Civic Intelligence

Irmandade Do Espirito Santo of East San Jose

990 • Fiscal year 2016 • EIN 94-1263437

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 03, 2016

1401 E Santa Clara StreetSan Jose, CA 95116

(408) 294-6343

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Net Margin

25th percentile

-5.3%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2016 filings • 501(c)4 • $500k-$1M nonprofits • Source year 2016

Asset Growth

34th percentile

-1.1%

Faster asset growth than 34% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

150%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)4 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$596,912

Down $6,622 (-1.1%) from 2015

Net Assets

Down

$595,808

Down $7,071 (-1.2%) from 2015

Liabilities

Up

$1,104

Up $449 (+69%) from 2015

Revenue

Up

$132,452

Up $79,382 (+150%) from 2015

Expenses

Down

$139,523

Down $20,367 (-13%) from 2015

Net Income

Up

-$7,071

Up $99,749 (+93%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $791,248Liabilities 2011: $214Net Assets 2011: $791,0342011Assets 2012: $769,792Liabilities 2012: $189Net Assets 2012: $769,6032012Assets 2013: $765,479Liabilities 2013: $1,943Net Assets 2013: $763,5362013Assets 2014: $710,431Liabilities 2014: $732Net Assets 2014: $709,6992014Assets 2015: $603,534Liabilities 2015: $655Net Assets 2015: $602,8792015Assets 2016: $596,912Liabilities 2016: $1,104Net Assets 2016: $595,8082016Assets 2017: $480,859Liabilities 2017: $2,179Net Assets 2017: $478,6802017Assets 2018: $467,997Liabilities 2018: $501Net Assets 2018: $467,4962018Assets 2019: $502,449Liabilities 2019: $846Net Assets 2019: $501,6032019Assets 2020: $457,442Liabilities 2020: $511Net Assets 2020: $456,9312020Assets 2021: $394,583Liabilities 2021: $513Net Assets 2021: $394,0702021Assets 2022: $379,214Liabilities 2022: $885Net Assets 2022: $378,3292022Assets 2023: $440,533Liabilities 2023: $2,631Net Assets 2023: $437,9022023Assets 2024: $441,205Liabilities 2024: $5,065Net Assets 2024: $436,1402024Assets 2025: $384,023Liabilities 2025: $1,381Net Assets 2025: $382,6422025

Highlighted filing

2016

Assets$596,912
Liabilities$1,104
Net Assets$595,808

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $159,872Expenses 2011: $166,977Net Income 2011: -$7,1052011Revenue 2012: $147,191Expenses 2012: $168,622Net Income 2012: -$21,4312012Revenue 2013: $158,825Expenses 2013: $164,892Net Income 2013: -$6,0672013Revenue 2014: $104,452Expenses 2014: $158,289Net Income 2014: -$53,8372014Revenue 2015: $53,070Expenses 2015: $159,890Net Income 2015: -$106,8202015Revenue 2016: $132,452Expenses 2016: $139,523Net Income 2016: -$7,0712016Revenue 2017: $88,756Expenses 2017: $145,008Net Income 2017: -$56,2522017Revenue 2018: $67,591Expenses 2018: $78,775Net Income 2018: -$11,1842018Revenue 2019: $112,688Expenses 2019: $78,581Net Income 2019: $34,1072019Revenue 2020: $49,450Expenses 2020: $94,122Net Income 2020: -$44,6722020Revenue 2021: $24,985Expenses 2021: $87,846Net Income 2021: -$62,8612021Revenue 2022: $70,726Expenses 2022: $86,467Net Income 2022: -$15,7412022Revenue 2023: $158,249Expenses 2023: $98,676Net Income 2023: $59,5732023Revenue 2024: $68,304Expenses 2024: $70,066Net Income 2024: -$1,7622024Revenue 2025: $9,778Expenses 2025: $63,276Net Income 2025: -$53,4982025

Highlighted filing

2016

Revenue$132,452
Expenses$139,523
Net Income-$7,071
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 3, 2016
Return Version
2015v2.0
Gross Receipts
$517,948
Mission and Program Overview

Mission

To celebrate the annual fiesta to the holy spirit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$602,879$595,808▼ $7,071
Land, Buildings, and Equipment, Net$314,496$290,502▼ $23,994
Cash and Non-Interest-Bearing Accounts$236,505$255,217▲ $18,712
Inventories for Sale or Use$52,533$41,193▼ $11,340
Savings and Temporary Cash Investments-$10,000-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$603,534$596,912▼ $6,622
Other Assets Total-$0-
Liabilities
Other Liabilities$655$1,104▲ $449
Total Liabilities$655$1,104▲ $449
Net Assets / Fund Balance
Total Net Assets Fund Balance$602,879$595,808▼ $7,071
Total Liabilities and Net Assets / Fund Balance$603,534$596,912▼ $6,622

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$259,518$506,077$765,595
Equipment$5,297$226,074$231,371
Leasehold Improvements$25,687$10,528$36,215
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$24,511
Program Service Revenue
$9,103
Investment Income
$0
Other Revenue
$98,838
Change in Net Assets
$-7,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,773
Total Fundraising Expense$41,855
Salaries, Compensation, and Employee Benefits$29,750
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$16,433$2,739$8,217$27,389
Depreciation Depletion$14,396$2,400$7,198$23,994
Insurance$13,011$2,169$6,505$21,685
All Other Expenses$3,264$545$1,631$5,440
Office Expenses$2,154$359$1,077$3,590
Fees for Services Accounting$1,785$298$892$2,975
Other Expenses$1,631$272$816$2,719
Payroll Taxes$1,417$236$708$2,361
Advertising$389$65$195$649
Total Functional Expenses$83,713$13,955$41,855$139,523
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$223,270
Fundraising Gross Income$185,343
Gaming Gross Income$66,057
Gaming Direct Expenses$1,134
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Social Dinners and Dances$119,703$119,703$138,281$-18,578
Holy Spirit Celebration$90,151$65,640$84,989$-19,349
Total Events$209,854$185,343$223,270$-37,927
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$854
Sales Tax Payable$250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Irmandade Do Espirito Santo
EIN
94-1263437
Phone
4082946343
Address
1401 E SANTA CLARA STREET, SAN JOSE, CA 95116

