Italian American Heritage Society (EIN 271162688) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

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

2014

Legal Domicile

Principal Officer

Kristen Letcher

Tax Period

2024-01-01 to 2024-12-31

ITALIAN AMERICAN HERITAGE SOCIETY, founded in 2012, is a micro nonprofit in the Education sector that reported $33K in total revenue in fiscal year 2018. Revenue fell 90% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $16K, a strong 47% operating margin.

Mission

The purpose of the IAHS is to encourage, promote, and preserve Italian cultureand heritage. Activities centered upon, Itailan traditions, foods language, culture, history, religion, folklore, customs, celebrations.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,166

Program Service Revenue $248,903

Investment Income $15,906

Other Revenue $4,479

TOTAL REVENUE $283,454

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,761

Other Expenses $194,956

TOTAL EXPENSES $202,348

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,454	N/A	N/A
Expenses	$202,348	N/A	N/A
Net Income	$81,106	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
Rose M Lanzi	President	005.00	Director	$0	$0	$0
Michael Giardina	Vice-President	005.00	Director	$0	$0	$0
Sarah Caiola	Secretary	005.00	Director	$0	$0	$0
Kristen Letcher	Treasurer	005.00	Director	$0	$0	$0
Victor J Graffeo	Chaplin	005.00	Director	$0	$0	$0
Jeanette M Alexander	membership	005.00	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	$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

Italian American Heritage Society