Sons of Italy in America 1169 (EIN 340541250) - 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

1901

Legal Domicile

Principal Officer

Joseph Rich

Phone

4408123229

Tax Period

2025-01-01 to 2025-12-31

Sons of Italy in America 1169, founded in 1901, is a small nonprofit that reported $151K in total revenue in fiscal year 2025. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 45% operating margin.

Mission

All activities are conducted to support the main purpose of Ashtabula Sons of Italy 1169 This purpose includes College Scholarships Community Service Support Children Activities and charitable activities.

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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 $20,264

Program Service Revenue $37,784

Investment Income $0

Other Revenue $92,891

TOTAL REVENUE $150,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,653

Other Expenses $83,653

TOTAL EXPENSES $83,653

Year-over-Year Comparison

	2025	2024	Change
Revenue	$150,939	$90,272	+0.7%
Expenses	$83,653	$78,761	+0.1%
Net Income	$67,286	$11,511	+4.8%

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

450

Independent Members

450

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
Joseph Rich	President	10.00	Officer Director	$0	$0	$0
Eric Smith	Orator	10.00	Officer Director	$0	$0	$0
Terry Guerriero	Head Trustee	10.00	Director	$0	$0	$0
Ronald Licata	Trustee	10.00	Director	$0	$0	$0
Stephanie Corlew	Trustee	10.00	Director	$0	$0	$0
Robert Dille	Trustee	10.00	Director	$0	$0	$0
Lyndsey Carbon	Trustee	10.00	Director	$0	$0	$0
Frank Silva	Vice President	10.00	Officer	$0	$0	$0
Roland Valentic	Treasurer	10.00	Officer	$0	$0	$0
Robin J Napolitan	Finacial Secretary	10.00	Officer	$0	$0	$0
Joyce Carbon	Recording Secretary	10.00	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
2025	$150,939	$83,653	$276,001	$67,286

Sons of Italy in America 1169