Circle Health Services (EIN 237078501) - 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

1970

Legal Domicile

Principal Officer

Eric Morse

Phone

2167214010

Tax Period

2024-01-01 to 2024-12-31

Circle Health Services, founded in 1970, is a mid-sized nonprofit that reported $38.1M in total revenue in fiscal year 2024.

Mission

Circle Health fights for equity by healing, teaching, and inspiring individuals and families to reach their full potential.

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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 $10,093,099

Program Service Revenue $18,612,122

Investment Income $41,071

Other Revenue $9,333,304

TOTAL REVENUE $38,079,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,642,428

Fundraising Expenses $234,266

Program Expenses $32,504,887

Other Expenses $9,453,737

TOTAL EXPENSES $37,096,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,079,596	$36,260,626	+0.1%
Expenses	$37,096,165	$33,409,105	+0.1%
Net Income	$983,431	$2,851,521	-0.7%

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

335

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

$674,495

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brinton Lincoln	Chair	2.00	Officer Director	$0	$0	$0
Angela Beasley Fielding	Vice Chair	2.00	Officer Director	$0	$0	$0
Kamaal Shakkour	Treas., Prin. Dir. until 12/27/24	2.00	Officer Director	$0	$0	$0
Venyce Sanders	Treasurer	2.00	Officer Director	$0	$0	$0
Seth Wolf	Secretary	2.00	Officer Director	$0	$0	$0
Camille Billups	Principal Director	1.00	Director	$0	$0	$0
Daniel Blain	Principal Director	1.00	Director	$0	$0	$0
James Crane	Principal Director	1.00	Director	$0	$0	$0
Robert Faxon	Principal Director	1.00	Director	$0	$0	$0
Marla Fleischer	Principal Director	1.00	Director	$0	$0	$0
Judge Lisa Babish Forbes	Principal Director	1.00	Director	$0	$0	$0
Rev Dr Lisa Goods	Principal Director	1.00	Director	$0	$0	$0
David Gunning	Principal Director	1.00	Director	$0	$0	$0
Moses Jhirad	Principal Director	1.00	Director	$0	$0	$0
Rob Kochis	Principal Director	1.00	Director	$0	$0	$0
Pamela LeRose	Principal Director	1.00	Director	$0	$0	$0
Matthew Litzler	Principal Director until 5/23/24	1.00	Director	$0	$0	$0
Letitia Lopez	Principal Director	1.00	Director	$0	$0	$0
Tracey Mason	Principal Director	1.00	Director	$0	$0	$0
Stephen McHale	Principal Director	1.00	Director	$0	$0	$0
Bradley Ouambo	Principal Director	1.00	Director	$0	$0	$0
Selina M Pagan	Principal Director	1.00	Director	$0	$0	$0
Stephanie Walters Unterweger	Principal Director	1.00	Director	$0	$0	$0
Manuela Weeber	Principal Director	1.00	Director	$0	$0	$0
Tatiana Wells	Principal Director	1.00	Director	$0	$0	$0
Susan Yarborough	Principal Director	1.00	Director	$0	$0	$0
Eric Morse	Chief Executive Officer	16.00	Officer	$330,816	$76,553	$407,369
Christine Gambatese	Chief Financial Officer	16.00	Officer	$223,923	$43,203	$267,126
Elena Yanchar	Chief of Psychiatry	40.00	Highest	$272,522	$25,063	$297,585
Dorothy Rimmelin	Family Physician	40.00	Highest	$261,012	$61,179	$322,191
Nora McNamara	Psychiatrist	40.00	Highest	$255,726	$62,121	$317,847
Daniel Frech	Chief Strategy Officer	16.00	Highest	$199,686	$36,263	$235,949
Martin Williams	Chief Program Officer	16.00	Highest	$190,082	$19,545	$209,627

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	$38,079,596	$37,096,165	$26,232,460	$983,431
2023	$36,260,626	$33,409,105	$22,176,947	$2,851,521
2022	$25,323,621	$22,836,887	$18,335,276	$2,486,734
2021	$20,519,755	$17,318,805	$15,673,887	$3,200,950
2020	$18,197,840	$13,787,640	$12,491,694	$4,410,200
2019	$12,084,924	$10,647,826	$10,234,395	$1,437,098
2018	$7,346,766	$8,566,319	$8,846,261	$-1,219,553

Circle Health Services