Valley Regional Lodge 151 Order of Sons of Italy Inc

Nonprofit profile at a glance

EIN
060904790
IRS 990-EZ coverage
2011–2025
Forms available
Form 990-EZ 2025
Location
Derby, CT, USA
Rating
42
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$107,997
Expenses
$105,714
Assets
$362,969
Liabilities
$3,200

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • DONNA CARLONI (President)
  • JENNIFER SHUART (Vice President)

People named in this filing

  • DONNA CARLONI (President)
  • JENNIFER SHUART (Vice President)
  • RAY OSTROWSKI (REC SECY)

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 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

All income is used for life and other benefits for members of a fraternal order operating under a lodge system for exclusive benefit of members and their dependants

What it reported doing in 2025

All income was used for life and other benefits exclusively for members and their dependants

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. A relatively small share of available resources goes toward mission work and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 8
  • Transparency & Controls: 82
  • Sustainability: 56
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 11.8%; rating input score 12
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 2.1%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 3.43; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 38; 38th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 2.9% per year; rating input score 100; 32nd percentile among comparable filings
  • Asset growth: -1.8% per year; rating input score 0; 21st percentile among comparable filings

Details

  • Where the money goes: 11.8% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 15 filing years from 2011 to 2025
  • 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 12/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 37/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 38/100.