Civic Intelligence

Rotary Club of Lexington Sc

EIN 23-7005551 • 501(c)4 • Lexington, SC

Profile

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: 1st. The development of acquainance as an opportunity of service; 2nd. High ethical standards in business and professions; the recoginition of the worthiness of all useful occupations; and the dignifying of each rotarian's occupation as an opportunity to serve society; 3rd. The application of the the ideal of service in each rotarian's personal, business and community life; 4th. The advancement of international understanding, goodwill, and peace through the world fellowship of business and professional persons united in the ideal of service.

PO Box 106Lexington, SC 29071

www.lexingtonrotaryclub.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.06x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

81st percentile

0.12x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

50th percentile

1.3%

Higher net margin than 50% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

68th percentile

7.1%

Faster asset growth than 68% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-9.5%

Faster revenue growth than 39% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$175,194

Up $25,200 (+17%) from 2022

Liabilities

Down

$10,400

Down $14,100 (-58%) from 2022

Net Assets

Up

$164,794

Up $39,300 (+31%) from 2022

Revenue

Up

$87,163

Up $9,849 (+13%) from 2022

Expenses

Up

$86,018

Up $34,650 (+67%) from 2022

Net Income

Down

$1,145

Down $24,801 (-96%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $93,457Liabilities 2012: $28,000Net Assets 2012: $65,4572012Assets 2013: $100,750Liabilities 2013: $28,855Net Assets 2013: $71,8952013Assets 2014: $98,035Liabilities 2014: $33,868Net Assets 2014: $64,1672014Assets 2016: $85,261Liabilities 2016: $41,000Net Assets 2016: $44,2612016Assets 2017: $93,152Liabilities 2017: $48,506Net Assets 2017: $44,6462017Assets 2018: $85,719Liabilities 2018: $53,000Net Assets 2018: $32,7192018Assets 2020: $98,330Liabilities 2020: $34,000Net Assets 2020: $64,3302020Assets 2021: $130,048Liabilities 2021: $30,500Net Assets 2021: $99,5482021Assets 2022: $149,994Liabilities 2022: $24,500Net Assets 2022: $125,4942022Assets 2025: $175,194Liabilities 2025: $10,400Net Assets 2025: $164,7942025

Highlighted filing

2025

Assets$175,194
Liabilities$10,400
Net Assets$164,794

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $97,251Expenses 2012: $106,216Net Income 2012: -$8,9652012Revenue 2013: $93,825Expenses 2013: $87,387Net Income 2013: $6,4382013Revenue 2014: $86,290Expenses 2014: $94,018Net Income 2014: -$7,7282014Revenue 2016: $88,522Expenses 2016: $96,813Net Income 2016: -$8,2912016Revenue 2017: $90,118Expenses 2017: $89,732Net Income 2017: $3862017Revenue 2018: $104,019Expenses 2018: $115,948Net Income 2018: -$11,9292018Revenue 2020: $81,034Expenses 2020: $81,100Net Income 2020: -$662020Revenue 2021: $81,347Expenses 2021: $46,129Net Income 2021: $35,2182021Revenue 2022: $77,314Expenses 2022: $51,368Net Income 2022: $25,9462022Revenue 2025: $87,163Expenses 2025: $86,018Net Income 2025: $1,1452025

Highlighted filing

2025

Revenue$87,163
Expenses$86,018
Net Income$1,145

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 22, 2025
Return Version
2024v5.0
Gross Receipts
$98,008
Mission and Program Overview

Mission

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: 1st. The development of acquainance as an opportunity of service; 2nd. High ethical standards in business and professions; the recoginition of the worthiness of all useful occupations; and the dignifying of each rotarian's occupation as an opportunity to serve society; 3rd. The application of the the ideal of service in each rotarian's personal, business and community life; 4th. The advancement of international understanding, goodwill, and peace through the world fellowship of business and professional persons united in the ideal of service.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY AND ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.-$65,404
ROTARY CLUB OF LEXINGTON CONTRIBUTES TO A VARIETY OF NEEDY CAUSES IN THE COMMUNITY EACH YEAR, TO INCLUDE: BOY SCOUTS OF AMERICA, THE CHRIS MYERS HOME, NATIONAL ASSN. ON MENTAL ILLNESS AND THE AMERICAN LEGION LADIES AUX 7. ALSO TO ROTARY PROGRAMS SUCH AS ROTARY FOUNDATION AND ROTARY YOUTH EXCHANGE AND OTHER ROTARY CLUBS.$14,899$14,899
PAUL HARRIS FOUNDATION IS A CHARITABLE FOUNDATION OF ROTARY INTERNATIONAL THAT PROMOTES WORLDWIDE CAUSES IN THE NAME OF THE FOUNDER OF ROTARY INTERNATIONAL.$3,525$3,525
CART FUND IS A ROTARY INTERNATIONAL PROGRAM TO RAISE MONEY FOR ALZHEIMER'S RESEARCH.$1,275$1,275
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALIA BOSTAJIPresident-$0--
TOM SCHLICTMANPresident-El-$0--
SEAN LARKINSecretary-$0--
BAXTER DONALDSONTreasurer-$0--
JOHN BOZARDSergeant-At--$0--
RYAN TAYLORDirector-$0--
MADISON BARNHILLDirector-$0--
TREVIS HALLDirector-$0--
BRANDON MILESDirector-$0--
TED HOOVERDirector-$0--
MICHAEL KELLEYDirector-$0--
GREG DAVIDDirector-$0--
GREG LABYAKDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$33,024$33,024$10,845$22,179
Total Events$33,024$33,024$10,845$22,179
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lexington Sc
EIN
23-7005551
Phone
8039966262
Address
PO BOX 106, LEXINGTON, SC 29071

