THE ORANGE ROTARY CHARITABLE TRUST (EIN 273143523) - 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

2010

Legal Domicile

Principal Officer

MIKE SCHMITT

Phone

7146393561

Tax Period

2024-07-01 to 2025-06-30

THE ORANGE ROTARY CHARITABLE TRUST, founded in 2010, is a micro nonprofit in the Community Improvement sector that reported $21K in total revenue in fiscal year 2024. The organization ran a surplus of $13K, a strong 59% operating margin.

Mission

ORANGE ROTARY CHARITABLE TRUST WILL OPERATE AS A PUBLIC CHARITY, ACCEPTING TAX-DEDUCTIBLE CONTRIBUTIONS FROM THE PUBLIC TO FUND A WIDE VARIETY OF CHARITABLE PROJECTS IN THE ORANGE AREA.

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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 $10,450

Program Service Revenue $0

Investment Income $10,886

Other Revenue $0

TOTAL REVENUE $21,336

Expense Breakdown

Grants Paid $3,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,600

Other Expenses $5,197

TOTAL EXPENSES $8,797

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,336	$22,435	0.0%
Expenses	$8,797	$24,378	-0.6%
Net Income	$12,539	$-1,943	-7.5%

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

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
CRAIG SHIPCOTT	CHAIRMAN	0.00	Director	$0	$0	$0
CAROLYN CAVECCHE	PAST PRESIDENT	0.00	Director	$0	$0	$0
PAT BUTTRESS	PAST PRESIDENT	0.00	Director	$0	$0	$0
RANDY STRAIGHT	PAST PRESIDENT	0.00	Director	$0	$0	$0
DANNY SPUD LAMBING	PAST PRESIDENT	0.00	Director	$0	$0	$0
MICHAEL SCHMITT	PRESIDENT	1.00	Officer Director	$0	$0	$0
MOIRA SINGER	PRESIDENT-ELECT	0.00	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	$21,336	$8,797	$181,500	$12,539
2024	$22,435	$24,378	$168,961	$-1,943
2023	$1,988	$4,608	$170,904	$-2,620
2022	$-1,181	$7,779	$173,524	$-8,960
2021	$37,940	$5,782	$182,484	$32,158
2020	$8,306	$9,004	$150,326	$-698
2019	$6,359	$9,968	$151,024	$-3,609

THE ORANGE ROTARY CHARITABLE TRUST