SCHOLARSHIP FUND OF STEAMFITTERS LU 420 (EIN 236919093) - 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

1987

Legal Domicile

Principal Officer

THOMAS F REDDEN III

Phone

2673504200

Tax Period

2024-05-01 to 2025-04-30

SCHOLARSHIP FUND OF STEAMFITTERS LU 420, founded in 1987, is a small nonprofit in the Education sector that reported $283K in total revenue in fiscal year 2024. The organization ran a surplus of $153K, a strong 54% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS.

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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 $215,602

Program Service Revenue $0

Investment Income $19,027

Other Revenue $48,834

TOTAL REVENUE $283,463

Expense Breakdown

Grants Paid $126,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $130,766

Other Expenses $4,766

TOTAL EXPENSES $130,766

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,463	$277,485	+0.0%
Expenses	$130,766	$150,201	-0.1%
Net Income	$152,697	$127,284	+0.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES SNELL	CO-CHAIRMAN	1.00	Director	$0	$0	$0
JIM DOUGHERTY	CO-CHARIMAN	1.00	Director	$0	$0	$0
THOMAS REDDEN	TRUSTEE	1.00	Director	$0	$0	$0
JAMES P GAFFNEY	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL GARBACK	TRUSTEE	1.00	Director	$0	$0	$0
ORVILLE ROBINSON	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	$283,463	$130,766	$995,830	$152,697
2024	$277,485	$150,201	$843,117	$127,284
2023	$244,745	$160,524	$716,068	$84,221
2022	$295,160	$140,656	$632,295	$154,504
2021	$79,036	$139,790	$479,016	$-60,754
2020	$132,303	$149,863	$539,667	$-17,560
2019	$165,233	$143,436	$555,463	$21,797
2018	$129,186	$149,311	$533,666	$-20,125

SCHOLARSHIP FUND OF STEAMFITTERS LU 420