Circle of Care St Louis (EIN 833453277) - 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

2019

Legal Domicile

Principal Officer

Yolanda Holton

Phone

3148733501

Tax Period

2024-01-01 to 2024-12-31

Circle of Care St Louis, founded in 2019, is a small nonprofit in the Human Services sector that reported $628K in total revenue in fiscal year 2024.

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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 $627,761

Program Service Revenue $0

Investment Income $0

Other Revenue $57

TOTAL REVENUE $627,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $448,212

Fundraising Expenses $0

Program Expenses $102,530

Other Expenses $171,441

TOTAL EXPENSES $619,653

Year-over-Year Comparison

	2024	2023	Change
Revenue	$627,818	$594,919	+0.1%
Expenses	$619,653	$598,544	+0.0%
Net Income	$8,165	$-3,625	-3.3%

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
James McDaniels	Vice President	4.00	Officer	$0	$0	$0
Kenneth Goins	President	5.00	Officer	$0	$0	$0
Christina Garnett	Treasurer	3.00	Officer	$0	$0	$0
Burgandy Fitzhenry	Secretary	3.00	Officer	$0	$0	$0
Mary Williams	Director	3.00	Officer	$0	$0	$0
Terry Bufford	Director	3.00	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
2024	$627,818	$619,653	$38,165	$8,165
2023	No data	No data	No data	No data
2022	$347,104	$345,004	$33,625	$2,100
2021	$192,707	$170,828	$31,525	$21,879

Circle of Care St Louis