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Nonprofit · EIN 95-1691325

UNITED PORTUGUESE S E S INC

Tax-exempt · SAN DIEGO, CA 92106

Financials

$936K$743K2023$850K$772K2024$1.9M$778K2025
Revenue Expenses · by fiscal year end
Financials of UNITED PORTUGUESE S E S INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,878,174$777,895$1,100,279$5,607,657$52,566$5,555,091
December 31, 2024990$850,055$771,700$78,355$5,334,642$43,880$5,290,762
December 31, 2023990$935,722$743,295$192,427$5,034,782$30,555$5,004,227
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$348,855
Program service revenue
$200,917
Investment income
$1,065,514
Net rental income
$86,693
Net gain from sales of assets
$954,443
Net income from fundraising events
$21,380
Net income from gaming
$129,297
Net income from sales of inventory
$25,405
Other revenue
$262,888

Expenses

Grants and similar amounts paid
$24,375
Compensation of officers, directors and key employees
$0
Other salaries and wages
$55,562
Salaries, compensation and benefits (total)
$60,096
Professional fundraising fees
$0
Legal fees
$8,587
Accounting fees
$7,093
Depreciation
$44,632
Program services (functional)
$698,219
Management and general (functional)
$79,676

Balance sheet and other

Total assets, start of year
$5,334,642
Total assets, end of year
$5,607,657
Total liabilities, end of year
$52,566
Net assets, end of year
$5,555,091
Land, buildings and equipment
$3,752,742
Gross unrelated business income
$17,159
Gross receipts
$4,295,256
Employees
6
Year formed
1934
State of legal domicile
CA

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANDREA DA LUZHALL MANAGER
Trustee or director
2$38,272
DIANA M BALELOFINC. SECRETARY
Trustee or director
2$17,290
TAMY BRANSTETTERTreasurer
Trustee or director, Officer
2$0
JENNA LOCOCODirector
Trustee or director
2$0
TESS BLOOMDirector
Trustee or director
2$0
ANDREA BRITO BOKOSKYDirector
Trustee or director
2$0
ANNETTE BALELOPresident
Trustee or director, Officer
2$0
MATTEO CAMACHO-BIERDirector
Trustee or director
2$0
CHRIS DA ROSADirector
Trustee or director
2$0
JACLYN GIAQUINTODirector
Trustee or director
2$0
KARINNA FELICIANODirector
Trustee or director
2$0
ASHLEY BARANDIARANDirector
Trustee or director
2$0
LORIANA MADRUGADirector
Trustee or director
2$0
PAMELA RODRIGUESDirector
Trustee or director
2$0
MARIA SILVADirector
Trustee or director
2$0
16 more people on this return
NameTitleHours / weekCompensation
JACQUELYN NEVESDirector
Trustee or director
2$0
JEANETTE M SIMOESDirector
Trustee or director
2$0
THERESE GARCESDirector
Trustee or director
2$0
DAVID MELO TAVARESDirector
Trustee or director
2$0
JORDAN THIERRYDirector
Trustee or director
2$0
TYLER GOULARTDirector
Trustee or director
2$0
KELLY MADRUGADirector
Trustee or director
2$0
RICARDO DA ROSAVice President
Trustee or director, Officer
2$0
MARY JANE WARRENDirector
Trustee or director
2$0
DEO HOLMQUISTDirector
Trustee or director
2$0
BARBARA HOSAKADirector
Trustee or director
2$0
GRACE ROSA DRUMMONDDirector
Trustee or director
2$0
BERLYN BALELODirector
Trustee or director
2$0
DARLENE BYRNEFESTA PRESIDENT
Trustee or director
2$0
DINISA VALADAODirector
Trustee or director
2$0
JEANETTE D FINETESecretary
Trustee or director, Officer
2$0
990 for the year ended December 31, 2024: 32 people
NameTitleHours / weekCompensation
ANDREA DA LUZHALL MANAGER
Trustee or director
2$36,946
DIANA M BALELOFINC. SECRETARY
Trustee or director
2$15,618
TAMY BRANSTETTERDirector
Trustee or director
2$0
JENNA LOCOCODirector
Trustee or director
2$0
MARISSA BAGASODirector
Trustee or director
2$0
SEAN CERNEYDirector
Trustee or director
2$0
ANNETTE BALELODirector
Trustee or director
2$0
BRIDGET SCHOEFFELFESTA PRES
Trustee or director
2$0
CHRIS DA ROSADirector
Trustee or director
2$0
MARIA G SOUZAPresident
Trustee or director
2$0
KARINNA FELICIANOVice President
Trustee or director, Officer
2$0
ASHLEY BARANDIARANDirector
Trustee or director
2$0
YVONNE SIRAGUSADirector
Trustee or director
2$0
JULIETTE TURNERSecretary
Trustee or director
2$0
BRIDGETTE MACKSecretary
Trustee or director
2$0
JACQUELYN NEVESDirector
Trustee or director
2$0
TED DRUMMONDFESTA PRES
Trustee or director
2$0
THERESE GARCESVice President
Trustee or director
2$0
CICI DRUMMONDFESTA PRES.
Trustee or director
2$0
RICARDO DAROSADirector
Trustee or director
2$0
TYLER GOULARTDirector
Trustee or director
2$0
KELLY MADRUGADirector
Trustee or director
2$0
DANIEL SILVAPresident
Trustee or director, Officer
2$0
NATALIE VIRISSIMOTreasurer
Trustee or director, Officer
2$0
MARY JANE WARRENDirector
Trustee or director
2$0
DEO HOLMQUISTDirector
Trustee or director
2$0
BARBARA HOSAKADirector
Trustee or director
2$0
GRACE ROSADirector
Trustee or director
2$0
BERLYN BALELODirector
Trustee or director
2$0
DARLENE BYRNEDirector
Trustee or director
2$0
DINISA VALADAODirector
Trustee or director
2$0
JEANETTE FINETEDirector
Trustee or director
2$0
990 for the year ended December 31, 2023: 29 people
NameTitleHours / weekCompensation
ANDREA DA LUZHALL MANAGER
Trustee or director
2$33,220
DIANA M BALELOFINC. SECRETARY
Trustee or director
2$15,388
TAMY BRANSTETTERDirector
Trustee or director
2$0
JENNA LOCOCODirector
Trustee or director
2$0
MARISSA BAGASODirector
Trustee or director
2$0
SEAN CERNEYDirector
Trustee or director
2$0
ANNETTE BALELODirector
Trustee or director
2$0
BRIDGET SCHOEFFELDirector
Trustee or director
2$0
CHRIS DA ROSADirector
Trustee or director
2$0
BABITA SOUZADirector
Trustee or director
2$0
KARINNA FELICIANOVice President
Trustee or director, Officer
2$0
ASHLEY BARANDIARANDirector
Trustee or director
2$0
YVONNE SIRAGUSADirector
Trustee or director
2$0
JULIETTE TURNERDirector
Trustee or director
2$0
BRIDGETTE MACKSecretary
Trustee or director
2$0
JACQUELYN NEVESDirector
Trustee or director
2$0
TED DRUMMONDFESTA PRES
Trustee or director
2$0
THERESE GARCESDirector
Trustee or director
2$0
CICI DRUMMONDFESTA PRES.
Trustee or director
2$0
RICARDO DAROSADirector
Trustee or director
2$0
TYLER GOULARTDirector
Trustee or director
2$0
KELLY MADRUGADirector
Trustee or director
2$0
DANIEL SILVAPresident
Trustee or director, Officer
2$0
NATALIE VIRISSIMOTreasurer
Trustee or director, Officer
2$0
MARY JANE WARRENDirector
Trustee or director
2$0
DEO HOLMQUISTDirector
Trustee or director
2$0
BARBARA HOSAKADirector
Trustee or director
2$0
GRACE ROSADirector
Trustee or director
2$0
DINISA VALADAODirector
Trustee or director
2$0

