Civic Intelligence

Rotary Club of Lexington Foundation

EIN 84-3539149 • 501(c)3 • Lexington, SC

Profile

To raise funds and give to worthy causes and student scholarships

PO Box 106Lexington, SC 29071

n/A

Siviq Scores

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

Liabilities / Assets

95th percentile

1.75x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

96th percentile

1.54x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

38th percentile

-3.4%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

42nd percentile

-8.1%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

1.3%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$58,467

Down $5,175 (-8.1%) from 2024

Liabilities

Down

$102,491

Down $2,915 (-2.8%) from 2024

Net Assets

Down

-$44,024

Down $2,260 (-5.4%) from 2024

Operations
Liabilities / Revenue96th percentileNet Margin38th percentile

Revenue

Up

$66,603

Up $835 (+1.3%) from 2024

Expenses

Down

$68,864

Down $4,394 (-6.0%) from 2024

Net Income

Up

-$2,261

Up $5,229 (+70%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$150K$100K$50K$0-$50KAssets 2020: $29,069Liabilities 2020: $48,300Net Assets 2020: -$19,2312020Assets 2021: $22,344Liabilities 2021: $46,100Net Assets 2021: -$23,7562021Assets 2022: $61,304Liabilities 2022: $75,365Net Assets 2022: -$14,0612022Assets 2023: $57,772Liabilities 2023: $92,046Net Assets 2023: -$34,2742023Assets 2024: $63,642Liabilities 2024: $105,406Net Assets 2024: -$41,7642024Assets 2025: $58,467Liabilities 2025: $102,491Net Assets 2025: -$44,0242025

Highlighted filing

2025

Assets$58,467
Liabilities$102,491
Net Assets-$44,024
Open 2025 Filing

Operations Trend

Revenue Growth55th percentile

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

$100K$50K$0-$50KRevenue 2020: $29,144Expenses 2020: $48,375Net Income 2020: -$19,2312020Revenue 2021: $27,700Expenses 2021: $32,225Net Income 2021: -$4,5252021Revenue 2022: $71,873Expenses 2022: $62,178Net Income 2022: $9,6952022Revenue 2023: $64,967Expenses 2023: $85,179Net Income 2023: -$20,2122023Revenue 2024: $65,768Expenses 2024: $73,258Net Income 2024: -$7,4902024Revenue 2025: $66,603Expenses 2025: $68,864Net Income 2025: -$2,2612025

Highlighted filing

2025

Revenue$66,603
Expenses$68,864
Net Income-$2,261
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$58,467
Liabilities
$102,491
Net assets
-$44,024
Revenue
$66,603
Expenses
$68,864
Net income
-$2,261
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.58$1.02$0.44$0.67$0.69$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.64$1.05$0.42$0.66$0.73$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.92$0.34$0.65$0.85$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.75$0.14$0.72$0.62$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.22$0.46$0.24$0.28$0.32$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.48$0.19$0.29$0.48$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.0
Gross Receipts
$66,603
Mission and Program Overview

Mission

To raise funds and give to worthy causes and student scholarships

Program Services

DescriptionGrantsExpenses
TO COLLECT DONATIONS AND ORGANIZE EVENTS TO RAISE MONEY TO GIVE TO WORTHY CAUSES AND PROVIDE STUDENT SCHOLARSHIPS$41,000$68,408
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WARREN HERNDONPresident-$0--
JODY JERNIGANSecretary-$0--
KRISTOPHER WHITLEYTreasurer-$0--
ANN O'CAINVice Preside-$0--
ALIA BOSTAJIBoard Member-$0--
GUY SCHMOLTZEBoard Member-$0--
TOM SCHLICTMONBoard Member-$0--
BAXTER DONALDSONBoard Member-$0--
BARRY RAINESBoard Member-$0--
DON HARDIEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Lexington Foundation
EIN
84-3539149
Phone
8439332829
Address
PO BOX 106, LEXINGTON, SC 29071

Signing Officer

Name
Kristopher Whitley
Title
Treasurer
Signed
2025-11-07
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, Part I, Line 10

“Cash contribution: 41,000”

Form 990-ez, Part I, Line 16

“Rotaryfest cost of goods sold 25,333 expenses insurance 506 total 25,839”

Form 990-ez, Part II, Line 24

“Accounts receivable 3,300 18,050 due from rotary 0 0 total 3,300 18,050”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 9,913 2,999 student scholarship liability 95,492 99,492”

Raw XML Appendix176 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 41,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARYFEST COST OF GOODS SOLD 25,333 EXPENSES INSURANCE 506 TOTAL 25,839
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 3,300 18,050 DUE FROM ROTARY 0 0 TOTAL 3,300 18,050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 9,913 2,999 STUDENT SCHOLARSHIP LIABILITY 95,492 99,492
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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