BROCKTON ROTARY CHARITABLE & EDUCATIONAL (EIN 046071645) - 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

1951

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

BROCKTON ROTARY CHARITABLE & EDUCATIONAL, founded in 1951, is a small nonprofit that reported $128K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72K, a strong 57% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO LOCAL NEEDY INVIDIDUALS AND PROVIDE A VARIETY OF SERVICES TO MEMBERS OF THE BROCKTON 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 $51,002

Program Service Revenue $0

Investment Income $77,094

Other Revenue $0

TOTAL REVENUE $128,096

Expense Breakdown

Grants Paid $40,106

Salaries & Benefits $0

Fundraising Expenses $11,268

Program Expenses $40,106

Other Expenses $15,511

TOTAL EXPENSES $55,617

Year-over-Year Comparison

	2024	2023	Change
Revenue	$128,096	$100,392	+0.3%
Expenses	$55,617	$47,520	+0.2%
Net Income	$72,479	$52,872	+0.4%

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
JEFF CHARNEL	PRESIDENT	5.00	Officer Director	$0	$0	$0
JASON MCAVOY	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
BRENT WARREN	BOARD MEMBER	0.00	Director	$0	$0	$0
THOMAS SAMARIS JR	BOARD MEMBER	0.00	Director	$0	$0	$0
GARY OMAN	BOARD MEMBER	0.00	Director	$0	$0	$0
CHRISTINE BEAUDOIN	TREASURER	3.00	Officer Director	$0	$0	$0
TINA WHITE	BOARD MEMBER	0.00	Director	$0	$0	$0
LINDA SIEGEL-CROKER	SECRETARY	2.00	Officer Director	$0	$0	$0
MARK MENDES	BOARD MEMBER	0.00	Director	$0	$0	$0
JOSH WELPER	BOARD MEMBER	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	$128,096	$55,617	$820,854	$72,479
2024	$100,392	$47,520	$748,375	$52,872
2023	$60,841	$45,025	$695,503	$15,816
2022	$122,470	$42,600	$717,494	$79,870
2021	$64,226	$28,487	$637,624	$35,739
2020	$49,322	$29,180	$601,885	$20,142
2019	$58,725	$31,167	$538,278	$27,558

BROCKTON ROTARY CHARITABLE & EDUCATIONAL