UNIAO PORTUGUESA BENEFICENTE INC (EIN 050457813) - 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

1926

Legal Domicile

Principal Officer

MARIA FATIMA RODRIGUES

Phone

4017233433

Tax Period

2023-01-01 to 2023-12-31

UNIAO PORTUGUESA BENEFICENTE INC, founded in 1926, is a small nonprofit in the Mutual Benefit sector that reported $128K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $42K, a strong 33% operating margin.

Mission

PROVIDES SICK AND DEATH BENEFITS TO MEMBERS AND ENCOURAGE COMMUNITY INVOLVMENT BY ITS MEMBERS WITH PARTICIPATION IN CULTURAL EVENTS

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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 $11,346

Program Service Revenue $48,071

Investment Income $10,852

Other Revenue $57,620

TOTAL REVENUE $127,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,350

Fundraising Expenses $0

Other Expenses $67,488

TOTAL EXPENSES $86,058

Year-over-Year Comparison

	2023	2022	Change
Revenue	$127,889	$155,675	-0.2%
Expenses	$86,058	$80,304	+0.1%
Net Income	$41,831	$75,371	-0.4%

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

$6,350

Total Directors

$6,350

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL DASILVA	SECRETARY	10.00	Officer Director	$750	$0	$750
JOSE C DASILVA	V PRESIDENT	7.00	Officer Director	$750	$0	$750
JUVENALIA PACHECO	V PRES CULTU	10.00	Officer Director	$750	$0	$750
JOSE PERCIRA	HORA SOCIAL	10.00	Officer Director	$750	$0	$750
MARIA FATIMA RODRIGUES	TREASURER	10.00	Officer Director	$750	$0	$750
PATROCINIA ANDRADE	DUES RECEIVE	4.00	Officer Director	$550	$0	$550
ANDREIA HICKS	2ND TREASURE	5.00	Officer Director	$550	$0	$550
ANA P DASILVA	2ND SECRETAR	4.00	Officer Director	$500	$0	$500
FATIMA DASILVA	AUDITOR	2.00	Officer Director	$250	$0	$250
NICOLAS MARTINS	PUBLIC RELAT	7.00	Officer Director	$250	$0	$250
ISABEL SILVA	AUDITOR	2.00	Officer Director	$250	$0	$250
JASON SILVA	AUDITOR	2.00	Officer Director	$250	$0	$250
PAULO SILVA	PRESIDENT	15.00	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
2024	No data	No data	No data	No data
2023	$127,889	$86,058	$892,857	$41,831
2022	$155,675	$80,304	$851,026	$75,371
2021	$70,368	$71,806	$775,655	$-1,438
2020	$51,708	$72,766	$777,093	$-21,058
2019	$109,167	$84,919	$798,151	$24,248
2018	$86,286	$87,401	$773,903	$-1,115

UNIAO PORTUGUESA BENEFICENTE INC