PRINCESS CRUISES COMMUNITY FOUNDATION (EIN 263136431) - 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

2008

Legal Domicile

Principal Officer

MARY TEE

Phone

6617531570

Tax Period

2022-12-01 to 2023-11-30

PRINCESS CRUISES COMMUNITY FOUNDATION, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $120K in total revenue in fiscal year 2022. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 52% operating margin.

Mission

To assist communities with issues relating to children and families, environmental concerns and community welfare.

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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 (2022)

Revenue Breakdown

Contributions & Grants $119,700

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $119,700

Expense Breakdown

Grants Paid $53,740

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,740

Other Expenses $4,050

TOTAL EXPENSES $57,790

Year-over-Year Comparison

	2022	2021	Change
Revenue	$119,700	$73,561	+0.6%
Expenses	$57,790	$25,945	+1.2%
Net Income	$61,910	$47,616	+0.3%

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
JANET SWARTZ	President	1.00	Officer Director	$0	$0	$0
DEBBIE HOLBROOK	Director	1.00	Director	$0	$0	$0
KAREN REICH	Secretary	1.00	Officer Director	$0	$0	$0
LORNA WARREN	Director	1.00	Director	$0	$0	$0
SIMEON WALDRON	CFO	1.00	Officer 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	$119,700	$57,790	$383,649	$61,910
2022	$73,561	$25,945	$321,739	$47,616
2021	$17,168	$19,470	$274,123	$-2,302
2020	$164,123	$130,000	$276,426	$34,123
2019	$268,263	$225,027	$242,302	$43,236
2018	$215,964	$507,966	$199,066	$-292,002

PRINCESS CRUISES COMMUNITY FOUNDATION