THE PRINCIPLE FOUNDATION EXTENDED SERVICES (EIN 842682895) - 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

2019

Legal Domicile

Principal Officer

BRUCE JEFFREY

Phone

8165615955

Tax Period

2024-01-01 to 2024-12-31

THE PRINCIPLE FOUNDATION EXTENDED SERVICES, founded in 2019, is a community nonprofit in the Health Care sector that reported $1.1M in total revenue in fiscal year 2024. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 31% operating deficit.

Mission

TO RENDER PRACTICAL SUPPORT TO FELLOW CHRISTIAN SCIENTISTS AND SUPPORT THEM IN SIMILAR BENEVOLENCE

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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 $1,119,825

Program Service Revenue $0

Investment Income $1,629

Other Revenue $0

TOTAL REVENUE $1,121,454

Expense Breakdown

Grants Paid $713,806

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,464,595

Other Expenses $755,603

TOTAL EXPENSES $1,469,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,121,454	$2,061,979	-0.5%
Expenses	$1,469,409	$1,959,982	-0.3%
Net Income	$-347,955	$101,997	-4.4%

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

113

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

$267,956

Total Directors

$267,956

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE L JEFFERY	BOARD MEMBER, PRESIDENT	1.00	Officer Director	$0	$12,445	$168,013
SHANNON HORST	BOARD MEMBER, TREASURER	1.00	Officer Director	$0	$4,759	$99,943
CHARLES LINDAHL	BOARD MEMBER, SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN BOETTIGER	BOARD MEMBER, BOARD MEMBER	0.25	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	$1,121,454	$1,469,409	$1,814,673	$-347,955
2023	$2,061,979	$1,959,982	$2,162,628	$101,997
2022	$3,347,281	$1,415,065	$2,149,514	$1,932,216
2021	$440,072	$574,997	$250,291	$-134,925
2020	$711,849	$488,617	$535,421	$223,232

THE PRINCIPLE FOUNDATION EXTENDED SERVICES