LOCAL 210'S SCHOLARSHIP & EDUCATION FUND (EIN 133023142) - 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

1980

Legal Domicile

Principal Officer

ROBERT BELLACH

Phone

2127573463

Tax Period

2023-01-01 to 2023-12-31

LOCAL 210'S SCHOLARSHIP & EDUCATION FUND, founded in 1980, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 225% from the prior year, signaling strong growth momentum. The organization ran a surplus of $803K, a strong 76% operating margin.

Mission

TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO UNION MEMBERS AND THEIR DEPENDENTS.

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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 $0

Program Service Revenue $216,351

Investment Income $845,428

Other Revenue $80

TOTAL REVENUE $1,061,859

Expense Breakdown

Grants Paid $207,006

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $207,006

Other Expenses $51,924

TOTAL EXPENSES $258,930

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,061,859	$326,714	+2.3%
Expenses	$258,930	$254,779	+0.0%
Net Income	$802,929	$71,935	+10.2%

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

$391,891

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BELLACH	CHAIRMAN/ADMINISTRATOR	1.00	Director	$0	$0	$217,286
MARTIN DILLON	EMPLOYER TRUSTEE	1.00	Director	$0	$0	$10,500
PEDRO CARDI	UNION TRUSTEE	1.00	Director	$0	$0	$164,105

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	No data	No data	No data	No data
2023	$1,061,859	$258,930	$3,537,258	$802,929
2022	$326,714	$254,779	$3,088,400	$71,935
2021	$233,017	$134,029	$3,628,120	$98,988
2020	$314,349	$97,818	$3,141,479	$216,531
2018	$275,167	$156,842	$2,309,132	$118,325

LOCAL 210'S SCHOLARSHIP & EDUCATION FUND