Civic Intelligence

Src of Lexington Inc Health And

EIN 85-6130701 • 501(c)9 • Lexington, KY

View Organization Page

Profile

The provision of health and welfare benefits to eligible participants of the plan.

1105 Eastland DriveLexington, KY 40505
Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

36th percentile

-0.3%

Higher net margin than 36% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

25th percentile

-17%

Faster asset growth than 25% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

65%

Faster revenue growth than 89% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$54,578

Down $10,852 (-17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$54,578

Down $10,852 (-17%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin36th percentile

Revenue

Up

$3,363,884

Up $1,320,990 (+65%) from 2023

Expenses

Up

$3,374,736

Up $1,324,021 (+65%) from 2023

Net Income

Down

-$10,852

Down $3,031 (-39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$100K$50K$0-$50KAssets 2020: $46,364Liabilities 2020: $0Net Assets 2020: $46,3642020Assets 2021: -$10,624Liabilities 2021: $0Net Assets 2021: -$10,6242021Assets 2022: $73,251Liabilities 2022: $0Net Assets 2022: $73,2512022Assets 2023: $65,430Liabilities 2023: $0Net Assets 2023: $65,4302023Assets 2024: $54,578Liabilities 2024: $0Net Assets 2024: $54,5782024

Highlighted filing

2024

Assets$54,578
Liabilities$0
Net Assets$54,578
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1,695,933Expenses 2020: $1,649,569Net Income 2020: $46,3642020Revenue 2021: $1,455,268Expenses 2021: $1,512,256Net Income 2021: -$56,9882021Revenue 2022: $2,018,623Expenses 2022: $1,934,748Net Income 2022: $83,8752022Revenue 2023: $2,042,894Expenses 2023: $2,050,715Net Income 2023: -$7,8212023Revenue 2024: $3,363,884Expenses 2024: $3,374,736Net Income 2024: -$10,8522024

Highlighted filing

2024

Revenue$3,363,884
Expenses$3,374,736
Net Income-$10,852
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,578
Liabilities
$0
Net assets
$54,578
Revenue
$3,363,884
Expenses
$3,374,736
Net income
-$10,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$3.36$3.37$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$2.04$2.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$2.02$1.93$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.46$1.51$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.70$1.65$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.0
Gross Receipts
$3,363,884
Mission and Program Overview

Mission

The provision of health and welfare benefits to eligible participants of the plan.

The provision of health and welfare benefits to eligible employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$65,430$54,578▼ $10,852
Rtn Earn Endowment Incm Other Fnds$65,430$54,578▼ $10,852
Total Assets$65,430$54,578▼ $10,852
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$65,430$54,578▼ $10,852
Total Liabilities and Net Assets / Fund Balance$65,430$54,578▼ $10,852
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Greg HamptonPlan Adminis
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,363,884
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-10,852

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,363,884
Total Revenue per Audited Statements
$3,363,884
Total Revenue per Form 990
$3,363,884
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,813
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,221,923
Other Expenses---$3,000
Total Functional Expenses$0$0$0$3,374,736

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,374,736
Total Expenses per Audited Statements$3,374,736
Total Expenses per Form 990$3,374,736
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Governing body representative reviews the form 990 prior to its submission to the internal revenue service.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to plan participants upon request.”

Filing and Contact Details

Filer

Filer Name
Src of Lexington Inc Health and
EIN
85-6130701
Address
1105 EASTLAND DRIVE, LEXINGTON, KY 40505

Signing Officer

Name
Greg Hampton
Title
Plan Administrator
Signed
2025-11-03

Organization Details

Principal Officer
Greg Hampton
Formed
2020
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Frank N Hestand CPA Psc
Address
261 REGENCY CIR FL 1, LEXINGTON, KY 40503
Preparer
Frank N Hestand
Phone
8592763573
Raw XML Appendix209 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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IRS990/OtherExpensesGrp/Desc1BANK FEES
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SRC OF LEXINGTON INC HEALTH AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SRCO
ReturnHeader/Filer/EIN0856130701
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611336870
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ReturnHeader/ReturnTs02025-11-05T16:00:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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