Circle of Lovers of the Holy Megillah (EIN 861657031) - 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

Dave Owen

Phone

5419913080

Tax Period

2022-01-01 to 2022-12-31

Circle of Lovers of the Holy Megillah, founded in 2020, is a micro nonprofit in the Religion sector that reported $82K in total revenue in fiscal year 2022. Revenue fell 23% from the prior year — a significant decline worth monitoring. Net assets of $812K represent 118 months of operating reserves.

Mission

To operate as a church and provide spiritual services and opportunities for spiritual fellowship to the members of our church. To facilitate the spiritual study and spiritual practice of the spiritual teachings foundin The Holy Megillah: Nasarean Bible of The Essene Way.

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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 $58,356

Program Service Revenue $0

Investment Income $3

Other Revenue $23,913

TOTAL REVENUE $82,272

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,048

Fundraising Expenses $0

Program Expenses $87,417

Other Expenses $70,369

TOTAL EXPENSES $87,417

Year-over-Year Comparison

	2022	2021	Change
Revenue	$82,272	$107,164	-0.2%
Expenses	$87,417	$50,268	+0.7%
Net Income	$-5,145	$56,896	-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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dave Owen	President	1.00	Officer Director	$0	$0	$0
Hewale Innis	Secretary	1.00	Officer Director	$0	$0	$0
Phoebe Lowry	Vice President	1.00	Officer Director	$0	$0	$0
Joe Lukens	Treasurer	1.00	Officer Director	$0	$0	$0
Terrance Spencer	Board Member	1.00	Director	$0	$0	$0
Terese Nielsen	Board Member	1.00	Director	$0	$0	$0
Michele Obezo	Board Member	1.00	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
2022	$82,272	$87,417	$812,009	$-5,145
2021	$107,164	$50,268	$817,154	$56,896
2020	$760,258	No data	$760,258	No data

Circle of Lovers of the Holy Megillah