BATAVIA ROTARY MEMORIAL FUND (EIN 166066147) - 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

1972

Legal Domicile

Principal Officer

PAUL BATTAGLIA

Phone

7164740885

Tax Period

2024-01-01 to 2024-12-31

BATAVIA ROTARY MEMORIAL FUND, founded in 1972, is a small nonprofit that reported $104K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $32K, a strong 31% operating margin.

Mission

TO GIVE SCHOLARSHIPS TO STUDENTS AND SUPPORT OTHER NOT FOR PROFIT ORGANIZATIONS IN GLOW REGION

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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 $0

Program Service Revenue $0

Investment Income $21,739

Other Revenue $82,543

TOTAL REVENUE $104,282

Expense Breakdown

Grants Paid $66,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,936

Other Expenses $5,561

TOTAL EXPENSES $72,061

Year-over-Year Comparison

	2024	2023	Change
Revenue	$104,282	$124,702	-0.2%
Expenses	$72,061	$100,304	-0.3%
Net Income	$32,221	$24,398	+0.3%

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

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
MICHAEL HODGINS	PRESIDENT	0.25	Officer Director	$0	$0	$0
ED LEISING	VICE PRESIDENT	0.25	Officer Director	$0	$0	$0
DONNA SASKOWSKI	SECRETARY	0.25	Officer Director	$0	$0	$0
FRAN MARCHESE	TREASURER - UNTIL 8/24	0.25	Officer Director	$0	$0	$0
JANE SCOTT	DIRECTOR	0.25	Director	$0	$0	$0
BOB THOMPSON	DIRECTOR	0.25	Director	$0	$0	$0
MARLIN SALMON	DIRECTOR	0.25	Director	$0	$0	$0
JOE ROWBOTTOM	DIRECTOR	0.25	Director	$0	$0	$0
ROSLIE MAGUIRE SIMON	DIRECTOR	0.25	Director	$0	$0	$0
CHRIS FIX	DIRECTOR	0.25	Director	$0	$0	$0
DEB FISHER	DIRECTOR	0.25	Director	$0	$0	$0
CARRIE LANEY	DIRECTOR	0.25	Director	$0	$0	$0
JAY GSELL	DIRECTOR	0.25	Director	$0	$0	$0
PAUL J BATTAGLIA	TREASURER	0.25	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	$104,282	$72,061	$755,584	$32,221
2023	$124,702	$100,304	$654,910	$24,398
2023	$124,706	$101,260	$654,910	$23,446
2022	$119,369	$34,240	$631,536	$85,129
2021	$117,092	$48,000	$546,550	$69,092

BATAVIA ROTARY MEMORIAL FUND