ROTARY CLUB OF LEXINGTON INC (EIN 046111812) - 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

Formation Year

2009

Legal Domicile

Principal Officer

DANIEL P BUSA JR

Phone

5086606512

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF LEXINGTON INC, founded in 2009, is a micro nonprofit that reported $61K in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring. Net assets of $251K represent 49 months of operating reserves.

Mission

THE MAIN OBJECTIVE OF THE ROTARY CLUB IS SERVICE IN THE COMMUNITY,THE WORKPLACE & THE WORLD.

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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 $28,036

Program Service Revenue $0

Investment Income $18,518

Other Revenue $14,936

TOTAL REVENUE $61,490

Expense Breakdown

Grants Paid $31,644

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,583

Other Expenses $30,073

TOTAL EXPENSES $61,717

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,490	$82,074	-0.3%
Expenses	$61,717	$51,768	+0.2%
Net Income	$-227	$30,306	-1.0%

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

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
YANIRA BURGOS	PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL P BUSA JR	TREASURER	2.00	Officer Director	$0	$0	$0
FRANK SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
ALLAN AZOFF	DIRECTOR	1.00	Director	$0	$0	$0
GABRIEL ADDAE	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE GALBIATI	DIRECTOR	1.00	Director	$0	$0	$0
MEAGHAN MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
GARDY DESROULEAUX	DIRECTOR	1.00	Director	$0	$0	$0
LORI MORESCO	DIRECTOR	1.00	Director	$0	$0	$0
JIM FREEHLING	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
2025	$61,490	$61,717	$251,341	$-227
2024	$82,074	$51,768	$248,069	$30,306
2023	$80,471	$74,931	$203,118	$5,540
2021	$38,485	$44,260	$220,583	$-5,775
2020	$73,629	$79,656	$175,469	$-6,027
2019	$89,093	$90,003	$184,840	$-910

ROTARY CLUB OF LEXINGTON INC