THE POLICY CIRCLE CO (EIN 472843650) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

SYLVIE LEGERE

Phone

2142476008

Tax Period

2024-01-01 to 2024-12-31

THE POLICY CIRCLE CO, founded in 2015, is a community nonprofit in the Social Science sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $574K, a strong 20% operating margin.

Mission

INFORM, EQUIP, AND CONNECT WOMEN TO BE MORE IMPACTFUL CITIZENS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,849,992

Program Service Revenue $0

Investment Income $127

Other Revenue $5,125

TOTAL REVENUE $2,855,244

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,267,966

Fundraising Expenses $168,882

Program Expenses $1,314,827

Other Expenses $1,013,301

TOTAL EXPENSES $2,281,267

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,855,244	$2,323,914	+0.2%
Expenses	$2,281,267	$2,464,522	-0.1%
Net Income	$573,977	$-140,608	-5.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$466,094

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SYLVIE LEGERE	BOARD CHAIR & INTERIM CEO	10.00	Officer Director	$0	$0	$0
KATHY HUBBARD	TREASURER	3.00	Officer Director	$0	$0	$0
ANGELA BRALY	SECRETARY	3.00	Officer Director	$0	$0	$0
LAURA COX KAPLAN	DIRECTOR	3.00	Director	$0	$0	$0
CATHY CRANBERG	DIRECTOR	3.00	Director	$0	$0	$0
ELIZABETH FOWLER	DIRECTOR	3.00	Director	$0	$0	$0
BABARA STEWART	DIRECTOR	3.00	Director	$0	$0	$0
KATHY CROW	DIRECTOR	3.00	Director	$0	$0	$0
STACY BLAKELEY	CEO	40.00	Officer	$298,600	$4,667	$303,267
KRISTY KUNA	CHIEF STRATEGY & OPERATION	40.00	Officer	$158,102	$4,725	$162,827
SARA HILL	DIRECTOR OF CIVIC IMPACT	40.00	Highest	$108,084	$1,801	$109,885

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	$2,855,244	$2,281,267	$1,094,451	$573,977
2023	$2,323,914	$2,464,522	$634,252	$-140,608
2022	$2,135,968	$2,033,696	$640,499	$102,272
2021	$1,719,439	$1,704,640	$560,042	$14,799
2020	$1,253,314	$1,094,156	$483,575	$159,158
2019	$1,017,378	$1,058,733	$354,687	$-41,355
2018	$867,782	$694,464	$388,389	$173,318

THE POLICY CIRCLE CO