CIRCLEWOOD (EIN 270060215) - 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

2003

Legal Domicile

Principal Officer

TIM HEDBERG

Phone

2063195224

Tax Period

2024-01-01 to 2024-12-31

CIRCLEWOOD, founded in 2003, is a small nonprofit in the Religion sector that reported $812K in total revenue in fiscal year 2024. Revenue surged 135% from the prior year, signaling strong growth momentum. The organization ran a surplus of $559K, a strong 69% operating margin.

Mission

CIRCLEWOOD'S MISSION IS TO ACCELERATE THE GREENING OF FAITH.

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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 $809,912

Program Service Revenue $58

Investment Income $1,604

Other Revenue $0

TOTAL REVENUE $811,574

Expense Breakdown

Grants Paid $0

Salaries & Benefits $198,018

Fundraising Expenses $23,274

Program Expenses $144,216

Other Expenses $54,098

TOTAL EXPENSES $252,116

Year-over-Year Comparison

	2024	2023	Change
Revenue	$811,574	$344,854	+1.4%
Expenses	$252,116	$264,631	0.0%
Net Income	$559,458	$80,223	+6.0%

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

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

$105,689

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES AMADON	EXECUTIVE DI	40.00	Officer	$105,689	$0	$105,689
TIM HEDBERG	CHAIR	3.00	Officer Director	$0	$0	$0
BETH KNOX	BOARD MEMBER	1.00	Director	$0	$0	$0
GLENN PALMBERG	ADVISOR	2.00	Director	$0	$0	$0
TOM RUEBEL	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVE SIM	TREASURER	1.00	Officer Director	$0	$0	$0
LENORE THREE STARS	BOARD MEMBER	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
2024	$811,574	$252,116	$2,093,448	$559,458
2023	$344,854	$264,631	$1,524,454	$80,223
2022	$295,471	$236,026	$1,453,562	$59,445
2021	$181,776	$245,297	$1,368,844	$-63,521
2020	$896,777	$157,158	$1,782,022	$739,619
2019	$176,971	$78,771	$692,282	$98,200
2018	$136,075	$66,762	$593,574	$69,313

CIRCLEWOOD