Joseph V Galati Sons and Daughters of Italy Lodge 2857 (EIN 271750880) - 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

2010

Legal Domicile

Principal Officer

Mike Roberts

Phone

7176529976

Tax Period

2024-01-01 to 2024-12-31

Joseph V Galati Sons and Daughters of Italy Lodge 2857, founded in 2010, is a small nonprofit that reported $501K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $611K exceeded revenue, resulting in a 22% operating deficit.

Mission

We are a fraternal organization dedicated to the preservation of our Italian Heritage culture and language in honor of our ancestors

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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 $22,805

Program Service Revenue $0

Investment Income $0

Other Revenue $478,655

TOTAL REVENUE $501,460

Expense Breakdown

Grants Paid $73,669

Salaries & Benefits $166,349

Fundraising Expenses $0

Other Expenses $371,306

TOTAL EXPENSES $611,324

Year-over-Year Comparison

	2024	2023	Change
Revenue	$501,460	$369,231	+0.4%
Expenses	$611,324	$545,983	+0.1%
Net Income	$-109,864	$-176,752	-0.4%

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

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	Role	Reportable Comp	Other Comp	Total
DAVE COSTANZA	Trustee	Officer Director	$0	$0	$0
MICHELINA MARSICO	Treasurer	Officer Director	$0	$0	$0
ALPHONSO ROSSI	Trustee	Director	$0	$0	$0
RANDY SIGNOR JR	Trustee	Officer Director	$0	$0	$0
ROSEMARY KEFFER	Trustee	Officer Director	$0	$0	$0
MICHAEL MARTELLA	Vice President	Officer	$0	$0	$0
MICHAEL ROBERTS	President	Officer	$0	$0	$0
SAMUEL Q MARSICO	Financial Secretary	Officer	$0	$0	$0
PATRICIA SABOL	Recording Secretary	Officer	$0	$0	$0
TIFFANY JONES	Manager	Key Emp	$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	$501,460	$611,324	$1,233,598	$-109,864
2023	$369,231	$545,983	$1,170,000	$-176,752
2022	$545,567	$586,767	$1,144,000	$-41,200
2021	$520,618	$547,384	$1,081,800	$-26,766
2020	$309,930	$351,481	$827,208	$-41,551
2019	$510,945	$495,812	$780,300	$15,133
2018	$526,547	$554,409	$775,625	$-27,862

Joseph V Galati Sons and Daughters of Italy Lodge 2857