SRC OF LEXINGTON INC HEALTH AND WELFARE TRUST

EIN: 856130701 Mutual Benefit

LEXINGTON, KY

Total Revenue
$2,042,894
Total Expenses
$2,050,715
Total Assets
$65,430
Net Assets
$65,430
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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
2020
Principal Officer
GREG HAMPTON
Tax Period
2023-01-01 to 2023-12-31

SRC OF LEXINGTON INC HEALTH AND WELFARE TRUST, founded in 2020, is a community nonprofit in the Mutual Benefit sector that reported $2.0M in total revenue in fiscal year 2023.

Mission

THE PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE PLAN.

Program Service Accomplishments

Program 1

THE PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,042,894
Investment Income $0
Other Revenue $0
TOTAL REVENUE $2,042,894

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $142,151
TOTAL EXPENSES $2,050,715

Year-over-Year Comparison

2023 2022 Change
Revenue $2,042,894 $2,018,623 +0.0%
Expenses $2,050,715 $1,934,748 +0.1%
Net Income $-7,821 $83,875 -1.1%
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

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Governance

Voting Members
N/A
Independent Members
N/A
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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GREG HAMPTON PLAN ADMINIS 2.00
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 $2,042,894 $2,050,715 $65,430 $-7,821
2022 $2,018,623 $1,934,748 $73,251 $83,875
2021 $1,455,268 $1,512,256 $-10,624 $-56,988
2020 $1,695,933 $1,649,569 $46,364 $46,364
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