Portland, ME
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)Institute for Family-Owned Business, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $335K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $318K left a modest 5% surplus.
To provide the unique information, resources and networking opportunities to enable Maine's business-owning families to prosper and achieve their fullest potential.
Program services were conducted throughout the year including presentations, educational programs and consulting support related to governance, succession and estate planning, stewardship and...
Program services were conducted throughout the year including presentations, educational programs and consulting support related to governance, succession and estate planning, stewardship and effective leadership strategies. The programs were provided to member companies and were available to Maine family businesses and other companies as well.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2025 | 2024 | Change | |
|---|---|---|---|
| Revenue | $335,031 | $304,991 | +0.1% |
| Expenses | $318,286 | $297,359 | +0.1% |
| Net Income | $16,745 | $7,632 | +1.2% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Joe Capozza III | Chair | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Dottie Chalmers Cutter | Past Chair | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Deirdre Wadsworth | Vice Chair | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Jacques Santucci | Treasurer | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Jeffrey Messer | Secretary | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| David R Ciullo | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Mike Anderson | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Gary Bergeron | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Nick DiMatteo | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Jessica D'Ottavio | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Joshua Ellis | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Shae-Li Fendler | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Jon Levesque | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Lucie Narukundo | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Neal Richard | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Katie Rooks | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Christopher R Smith | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Linda Varrell | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Christopher Wasileski | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Seth Webber | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Charlie Zachau | Board Member | 1.00 |
Director
|
$0 | $0 | $0 |
| Catherine Wygant Fossett | Executive Director | 40.00 |
Officer
|
$101,438 | $2,844 | $104,282 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $335,031 | $318,286 | $199,261 | $16,745 |
| 2024 | $304,991 | $297,359 | $187,974 | $7,632 |
| 2023 | $273,310 | $304,228 | $188,357 | $-30,918 |
| 2022 | $292,962 | $323,692 | $218,303 | $-30,730 |
| 2021 | $314,181 | $247,118 | $288,165 | $67,063 |
| 2020 | $213,534 | $208,976 | $437,112 | $4,558 |
| 2019 | $218,762 | $217,284 | $347,077 | $1,478 |
| 2018 | $202,164 | $176,682 | $320,901 | $25,482 |
Compare Institute for Family-Owned Business with other nonprofits in Maine and across the country.