THIRD CIRCLE

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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

2014

Legal Domicile

Principal Officer

Nicholas Morgan

Phone

5173886063

Tax Period

2023-01-01 to 2023-12-31

THIRD CIRCLE, founded in 2014, is a micro nonprofit in the Health Care sector that reported $21K in total revenue in fiscal year 2023. The organization ran a surplus of $9K, a strong 42% operating margin.

Mission

Providing access, education, and agency to children and families about integrative health care.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

Providing access, education, and agency to children and families about integrative health care

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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 $21,080

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $21,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,339

Fundraising Expenses $0

Program Expenses $0

Other Expenses $874

TOTAL EXPENSES $12,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,080	$21,696	0.0%
Expenses	$12,213	$11,641	+0.0%
Net Income	$8,867	$10,055	-0.1%

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

Total Directors

Key Employees

$10,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Grimshaw	Medical Director	4	Key Emp	$10,000	$0	$10,000
Lynne Roberts	Board Member	1	Director	$0	$0	$0
Nicholas Morgan	President	3	Director	$0	$0	$0
Michael Straus	Vice President	1	Director	$0	$0	$0
Melissa Straus	Secretary	4	Director	$0	$0	$0
Aimee Wiltse	Treasurer	4	Director	$0	$0	$0
Casey Sterle	Member	1	Director	$0	$0	$0
Jann Nestell	Member	1	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
2023	$21,080	$12,213	$46,119	$8,867
2022	$21,696	$11,641	$36,618	$10,055
2021	$20,012	$11,304	$26,344	$8,708
2020	$10,354	$12,333	$16,895	$-1,979