PASCO J SCHIAVO MEMORIAL CHARITABLE FUND (EIN 922122140) - 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

2023

Legal Domicile

Principal Officer

C DAVID PEDRI

Phone

5708222065

Tax Period

2023-01-31 to 2023-12-31

PASCO J SCHIAVO MEMORIAL CHARITABLE FUND, founded in 2023, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $12.7M in total revenue in fiscal year 2023. The organization ran a surplus of $12.4M, a strong 98% operating margin.

Mission

TO MAKE DISTRIBUTIONS TO ORGANIZATIONS THAT PROMOTE EDUCATIONAL & OTHER HUMANITARIAN PROJECTS

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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 $12,400,000

Program Service Revenue $0

Investment Income $256,374

Other Revenue $0

TOTAL REVENUE $12,656,374

Expense Breakdown

Grants Paid $219,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $219,500

Other Expenses $34,292

TOTAL EXPENSES $253,792

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,656,374	N/A	N/A
Expenses	$253,792	N/A	N/A
Net Income	$12,402,582	N/A	N/A

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

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

$346,398

Total Directors

$346,398

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TARA MUGFORD WILSON	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
C DAVID PEDRI	PRESIDENT	0.10	Officer Director	$0	$39,983	$240,623
LINDA SCHIAVO	VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
DIANE DUTKO	SECRETARY/TREASURER	0.10	Officer Director	$0	$19,871	$105,775
LEE PIATT	DIRECTOR	0.10	Director	$0	$0	$0
JOHN DOWD	DIRECTOR	0.10	Director	$0	$0	$0
JACULIN SCARCELLA	DIRECTOR	0.10	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
2024	No data	No data	No data	No data
2023	$12,656,374	$253,792	$13,287,332	$12,402,582

PASCO J SCHIAVO MEMORIAL CHARITABLE FUND