IUOE LOCAL 94 94A SCHOLARSHIP FUND (EIN 133872320) - 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

Phone

2123311800

Tax Period

2023-10-01 to 2024-09-30

IUOE LOCAL 94 94A SCHOLARSHIP FUND, founded in 1996, is a small nonprofit in the Education sector that reported $209K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $56K, a strong 27% operating margin.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE SCHOLARSHIPS FOR CHILDREN OF THE MEMBERS OF IUOE LOCAL 94.

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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 $167,916

Program Service Revenue $0

Investment Income $41,292

Other Revenue $0

TOTAL REVENUE $209,208

Expense Breakdown

Grants Paid $130,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,000

Other Expenses $23,592

TOTAL EXPENSES $153,592

Year-over-Year Comparison

	2023	2022	Change
Revenue	$209,208	$250,075	-0.2%
Expenses	$153,592	$138,792	+0.1%
Net Income	$55,616	$111,283	-0.5%

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

Total Directors

$1,287,817

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KUBA J BROWN	TRUSTEE	1.00	Director	$0	$103,317	$500,422
RAYMOND MACCO	TRUSTEE	1.00	Director	$0	$96,237	$413,156
MICHAEL GADALETA	TRUSTEE	1.00	Director	$0	$91,573	$374,239

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	$209,208	$153,592	$1,883,938	$55,616
2023	$250,075	$138,792	$1,527,289	$111,283
2022	$301,545	$143,110	$1,387,004	$158,435
2021	$121,243	$137,674	$1,455,966	$-16,431
2020	$177,770	$135,019	$1,332,462	$42,751
2019	$205,232	$135,775	$1,241,163	$69,457
2018	$199,017	$97,148	$1,168,798	$101,869

IUOE LOCAL 94 94A SCHOLARSHIP FUND