Rotary Club of Orange Foundation Inc (EIN 113695593) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

James Pascarella

Phone

2038760445

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Orange Foundation Inc, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $69K in total revenue in fiscal year 2024. The organization ran a surplus of $26K, a strong 37% operating margin.

Mission

Various charitable endeavors or public service projects serving the community of Orange, Connecticut and advancing the ideals of the Rotary Club of Orange, Incorporated and Rotary International.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,700

Program Service Revenue $0

Investment Income $45,685

Other Revenue $16,063

TOTAL REVENUE $69,448

Expense Breakdown

Grants Paid $32,726

Salaries & Benefits $0

Fundraising Expenses $689

Program Expenses $41,384

Other Expenses $10,735

TOTAL EXPENSES $43,461

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,448	$69,054	+0.0%
Expenses	$43,461	$76,109	-0.4%
Net Income	$25,987	$-7,055	-4.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Diane L Eger	Executive Secretary	1.00	Officer Director	$0	$0	$0
James Pascarella	Treasurer	1.00	Officer Director	$0	$0	$0
Robert Sigler	At Large Director	1.00	Officer Director	$0	$0	$0
Dan May	Past President Director	1.00	Director	$0	$0	$0
Wendy Barry	President	1.00	Director	$0	$0	$0
Roger Tausig	Past President Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$69,448	$43,461	$1,105,899	$25,987
2024	$69,054	$76,109	$1,023,280	$-7,055
2023	$97,725	$92,807	$990,991	$4,918
2022	$782,774	$21,502	$920,820	$761,272
2021	$36,408	$18,615	$205,818	$17,793
2020	$40,418	$23,271	$173,416	$17,147
2019	$183,991	$175,398	$158,131	$8,593

Rotary Club of Orange Foundation Inc