Rotary Club of Barnegat NJ Charitable Foundation (EIN 471095382) - 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

2014

Legal Domicile

Tax Period

2024-07-01 to 2025-06-30

Rotary Club of Barnegat NJ Charitable Foundation, founded in 2014, is a micro nonprofit in the Mutual Benefit sector that reported $26K in total revenue in fiscal year 2024.

Mission

The general purpose of the organization is to promote, foster, finance or 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 $7,876

Program Service Revenue $0

Investment Income $0

Other Revenue $17,642

TOTAL REVENUE $25,518

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,381

Other Expenses $25,581

TOTAL EXPENSES $25,581

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,518	$26,720	0.0%
Expenses	$25,581	$21,287	+0.2%
Net Income	$-63	$5,433	-1.0%

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	Trustee	1.00	Director	$0	$0	$0
LuAnn Ford	Trustee	1.00	Director	$0	$0	$0
Robert Flamini	Trustee	1.00	Director	$0	$0	$0
Michael Dimino	President	2.00	Officer	$0	$0	$0
William Ridgway	Secretary	1.00	Officer	$0	$0	$0
William Ridgway	Treasurer	5.00	Officer	$0	$0	$0
Donna Lamberty	Vice President	1.00	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	$25,518	$25,581	$26,832	$-63
2024	No data	No data	No data	No data
2023	$29,411	$28,879	$21,462	$532
2022	$32,836	$24,385	$20,930	$8,451
2021	$19,357	$21,484	$12,479	$-2,127
2020	$19,011	$22,466	$14,606	$-3,455
2019	$26,487	$21,284	$18,061	$5,203
2018	$20,489	$17,485	$15,208	$3,004

Rotary Club of Barnegat NJ Charitable Foundation