JAMES DUFFY SR LOCAL 138 SCHOLARSHIP F (EIN 116471119) - 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

1996

Legal Domicile

Principal Officer

JOHN DUFFY

Phone

6316942480

Tax Period

2024-10-01 to 2025-09-30

JAMES DUFFY SR LOCAL 138 SCHOLARSHIP F, founded in 1996, is a micro nonprofit in the Education sector that reported $87K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

THE PURPOSE OF THE FUND IS TO PROVIDE SCHOLARSHIPS FOR CHILDREN OF MEMBERS OF THE IUOE LOCAL 138.

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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 $145,353

Program Service Revenue $0

Investment Income $6,905

Other Revenue $-64,817

TOTAL REVENUE $87,441

Expense Breakdown

Grants Paid $41,500

Salaries & Benefits $30,198

Fundraising Expenses $0

Program Expenses $41,500

Other Expenses $20,557

TOTAL EXPENSES $92,255

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,441	$63,489	+0.4%
Expenses	$92,255	$58,726	+0.6%
Net Income	$-4,814	$4,763	-2.0%

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

N/A

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

$1,274,578

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM DUFFY JR	TRUSTEE	2.00	Officer	$0	$95,544	$413,134
JOHN DUFFY	TRUSTEE	2.00	Officer	$0	$79,044	$447,085
JOHN J DUFFY	TRUSTEE	2.00	Officer	$0	$94,344	$414,359
DENNIS ADRIAN	BUSINESS REPRESENTATIVE	0.00	Highest	$0	$94,469	$403,638
ANTHONY MALIZIA	BUSINESS REPRESENTATIVE	0.00	Highest	$0	$94,344	$416,856
CHRIS DUFFY	ANNUITY ADMIN	0.00	Highest	$0	$63,676	$370,887
SHAWN COLES	BUSINESS REPRESENTATIVE	0.00	Highest	$0	$94,344	$416,812
STEVE BARNETT	PLAN ADMINISTRATOR	0.00	Highest	$0	$79,068	$387,539

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	$87,441	$92,255	$194,029	$-4,814
2019	$29,135	$72,370	$292,704	$-43,235
2018	$78,570	$49,264	$317,864	$29,306

JAMES DUFFY SR LOCAL 138 SCHOLARSHIP F