LINCOLN MIDDLE SCHOOL PTA (EIN 956206521) - Form 990 Financial Analysis & Trantor Score

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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

Legal Domicile

Principal Officer

JOHN JERICIAU

Phone

3103939227

Tax Period

2024-07-01 to 2025-06-30

LINCOLN MIDDLE SCHOOL PTA is a small nonprofit that reported $217K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $93K, a strong 43% operating margin.

Mission

THE ORGANIZATION PROMOTES AND SPONSORS ACTIVITIES THAT HAVE A DIRECT OR INDIRECT EDUCATIONAL PURPOSE IN ADDITION TO FOSTERING INTERACTION AMONG THE SCHOOL ADMINISTRATION, TEACHERS, STUDENTS AND PARENTS.

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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 $77,541

Program Service Revenue $0

Investment Income $1,861

Other Revenue $137,909

TOTAL REVENUE $217,311

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,708

Other Expenses $123,834

TOTAL EXPENSES $123,834

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,311	$175,718	+0.2%
Expenses	$123,834	$221,822	-0.4%
Net Income	$93,477	$-46,104	-3.0%

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

N/A

Employees

N/A

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
ELISABETH BEKEN	Secretary	8.00	Officer	$0	$0	$0
JINYEN CAREW	Vice President	8.00	Officer	$0	$0	$0
JOHN JERICIAU	Treasurer	8.00	Officer	$0	$0	$0
HALIMA MOHAMMED	President	8.00	Officer	$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	$217,311	$123,834	$207,744	$93,477
2024	$175,718	$221,822	$114,267	$-46,104
2023	$97,848	$125,103	$160,371	$-27,255
2020	$110,608	$150,755	$157,039	$-40,147
2019	$190,886	$257,150	$197,186	$-66,264

LINCOLN MIDDLE SCHOOL PTA