SONS OF ITALY IN AMERICA 9011 GRAND LODGE OF NE (EIN 476071009) - 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

1939

Legal Domicile

Principal Officer

DAN MATUELLA

Phone

4026895571

Tax Period

2024-10-01 to 2025-09-30

SONS OF ITALY IN AMERICA 9011 GRAND LODGE OF NE, founded in 1939, is a small nonprofit that reported $279K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $99K, a strong 35% operating margin.

Mission

FRATERNAL ORGANIZATION

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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 $270,794

Program Service Revenue $0

Investment Income $8,509

Other Revenue $0

TOTAL REVENUE $279,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,269

Fundraising Expenses $0

Program Expenses $153,835

Other Expenses $159,084

TOTAL EXPENSES $180,353

Year-over-Year Comparison

	2024	2023	Change
Revenue	$279,303	$252,563	+0.1%
Expenses	$180,353	$153,429	+0.2%
Net Income	$98,950	$99,134	0.0%

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

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
TONY SORTINO	TRUSTEE	2.00	Director	$0	$0	$0
GEORGE GRILLO	TRUSTEE	2.00	Director	$0	$0	$0
GARY PROCOPIO	TRUSTEE	2.00	Director	$0	$0	$0
JOE CANIGLIA	TRUSTEE	2.00	Director	$0	$0	$0
TODD PROCOPIO	TRUSTEE	2.00	Director	$0	$0	$0
STEVE LEGRECA	TRUSTEE	2.00	Director	$0	$0	$0
OLA PARTUSCH	TRUSTEE	2.00	Director	$0	$0	$0
RON HUG	TRUSTEE	2.00	Director	$0	$0	$0
DAN MATUELLA	PRESIDENT	2.00	Officer	$0	$0	$0
SAM DIMAURO	VICE PRESIDENT	2.00	Officer	$0	$0	$0
FRANK RAYER	FINANCIAL SECRETARY	2.00	Officer	$0	$0	$0
GARY PROCOPIO	TREASURER	2.00	Officer	$0	$0	$0
LUCIA ST CYR	RECORDING SECRETARY	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
2025	$279,303	$180,353	$1,066,402	$98,950
2024	$252,563	$153,429	$978,685	$99,134
2023	$203,591	$147,968	$887,585	$55,623
2022	$199,260	$107,678	$842,442	$91,582
2021	$196,042	$90,769	$764,468	$105,273
2020	$97,867	$54,696	$659,695	$43,171
2018	$31,844	$21,231	$188,584	$10,613

SONS OF ITALY IN AMERICA 9011 GRAND LODGE OF NE