THOMAS JORDAN TRUST TOWN OF CAPE ELIZABETH (EIN 226681420) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1913

Legal Domicile

Principal Officer

KRISTIE BRADBURY

Phone

2077995251

Tax Period

2024-07-01 to 2025-06-30

THOMAS JORDAN TRUST TOWN OF CAPE ELIZABETH, founded in 1913, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $61K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $14K, a strong 23% operating margin.

Mission

TO PROVIDE BENEFITS AND ASSISTANCE TO THE POOR OF THE TOWN OF CAPE ELIZABETH. THE TRUST PROVIDES RELIEF FROM POVERTY AND ASSISTS THE POOR IN BECOMING SELF-SUFFICIENT.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $61,256

Other Revenue $0

TOTAL REVENUE $61,256

Expense Breakdown

Grants Paid $45,759

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,274

Other Expenses $1,515

TOTAL EXPENSES $47,274

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,256	$53,373	+0.1%
Expenses	$47,274	$44,883	+0.1%
Net Income	$13,982	$8,490	+0.6%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
STEPHANIE P ANDERSON	COMMITTEE ME	Director	$0	$0	$0
KRISTIE BRADBURY	FINANCE DIRE	Director	$0	$0	$0
CAITLIN JORDAN HARRIMAN	COMMITTEE ME	Director	$0	$0	$0
PENELOPE A JORDAN	CHAIR	Officer Director	$0	$0	$0
JONATHAN SAHRBECK	COMMITTEE ME	Director	$0	$0	$0
ELIZABETH K SCIFRES	COMMITTEE ME	Director	$0	$0	$0
ANDREW B SWAYZE	COMMITTEE ME	Director	$0	$0	$0
TIMOTHY L THOMPSON	COMMITTEE ME	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	$61,256	$47,274	$1,566,778	$13,982
2024	$53,373	$44,883	$1,427,248	$8,490
2023	$36,796	$15,330	$1,266,442	$21,466
2022	$54,934	$58,899	$1,162,729	$-3,965
2021	$20,292	$60,050	$1,378,991	$-39,758
2020	$37,563	$31,650	$1,139,351	$5,913
2019	$50,276	$37,666	$1,137,182	$12,610
2018	$38,611	$36,772	$1,232,961	$1,839

THOMAS JORDAN TRUST TOWN OF CAPE ELIZABETH