UNITED PORTUGUESE SES

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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

1934

Legal Domicile

Phone

6192235880

Tax Period

2024-01-01 to 2024-12-31

UNITED PORTUGUESE SES, founded in 1934, is a small nonprofit in the Recreation & Sports sector that reported $850K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $772K left a modest 9% surplus.

Mission

PRESERVATION AND ENCOURAGEMENT OF PORTUGUESE TRADITIONS, CULTURE, AND MUSIC

Program Service Accomplishments

Program 1

Expenses: $666,199

THE OBJECTIVE OF THE UNITED PORTUGUESE S.E.S. IS TO PROMOTE RELIGIOUS AND CULTURAL FESTIVALS AND EDUCATE THE GENERAL PUBLIC ABOUT PORTUGUESE TRADITIONS, ETHNIC CULTURE AND MUSIC.ONE SUCH SERVICE...

THE OBJECTIVE OF THE UNITED PORTUGUESE S.E.S. IS TO PROMOTE RELIGIOUS AND CULTURAL FESTIVALS AND EDUCATE THE GENERAL PUBLIC ABOUT PORTUGUESE TRADITIONS, ETHNIC CULTURE AND MUSIC.ONE SUCH SERVICE PROVIDED IS THE ANNUAL 3-DAY FESTA HONORING THE FEAST OF THE HOLY SPIRIT, WHICH HAS BEEN CELEBRATED IN PORTUGAL FOR CENTURIES. THE UNITED PORTUGUESE S.E.S. SERVICES APPROXIMATELY 20,000 PEOPLE IN THE SAN DIEGO AREA.

Program 2

Expenses: $14,593

THE PORTUGUESE AMERICAN DANCERS PERFORM AT FESTIVALS AND EVENTS THROUGHOUT CALIFORNIA TO PROMOTE AND ENCOURAGE THE CELEBRATION OF PORTUGUESE DANCE, RITES AND HOLIDAYS.

Program 3

Expenses: $14,161

THE FILARMONICA PERFORMS AT FESTIVALS, PARADES AND EVENTS THROUGHOUT CALIFORNIA TO PROMOTE AND ENCOURAGE THE CELEBRATION OF PORTUGUESE MUSIC, RITES AND HOLIDAYS.

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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 $371,631

Program Service Revenue $169,500

Investment Income $109,088

Other Revenue $199,836

TOTAL REVENUE $850,055

Expense Breakdown

Grants Paid $17,843

Salaries & Benefits $57,112

Fundraising Expenses $0

Program Expenses $694,953

Other Expenses $696,745

TOTAL EXPENSES $771,700

Year-over-Year Comparison

	2024	2023	Change
Revenue	$850,055	$935,722	-0.1%
Expenses	$771,700	$743,295	+0.0%
Net Income	$78,355	$192,427	-0.6%

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

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

$52,564

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA DA LUZ	HALL MANAGER	2.00	Director	$36,946	$0	$36,946
DIANA M BALELO	FINC. SECRETARY	2.00	Director	$15,618	$0	$15,618
TAMY BRANSTETTER	Director	2.00	Director	$0	$0	$0
JENNA LOCOCO	Director	2.00	Director	$0	$0	$0
MARISSA BAGASO	Director	2.00	Director	$0	$0	$0
SEAN CERNEY	Director	2.00	Director	$0	$0	$0
ANNETTE BALELO	Director	2.00	Director	$0	$0	$0
BRIDGET SCHOEFFEL	FESTA PRES	2.00	Director	$0	$0	$0
CHRIS DA ROSA	Director	2.00	Director	$0	$0	$0
MARIA G SOUZA	President	2.00	Director	$0	$0	$0
KARINNA FELICIANO	Vice President	2.00	Officer Director	$0	$0	$0
ASHLEY BARANDIARAN	Director	2.00	Director	$0	$0	$0
YVONNE SIRAGUSA	Director	2.00	Director	$0	$0	$0
JULIETTE TURNER	Secretary	2.00	Director	$0	$0	$0
BRIDGETTE MACK	Secretary	2.00	Director	$0	$0	$0
JACQUELYN NEVES	Director	2.00	Director	$0	$0	$0
TED DRUMMOND	FESTA PRES	2.00	Director	$0	$0	$0
THERESE GARCES	Vice President	2.00	Director	$0	$0	$0
CICI DRUMMOND	FESTA PRES.	2.00	Director	$0	$0	$0
RICARDO DAROSA	Director	2.00	Director	$0	$0	$0
TYLER GOULART	Director	2.00	Director	$0	$0	$0
KELLY MADRUGA	Director	2.00	Director	$0	$0	$0
DANIEL SILVA	President	2.00	Officer Director	$0	$0	$0
NATALIE VIRISSIMO	Treasurer	2.00	Officer Director	$0	$0	$0
MARY JANE WARREN	Director	2.00	Director	$0	$0	$0
DEO HOLMQUIST	Director	2.00	Director	$0	$0	$0
BARBARA HOSAKA	Director	2.00	Director	$0	$0	$0
GRACE ROSA	Director	2.00	Director	$0	$0	$0
BERLYN BALELO	Director	2.00	Director	$0	$0	$0
DARLENE BYRNE	Director	2.00	Director	$0	$0	$0
DINISA VALADAO	Director	2.00	Director	$0	$0	$0
JEANETTE FINETE	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	$850,055	$771,700	$5,334,642	$78,355
2023	$935,722	$743,295	$5,034,782	$192,427
2022	$721,196	$647,359	$4,624,551	$73,837
2021	$623,053	$370,517	$4,694,537	$252,536
2020	$337,706	$372,911	$4,103,374	$-35,205