CIRCLE FOUNDATION (EIN 264526707) - 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

2009

Legal Domicile

Principal Officer

LASHAUN JACKSON

Phone

3129999360

Tax Period

2023-07-01 to 2024-06-30

CIRCLE FOUNDATION, founded in 2009, is a community nonprofit in the Education sector that reported $7.3M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

TO ESTABLISH AN INSTITUTION THAT INNOVATIVELY INSPIRES, MOTIVATES AND EMPOWERS PEOPLE TO DEVELOP AND REALIZE THEIR HIGHEST ASPIRATIONS.

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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 $7,234,570

Program Service Revenue $34,907

Investment Income $141

Other Revenue $30,272

TOTAL REVENUE $7,299,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,459,003

Fundraising Expenses $8,442

Program Expenses $6,207,804

Other Expenses $3,652,945

TOTAL EXPENSES $7,111,948

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,299,890	$6,043,784	+0.2%
Expenses	$7,111,948	$6,418,586	+0.1%
Net Income	$187,942	$-374,802	-1.5%

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

$534,488

Total Directors

$534,488

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LASHAUN JACKSON	EXECUTIVE DIRECTOR	40.00	Officer Director	$242,834	$28,616	$271,450
OMAR MOORE	CHIEF OPERATING OFFICER	40.00	Officer Director	$236,532	$26,506	$263,038
TIM LEE	SECRETARY	1.00	Officer Director	$0	$0	$0
PAUL SAKOL	TREASURER	1.00	Officer Director	$0	$0	$0
JEAN CLAUDE AUREL	MEMBER	1.00	Director	$0	$0	$0
ANDRICUS HUTCHERSON	MEMBER	1.00	Director	$0	$0	$0
KIELA WILSON	MEMBER	1.00	Director	$0	$0	$0
OSCAR ARGUETA	CONTROLLER	40.00	Highest	$158,689	$8,460	$167,149
ALICIA ARNOLD	SCHOOL PRINCIPAL	40.00	Highest	$136,824	$11,542	$148,366
HEIDI VALDEZ	HR MANAGER	40.00	Highest	$114,840	$1,006	$115,846

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
2025	No data	No data	No data	No data
2024	$7,299,890	$7,111,948	$7,814,595	$187,942
2023	$6,043,784	$6,418,586	$7,909,837	$-374,802
2022	$7,510,733	$6,310,485	$2,420,640	$1,200,248
2021	$5,499,132	$4,802,078	$753,922	$697,054
2020	$4,640,080	$4,636,129	$732,516	$3,951
2019	$4,244,699	$4,271,362	$615,399	$-26,663
2018	$4,164,514	$4,267,360	$644,935	$-102,846

CIRCLE FOUNDATION