DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR STUDENTS OF ST ROSE SCHOOL (EIN 686085995) - 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

DEACON JOE OBERTING

Phone

7075663329

Tax Period

2024-01-01 to 2024-12-31

DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR STUDENTS OF ST ROSE SCHOOL, founded in 1981, is a micro nonprofit that reported $63K in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13K, a strong 20% operating margin.

Mission

FUNDS PROVIDED FOR SCHOLARSHIPS FOR STUDENTS AT ST ROSE SCHOOL.

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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 $0

Program Service Revenue $0

Investment Income $62,516

Other Revenue $0

TOTAL REVENUE $62,516

Expense Breakdown

Grants Paid $41,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $41,000

Other Expenses $8,854

TOTAL EXPENSES $49,854

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,516	$38,242	+0.6%
Expenses	$49,854	$48,820	+0.0%
Net Income	$12,662	$-10,578	-2.2%

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
DEACON JOE 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	No data	No data	No data	No data
2024	$62,516	$49,854	$1,089,265	$12,662
2023	$38,242	$48,820	$1,018,092	$-10,578
2022	$31,380	$50,578	$943,982	$-19,198
2021	$45,608	$47,917	$1,124,775	$-2,309
2020	$-3,619	$45,395	$997,252	$-49,014
2019	$242	$47,382	$1,025,636	$-47,140
2018	$121,255	$48,283	$921,273	$72,972

DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR STUDENTS OF ST ROSE SCHOOL