LEXINGTON PARK ROTARY FOUNDATION INC (EIN 521231824) - 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

1981

Legal Domicile

Phone

3018639920

Tax Period

2023-01-01 to 2023-12-31

LEXINGTON PARK ROTARY FOUNDATION INC, founded in 1981, is a small nonprofit that reported $143K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $129K left a modest 10% surplus.

Mission

To further the ideals of the Rotary Club by providing grant funds to charity and college scholarship recipients

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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 (2023)

Revenue Breakdown

Contributions & Grants $34,165

Program Service Revenue $0

Investment Income $5,563

Other Revenue $103,369

TOTAL REVENUE $143,097

Expense Breakdown

Grants Paid $117,980

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $124,276

Other Expenses $10,960

TOTAL EXPENSES $128,940

Year-over-Year Comparison

	2023	2022	Change
Revenue	$143,097	$122,898	+0.2%
Expenses	$128,940	$87,568	+0.5%
Net Income	$14,157	$35,330	-0.6%

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
TRICIA POWELL	PRESIDENT	2.00	Director	$0	$0	$0
MICHAEL GUY	TREASURER	6.00	Director	$0	$0	$0
ROBERT GOLDSMITH	SECRETARY	0.50	Director	$0	$0	$0
PAUL FLETCHER	VICE PRESIDENT	0.50	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
2024	No data	No data	No data	No data
2023	$143,097	$128,940	$360,770	$14,157
2022	$122,898	$87,568	$328,302	$35,330
2021	$112,318	$56,500	$306,590	$55,818
2020	$103,218	$195,107	$248,557	$-91,889
2019	$119,393	$160,977	$336,177	$-41,584
2018	$127,842	$83,572	$374,212	$44,270

LEXINGTON PARK ROTARY FOUNDATION INC