SOUTHEASTERN MASSACHUSETTS-SER FOUNDATION (EIN 043015125) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

SOUTHEASTERN MASSACHUSETTS-SER FOUNDATION, founded in 1987, is a small nonprofit that reported $133K in total revenue in fiscal year 2023. Expenses of $123K left a modest 8% surplus.

Mission

OWNERSHIP OF REAL PROPERTY IN SUPPORT OF RELATED ENTITYS EXEMPT PURPOSE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $132,783

TOTAL REVENUE $132,783

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,965

Other Expenses $122,517

TOTAL EXPENSES $122,517

Year-over-Year Comparison

	2023	2022	Change
Revenue	$132,783	$131,930	+0.0%
Expenses	$122,517	$129,259	-0.1%
Net Income	$10,266	$2,671	+2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$93,432

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA FERREIRA-BEDARD	DIRECTOR	1.00	Director	$0	$0	$93,432
JOHN MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
LIBERAL SILVA	DIRECTOR	1.00	Director	$0	$0	$0
LUBELIA RAPOSO	DIERCTOR	1.00	Officer Director	$0	$0	$0
PAUL F SILVA	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JULIE M RAMOS-GAGLIARDI	CLERK	1.00	Officer Director	$0	$0	$0
ANTHONY MEDEIROS	TREASURER	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$41,809	$39,596	No data	$2,213
2024	$132,783	$122,517	$728,270	$10,266
2023	$131,930	$129,259	$723,851	$2,671
2022	$131,335	$121,690	$726,019	$9,645
2021	$131,761	$123,207	$720,374	$8,554
2020	$133,509	$132,220	$799,171	$1,289
2019	$132,146	$121,177	$804,729	$10,969
2018	$156,196	$130,204	$802,895	$25,992

SOUTHEASTERN MASSACHUSETTS-SER FOUNDATION