Circular Philadelphia (EIN 862780678) - 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

2022

Legal Domicile

Principal Officer

Marilyn Anthony

Phone

6104422865

Tax Period

2023-01-01 to 2023-12-31

Circular Philadelphia, founded in 2022, is a small nonprofit in the Community Improvement sector that reported $173K in total revenue in fiscal year 2023. Revenue surged 485% from the prior year, signaling strong growth momentum. The organization ran a surplus of $85K, a strong 49% operating margin.

Mission

To study, support, and promote circular economy principles and markets and to educate the public on the circular economy.

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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 $173,164

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $173,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,365

Fundraising Expenses $0

Program Expenses $0

Other Expenses $11,020

TOTAL EXPENSES $88,385

Year-over-Year Comparison

	2023	2022	Change
Revenue	$173,164	$29,604	+4.8%
Expenses	$88,385	$13,585	+5.5%
Net Income	$84,779	$16,019	+4.3%

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

$73,389

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lauren Shifman	President	5.00	Officer Director	$0	$0	$0
Tajah Patel	Vice-President	1.00	Officer Director	$0	$0	$0
Marilyn Anthony	Treasurer	1.00	Officer Director	$0	$0	$0
Jessica Hartley	Secretary	1.00	Officer Director	$0	$0	$0
Aminata Calhoun	Board member	1.00	Director	$0	$0	$0
Julie Hancher	Board member	1.00	Director	$0	$0	$0
Elizabeth Main	Board member	1.00	Director	$0	$0	$0
Nicolas Esposito	Board member	1.00	Director	$38,556	$0	$38,556
Dennis Wilson	Board member	1.00	Director	$0	$0	$0
Samantha Wittchen	Board Member	1.00	Director	$34,833	$0	$34,833
Mike Tannenbaum	Board Memebr	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
2024	No data	No data	No data	No data
2023	$173,164	$88,385	$100,798	$84,779
2022	$29,604	$13,585	$16,019	$16,019

Circular Philadelphia