THE GIVING CIRCLE INC (EIN 412196304) - 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

2006

Legal Domicile

Principal Officer

JOYCE RICE

Phone

5184696769

Tax Period

2024-03-01 to 2025-02-28

THE GIVING CIRCLE INC, founded in 2006, is a small nonprofit that reported $341K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum.

Mission

THE GIVING CIRCLE, INC. IDENTIFIES AND HELPS COMMUNITIES IN NEED. WE ARE COMMUNITY HELPING COMMUNITY, FAMILY HELPING FAMILY.

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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 $345,332

Program Service Revenue $0

Investment Income $2,435

Other Revenue $-6,865

TOTAL REVENUE $340,902

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $321,330

Other Expenses $353,231

TOTAL EXPENSES $353,231

Year-over-Year Comparison

	2024	2023	Change
Revenue	$340,902	$230,222	+0.5%
Expenses	$353,231	$284,893	+0.2%
Net Income	$-12,329	$-54,671	-0.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD DEUTSCH	DIRECTOR	1.00	Director	$0	$0	$0
RACHAEL DWYER	DIRECTOR	1.00	Director	$0	$0	$0
LEO GEOFFRION	TREASURER	2.00	Officer Director	$0	$0	$0
SABRINA HERLICK	DIRECTOR	1.00	Director	$0	$0	$0
CARL KORN	VP COMMUNICA	2.00	Officer Director	$0	$0	$0
LISA LARKIN	SECRETARY	10.00	Officer Director	$0	$0	$0
MARISA LARKIN	DIRECTOR	1.00	Director	$0	$0	$0
WILL MANN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIN MASON	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE RICE	PRESIDENT	5.00	Officer Director	$0	$0	$0
KIM POLI	VP OPERATION	1.00	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
2025	$340,902	$353,231	$215,345	$-12,329
2024	$230,222	$284,893	$221,086	$-54,671
2023	$345,047	$303,010	$266,554	$42,037
2022	$311,428	$230,664	$232,698	$80,764
2021	$351,733	$300,782	$155,838	$50,951
2020	$399,196	$392,329	$104,887	$6,867
2019	$356,192	$346,839	$98,020	$9,353
2018	$327,568	$261,302	$88,667	$66,266

THE GIVING CIRCLE INC