DEWEY & IRENE BALDOCCHI SCHOLARSHI… - Form 990 Financial Data

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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

Phone

7075663329

Tax Period

2025-01-01 to 2025-12-31

DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND HIGHER EDUCATION, founded in 1981, is a small nonprofit that reported $169K in total revenue in fiscal year 2025. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 62% operating margin.

Mission

MANAGE ENDOWMENT SCHOLARSHIP FUNDS AND DISBURSE IN ACCORDANCE WITH THE WISHES OF THE DONOR.

Program Service Accomplishments

Program 1

Expenses: $52,000

FUNDS PROVIDED FOR HIGHER EDUCATION SCHOLARSHIPS FOR GRADUATES OF CARDINAL NEWMAN HIGH SCHOOL. SCHOLARSHIPS BASED ON 2025 RESULTS AND WILL BE DISTRIBUTED IN 2026

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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 $168,927

Other Revenue $0

TOTAL REVENUE $168,927

Expense Breakdown

Grants Paid $52,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,000

Other Expenses $12,672

TOTAL EXPENSES $64,672

Year-over-Year Comparison

	2025	2024	Change
Revenue	$168,927	$91,922	+0.8%
Expenses	$64,672	$76,388	-0.2%
Net Income	$104,255	$15,534	+5.7%

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

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	$168,927	$64,672	$1,711,669	$104,255
2024	$91,922	$76,388	$1,664,889	$15,534
2023	$56,304	$75,573	$1,563,411	$-19,269
2022	$54,262	$88,016	$1,451,144	$-33,754
2021	$66,842	$72,593	$1,744,615	$-5,751
2020	$-62,923	$69,546	$1,489,872	$-132,469
2019	$21,105	$72,783	$1,537,232	$-51,678
2018	$182,362	$63,618	$1,365,156	$118,744

DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND HIGHER EDUCATION