Civic Intelligence

The Orange Rotary Charitable Trust

EIN 27-3143523 • 501(c)3 • Orange, CA

Profile

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.

PO Box 5882Orange, CA 92863

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

100th percentile

759%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

27th percentile

-4.9%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$168,961

Down $1,943 (-1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$168,961

Down $1,943 (-1.1%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

$22,435

Up $20,447 (+1029%) from 2023

Expenses

Up

$24,378

Up $19,770 (+429%) from 2023

Net Income

Up

-$1,943

Up $677 (+26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2015: $308,085Liabilities 2015: $0Net Assets 2015: $308,0852015Assets 2016: $142,950Liabilities 2016: $0Net Assets 2016: $142,9502016Assets 2017: $146,028Liabilities 2017: $0Net Assets 2017: $146,0282017Assets 2018: $154,633Liabilities 2018: $0Net Assets 2018: $154,6332018Assets 2019: $151,024Liabilities 2019: $0Net Assets 2019: $151,0242019Assets 2020: $150,326Liabilities 2020: $0Net Assets 2020: $150,3262020Assets 2021: $182,484Liabilities 2021: $0Net Assets 2021: $182,4842021Assets 2022: $173,524Liabilities 2022: $0Net Assets 2022: $173,5242022Assets 2023: $170,904Liabilities 2023: $0Net Assets 2023: $170,9042023Assets 2024: $168,961Liabilities 2024: $0Net Assets 2024: $168,9612024

Highlighted filing

2024

Assets$168,961
Liabilities$0
Net Assets$168,961
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2015: $342,284Expenses 2015: $34,199Net Income 2015: $308,0852015Revenue 2016: $27,191Expenses 2016: $192,277Net Income 2016: -$165,0862016Revenue 2017: $7,260Expenses 2017: $4,460Net Income 2017: $2,8002017Revenue 2018: $14,960Expenses 2018: $6,355Net Income 2018: $8,6052018Revenue 2019: $6,359Expenses 2019: $9,968Net Income 2019: -$3,6092019Revenue 2020: $8,306Expenses 2020: $9,004Net Income 2020: -$6982020Revenue 2021: $37,940Expenses 2021: $5,782Net Income 2021: $32,1582021Revenue 2022: -$1,181Expenses 2022: $7,779Net Income 2022: -$8,9602022Revenue 2023: $1,988Expenses 2023: $4,608Net Income 2023: -$2,6202023Revenue 2024: $22,435Expenses 2024: $24,378Net Income 2024: -$1,9432024

Highlighted filing

2024

Revenue$22,435
Expenses$24,378
Net Income-$1,943
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168,961
Liabilities
$0
Net assets
$168,961
Revenue
$22,435
Expenses
$24,378
Net income
-$1,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.22$0.24$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.02$0.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.01$0.08$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.38$0.06$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.08$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.15$0.06$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.07$0.04$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.27$1.92$1.65
2015Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$3.42$0.34$3.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$297,989
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$170,904$168,961▼ $1,943
Investments in Publicly Traded Securities$160,018$157,825▼ $2,193
Cash and Non-Interest-Bearing Accounts$7,136$7,386▲ $250
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$170,904$168,961▼ $1,943
Other Assets Total$3,750$3,750→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$170,904$168,961▼ $1,943
Total Liabilities and Net Assets / Fund Balance$170,904$168,961▼ $1,943
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Craig ShipcottChairman
Carolyn CavecchePast President
Danny Spud LambingPast President
Pat ButtressPast President
Randy StraightPast President
Jim GilmorePresident
Michael SchmittPresident-elect
Revenue and Support

Revenue Composition

Contributions and Grants
$6,850
Program Service Revenue
$0
Investment Income
$15,585
Other Revenue
$0
All Other Contributions
$6,850
Change in Net Assets
$-1,943
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$16,000
Other Expenses$8,378
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,000--$15,000
Fees for Services Other$3,114--$3,114
Fees for Service Investment Mgmnt Fees-$2,739-$2,739
Fees for Services Accounting-$2,500-$2,500
Foreign Grants$1,000--$1,000
Other Expenses$0$25$0$25
Total Functional Expenses$19,114$5,264$0$24,378
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Homeaid Orange CountyTustin, CA501(c)(3)To Support the Organization to Create Safe and Dignified Housing for Those Who Are at Risk of or Are Experiencing Homelessness.$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request at organization address.”

Filing and Contact Details

Filer

Filer Name
The Orange Rotary Charitable Trust
EIN
27-3143523
Phone
7146393561
Address
PO BOX 5882, ORANGE, CA 92863

Signing Officer

Name
Mike Schmitt
Title
Chairman
Phone
9099939393
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Schmitt
Formed
2010
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Wright Ford Young & Co
Address
16140 SAND CANYON AVENUE, IRVINE, CA 92618
Preparer
Ryan Working CPA
Phone
9499102727
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Event costs: program service expenses 3,114. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,114.”

Raw XML Appendix351 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt017821 17TH STREET SUITE 120
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TUSTIN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092780
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST AT ORGANIZATION ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT COSTS: PROGRAM SERVICE EXPENSES 3,114. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,114.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0170904
IRS990/TotalAssetsEOYAmt0168961
IRS990/TotalAssetsGrp/BOYAmt0170904
IRS990/TotalAssetsGrp/EOYAmt0168961
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06850
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05264
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt019114
IRS990/TotalFunctionalExpensesGrp/TotalAmt024378
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0170904
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0168961
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt019114
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015585
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022435
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0170904
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0168961
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 5882
IRS990/USAddress/CityNm0ORANGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092863
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE SCHMITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09099939393
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ORANGE ROTARY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ORAN
ReturnHeader/Filer/EIN0273143523
ReturnHeader/Filer/PhoneNum07146393561
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5882
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092863
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953288054
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WRIGHT FORD YOUNG & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016140 SAND CANYON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09499102727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN WORKING CPA
ReturnHeader/ReturnTs02025-05-15T13:16:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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