MITZVAH CIRCLE FOUNDATION (EIN 263705891) - 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

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

SEE PAGE 2, PART III

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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 $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

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

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

$105,748

Total Directors

$105,748

Key Employees

Highest Compensated

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

MITZVAH CIRCLE FOUNDATION