PETALUMA HOLY GHOST SOCIETY (EIN 450505527) - 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

2003

Legal Domicile

Principal Officer

JOHN FAGUNDES

Phone

7072176983

Tax Period

2024-10-01 to 2025-09-30

PETALUMA HOLY GHOST SOCIETY, founded in 2003, is a small nonprofit in the Religion sector that reported $142K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $122K left a modest 14% surplus.

Mission

PERPETUATE PRECEPTS OF ROMAN CATHOLIC CHURCH--PARTICULARLY THOSE RELATED TO PORTUGUESE TRADITION

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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 $26,283

Program Service Revenue $115,175

Investment Income $953

Other Revenue $0

TOTAL REVENUE $142,411

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,648

Other Expenses $122,497

TOTAL EXPENSES $122,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,411	$122,506	+0.2%
Expenses	$122,497	$140,332	-0.1%
Net Income	$19,914	$-17,826	-2.1%

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

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
ANNA ANACLETO	DIRECTOR	2.00	Director	$0	$0	$0
JARED ANACLETO	DIRECTOR	2.00	Director	$0	$0	$0
LUCILLIA ANACLETO	DIRECTOR	2.00	Director	$0	$0	$0
MENA ANACLETO	DIRECTOR	2.00	Director	$0	$0	$0
FILOMENA BAZZI	MASTER OF CE	3.00	Officer Director	$0	$0	$0
CRISTINA CALDERON	DIRECTOR	2.00	Director	$0	$0	$0
JOHN FAGUNDES	PRESIDENT	3.00	Officer Director	$0	$0	$0
JOSE FAGUNDES	DIRECTOR	2.00	Director	$0	$0	$0
MEGAN FAGUNDES	SECRETARY	3.00	Officer Director	$0	$0	$0
DUARTE MACHADO	DIRECTOR	2.00	Director	$0	$0	$0
MANUEL MACHADO	DIRECTOR	2.00	Director	$0	$0	$0
MARY MACHADO	DIRECTOR	2.00	Director	$0	$0	$0
MARIO MEDEIROS	DIRECTOR	2.00	Director	$0	$0	$0
MARY MEDEIROS	DIRECTOR	2.00	Director	$0	$0	$0
LUCY MEDERIOS	DIRECTOR	2.00	Director	$0	$0	$0
JEREMY MOTA	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
ROBERT D MOTA	TREASURER, C	3.00	Officer Director	$0	$0	$0
BERNADETTE NUNES	DIRECTOR	2.00	Director	$0	$0	$0
JOHN RODRIGUES	DIRECTOR	2.00	Director	$0	$0	$0
JOHN SOARES	DIRECTOR	2.00	Director	$0	$0	$0
PAUL SOUSA	MARSHALL	3.00	Officer Director	$0	$0	$0
RICHARD VICENTE	DIRECTOR	2.00	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	$142,411	$122,497	$626,746	$19,914
2024	$122,506	$140,332	$606,832	$-17,826
2023	$112,641	$89,997	$624,658	$22,644
2022	$49,962	$77,814	$602,014	$-27,852
2021	$12,152	$44,386	$629,866	$-32,234
2020	$95,150	$129,257	$662,100	$-34,107
2019	$121,705	$132,196	$693,621	$-10,491
2018	$122,784	$127,679	$678,477	$-4,895

PETALUMA HOLY GHOST SOCIETY