ROTARY CLUB OF LEXINGTON FOUNDATION

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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

2019

Legal Domicile

Principal Officer

CHRIS BARNHILL

Phone

8439332829

Tax Period

2022-07-01 to 2023-06-30

ROTARY CLUB OF LEXINGTON FOUNDATION, founded in 2019, is a micro nonprofit in the Environment sector that reported $65K in total revenue in fiscal year 2022. Expenses of $85K exceeded revenue, resulting in a 31% operating deficit.

Mission

TO RAISE FUNDS AND GIVE TO WORTHY CAUSES AND STUDENT SCHOLARSHIPS

Program Service Accomplishments

Program 1

Expenses: $71,645 Revenue: $64,967

TO COLLECT DONATIONS AND ORGANIZE EVENTS TO RAISE MONEY TO GIVE TO WORTHY CAUSES AND PROVIDE STUDENT SCHOLARSHIPS

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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 (2022)

Revenue Breakdown

Contributions & Grants $12,689

Program Service Revenue $52,278

Investment Income $0

Other Revenue $0

TOTAL REVENUE $64,967

Expense Breakdown

Grants Paid $46,857

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,645

Other Expenses $38,322

TOTAL EXPENSES $85,179

Year-over-Year Comparison

	2022	2021	Change
Revenue	$64,967	N/A	N/A
Expenses	$85,179	N/A	N/A
Net Income	$-20,212	N/A	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS BARNHILL	CHAIR	1.00	Officer	$0	$0	$0
ALIA BOSTAJI	VICE PRESIDE	1.00	Officer	$0	$0	$0
CRAIG CALDWELL	TREASURER	1.00	Officer	$0	$0	$0
GREG DAVID	SECRETARY	1.00	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
2023	$64,967	$85,179	$57,772	$-20,212