Monte Pio Luso Americano Corp (EIN 042499111) - 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

1885

Legal Domicile

Principal Officer

Helder F Amleida

Phone

7749307459

Tax Period

2023-01-01 to 2023-12-31

Monte Pio Luso Americano Corp, founded in 1885, is a small nonprofit that reported $125K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $48K, a strong 38% operating margin.

Mission

Fraternal Beneficiary Society which provides for payment of life, sickness, accident or other benefits to members.

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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 $8,629

Program Service Revenue $0

Investment Income $0

Other Revenue $116,039

TOTAL REVENUE $124,668

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $74,820

TOTAL EXPENSES $76,820

Year-over-Year Comparison

	2023	2022	Change
Revenue	$124,668	$91,662	+0.4%
Expenses	$76,820	$71,105	+0.1%
Net Income	$47,848	$20,557	+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
Helder F Almeida	President	20.00	Officer Director	$0	$0	$0
Lucia C Almeida	Treasurer	15.00	Officer Director	$0	$0	$0
Fatima S Cabral	Secretary	15.00	Officer Director	$0	$0	$0
Luis Vicente	Vice President	30.00	Officer Director	$0	$0	$0
Antonio G Tavares	Asst Secretary	20.00	Officer Director	$0	$0	$0
Rui Furtado	Director	10.00	Director	$0	$0	$0
Mario D Bicho	Director	5.00	Director	$0	$0	$0
Eugenio Tavares	Director	2.00	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
2024	No data	No data	No data	No data
2023	$124,668	$76,820	$745,604	$47,848
2022	$91,662	$71,105	$695,258	$20,557
2021	$47,322	$19,398	$674,589	$27,924
2020	$5,408	$22,399	$646,665	$-16,991
2019	$52,695	$31,075	$663,913	$21,620
2018	$77,484	$14,392	$740,361	$63,092

Monte Pio Luso Americano Corp