DEWEY & IRENE BALDOCCHI HIGH SCHOOL SCHOLARSHIP FUND (EIN 686085993) - 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

1981

Legal Domicile

Principal Officer

JOSEPH OBERTING

Tax Period

2025-01-01 to 2025-12-31

DEWEY & IRENE BALDOCCHI HIGH SCHOOL SCHOLARSHIP FUND, founded in 1981, is a small nonprofit that reported $122K in total revenue in fiscal year 2025. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66K, a strong 54% operating margin.

Mission

SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS AND PRIVATE CATHOLIC HIGH 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $122,331

Other Revenue $0

TOTAL REVENUE $122,331

Expense Breakdown

Grants Paid $47,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,000

Other Expenses $9,753

TOTAL EXPENSES $56,753

Year-over-Year Comparison

	2025	2024	Change
Revenue	$122,331	$72,951	+0.7%
Expenses	$56,753	$56,504	+0.0%
Net Income	$65,578	$16,447	+3.0%

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
JOSEPH OBERTING	Trustee	1.00	Director	$0	$0	$0
MARTIN MCCORMICK	Trustee	1.00	Director	$0	$0	$0
DAN GALVIN	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	$122,331	$56,753	$1,283,550	$65,578
2024	$72,951	$56,504	$1,255,800	$16,447
2023	$43,273	$55,876	$1,175,850	$-12,603
2022	$38,775	$57,667	$1,088,698	$-18,892
2021	$62,566	$54,913	$1,297,070	$7,653
2020	$806	$52,383	$1,145,610	$-51,577
2019	$683	$54,220	$1,180,762	$-53,537
2018	$137,329	$55,230	$1,060,031	$82,099

DEWEY & IRENE BALDOCCHI HIGH SCHOOL SCHOLARSHIP FUND