Tewksbury Ma Lodge 2872 Order of the Sons of Italy

Nonprofit profile at a glance

EIN
454076495
IRS 990-EZ coverage
2018–2021
Forms available
Form 990-EZ 2021
Location
Tewksbury, MA, USA
Phone
9788518265
Rating
41
Verdict
MIXED
Rating confidence
Moderate
Sector
Fraternal Societies

Reported finances

Revenue
$8,542
Expenses
$5,637
Assets
$10,038
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2021. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • DAVID PENNY (PRESIDENT)
  • ANTHONY IPPOLITO (VICE PRESIDENT)

People named in this filing

  • DAVID PENNY (PRESIDENT)
  • ANTHONY IPPOLITO (VICE PRESIDENT)
  • ALLISON CRISCI (CLERK)

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

Source: IRS Form 990-EZ. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

(a) to enroll in its membership all persons of italian descent and all others included in article 1 of the general laws.(b) to encourage the dissemination of italian culture in the united states and uphold the dignity and prestige of the people of italian heritage in america.(c) to instill in our members the patriotic and humanitarian qualities established in our motto "liberty, equality and fraternity".(d) to interact in the social and civic life of our community by becoming a commited and dedicated participant.

What it reported doing in 2021

Scholarship program

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 10
  • Transparency & Controls: 82
  • Sustainability: 67
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 16.4%; rating input score 16
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 34%; rating input score 78; 78th percentile among comparable filings
  • Total-asset coverage ratio: 1.78; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -18.5% per year; rating input score 0; 23rd percentile among comparable filings
  • Revenue growth: -18.5% per year; rating input score 0; 18th percentile among comparable filings
  • Asset growth: -1.1% per year; rating input score 0; 33rd percentile among comparable filings

Details

  • Where the money goes: 16.4% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 2 filed program accomplishments
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 4 filing years from 2018 to 2021
  • Contacts: How to reach this organization
  • 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 16/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.