IRMANDADE PORTUGUESE FES TRACY INC

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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

1925

Legal Domicile

Principal Officer

LUCY MARTINHO

Phone

8004726342

Tax Period

2024-01-01 to 2024-12-31

IRMANDADE PORTUGUESE FES TRACY INC, founded in 1925, is a small nonprofit that reported $224K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $112K, a strong 50% operating margin.

Mission

TO PROVIDE AN ORGANIZATION TO HELP MAINTAIN THE CULTURAL HERITAGE AND TRADITIONS OF THE PORUGUESE AMERICANS.

Program Service Accomplishments

Program 1

Expenses: $111,817

PROVIDE AN ORGANIZATION TO HELP MAINTAIN THE CULTURAL HERITAGE AND TRADITIONS OF PORUGUESE AMERICANS, PROVIDE A HALL AND OTHER FACILITIES FOR PORTUGUESE AMERICANS FOR ETHINIC CELEBRATIONS

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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 $14,439

Program Service Revenue $0

Investment Income $0

Other Revenue $209,236

TOTAL REVENUE $223,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $111,817

Other Expenses $111,817

TOTAL EXPENSES $111,817

Year-over-Year Comparison

	2024	2023	Change
Revenue	$223,675	$189,243	+0.2%
Expenses	$111,817	$91,348	+0.2%
Net Income	$111,858	$97,895	+0.1%

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

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
LUIS ROCHA	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL VARGAS	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
LUCY MARTINHO	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
ANNA RAMOS	RECORDING SECRETARY	2.00	Officer Director	$0	$0	$0
BERNADETTE ROCHA	MEMBERSHIP	2.00	Officer Director	$0	$0	$0
MIKE BACCHETTI	HOUSE 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
2024	$223,675	$111,817	$2,589,323	$111,858
2023	$189,243	$91,348	$2,477,465	$97,895
2022	$172,077	$80,508	$2,379,570	$91,569
2021	$69,562	$66,102	$2,288,001	$3,460
2020	$54,475	$65,873	$2,284,541	$-11,398
2019	$189,731	$98,179	$2,295,939	$91,552
2018	$140,255	$95,594	$2,234,180	$44,661