ROTARY CLUB OF LEXINGTON KENTUCKY INC (EIN 616029632) - 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

1996

Legal Domicile

Principal Officer

MARGARET TRAFTON

Phone

8593898100

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF LEXINGTON KENTUCKY INC, founded in 1996, is a small nonprofit that reported $254K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $231K left a modest 9% surplus.

Mission

ROTARY CIVIC CLUB

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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 $107,311

Program Service Revenue $137,438

Investment Income $0

Other Revenue $8,829

TOTAL REVENUE $253,578

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,303

Fundraising Expenses $0

Program Expenses $176,550

Other Expenses $134,969

TOTAL EXPENSES $231,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$253,578	$219,535	+0.2%
Expenses	$231,272	$228,054	+0.0%
Net Income	$22,306	$-8,519	-3.6%

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

Volunteers

100

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

$79,309

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRET ANDERSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
KIM JOHNSON	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
LAUREL MARTIN	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
ALISHA CHAFFIN	SECRETARY	1.00	Officer Director	$0	$0	$0
ERIC BROOKS	SERGEANT AT ARMS	1.00	Officer Director	$0	$0	$0
CHRIS ANDERSON	TREASURER	1.00	Officer Director	$0	$0	$0
CHRIS ALDRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN WHARTON	DIRECTOR	1.00	Director	$0	$0	$0
SUSIE BASHAM	DIRECTOR	1.00	Director	$0	$0	$0
EDWIN GIBSON	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN LYONS	DIRECTOR	1.00	Director	$0	$0	$0
BRIGITTE BLOM	DIRECTOR	1.00	Director	$0	$0	$0
DYLAN HARPER	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS PECK	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET L TRAFTON	EXECUTIVE DIRECTOR	40.00	Officer	$79,309	$0	$79,309

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	$253,578	$231,272	$27,404	$22,306
2024	$219,535	$228,054	$12,149	$-8,519
2023	$218,944	$245,298	$12,929	$-26,354
2022	$203,878	$226,720	$39,439	$-22,842
2021	$185,654	$163,330	$56,928	$22,324
2020	$197,380	$176,018	$96,194	$21,362
2019	$209,178	$198,618	$34,887	$10,560
2018	$209,178	$198,618	$24,327	$10,560

ROTARY CLUB OF LEXINGTON KENTUCKY INC