Civic Intelligence

Lexington Rotary Club Endowment Inc

EIN 31-0942139 • 501(c)3 • Lexington, KY

Profile

The rotary endowment raises and invests funds to support the lexington kentucky rotary club's mission.

401 West Main Street 305Lexington, KY 40507

www.rotarylexky.org

Siviq Scores

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

Liabilities / Assets

55th percentile

0.09x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

83rd percentile

0.57x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

2nd percentile

-154%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

13th percentile

-14%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

-5.4%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$1,164,130

Down $183,809 (-14%) from 2024

Liabilities

Up

$109,174

Up $21,303 (+24%) from 2024

Net Assets

Down

$1,054,956

Down $205,112 (-16%) from 2024

Operations
Liabilities / Revenue83rd percentileNet Margin2nd percentile

Revenue

Down

$192,479

Down $11,001 (-5.4%) from 2024

Expenses

Up

$488,805

Up $345,834 (+242%) from 2024

Net Income

Down

-$296,326

Down $356,835 (-590%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $768,311Liabilities 2013: $0Net Assets 2013: $768,3112013Assets 2014: $879,368Liabilities 2014: $6,275Net Assets 2014: $873,0932014Assets 2015: $1,015,901Liabilities 2015: $74,956Net Assets 2015: $940,9452015Assets 2016: $920,486Liabilities 2016: $14,883Net Assets 2016: $905,6032016Assets 2017: $913,918Liabilities 2017: $60,764Net Assets 2017: $853,1542017Assets 2018: $955,591Liabilities 2018: $98,988Net Assets 2018: $856,6032018Assets 2019: $959,040Liabilities 2019: $98,988Net Assets 2019: $860,0522019Assets 2020: $1,040,948Liabilities 2020: $117,123Net Assets 2020: $923,8252020Assets 2021: $1,187,133Liabilities 2021: $5,031Net Assets 2021: $1,182,1022021Assets 2022: $1,068,923Liabilities 2022: $7,529Net Assets 2022: $1,061,3942022Assets 2023: $1,117,466Liabilities 2023: $29,234Net Assets 2023: $1,088,2322023Assets 2024: $1,347,939Liabilities 2024: $87,871Net Assets 2024: $1,260,0682024Assets 2025: $1,164,130Liabilities 2025: $109,174Net Assets 2025: $1,054,9562025

Highlighted filing

2025

Assets$1,164,130
Liabilities$109,174
Net Assets$1,054,956
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2013: $168,4132013Revenue 2014: $213,461Expenses 2014: $176,043Net Income 2014: $37,4182014Revenue 2015: $259,570Expenses 2015: $213,028Net Income 2015: $46,5422015Revenue 2016: $198,666Expenses 2016: $152,544Net Income 2016: $46,1222016Revenue 2017: $150,867Expenses 2017: $239,183Net Income 2017: -$88,3162017Revenue 2018: $149,064Expenses 2018: $177,330Net Income 2018: -$28,2662018Revenue 2019: $149,064Expenses 2019: $177,330Net Income 2019: -$28,2662019Revenue 2020: $80,562Expenses 2020: $118,814Net Income 2020: -$38,2522020Revenue 2021: $264,751Expenses 2021: $155,676Net Income 2021: $109,0752021Revenue 2022: $242,627Expenses 2022: $131,067Net Income 2022: $111,5602022Revenue 2023: $129,645Expenses 2023: $177,975Net Income 2023: -$48,3302023Revenue 2024: $203,480Expenses 2024: $142,971Net Income 2024: $60,5092024Revenue 2025: $192,479Expenses 2025: $488,805Net Income 2025: -$296,3262025

Highlighted filing

2025

Revenue$192,479
Expenses$488,805
Net Income-$296,326
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,164,130
Liabilities
$109,174
Net assets
$1,054,956
Revenue
$192,479
Expenses
$488,805
Net income
-$296,326
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.16$0.11$1.05$0.19$0.49$0.30
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.09$1.26$0.20$0.14$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.03$1.09$0.13$0.18$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.06$0.24$0.13$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$0.26$0.16$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.12$0.92$0.08$0.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.10$0.86$0.15$0.18$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.10$0.86$0.15$0.18$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.91$0.06$0.85$0.15$0.24$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$0.20$0.15$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.07$0.94$0.26$0.21$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.01$0.87$0.21$0.18$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 26, 2026
Return Version
2024v5.5
Gross Receipts
$583,154
Mission and Program Overview

Mission

The rotary endowment raises and invests funds to support the lexington kentucky rotary club's mission.

