WISDOM CIRCLES OCEANIA (EIN 853849244) - 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

2020

Legal Domicile

Principal Officer

KRISTINA JENKINS

Phone

8082833078

Tax Period

2023-01-01 to 2023-12-31

WISDOM CIRCLES OCEANIA, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $222K in total revenue in fiscal year 2023. Revenue surged 137% from the prior year, signaling strong growth momentum. The organization ran a surplus of $127K, a strong 57% operating margin.

Mission

WISDOM CIRCLES OCEANIA IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR OUR COMMUNITIES THROUGH HEALING-CENTERED PROGRAMS ROOTED IN EXPRESSIVE ARTS AND CULTURAL CONNECTION. BY PROVIDING RESTORATIVE ENVIRONMENTS THAT CENTER COLLABORATION, CREATIVITY AND ECOLOGY WE INCREASE UNDERSTANDING AND SAFETY AND FOSTER POSITIVE SYSTEMS CHANGE IN OUR COMMUNITIES.

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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 $207,750

Program Service Revenue $14,480

Investment Income $0

Other Revenue $0

TOTAL REVENUE $222,230

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,960

Fundraising Expenses $10,132

Program Expenses $73,619

Other Expenses $53,316

TOTAL EXPENSES $95,276

Year-over-Year Comparison

	2023	2022	Change
Revenue	$222,230	$93,708	+1.4%
Expenses	$95,276	$74,167	+0.3%
Net Income	$126,954	$19,541	+5.5%

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

$41,960

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEALIIMAKAMANAONALANI POOLOA	PRESIDENT	2.00	Officer Director	$0	$0	$0
KRISTINA JENKINS	TREASURER	2.00	Officer Director	$0	$0	$0
ALICIA YANG	SECRETARY	2.00	Officer Director	$0	$0	$0
SIERRA DEW	EXECUTIVE DIRECTOR	20.00	Director	$41,960	$0	$41,960

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	No data	No data	No data	No data
2023	$222,230	$95,276	$171,980	$126,954

WISDOM CIRCLES OCEANIA