LIFT UP LEXINGTON INC (EIN 874005565) - 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

2021

Legal Domicile

Principal Officer

Katie Keys

Phone

8594756980

Tax Period

2024-02-01 to 2025-01-31

LIFT UP LEXINGTON INC, founded in 2021, is a small nonprofit in the Human Services sector that reported $123K in total revenue in fiscal year 2024. Expenses of $185K exceeded revenue, resulting in a 50% operating deficit.

Mission

Operation Secret Santa delivers Christmas magic by meeting families exactly where they are; right at their doorstep. Our mission is to remove all barriers to access by providing gifts food and essential support directly to households across Central Kentucky. Through community-powered generosity and hands-on service we ensure every family feels seen supported and celebrated.

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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 $121,306

Program Service Revenue $0

Investment Income $0

Other Revenue $1,814

TOTAL REVENUE $123,120

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $184,175

Other Expenses $185,073

TOTAL EXPENSES $185,073

Year-over-Year Comparison

	2024	2023	Change
Revenue	$123,120	N/A	N/A
Expenses	$185,073	N/A	N/A
Net Income	$-61,953	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

1280

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
KATIE KEYS	EXECUTIVE DIRECTOR	20.00	Director	$0	$0	$0
JENNIFER COAKLEY	TREASURER	15.00	Officer	$0	$0	$0
RAMONA HENDERSON FRYE	SECRETARY	5.00	Officer	$0	$0	$0
ELIZABETH CHATTERTON	BOARD MEMBER	10.00	Officer	$0	$0	$0
SARALYN KINGSOLVER	BOARD MEMBER	5.00	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
2025	$123,120	$185,073	$9,300	$-61,953

LIFT UP LEXINGTON INC