To raise and invest funds to support the lexington rotary club's mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,185,722$1,035,036▼ $150,686
Cash and Non-Interest-Bearing Accounts$149,862$105,148▼ $44,714
Accounts Receivable$11,332$23,946▲ $12,614
Total Assets$1,347,939$1,164,130▼ $183,809
Other Assets Total$1,023$0▼ $1,023
Liabilities
Deferred Revenue$84,385$76,585▼ $7,800
Accounts Payable and Accrued Expenses$3,300$25,216▲ $21,916
Other Liabilities$186$7,373▲ $7,187
Total Liabilities$87,871$109,174▲ $21,303
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$719,534$910,623▲ $191,089
Net Assets With Donor Restrictions$540,534$144,333▼ $396,201
Total Net Assets Fund Balance$1,260,068$1,054,956▼ $205,112
Total Liabilities and Net Assets / Fund Balance$1,347,939$1,164,130▼ $183,809

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,035,036--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,185,722$50,000▲ $124,917$315,698$1,035,036
2023$1,065,224$51,570▲ $138,606$58,450$1,185,722
2022$1,034,139$83,896▲ $41,316$83,489$1,065,224
2021$1,181,815$61,482▼ $161,460$35,654$1,034,139
2020$963,326$10,075▲ $289,343$69,861$1,181,815
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Paul ChewningPresident
Jamie SchraderVice President
Bret AndersonDirector
Buzz CarmichaelDirector
Carrie PattersonDirector
Dean HammondDirector
John DarnellDirector
Kent HisleDirector
Merl HackbartDirector
Michael MorrillDirector
Mike BakerDirector
Roger BairdDirector
Thom HathawayDirector
Tom LesterDirector
Chris AndersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,438
Program Service Revenue
$0
Investment Income
$28,897
Other Revenue
$95,144
All Other Contributions
$60,638
Change in Net Assets
$-296,326

Audited Revenue Reconciliation

Revenue per Audited Statements
$182,574
Revenue Not Reported on Financial Statements
$9,905
Revenue Not Reported on Form 990
$191,195
Total Revenue per Audited Statements
$373,769
Total Revenue per Form 990
$192,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$393,808
Grants and Similar Amounts Paid$56,052
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,550--$40,550
Benefits to Members$38,945--$38,945
Grants to Domestic Individuals$15,502--$15,502
Fees for Service Investment Mgmnt Fees-$9,905-$9,905
Fees for Services Other-$4,400-$4,400
Office Expenses-$2,197-$2,197
Other Expenses$295,331$2,008-$2,008
Total Functional Expenses$390,328$98,477$0$488,805

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$574,073
Total Expenses per Form 990$488,805
Expenses per Audited Statements$478,900
Expenses Not Reported on Form 990$95,173
Expenses Not Reported on Financial Statements$9,905
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various Organizations None Over 5000 Individually--To Support Operations$40,550
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$190,319
Fundraising Direct Expenses$95,175
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dancing With the Lexington Stars$190,319$190,319$95,175$95,144
Total Events$190,319$190,319$95,175$95,144
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Accrued Liabilities$7,373
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The treasurer and the executive director review the form 990 before submission.”

Form 990, Part VI, Section C, Line 18

“Documents are available upon request.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Lexington Rotary Club Endowment Inc
EIN
31-0942139
Phone
8593898100
Address
401 WEST MAIN STREET 305, LEXINGTON, KY 40507

Signing Officer

Name
Margaret Trafton
Title
Executive Director
Phone
8593898100
Signed
2026-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Trafton
Formed
1996
Legal Domicile
Ky
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
75

Preparer

Firm
Besten & Dieruf Pllc
Address
190 MARKET STREET, LEXINGTON, KY 40507
Preparer
Andrew H Dieruf CPA
Phone
8592544427
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process is unchanged from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“There are no uncertain tax positions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses 95,175.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses 95,173.”

