ITALIAN AMERICAN HERITAGE SOCIETY

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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

2014

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

ITALIAN AMERICAN HERITAGE SOCIETY, founded in 2014, is a small nonprofit in the Education sector that reported $333K in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $299K left a modest 10% surplus.

Mission

THE PURPOSE OF THE IAHS IS TO ENCOURAGE, PROMOTE, AND PRESERVE ITALIAN CULTUREAND HERITAGE. ACTIVITIES CENTERED UPON ITALIAN TRADTIONS, SUCH AS FOOD,LANGUAGE, HISTORY,RELIGION AND FOLKLORE,CUSTOMS AND TRADTION.

Program Service Accomplishments

Program 1

Expenses: $298,994 Revenue: $332,909

We have provided Scholarships to 4 High school members. UAB university Italian dept Birmingham sidewalk film festival Festa Italiana annual event

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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 (2025)

Revenue Breakdown

Contributions & Grants $332,909

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $332,909

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $298,994

Other Expenses $298,994

TOTAL EXPENSES $298,994

Year-over-Year Comparison

	2025	2024	Change
Revenue	$332,909	$283,454	+0.2%
Expenses	$298,994	$202,348	+0.5%
Net Income	$33,915	$81,106	-0.6%

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
Michael Giardina	President	Officer	$0	$0	$0
Matt Scalici	Vice-President	Officer	$0	$0	$0
Kristin Letcher	Treasury	Officer	$0	$0	$0
Mike Graffeo	Secretary	Officer	$0	$0	$0
Laura Ottaviani Chacon	Membership	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
2025	$332,909	$298,994	$442,443	$33,915
2024	$283,454	$202,348	$464,692	$81,106
2020	$23,515	$7,213	$301,518	$16,302
2019	$52,202	$25,508	$285,216	$26,694
2018	$33,338	$17,773	$258,522	$15,565