CLUB PORTUGUESE DE INSTRUCAO E RECREI (EIN 042577276) - 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

1934

Legal Domicile

Principal Officer

LAETITIA BRAGA

Phone

5084784311

Tax Period

2024-01-01 to 2024-12-31

CLUB PORTUGUESE DE INSTRUCAO E RECREI, founded in 1934, is a small nonprofit that reported $322K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $62K, a strong 19% operating margin.

Mission

SOCIAL ORGANIZATION TO PRESERVE AND PROMOTE THE PORTUGUESE CULTURE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $11,900

Program Service Revenue $150,138

Investment Income $22,086

Other Revenue $137,462

TOTAL REVENUE $321,586

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $259,601

Other Expenses $259,600

TOTAL EXPENSES $259,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$321,586	$277,489	+0.2%
Expenses	$259,600	$262,061	0.0%
Net Income	$61,986	$15,428	+3.0%

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

440

Independent Members

440

Employees

N/A

Volunteers

150

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
ANTONIO LOPES	President	20.00	Officer Director	$0	$0	$0
LAETITIA BRAGA	Treasurer	20.00	Officer Director	$0	$0	$0
SANDY MAGALHAES	Secretary	20.00	Officer 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
2025	No data	No data	No data	No data
2024	$321,586	$259,600	$2,713,260	$61,986
2023	$277,489	$262,061	$2,651,275	$15,428
2022	$205,979	$191,248	$2,635,846	$14,731
2021	$137,564	$190,453	$2,621,115	$-52,889
2020	$63,822	$169,701	$2,674,004	$-105,879
2019	$275,159	$245,154	$2,779,883	$30,005
2018	$251,824	$203,882	$2,749,878	$47,942

CLUB PORTUGUESE DE INSTRUCAO E RECREI