SOCIEDADE DE SAO JOAO INC (EIN 770003867) - 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

1984

Legal Domicile

Phone

5595822429

Tax Period

2024-12-01 to 2025-11-30

SOCIEDADE DE SAO JOAO INC, founded in 1984, is a micro nonprofit that reported $71K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $140K exceeded revenue, resulting in a 98% operating deficit.

Mission

TO MAINTAIN AND PRESERVE THE PORTUGUESE HERITAGE, CULTURE AND CUSTOMS.

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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 $70,196

Program Service Revenue $0

Investment Income $0

Other Revenue $723

TOTAL REVENUE $70,919

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,690

Fundraising Expenses $20,117

Program Expenses $25

Other Expenses $132,534

TOTAL EXPENSES $140,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,919	$127,972	-0.4%
Expenses	$140,224	$121,806	+0.2%
Net Income	$-69,305	$6,166	-12.2%

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

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
DAVID SANTOS	Director	5.00	Director	$0	$0	$0
CARLOS SANTOS	Vice President	5.00	Director	$0	$0	$0
JOSE SOARES	Director	5.00	Director	$0	$0	$0
JOE BELO	President	5.00	Director	$0	$0	$0
DUANE CUNHA	Director	5.00	Director	$0	$0	$0
VICTOR FURTADO	Secretary	5.00	Director	$0	$0	$0
SEAN AVILA	Treasurer	5.00	Director	$0	$0	$0
HAMILTON SANTOS	Treasurer	5.00	Director	$0	$0	$0
JOHN SANTOS	Director	5.00	Director	$0	$0	$0
BOBBY BELO	Director	5.00	Director	$0	$0	$0
DAVID BORGES	Director	5.00	Director	$0	$0	$0
FRANK FAGUNDES	Director	5.00	Director	$0	$0	$0
RUDY MARTINEZ	Director	5.00	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	$70,919	$140,224	$105,422	$-69,305
2024	$127,972	$121,806	$166,196	$6,166
2023	$99,447	$123,991	$148,533	$-24,544
2022	$91,541	$114,129	$175,897	$-22,588
2021	$36,126	$35,825	$201,430	$301
2020	$35,381	$63,066	$204,827	$-27,685
2019	$82,457	$107,515	$231,565	$-25,058
2018	$94,771	$127,877	$254,122	$-33,106

SOCIEDADE DE SAO JOAO INC