PENNSYLVANIA SONS AND DAUGHTERS OF ITALY (EIN 250946654) - 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

1939

Legal Domicile

Principal Officer

JULIE DOBISH

Phone

7247749772

Tax Period

2022-01-01 to 2022-12-31

PENNSYLVANIA SONS AND DAUGHTERS OF ITALY, founded in 1939, is a micro nonprofit in the Mutual Benefit sector that reported $83K in total revenue in fiscal year 2022. Revenue decreased 16% compared to the prior year. Expenses of $100K exceeded revenue, resulting in a 21% operating deficit.

Mission

EDUCATION, HISTORY AND KNOWLEDGE OF ITALIAN CULTURE AND ANCESTRY.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $4,420

Program Service Revenue $34,958

Investment Income $0

Other Revenue $43,199

TOTAL REVENUE $82,577

Expense Breakdown

Grants Paid $230

Salaries & Benefits $46,853

Fundraising Expenses $0

Other Expenses $52,469

TOTAL EXPENSES $99,552

Year-over-Year Comparison

	2022	2021	Change
Revenue	$82,577	$97,838	-0.2%
Expenses	$99,552	$94,757	+0.1%
Net Income	$-16,975	$3,081	-6.5%

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

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

$5,876

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWN KOHLER	TRUSTEE	4.00	Director	$2,938	$0	$2,938
NICOLE KOHLER	SECRETARY	N/A	Officer	$0	$0	$0
MIKE MILLER	TRUSTEE	4.00	Director	$2,938	$0	$2,938
DON ZAHN	TRUSTEE	N/A	Director	$0	$0	$0
JULIE DOBISH	PRESIDENT	N/A	Officer	$0	$0	$0
GLEN KENNEDY	VICE PRESIDE	N/A	Officer	$0	$0	$0
DAWN MILLER	TREASURER	N/A	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
2022	$82,577	$99,552	$64,634	$-16,975
2021	$97,838	$94,757	$81,684	$3,081
2020	$54,569	$66,998	$78,439	$-12,429
2019	$134,468	$128,190	$90,868	$6,278
2018	$106,736	$110,366	$84,590	$-3,630

PENNSYLVANIA SONS AND DAUGHTERS OF ITALY