Rotary Club of Barnegat NJ

Nonprofit profile at a glance

EIN
274150071
IRS 990 coverage
2014–2024
Forms available
Form 990 2024
Location
Barnegat, NJ, USA
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$13,696
Expenses
$12,380
Assets
$7,409
Liabilities
$1,141

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Wayne Eslinger (Immediate Past President)
  • Donna Lamberty (President)

People named in this filing

  • Wayne Eslinger (Immediate Past President)
  • MaryFrancis Smolens (Director at Large)
  • Jean Broadbent (Membership Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

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

What it reported doing in 2024

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

Operating model

Revenue model
Membership-supported. 88% of the money available for current operations came from membership dues.
Distribution model
Member-benefit provider. The nonprofit used 82% of its reported program spending for member benefits.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 90
  • Accountability: 70
  • Sustainability: 45
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 87.1%; rating input score 87
  • Program expense ratio: 96.3%; rating input score 96
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 9.6%; rating input score 65; 65th percentile among comparable filings
  • Total-asset coverage ratio: 0.6; rating input score 18; 18th percentile among comparable filings
  • Liabilities to assets ratio: 0.15; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: -3.8% per year; rating input score 0; 41st percentile among comparable filings
  • Revenue growth: -1.5% per year; rating input score 0; 54th percentile among comparable filings
  • Asset growth: -11.1% per year; rating input score 0; 12th percentile among comparable filings

Details

  • Where the money goes: 87.1% of revenue deployed · 96.3% of spending went to programs
  • Governance: 12 of 12 board members independent · 2 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $12K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 14 of 14 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 10 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 4 of 6 not reported.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 18/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.