PORTMAN RECREATION ASSOCIATION (EIN 411299826) - 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

Legal Domicile

Principal Officer

PHIL OLSON

Phone

2185253560

Tax Period

2023-04-01 to 2024-03-31

PORTMAN RECREATION ASSOCIATION is a micro nonprofit that reported $94K in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE OPPORTUNITY FOR LOCAL YOUTH TO LEARN AND PLAY ORGANIZED HOCKEY.

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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 $64,436

Program Service Revenue $31,375

Investment Income $1

Other Revenue $-1,881

TOTAL REVENUE $93,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $90,794

Other Expenses $91,747

TOTAL EXPENSES $91,747

Year-over-Year Comparison

	2023	2022	Change
Revenue	$93,931	$138,636	-0.3%
Expenses	$91,747	$94,331	0.0%
Net Income	$2,184	$44,305	-1.0%

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

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

$10,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARANDA EVERSON	GAMBLING MAN	20.00	Director	$10,500	$0	$10,500
STEPH APPLEBY	VICE PRESIDE	1.00	Director	$0	$0	$0
BRENT EVERSON	BOARD	1.00	Director	$0	$0	$0
JODI FISHER	BOARD	1.00	Director	$0	$0	$0
JOE FISHER	BOARD	1.00	Director	$0	$0	$0
MORGAN JOHNSON	BOARD	1.00	Director	$0	$0	$0
ARNIE LAPLANTE	BOARD	1.00	Director	$0	$0	$0
JON LACORE	BOARD	1.00	Director	$0	$0	$0
JENNIFER LOVELY	BOARD	1.00	Director	$0	$0	$0
SAM MADDY	BOARD	1.00	Director	$0	$0	$0
PHIL OLSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
RYAN REEDY	BOARD	1.00	Director	$0	$0	$0
BRETT SOLOMON	BOARD	1.00	Director	$0	$0	$0
ALLISON SPOELHOF	SECRETARY	1.00	Officer Director	$0	$0	$0
AARON STOLP	RINK DIRECTO	1.00	Officer Director	$0	$0	$0
SYVANNATHIBODAUX	TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN WALDOCH	BOARD	1.00	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	No data	No data	No data	No data
2024	$93,931	$91,747	$84,072	$2,184
2023	$138,636	$94,331	$81,888	$44,305

PORTMAN RECREATION ASSOCIATION