MITZVAH CIRCLE FOUNDATION

EIN: 263705891 501(c)(3) Human Services

NORRISTOWN, PA

Total Revenue
$5,121,453
Total Expenses
$5,220,995
Total Assets
$4,381,492
Net Assets
$1,021,090
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
DE
Principal Officer
FRAN HELD
Phone
2676497610
Tax Period
2023-01-01 to 2023-12-31

MITZVAH CIRCLE FOUNDATION, founded in 2008, is a community nonprofit in the Human Services sector that reported $5.1M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE SUPPORT TO INDIVIDUALS AND FAMILIES DURING TIMES OF INDIVIDUAL CRISIS, POVERTY, HOMELESSNESS AND SERIOUS ILLNESS. WE SERVE PEOPLE WHO ARE UNABLE TO OBTAIN IMMEDIATE OR SUFFICIENT HELP FROM GOVERNMENT AGENCIES AND TRADITIONAL SERVICE ORGANIZATIONS.

Program Service Accomplishments

Program 1
Expenses: $1,491,299

DIAPER BANK: COLLECTS AND DISTRIBUTES DONATED DIAPERS TO FAMILIES IN NEED WHO DO NOT RECEIVE SUCH SUPPORT FROM PUBLIC RESOURCES. THE DIAPER BANK ALSO DISTRIBUTES OTHER BABY SUPPLIES INCLUDING CAR...

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DIAPER BANK: COLLECTS AND DISTRIBUTES DONATED DIAPERS TO FAMILIES IN NEED WHO DO NOT RECEIVE SUCH SUPPORT FROM PUBLIC RESOURCES. THE DIAPER BANK ALSO DISTRIBUTES OTHER BABY SUPPLIES INCLUDING CAR SEATS, FORMULA AND CLOTHING.

Program 2
Expenses: $83,625

PERIOD SUPPLY: TO INCREASE ACCESS TO PERIOD SUPPLIES FOR WOMEN AND GIRLS WHO DO NOT HAVE RESOURCES TO OBTAIN THESE ESSENTIALS. WITHOUT THEM, WOMEN AND GIRLS MISS WORK AND SCHOOL. WORKING WITH SCHOOL...

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PERIOD SUPPLY: TO INCREASE ACCESS TO PERIOD SUPPLIES FOR WOMEN AND GIRLS WHO DO NOT HAVE RESOURCES TO OBTAIN THESE ESSENTIALS. WITHOUT THEM, WOMEN AND GIRLS MISS WORK AND SCHOOL. WORKING WITH SCHOOL NURSES, HOMELESS SHELTERS AND OTHER SOCIAL SERVICE AGENCIES, WE ARE DISTRIBUTING PERIOD SUPPLIES TO POPULATIONS MOST IN NEED.

Program 3
Expenses: $3,296,404

CRITICAL NEEDS: PROVIDES GUIDANCE AND SUPPORT TO INDIVIDUALS WITH NEEDS NOT MET BY OTHER ORGANIZATIONS OR PUBLIC RESOURCES. THE ORGANIZATION SERVES THE WHOLE FAMILY PROVIDING OVER 100 TYPES OF...

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CRITICAL NEEDS: PROVIDES GUIDANCE AND SUPPORT TO INDIVIDUALS WITH NEEDS NOT MET BY OTHER ORGANIZATIONS OR PUBLIC RESOURCES. THE ORGANIZATION SERVES THE WHOLE FAMILY PROVIDING OVER 100 TYPES OF NECESSITIES, INCLUDING SHOES, DIAPERS, CLOTHING, SCHOOL SUPPLIES, TOILETRIES AND MORE.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,768,746
Program Service Revenue $0
Investment Income $147,697
Other Revenue $205,010
TOTAL REVENUE $5,121,453

Expense Breakdown

Grants Paid $4,015,898
Salaries & Benefits $653,345
Fundraising Expenses $109,208
Program Expenses $4,963,428
Other Expenses $551,752
TOTAL EXPENSES $5,220,995

Year-over-Year Comparison

2023 2022 Change
Revenue $5,121,453 $4,053,893 +0.3%
Expenses $5,220,995 $4,239,190 +0.2%
Net Income $-99,542 $-185,297 -0.5%
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
10
Employees
17
Volunteers
4165

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
5
$105,748
Total Directors
11
$105,748
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
FRAN HELD FOUNDER/DIRECTOR 40.00
Officer Director
$105,748 $0 $105,748
SILAS P NORMAN MD BOARD MEMBER 1.00
Director
$0 $0 $0
CYNTHIA WEISS STEIN ESQ BOARD MEMBER/SECRETARY 3.00
Officer Director
$0 $0 $0
WENDY URBAN BOARD MEMBER 1.00
Director
$0 $0 $0
MASSIMO MAGLIARI BOARD MEMBER 1.00
Director
$0 $0 $0
JODY KATZNER BOARD MEMBER/PRESIDENT 1.00
Officer Director
$0 $0 $0
JOSHUA ARSENAULT BOARD MEMBER 1.00
Director
$0 $0 $0
LISA A MARIN BOARD MEMBER/VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
STEPHEN ROBINSON BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHANIE ZIRPOLI BOARD MEMBER 1.00
Director
$0 $0 $0
EUGENE LEVIN BOARD MEMBER/TREASURER 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 $5,121,453 $5,220,995 $4,381,492 $-99,542
2022 $4,053,893 $4,239,190 $4,686,600 $-185,297
2021 $3,614,175 $3,279,724 $1,611,781 $334,451
2020 $3,801,149 $3,584,644 $1,317,104 $216,505
2019 $2,410,666 $2,238,822 $767,140 $171,844
2018 $2,225,156 $2,602,989 $583,129 $-377,833
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