IRMANDADE DO DIVINO ESPIRITO SANTO SANTISSIMA TRINDADE DE SAUSALITO (EIN 941302727) - 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

1904

Legal Domicile

Principal Officer

JOE MATOS

Phone

4153315925

Tax Period

2024-01-01 to 2024-12-31

IRMANDADE DO DIVINO ESPIRITO SANTO SANTISSIMA TRINDADE DE SAUSALITO, founded in 1904, is a micro nonprofit that reported $82K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 24% operating margin.

Mission

CONDUCT RELIGIOUSLY RELATED EVENTS AND CELEBRATIONS. EDUCATE ITS MEMBERS AND THE PUBLIC REGARDING PORTUGUESE DIASPORA CULTURE (ARTS, LITERATURE, LANGUAGE, ETC). PROVIDE OR PERFORM CHARITABLE SERVICES FOR THE PORTUGUESE COMMUNITY AND FOR THE GENERAL PUBLIC IN SOUTHERN MARIN COUNTY.

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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 $12,140

Program Service Revenue $25,243

Investment Income $28,826

Other Revenue $15,968

TOTAL REVENUE $82,177

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,975

Other Expenses $62,120

TOTAL EXPENSES $62,120

Year-over-Year Comparison

	2024	2023	Change
Revenue	$82,177	$64,513	+0.3%
Expenses	$62,120	$66,648	-0.1%
Net Income	$20,057	$-2,135	-10.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOE MATOS	PRESIDENT	N/A	Officer Director	$0	$0	$0
JIM MEYER	TREASURER	N/A	Officer Director	$0	$0	$0
JAMES LINO	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DUANE OLIVEIRA	SECRETARY	N/A	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	$82,177	$62,120	$1,043,831	$20,057
2023	$64,513	$66,648	$935,863	$-2,135
2022	$124,827	$65,889	$937,938	$58,938
2021	$76,770	$97,490	$999,604	$-20,720
2020	$61,533	$71,205	$988,774	$-9,672
2019	$30,686	$37,866	$962,347	$-7,180
2018	$67,764	$22,431	$928,310	$45,333

IRMANDADE DO DIVINO ESPIRITO SANTO SANTISSIMA TRINDADE DE SAUSALITO