Nonprofit · EIN 84-4223462
ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS
Tax-exempt · PORTLAND, ME 04103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,401,511 | $1,134,877 | $266,634 | $7,887,676 | $3,583 | $7,884,093 |
| June 30, 2024 | 990 | $1,629,033 | $1,218,817 | $410,216 | $7,157,078 | $4,139 | $7,152,939 |
| June 30, 2023 | 990 | $1,424,088 | $1,145,118 | $278,970 | $6,166,246 | $771 | $6,165,475 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $130,244
- Program service revenue
- $1,113,625
- Investment income
- $157,642
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,022,683
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $20,745
Balance sheet and other
- Total assets, start of year
- $7,157,078
- Total assets, end of year
- $7,887,676
- Total liabilities, end of year
- $3,583
- Net assets, end of year
- $7,884,093
- Publicly traded securities
- $4,839,593
- Net assets with donor restrictions
- $7,884,093
- Gross receipts
- $1,401,511
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2020
- State of legal domicile
- ME
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Scott Graff | Trustee; RCBP CFO (end 6/26/2025) Trustee or director, Officer | 1 | $0 | $189,047 | $7,296 |
| Elizabeth Allen | Trustee Trustee or director | 1 | $0 | $124,458 | $9,313 |
| John Bernier | Trustee; RCBP CFO Trustee or director, Officer | 1 | $0 | $113,445 | $0 |
| Karen Murphy | Trustee Trustee or director | 1 | $0 | $75,781 | $23,286 |
| Kathleen Pike | Trustee Trustee or director | 1 | $0 | $56,072 | $0 |
| Rev Phillip A Tracy | Trustee Trustee or director | 1 | $0 | $38,017 | $11,242 |
| Rev Edward R Clifford | Trustee Trustee or director | 1 | $0 | $38,017 | $11,242 |
| Rev Kyle Doustou | Trustee Trustee or director | 1 | $0 | $38,017 | $11,242 |
| Bishop James T Ruggieri | Ex-Officio President Trustee or director, Officer | 1 | $0 | $37,899 | $11,242 |
| Rev Msgr Paul F Stefanko | Chairperson Trustee or director, Officer | 1 | $0 | $39,421 | $0 |
| Rev Msgr Marc Caron | Trustee (end 6/2025) Trustee or director | 1 | $0 | $38,017 | $0 |
| Advisors Private Wealth Trust | Institutional Trustee Institutional trustee | 1 | $6,806 | $0 | $0 |
| Kate Bruster | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Gregg Ginn | Trustee (end 2/2026) Trustee or director | 1 | $0 | $0 | $0 |
| Sr Rita-Mae Bissonnette RSR | Secretary (end 8/2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Br James Peterson | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Scott Graff | Trustee; RCBP CFO Trustee or director, Officer | 1 | $0 | $184,548 | $20,300 |
| Elizabeth Allen | Trustee Trustee or director | 1 | $0 | $115,701 | $24,117 |
| John Bernier | Trustee Trustee or director | 1 | $0 | $102,531 | $11,278 |
| Karen Murphy | Trustee Trustee or director | 1 | $0 | $58,742 | $28,660 |
| Rev Robert P Deeley | Ex-Officio President (end 5/2024) Trustee or director, Officer | 1 | $0 | $48,519 | $38,784 |
| Rev Phillip A Tracy | Trustee Trustee or director | 1 | $0 | $36,725 | $26,100 |
| Rev Msgr Marc Caron | Trustee Trustee or director | 1 | $0 | $36,725 | $26,100 |
| Rev Edward R Clifford | Trustee Trustee or director | 1 | $0 | $32,246 | $26,100 |
| Sr Rita-Mae Bissonnette RSR | Secretary Trustee or director, Officer | 1 | $0 | $32,339 | $4,946 |
| Rev Msgr Paul F Stefanko | Chairperson Trustee or director, Officer | 1 | $0 | $16,946 | $14,820 |
| Advisors Private Wealth Trust | Institutional Trustee Institutional trustee | 1 | $6,378 | $0 | $0 |
| Gregg Ginn | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Rev James T Ruggieri | Ex-Officio President (eff 5/2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Scott Graff | Trustee; RCBP CFO Trustee or director, Officer | 1 | $0 | $177,872 | $19,566 |
| Elizabeth Allen | Trustee Trustee or director | 1 | $0 | $110,170 | $26,546 |
| John Bernier | Trustee Trustee or director | 1 | $0 | $91,956 | $10,115 |
| Rev Robert P Deeley | Ex-Officio President Trustee or director, Officer | 1 | $0 | $46,962 | $38,497 |
| Nancy Lombardi | Trustee (end 3/2023) Trustee or director | 1 | $0 | $54,597 | $14,469 |
| Rev Msgr Marc Caron | Trustee Trustee or director | 1 | $0 | $37,386 | $23,203 |
| Rev Phillip A Tracy | Trustee Trustee or director | 1 | $0 | $35,436 | $23,203 |
| Rev Edward R Clifford | Trustee Trustee or director | 1 | $0 | $31,118 | $23,203 |
| Kristen O'Gara | Trustee (end 8/2023) Trustee or director | 1 | $0 | $42,043 | $7,459 |
| Sr Rita-Mae Bissonnette RSR | Secretary Trustee or director, Officer | 1 | $0 | $31,182 | $4,771 |
| Rev Msgr Paul F Stefanko | Chairperson Trustee or director, Officer | 1 | $0 | $12,750 | $12,210 |
| Advisors Private Wealth Trust | Institutional Trustee Institutional trustee | 1 | $5,686 | $0 | $0 |
| Gregg Ginn | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Karen Murphy | Trustee (start 2/2023) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 510 OCEAN AVE, PORTLAND, ME 04103-4936
- In care of
- % ROBERT P DEELEY
- Principal officer (990 for 2024)
- John Bernier, 510 Ocean Avenue, Portland, ME 04103
- Signed the 990
- John Bernier, Chief Financial Officer
- Phone
- (207) 773-6471
- Return prepared by
- Baker Newman & Noyes
Mission
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.
Program accomplishments
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 84-4223462
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $7,887,676
- Income (IRS master file)
- $1,401,511
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,401,511 | $1,134,877 | $7,887,676 | IRS |
| 990 | June 2024 | $1,629,033 | $1,218,817 | $7,157,078 | IRS |
| 990 | June 2023 | $1,424,088 | $1,145,118 | $6,166,246 | XML |
| 990 | June 2022 | $1,399,787 | $986,631 | $5,648,568 | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-4223462).
Questions about ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS
- What is the EIN of ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS?
- The employer identification number (EIN) of ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS is 84-4223462.
- Is ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
- Are donations to ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS?
- The 990 for the year ended June 30, 2025 names John Bernier.
- Who are the officers and directors of ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization.
- How much revenue does ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS MEDICAL BENEFITS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,401,511, expenses of $1,134,877 and total assets of $7,887,676 at year end.
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