$0	$0
BENNY MOR	DIRECTOR	1.00	Director	$0	$0	$0
LISA OHLUND	DIRECTOR	1.00	Director	$0	$0	$0
HON CURT PRINGLE	DIRECTOR	1.00	Director	$0	$0	$0
HENRY PRITCHET	DIRECTOR	1.00	Director	$0	$0	$0
LEI WANG	DIRECTOR	1.00	Director	$0	$0	$0
DARRELL WHITE	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$2,109,245	$1,868,279	$346,819	$240,966
2022	$2,040,627	$2,071,407	$105,668	$-30,780
2021	$1,594,368	$1,583,414	$136,448	$10,954
2020	$1,407,348	$1,378,027	$125,494	$29,321
2019	$953,732	$901,024	$96,173	$52,708
2018	$709,788	$705,780	$43,465	$4,008