PORTLAND AFFORDABLE HOUSING PRESERVATION TRUST (EIN 931289263) - 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

2000

Legal Domicile

Principal Officer

TED GILBERT

Phone

5032219424

Tax Period

2023-01-01 to 2023-12-31

PORTLAND AFFORDABLE HOUSING PRESERVATION TRUST, founded in 2000, is a community nonprofit in the Housing & Shelter sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $362K, a strong 31% operating margin.

Mission

TO CREATE AND PRESERVE HOUSING IN THE PORTLAND AREA THAT IS AFFORDABLE TO LOW-INCOME FAMILIES.

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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 $0

Program Service Revenue $847,929

Investment Income $310,614

Other Revenue $0

TOTAL REVENUE $1,158,543

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,317

Fundraising Expenses $0

Program Expenses $708,811

Other Expenses $723,981

TOTAL EXPENSES $796,298

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,158,543	$770,084	+0.5%
Expenses	$796,298	$589,354	+0.4%
Net Income	$362,245	$180,730	+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

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
MOLLY MINK LISTON	BOARD MEMBER	1.00	Director	$0	$0	$0
TED GILBERT	CHAIRMAN	3.00	Officer Director	$0	$0	$0
SHEM HARDING	SECRETARY	1.00	Officer Director	$0	$0	$0
DANIEL NATSCH	TREASURER	1.00	Officer Director	$0	$0	$0
T BARRY BRENNEKE	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN STEFFEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES LEE	BOARD MEMBER	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
2024	No data	No data	No data	No data
2023	$1,158,543	$796,298	$4,920,780	$362,245
2022	$770,084	$589,354	$3,960,645	$180,730
2021	$712,758	$500,528	$3,779,895	$212,230
2020	$593,762	$476,359	$3,566,740	$117,403
2019	$677,251	$692,806	$3,756,878	$-15,555
2018	$1,506,435	$992,305	$3,772,433	$514,130

PORTLAND AFFORDABLE HOUSING PRESERVATION TRUST