Nonprofit · EIN 61-0563291
LEXINGTON SCHOOL INC
Tax-exempt · LEXINGTON, KY 40504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $21,280,233 | $21,631,210 | -$350,977 | $89,289,019 | $12,563,946 | $76,725,073 |
| June 30, 2024 | 990 | $25,354,108 | $20,894,890 | $4,459,218 | $84,168,228 | $12,188,584 | $71,979,644 |
| June 30, 2023 | 990 | $19,898,506 | $19,959,522 | -$61,016 | $78,633,064 | $12,849,804 | $65,783,260 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,376,686
- Program service revenue
- $17,569,365
- Investment income
- $1,780,732
- Net gain from sales of assets
- $951,131
- Net income from fundraising events
- $553,450
- Other revenue
- $553,450
Expenses
- Grants and similar amounts paid
- $2,784,038
- Other salaries and wages
- $8,941,285
- Salaries, compensation and benefits (total)
- $11,940,851
- Professional fundraising fees
- $0
- Legal fees
- $6,557
- Accounting fees
- $66,941
- Occupancy
- $1,178,594
- Travel
- $347
- Depreciation
- $1,570,446
- Program services (functional)
- $17,041,124
- Management and general (functional)
- $4,088,473
- Fundraising (functional)
- $501,613
Balance sheet and other
- Total assets, start of year
- $84,168,228
- Total assets, end of year
- $89,289,019
- Total liabilities, end of year
- $12,563,946
- Net assets, end of year
- $76,725,073
- Land, buildings and equipment
- $18,788,198
- Publicly traded securities
- $54,553,547
- Net assets without donor restrictions
- $45,422,611
- Net assets with donor restrictions
- $31,302,462
- Gross receipts
- $31,988,438
- Employees
- 231
- Volunteers
- 200
- Year formed
- 1959
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| UNA MCCARTHY | HEAD OF SCHOOL Highest-paid employee | 40 | $476,827 | $103,803 |
| SUSAN O'BRIEN | CFO Highest-paid employee | 40 | $242,171 | $14,312 |
| TIMOTHY ALFORD | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $226,275 | $22,543 |
| JENNIE ANDERSON | HEAD OF PRESCHOOL Highest-paid employee | 40 | $194,070 | $26,961 |
| GERIANN BLEVINS | DIRECTOR OF ADMISSION Highest-paid employee | 40 | $184,481 | $34,425 |
| SHANNON ARVIN | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| MATTHEW MITCHELL | VICE PRESIDENT Trustee or director | 5 | $0 | $0 |
| ALEX BOONE | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| JOHN BOARDMAN | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| LISA BALL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARLENE HELM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| HEADLEY BUTLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DIONNE JENKINS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEIDRE LYONS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BILL FARISH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIJO FOSTER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KIRBY IFLAND | BOARD MEMBER Trustee or director | 0.5 | $0 |
| SHILPA LARKIN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BROOKTI TESFAYE-ARMS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CHASE MINNIFIELD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MEHROOZ MARK MEHRIZI | BOARD MEMBER Trustee or director | 0.5 | $0 |
| GREG WIMS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KAYLA MONOHAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| SUSAN ROGERS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DONNA SHIVELY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| QUISHA RAY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| CHRIS YOUNG | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KYLE ROSENSTEIN | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| UNA MCCARTHY | HEAD OF SCHOOL Highest-paid employee | 40 | $334,457 | $202,721 |
| SUSAN O'BRIEN | CFO Highest-paid employee | 40 | $238,789 | $14,078 |
| TIMOTHY ALFORD | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $212,483 | $23,161 |
| JENNIE ANDERSON | HEAD OF PRESCHOOL Highest-paid employee | 40 | $206,196 | $23,169 |
| AMANDA SARRATORE | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $177,412 | $21,969 |
| KING OFFUTT | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| SHANNON ARVIN | VICE PRESIDENT Trustee or director | 5 | $0 | $0 |
| ALEX BOONE | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| CASE CLAY | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| EUNICE BEATTY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JOHN BOARDMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| HEADLEY BUTLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DIONNE JENKINS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEIDRE LYONS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BILL FARISH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARIJO FOSTER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| THOMAS GAINES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARLENE HELM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEVE LAWSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHASE MINNIFIELD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MEHROOZ MARK MEHRIZI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MATTHEW MITCHELL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KAYLA MONOHAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SUSAN ROGERS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DONNA SHIVELY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| QUISHA RAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHRIS YOUNG | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KYLE ROSENSTEIN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BROOKTI TESFAYE-ARMS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| UNA MCCARTHY | HEAD OF SCHOOL Highest-paid employee | 40 | $315,308 | $58,386 |
| JENNIE ANDERSON | HEAD OF PRESCHOOL Highest-paid employee | 40 | $214,988 | $19,295 |
| TIMOTHY ALFORD | HEAD OF MIDDLE SCHOOL Highest-paid employee | 40 | $214,612 | $16,820 |
| SUSAN O'BRIEN | CFO Highest-paid employee | 40 | $204,084 | $12,335 |
| GERIANN BLEVINS | DIRECTOR OF ADMISSION Highest-paid employee | 40 | $179,496 | $25,687 |
| KING OFFUTT | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| CASE CLAY | VICE PRESIDENT Trustee or director | 5 | $0 | $0 |
| ALEX BOONE | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| SHANNON ARVIN | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| EUNICE BEATTY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JOHN BOARDMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| HEADLEY BUTLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DIONNE JENKINS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEIDRE LYONS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BILL FARISH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARIJO FOSTER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| THOMAS GAINES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| FAHMIDA KAHLOON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEVE LAWSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHASE MINNIFIELD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MEHROOZ MARK MEHRIZI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MATTHEW MITCHELL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KAYLA MONOHAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SUSAN ROGERS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DONNA SHIVELY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| QUISHA RAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHRIS YOUNG | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KYLE ROSENSTEIN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1050 LANE ALLEN RD, LEXINGTON, KY 40504-2018
- Principal officer (990 for 2024)
- SUSAN O'BRIEN, 1050 LANE ALLEN ROAD, LEXINGTON, KY 40504
- Signed the 990
- SUSAN O'BRIEN, CFO
- Phone
- (859) 278-0501
- Website
- WWW.THELEXINGTONSCHOOL.ORG
- Return prepared by
- FAULKNER KING & WENZ PSC
Mission
THE LEXINGTON SCHOOL PROVIDES AN EDUCATION OF THE HIGHEST QUALITY TO STUDENTS IN PRESCHOOL THROUGH MIDDLE SCHOOL. IN A STRUCTURED, NURTURING ENVIRONMENT, THE LEXINGTON SCHOOL SEEKS TO INSTILL INTEGRITY, A JOYFUL PURSUIT OF LEARNING, AND A STRONG WORK ETHIC.
Program accomplishments
- EDUCATIONAL ACTIVITIES - 617 STUDENTS ENROLLEDExpenses $17,041,124 · grants $2,784,038 · revenue $18,520,496
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 61-0563291
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1962
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B25Z)
- Assets (IRS master file)
- $89,289,019
- Income (IRS master file)
- $31,988,438
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $21,280,233 | $21,631,210 | $89,289,019 | IRS |
| 990 | June 2024 | $25,354,108 | $20,894,890 | $84,168,228 | IRS |
| 990 | June 2023 | $19,898,506 | $19,959,522 | $78,633,064 | XML |
| 990 | June 2022 | $18,577,561 | $18,916,044 | $73,035,300 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-0563291).
Questions about LEXINGTON SCHOOL INC
- What is the EIN of LEXINGTON SCHOOL INC?
- The employer identification number (EIN) of LEXINGTON SCHOOL INC is 61-0563291.
- Is LEXINGTON SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to LEXINGTON SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEXINGTON SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LEXINGTON SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEXINGTON SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LEXINGTON SCHOOL INC?
- The 990 for the year ended June 30, 2025 names SUSAN O'BRIEN.
- Who are the officers and directors of LEXINGTON SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 28 people; 5 received compensation from the organization, the highest $476,827 (UNA MCCARTHY, HEAD OF SCHOOL).
- How much revenue does LEXINGTON SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $21,280,233, expenses of $21,631,210 and total assets of $89,289,019 at year end.
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