Signing Officer

Name
Baxter Donaldson
Title
Treasurer
Phone
8039510547
Signed
2025-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Burkett Burkett & Burkett Cpas Pa
Address
PO BOX 2044, WEST COLUMBIA, SC 29171
Preparer
Allison H Ford CPA
Phone
8037943712
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item B

Taxpayer originally reported management expenses as program service expenses. Amended return corrects the expenses classification. As reported as amended change form 990-ex, pg. 2, ln 31a 66,319 65,404 (915)

Form 990-ez, Part I, Line 10

Name: other organizations cash contribution: 14,698

Form 990-ez, Part I, Line 16

Expenses advertising 64 club meetings 29,792 rotary conference 1,569 dues & subscriptions 13,196 socials 7,176 queen of hearts 3,703 supplies 5,374 insurance 266 promotional 484 professional fees 850 accounting software 915 total 63,389

Form 990-ez, Part II, Line 24

Accounts receivable 19,372 18,984 total 19,372 18,984

Form 990-ez, Part II, Line 26

Foundation payable 0 10,400

Form 990-ez, Part III

The object of rotary is to encourage and foster the ideal of service as a basis of worthy enterprise and, in particular, to encourage and foster: 1st. The development of acquainance as an opportunity of service; 2nd. High ethical standards in business and professions; the recoginition of the worthiness of all useful occupations; and the dignifying of each rotarian's occupation as an opportunity to serve society; 3rd. The application of the the ideal of service in each rotarian's personal, business and community life; 4th. The advancement of international understanding, goodwill, and peace through the world fellowship of business and professional persons united in the ideal of service.

Form 990-ez, Part III, Line 30

Rotary club of lexington contributes to a variety of needy causes in the community each year, to include: boy scouts of america, the chris myers home, national assn. On mental illness and the american legion ladies aux 7. Also to rotary programs such as rotary foundation and rotary youth exchange and other rotary clubs.

Form 990-ez, Part III, Line 31

To provide service to others, promote integrity and advance world understanding, goodwill and peace through our fellowship of business, professional and community leaders.

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ROTARY CLUB OF LEXINGTON CONTRIBUTES TO A VARIETY OF NEEDY CAUSES IN THE COMMUNITY EACH YEAR, TO INCLUDE: BOY SCOUTS OF AMERICA, THE CHRIS MYERS HOME, NATIONAL ASSN. ON MENTAL ILLNESS AND THE AMERICAN LEGION LADIES AUX 7. ALSO TO ROTARY PROGRAMS SUCH AS ROTARY FOUNDATION AND ROTARY YOUTH EXCHANGE AND OTHER ROTARY CLUBS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TAXPAYER ORIGINALLY REPORTED MANAGEMENT EXPENSES AS PROGRAM SERVICE EXPENSES. AMENDED RETURN CORRECTS THE EXPENSES CLASSIFICATION. AS REPORTED AS AMENDED CHANGE FORM 990-EX, PG. 2, LN 31A 66,319 65,404 (915)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NAME: OTHER ORGANIZATIONS CASH CONTRIBUTION: 14,698
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES ADVERTISING 64 CLUB MEETINGS 29,792 ROTARY CONFERENCE 1,569 DUES & SUBSCRIPTIONS 13,196 SOCIALS 7,176 QUEEN OF HEARTS 3,703 SUPPLIES 5,374 INSURANCE 266 PROMOTIONAL 484 PROFESSIONAL FEES 850 ACCOUNTING SOFTWARE 915 TOTAL 63,389
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOUNDATION PAYABLE 0 10,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE OBJECT OF ROTARY IS TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE AND, IN PARTICULAR, TO ENCOURAGE AND FOSTER: 1ST. THE DEVELOPMENT OF ACQUAINANCE AS AN OPPORTUNITY OF SERVICE; 2ND. HIGH ETHICAL STANDARDS IN BUSINESS AND PROFESSIONS; THE RECOGINITION OF THE WORTHINESS OF ALL USEFUL OCCUPATIONS; AND THE DIGNIFYING OF EACH ROTARIAN'S OCCUPATION AS AN OPPORTUNITY TO SERVE SOCIETY; 3RD. THE APPLICATION OF THE THE IDEAL OF SERVICE IN EACH ROTARIAN'S PERSONAL, BUSINESS AND COMMUNITY LIFE; 4TH. THE ADVANCEMENT OF INTERNATIONAL UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE WORLD FELLOWSHIP OF BUSINESS AND PROFESSIONAL PERSONS UNITED IN THE IDEAL OF SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ROTARY CLUB OF LEXINGTON CONTRIBUTES TO A VARIETY OF NEEDY CAUSES IN THE COMMUNITY EACH YEAR, TO INCLUDE: BOY SCOUTS OF AMERICA, THE CHRIS MYERS HOME, NATIONAL ASSN. ON MENTAL ILLNESS AND THE AMERICAN LEGION LADIES AUX 7. ALSO TO ROTARY PROGRAMS SUCH AS ROTARY FOUNDATION AND ROTARY YOUTH EXCHANGE AND OTHER ROTARY CLUBS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TO PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY AND ADVANCE WORLD UNDERSTANDING, GOODWILL AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 31
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ReturnHeader/ReturnTs02025-12-23T15:23:46-05:00
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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits