Full Circle Fund (EIN 943373850) - 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

2000

Legal Domicile

Principal Officer

Samantha Carpenter

Phone

4158244840

Tax Period

2023-01-01 to 2023-12-31

Full Circle Fund, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $232K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

Full Circle Fund FCF is a nonprofit community that leverages its professionals financial and intellectual capital to accelerate nonprofits and build a better S.F. Bay Area. Our Members come from different sectors to partner with local nonprofits, or Grant Partners, in a unique model of engaged philanthropy.

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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 $211,756

Program Service Revenue $4,548

Investment Income $41

Other Revenue $16,005

TOTAL REVENUE $232,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,763

Fundraising Expenses $28,581

Program Expenses $167,505

Other Expenses $80,045

TOTAL EXPENSES $226,808

Year-over-Year Comparison

	2023	2022	Change
Revenue	$232,350	$355,621	-0.3%
Expenses	$226,808	$324,988	-0.3%
Net Income	$5,542	$30,633	-0.8%

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

$54,687

Total Directors

$54,687

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dara Olandt	Executive Dir.	40.00	Officer Director	$49,998	$4,689	$54,687
Rob Trice	Board Co-Chair	2.00	Officer Director	$0	$0	$0
Peter Werner	Director	2.00	Director	$0	$0	$0
Andrew Truong	Director	2.00	Director	$0	$0	$0
Michelle Branch	Director	2.00	Director	$0	$0	$0
Eva Camp	Interim CEO/ED	40.00	Officer Director	$0	$0	$0
Ansaf Kareem	Director	2.00	Director	$0	$0	$0
Lindsay Riddell	Director	2.00	Director	$0	$0	$0
Sienna Rogers	Board Co-Chair	2.00	Officer Director	$0	$0	$0
Valerie Neumark	Director	2.00	Director	$0	$0	$0
Jessica Blackshaw	Director	2.00	Director	$0	$0	$0
Simon Shachter	Director	2.00	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
2023	$232,350	$226,808	$249,603	$5,542
2022	$355,621	$324,988	$187,603	$30,633
2021	$1,194,109	$1,826,246	$368,559	$-632,137
2020	$1,131,519	$1,554,676	$971,310	$-423,157
2019	$2,808,474	$1,527,863	$1,329,858	$1,280,611

Full Circle Fund