2024-11-12T16:26:38-08:00 2023-12-31 201147648 Matranga & Company An Accountancy Corp 6255 Lusk Blvd Suite 150 San Diego CA 92121 990 2023-01-01 951691325 UNITED PORTUGUESE SES UNIT 6192235880 2818 AVENIDA DE PORTUGAL SAN DIEGO CA 92106 DANIEL A SILVA President 2024-11-12 true true JOSEPH E MATRANGA P00044158 8585588100 2023 2024-10-15 13:58:12Z 2818 AVENIDA DE PORTUGAL SAN DIEGO CA 921062705 1854497 false X www.upses.com X 1934 CA PRESERVATION AND ENCOURAGEMENT OF PORTUGUESE TRADITIONS, CULTURE, AND MUSIC 29 0 6 28895 27895 288308 440469 126493 185311 47418 59840 258977 250102 721196 935722 9068 13153 0 52748 53090 0 0 585543 677052 647359 743295 73837 192427 4624551 5034782 48533 30555 4576018 5004227 PRESERVATION AND ENCOURAGEMENT OF PORTUGUESE TRADITIONS, CULTURE, AND MUSIC false false 645613 THE OBJECTIVE OF THE UNITED PORTUGUESE S.E.S. IS TO PROMOTE RELIGIOUS AND CULTURAL FESTIVALS AND EDUCATE THE GENERAL PUBLIC ABOUT PORTUGUESE TRADITIONS, ETHNIC CULTURE AND MUSIC.ONE SUCH SERVICE PROVIDED IS THE ANNUAL 3-DAY FESTA HONORING THE FEAST OF THE HOLY SPIRIT, WHICH HAS BEEN CELEBRATED IN PORTUGAL FOR CENTURIES. THE UNITED PORTUGUESE S.E.S. SERVICES APPROXIMATELY 20,000 PEOPLE IN THE SAN DIEGO AREA. 16205 THE FILARMONICA PERFORMS AT FESTIVALS, PARADES AND EVENTS THROUGHOUT CALIFORNIA TO PROMOTE AND ENCOURAGE THE CELEBRATION OF PORTUGUESE MUSIC, RITES AND HOLIDAYS. 5891 THE PORTUGUESE AMERICAN DANCERS PERFORM AT FESTIVALS AND EVENTS THROUGHOUT CALIFORNIA TO PROMOTE AND ENCOURAGE THE CELEBRATION OF PORTUGUESE DANCE, RITES AND HOLIDAYS. 667709 true true false false false false false false false false true true false false true false false false false false false false false false true true false true false false false false false false false false false false false false false false false false false false false true 11 0 true 6 true true true false false false false false false 0 false false false false false false false X 29 0 true false false false false false false true false false false true false false false false false false X DIANA BALELO 6192235880 2818 AVENIDA DE PORTUGAL SAN DIEGO CA 921062705 ANDREA DA LUZ HALL MANAGER 2.00 0.00 X 33220 0 0 DIANA M BALELO FINC. SECRETARY 2.00 0.00 X 15388 0 0 TAMY BRANSTETTER Director 2.00 0.00 X 0 0 0 JENNA LOCOCO Director 2.00 0.00 X 0 0 0 MARISSA BAGASO Director 2.00 0.00 X 0 0 0 SEAN CERNEY Director 2.00 0.00 X 0 0 0 ANNETTE BALELO Director 2.00 0.00 X 0 0 0 BRIDGET SCHOEFFEL Director 2.00 0.00 X 0 0 0 CHRIS DA ROSA Director 2.00 0.00 X 0 0 0 BABITA SOUZA Director 2.00 0.00 X 0 0 0 KARINNA FELICIANO Vice President 2.00 0.00 X X 0 0 0 ASHLEY BARANDIARAN Director 2.00 0.00 X 0 0 0 YVONNE SIRAGUSA Director 2.00 0.00 X 0 0 0 JULIETTE TURNER Director 2.00 0.00 X 0 0 0 BRIDGETTE MACK Secretary 2.00 0.00 X 0 0 0 JACQUELYN NEVES Director 2.00 0.00 X 0 0 0 TED DRUMMOND FESTA PRES 2.00 0.00 X 0 0 0 THERESE GARCES Director 2.00 0.00 X 0 0 0 CICI DRUMMOND FESTA PRES. 2.00 0.00 X 0 0 0 RICARDO DAROSA Director 2.00 0.00 X 0 0 0 TYLER GOULART Director 2.00 0.00 X 0 0 0 KELLY MADRUGA Director 2.00 0.00 X 0 0 0 DANIEL SILVA President 2.00 0.00 X X 0 0 0 NATALIE VIRISSIMO Treasurer 2.00 0.00 X X 0 0 0 MARY JANE WARREN Director 2.00 0.00 X 0 0 0 DEO HOLMQUIST Director 2.00 0.00 X 0 0 0 BARBARA HOSAKA Director 2.00 0.00 X 0 0 0 GRACE ROSA Director 2.00 0.00 X 0 0 0 DINISA VALADAO Director 2.00 0.00 X 0 0 0 48608 0 false false false 0 418732 21737 440469 FESTA 89115 89115 FILARMONICA PORTUGUESA 25346 25346 PORTUGUESE AMERICAN DANCE 5769 5769 ROMARIA 28306 28306 TRINITY SUNDAY 36725 36725 50 50 185311 100651 100651 0 0 204899 138378 66521 66521 66521 192076 232887 -40811 -40811 -40811 141820 418732 146337 -4517 -8159 196784 40224 156560 148096 8464 389501 360949 28552 -343 28895 FEDERAL TAX REFUND NONDIVIDEND