PRINCETON MEMORIAL COMPANY (EIN 556024669) - 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

1964

Legal Domicile

Principal Officer

STEFANIE COMPTON

Phone

3044873458

Tax Period

2022-07-01 to 2023-06-30

PRINCETON MEMORIAL COMPANY, founded in 1964, is a mid-sized nonprofit in the Health Care sector that reported $15.7M in total revenue in fiscal year 2022. Expenses of $14.8M left a modest 6% surplus.

Mission

OPERATE OLD AGE HOMES - SKILLED NURSING HOMES.

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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 $128,936

Program Service Revenue $15,319,547

Investment Income $199,478

Other Revenue $3,701

TOTAL REVENUE $15,651,662

Expense Breakdown

Grants Paid $34,943

Salaries & Benefits $8,473,257

Fundraising Expenses $0

Program Expenses $12,731,698

Other Expenses $6,278,375

TOTAL EXPENSES $14,786,575

Year-over-Year Comparison

	2022	2021	Change
Revenue	$15,651,662	$14,583,847	+0.1%
Expenses	$14,786,575	$13,296,897	+0.1%
Net Income	$865,087	$1,286,950	-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

247

Volunteers

N/A

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

$457,283

Total Directors

$201,888

Key Employees

$196,045

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEFANIE COMPTON	ADMINISTRATOR	40.00	Officer Director	$191,771	$10,117	$201,888
CHRISTIE BAILEY	DIRECTOR OF NURSING	40.00	Key Emp	$175,435	$20,610	$196,045
KEITH BUCHANAN	CFO (RETIRED AS OF 7/31/22)	40.00	Officer	$117,981	$10,921	$128,902
DUSTIN WHITE	CFO AS OF 2/1/2022	40.00	Officer	$124,332	$2,161	$126,493
ROBERT BAILEY	RN INSERVICE DIRECTOR	40.00	Highest	$114,469	$6,030	$120,499
KIM HAYNES	ACCOUNTING MANAGER	40.00	Highest	$106,822	$5,669	$112,491
REANNE OSBORNE	CHAIR	1.00	Officer Director	$0	$0	$0
JUDY AKERS	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE WEBB	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES AUTREY	DIRECTOR	1.00	Director	$0	$0	$0
STACY HICKS	DIRECTOR	1.00	Director	$0	$0	$0
JANET SHREWSBURY	DIRECTOR	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$15,651,662	$14,786,575	$13,369,790	$865,087
2022	$14,583,847	$13,296,897	$12,329,372	$1,286,950
2021	$14,182,905	$12,957,720	$11,410,124	$1,225,185

PRINCETON MEMORIAL COMPANY