Princeton Charter Foundation Inc (EIN 223609242) - 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

1998

Legal Domicile

Principal Officer

MICHAEL E COCO

Phone

6099248077

Tax Period

2023-01-01 to 2023-12-31

Princeton Charter Foundation Inc, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $101K in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $111K exceeded revenue, resulting in a 10% operating deficit.

Mission

Educational Support and Historic Preservation

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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 $80,803

Program Service Revenue $0

Investment Income $19,974

Other Revenue $0

TOTAL REVENUE $100,777

Expense Breakdown

Grants Paid $109,396

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $109,396

Other Expenses $1,608

TOTAL EXPENSES $111,004

Year-over-Year Comparison

	2023	2022	Change
Revenue	$100,777	$140,290	-0.3%
Expenses	$111,004	$95,573	+0.2%
Net Income	$-10,227	$44,717	-1.2%

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
ERIC STERN	Secretary	2.000	Officer Director	$0	$0	$0
MICHAEL COCO	Treasurer	2.000	Officer Director	$0	$0	$0
ROBERT KLEIN	President	2.000	Officer Director	$0	$0	$0
JOHN PITTENGER	Trustee	1.000	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	No data	No data	No data	No data
2023	$100,777	$111,004	$1,147,693	$-10,227
2022	$140,290	$95,573	$1,053,409	$44,717
2021	$118,114	$106,553	$1,137,362	$11,561
2020	$36,368	$125,398	$1,031,441	$-89,030

Princeton Charter Foundation Inc