DISTRIBUTION 2986 2986 STATE TAX REFUND 2986 935722 292253 28895 170463 X 13153 13153 0 0 0 0 0 48607 48607 0 0 4483 4483 0 17797 16576 1221 7571 7051 520 0 0 0 0 0 0 0 0 0 0 0 0 0 0 46628 44297 2331 25268 23535 1733 FESTA EXPENSES 242971 242971 REPAIRS AND REPLACEMENTS 58010 54031 3979 UTILITIES 42425 39515 2910 CHAPEL/CHURCH 37438 37438 198944 189142 9802 743295 667709 75586 0 476127 420060 86241 206523 0 0 0 0 0 57900 57053 0 2764910 1436729 1367008 1328181 0 2637025 3016590 0 0 250 6375 4624551 5034782 48533 30555 48533 30555 X 4576018 5004227 4576018 5004227 4624551 5034782 192427 235782 X false false false X 437803 113114 311604 288308 440469 1591298 100854 26447 49655 140047 148427 465430 0 0 0 538657 139561 361259 428355 588896 2056728 112130 23000 32909 67276 65950 301265 0 112130 23000 32909 67276 65950 301265 1755463 57171 71004 90457 82960 101625 403217 0 57171 71004 90457 82960 101625 403217 0 0 595828 210565 451716 511315 690521 2459945 0.71360 0.72780 0.16390 0.15290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 801927 1000 802927 222309 131168 91141 1351778 970133 381645 235899 185898 50001 151997 149530 2467 1328181 3016590 PAYROLL TAXES PAYABLE 29647 RENTAL AND SECURITY DEPOSITS 908 30555 false FISH FRY 2023/2024 312136 292186 19950 82006 GOLF TOURNAMENT 53360 36435 16925 28036 8 193406 88461 104945 35267 558902 417082 141820 145309 145309 -3489 188320 40224 true 1.00000 false 8464 true 1.00000 196784 40224 40224 156560 CA true false true false 1.00000 BARBARA HOSAKA 2818 AVENIDA DE PORTUGAL SAN DIEGO CA 92106 false SEE STATEMENT true 8464 Part III, Line 17b - Distributions Required Under State Law CA $8464 false VARIOUS UNDER 5000 VARIOUS SAN DIEGO CA 92106 13153 0 1 0 Form 990, Part VI, Section A, Line 2 THERESE GARCES (DIRECTOR) AND DANIEL SILVA (PRESIDENT) ARE AUNT AND NEPHEW. Form 990, Part VI, Section B, Line 11b THE BOARD OF DIRECTORS AND THE ACCOUNTING TEAM MEET TO REVIEW AND COMPARE THE INTERNALLY-PREPARED FINANCIAL STATEMENTS AND THE FORM 990. ALL QUESTIONS AND DISCREPANCIES ARE REVIEWED AND DISCUSSED AND THE CPA FIRM IS CONSULTED ON ANY UNRESOLVED QUESTIONS AND CONCERNS. Form 990, Part VI, Section C, Line 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW AT THE ORGANIZATION'S SAN DIEGO, CALIFORNIA OFFICE. COPIES ARE AVAILABLE AT NO CHARGE TO INDIVIDUALS WHO REQUEST THEM IN PERSON. COPIES ARE PROVIDED FOR A NOMINAL CHARGE TO PERSONS WHO CONTACT THE ORGANIZATION BY PHONE, E-MAIL OR REGULAR MAIL AND REQUEST A COPY BE MAILED TO THEM. Form 990, Part IX, Line 24e ANNUAL MEETING: Column (A) - Total = $561; Column (B) - Program Services = $561; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e BANK CHARGES: Column (A) - Total = $10295; Column (B) - Program Services = $9589; Column (C) - Management & General = $706; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e BOARD OF DIRECTORS: Column (A) - Total = $1440; Column (B) - Program Services = $0; Column (C) - Management & General = $1440; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e CHRISTMAS PROGRAM: Column (A) - Total = $10091; Column (B) - Program Services = $10091; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e COMMUNITY FUNCTIONS: Column (A) - Total = $19722; Column (B) - Program Services = $19722; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e DINING: Column (A) - Total = $1345; Column (B) - Program Services = $1345; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e DUES: Column (A) - Total = $1855; Column (B) - Program Services = $1728; Column (C) - Management & General = $127; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e EQUIPMENT & MATERIALS: Column (A) - Total = $17415; Column (B) - Program Services = $16221; Column (C) - Management & General = $1194; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e FEDERAL