Middletown Odessa Rotary Club Services Foundation (EIN 205811675) - 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

2012

Legal Domicile

Tax Period

2017-07-01 to 2018-06-30

Middletown Odessa Rotary Club Services Foundation, founded in 2012, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $94K in total revenue in fiscal year 2017. Revenue fell 266% from the prior year — a significant decline worth monitoring.

Mission

Support Community Groups and Assist with other Community Needs

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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 (2017)

Revenue Breakdown

Contributions & Grants $212,367

Program Service Revenue $0

Investment Income $0

Other Revenue $-305,872

TOTAL REVENUE $-93,505

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2017	2016	Change
Revenue	$-93,505	$56,164	-2.7%
Expenses	N/A	$2,669	-1.0%
Net Income	N/A	$53,495	N/A

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

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
Robert Adams	President	3.00	Director	$0	$0	$0
Tomi Diver	Vice President	3.00	Director	$0	$0	$0
John Nanni	Secretary	3.00	Director	$0	$0	$0
Sharon P Gilkey	Treasurer	3.00	Director	$0	$0	$0
Jeff Buckworth	Director	3.00	Director	$0	$0	$0
Helen Weinhiemer	Director	3.00	Director	$0	$0	$0
Anthony Johnson	Director	3.00	Director	$0	$0	$0
Roxane Ferguson	Director	3.00	Director	$0	$0	$0
William O Neal	Director	3.00	Director	$0	$0	$0
Megan Seaser	Director	3.00	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
2018	$-93,505	No data	$19,017	No data

Middletown Odessa Rotary Club Services Foundation