Mutual & Membership Benefit (Y99) IRS Verified DX Registered 990 on File

ROTARY CLUB OF BARNEGAT NEW JERSEY CHARITABLE FOUNDATION

EIN: 47-1095382 · BARNEGAT, NJ 08005-0474 · United States · FY 2023 Data

3 out of 5 48 / 100 Based on one year of filings

Financial strength (30%) 71/100

Reliability (20%) 50/100

Effectiveness (25%) 68/100

Impact (25%) No data yet

Financial data: FY 2023 · Scored 9/13/2026

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Mission Statement

Rotary International is an international service organization who's stated purpose is to bring together business and professional leaders in order to provide humanitarian services, encourage high ethical standards in all vocations, and help build goodwill an d peace in the world.

Financial Overview — FY 2023

$29K

Total Revenue

$29K

Total Expenses

$21K

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 99.3%

Fundraising Efficiency N/A

Operating Reserve 8.92x

Liability-to-Asset 0.0%

Revenue Diversification 54.9%

Compared with Peers

FY 2023

Compared with 364 similar organizations (United States, Mutual & Membership Benefit, under $100K in expenses), FY 2023.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	99.3%	86.9%	P10P90	Above median
Admin expense ratio Management and general / total expenses · lower is better	0.7%	8.8%	P10P90	Above median
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	0.0%	0.0%	P10P90	Top quarter
Operating reserve Months of expenses covered by net assets · higher is better	8.9 mo	41.3 mo	P10P90	Bottom quarter
Liabilities to assets Total liabilities / total assets · lower is better	0.0%	0.0%	P10P90	Top quarter
Revenue concentration Share of revenue from the largest source · lower is better	54.9%	97.3%	P10P90	Top quarter
Revenue growth Year over year revenue growth	-10.4%	0.2%	P10P90
Expense growth Year over year expense growth	18.4%	1.0%	P10P90
Surplus margin Surplus as a share of revenue	1.8%	15.7%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %
2023	$29K	$29K	$21K	99.3%
2022	$33K	$24K	N/A	—
2021	$19K	$21K	N/A	—

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Organization Details

EIN: 47-1095382
State: NJ
City: BARNEGAT
ZIP: 08005-0474
Classification: Y99
Category: Mutual & Membership Benefit
Rating: 3★
Coverage: B
Last Updated: Aug 2026
IRS Ruling Year: 2010
Foundation Code: 16
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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The coverage grade (A to D) says how much filing data the score rests on; NONE means there is not enough to rate.
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