BEAM CIRCULAR (EIN 993024237) - 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

2024

Legal Domicile

Phone

4154184759

Tax Period

2024-05-07 to 2024-12-31

BEAM CIRCULAR, founded in 2024, is a community nonprofit in the Community Improvement sector that reported $1.9M in total revenue in fiscal year 2024. The organization ran a surplus of $533K, a strong 28% operating margin.

Mission

BEAM Circular is working to unlock the power of communities to transform waste into economic prosperity and environmental solutions. BEAM Circular believes that every person should have access to a good job, clean air and water, and a thriving community.

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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 $1,189,296

Program Service Revenue $706,011

Investment Income $2,052

Other Revenue $0

TOTAL REVENUE $1,897,359

Expense Breakdown

Grants Paid $94,252

Salaries & Benefits $748,635

Fundraising Expenses $34,109

Program Expenses $1,012,681

Other Expenses $521,033

TOTAL EXPENSES $1,363,920

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,897,359	N/A	N/A
Expenses	$1,363,920	N/A	N/A
Net Income	$533,439	N/A	N/A

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

N/A

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

$157,778

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIA OLIDE	CFO	40.00	Officer	$78,940	$0	$78,940
KAREN WARNER	CEO	40.00	Officer	$78,838	$0	$78,838
ANN MARGARET VENEMAN	MEMBER	1.00	Director	$0	$0	$0
BLAKE ALEXANDER SIMMONS	MEMBER	1.00	Director	$0	$0	$0
YAMILET VALLADOLID	MEMBER	1.00	Director	$0	$0	$0
HAROLD HERMAN SCHMITZ	MEMBER	1.00	Director	$0	$0	$0
RICHARD ANTHONY CUMMINGS	MEMBER	1.00	Director	$0	$0	$0
MICHELLE REIMERS	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
2024	$1,897,359	$1,363,920	$787,640	$533,439

BEAM CIRCULAR