Order Sons of Italy Joanne Coccia Lodge No 2553 (EIN 330067783) - 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

1992

Legal Domicile

Principal Officer

Paul Finazzo

Phone

9098228740

Tax Period

2023-01-01 to 2023-12-31

Order Sons of Italy Joanne Coccia Lodge No 2553, founded in 1992, is a micro nonprofit in the Community Improvement sector that reported $83K in total revenue in fiscal year 2023. Expenses of $124K exceeded revenue, resulting in a 49% operating deficit.

Mission

To promote Italian American Heritage through fraternal activities, while raising money for 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,800

Investment Income $73,368

Other Revenue $0

TOTAL REVENUE $83,168

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,818

Other Expenses $110,287

TOTAL EXPENSES $124,150

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,168	$77,144	+0.1%
Expenses	$124,150	$113,254	+0.1%
Net Income	$-40,982	$-36,110	+0.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Wayne Beckham	Treasurer	0.00	Officer Director	$0	$0	$0
Paul Finazzo	President	2.00	Director	$0	$0	$0
Michaelynn Minicucci	Rec Secretary	2.00	Director	$0	$0	$0
Judy Romagnoli	Fin Secretary	2.00	Officer	$0	$0	$0
Frank Finazzo Jr	Board Member	2.00	Officer	$0	$0	$0
Mauro Romagnoli	Vice President	2.00	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
2024	No data	No data	No data	No data
2023	$83,168	$124,150	$1,272,466	$-40,982
2022	$77,144	$113,254	$1,180,464	$-36,110
2021	$125,473	$81,107	$1,488,276	$44,366
2020	$177,332	$52,446	$1,352,833	$124,886
2019	$49,294	$81,085	$1,199,536	$-31,791
2018	$166,274	$56,491	$1,034,354	$109,783

Order Sons of Italy Joanne Coccia Lodge No 2553