Portland, ME
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
The Roman Catholic Diocese of Portland Diocesan Priests' Medical Benefits Trust is established to provide health benefits for eligible active and retired priests of the Diocese.
The Trust is a voluntary employees' beneficiary association established to provide welfare benefits to employees (both active and retired) of the Roman Catholic Bishop of Portland. Its sole activity...
The Trust is a voluntary employees' beneficiary association established to provide welfare benefits to employees (both active and retired) of the Roman Catholic Bishop of Portland. Its sole activity is receiving, holding, and investing employer contributions to fund welfare benefits for employees, and distributing funds to pay for employee benefits pursuant to plans maintained by the Roman Catholic Bishop of Portland. The Trust provides medical, dental, vision, and pharmacy benefits to its members through a self-funded group health plan. Eligibility for benefits is open to any employee of the Roman Catholic Bishop of Portland who is a Roman Catholic Priest incardinated in the Roman Catholic Diocese of Portland (active or retired), a priest incardinated in the Diocese and serving outside the Diocese, or a priest who is a member of a religious order or community, serving in a Diocesan assignment. All members of the association are eligible for benefits. All time, expenses, and resources employed by the Trust are for the maintenance and provision of these benefits, which is the Trust's exempt purpose.
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)| 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% |
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 |
|---|---|---|---|---|---|---|
| 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 |
| 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 |
Compare Roman Catholic Diocese of Portland Diocesan Priests' Medical Benefits Trust with other nonprofits in Maine and across the country.