PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC (EIN 77-0359110)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-31
- IRS object ID
- 202420919349200457
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-31T21:00:02Z | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770359110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 0000000000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 18277 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIA ROLIZ | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 0000000000 | PhoneNum |
| Signature | 2024-03-31 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIA | PersonFirstNm |
| Person Last | ROLIZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $88,828 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $29,458 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $56,446 | ProgramServiceRevenueAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Investment Income | $2,924 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $0 | SaleOfAssetsGrossAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
| Total Revenue | $88,828 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $0 | GrantsAndSimilarAmountsPaidAmt |
| Benefits Paid To Or For Members | $0 | BenefitsPaidToOrForMembersAmt |
| Salaries Other Comp Empl Bnft | $0 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $0 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $13,218 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $6,611 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $47,667 | OtherExpensesTotalAmt |
| Total Expenses | $67,496 | TotalExpensesAmt |
| Excess Or Deficit For Year | $21,332 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $155,367 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $176,699 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,367 | BOYAmt |
| EOY | $176,699 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,367 | BOYAmt |
| EOY | $176,699 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,367 | BOYAmt |
| EOY | $176,699 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | RESEARCH AND PROMOTE PORTUGUESE CULTURE | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| STAGED FESTIVAL TO PROMOTE GREATER AWARENESS OF PORTUGUESE HISTORY AND CULTURE PARTICULARLY IN CALIFORNIA APPROX 5000 VISITORS | $10,000 | $36,591 |
| OPERATED PORTUGUESE HISTORICAL MUSEUM OPEN TO THE PUBLIC ON WEEKENDS AND USED FOR STUDENTS FIELD TRIPS ON WEEKDAYS APPROX 3600 VISITORS | $13,218 | |
| PUBLISHED AND MAILED NEWSLETTER TWICE A YEAR TO DIVERSE READERSHIP OF MORE THAN 3000 FAMILIES EACH ISSUE | $5,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $55,130 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (22 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JERRY ESCOBAR | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| JOSE PEREIRA | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARIA ROLIZ | ||||
| SECRETARY | 10.00 | $0 | $0 | $0 |
| MARY CORREIA | ||||
| TREASURER | 10.00 | $0 | $0 | $0 |
| JOE MACHADO | ||||
| ADVISORY COUNCIL | 5.00 | $0 | $0 | $0 |
| BRIAN SERPA | ||||
| ADVISORY COUNCIL | 3.00 | $0 | $0 | $0 |
| ANTONINO PASCOAL | ||||
| ADVISORY COUNCIL | 10.00 | $0 | $0 | $0 |
| KEVIN COELHO | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDUARDO COLLACO | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARLOS FAGUNDES | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOE FARIA | ||||
| DIRECTOR | 3.00 | $0 | $0 | $0 |
| BETTY FAULTNER | ||||
| DIRECTOR | 3.00 | $0 | $0 | $0 |
| RICHARD KATEN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MANUEL BETTENCOURT | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JULIE MENESES | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANITA PASCOAL | ||||
| DIRECTOR | 10.00 | $0 | $0 | $0 |
| BONNIE STAGGS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| HELIA SOUSA | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANA PAULA SILVA | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY ALSHEIKH | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| LOUISE AVILA | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHARLENE MELLO | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY CORREIA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1579 HARRISON ST | AddressLine1Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082960940 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,744 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,904 | CurrentTaxYearAmt |
| Total | $234,798 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Rev Levied Orgnztnl Bnft170 | TaxRevLeviedOrgnztnlBnft170Grp | |
| Govt Furn Srvc Fclts Vl170 | GovtFurnSrvcFcltsVl170Grp |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,744 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,904 | CurrentTaxYearAmt |
| Total | $234,798 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $234,798 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,922 | CurrentTaxYearAmt |
| Total | $2,922 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Net Incm170 | UnrelatedBusinessNetIncm170Grp | |
| Other Income170 | OtherIncome170Grp | |
| Total Support | $237,720 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99 | PublicSupportCY170Pct |
| Public Support PY170 | 1 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
| Gifts Grants Contris Rcvd509 | GiftsGrantsContrisRcvd509Grp | |
| Gross Receipts Admissions | GrossReceiptsAdmissionsGrp | |
| Gross Receipts Non Unrlt Bus | GrossReceiptsNonUnrltBusGrp | |
| Tax Rev Levied Orgnztnl Bnft509 | TaxRevLeviedOrgnztnlBnft509Grp | |
| Govt Furn Srvc Fclts Vl509 | GovtFurnSrvcFcltsVl509Grp | |
| Total509 | Total509Grp | |
| Amounts Rcvd Dsqlfy Person | AmountsRcvdDsqlfyPersonGrp | |
| Substantial Contributors Amt | SubstantialContributorsAmtGrp | |
| Subst And Dsqlfy Prsns Tot | SubstAndDsqlfyPrsnsTotGrp | |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Gross Investment Income509 | GrossInvestmentIncome509Grp | |
| Post1975 UBTI | Post1975UBTIGrp | |
| Investment Income And UBTI | InvestmentIncomeAndUBTIGrp | |
| Net Income From Other UBI | NetIncomeFromOtherUBIGrp | |
| Other Income509 | OtherIncome509Grp |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Public Support PY509 | 0 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0 | InvestmentIncomePYPct |
| Form990 Sch A Type3 Func Int | Form990SchAType3FuncIntGrp |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule O: | FormAndLineReferenceDesc |
| Explanation | PART 1. 16. OTHER EXPENSES OF $47,667 PAID: EXHIBITS $2394 FRIENDS PICNIC $2729 TAX FILING $175 MEETINGS 388 DONATIONS $4285 FESTIVAL OVERALL EXPENSES $36,591 GIFTS/AWARDS $728 BANK FEES $376 | ExplanationTxt |
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