COMMERCE LEXINGTON FOUNDATION INC (EIN 933310705) - 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

2023

Legal Domicile

Principal Officer

ROBERT QUICK

Phone

8592261605

Tax Period

2024-01-01 to 2024-12-31

COMMERCE LEXINGTON FOUNDATION INC, founded in 2023, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2024. The organization ran a surplus of $1.1M, a strong 100% operating margin.

Mission

THE MISSION OF THE COMMERCE LEXINGTON FOUNDATION IS TO BE A CATALYST FOR POSITIVE IMPACT ON TALENT, QUALITY OF LIFE AND ECONOMIC WELL-BEING FOR THE CITIZENS OF THE GREATER LEXINGTON REGION, BY ENABLING COMMERCE LEXINGTON TO EXPAND ITS RESOURCES AND REACH.

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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 $1,064,205

Program Service Revenue $0

Investment Income $333

Other Revenue $0

TOTAL REVENUE $1,064,538

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $358

TOTAL EXPENSES $358

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,064,538	N/A	N/A
Expenses	$358	N/A	N/A
Net Income	$1,064,180	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

$284,382

Total Directors

$284,382

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASSIDY ROSENTHAL	BOARD CHAIR	1.00	Director	$0	$0	$0
STEVE BYARS	CHAIR ELECT	1.00	Director	$0	$0	$0
ROBERT L QUICK	PRESIDENT	1.00	Officer Director	$0	$31,613	$284,382
DEBBIE SMITH	TREASURER	1.00	Director	$0	$0	$0
CARLA BLANTON	SECRETARY	1.00	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	$1,064,538	$358	$1,064,180	$1,064,180

COMMERCE LEXINGTON FOUNDATION INC