OBERLIN ROTARY MEMORIAL FUND

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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

1935

Legal Domicile

Principal Officer

GERARD FINDLAN

Phone

4407757645

Tax Period

2024-01-01 to 2024-12-31

OBERLIN ROTARY MEMORIAL FUND, founded in 1935, is a micro nonprofit in the Community Improvement sector that reported $99K in total revenue in fiscal year 2024. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 46% operating margin.

Mission

TO ENCOURAGE AND FOSTER THE IDEAL OF SERVICE ABOVE SELF IN OUR EVERYDAY LIVES

Program Service Accomplishments

Program 1

Expenses: $53,817 Revenue: $0

THE ORGANZATION PROVIDED SCHOLARSHIPS TO LOCAL HIGH SCHOOL SENIORS AND HELD EVENTS TO SUPPORT THE LOCAL OBERLIN 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 $9,320

Program Service Revenue $0

Investment Income $72,918

Other Revenue $17,114

TOTAL REVENUE $99,352

Expense Breakdown

Grants Paid $14,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,817

Other Expenses $40,119

TOTAL EXPENSES $54,119

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,352	$48,067	+1.1%
Expenses	$54,119	$58,182	-0.1%
Net Income	$45,233	$-10,115	-5.5%

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
JILL D HERRON	CHAIR	5.00	Officer Director	$0	$0	$0
PAT A SERIO	TREASURER	5.00	Officer Director	$0	$0	$0
GERARD FINDLAN	SECRETARY	5.00	Officer 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
2024	$99,352	$54,119	$592,350	$45,233
2023	$48,067	$58,182	$571,066	$-10,115
2022	$2,915	$25,844	$513,281	$-22,929
2021	$77,147	$29,482	$614,741	$47,665
2020	$16,584	$32,250	$567,076	$-15,666