CASA DO BENFICA DA NOVA INGLATERRA

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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

1991

Principal Officer

FERNANDO COSTA

Phone

6175478544

Tax Period

2017-10-01 to 2018-09-30

CASA DO BENFICA DA NOVA INGLATERRA, founded in 1991, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2017. The organization ran a surplus of $2.0M, a strong 96% operating margin.

Mission

TO SUPPORT THE PORTUGUESE /AMERICAN COMMUNITY WITH SOCIAL ACTIVITIES AND SCHOLARSHIPS.

Program Service Accomplishments

Program 1

SOCIAL CLUB FOR MEMBERS, FAMILY'S MEMBERS, CHARITABLE, CULTURAL DEVELOPMENTS, HEALTH AND ENCOURGING ATHLETIC EXCERCISES, OF ALL PERSONS INTERESTED IN THE HISTORY OF PORTUGAL ALL WITHIN THE MEANING OF...

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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 (2017)

Revenue Breakdown

Contributions & Grants $400

Program Service Revenue $0

Investment Income $2,002,088

Other Revenue $63,849

TOTAL REVENUE $2,066,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $81,544

TOTAL EXPENSES $81,544

Year-over-Year Comparison

	2017	2016	Change
Revenue	$2,066,337	N/A	N/A
Expenses	$81,544	$169,719	-0.5%
Net Income	$1,984,793	$-169,719	-12.7%

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

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
JOSE PEREIRA	DIRECTOR	5.00	Director	$0	$0	$0
JOSE REGO	DIRECTOR	5.00	Director	$0	$0	$0
FERNANDO COSTA	PRESIDENT	10.00	Officer	$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
2018	$2,066,337	$81,544	$1,776,457	$1,984,793