CLUB PORTUGUESE OF STOCKTON CALIFORNIA (EIN 941507395) - 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

1916

Legal Domicile

Phone

2094069360

Tax Period

2025-01-01 to 2025-12-31

CLUB PORTUGUESE OF STOCKTON CALIFORNIA, founded in 1916, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $45K in total revenue in fiscal year 2025. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $69K exceeded revenue, resulting in a 52% operating deficit.

Mission

TO CELEBRATE AND PRESERVE PORTUGUESE , TRADITIONS AND CULTURE THROUGH. THE FEAST OF THE HOLY SPIRIT , AN ANUAL COMMUNITY EVENT THAT DEPICTS PORTUGUESE CUSTOMS AND TRADITIONS WITH DIFFERENT CULTURAL EVENTS . THOUSAND OF PEOPLE THROUGHT THE COUNTY AND STATE BENEFIT FROM THEIR EFFORTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $80,688

Program Service Revenue $40,855

Investment Income $3,076

Other Revenue $-79,321

TOTAL REVENUE $45,298

Expense Breakdown

Grants Paid $7,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,706

Other Expenses $61,294

TOTAL EXPENSES $69,044

Year-over-Year Comparison

	2025	2024	Change
Revenue	$45,298	$112,810	-0.6%
Expenses	$69,044	$129,115	-0.5%
Net Income	$-23,746	$-16,305	+0.5%

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
LINDA BUCK	Secretary	2.00	Officer Director	$0	$0	$0
ANGIE JOAQUIN	Treasurer	5.00	Director	$0	$0	$0
JULIE VIEIRA	MARSHALL	1.00	Director	$0	$0	$0
LELAND SILVA	President	2.00	Officer	$0	$0	$0
SHERI ONETO	Vice President	1.00	Officer	$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	$45,298	$69,044	$675,341	$-23,746
2024	No data	No data	No data	No data
2023	$55,235	$24,753	$600,138	$30,482
2022	$214,119	$197,827	$490,960	$16,292
2019	$151,422	$192,322	$532,225	$-40,900
2018	$182,376	$203,173	$573,125	$-20,797

CLUB PORTUGUESE OF STOCKTON CALIFORNIA