ORDER ITALIAN SONS AND DAUGHTERS OF 269 VOLARE LODGE (EIN 222359098) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

THERESE L CALOVINI

Phone

7162831656

Tax Period

2023-01-01 to 2023-12-31

ORDER ITALIAN SONS AND DAUGHTERS OF 269 VOLARE LODGE, founded in 1980, is a small nonprofit that reported $226K in total revenue in fiscal year 2023. The organization ran a surplus of $169K, a strong 74% operating margin.

Mission

MAKE DONATIONS TO A VARIETY OF LOCAL CHARITIES, PROVIDE SCHOLARSHIPS AND PROVIDE ADVISEMENT SERVICES TO THE SAME.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $12,037

Program Service Revenue $0

Investment Income $204,597

Other Revenue $9,675

TOTAL REVENUE $226,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,701

Other Expenses $57,750

TOTAL EXPENSES $57,750

Year-over-Year Comparison

	2023	2022	Change
Revenue	$226,309	N/A	N/A
Expenses	$57,750	N/A	N/A
Net Income	$168,559	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DEBBIE LOMBARDO	TRUSTEE	005.00	Director	$0	$0	$0
BARBARA JACKLIN	TRUSTEE	005.00	Director	$0	$0	$0
PHYLLIS VIOLANTI	TRUSTEE	005.00	Director	$0	$0	$0
LARRY RISIO	TRUSTEE	005.00	Director	$0	$0	$0
DANIELLE SALASAVAGE	PRESIDENT	005.00	Officer	$0	$0	$0
SAM ARCHIE	VICE PRESIDENT	005.00	Officer	$0	$0	$0
MARIA VITELLO	SECRETARY	005.00	Officer	$0	$0	$0
THERESE CALOVINI	TREASURER	005.00	Officer	$0	$0	$0
MARY ROSE ARCHIE	FINANCIAL SECRETARY	005.00	Officer	$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
2023	$226,309	$57,750	$366,009	$168,559
2021	$34,305	$60,057	$292,709	$-25,752
2020	$42,041	$71,767	$333,788	$-29,726
2019	$116,615	$144,690	$348,168	$-28,075
2018	$119,712	$102,137	$213,086	$17,575

ORDER ITALIAN SONS AND DAUGHTERS OF 269 VOLARE LODGE