Order Sons of Italy In America 1991 (EIN 237633487) - 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

1949

Legal Domicile

Phone

3103201287

Tax Period

2024-01-01 to 2024-12-31

Order Sons of Italy In America 1991, founded in 1949, is a micro nonprofit that reported $53K in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. Expenses of $65K exceeded revenue, resulting in a 22% operating deficit.

Mission

To promote Italian American heritage through fraternal activities, while raising funds for the Sons of Italy Western Foundations charities and scholarships.

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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 $35,867

Program Service Revenue $0

Investment Income $5

Other Revenue $17,226

TOTAL REVENUE $53,098

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,061

Other Expenses $64,700

TOTAL EXPENSES $64,700

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,098	$56,031	-0.1%
Expenses	$64,700	$55,791	+0.2%
Net Income	$-11,602	$240	-49.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Annette Porter	President	Officer Director	$0	$0	$0
Stephen E Guthrie	Immediate Past President	Officer Director	$0	$0	$0
Vicky Tondolo	Secretary	Officer Director	$0	$0	$0
David P Lavezzari	Financial Secretary	Officer Director	$0	$0	$0
Anthony Giamberdino	Orator	Officer Director	$0	$0	$0
Vincent Manto	Head Trustee	Officer Director	$0	$0	$0
John Barbera	Trustee	Officer Director	$0	$0	$0
Rick Lavezzari	Trustee	Officer Director	$0	$0	$0
Carlo Agrusa	Trustee	Officer Director	$0	$0	$0
Joyce Barney	Treasurer	Officer Director	$0	$0	$0
Linda Barker	Mistress of Ceremony	Officer Director	$0	$0	$0
Mary Paradice	Mistress of Ceremony	Officer Director	$0	$0	$0
Italia Barbera	Sentinnel	Officer Director	$0	$0	$0
Mitch Patalano	Trustee	Officer 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	$53,098	$64,700	$19,595	$-11,602
2023	$56,031	$55,791	$31,198	$240
2022	$33,738	$30,824	$30,958	$2,914
2021	$23,889	$22,387	$28,044	$1,502
2020	$19,321	$20,057	$26,543	$-736
2019	$37,253	$32,104	$27,279	$5,149
2018	$43,307	$46,441	$22,130	$-3,134

Order Sons of Italy In America 1991