Civic Intelligence

Portuguese Bom Samaritano Foundations

990EZ • Fiscal year 2019 • EIN 47-3616429

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

PO Box 1306Hilmar, CA 95324

(559) 786-7115

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$57,561

Up $11,784 (+26%) from 2018

Net Assets

Up

$57,561

Up $11,784 (+26%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$45,204

Up $10,343 (+30%) from 2018

Expenses

Up

$33,420

Up $4,891 (+17%) from 2018

Net Income

Up

$11,784

Up $5,452 (+86%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2015: $12,315Net Assets 2015: $12,3152015Assets 2016: $30,712Net Assets 2016: $30,7122016Assets 2017: $67,753Net Assets 2017: $67,7532017Assets 2018: $45,777Net Assets 2018: $45,7772018Assets 2019: $57,561Net Assets 2019: $57,5612019Assets 2020: $52,492Net Assets 2020: $52,4922020Assets 2021: $46,833Net Assets 2021: $46,8332021Assets 2022: $38,827Net Assets 2022: $38,8272022Assets 2023: $16,317Net Assets 2023: $16,3172023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2019

Assets$57,561
Liabilities-
Net Assets$57,561

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2015: $30,788Expenses 2015: $28,703Net Income 2015: $2,0852015Revenue 2016: $43,344Expenses 2016: $24,947Net Income 2016: $18,3972016Revenue 2017: $40,098Expenses 2017: $3,057Net Income 2017: $37,0412017Revenue 2018: $34,861Expenses 2018: $28,529Net Income 2018: $6,3322018Revenue 2019: $45,204Expenses 2019: $33,420Net Income 2019: $11,7842019Revenue 2020: $24,792Expenses 2020: $29,861Net Income 2020: -$5,0692020Revenue 2021: $25,090Expenses 2021: $30,749Net Income 2021: -$5,6592021Revenue 2022: $37,134Expenses 2022: $45,140Net Income 2022: -$8,0062022Revenue 2023: $19,149Expenses 2023: $41,659Net Income 2023: -$22,5102023Revenue 2024: $1,725Expenses 2024: $18,042Net Income 2024: -$16,3172024

Highlighted filing

2019

Revenue$45,204
Expenses$33,420
Net Income$11,784
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.0
Gross Receipts
$45,204
Mission and Program Overview

Mission

To outrich persons "mainly but not only"in the portuguese community who suffer from the desease of addiction.

Program Services

DescriptionGrantsExpenses
SHALL ASSIST IN THE AFTERCARE OF A"CLIENT" MEANS OR SEARCH OTHER AVENUES OF FINANCIAL AID UNTIL "CLIENT" IS READY TO WORK AND BE SELF SUFFICIENT.$8,474-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALCIDES MACHADOPresident-$0--
MARIA FREDRITreasurer-$0--
DULCINA REISTreasurer-$0--
SHARON SHARPDirector-$0--
Filing and Contact Details

Filer

Filer Name
Portuguese Bom Samaritano Foundation
EIN
47-3616429
Phone
5597867115
Address
PO BOX 1306, HILMAR, CA 95324

Signing Officer

Name
Alcides Machado
Title
President
Signed
2020-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Marie B Kelly & Associates
Address
704 I Street Ste E, Modesto, CA 95354
Preparer
Marie B Kelly Ind AC
Phone
2095292900
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $1242

Other Expenses.1005

Travel $380

Other Expenses.1007

Conferences, Conventions, and Meetings $350

Other Expenses.1012

Insurance $1129

Other Expenses.1

Substance abuse treatment cost $3000

Other Expenses.2

UTILITIES $2883

Other Expenses.3

SUPPLIES $1224

Other Expenses.4

ALARM $964

Other Expenses.5

FUEL REIMBURSMENT $700

Other Expenses.6

CONTINUING ED $605

Other Expenses.7

BOOKS, REFERENCE $308

Other Expenses.8

Repairs & maintenance $174

Other Expenses.9

TAXES & LICENSE $25

Other Assets.1

PREPAID FEES - Beginning $0 PREPAID FEES - Ending $46

Raw XML Appendix187 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARIA FREDRI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DULCINA REIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt046
IRS990EZ/OtherExpensesTotalAmt012984
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO OUTRICH PERSONS "MAINLY BUT NOT ONLY"IN THE PORTUGUESE COMMUNITY WHO SUFFER FROM THE DESEASE OF ADDICTION.
IRS990EZ/ProgramServiceRevenueAmt016099
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SHALL ASSIST IN THE AFTERCARE OF A"CLIENT" MEANS OR SEARCH OTHER AVENUES OF FINANCIAL AID UNTIL "CLIENT" IS READY TO WORK AND BE SELF SUFFICIENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08474
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt033420
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IRS990EZ/TotalRevenueAmt045204
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029105
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020792
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt040098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt043344
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt030788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0164127
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0164127
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt043344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt030788
IRS990ScheduleA/Total509Grp/TotalAmt0164127
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt029105
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0164127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1242
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUBSTANCE ABUSE TREATMENT COST $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UTILITIES $2883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $1224
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALARM $964
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CONTINUING ED $605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BOOKS, REFERENCE $308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11REPAIRS & MAINTENANCE $174
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TAXES & LICENSE $25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PREPAID FEES - Beginning $0 PREPAID FEES - Ending $46
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALCIDES MACHADO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PORTUGUESE BOM SAMARITANO FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PORT
ReturnHeader/Filer/EIN0473616429
ReturnHeader/Filer/PhoneNum05597867115
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1306
ReturnHeader/Filer/USAddress/CityNm0HILMAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095324
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770488281
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Marie B Kelly & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0704 I Street Ste E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Modesto
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095354
ReturnHeader/PreparerPersonGrp/PhoneNum02095292900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marie B Kelly Ind AC
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-08T13:35:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • <$500k nonprofits