Sons of Italy in America 2016 Watsonville

Nonprofit profile at a glance

EIN
237633495
IRS 990 coverage
2020–2024
Forms available
Form 990 2024, Form 990-N 2013
Location
Watsonville, CA, USA
Phone
8314760306
Rating
48
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$186,133
Expenses
$65,896
Assets
$663,196
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • JANEY LEONARDICH (President)
  • SILVIA PREVEDELLI (Vice President)

People named in this filing

  • FRANCES DELFINO (Trustee)
  • MELISSA RIMASSA (Trustee)
  • CHERYL DAUGHENBAUGH (Head Trustee)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The order sons of italy in america is italian americans celebrating our heritage and helping to build a better tomorrow. It is the largest and longest-established national organization for men and women of italian heritage in the united states.the mission of the order sons of italy in america is to promote and preserve the history, the traditions, the culture and the language of italy for the benefit of all humanity.the watsonville lodge of osia promotes the italian culture and language, preserves italian american traditions, history and heritage, as well as participants in philanthropic and social undertakings. Annually the lodge donates to: college scholarships for local high school seniors of italian descent; the cooley's anemia and alzheimer's foundations; scholarships for students to study abroad in italy(through the sons of italy western foundation).the lodge also supports charitable causes as the need arises, including the santa county volunteer center human race, the pajaro val

What it reported doing in 2024

Support of community charities

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 41
  • Transparency & Controls: 69
  • Accountability: 6
  • Sustainability: 88
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 27.2%; rating input score 27
  • Program expense ratio: 76.9%; rating input score 77
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 86.7%; rating input score 87; 3rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 45.9%; rating input score 46; 41st percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 7th percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 64.6%; rating input score 95; 95th percentile among comparable filings
  • Total-asset coverage ratio: 10.06; rating input score 89; 89th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 18.9% per year; rating input score 100; 83rd percentile among comparable filings
  • Revenue growth: 27.6% per year; rating input score 100; 92nd percentile among comparable filings
  • Asset growth: 2.2% per year; rating input score 100; 34th percentile among comparable filings

Details

  • Where the money goes: 27.2% of revenue deployed · 76.9% of spending went to programs
  • Governance: 0 of 66 board members independent · 1 of 7 filing controls reported
  • Programs: 2 filed program accomplishments
  • Leadership: top reported pay $0 · 17 people listed
  • Consistency: 22 of 24 current checks pass · 2 findings to review
  • Schedules: 4 filed schedules · includes grants
  • Filing history: 4 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 27/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 5 of 6 not reported.
  • Moderate — Transparency & Controls: Grant itemization coverage scored 46/100.
  • Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.