Signing Officer

Name
Helena Belem Kuly
Title
Treasurer
Signed
2016-12-03
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
17
Independent Board Members
21
Employees
1
Volunteers
50

Preparer

Firm
George M Mattos CPA
Address
1600 Alum Rock Avenue, San Jose, CA 95116-2429
Preparer
George M Mattos
Phone
4087297355
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IRS990/GrossReceiptsAmt0517948
IRS990/GrossRentsGrp/PersonalAmt039940
IRS990/GrossRentsGrp/RealAmt0141678
IRS990/GrossSalesOfInventoryAmt038152
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt06505
IRS990/InsuranceGrp/ManagementAndGeneralAmt02169
IRS990/InsuranceGrp/ProgramServicesAmt013011
IRS990/InsuranceGrp/TotalAmt021685
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt052533
IRS990/InventoriesForSaleOrUseGrp/EOYAmt041193
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0742679
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0314496
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0290502
IRS990/LandBldgEquipCostOrOtherBssAmt01033181
IRS990/LessRentalExpensesGrp/RealAmt0105188
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO CELEBRATE THE ANNUAL FIESTA TO THE HOLY SPIRIT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0602879
IRS990/NetAssetsOrFundBalancesEOYAmt0595808
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-37927
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt064923
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt064923
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-17752
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-17752
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt076430
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt076430
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt01077
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0359
IRS990/OfficeExpensesGrp/ProgramServicesAmt02154
IRS990/OfficeExpensesGrp/TotalAmt03590
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0UTILITIES
IRS990/OtherExpensesGrp/Desc1PROPERTY TAX
IRS990/OtherExpensesGrp/Desc2BINGO TAXES
IRS990/OtherExpensesGrp/Desc3LICENSES & PERMITS
IRS990/OtherExpensesGrp/FundraisingAmt012103
IRS990/OtherExpensesGrp/FundraisingAmt11408
IRS990/OtherExpensesGrp/FundraisingAmt21105
IRS990/OtherExpensesGrp/FundraisingAmt3816
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04035
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1469
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2368
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3272
IRS990/OtherExpensesGrp/ProgramServicesAmt024208
IRS990/OtherExpensesGrp/ProgramServicesAmt12815
IRS990/OtherExpensesGrp/ProgramServicesAmt22210
IRS990/OtherExpensesGrp/ProgramServicesAmt31631
IRS990/OtherExpensesGrp/TotalAmt040346
IRS990/OtherExpensesGrp/TotalAmt14692
IRS990/OtherExpensesGrp/TotalAmt23683
IRS990/OtherExpensesGrp/TotalAmt32719
IRS990/OtherLiabilitiesGrp/BOYAmt0655
IRS990/OtherLiabilitiesGrp/EOYAmt01104
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt013164
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013164
IRS990/OtherRevenueTotalAmt013164
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08217
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02739
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt016433
IRS990/OtherSalariesAndWagesGrp/TotalAmt027389
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt0708
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0236
IRS990/PayrollTaxesGrp/ProgramServicesAmt01417
IRS990/PayrollTaxesGrp/TotalAmt02361
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09103
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09103
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt039557
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0133538
IRS990/PYOtherRevenueAmt05908
IRS990/PYProgramServiceRevenueAmt07605
IRS990/PYRevenuesLessExpensesAmt0-106820
IRS990/PYSalariesCompEmpBnftPaidAmt026352
IRS990/PYTotalExpensesAmt0159890
IRS990/PYTotalRevenueAmt053070
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-7071
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt039940
IRS990/RentalIncomeOrLossGrp/RealAmt036490
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0602879
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0595808
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0259518
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0506077
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0765595
IRS990ScheduleD/EquipmentGrp/BookValueAmt05297
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0226074
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0231371
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt025687
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010528

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.84$0.01$3.83$0.10$0.63$0.53
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.05$4.36$0.68$0.70$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.03$4.38$1.58$0.99$0.60
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.01$3.78$0.71$0.86$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.01$3.94$0.25$0.88$0.63
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.57$0.01$4.57$0.49$0.94$0.45
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$0.01$5.02$1.13$0.79$0.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.01$4.67$0.68$0.79$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.02$4.79$0.89$1.45$0.56
2016Detailed filing. Detailed filing data is available for this year.$5.97$0.01$5.96$1.32$1.40$0.07
2015Detailed filing. Detailed filing data is available for this year.$6.04$0.01$6.03$0.53$1.60$1.07
2014Summary only. Only limited summary data is available for this year.$7.10$0.01$7.10$1.04$1.58$0.54
2013Summary only. Only limited summary data is available for this year.$7.65$0.02$7.64$1.59$1.65$0.06
2012Summary only. Only limited summary data is available for this year.$7.70$0.00$7.70$1.47$1.69$0.21
2011Summary only. Only limited summary data is available for this year.$7.91$0.00$7.91$1.60$1.67$0.07