ITALO-AMERICAN LODGE

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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

1948

Legal Domicile

Principal Officer

TONY MARTIN

Phone

2097238541

Tax Period

2023-01-01 to 2023-12-31

ITALO-AMERICAN LODGE, founded in 1948, is a small nonprofit that reported $168K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $158K left a modest 6% surplus.

Mission

TO PERFORM SOCIAL, EDUCATIONAL, CHARITABLE, RECREATIONAL, FRATERNAL AND OTHER SIMILAR SERVICES FOR ITS MEMBERS AND FOR THE BENEFIT OF THE COMMUNITY IN GENERAL.

Program Service Accomplishments

Program 1

Expenses: $950

DEATH BENEFITS ARE PROVIDED TO FAMILIES OF MEMBERS OF THE ORGANIZATION WHO HAVE PASSED AWAY.

Program 2

Expenses: $6,000

SCHOLARSHIP FUND PROVIDES COLLEGE SCHOLARSHIPS TO STUDENTS OF ITALIAN DESCENT IN THE MERCED COUNTY AREA.

Program 3

Expenses: $4,201

VARIOUS DONATIONS TO LOCAL COMMUNITY ORGANIZATIONS

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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 $23,057

Program Service Revenue $0

Investment Income $16,229

Other Revenue $128,558

TOTAL REVENUE $167,844

Expense Breakdown

Grants Paid $10,201

Salaries & Benefits $41,458

Fundraising Expenses $0

Program Expenses $11,151

Other Expenses $105,251

TOTAL EXPENSES $157,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$167,844	$135,386	+0.2%
Expenses	$157,860	$131,947	+0.2%
Net Income	$9,984	$3,439	+1.9%

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

260

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 MARTIN	PRESIDENT	8.00	Officer	$0	$0	$0
PAUL FRAGULIA	VICE-PRESIDENT	8.00	Officer	$0	$0	$0
SAM DIELE	TREASURER	8.00	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	$167,844	$157,860	$609,972	$9,984
2022	$135,386	$131,947	$588,796	$3,439
2021	$126,562	$90,567	$620,837	$35,995
2020	$105,201	$97,132	$579,017	$8,069
2019	$117,387	$129,780	$582,359	$-12,393
2018	$165,539	$140,478	$569,605	$25,061