Batavia Rotary Memorial Fund Inc

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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

James McMullen

Phone

7164740885

Tax Period

2025-01-01 to 2025-12-31

Batavia Rotary Memorial Fund Inc, founded in 1972, is a micro nonprofit that reported $75K in total revenue in fiscal year 2025. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $65K left a modest 13% surplus.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $63,601

THE ORGANIZATION PROMOTES EDUCATIONAL OPPORTUNITY BY PROVIDING SCHOLARSHIPS TO DESERVING STUDENTS, ENABLING THEM TO PURSUE ACADEMIC AND PROFESSIONAL EXCELLENCE. THE ORGANIZATION SUPPORTS LOCAL NON...

THE ORGANIZATION PROMOTES EDUCATIONAL OPPORTUNITY BY PROVIDING SCHOLARSHIPS TO DESERVING STUDENTS, ENABLING THEM TO PURSUE ACADEMIC AND PROFESSIONAL EXCELLENCE. THE ORGANIZATION SUPPORTS LOCAL NON PROFITS AND INITIATIVES WHOSE WORK ALIGNS WITH OUR COMMITMENT TO EDUCATION, COMMUNITY DEVELOPMENT, AND SOCIAL EQUITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $3,052

Program Service Revenue $0

Investment Income $28,650

Other Revenue $43,397

TOTAL REVENUE $75,099

Expense Breakdown

Grants Paid $58,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,601

Other Expenses $7,321

TOTAL EXPENSES $65,321

Year-over-Year Comparison

	2025	2024	Change
Revenue	$75,099	$104,282	-0.3%
Expenses	$65,321	$72,061	-0.1%
Net Income	$9,778	$32,221	-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

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
Jane Scott	Director	0.25	Director	$0	$0	$0
Christine Fix	Director	0.25	Director	$0	$0	$0
Deb Fischer	Director	0.25	Director	$0	$0	$0
Carolyn Laney	Director	0.25	Director	$0	$0	$0
James McMullen	President	0.25	Officer Director	$0	$0	$0
Susan Schuler	Secretary	0.25	Officer Director	$0	$0	$0
Andrea Aldinger	Director	0.25	Director	$0	$0	$0
MarcAnthony Bucci	Director	0.25	Director	$0	$0	$0
William Fritts	Director	0.25	Director	$0	$0	$0
Steve Maddox	Director	0.25	Director	$0	$0	$0
Paul Saskowski	Director	0.25	Director	$0	$0	$0
Thomas Turnbull	Director	0.25	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	$75,099	$65,321	$828,743	$9,778
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