PORTUGUESE HERITAGE SOCIETY INC (EIN 113296753) - 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

1995

Legal Domicile

Principal Officer

JULIA RODRIGUES

Phone

5167904932

Tax Period

2024-01-01 to 2024-12-31

PORTUGUESE HERITAGE SOCIETY INC, founded in 1995, is a micro nonprofit in the Recreation & Sports sector that reported $49K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $95K exceeded revenue, resulting in a 92% operating deficit.

Mission

TO PROVIDE FRATERNITY AND COOPERATION AMONG THE PORTUGUESE COMMUNITY AND FOR THE RECREATION AND ENTERTAINMENT OF THE MEMBERS AND THEIR GUESTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $12,231

Program Service Revenue $8,079

Investment Income $0

Other Revenue $28,922

TOTAL REVENUE $49,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,700

Program Expenses $53,249

Other Expenses $94,683

TOTAL EXPENSES $94,683

Year-over-Year Comparison

	2024	2023	Change
Revenue	$49,232	$58,888	-0.2%
Expenses	$94,683	$92,710	+0.0%
Net Income	$-45,451	$-33,822	+0.3%

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

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JULIA RODRIGUES	PRESIDENT	Officer Director	$0	$0	$0
EMILY SOUSA	VICE PRESIDENT	Officer Director	$0	$0	$0
REMIGIO CUNHA	TREASURER	Officer Director	$0	$0	$0
SUSANA REIS	SECRETARY	Officer Director	$0	$0	$0
MARLENE MORAIS	SECRETARY	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
2025	No data	No data	No data	No data
2024	$49,232	$94,683	$372,499	$-45,451
2023	$58,888	$92,710	$415,154	$-33,822
2022	$81,514	$63,365	$445,848	$18,149
2021	$102,524	$75,680	$427,125	$26,844
2020	$82,649	$56,765	$399,486	$25,884
2019	$92,986	$69,815	$391,676	$23,171
2018	$95,001	$81,435	$406,213	$13,566

PORTUGUESE HERITAGE SOCIETY INC