BLUE CIRCLE CHARITABLE FOUNDATION INC (EIN 993225683) - 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

2024

Legal Domicile

Principal Officer

ROBIN JENSEN

Phone

8442375046

Tax Period

2024-05-06 to 2024-09-30

BLUE CIRCLE CHARITABLE FOUNDATION INC, founded in 2024, is a small nonprofit in the Health Care sector that reported $500K in total revenue in fiscal year 2024. The organization ran a surplus of $415K, a strong 83% operating margin.

Mission

TO IMPROVE THE LIVES OF THOSE LIVING WITH TYPE 1 DIABETES (T1D), ENSURING THEY HAVE ACCESS TO THEPRESCRIPTIONS AND SUPPLIES THEY NEED TO THRIVE.

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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 $500,000

Program Service Revenue $0

Investment Income $1

Other Revenue $0

TOTAL REVENUE $500,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,127

Fundraising Expenses $1,254

Program Expenses $75,628

Other Expenses $63,635

TOTAL EXPENSES $84,762

Year-over-Year Comparison

	2024	2023	Change
Revenue	$500,001	N/A	N/A
Expenses	$84,762	N/A	N/A
Net Income	$415,239	N/A	N/A

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
DR LEONARD DAVOLIO	DIRECTOR, CHIEF EXECUTIVE OFFICER	1.00	Officer Director	$0	$0	$0
DR SCOTT KAHN	DIRECTOR, CHAIRMAN	1.00	Officer Director	$0	$0	$0
DR GEORGIA AGIOSTRATIDOU	DIRECTOR, SECRETARY	1.00	Officer Director	$0	$0	$0
BRUCE BRAUGHTON	DIRECTOR, CHIEF FINANCIAL OFFICER	1.00	Officer Director	$0	$0	$0
DR SEAN OSER	DIRECTOR (FROM 09/2024)	1.00	Director	$0	$0	$0
ROBIN JENSEN	CHIEF OPERATING OFFICER	1.00	Officer	$0	$0	$0
LINDA PILLA ESQ	CHIEF COMPLIANCE AND PRIVACY OFFICER	1.00	Officer	$0	$0	$0
BENJAMIN THOMAS	CHIEF INFORMATION SECURITY OFFICER	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
2024	$500,001	$84,762	$544,267	$415,239

BLUE CIRCLE CHARITABLE FOUNDATION INC