Rotary Club of Barnegat NJ (EIN 274150071) - 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

2010

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Barnegat NJ, founded in 2010, is a micro nonprofit that reported $14K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $12K left a modest 10% surplus.

Mission

To support local community charities and to foster relationships with local business persons and the general public, as well as promoting Rotary.

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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 $13,696

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $13,696

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,925

Other Expenses $2,542

TOTAL EXPENSES $12,380

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,696	$10,791	+0.3%
Expenses	$12,380	$13,452	-0.1%
Net Income	$1,316	$-2,661	-1.5%

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
Wayne Eslinger	Immediate Past President	1.00	Director	$0	$0	$0
MaryFrancis Smolens	Director at Large	1.00	Director	$0	$0	$0
Jean Broadbent	Membership Director	1.00	Director	$0	$0	$0
William Ridgway	Foundation Director	2.00	Director	$0	$0	$0
Suzie Wheeler	Community Service Director	1.00	Director	$0	$0	$0
Peter Bemko	Club Administration	1.00	Director	$0	$0	$0
Charles Cunliffe	Public Image Director	1.00	Director	$0	$0	$0
Suzie Block	Youth Services Director	1.00	Director	$0	$0	$0
Donna Lamberty	President	1.00	Officer	$0	$0	$0
Phyllis Kaiser	Secretary	1.00	Officer	$0	$0	$0
Cara Lordi	Treasurer	2.00	Officer	$0	$0	$0
Elaine Taylor	Sgt at Arms	2.00	Officer	$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	$13,696	$12,380	$7,409	$1,316
2024	$10,791	$13,452	$4,952	$-2,661
2023	$14,282	$14,329	$7,613	$-47
2022	$12,068	$11,453	$7,660	$615
2021	$8,922	$9,315	$7,068	$-393
2020	$10,956	$11,083	$8,136	$-127
2019	$12,096	$17,766	$8,206	$-5,670
2018	$6,214	$7,698	$13,235	$-1,484

Rotary Club of Barnegat NJ