CIRCULAR ACTION ALLIANCE

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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

JEFFREY FIELKOW

Phone

8334247285

Tax Period

2024-01-01 to 2024-12-31

CIRCULAR ACTION ALLIANCE, founded in 2022, is a small nonprofit in the Environment sector that reported $537K in total revenue in fiscal year 2024. Expenses of $20.3M exceeded revenue, resulting in a 3671% operating deficit.

Mission

CAA HELPS PRODUCERS COMPLY WITH EPR LAWS, DELIVERS HARMONIZED BEST-IN-CLASS SERVICES AND WORKS WITH GOVERNMENTS, BUSINESSES AND COMMUNITIES TO REDUCE WASTE AND RECYCLE MORE

Program Service Accomplishments

Program 1

Expenses: $10,146,673

CIRCULAR ACTION ALLIANCE (THE ORGANIZATION OR CAA) IS A NATIONAL NON-PROFIT THAT HAS BEEN SET UP ON BEHALF OF PRODUCERS AS A PRODUCER RESPONSIBILITY ORGANIZATION (PRO) TO IMPLEMENT EFFECTIVE EXTENDED PRODUCER RESPONSIBILITY (EPR) LAWS FOR PAPER AND PACKAGING. THE ORGANIZATION IS CURRENTLY BUILDING COMPLIANCE PROGRAMS ACROSS MULTIPLE STATES TO FULFIL THE OBLIGATIONS OF THESE EPR LAWS BEFORE IMPLEMENTATION AND TO LESSEN THE BURDENS OF GOVERNMENT BY IMPLEMENTING RECYCLING STEWARDSHIP PROGRAMS WHERE AUTHORIZED OR MANDATED BY APPLICABLE LAW. THE ORGANIZATION WAS FORMED BY LEADING COMPANIES FROM THE FOOD, BEVERAGE, CONSUMER GOODS, AND RETAIL INDUSTRIES IN RESPONSE TO THE PASSAGE OF EPR LAWS IN CALIFORNIA, COLORADO, MAINE, AND OREGON.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $537,186

Other Revenue $0

TOTAL REVENUE $537,186

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,172,588

Fundraising Expenses $1,823,661

Program Expenses $10,146,673

Other Expenses $17,084,176

TOTAL EXPENSES $20,256,764

Year-over-Year Comparison

	2024	2023	Change
Revenue	$537,186	N/A	N/A
Expenses	$20,256,764	$8,864,405	+1.3%
Net Income	$-19,719,578	$-8,864,405	+1.2%

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

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

$270,623

Total Directors

Key Employees

$166,711

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLIE SCHWARZE	CHAIR	18.00	Officer Director	$0	$0	$0
NEIL MENEZES	VICE CHAIR	12.00	Officer Director	$0	$0	$0
JEFF BEZZO	TREASURER	10.00	Officer Director	$0	$0	$0
JOHN BREEDLOVE	SECRETARY	10.00	Officer Director	$0	$0	$0
JON HANSTED	DIRECTOR	5.00	Director	$0	$0	$0
KARA RUECKER	DIRECTOR	5.00	Director	$0	$0	$0
KIRSTEN WITT	DIRECTOR	5.00	Director	$0	$0	$0
ANKE BOYKIN	DIRECTOR	5.00	Director	$0	$0	$0
PAT HAYES	DIRECTOR	5.00	Director	$0	$0	$0
ANNE BEDARF	DIRECTOR	5.00	Director	$0	$0	$0
KELLY SMITH	DIRECTOR	5.00	Director	$0	$0	$0
JOHN CATURANO	DIRECTOR	5.00	Director	$0	$0	$0
CORI HERBIG	DIRECTOR	5.00	Director	$0	$0	$0
ABBY DONOVAN	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT SCOTT	DIRECTOR	5.00	Director	$0	$0	$0
STEFANI MILLIE	DIRECTOR	5.00	Director	$0	$0	$0
KELLY MOLINARI	DIRECTOR	5.00	Director	$0	$0	$0
ALEX SCHENCK	DIRECTOR	5.00	Director	$0	$0	$0
SAM HARRINGTON	DIRECTOR	5.00	Director	$0	$0	$0
MARK BESCHER	DIRECTOR	5.00	Director	$0	$0	$0
HEIDI HAIRSTON	DIRECTOR	5.00	Director	$0	$0	$0
CJ STOLLE	DIRECTOR	5.00	Director	$0	$0	$0
NICOLE CERRONI	DIRECTOR	5.00	Director	$0	$0	$0
EMILY JOHANNES	DIRECTOR	5.00	Director	$0	$0	$0
MELISSA WALDEN	DIRECTOR	5.00	Director	$0	$0	$0
CAROLINA LEONHARDT	DIRECTOR	5.00	Director	$0	$0	$0
JEFFREY FIELKOW	CHIEF EXECUTIVE OFFICER	40.00	Officer	$255,985	$14,638	$270,623
KASHIF ALI	CHIEF FINANCIAL OFFICER	40.00	Officer	$0	$0	$0
PATRICK BENSON	CHIEF INFORMATION OFFICER	40.00	Key Emp	$157,781	$8,930	$166,711
HEATHER ALMGREN	CHIEF HUMAN RESOURCE OFFICER	40.00	Highest	$148,072	$12,763	$160,835
ANGELA THOMAS-ANDERSON	DIRECTOR PROCUREMENT	40.00	Highest	$135,546	$3,758	$139,304
DAVID FREEMAN	EXECUTIVE DIRECTOR, CO	40.00	Highest	$130,377	$17,473	$147,850
KIMBERLY HOLMES	EXECUTIVE DIRECTOR, OR	40.00	Highest	$114,964	$4,112	$119,076
GEOFFREY INCH	SVP, PRODUCER SERVICES	40.00	Highest	$108,378	$14,770	$123,148

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	$537,186	$20,256,764	$44,829,626	$-19,719,578
2023	No data	$8,864,405	$15,986,370	No data
2023	No data	$8,864,405	$15,986,370	No data
2022	$130,000	$562,296	$750,000	$-432,296