PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC (EIN 77-0359110)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-10
IRS object ID
202511309349200316
Schema version
2024v5.0
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

FieldValueIRS element (for citing)
Return2025-05-10T21:30:05ZReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770359110EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPORTBusinessNameControlTxt
Phone0000000000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 18277AddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95158ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMaria RolizPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4159905534PhoneNum
Signature2025-05-10SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$100,527GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$40,380ContributionsGiftsGrantsEtcAmt
Program Service Revenue$55,496ProgramServiceRevenueAmt
Membership Dues$0MembershipDuesAmt
Investment Income$4,651InvestmentIncomeAmt
Sale Of Assets Gross$0SaleOfAssetsGrossAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets$0GainOrLossFromSaleOfAssetsAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$0SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$0GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$0OtherRevenueTotalAmt
Total Revenue$100,527TotalRevenueAmt
Grants And Similar Amounts Paid$0GrantsAndSimilarAmountsPaidAmt
Benefits Paid To Or For Members$0BenefitsPaidToOrForMembersAmt
Salaries Other Comp Empl Bnft$0SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$0FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$11,502OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$4,246PrintingPublicationsPostageAmt
Other Expenses Total$58,067OtherExpensesTotalAmt
Total Expenses$73,815TotalExpensesAmt
Excess Or Deficit For Year$26,712ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$176,699NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$203,411NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$176,699BOYAmt
EOY$203,411EOYAmt

Land And Buildings LandAndBuildingsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$176,699BOYAmt
EOY$203,411EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$176,699BOYAmt
EOY$203,411EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeRESEARCH AND PROMOTE PORTUGUESE CULTUREPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtProgram Service ExpensesProgramServiceExpensesAmt
STAGED FESTIVAL TO PROMOTE GREATER AWARENESS OF PORTUGUESE HISTORY AND CULTURE PARTICULARLY IN CALIFORNIA APPROX 4000 VISITORS$6,932$50,146
OPERATED PORTUGUESE HISTORICAL MUSEUM OPEN TO THE PUBLIC ON WEEKENDS AND USED FOR STUDENTS FIELD TRIPS ON WEEKDAYS APPROX 3500 VISITORS$11,502
PUBLISHED AND MAILED NEWSLETTER TWICE A YEAR TO DIVERSE READERSHIP OF MORE THAN 3000 FAMILIES EACH ISSUE$4,246
FieldValueIRS element (for citing)
Total Program Service Expenses$65,894TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (23 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JERRY ESCOBAR
PRESIDENT5.00$0$0$0
JOSE PEREIRA
VICE PRESIDENT1.00$0$0$0
MARIA ROLIZ
SECRETARY10.00$0$0$0
MARY CORREIA
TREASURER10.00$0$0$0
JOE MACHADO
ADVISORY COUNCIL5.00$0$0$0
BRIAN SERPA
ADVISORY COUNCIL3.00$0$0$0
ANTONINO PASCOAL
ADVISORY COUNCIL5.00$0$0$0
KEVIN COELHO
DIRECTOR1.00$0$0$0
EDUARDO COLLACO
DIRECTOR1.00$0$0$0
CARLOS FAGUNDES
DIRECTOR1.00$0$0$0
JOE FARIA
DIRECTOR3.00$0$0$0
BETTY FAULTNER
DIRECTOR3.00$0$0$0
RICHARD KATEN
DIRECTOR1.00$0$0$0
MANUEL BETTENCOURT
DIRECTOR1.00$0$0$0
JULIE MENESES
DIRECTOR1.00$0$0$0
ANITA PASCOAL
DIRECTOR5.00$0$0$0
BONNIE STAGGS
DIRECTOR1.00$0$0$0
HELIA SOUSA
DIRECTOR1.00$0$0$0
ANA PAULA SILVA
DIRECTOR1.00$0$0$0
MARY ALSHEIKH
DIRECTOR1.00$0$0$0
LOUISE AVILA
DIRECTOR1.00$0$0$0
SHARLENE MELLO
DIRECTOR1.00$0$0$0
MARIA JOAO DA CRUZ
DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMARY CORREIAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11579 HARRISON STAddressLine1Txt
CitySANTA CLARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP95050ZIPCd
FieldValueIRS element (for citing)
Phone4082960940PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,822CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,951CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,744CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$85,904CurrentTaxYearMinus1YearAmt
Current Tax Year$95,876CurrentTaxYearAmt
Total$281,297TotalAmt
FieldValueIRS element (for citing)
Tax Rev Levied Orgnztnl Bnft170TaxRevLeviedOrgnztnlBnft170Grp
Govt Furn Srvc Fclts Vl170GovtFurnSrvcFcltsVl170Grp

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,822CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$50,951CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,744CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$85,904CurrentTaxYearMinus1YearAmt
Current Tax Year$95,876CurrentTaxYearAmt
Total$281,297TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$281,297PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$2,922CurrentTaxYearMinus1YearAmt
Current Tax Year$4,651CurrentTaxYearAmt
Total$7,573TotalAmt
FieldValueIRS element (for citing)
Unrelated Business Net Incm170UnrelatedBusinessNetIncm170Grp
Other Income170OtherIncome170Grp
Total Support$288,870TotalSupportAmt
Public Support CY1701PublicSupportCY170Pct
Public Support PY1701PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind
Gifts Grants Contris Rcvd509GiftsGrantsContrisRcvd509Grp
Gross Receipts AdmissionsGrossReceiptsAdmissionsGrp
Gross Receipts Non Unrlt BusGrossReceiptsNonUnrltBusGrp
Tax Rev Levied Orgnztnl Bnft509TaxRevLeviedOrgnztnlBnft509Grp
Govt Furn Srvc Fclts Vl509GovtFurnSrvcFcltsVl509Grp
Total509Total509Grp
Amounts Rcvd Dsqlfy PersonAmountsRcvdDsqlfyPersonGrp
Substantial Contributors AmtSubstantialContributorsAmtGrp
Subst And Dsqlfy Prsns TotSubstAndDsqlfyPrsnsTotGrp
Public Support Total509$0PublicSupportTotal509Amt
Gross Investment Income509GrossInvestmentIncome509Grp
Post1975 UBTIPost1975UBTIGrp
Investment Income And UBTIInvestmentIncomeAndUBTIGrp
Net Income From Other UBINetIncomeFromOtherUBIGrp
Other Income509OtherIncome509Grp

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090PublicSupportCY509Pct
Public Support PY5090PublicSupportPY509Pct
Investment Income CY0InvestmentIncomeCYPct
Investment Income PY0InvestmentIncomePYPct
Form990 Sch A Type3 Func IntForm990SchAType3FuncIntGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule O:FormAndLineReferenceDesc
ExplanationPART 1. 16. OTHER EXPENSES OF $58067 PAID: EXHIBITS 2232 FRIENDS PICNIC 1515 FESTIVAL OVERALL EXPENSES 50146 GIFTS/AWARDS 344 DONATIONS 2300 TAX FILING 136 MEETINGS 1394ExplanationTxt

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