PRIMEGLOBAL INC (EIN 223471864) - 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

1993

Legal Domicile

Principal Officer

STEPHEN HEATHCOTE

Phone

8002724423

Tax Period

2024-06-01 to 2025-05-31

PRIMEGLOBAL INC, founded in 1993, is a community nonprofit in the Community Improvement sector that reported $5.1M in total revenue in fiscal year 2024.

Mission

PROMOTE THE COMMON INTERESTS OF THE REGIONAL MEMBERS, THE INDEPENDENT MEMBER FIRMS, THEASSOCIATION AND THE PUBLIC ACCOUNTING PROFESSION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,763,230

Program Service Revenue $309,777

Investment Income $0

Other Revenue $0

TOTAL REVENUE $5,073,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $5,079,444

TOTAL EXPENSES $5,079,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,073,007	$4,782,199	+0.1%
Expenses	$5,079,444	$4,633,292	+0.1%
Net Income	$-6,437	$148,907	-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

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

$775,390

Total Directors

Key Employees

$627,236

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLEMENTINE LARGETEAU	TREASURER/SECRETARY	1.00	Officer Director	$0	$0	$0
FRANCIS CHENG	DIRECTOR	1.00	Director	$0	$0	$0
ERIC CHIN	DIRECTOR	1.00	Director	$0	$0	$0
SUZIE DORAN	DIRECTOR	1.00	Director	$0	$0	$0
JORGE ECHEVARRIA	DIRECTOR	1.00	Director	$0	$0	$0
BRYCE GIBBS	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK GROSJEAN	DIRECTOR	1.00	Director	$0	$0	$0
FRANCOIS JEGARD	DIRECTOR	1.00	Director	$0	$0	$0
ERIK KLOPP	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN NGUYEN	DIRECTOR	1.00	Director	$0	$0	$0
DORYS VENTURA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN HEATHCOTE	CHIEF EXECUTIVE OFFICER	32.00	Officer	$527,860	$25,711	$553,571
GARY OWEN EXECUTIVE DIRECTOR -	FINANCE	1.00	Officer	$211,762	$10,057	$221,819
EDWIN VOGEL	CHAIRMAN	1.00	Officer	$0	$0	$0
MAUREEN DILLMORE EXECUTIVE	DIRECTOR - NORTH AMERICA	1.00	Key Emp	$292,845	$65,387	$358,232
GEORGE GUO EXECUTIVE DIRECTOR -	ASIA	1.00	Key Emp	$266,681	$2,323	$269,004
GORANA STOJANOVIC EXECUTIVE	DIRECTOR - COMMUNICATIONS	1.00	Highest	$253,871	$12,076	$265,947
KATIE O'BRYAN EXECUTIVE	DIRECTOR - EVENTS	1.00	Highest	$184,125	$26,366	$210,491

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	$5,073,007	$5,079,444	$906,887	$-6,437
2024	$4,782,199	$4,633,292	$1,228,771	$148,907
2023	$4,404,067	$4,305,594	$1,028,098	$98,473
2022	$3,663,496	$3,929,905	$573,433	$-266,409
2021	$3,451,494	$3,309,118	$603,145	$142,376

PRIMEGLOBAL INC