ZUnclassifiedEIN: 940401320· Ruling Year: 1946

Portuguese Fraternal Society Of America

Paso Robles, California

BHealth Score
62B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.48×
Peer Median5.86×
💰
$14.7M
Total Revenue
📊
$12.5M
Total Expenses
🏦
$6.0M
Net Assets
📋
$140.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+7.4%
Year-over-year change (2021 → 2022)
Net Margin
+14.7%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.48
Net assets divided by total expenses
Liabilities-to-Assets
95.9%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2022$14,687,2597%$12,524,5103%$146,857,0302%
2021$13,670,0845%$12,870,02010%$149,922,5005%
2020$14,348,9979%$14,315,6013%$142,406,4059%
2018$13,131,05610%$13,931,92827%$130,197,9584%
2017$11,920,6227%$10,961,56510%$125,104,4595%
2016$11,120,56416%$9,951,98613%$119,206,2114%
2015$9,596,5736%$8,779,5102%$114,912,0482%
2014$10,251,3639%$8,578,27211%$112,773,2924%
2013$9,431,2173%$7,734,4606%$108,476,9703%
2012$9,193,5001%$8,252,42110%$105,143,1374%
2011$9,110,959$9,175,534$100,757,030

Frequently Asked Questions

What does Portuguese Fraternal Society Of America do?

Portuguese Fraternal Society Of America is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Portuguese Fraternal Society Of America financially healthy?

Based on our 9-metric Financial Health Score model, Portuguese Fraternal Society Of America has a score of 62/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Portuguese Fraternal Society Of America generate?

Portuguese Fraternal Society Of America reports $11.4M in annual revenue and holds $146.6M in total assets, based on IRS filings.

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