Portuguese Historical Center

Nonprofit profile at a glance

EIN
953188134
IRS 990-EZ coverage
2011–2025
Forms available
Form 990-EZ 2025, Form 990-N 2020
Location
San Diego, CA, USA
Phone
6192338893
Rating
60
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Cultural, Ethnic Awareness

Reported finances

Revenue
$46,358
Expenses
$31,767
Assets
$422,754
Liabilities
$54

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

21 people listed

Executive titles in this filing

  • EVELYN BARANDIARAN (President)
  • BLAKE MARTZ (Vice President)
  • VIRGINIA CORREIA (PRESIDENT EMERI)
  • GENE SANTOS (PRESIDENT EMERI)

People named in this filing

  • EVELYN BARANDIARAN (President)
  • BLAKE MARTZ (Vice President)
  • ROSEMARIE SILVA (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To honor and encourage civic and community involvement in preservation of portuguese culture, folklore, and history through:- portuguese language preservation- continuing education through the newsletter- preservation of artifacts- honoring and maintaining the tunaman's memorial on shelter island- honoring outstanding community leaders and organizations with ongoing displays and presentations- archiving the many accomplishments of the portuguese organizations, both locally and worldwide

What it reported doing in 2025

To honor, promote and preserve our portuguese culture, heritage, and history

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 64% for direct work, and 36% for grants.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 45
  • Transparency & Controls: 82
  • Sustainability: 76
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 45.6%; rating input score 46
  • Program expense ratio: 44.5%; rating input score 44

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 31.5%; rating input score 81; 81st percentile among comparable filings
  • Total-asset coverage ratio: 13.31; rating input score 94; 94th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 31; 31st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -24.8% per year; rating input score 0; 16th percentile among comparable filings
  • Revenue growth: -1.6% per year; rating input score 0; 44th percentile among comparable filings
  • Asset growth: 2.2% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: 45.6% of revenue deployed · 44.5% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $14K in reported program spending
  • Leadership: top reported pay $0 · 21 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 14 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 44/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 31/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.