ROTARY CLUB OF TOMS RIVER CHARITABLE FOUNDATION INC (EIN 223057040) - 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

1991

Legal Domicile

Principal Officer

Brian Christiansen

Phone

7322726104

Tax Period

2024-07-01 to 2025-06-30

ROTARY CLUB OF TOMS RIVER CHARITABLE FOUNDATION INC, founded in 1991, is a small nonprofit in the Community Improvement sector that reported $136K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Net assets of $970K represent 86 months of operating reserves.

Mission

The mission of the foundation is to promote foster and perform charitable scientific literary and educational work.

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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 $25,551

Program Service Revenue $0

Investment Income $60,157

Other Revenue $50,154

TOTAL REVENUE $135,862

Expense Breakdown

Grants Paid $128,840

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $128,840

Other Expenses $10,491

TOTAL EXPENSES $139,331

Year-over-Year Comparison

	2024	2023	Change
Revenue	$135,862	$108,540	+0.3%
Expenses	$139,331	$108,611	+0.3%
Net Income	$-3,469	$-71	+47.9%

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
Christian Christiansen	President	5.00	Officer Director	$0	$0	$0
Stacey Romano	Vice President	5.00	Officer Director	$0	$0	$0
Brian Christiansen	Treasurer	5.00	Officer Director	$0	$0	$0
Kimberly Ball	Secretary	5.00	Officer Director	$0	$0	$0
Lou DeBiase	Director	5.00	Officer Director	$0	$0	$0
George Downers	Director	5.00	Officer Director	$0	$0	$0
Richa Davidson	Director	5.00	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
2025	$135,862	$139,331	$1,014,574	$-3,469
2024	$108,540	$108,611	$997,933	$-71
2023	$483,072	$88,161	$1,002,661	$394,911
2022	$69,878	$68,137	$601,796	$1,741
2021	$297,591	$61,715	$582,860	$235,876

ROTARY CLUB OF TOMS RIVER CHARITABLE FOUNDATION INC