ACCESSCIRCLES INC

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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

2017

Legal Domicile

Principal Officer

CAROLEE LEE

Phone

2036611173

Tax Period

2022-01-01 to 2022-12-31

ACCESSCIRCLES INC, founded in 2017, is a small nonprofit in the Human Services sector that reported $214K in total revenue in fiscal year 2022. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $68K, a strong 32% operating margin.

Mission

A GLOBAL NETWORK FOR WOMEN PROVIDING CONNECTIVITY, KNOWLEDGE, AND ACCESS TO THOUGHT LEADERS, RESOURCES, AND EXPERIENCES THAT TRANSFORM LIVES.

Program Service Accomplishments

Program 1

Expenses: $101,073 Revenue: $65,459

OUR BOSTON EVENT INCLUDED PRESENTATIONS BY PREEMINENT PHYSICIANS, ACADEMICS AND MASTERS IN THEIR FIELDS WHO SHARE THEIR COMPELLING INSIGHTS AND WISDOM WITH US. FORUMS PROVIDE EDUCATIONAL...

OUR BOSTON EVENT INCLUDED PRESENTATIONS BY PREEMINENT PHYSICIANS, ACADEMICS AND MASTERS IN THEIR FIELDS WHO SHARE THEIR COMPELLING INSIGHTS AND WISDOM WITH US. FORUMS PROVIDE EDUCATIONAL OPPORTUNITIES TO LEARN FROM THESE LEADERS AS WELL AS FROM EACH OTHER THROUGH CONVERSATIONS ABOUT THE RELEVANT ISSUES AND TRANSITIONS IN OUR LIVES, CAREERS AND FAMILIES.OTHER PROGRAMS WERE HELD ONLINE WITH SPEAKERS COVERING WOMEN'S HEALTH AND FINANCIAL ISSUES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $148,502

Program Service Revenue $65,459

Investment Income $0

Other Revenue $0

TOTAL REVENUE $213,961

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,181

Fundraising Expenses $0

Program Expenses $101,073

Other Expenses $111,434

TOTAL EXPENSES $145,615

Year-over-Year Comparison

	2022	2021	Change
Revenue	$213,961	$292,811	-0.3%
Expenses	$145,615	$867,762	-0.8%
Net Income	$68,346	$-574,951	-1.1%

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

N/A

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

$80,642

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLEE LEE	PRESIDENT, SECRETARY, AND TREASURER	30.00	Officer Director	$0	$0	$0
ROBIN BROWN	DIRECTOR	20.00	Director	$0	$0	$0
MARIANNE FOSS-SKIFTESVIK	DIRECTOR	20.00	Director	$28,890	$0	$80,642

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
2022	$213,961	$145,615	$142,246	$68,346
2021	$292,811	$867,762	$162,270	$-574,951
2020	$696,867	$640,137	$860,732	$56,730
2019	$821,040	$644,160	$814,548	$176,880
2018	$968,218	$491,542	$675,267	$476,676
2018	$940,781	$491,372	$548,830	$449,409
2017	$127,894	$164,767	$100,922	$-36,873