OAK RIDGE ROTARY COMMUNITY FUND (EIN 201693222) - 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

2004

Legal Domicile

Principal Officer

WENDIE AURIN

Phone

8654830060

Tax Period

2024-07-01 to 2025-06-30

OAK RIDGE ROTARY COMMUNITY FUND, founded in 2004, is a micro nonprofit in the Community Improvement sector that reported $8K in total revenue in fiscal year 2024. Expenses of $11K exceeded revenue, resulting in a 35% operating deficit.

Mission

TO PROVIDE FUNDING FOR COMMUNITY PROJECTS WHICH DIRECTLY ENHANCE THE OAK RIDGE ROTARY CLUB COMMUNITY SERVICE EFFORTS AND TO PROVIDE ADDITIONAL SUPPORT TO LOCAL GOVERNMENT AND NOT-FOR-PROFIT AGENCIES IN LOCAL COMMUNITY.

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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 $6,321

Program Service Revenue $0

Investment Income $1

Other Revenue $1,572

TOTAL REVENUE $7,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,608

Other Expenses $10,629

TOTAL EXPENSES $10,629

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,894	$-31,990	-1.2%
Expenses	$10,629	$8,970	+0.2%
Net Income	$-2,735	$-40,960	-0.9%

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

N/A

Employees

N/A

Volunteers

N/A

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
EMILY RICE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID W CARR	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
SCOTT JAMISON	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
WENDIE AURIN	PRESIDENT ELECT	1.00	Officer	$0	$0	$0
JUDY S WILSON	SECRETARY	1.00	Officer	$0	$0	$0
CYNTHIA S JEFFERS	TREASURER	1.00	Officer	$0	$0	$0
JR HERTWIG	PRESIDENT	1.00	Officer	$0	$0	$0
JEFFREY PHILLIPS	VICE PRESIDENT	1.00	Officer	$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	$7,894	$10,629	$13,383	$-2,735
2024	$-31,990	$8,970	$16,117	$-40,960
2023	$36,338	$2,271	$57,075	$34,067
2022	$13,144	$16,918	$23,008	$-3,774
2021	$13,113	$137,986	$26,782	$-124,873
2020	$25,084	$64,142	$151,655	$-39,058
2019	$49,816	$454,065	$190,713	$-404,249

OAK RIDGE ROTARY COMMUNITY FUND