OSIA Lodge 2662 (EIN 570961324) - 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

Gina Tierney

Phone

8432152662

Tax Period

2025-01-01 to 2025-12-31

OSIA Lodge 2662, founded in 1992, is a small nonprofit that reported $354K in total revenue in fiscal year 2025. Expenses of $343K left a modest 3% surplus.

Mission

The mission of Sons of Italy is to promote and to preserve the Italian and Italian American culture and encourage educational excellence.

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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 $23,915

Program Service Revenue $291,452

Investment Income $3,582

Other Revenue $35,143

TOTAL REVENUE $354,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $333,008

Other Expenses $342,909

TOTAL EXPENSES $342,909

Year-over-Year Comparison

	2025	2024	Change
Revenue	$354,092	$360,602	0.0%
Expenses	$342,909	$399,747	-0.1%
Net Income	$11,183	$-39,145	-1.3%

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

N/A

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
Deb Rizzo	Mistress of Ceremonies	3.00	Officer Director	$0	$0	$0
Frank Baldari	Orator	3.00	Officer Director	$0	$0	$0
Phil Rizzo	Master of Ceremonies	3.00	Officer Director	$0	$0	$0
CindyLou Nelson	Recording Secretary	3.00	Director	$0	$0	$0
Teresa DArcy	Treasurer	3.00	Director	$0	$0	$0
Anita Brooks	Trustee	3.00	Director	$0	$0	$0
Gina Tierney	President	3.00	Officer Director	$0	$0	$0
Lou Brooks	Trusteee	3.00	Director	$0	$0	$0
Audrey Barnes	Trustee	3.00	Director	$0	$0	$0
John A Raucci	Vice President	3.00	Director	$0	$0	$0
Maureen Cahill	Trustee	3.00	Director	$0	$0	$0
Joyce Rohan	Treasurer	3.00	Director	$0	$0	$0
Deb Rodey	Trustee	3.00	Director	$0	$0	$0
Kay Graham	Guard	3.00	Director	$0	$0	$0
Lola Tornabene	Past President	3.00	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
2025	$354,092	$342,909	$796,172	$11,183
2024	$360,602	$399,747	$805,236	$-39,145
2023	$354,315	$338,475	$895,847	$15,840
2022	$372,093	$329,678	$910,518	$42,415
2021	$345,222	$308,647	$891,859	$36,575
2019	$255,326	$215,850	$784,937	$39,476
2018	$224,988	$175,635	$666,691	$49,353

OSIA Lodge 2662