NEW LEXINGTON HIGH SCHOOL ALUMNI ASSOCIATION (EIN 311445684) - 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

1988

Legal Domicile

Principal Officer

Theresa Gilligan

Phone

7403424802

Tax Period

2024-07-01 to 2025-06-30

NEW LEXINGTON HIGH SCHOOL ALUMNI ASSOCIATION, founded in 1988, is a small nonprofit in the Education sector that reported $125K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $71K, a strong 56% operating margin.

Mission

Providing post high school scholarships to deserving graduates of New Lexington High School.

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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 $4,576

Program Service Revenue $0

Investment Income $120,906

Other Revenue $0

TOTAL REVENUE $125,482

Expense Breakdown

Grants Paid $40,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $54,957

Other Expenses $14,707

TOTAL EXPENSES $54,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$125,482	$143,572	-0.1%
Expenses	$54,957	$61,463	-0.1%
Net Income	$70,525	$82,109	-0.1%

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

N/A

Independent Members

N/A

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
Lorie Tokie	Scholarship Trustee	0.25	Director	$0	$0	$0
B Jane VanHorn	Scholarship Trustee	0.25	Director	$0	$0	$0
Martha Brame	Scholarship Trustee	0.25	Director	$0	$0	$0
Theresa Gilligan	President	0.25	Officer	$0	$0	$0
Rhonda Stalter	Vice President	0.25	Officer	$0	$0	$0
William H Nixon	Treasurer	10	Officer	$0	$0	$0
Jeannie M Allen	Co-Treasurer	2.50	Officer	$0	$0	$0
Letitia Van Horn	Recording Secretary	1.50	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	$125,482	$54,957	$1,637,930	$70,525
2024	$143,572	$61,463	$1,498,101	$82,109
2023	$78,848	$62,156	$1,415,992	$16,692
2022	$61,755	$20,704	$1,384,947	$41,051
2021	$67,445	$27,238	$869,849	$40,207
2020	$61,299	$30,888	$831,600	$30,411
2019	$102,666	$29,836	$803,059	$72,830
2019	$102,666	$29,836	$803,059	$72,830
2018	$60,032	$19,511	$730,592	$40,521

NEW LEXINGTON HIGH SCHOOL ALUMNI ASSOCIATION