Circle Up Indy LTD

EIN: 471785556 501(c)(3) Community Improvement

Indianapolis, IN

Total Revenue
$566,555
Total Expenses
$533,674
Total Assets
$56,586
Net Assets
$-82,394
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
IN
Principal Officer
James C Wilson
Phone
3176191417
Tax Period
2022-01-01 to 2022-12-31

Circle Up Indy LTD, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $567K in total revenue in fiscal year 2022. Revenue surged 183% from the prior year, signaling strong growth momentum. Expenses of $534K left a modest 6% surplus.

Mission

CIRCLE UP INDY SEEKS TO IMPROVE THE QUALITY OF LIFE FOR ALL RESIDENTS OF INDIANAPOLIS BY ADDRESSING ISSUES OF VIOLENCE; BY TACKLING THE PERPETUAL DISPARITIES OF ECONOMICS, EDUCATION, AND EMPLOYMENT; IN ADDITION TO MENTAL AND PHYSICAL HEALTH CONCERNS.

Program Service Accomplishments

Program 1
Expenses: $448,134

Direct Community Assistance - With the perpetual issues of economic disparities in the Martindale-Brightwood and 46218 zip code, residents have been less fortunate to fully support themselves and...

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Direct Community Assistance - With the perpetual issues of economic disparities in the Martindale-Brightwood and 46218 zip code, residents have been less fortunate to fully support themselves and family. The Covid-19 simply exacerbated the ongoing generational issues that have plagued the black communities. CUI will support residents not just during the pandemic but help build the needed relationship thereafter to continue direct support and development to future engagement and future self-sustainability.

Program 2
Expenses: $55,916

Rising Evolution - Housing Initiative to provide the Martindale-Brightwood community with affordable housing. Circle Up Indy will build both container and 3D printed homes to provide sustainable...

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Rising Evolution - Housing Initiative to provide the Martindale-Brightwood community with affordable housing. Circle Up Indy will build both container and 3D printed homes to provide sustainable living for residents of color and the underserved.

Program 3

AS THE FOUNDING INITIATIVES OF CIRCLE UP INDY, THE PEACE FESTIVAL LOOKS TO PROVIDE A RELAXED ATMOSPHERE FOR COMMUNITY SERVICE PROVIDERS, EDUCATORS, EMPLOYERS AND OTHERS TO MEET WITH THE COMMUNITY. BY...

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AS THE FOUNDING INITIATIVES OF CIRCLE UP INDY, THE PEACE FESTIVAL LOOKS TO PROVIDE A RELAXED ATMOSPHERE FOR COMMUNITY SERVICE PROVIDERS, EDUCATORS, EMPLOYERS AND OTHERS TO MEET WITH THE COMMUNITY. BY PROVIDING A FAMILY-SAFE ENVIRONMENT WITH ENTERTAINMENT AND PRIZES, COMMUNITY MEMBERS ARE ENCOURAGED TO DISCOVER PROGRAMS, INFORMATION, NEIGHBORS AND COMMUNITY LEADERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $565,511
Program Service Revenue $0
Investment Income $47
Other Revenue $997
TOTAL REVENUE $566,555

Expense Breakdown

Grants Paid $392,218
Salaries & Benefits $23,854
Fundraising Expenses $9,892
Program Expenses $504,050
Other Expenses $117,602
TOTAL EXPENSES $533,674

Year-over-Year Comparison

2022 2021 Change
Revenue $566,555 $199,929 +1.8%
Expenses $533,674 $204,133 +1.6%
Net Income $32,881 $-4,204 -8.8%
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

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Governance

Voting Members
5
Independent Members
4
Employees
4
Volunteers
12

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
$10,000
Total Directors
5
$10,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JAMES WILSON CEO 40.0
Officer Director
$10,000 $0 $10,000
DEBORAH WHITFIELD Board President 5.0
Officer Director
$0 $0 $0
ANGELIA MOORE BOARD MEMBER 5.0
Director
$0 $0 $0
ROBERT MACPHERSON BOARD MEMBER 5.0
Director
$0 $0 $0
GERRI CUNNINGHAM BOARD MEMBER 5.0
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
2022 $566,555 $533,674 $56,586 $32,881
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