ROTARY CLUB OF BRANCHBURG TOWNSHIP

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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

1988

Legal Domicile

Principal Officer

Julie Juliano

Phone

9086858080

Tax Period

2023-07-01 to 2024-06-30

ROTARY CLUB OF BRANCHBURG TOWNSHIP, founded in 1988, is a micro nonprofit in the Community Improvement sector that reported $20K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $23K exceeded revenue, resulting in a 16% operating deficit.

Mission

To paricipate in community service projects in Branchburg Township and surrounding communities

Program Service Accomplishments

Program 1

Expenses: $22,533

THE ROTARY CLUB PARTICIPATES IN THE FRATERNAL AND CHARITABLE WORKS WITHIN THE LOCAL AND INTERNATIONAL COMMUNITIES. THE CLUB IS MADE UP OF ALL VOLUUNTEERS. THE ROTARY CLUB HOLDS WEEKLY MEETINGS TO...

THE ROTARY CLUB PARTICIPATES IN THE FRATERNAL AND CHARITABLE WORKS WITHIN THE LOCAL AND INTERNATIONAL COMMUNITIES. THE CLUB IS MADE UP OF ALL VOLUUNTEERS. THE ROTARY CLUB HOLDS WEEKLY MEETINGS TO DISCUSS NEW AND CONTINUING PROJETS. THE CLUB SUPPORTS OTHER LOCAL CHARITABLE ORGANIZATIONS THROUGH VOLUNTEERISM AND OTHER ACTIVITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $19,926

Program Service Revenue $0

Investment Income $61

Other Revenue $0

TOTAL REVENUE $19,987

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $301

Program Expenses $22,533

Other Expenses $23,223

TOTAL EXPENSES $23,223

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,987	$31,675	-0.4%
Expenses	$23,223	$31,193	-0.3%
Net Income	$-3,236	$482	-7.7%

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

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
MARIA DONEGAN	PRESIDENT	005.00	Officer Director	$0	$0	$0
LUCY PUCCUARELLI	SECRETARY	005.00	Officer Director	$0	$0	$0
DOUG BATEMAN	TREASURER	005.00	Officer Director	$0	$0	$0
CHRISTOPHER BATEMAN	SERGEANT AT ARMS	003.00	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
2024	$19,987	$23,223	$59,294	$-3,236
2023	$31,675	$31,193	$62,530	$482
2022	$30,727	$37,144	$62,048	$-6,417
2021	$20,018	$22,147	$68,465	$-2,129
2020	$44,819	$29,742	$70,594	$15,077
2019	$50,412	$28,995	$55,517	$21,417