CASA DE TRAS-OS-MONTES E ALTO DOURO (EIN 223232503) - 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

1992

Legal Domicile

Principal Officer

JORGE PEREIRA

Phone

8624525100

Tax Period

2023-01-01 to 2023-12-31

CASA DE TRAS-OS-MONTES E ALTO DOURO, founded in 1992, is a micro nonprofit that reported $68K in total revenue in fiscal year 2023. The organization ran a surplus of $37K, a strong 55% operating margin.

Mission

THE PURPOSE FOR WHICH THIS ORGANIZATION IS FORMED IS TO HELP IMPROVE THE STANDARD OF LIVING AND SOCIAL LIVES OF ITS MEMBERS AND TO PROMOTE THE CULTURAL AND HISTORIC VALUES OF THE PROVINCE OF TRAS OS MONTES E ALTO DOURO, PORTUGAL

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $67,661

TOTAL REVENUE $67,661

Expense Breakdown

Grants Paid $0

Salaries & Benefits $327

Fundraising Expenses $0

Other Expenses $30,337

TOTAL EXPENSES $30,664

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,661	N/A	N/A
Expenses	$30,664	N/A	N/A
Net Income	$36,997	N/A	N/A

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
JORGE PEREIRA	PRESIDENT	12.00	Officer Director	$0	$0	$0
FRANK ALEXANDRE	VICE PRESIDENT	12.00	Officer Director	$0	$0	$0
MARIA JOSE ALEXANDRE	SECRETARY	12.00	Officer Director	$0	$0	$0
JOSE SOUSA	SECRETARY	12.00	Officer Director	$0	$0	$0
FERNANDO MENEZES	TREASURER	12.00	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
2023	$67,661	$30,664	No data	$36,997
2022	$62,148	$32,687	No data	$29,461
2020	$25,196	$48,888	$116,929	$-23,692
2019	$42,010	$41,355	$141,101	$655
2018	$51,687	$37,377	$140,315	$14,310

CASA DE TRAS-OS-MONTES E ALTO DOURO