Nonprofit · EIN 84-3539149
ROTARY CLUB OF LEXINGTON FOUNDATION
Tax-exempt · LEXINGTON, SC 29071
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $66,603 | $68,864 | -$2,261 | $58,467 | $102,491 | -$44,024 |
| June 30, 2024 | 990-EZ | $65,768 | $73,258 | -$7,490 | $63,642 | $105,406 | -$41,764 |
| June 30, 2023 | 990 | $64,967 | $85,179 | -$20,212 | $57,772 | $92,046 | -$34,274 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $12,800
- Program service revenue
- $53,803
Expenses
- Grants and similar amounts paid
- $41,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,025
- Other expenses
- $25,839
- Program services (functional)
- $68,408
Balance sheet and other
- Total assets, start of year
- $63,642
- Total assets, end of year
- $58,467
- Total liabilities, end of year
- $102,491
- Net assets, end of year
- -$44,024
- Cash, savings and investments
- $40,417
- Gross receipts
- $66,603
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WARREN HERNDON | PRESIDENT | 2 | $0 |
| JODY JERNIGAN | SECRETARY | 2 | $0 |
| KRISTOPHER WHITLEY | TREASURER | 2 | $0 |
| ANN O'CAIN | VICE PRESIDE | 2 | $0 |
| ALIA BOSTAJI | BOARD MEMBER | 1 | $0 |
| GUY SCHMOLTZE | BOARD MEMBER | 1 | $0 |
| TOM SCHLICTMON | BOARD MEMBER | 1 | $0 |
| BAXTER DONALDSON | BOARD MEMBER | 1 | $0 |
| BARRY RAINES | BOARD MEMBER | 1 | $0 |
| DON HARDIE | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS BARNHILL | PRESIDENT | 0 | $0 |
| JODY JERNIGAN | SECRETARY | 0 | $0 |
| BAXTER DONALDSON | ACTING TREAS | 0 | $0 |
| TOM SCHLICTMAN | VICE PRESIDE | 0 | $0 |
| ALIA BOSTAJI | BOARD MEMBER | 0 | $0 |
| GUY SCHMOLTZE | BOARD MEMBER | 0 | $0 |
| GREG DAVID | BOARD MEMBER | 0 | $0 |
| JIM BARFIELD | BOARD MEMBER | 0 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS BARNHILL | CHAIR Officer | 1 | $0 |
| ALIA BOSTAJI | VICE PRESIDE Officer | 1 | $0 |
| CRAIG CALDWELL | TREASURER Officer | 1 | $0 |
| GREG DAVID | SECRETARY Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 106, LEXINGTON, SC 29071-0106
- In care of
- % ALLISON H FORD
- Signed the 990-EZ
- KRISTOPHER WHITLEY, TREASURER
- Phone
- (843) 933-2829
- Return prepared by
- BURKETT BURKETT & BURKETT CPAS PA
Mission
TO RAISE FUNDS AND GIVE TO WORTHY CAUSES AND STUDENT SCHOLARSHIPS
Program accomplishments
- TO COLLECT DONATIONS AND ORGANIZE EVENTS TO RAISE MONEY TO GIVE TO WORTHY CAUSES AND PROVIDE STUDENT SCHOLARSHIPSExpenses $68,408 · grants $41,000
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 84-3539149
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C12)
- Assets (IRS master file)
- $58,467
- Income (IRS master file)
- $66,603
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $66,603 | $68,864 | $58,467 | XML |
| 990-EZ | June 2024 | $65,768 | $73,258 | $63,642 | XML |
| 990 | June 2023 | $64,967 | $85,179 | $57,772 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | 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 84-3539149).
Questions about ROTARY CLUB OF LEXINGTON FOUNDATION
- What is the EIN of ROTARY CLUB OF LEXINGTON FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF LEXINGTON FOUNDATION is 84-3539149.
- Is ROTARY CLUB OF LEXINGTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to ROTARY CLUB OF LEXINGTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF LEXINGTON FOUNDATION 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 ROTARY CLUB OF LEXINGTON FOUNDATION 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 ROTARY CLUB OF LEXINGTON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of ROTARY CLUB OF LEXINGTON FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF LEXINGTON FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $66,603, expenses of $68,864 and total assets of $58,467 at year end.
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