ORLEANS COMMUNITY EXCHANGE

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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

2014

Legal Domicile

Principal Officer

MARGO CATHIE

Phone

5082374794

Tax Period

2023-01-01 to 2023-12-31

ORLEANS COMMUNITY EXCHANGE, founded in 2014, is a micro nonprofit in the Human Services sector that reported $18K in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $22K exceeded revenue, resulting in a 20% operating deficit.

Mission

THE MISSION OF THE ORLEANS COMMUNITY EXCHANGE INC IS TO PROVIDE SCHOLARSHIP FUNDING TO DESERVING NAUSET REGIONAL HIGH SCHOOL AND CAPE COD REGIONAL TECHNICAL HIGH SCHOOL STUDENTS. MEMBERS OF THE EXCHANGE ARE VOLUNTEERS WHO WORK COLLABORATIVELY TO FUNDRAISE WHICH FUNDS THE SCHOLARSHIPS NEEDS.

Program Service Accomplishments

Program 1

SCHOLARSHIPS GIVEN OUT TO NAUSET AND CAPE COD TECH HIGH SCHOOL STUDENTS

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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 (2023)

Revenue Breakdown

Contributions & Grants $18,083

Program Service Revenue $0

Investment Income $3

Other Revenue $0

TOTAL REVENUE $18,086

Expense Breakdown

Grants Paid $17,500

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,177

TOTAL EXPENSES $21,677

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,086	$10,937	+0.7%
Expenses	$21,677	$28,995	-0.3%
Net Income	$-3,591	$-18,058	-0.8%

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
MARY ELLEN MURZYN	PRESIDENT	2.00	Officer Director	$0	$0	$0
MARGO CATHIE	TREASURER	2.00	Officer Director	$0	$0	$0
SUE SILVER	CLERK	2.00	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
2023	$18,086	$21,677	$27,895	$-3,591
2022	$10,937	$28,995	$31,486	$-18,058
2021	$22,185	$27,956	$49,132	$-5,771
2020	$18,298	$35,703	$54,903	$-17,405
2019	$122,694	$112,874	$72,308	$9,820