PRINCE HENRY SOCIETY OF MASSACHUSETTS GROUP FILING (EIN 900079877) - 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

1984

Legal Domicile

Principal Officer

WILLIAM VIVERIOS

Phone

5089949333

Tax Period

2023-07-01 to 2024-06-30

PRINCE HENRY SOCIETY OF MASSACHUSETTS GROUP FILING, founded in 1984, is a small nonprofit that reported $268K in total revenue in fiscal year 2023. The organization ran a surplus of $59K, a strong 22% operating margin.

Mission

THE ORGANIZATION SEEKS TO PROVIDE EDUCATIONAL, CHARITABLE AND CIVIC ASSISTANCE TO THE COMMUNITIES COMPRISING SOUTHEASTERN MASSACHUSETTS AS WELL AS THE PROMOTION OF PORTUGESE HERITAGE TO ITS CITIZENS.

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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 $102,950

Program Service Revenue $34,714

Investment Income $9,696

Other Revenue $120,253

TOTAL REVENUE $267,613

Expense Breakdown

Grants Paid $40,150

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $157,898

Other Expenses $168,014

TOTAL EXPENSES $208,164

Year-over-Year Comparison

	2023	2022	Change
Revenue	$267,613	$258,894	+0.0%
Expenses	$208,164	$269,878	-0.2%
Net Income	$59,449	$-10,984	-6.4%

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

150

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL MONTEIRO	TREASURER-TAUNTON	1.00	Officer Director	$0	$0	$0
ROGER CARMELO	VICE PRESIDENT-TAUNTON	1.00	Officer Director	$0	$0	$0
BARBARA CATABIA	SECRETARY-TAUNTON	1.00	Officer Director	$0	$0	$0
TERESA MELLO	PRESIDENT-TAUNTON	1.00	Officer Director	$0	$0	$0
FERNANDO AGUIAR	DIRECTOR	1.00	Director	$0	$0	$0
BARRY FERREIRA	VICE PRESIDENT-FALL RIVER	1.00	Officer Director	$0	$0	$0
DAVID ROCHA	PRESIDENT-FALL RIVER	1.00	Officer Director	$0	$0	$0
SALLY MEDEIROS	SECRETARY-FALL RIVER	1.00	Officer Director	$0	$0	$0
GUALDINO MEDEIROS	TREASURER-FALL RIVER	1.00	Officer Director	$0	$0	$0
ARMANDO PERREIRA	VICE PRESIDENT-NEW BEDFORD	1.00	Officer Director	$0	$0	$0
JOSEPH TAVARES	DIRECTOR	1.00	Officer Director	$0	$0	$0
AGOSTINHO PINTO	TREASURER-NEW BEDFORD	1.00	Officer Director	$0	$0	$0
MARC SANTOS	DIRECTOR	1.00	Officer Director	$0	$0	$0
WILLIAM VEVEIROS	PRESIDENT-NEW BEDFORD	1.00	Officer Director	$0	$0	$0
ED BERNANDO	DIRECTOR	1.00	Officer Director	$0	$0	$0
SCOTT FERREIRA	DIRECTOR	1.00	Director	$0	$0	$0
SHAUN FERREIRA	DIRECTOR	1.00	Director	$0	$0	$0
AL ALVES	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN BRAZ	DIRECTOR	1.00	Director	$0	$0	$0
ARMANDO PERREIRA	VICE PRESIDENT-NEW BEDFORD	1.00	Director	$0	$0	$0
CARLOS DACUNHA	DIRECTOR	1.00	Director	$0	$0	$0
NELSON RODRIQUES	DIRECTOR	1.00	Director	$0	$0	$0
PAUL REGO	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY GOULART	DIRECTOR	1.00	Director	$0	$0	$0
DONALD MONIZ	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT GASPAR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CAMARA	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH PERREIRA	DIRECTOR	1.00	Director	$0	$0	$0
MANUEL PERREIRA	DIRECTOR	1.00	Director	$0	$0	$0
MANUEL LOURO	DIRECTOR	1.00	Director	$0	$0	$0
JOSE CASTELO	DIRECTOR	1.00	Director	$0	$0	$0
RONALD BORGES	DIRECTOR	1.00	Director	$0	$0	$0
MANUEL GOULART	DIRECTOR	1.00	Director	$0	$0	$0
AL DIAS	DIRECTOR	1.00	Director	$0	$0	$0
VICTOR PINHEIRO	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS ALVES	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY MARTIN	DIRECTOR	1.00	Director	$0	$0	$0
DAN DALUZ	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE TRAHAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL CAMARA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN FERREIRA	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL TAVARES	DIRECTOR	1.00	Director	$0	$0	$0
PAUL DOUGLAS	SECRETARY-NEW BEDFORD	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
2025	No data	No data	No data	No data
2024	$267,613	$208,164	$770,801	$59,449
2023	$258,894	$269,878	$710,360	$-10,984
2022	$253,493	$175,654	$730,927	$77,839

PRINCE HENRY SOCIETY OF MASSACHUSETTS GROUP FILING