LONG ISLAND CADDIE SCHOLARSHIP FUND INC (EIN 136166011) - 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

1962

Legal Domicile

Principal Officer

JAMES L DUNNE

Phone

9149094869

Tax Period

2023-11-01 to 2024-10-31

LONG ISLAND CADDIE SCHOLARSHIP FUND INC, founded in 1962, is a small nonprofit in the Education sector that reported $590K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $176K, a strong 30% operating margin.

Mission

TO CREATE AND/OR GRANT SCHOLARSHIPS TO COLLEGES, UNIVERSITIES OR OTHER INSTITUTIONS OF HIGHER EDUCATION FOR NEEDY & DESERVING INDIVIDUALS WHO ARE GOLF CADDIES OR FORMER CADDIES.

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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 $557,451

Program Service Revenue $0

Investment Income $35,905

Other Revenue $-3,752

TOTAL REVENUE $589,604

Expense Breakdown

Grants Paid $344,000

Salaries & Benefits $0

Fundraising Expenses $11,680

Program Expenses $375,048

Other Expenses $70,050

TOTAL EXPENSES $414,050

Year-over-Year Comparison

	2023	2022	Change
Revenue	$589,604	$446,994	+0.3%
Expenses	$414,050	$346,575	+0.2%
Net Income	$175,554	$100,419	+0.7%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL J SULLIVAN	PRESIDENT	3.00	Officer Director	$0	$0	$0
DONALD J HENDLER	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
ADAM RUSSELL	SECRETARY	3.00	Officer Director	$0	$0	$0
JAMES L DUNNE	TREASURER	3.00	Officer Director	$0	$0	$0
ALAN FINKELSTEIN	DIRECTOR	3.00	Director	$0	$0	$0
ANDREW RUBIN	DIRECTOR	3.00	Director	$0	$0	$0
BRENDAN CARROLL	DIRECTOR	3.00	Director	$0	$0	$0
DAN ABBONDANDOLO	DIRECTOR	3.00	Director	$0	$0	$0
DAVID BARRETT	DIRECTOR	3.00	Director	$0	$0	$0
GEORGE GATTA	DIRECTOR	3.00	Director	$0	$0	$0
JAMES D TOMLIN	DIRECTOR	3.00	Director	$0	$0	$0
JARED BRECHER	DIRECTOR	3.00	Director	$0	$0	$0
JAY SESSA II	DIRECTOR	3.00	Director	$0	$0	$0
JOHN H TREIBER	DIRECTOR	3.00	Director	$0	$0	$0
JORDAN A ZIEGLER	DIRECTOR	3.00	Director	$0	$0	$0
JOSEPH SALADINO	DIRECTOR	3.00	Director	$0	$0	$0
ROBERT BASEL	DIRECTOR	3.00	Director	$0	$0	$0
ROBERT CAPAZZI	DIRECTOR	3.00	Director	$0	$0	$0
ROBERT MEYER JR	DIRECTOR	3.00	Director	$0	$0	$0
STEPHEN SMITH	DIRECTOR	3.00	Director	$0	$0	$0
TED TASHLIK	DIRECTOR	3.00	Director	$0	$0	$0
WILLIAM HENRY	DIRECTOR	3.00	Director	$0	$0	$0

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	$589,604	$414,050	$1,386,805	$175,554
2023	$446,994	$346,575	$1,115,406	$100,419
2022	$757,789	$246,571	$917,487	$511,218
2021	$351,181	$211,517	$405,019	$139,664
2020	$243,694	$112,753	$300,355	$130,941
2019	$283,457	$381,988	$303,164	$-98,531
2018	$293,638	$357,621	$361,945	$-63,983

LONG ISLAND CADDIE SCHOLARSHIP FUND INC