Ossoli Circle Club (EIN 620538648) - 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

1932

Legal Domicile

Principal Officer

Pamela Schwartz

Phone

8655236698

Tax Period

2023-05-01 to 2024-04-30

Ossoli Circle Club, founded in 1932, is a small nonprofit in the Community Improvement sector that reported $141K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 41% operating margin.

Mission

TO PROMOTE COMMUNITY SERVICE IN THE KNOX COUNTY, TN AREA

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $24,808

Program Service Revenue $82,909

Investment Income $33,180

Other Revenue $0

TOTAL REVENUE $140,897

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,820

Fundraising Expenses $0

Program Expenses $70,326

Other Expenses $76,734

TOTAL EXPENSES $83,554

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,897	$116,437	+0.2%
Expenses	$83,554	$129,909	-0.4%
Net Income	$57,343	$-13,472	-5.3%

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

125

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Judy Penry	Trustee	2.00	Director	$0	$0	$0
Pamela Schwartz	Finance Committee Chair	5.00	Director	$0	$0	$0
Joy Kelly	Treasurer	5.00	Officer	$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
2025	No data	No data	No data	No data
2024	$140,897	$83,554	$889,710	$57,343
2023	$116,437	$129,909	$762,455	$-13,472
2022	$170,072	$94,987	$776,325	$75,085
2021	$166,255	$107,487	$794,882	$58,768
2020	$79,939	$69,723	$614,003	$10,216

Ossoli Circle Club