CLUB UNIAO PORTUGUESA (EIN 066068531) - 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

1936

Legal Domicile

Principal Officer

PEDRO DASILVA

Phone

2037298044

Tax Period

2023-01-01 to 2023-12-31

CLUB UNIAO PORTUGUESA, founded in 1936, is a small nonprofit in the Human Services sector that reported $415K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $115K, a strong 28% operating margin.

Mission

TO PROMOTE ETHNIC AND CULTURAL EVENTS IN THE COMMUNITY. ALSO PROVIDE SOCIAL AND INFORMATIONAL SERVICES FOR A BETTER COMMUNITY

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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 $28,599

Program Service Revenue $0

Investment Income $0

Other Revenue $386,384

TOTAL REVENUE $414,983

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,303

Fundraising Expenses $0

Program Expenses $300,025

Other Expenses $242,722

TOTAL EXPENSES $300,025

Year-over-Year Comparison

	2023	2022	Change
Revenue	$414,983	$372,642	+0.1%
Expenses	$300,025	$280,298	+0.1%
Net Income	$114,958	$92,344	+0.2%

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

Volunteers

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
PEDRO DA SILVA	PRESIDENT	60.00	Officer Director	$0	$0	$0
ARTHUR NUNES	VICE PRESIDENT	40.00	Officer Director	$0	$0	$0
EDUARDO LOURENCO	TREASURER	25.00	Officer Director	$0	$0	$0
DIANE PINHO MONTEIRO	VICE SECRETARY	10.00	Officer Director	$0	$0	$0
PERRY LAFFERRIERE	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
PEDRO SILVA	PERMITTEE	10.00	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	$414,983	$300,025	$1,025,535	$114,958
2022	$372,642	$280,298	$1,060,069	$92,344
2021	$305,468	$459,078	$972,511	$-153,610
2020	$239,152	$183,588	$1,010,721	$55,564
2019	$219,612	$220,749	$947,617	$-1,137
2018	$252,953	$300,521	$977,187	$-47,568

CLUB UNIAO PORTUGUESA