Civic Intelligence

Lincoln Financial Foundation Inc

EIN 35-6042099 • Radnor, PA

View Organization Page

150 N Radnor-Chester Rd Suite B1Radnor, PA 19087-6600
Siviq Scores

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

Liabilities / Assets

73rd percentile

0.36x

Higher debt load relative to assets than 73% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.20x

Higher debt load relative to revenue than 55% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

71st percentile

22%

Higher net margin than 71% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

30th percentile

-0.7%

Faster asset growth than 30% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$6,187,717

Up $2,110,844 (+52%) from 2023

Liabilities

Down

$2,200,634

Down $234,750 (-9.6%) from 2023

Net Assets

Up

$3,987,083

Up $2,345,594 (+143%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin71st percentile

Revenue

Up

$10,856,675

Up $4,246,720 (+64%) from 2023

Expenses

Down

$8,511,082

Down $408,250 (-4.6%) from 2023

Net Income

Up

$2,345,593

Up $4,654,970 (+202%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $5,022,608Liabilities 2020: $1,327,319Net Assets 2020: $3,695,2892020Assets 2021: $4,895,429Liabilities 2021: $1,188,872Net Assets 2021: $3,706,5582021Assets 2022: $6,273,042Liabilities 2022: $2,322,176Net Assets 2022: $3,950,8662022Assets 2023: $4,076,873Liabilities 2023: $2,435,384Net Assets 2023: $1,641,4892023Assets 2024: $6,187,717Liabilities 2024: $2,200,634Net Assets 2024: $3,987,0832024

Highlighted filing

2024

Assets$6,187,717
Liabilities$2,200,634
Net Assets$3,987,083
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2020: $8,380,362Expenses 2020: $10,471,667Net Income 2020: -$2,091,3052020Revenue 2021: $8,366,668Expenses 2021: $8,355,399Net Income 2021: $11,2692021Revenue 2022: $8,380,887Expenses 2022: $8,136,578Net Income 2022: $244,3092022Revenue 2023: $6,609,955Expenses 2023: $8,919,332Net Income 2023: -$2,309,3772023Revenue 2024: $10,856,675Expenses 2024: $8,511,082Net Income 2024: $2,345,5932024

Highlighted filing

2024

Revenue$10,856,675
Expenses$8,511,082
Net Income$2,345,593
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,187,717
Liabilities
$2,200,634
Net assets
$3,987,083
Revenue
$10,856,675
Expenses
$8,511,082
Net income
$2,345,593
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.19$2.20$3.99$10.9$8.51$2.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$2.44$1.64$6.61$8.92$2.31
2022Detailed filing. Detailed filing data is available for this year.$6.27$2.32$3.95$8.38$8.14$0.24
2021Detailed filing. Detailed filing data is available for this year.$4.90$1.19$3.71$8.37$8.36$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$1.33$3.70$8.38$10.5$2.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig T BeazerDirector-$0--
Allison Green JohnsonDirector / CEO, President-$0--
Sean N WoodroffeDirector, Chairman-$0--
Kenneth S SolonDirector-$0--
Jayson R BronchettiDirector-$0--
Christopher M NeczyporDirector-$0--
Sharon M JeffersSecretary-$0--
Meghan WrightExecutive Director-$0--
Hitesh R DayalAssistant Treasurer-$0--
Michael R PrzyborskiAssistant Treasurer-$0--
Christopher M ReedAssistant Treasurer-$0--
Sarah J RiceAssistant Treasurer-$0--
Nancy A SmithAssistant Secretary-$0--
Adam M CohenTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Lincoln Financial Foundation Inc
EIN
35-6042099
In Care Of
% ASHLEY WESTROPP
Phone
4844481400
Address
150 N Radnor-Chester Rd Suite B1, Radnor, PA 19087-6600

Signing Officer

Name
Adam Cohen
Title
Treasurer
Phone
4848835839
Signed
2025-05-15
Raw XML AppendixShowing 400 of 17,728 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.

Path#Value
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0145190
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010711485
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0145190
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0145190
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02345593
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0145190
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0261960
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08321589
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02345593
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01641489
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03987083
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0216547
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0216547
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0216547
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0218565
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02018
IRS990PF/DistributableAmountGrp/TotalTaxAmt02018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0282
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02300
IRS990PF/FMVAssetsEOYAmt05926047
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt01902059
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01741794
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0871417
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02857328
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02857328
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03205456
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03330107
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03068437
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0533325
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0458840
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0533325
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0458840
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01108164
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt03528243
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0282
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0282
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04076873
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06187717
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05926047
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02435384
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02200634
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04076873
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06187717
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01641489
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03987083
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04437859
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01443527
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02994332
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt066568
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0218565
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04371291
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04437859
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Craig T Beazer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Allison Green Johnson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sean N Woodroffe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Kenneth S Solon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jayson R Bronchetti
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Christopher M Neczypor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Sharon M Jeffers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Meghan Wright
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Hitesh R Dayal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Michael R Przyborski
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Christopher M Reed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Sarah J Rice
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12Nancy A Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13Adam M Cohen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director / CEO, President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director, Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Executive Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Assistant Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Assistant Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10Assistant Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11Assistant Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12Assistant Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13Treasurer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt10150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13150 N Radnor-Chester Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Radnor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Radnor
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT REQUESTS TO BE SUBMITTED ONLINE. INFORMATION REQUIRED INCLUDES ORGANIZATION NAME, PURPOSE OF GRANT REQUEST & AMOUNT REQUESTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Adam Cohen
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04848835839
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0150 N Radnor-Chester Road
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Human Services - March; United Way - August; Arts - October; Financial Wellness - July; Education -
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10210000

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