Orange County East Rotary Foundation Inc (EIN 593647643) - 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

2000

Legal Domicile

Principal Officer

Robert L Munn

Phone

4072527079

Tax Period

2024-07-01 to 2025-06-30

Orange County East Rotary Foundation Inc, founded in 2000, is a micro nonprofit in the Education sector that reported $76K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 59% operating margin.

Mission

PROVIDE SCHOLARSHIPS TO HIGH SCHOOL GRADUATES FOR COLLEGE AND MAKE DONATIONS TO LOCAL 501c3 CHARITABLE ORGANIZATIONS.

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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 $20,000

Program Service Revenue $0

Investment Income $49,444

Other Revenue $6,291

TOTAL REVENUE $75,735

Expense Breakdown

Grants Paid $30,534

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $351

TOTAL EXPENSES $30,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$75,735	$60,469	+0.3%
Expenses	$30,885	$33,551	-0.1%
Net Income	$44,850	$26,918	+0.7%

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
Lee Smith	Director	4.00	Director	$0	$0	$0
Paul Furey	Chairman Board of Directors	8.00	Officer	$0	$0	$0
Michael Emerson	Secretary Board of Directors	8.00	Officer	$0	$0	$0
Robert L Munn	Treasurer Board of Directors	8.00	Officer	$0	$0	$0
Chris Koenig	Director	4.00	Officer	$0	$0	$0
Craig Hutchinson	Director	4.00	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	$75,735	$30,885	$830,716	$44,850
2024	$60,469	$33,551	$785,866	$26,918
2023	$33,556	$37,923	$759,070	$-4,367
2022	$119,801	$44,709	$764,227	$75,092
2021	$92,326	$38,929	$688,223	$53,397

Orange County East Rotary Foundation Inc