CIRCLE OF FRIENDS

EIN: 274404972 501(c)(3)

SISTERS, OR

Total Revenue
$421,358
Total Expenses
$367,419
Total Assets
$1,058,113
Net Assets
$1,058,113
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
OR
Principal Officer
LISA GIES
Phone
5415886445
Tax Period
2024-09-01 to 2025-08-31

CIRCLE OF FRIENDS, founded in 2010, is a small nonprofit that reported $421K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $367K left a modest 13% surplus.

Mission

MISSION STATEMENTTO PROVIDE FRIENDS AND RESOURCES THAT PROMOTE EQUAL ACCESS ANDOPPORTUNITY FOR SISTERS' UNDERSERVED CHILDREN AND YOUTH TO DEVELOP LIFESKILLS, SOCIAL SKILLS, ACADEMIC SUCCESS, AND INDIVIDUAL TALENTS.VISION STATEMENTCIRCLE OF FRIENDS OFFERS EVERY SISTERS' CHILD OR YOUTH IN NEED WITHTRAINED MENTORS WHO PROVIDE CONSISTENT, LONG-TERM, MEANINGFULRELATIONSHIPS. WORKING COLLABORATIVELY WITH SISTERS SCHOOL DISTRICT,COMMUNITY SERVICE PROVIDERS, AND PARENTS, CIRCLE OF FRIENDSDEVELOPS AND IMPLEMENTS INCLUSIVE PLANS AND SUPPORT SYSTEMS FORMENTEES. CIRCLE OF FRIENDS WORKS TO PROVIDE CHILDREN AND YOUTHWITH POSITIVE EXPERIENCES AND OPPORTUNITIES THAT CONTRIBUTE TO THEIRCURRENT AND FUTURE SUCCESS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $412,660
Program Service Revenue $0
Investment Income $8,698
Other Revenue $0
TOTAL REVENUE $421,358

Expense Breakdown

Grants Paid $0
Salaries & Benefits $265,028
Fundraising Expenses $618
Program Expenses $352,042
Other Expenses $102,391
TOTAL EXPENSES $367,419

Year-over-Year Comparison

2024 2023 Change
Revenue $421,358 $474,143 -0.1%
Expenses $367,419 $360,868 +0.0%
Net Income $53,939 $113,275 -0.5%
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

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Governance

Voting Members
9
Independent Members
8
Employees
7
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
2
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DUNCAN CAMPBELL FOUNDER 6.00
Director
$0 $0 $0
LISA GIES BOARD CHAIR 8.00
Officer Director
$0 $0 $0
SHAWN BRADSHAW SECRETARY 8.00
Director
$0 $0 $0
JANE SLINGSBY TREASURER 8.00
Officer 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
2025 $421,358 $367,419 $1,058,113 $53,939
2024 $474,143 $360,868 $1,004,174 $113,275
2023 $327,126 $374,568 $890,899 $-47,442
2022 $550,542 $266,821 $938,341 $283,721
2021 $232,300 $196,533 $654,620 $35,767
2019 $284,226 $157,740 $274,506 $126,486
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