THE PORTLAND CLINIC FOUNDATION (EIN 930522940) - 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

Formation Year

1963

Legal Domicile

Principal Officer

MICHAEL L LARSON

Phone

5032210161

Tax Period

2023-01-01 to 2023-12-31

THE PORTLAND CLINIC FOUNDATION, founded in 1963, is a small nonprofit that reported $120K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Net assets of $549K represent 55 months of operating reserves.

Mission

TO ADVANCE COMMUNITY WELLNESS AND IMPROVE THE SOCIAL DETERMINANTS OF HEALTH.

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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 $107,529

Program Service Revenue $0

Investment Income $12,085

Other Revenue $0

TOTAL REVENUE $119,614

Expense Breakdown

Grants Paid $115,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,000

Other Expenses $1,357

TOTAL EXPENSES $116,357

Year-over-Year Comparison

	2023	2022	Change
Revenue	$119,614	$140,517	-0.1%
Expenses	$116,357	$111,351	+0.0%
Net Income	$3,257	$29,166	-0.9%

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

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
LAURA BLEDSOE	BOARD MEMBER	Director	$0	$0	$0
JESSICA BINKLEY	BOARD MEMBER	Director	$0	$0	$0
EMMA ROMMEL	BOARD MEMBER	Director	$0	$0	$0
LI SERNA	BOARD MEMBER	Director	$0	$0	$0
DIANA UMENE	BOARD MEMBER	Director	$0	$0	$0
SUSAN BITZ	BOARD MEMBER	Director	$0	$0	$0
SHANNON DIEDE	BOARD MEMBER	Director	$0	$0	$0
WALT SMITH	BOARD MEMBER	Director	$0	$0	$0
MARVIN KAISER	BOARD MEMBER	Director	$0	$0	$0
ALBERT KHINE	BOARD MEMBER	Director	$0	$0	$0
ALYSSA MCLEAN	CHAIRMAN	Officer	$0	$0	$0
MIKE LARSON	VICE CHAIRMAN	Officer	$0	$0	$0
DOUG CAPPS	SECRETARY	Officer	$0	$0	$0
JENNIFER BARON	TREASURER	Officer	$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
2023	$119,614	$116,357	$548,860	$3,257
2022	$140,517	$111,351	$545,603	$29,166

THE PORTLAND CLINIC FOUNDATION