SOUTH JERSEY SCHOLARSHIP FUND INC (EIN 223816165) - 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

2001

Legal Domicile

Principal Officer

MRS STACY NAPOLITANO

Phone

8567567900

Tax Period

2023-07-01 to 2024-06-30

SOUTH JERSEY SCHOLARSHIP FUND INC, founded in 2001, is a small nonprofit in the Education sector that reported $202K in total revenue in fiscal year 2023. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 25% operating margin.

Mission

TUITION ASSISTANCE IS PROVIDED TO STUDENTS OF DIOCESAN ELEMENTARY AND SECONDARY SCHOOLS.

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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 $198,601

Program Service Revenue $0

Investment Income $3,769

Other Revenue $0

TOTAL REVENUE $202,370

Expense Breakdown

Grants Paid $151,000

Salaries & Benefits $0

Fundraising Expenses $500

Program Expenses $151,000

Other Expenses $1,107

TOTAL EXPENSES $152,107

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,370	$128,762	+0.6%
Expenses	$152,107	$111,522	+0.4%
Net Income	$50,263	$17,240	+1.9%

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
MR WILLIAM P CURTIS JR	PRESIDENT	1.00	Officer Director	$0	$0	$0
MRS CHRISTINE MESSINA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MR THOMAS IACOVONE	TREASURER	1.00	Officer Director	$0	$0	$0
MRS STACY NAPOLITANO	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS BARBERA	TRUSTEE	1.00	Director	$0	$0	$0
JAMES BEACH	TRUSTEE	1.00	Director	$0	$0	$0
JACQUELINE BULL	TRUSTEE	1.00	Director	$0	$0	$0
JOHN FINLEY	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES FOULKE	TRUSTEE	1.00	Director	$0	$0	$0
MRS MARIANN GILBRIDE	TRUSTEE	1.00	Director	$0	$0	$0
MSGR ANDREW MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
NEIL MCPEAK	TRUSTEE	1.00	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
2025	No data	No data	No data	No data
2024	$202,370	$152,107	$81,670	$50,263
2023	$128,762	$111,522	$31,407	$17,240
2022	$53,503	$104,253	$14,167	$-50,750
2021	$237,063	$225,600	$64,917	$11,463
2021	$237,063	$225,600	$64,917	$11,463
2020	$46,972	$30	$53,454	$46,942
2019	$6,453	$82,350	$6,511	$-75,897
2018	$82,607	$2,510	$82,408	$80,097

SOUTH JERSEY SCHOLARSHIP FUND INC