CIRCLE OF FRIENDS MISSION THRIFT S… - Form 990 Financial Data

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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

2011

Legal Domicile

Principal Officer

SHERRY LEKA

Phone

2627238177

Tax Period

2023-01-01 to 2023-12-31

CIRCLE OF FRIENDS MISSION THRIFT SHOPPE INC, founded in 2011, is a small nonprofit in the Human Services sector that reported $562K in total revenue in fiscal year 2023.

Mission

A COMMUNITY BASED ORGANIZATION WHICH SEEKS TO MEET THE BASIC PHYSICAL AND SOCIAL NEEDS OF SOUTH EASTERN WISCONSIN.

Program Service Accomplishments

Program 1

Expenses: $457,395 Revenue: $460,525

THE ORGANIZATION SELLS ITEMS(CLOTHES, FURNITURE, HOUSEHOLD GOODS, ETC) AND THE SALES PROCEEDS ARE USED TO BENEFIT THE COMMUNITY. THE ORGANIZATION ALSO OFFERS MANY VOLUNTEER OPPORTUNITES TO THE PUBLIC.

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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 $101,950

Program Service Revenue $460,525

Investment Income $0

Other Revenue $0

TOTAL REVENUE $562,475

Expense Breakdown

Grants Paid $0

Salaries & Benefits $204,916

Fundraising Expenses $0

Program Expenses $457,395

Other Expenses $362,908

TOTAL EXPENSES $567,824

Year-over-Year Comparison

	2023	2022	Change
Revenue	$562,475	$575,443	0.0%
Expenses	$567,824	$616,409	-0.1%
Net Income	$-5,349	$-40,966	-0.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN ANDERSON	VP	N/A	Officer	$0	$0	$0
SHERRY LEKA	PRESIDENT	N/A	Officer	$0	$0	$0
JACKIE THELEN	SECRETARY	N/A	Officer	$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	No data	No data	No data	No data
2023	$562,475	$567,824	$406,363	$-5,349
2022	$575,443	$616,409	$411,712	$-40,966
2021	$123,090	$269,539	$452,678	$-146,449
2020	$627,899	$82,519	$599,127	$545,380

CIRCLE OF FRIENDS MISSION THRIFT SHOPPE INC