BRANCHBURG ROTARY FOUNDATION-A NJ NONPROFIT CORP (EIN 454169347) - 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

2012

Legal Domicile

Principal Officer

MICHAEL FORRESTALL

Phone

7323849192

Tax Period

2023-07-01 to 2024-06-30

BRANCHBURG ROTARY FOUNDATION-A NJ NONPROFIT CORP, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $183K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $166K left a modest 9% surplus.

Mission

The mission of the Branchburg Rotary Foundation is to engage in charitable activities throughout Branchburg, the surrounding communities and around the world.

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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 $32,428

Program Service Revenue $79,627

Investment Income $10,194

Other Revenue $60,401

TOTAL REVENUE $182,650

Expense Breakdown

Grants Paid $115,590

Salaries & Benefits $0

Fundraising Expenses $4,147

Program Expenses $157,911

Other Expenses $50,338

TOTAL EXPENSES $165,928

Year-over-Year Comparison

	2023	2022	Change
Revenue	$182,650	$145,905	+0.3%
Expenses	$165,928	$140,464	+0.2%
Net Income	$16,722	$5,441	+2.1%

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
DIANE BONANNO	PRESIDENT	003.00	Officer Director	$0	$0	$0
JULIE JULIANO	SECRETARY	003.00	Officer Director	$0	$0	$0
MICHAEL FORRESTAL	TREASURER	005.00	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	$182,650	$165,928	$286,843	$16,722
2023	$145,905	$140,464	$270,121	$5,441
2022	$178,359	$178,188	$264,680	$171
2021	$195,990	$162,261	$264,509	$33,729
2020	$164,633	$163,623	$230,780	$1,010
2019	$193,680	$160,990	$229,770	$32,690
2018	$87,183	$103,214	$197,080	$-16,031

BRANCHBURG ROTARY FOUNDATION-A NJ NONPROFIT CORP