INCOME TAX: Column (A) - Total = $1942; Column (B) - Program Services = $1942; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e FILHARMONICA EXPENSES: Column (A) - Total = $16205; Column (B) - Program Services = $16205; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e FOREIGN TAX: Column (A) - Total = $1947; Column (B) - Program Services = $1947; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e GARDENING: Column (A) - Total = $4679; Column (B) - Program Services = $4359; Column (C) - Management & General = $320; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e INVESTMENT FEES: Column (A) - Total = $4191; Column (B) - Program Services = $4191; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e JANITORIAL: Column (A) - Total = $33534; Column (B) - Program Services = $31234; Column (C) - Management & General = $2300; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e LICENSE: Column (A) - Total = $1213; Column (B) - Program Services = $1130; Column (C) - Management & General = $83; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e LINENS: Column (A) - Total = $955; Column (B) - Program Services = $889; Column (C) - Management & General = $66; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e OTHER TAXES: Column (A) - Total = $248; Column (B) - Program Services = $248; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e PEST CONTROL: Column (A) - Total = $1191; Column (B) - Program Services = $1109; Column (C) - Management & General = $82; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e PORTUGUESE AMERICAN DANCERS: Column (A) - Total = $5891; Column (B) - Program Services = $5891; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Postage and Shipping: Column (A) - Total = $399; Column (B) - Program Services = $371; Column (C) - Management & General = $28; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e POSTAGE: Column (A) - Total = $211; Column (B) - Program Services = $211; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e PROPERTY TAXES: Column (A) - Total = $13671; Column (B) - Program Services = $12733; Column (C) - Management & General = $938; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e ROMARIA: Column (A) - Total = $17948; Column (B) - Program Services = $17948; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e SECURITY: Column (A) - Total = $9152; Column (B) - Program Services = $8525; Column (C) - Management & General = $627; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e STATE TAX: Column (A) - Total = $759; Column (B) - Program Services = $759; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e SUPPLIES: Column (A) - Total = $11779; Column (B) - Program Services = $10540; Column (C) - Management & General = $1239; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e TELEPHONE: Column (A) - Total = $3077; Column (B) - Program Services = $2866; Column (C) - Management & General = $211; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e TRASH REMOVAL: Column (A) - Total = $6429; Column (B) - Program Services = $5988; Column (C) - Management & General = $441; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e WEBSITE: Column (A) - Total = $799; Column (B) - Program Services = $799; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Statement Note 1 SCHEDULE G, LINE 16:GAMING (RAFFLE) MANAGERS: LYNN GUIDI, DIANE LEAL, ELSA MACHADOCOMPENSATION: ALL RAFFLES MANAGED BY VOLUNTEERSSERVICES PROVIDED: SUPERVISE TICKET SALES, COLLECT MONEY, VERIFY ALL TICKETS IN COLLECTION BARREL AND OVERSEE RANDOM DRAWING OF TICKETS FOR PRIZESSCHEDULE G, QUESTION 17A AND B:CALIFORNIA REQUIRES THAT AT LEAST 90% OF THE GROSS RECEIPTS FROM RAFFLES GO DIRECTLY TO BENEFICIAL OR CHARITABLE PURPOSES IN CALIFORNIA. DURING 2023, ORGANIZATION SPENT $8,464 IN ITS OWN EXEMPT ACTIVITIES.