ESTATE PLANNING COUNCIL OF PORTLAND INC (EIN 930793336) - 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

1980

Legal Domicile

Principal Officer

KIM SPAULDING

Phone

5032539385

Tax Period

2023-05-01 to 2024-04-30

ESTATE PLANNING COUNCIL OF PORTLAND INC, founded in 1980, is a small nonprofit that reported $210K in total revenue in fiscal year 2023. Expenses of $294K exceeded revenue, resulting in a 40% operating deficit.

Mission

PROMOTE ESTATE PLANNING EDUCATION.

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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 $109,313

Program Service Revenue $97,851

Investment Income $2,349

Other Revenue $0

TOTAL REVENUE $209,513

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $294,227

TOTAL EXPENSES $294,227

Year-over-Year Comparison

	2023	2022	Change
Revenue	$209,513	N/A	N/A
Expenses	$294,227	N/A	N/A
Net Income	$-84,714	$0	N/A

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD C POGUE	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELE E WASSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KIMBERLY A SPAULDING	SECRETARY	1.00	Officer Director	$0	$0	$0
SAMANTHA PAHLOW	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC HORMEL	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JOYLYN ANKENEY	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
KAREN HOBSON	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
STUART ALLEN	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
MICHAEL WALKER	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
MICHELLE KOHLBUSH	DIRECTOR AT LARGE	1.00	Director	$0	$0	$0
DANIELLE FISCHER	DIRECTOR AT LARGE	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	$209,513	$294,227	$128,527	$-84,714

ESTATE PLANNING COUNCIL OF PORTLAND INC