Nonprofit · EIN 77-0359110
PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC
Tax-exempt · SAN JOSE, CA 95158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $80,943 | $67,394 | $13,549 | $217,060 | $100 | $216,960 |
| December 31, 2024 | 990-EZ | $100,527 | $73,815 | $26,712 | $203,411 | $0 | $203,411 |
| December 31, 2023 | 990-EZ | $88,828 | $67,496 | $21,332 | $176,699 | $0 | $176,699 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $25,045
- Program service revenue
- $50,869
- Investment income
- $5,029
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Occupancy
- $18,174
- Printing, publications and postage
- $4,169
- Other expenses
- $45,051
Balance sheet and other
- Total assets, start of year
- $203,411
- Total assets, end of year
- $217,060
- Total liabilities, end of year
- $100
- Net assets, end of year
- $216,960
- Cash, savings and investments
- $217,060
- Gross receipts
- $80,943
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY ESCOBAR | PRESIDENT | 5 | $0 |
| MARIA ROLIZ | VICE PRESIDENT | 10 | $0 |
| MARIA JOAO DA CRUZ | SECRETARY | 5 | $0 |
| MARY CORREIA | TREASURER | 10 | $0 |
| JOE MACHADO | ADVISORY COUNCIL | 5 | $0 |
| BRIAN SERPA | ADVISORY COUNCIL | 3 | $0 |
| ANTONINO PASCOAL | ADVISORY COUNCIL | 5 | $0 |
| KEVIN COELHO | DIRECTOR | 1 | $0 |
| EDUARDO COLLACO | DIRECTOR | 1 | $0 |
| CARLOS FAGUNDES | DIRECTOR | 1 | $0 |
| JOE FARIA | DIRECTOR | 3 | $0 |
| BETTY FAULTNER | DIRECTOR | 3 | $0 |
| RICHARD KATEN | DIRECTOR | 1 | $0 |
| MANUEL BETTENCOURT | DIRECTOR | 1 | $0 |
| JULIE MENESES | DIRECTOR | 1 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANITA PASCOAL | DIRECTOR | 5 | $0 |
| BONNIE STAGGS | DIRECTOR | 1 | $0 |
| HELIA SOUSA | DIRECTOR | 1 | $0 |
| ANA PAULA SILVA | DIRECTOR | 1 | $0 |
| MARY ALSHEIKH | DIRECTOR | 1 | $0 |
| LOUISE AVILA | DIRECTOR | 1 | $0 |
| SHARLENE MELLO | DIRECTOR | 1 | $0 |
| ARLENE AVILA | DIRECTOR | 1 | $0 |
| LISA MARIE AVILA | DIRECTOR | 1 | $0 |
990-EZ for the year ended December 31, 2024: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY ESCOBAR | PRESIDENT | 5 | $0 |
| JOSE PEREIRA | VICE PRESIDENT | 1 | $0 |
| MARIA ROLIZ | SECRETARY | 10 | $0 |
| MARY CORREIA | TREASURER | 10 | $0 |
| JOE MACHADO | ADVISORY COUNCIL | 5 | $0 |
| BRIAN SERPA | ADVISORY COUNCIL | 3 | $0 |
| ANTONINO PASCOAL | ADVISORY COUNCIL | 5 | $0 |
| KEVIN COELHO | DIRECTOR | 1 | $0 |
| EDUARDO COLLACO | DIRECTOR | 1 | $0 |
| CARLOS FAGUNDES | DIRECTOR | 1 | $0 |
| JOE FARIA | DIRECTOR | 3 | $0 |
| BETTY FAULTNER | DIRECTOR | 3 | $0 |
| RICHARD KATEN | DIRECTOR | 1 | $0 |
| MANUEL BETTENCOURT | DIRECTOR | 1 | $0 |
| JULIE MENESES | DIRECTOR | 1 | $0 |
| ANITA PASCOAL | DIRECTOR | 5 | $0 |
| BONNIE STAGGS | DIRECTOR | 1 | $0 |
| HELIA SOUSA | DIRECTOR | 1 | $0 |
| ANA PAULA SILVA | DIRECTOR | 1 | $0 |
| MARY ALSHEIKH | DIRECTOR | 1 | $0 |
| LOUISE AVILA | DIRECTOR | 1 | $0 |
| SHARLENE MELLO | DIRECTOR | 1 | $0 |
| MARIA JOAO DA CRUZ | DIRECTOR | 1 | $0 |
990-EZ for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY ESCOBAR | PRESIDENT | 5 | $0 |
| JOSE PEREIRA | VICE PRESIDENT | 1 | $0 |
| MARIA ROLIZ | SECRETARY | 10 | $0 |
| MARY CORREIA | TREASURER | 10 | $0 |
| JOE MACHADO | ADVISORY COUNCIL | 5 | $0 |
| BRIAN SERPA | ADVISORY COUNCIL | 3 | $0 |
| ANTONINO PASCOAL | ADVISORY COUNCIL | 10 | $0 |
| KEVIN COELHO | DIRECTOR | 1 | $0 |
| EDUARDO COLLACO | DIRECTOR | 1 | $0 |
| CARLOS FAGUNDES | DIRECTOR | 1 | $0 |
| JOE FARIA | DIRECTOR | 3 | $0 |
| BETTY FAULTNER | DIRECTOR | 3 | $0 |
| RICHARD KATEN | DIRECTOR | 1 | $0 |
| MANUEL BETTENCOURT | DIRECTOR | 1 | $0 |
| JULIE MENESES | DIRECTOR | 1 | $0 |
| ANITA PASCOAL | DIRECTOR | 10 | $0 |
| BONNIE STAGGS | DIRECTOR | 1 | $0 |
| HELIA SOUSA | DIRECTOR | 1 | $0 |
| ANA PAULA SILVA | DIRECTOR | 1 | $0 |
| MARY ALSHEIKH | DIRECTOR | 1 | $0 |
| LOUISE AVILA | DIRECTOR | 1 | $0 |
| SHARLENE MELLO | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 18277, SAN JOSE, CA 95158-8277
- Signed the 990-EZ
- MARIA ROLIZ, 0
- Phone
- (000) 000-0000
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0359110 or by the name PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
RESEARCH AND PROMOTE PORTUGUESE CULTURE
Program accomplishments
- STAGED FESTIVAL TO PROMOTE GREATER AWARENESS OF PORTUGUESE HISTORY AND CULTURE PARTICULARLY IN CALIFORNIA APPROX 4000 VISITORS
- OPERATED PORTUGUESE HISTORICAL MUSEUM OPEN TO THE PUBLIC ON WEEKENDS AND USED FOR STUDENTS FIELD TRIPS ON WEEKDAYS APPROX 3500 VISITORS
- PUBLISHED AND MAILED NEWSLETTER TO DIVERSE READERSHIP OF MORE THAN 3000 FAMILIES EACH ISSUE
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 77-0359110
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A500)
- Assets (IRS master file)
- $217,060
- Income (IRS master file)
- $80,943
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $80,943 | $67,394 | $217,060 | XML |
| 990-EZ | December 2024 | $100,527 | $73,815 | $203,411 | IRS |
| 990-EZ | December 2023 | $88,828 | $67,496 | $176,699 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0359110).
Questions about PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC
- What is the EIN of PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC?
- The employer identification number (EIN) of PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC is 77-0359110.
- Is PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC?
- The 990-EZ for the year ended December 31, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does PORTUGUESE HERITAGE SOCIETY OF CALIFORNIA INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $80,943, expenses of $67,394 and total assets of $217,060 at year end.
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