Roman Catholic Diocese of Portland Diocesan Priests' Medical Benefits Trust

EIN: 844223462 Mutual Benefit

Portland, ME

Total Revenue
$1,401,511
Total Expenses
$1,134,877
Total Assets
$7,887,676
Net Assets
$7,884,093
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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
2020
Legal Domicile
ME
Principal Officer
John Bernier
Phone
2077736471
Tax Period
2024-07-01 to 2025-06-30

Roman Catholic Diocese of Portland Diocesan Priests' Medical Benefits Trust, founded in 2020, is a community nonprofit in the Mutual Benefit sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $267K, a strong 19% operating margin.

Mission

Tax-exempt employee benefit trust.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $130,244
Program Service Revenue $1,113,625
Investment Income $157,642
Other Revenue $0
TOTAL REVENUE $1,401,511

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $112,194
TOTAL EXPENSES $1,134,877

Year-over-Year Comparison

2024 2023 Change
Revenue $1,401,511 $1,629,033 -0.1%
Expenses $1,134,877 $1,218,817 -0.1%
Net Income $266,634 $410,216 -0.4%
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

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Governance

Voting Members
11
Independent Members
2
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
6
$398,350
Total Directors
15
$873,054
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Scott Graff Trustee; RCBP CFO (end 6/26/2025) 1.00
Officer Director
$0 $7,296 $196,343
Elizabeth Allen Trustee 1.00
Director
$0 $9,313 $133,771
John Bernier Trustee; RCBP CFO 1.00
Officer Director
$0 $0 $113,445
Karen Murphy Trustee 1.00
Director
$0 $23,286 $99,067
Rev Phillip A Tracy Trustee 1.00
Director
$0 $11,242 $49,259
Rev Edward R Clifford Trustee 1.00
Director
$0 $11,242 $49,259
Rev Msgr Marc Caron Trustee (end 6/2025) 1.00
Director
$0 $0 $38,017
Rev Kyle Doustou Trustee 1.00
Director
$0 $11,242 $49,259
Bishop James T Ruggieri Ex-Officio President 1.00
Officer Director
$0 $11,242 $49,141
Rev Msgr Paul F Stefanko Chairperson 1.00
Officer Director
$0 $0 $39,421
Kathleen Pike Trustee 1.00
Director
$0 $0 $56,072
Kate Bruster Trustee 1.00
Director
$0 $0 $0
Gregg Ginn Trustee (end 2/2026) 1.00
Director
$0 $0 $0
Sr Rita-Mae Bissonnette RSR Secretary (end 8/2024) 1.00
Officer Director
$0 $0 $0
Br James Peterson Secretary 1.00
Officer Director
$0 $0 $0
N/A Institutional Trustee 1.00
$6,806 $0 $6,806
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 $1,401,511 $1,134,877 $7,887,676 $266,634
2024 No data No data No data No data
2023 $1,424,088 $1,145,118 $6,166,246 $278,970
2022 $1,399,787 $986,631 $5,648,568 $413,156
2021 $1,181,943 $981,667 $5,929,831 $200,276
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