Civic Intelligence

The Lincoln Forum

EIN 31-1693147 • 501(c)3 • Williamsburg, VA

Profile

To promote the study and discussion of abraham lincoln

1769 Jamestown RoadWilliamsburg, VA 23185

www.thelincolnforum.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

62nd percentile

8.8%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

52nd percentile

-0.4%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

60th percentile

7.1%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$248,209

Up $20,936 (+9.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$248,209

Up $20,936 (+9.2%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin62nd percentile

Revenue

Up

$237,084

Up $55,602 (+31%) from 2023

Expenses

Up

$216,148

Up $13,183 (+6.5%) from 2023

Net Income

Up

$20,936

Up $42,419 (+197%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2015: $213,252Net Assets 2015: $213,2522015Assets 2016: $184,373Net Assets 2016: $184,3732016Assets 2017: $194,085Net Assets 2017: $194,0852017Assets 2018: $173,048Net Assets 2018: $173,0482018Assets 2021: $251,305Liabilities 2021: $0Net Assets 2021: $251,3052021Assets 2022: $248,756Liabilities 2022: $0Net Assets 2022: $248,7562022Assets 2023: $227,273Liabilities 2023: $0Net Assets 2023: $227,2732023Assets 2024: $248,209Liabilities 2024: $0Net Assets 2024: $248,2092024

Highlighted filing

2024

Assets$248,209
Liabilities$0
Net Assets$248,209
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $123,832Expenses 2015: $138,496Net Income 2015: -$14,6642015Revenue 2016: $136,619Expenses 2016: $165,498Net Income 2016: -$28,8792016Revenue 2017: $168,717Expenses 2017: $159,005Net Income 2017: $9,7122017Revenue 2018: $145,562Expenses 2018: $166,599Net Income 2018: -$21,0372018Revenue 2021: $193,095Expenses 2021: $157,874Net Income 2021: $35,2212021Revenue 2022: $192,708Expenses 2022: $195,257Net Income 2022: -$2,5492022Revenue 2023: $181,482Expenses 2023: $202,965Net Income 2023: -$21,4832023Revenue 2024: $237,084Expenses 2024: $216,148Net Income 2024: $20,9362024

Highlighted filing

2024

Revenue$237,084
Expenses$216,148
Net Income$20,936
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$248,209
Liabilities
$0
Net assets
$248,209
Revenue
$237,084
Expenses
$216,148
Net income
$20,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$2.37$2.16$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$1.81$2.03$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$1.93$1.95$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$1.93$1.58$0.35
2018Detailed filing. Detailed filing data is available for this year.$1.73$1.73$1.46$1.67$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.94$1.94$1.69$1.59$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.84$1.84$1.37$1.65$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.13$2.13$1.24$1.38$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$237,084
Mission and Program Overview

Mission

To promote study and discussion of abraham lincoln

Provide educational programs about Abraham Lincoln. Sponsor annual Lincoln Forum Symposium in Gettysburg, PA. and other programs. Provide scholarships for students and teachers to attend the Symposium.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$107,273$248,209▲ $140,936
Savings and Temporary Cash Investments$120,000--
Total Assets$227,273$248,209▲ $20,936
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$227,273$248,209▲ $20,936
Total Net Assets Fund Balance$227,273$248,209▲ $20,936
Total Liabilities and Net Assets / Fund Balance$227,273$248,209▲ $20,936
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Harold HolzerChairman
Jonathan WhiteVice Chairman
Paul S WardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$233,986
Investment Income
$3,098
Other Revenue
$0
Change in Net Assets
$20,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$200,148
Salaries, Compensation, and Employee Benefits$15,000
Grants and Similar Amounts Paid$1,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$132,724--$132,724
Current Officers, Directors, Trustees, and Key Employees$15,000--$15,000
Insurance$1,150--$1,150
Grants to Domestic Orgs$1,000--$1,000
Other Expenses$500--$500
Total Functional Expenses$216,148$0$0$216,148
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“There are three directors as required by Illinois law.”

Form 990, Part VI, Section C, line 19

“Governing documents and financial statements are available as required upon request.”

Filing and Contact Details

Filer

Filer Name
The Lincoln Forum
EIN
31-1693147
Phone
7573783537
Address
1769 JAMESTOWN ROAD, WILLIAMSBURG, VA 23185

Signing Officer

Name
Paul S Ward CPA
Title
Treasurer
Phone
7573783537
Signed
2025-11-12

Organization Details

Principal Officer
Paul S Ward CPA
Formed
1998
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Paul S Ward Pc
Address
1769 JAMESTOWN ROAD STE 103, WILLIAMSBURG, IN 23185
Phone
7573783537
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“WYNDHAM HOTEL: Program service expenses 132724. Management and general expenses 0. Fundraising expenses 0. Total expenses 132724.”

Raw XML Appendix272 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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