UNIVERSITY CIRCLE INCORPORATED (EIN 340823464) - 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

1957

Legal Domicile

Principal Officer

DEAN M PARKER

Phone

2167913900

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY CIRCLE INCORPORATED, founded in 1957, is a mid-sized nonprofit in the Community Improvement sector that reported $13.3M in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 18% operating margin.

Mission

UNIVERSITY CIRCLE INC. EXISTS TO DEVELOP, SUPPORT, ADVOCATE FOR, AND CREATE VIBRANCY IN A ONE SQUARE MILE ARTS, CULTURE, HEALTH AND EDUCATION DISTRICT IN CLEVELAND, OHIO. THROUGH PROGRAMMING AND PHYSICAL IMPROVEMENTS THAT CONNECT THE DISTRICT TO RESIDENTS AND VISITORS, WE HOPE TO STRENGTHEN THE CONNECTIONS, IMPROVE ACCESS, AND ENSURE THAT EVERYONE FEELS WELCOME.

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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 $3,310,176

Program Service Revenue $6,149,804

Investment Income $3,850,744

Other Revenue $-10,864

TOTAL REVENUE $13,299,860

Expense Breakdown

Grants Paid $18,666

Salaries & Benefits $5,749,690

Fundraising Expenses $453,413

Program Expenses $8,790,498

Other Expenses $5,193,903

TOTAL EXPENSES $10,962,259

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,299,860	$9,293,837	+0.4%
Expenses	$10,962,259	$10,565,760	+0.0%
Net Income	$2,337,601	$-1,271,923	-2.8%

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

$693,273

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG WANG	CHAIR	1.00	Officer Director	$0	$0	$0
TIM CALLAHAN	TREASURER	1.00	Officer Director	$0	$0	$0
CLAIBORNE CLAY RANKIN	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS G BRICK	TRUSTEE	1.00	Director	$0	$0	$0
EVELYN BURNETT	TRUSTEE	1.00	Director	$0	$0	$0
SHAKORIE DAVIS	TRUSTEE	1.00	Director	$0	$0	$0
TJ DISANTO	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS GOODRICH	TRUSTEE	1.00	Director	$0	$0	$0
ANN HARLAN	TRUSTEE	1.00	Director	$0	$0	$0
DIANA HILDEBRAND	TRUSTEE	1.00	Director	$0	$0	$0
JEREMY JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
DOUG KATZ	TRUSTEE	1.00	Director	$0	$0	$0
INDIA PIERCE LEE	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG MARTAHUS	TRUSTEE	1.00	Director	$0	$0	$0
JILL DIETRICH MELLON	TRUSTEE	1.00	Director	$0	$0	$0
SETH REIMER	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE CATIE ROMANCHEK	TRUSTEE	1.00	Director	$0	$0	$0
STEVE RUBIN	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM BILL SEELBACH	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH SHAFRAN	TRUSTEE	1.00	Director	$0	$0	$0
MARIA SPANGLER	TRUSTEE	1.00	Director	$0	$0	$0
MARK SUTHERLAND	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH H THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
ARTHUR W TREUHAFT	TRUSTEE	1.00	Director	$0	$0	$0
JEFFERY WEAVER	TRUSTEE	1.00	Director	$0	$0	$0
PAUL WELLENER	TRUSTEE	1.00	Director	$0	$0	$0
LUCY WELLER	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA WILCHER-NORTON	TRUSTEE	1.00	Director	$0	$0	$0
STATHIS ANTONIADES	TRUSTEE	1.00	Director	$0	$0	$0
GRACE CHIN	TRUSTEE	1.00	Director	$0	$0	$0
LORI D'ANGELO	TRUSTEE	1.00	Director	$0	$0	$0
KELLY FALCONE-HALL	TRUSTEE	1.00	Director	$0	$0	$0
KATHY GOSS	TRUSTEE	1.00	Director	$0	$0	$0
ANDRE GREMILLET	TRUSTEE	1.00	Director	$0	$0	$0
JULIA GRIFFIN	TRUSTEE	1.00	Director	$0	$0	$0
BILL GRISWOLD	TRUSTEE	1.00	Director	$0	$0	$0
BISHOP DERRICK HANNA	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN HANSLER	TRUSTEE	1.00	Director	$0	$0	$0
KATHRYN HEIDEMANN	TRUSTEE	1.00	Director	$0	$0	$0
PAUL HOGLE	TRUSTEE	1.00	Director	$0	$0	$0
JARED ISAACSON	TRUSTEE	1.00	Director	$0	$0	$0
M C KING	TRUSTEE	1.00	Director	$0	$0	$0
REV JESSIE MACMILLAN	TRUSTEE	1.00	Director	$0	$0	$0
ERIC MORSE	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD MOYDELL	TRUSTEE	1.00	Director	$0	$0	$0
EMMA PARKER	TRUSTEE	1.00	Director	$0	$0	$0
GERI PRESTI	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN LYKINS REICH	TRUSTEE	1.00	Director	$0	$0	$0
GARY ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
JULIAN ROGERS	TRUSTEE	1.00	Director	$0	$0	$0
GORDON SNOW	TRUSTEE	1.00	Director	$0	$0	$0
CARA STOCK	TRUSTEE	1.00	Director	$0	$0	$0
FELTON THOMAS	TRUSTEE	1.00	Director	$0	$0	$0
MINDY TOUSLEY	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS TURKALY	TRUSTEE	1.00	Director	$0	$0	$0
ELAINE TURLEY	TRUSTEE	1.00	Director	$0	$0	$0
KENDRA URDZIK	TRUSTEE	1.00	Director	$0	$0	$0
NANCY WEST	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG WILSON	TRUSTEE	1.00	Director	$0	$0	$0
SONIA WINNER	TRUSTEE	1.00	Director	$0	$0	$0
KATE BORDERS	PRESIDENT	45.00	Officer	$252,942	$37,150	$290,092
DEAN PARKER	CHIEF FINANCIAL OFFICER	45.00	Officer	$196,638	$32,112	$228,750
CHERIE BANDY	CHIEF OF STAFF THROUGH 5/14	45.00	Officer	$120,954	$53,477	$174,431
ELISE YABLONSKY	CHIEF PLACE MANAGEMENT OFFICER	45.00	Highest	$143,728	$55,352	$199,080
KURTIS KEEPER	SERGEANT	52.00	Highest	$115,262	$51,611	$166,873
THOMAS WETZEL	CHIEF OF POLICE	45.00	Highest	$102,530	$45,464	$147,994
ALANNA SMITH	CAPTAIN	43.00	Highest	$103,738	$23,198	$126,936

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	$13,299,860	$10,962,259	$51,283,947	$2,337,601
2024	No data	No data	No data	No data
2023	$9,166,976	$11,216,866	$46,882,606	$-2,049,890
2022	$18,118,457	$18,986,812	$134,622,719	$-868,355
2021	$18,540,928	$16,795,905	$141,822,634	$1,745,023
2020	$10,318,734	$11,646,390	$43,376,442	$-1,327,656
2019	$10,278,852	$12,182,034	$47,887,679	$-1,903,182
2018	$14,693,234	$11,072,207	$45,893,792	$3,621,027

UNIVERSITY CIRCLE INCORPORATED