LUSO-AMERICAN EDUCATION FOUNDATION (EIN 942287383) - 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

1963

Legal Domicile

Principal Officer

Sue Nichols

Phone

9258283883

Tax Period

2024-01-01 to 2024-12-31

LUSO-AMERICAN EDUCATION FOUNDATION, founded in 1963, is a small nonprofit in the Education sector that reported $140K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $223K exceeded revenue, resulting in a 59% operating deficit.

Mission

To advance the Portuguese culture and language in the United States through the promotion of education. To support qualified students in accessing higher education. To foster life-long learning.

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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 $47,655

Program Service Revenue $21,490

Investment Income $70,589

Other Revenue $0

TOTAL REVENUE $139,734

Expense Breakdown

Grants Paid $43,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,486

Other Expenses $179,820

TOTAL EXPENSES $222,820

Year-over-Year Comparison

	2024	2023	Change
Revenue	$139,734	$255,553	-0.5%
Expenses	$222,820	$201,671	+0.1%
Net Income	$-83,086	$53,882	-2.5%

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

N/A

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
DEOLINDA ADAO	CHARIMAN OF THE BOARD	5.0	Director	$0	$0	$0
JOSE LUIS DA SILVA	VICE CHAIRMAN	5.0	Director	$0	$0	$0
MARY ALSHEIKH	DIRECTOR	5.0	Director	$0	$0	$0
BRAD ANGEJA	DIRECTOR	5.0	Director	$0	$0	$0
MANUEL S BETTENCOURT	DIRECTOR	10.00	Director	$0	$0	$0
NANCY CARDOSO	DIRECTOR	5.0	Director	$0	$0	$0
BERNICE PELICAS	DIRECTOR	5.0	Director	$0	$0	$0
SARA RODRIGUES	DIRECTOR	5.0	Director	$0	$0	$0
NADINE BARROCA PURSIANO	DIRECTOR	5.00	Director	$0	$0	$0
ARNOLD RODRGUES	DIRECTOR	5	Director	$0	$0	$0
MARIA ROLIZ	VICE PRESIDENT/FUNDRAISING	10	Officer	$0	$0	$0
JOANN MALTA-WEINGARD	VICE PRESIDENT/EDUCATION	10	Officer	$0	$0	$0
SUE NICHOLS	TREASURER	10	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
2024	$139,734	$222,820	$1,742,533	$-83,086
2023	$255,553	$201,671	$1,601,230	$53,882
2022	$193,987	$84,146	$1,479,415	$109,841
2021	$98,682	$98,064	$1,369,474	$618

LUSO-AMERICAN EDUCATION FOUNDATION