THE GIVING CIRCLE

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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

1999

Legal Domicile

Principal Officer

RACHEL KIRBY

Phone

6175812409

Tax Period

2024-01-01 to 2024-12-31

THE GIVING CIRCLE, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2024. Expenses of $1.7M exceeded revenue, resulting in a 10% operating deficit.

Mission

THE GIVING CIRCLE IS AN EMPLOYEE-DRIVEN NONPROFIT DEDICATED TO SUPPORTING OUR SUFFOLK FAMILY AND "EXTENDED FAMILY" IN TIMES OF GREAT NEED. THE ORGANIZATION MAINLY PROVIDES FINANCIAL ASSISTANCE TO INDIVIDUALS AND FAMILIES IN NEED.

Program Service Accomplishments

Program 1

Expenses: $1,631,214

PROVIDE FINANCIAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES IN NEED. FUNDED BY EMPLOYEES PAYROLL DEDUCTIONS AND GENEROUS SPONSORSHIP DOLLARS, THE GIVING CIRCLE OFFSETS THE COSTS OF MEDICAL CRISES...

PROVIDE FINANCIAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES IN NEED. FUNDED BY EMPLOYEES PAYROLL DEDUCTIONS AND GENEROUS SPONSORSHIP DOLLARS, THE GIVING CIRCLE OFFSETS THE COSTS OF MEDICAL CRISES, CATASTROPHIC NATURAL EVENTS AND HOME EMERGENCIES WHEN UNEXPECTED TRAGEDY STRIKES OUR COLLEAGUES AND FRIENDS. THE ORGANIZATION HELPED 138 INDIVIDUALS IN NEED DURING THE YEAR, WITH PAYMENTS TOTALING $1,622,750.

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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 $2,154,514

Program Service Revenue $0

Investment Income $0

Other Revenue $-640,877

TOTAL REVENUE $1,513,637

Expense Breakdown

Grants Paid $1,622,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,631,214

Other Expenses $45,667

TOTAL EXPENSES $1,668,417

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,513,637	$1,483,730	+0.0%
Expenses	$1,668,417	$1,448,482	+0.2%
Net Income	$-154,780	$35,248	-5.4%

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

176

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
ANTHONY BARTOLOTTA	TRUSTEE	0.29	Director	$0	$0	$0
JACOB HAFENSTEINER	TRUSTEE	0.29	Director	$0	$0	$0
RACHEL KIRBY	TRUSTEE	0.48	Director	$0	$0	$0
JOHN MCKERNAN	TRUSTEE	0.29	Director	$0	$0	$0
ROB ROGERS	TRUSTEE	0.29	Director	$0	$0	$0
NICK SCHWIEGER	TRUSTEE	0.48	Director	$0	$0	$0
JIM STANLEY	TRUSTEE	0.29	Director	$0	$0	$0
PETE TUFFO	TRUSTEE	0.29	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	$1,513,637	$1,668,417	$1,693,679	$-154,780
2023	$1,483,730	$1,448,482	$1,834,414	$35,248
2022	$1,516,298	$1,340,941	$1,857,707	$175,357
2021	$1,165,215	$713,636	$1,706,429	$451,579
2020	$501,417	$579,194	$1,180,807	$-77,777
2019	$1,132,865	$786,878	$1,438,991	$345,987
2018	$681,300	$511,193	$1,039,387	$170,107