THE LEXINGTON INSTITUTE (EIN 541880642) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

MERRICK CAREY

Phone

7035225828

Tax Period

2025-01-01 to 2025-12-31

THE LEXINGTON INSTITUTE, founded in 1998, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2018. Revenue decreased 6% compared to the prior year. Expenses of $1.8M left a modest 4% surplus.

Mission

THE INSTITUTE SUPPORTS AND PROVIDES RESEARCH REGARDING ISSUES OF PUBLIC POLICY HAVING EFFECTS ON THE RIGHTS, FREEDOM, SECURITY, AND QUALITY OF LIFE OF AMERICAN CITIZENS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,940,125

Program Service Revenue $0

Investment Income $147,364

Other Revenue $180

TOTAL REVENUE $2,087,669

Expense Breakdown

Grants Paid $0

Salaries & Benefits $782,560

Fundraising Expenses $135,207

Program Expenses $675,926

Other Expenses $643,849

TOTAL EXPENSES $1,426,409

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,087,669	$1,355,233	+0.5%
Expenses	$1,426,409	$1,361,834	+0.0%
Net Income	$661,260	$-6,601	-101.2%

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

Volunteers

N/A

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

$651,435

Total Directors

$449,768

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MERRICK CAREY	CEO	45.00	Officer Director	$449,768	$0	$449,768
JAMES COURTER	CHAIRMAN	1.00	Director	$0	$0	$0
RUSSELL REDENBAUGH	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA GRANT	VICE PRESIDENT	45.00	Officer	$201,667	$0	$201,667

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	$2,087,669	$1,426,409	$4,330,662	$661,260
2024	$1,355,233	$1,361,834	$3,676,360	$-6,601
2023	$1,789,254	$1,673,089	$3,760,080	$116,165
2022	$2,006,919	$1,672,384	$3,545,280	$334,535
2021	$1,857,953	$1,728,375	$3,227,094	$129,578
2020	$1,548,264	$1,652,678	$3,014,758	$-104,414
2019	$1,877,435	$1,784,846	$3,196,634	$92,589
2018	$1,920,182	$1,842,890	$3,038,675	$77,292

THE LEXINGTON INSTITUTE