MATTHEW J DELUCA-DOMINIC OLIVO SCHOLARSHIP FUND (EIN 341691110) - 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

1991

Legal Domicile

Principal Officer

ANTHONY D LIBERATORE JR

Phone

2164321022

Tax Period

2023-01-01 to 2023-12-31

MATTHEW J DELUCA-DOMINIC OLIVO SCHOLARSHIP FUND, founded in 1991, is a micro nonprofit in the Education sector that reported $89K in total revenue in fiscal year 2023. Revenue fell 71% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $58K, a strong 65% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO STUDENTS OF MEMBERS OF THE UNION. (CONTINUED ON SCHEDULE O)STUDENTS ARE ELIGIBLE WHEN THEIR FAMILY MEMBER HAS BEEN A UNION MEMBER FOR AT LEAST TEN CONSECUTIVE YEARS.

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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 $14,972

Program Service Revenue $0

Investment Income $51,048

Other Revenue $23,286

TOTAL REVENUE $89,306

Expense Breakdown

Grants Paid $18,060

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,060

Other Expenses $13,206

TOTAL EXPENSES $31,266

Year-over-Year Comparison

	2023	2022	Change
Revenue	$89,306	$307,957	-0.7%
Expenses	$31,266	$32,480	0.0%
Net Income	$58,040	$275,477	-0.8%

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

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

$1,079,237

Total Directors

$2,341,679

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY D LIBERATORE JR	CO-CHAIRMAN	5.00	Officer Director	$0	$210,111	$714,186
JOHN G PERRI	CO-CHAIRMAN	5.00	Officer Director	$0	$121,201	$365,051
LEONARD D RIZZO	TRUSTEE	1.00	Director	$0	$101,176	$292,851
MALLORY V JACKSON	TRUSTEE	1.00	Director	$0	$104,454	$443,324
KARL WELMS	TRUSTEE	1.00	Director	$0	$96,615	$278,090
DAVE FERRIS	TRUSTEE	1.00	Director	$0	$12,752	$44,254
COLIN SIKON	TRUSTEE	1.00	Director	$0	$75,852	$203,923

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	$89,306	$31,266	$1,046,738	$58,040
2022	$307,957	$32,480	$957,117	$275,477
2021	$105,731	$37,132	$752,153	$68,599
2020	$80,064	$37,519	$690,797	$42,545
2019	$180,823	$33,689	$602,695	$147,134
2018	$47,365	$33,102	$423,343	$14,263

MATTHEW J DELUCA-DOMINIC OLIVO SCHOLARSHIP FUND