Raw XML AppendixShowing 400 of 552 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03300
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025216
IRS990/AccountsReceivableGrp/BOYAmt011332
IRS990/AccountsReceivableGrp/EOYAmt023946
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO RAISE AND INVEST FUNDS TO SUPPORT THE LEXINGTON ROTARY CLUB'S MISSION.
IRS990/AllOtherContributionsAmt060638
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt038945
IRS990/BenefitsToMembersGrp/TotalAmt038945
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARGARET TRAFTON
IRS990/BooksInCareOfDetail/PhoneNum08593898100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 WEST MAIN STREET 305
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040507
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0149862
IRS990/CashNonInterestBearingGrp/EOYAmt0105148
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt038945
IRS990/CYContributionsGrantsAmt068438
IRS990/CYGrantsAndSimilarPaidAmt056052
IRS990/CYInvestmentIncomeAmt028897
IRS990/CYOtherExpensesAmt0393808
IRS990/CYOtherRevenueAmt095144
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-296326
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0488805
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0192479
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt084385
IRS990/DeferredRevenueGrp/EOYAmt076585
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS FOR COLLEGE STUDENTS INCLUDING THOSE ABOUT TO GRADUATE HIGH SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0540534
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0144333
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt015502
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04400
IRS990/FeesForServicesOtherGrp/TotalAmt04400
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09905
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09905
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL CHEWNING
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMIE SCHRADER
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRIS ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN DARNELL
IRS990/Form990PartVIISectionAGrp/PersonNm5TOM LESTER
IRS990/Form990PartVIISectionAGrp/PersonNm6MERL HACKBART
IRS990/Form990PartVIISectionAGrp/PersonNm7DEAN HAMMOND
IRS990/Form990PartVIISectionAGrp/PersonNm8THOM HATHAWAY
IRS990/Form990PartVIISectionAGrp/PersonNm9KENT HISLE
IRS990/Form990PartVIISectionAGrp/PersonNm10ROGER BAIRD
IRS990/Form990PartVIISectionAGrp/PersonNm11BUZZ CARMICHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL MORRILL
IRS990/Form990PartVIISectionAGrp/PersonNm13CARRIE PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm14BRET ANDERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt095175
IRS990/FundraisingGrossIncomeAmt0190319
IRS990/GainOrLossGrp/SecuritiesAmt07629
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt07800
IRS990/GrantAmt015502
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt015502
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt015502
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt040550
IRS990/GrantsToDomesticOrgsGrp/TotalAmt040550
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0303129
IRS990/GrossReceiptsAmt0583154
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt021268
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021268
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01185722
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01035036
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0295500
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ROTARY ENDOWMENT RAISES AND INVESTS FUNDS TO SUPPORT THE LEXINGTON KENTUCKY ROTARY CLUB'S MISSION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01260068
IRS990/NetAssetsOrFundBalancesEOYAmt01054956
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07629
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07629
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt095144
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt095144
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt091214
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0719534
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0910623
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02197
IRS990/OfficeExpensesGrp/TotalAmt02197
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01023
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRIBUTIONS TO OTHER
IRS990/OtherExpensesGrp/Desc1ADMINISTRATION FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt079967
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12008
IRS990/OtherExpensesGrp/ProgramServicesAmt0295331
IRS990/OtherExpensesGrp/TotalAmt0295331
IRS990/OtherExpensesGrp/TotalAmt179967
IRS990/OtherExpensesGrp/TotalAmt22008
IRS990/OtherLiabilitiesGrp/BOYAmt0186
IRS990/OtherLiabilitiesGrp/EOYAmt07373
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARGARET TRAFTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ROTARY YOUTH LEADERSHIP PROGRAM TO TEACH SKILLS TO DISADVANTAGED CHILDREN PREPARING TO ENTER HIGH SCHOOL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt038945
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY NEEDS PROJECTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0335881
IRS990/ProgSrvcAccomActy3Grp/GrantAmt040550
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt034790
IRS990/PYContributionsGrantsAmt0153191
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt026576
IRS990/PYInvestmentIncomeAmt027279
IRS990/PYOtherExpensesAmt081605
IRS990/PYOtherRevenueAmt023010
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt060509
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0142971
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0203480
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-296326
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt068438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0252529
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0225651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0276314
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0182316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01005248
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021268
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt023657
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt031646
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06443
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03382
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt086396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0190319
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0190319
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021268
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt023657
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt031646
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt06443
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03382
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt086396
IRS990ScheduleA/InvestmentIncomeCYPct00.06740
IRS990ScheduleA/InvestmentIncomePYPct00.07010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93260
IRS990ScheduleA/PublicSupportPY509Pct00.92990
IRS990ScheduleA/PublicSupportTotal509Amt01195567
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0258757
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0252529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0225651
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0276314
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0182316
IRS990ScheduleA/Total509Grp/TotalAmt01195567
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0280025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0276186
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0257297
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0282757
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0185698
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01281963
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09905
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01185722
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01035036
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0124917
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0315698
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011228
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01065224
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt051570
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01185722
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0138606
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt058450
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010638
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01034139
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt083896
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01065224
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041316
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt083489
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012044
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01181815
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt061482
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01034139
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-161460
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt035654
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011068
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0963326
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010075
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01181815
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0289343
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt069861
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt095173
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt09905
IRS990ScheduleD/ExpensesSubtotalAmt0478900
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt09905
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09905
IRS990ScheduleD/NetUnrealizedGainsInvstAmt096020
IRS990ScheduleD/OtherExpensesIncludedAmt095173
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07373
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER ACCRUED LIABILITIES
IRS990ScheduleD/OtherRevenueAmt095175
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01035036
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BROKERAGE ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0191195
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt09905
IRS990ScheduleD/RevenueSubtotalAmt0182574
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO UNCERTAIN TAX POSITIONS.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.