Address and contacts

Address (IRS master file)
2818 AVENIDA DE PORTUGAL, SAN DIEGO, CA 92106-2705
Signed the 990
ANNETTE BALELO, Director
Phone
(619) 889-4088
Return prepared by
MATRANGA & COMPANY AN ACCOUNTANCY CORP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-1691325 or by the name UNITED PORTUGUESE S E S INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

PRESERVATION AND ENCOURAGEMENT OF PORTUGUESE TRADITIONS, CULTURE, AND MUSIC

990 for the year ended December 31, 2025

Program accomplishments

  • 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.
    Expenses $646,156
  • THE PORTUGUESE AMERICAN DANCERS PERFORM AT FESTIVALS AND EVENTS THROUGHOUT CALIFORNIA TO PROMOTE AND ENCOURAGE THE CELEBRATION OF PORTUGUESE DANCE, RITES AND HOLIDAYS.
    Expenses $28,222
  • THE FILARMONICA PERFORMS AT FESTIVALS, PARADES AND EVENTS THROUGHOUT CALIFORNIA TO PROMOTE AND ENCOURAGE THE CELEBRATION OF PORTUGUESE MUSIC, RITES AND HOLIDAYS.
    Expenses $23,841

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
95-1691325
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
2004
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,607,657
Income (IRS master file)
$4,295,256

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,878,174$777,895$5,607,657XML
990-TDecember 2025–––IRS
990December 2024$850,055$771,700$5,334,642XML
990-TDecember 2024–––IRS
990December 2023$935,722$743,295$5,034,782XML
990-TDecember 2023–––IRS
990December 2022$721,196$647,359$4,624,551IRS
990-TDecember 2022–––IRS
990December 2021$623,053$370,517$4,694,537IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––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 95-1691325).

Questions about UNITED PORTUGUESE S E S INC

What is the EIN of UNITED PORTUGUESE S E S INC?
The employer identification number (EIN) of UNITED PORTUGUESE S E S INC is 95-1691325.
Is UNITED PORTUGUESE S E S INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to UNITED PORTUGUESE S E S INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNITED PORTUGUESE S E S 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 UNITED PORTUGUESE S E S 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 UNITED PORTUGUESE S E S INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of UNITED PORTUGUESE S E S INC?
The 990 for the year ended December 31, 2025 lists 31 people; 2 received compensation from the organization, the highest $38,272 (ANDREA DA LUZ, HALL MANAGER).
How much revenue does UNITED PORTUGUESE S E S INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,878,174, expenses of $777,895 and total assets of $5,607,657 at year end.

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