Trustees of First Parish in Portland (EIN 016012053) - 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

1902

Legal Domicile

Principal Officer

Carl Cappello

Phone

2077735747

Tax Period

2024-07-01 to 2025-06-30

Trustees of First Parish in Portland, founded in 1902, is a small nonprofit that reported $758K in total revenue in fiscal year 2024. Revenue surged 157% from the prior year, signaling strong growth momentum. The organization ran a surplus of $345K, a strong 46% operating margin.

Mission

To maintain and operate the First Parish Church in Portland, ME.

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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 $452,171

Program Service Revenue $0

Investment Income $264,955

Other Revenue $40,539

TOTAL REVENUE $757,665

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,911

Fundraising Expenses $0

Program Expenses $357,819

Other Expenses $388,720

TOTAL EXPENSES $412,631

Year-over-Year Comparison

	2024	2023	Change
Revenue	$757,665	$295,346	+1.6%
Expenses	$412,631	$193,580	+1.1%
Net Income	$345,034	$101,766	+2.4%

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

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
Janet Robinson	Treasurer	2.00	Officer Director	$0	$0	$0
Theodore Oldham	Trustee	2.00	Director	$0	$0	$0
Austin Farrar	Chair	2.00	Officer Director	$0	$0	$0
Jason Shedlock	Trustee	2.00	Director	$0	$0	$0
Janet Puistonen	Secretary	2.00	Officer Director	$0	$0	$0
Randall B Weill	Trustee	2.00	Director	$0	$0	$0
Charles J Micoleau	Trustee	2.00	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	$757,665	$412,631	$4,091,719	$345,034
2024	No data	No data	No data	No data
2023	$187,198	$173,573	$3,543,237	$13,625
2022	$205,041	$165,164	$3,490,497	$39,877
2021	$197,748	$160,719	$3,867,866	$37,029
2020	$52,180	$154,470	$3,139,209	$-102,290
2019	$103,682	$134,530	$3,232,186	$-30,848
2018	$189,461	$141,089	$3,229,970	$48,372

Trustees of First Parish in Portland