Civic Intelligence

The Giving Circle Inc.

990 • Fiscal year 2019 • EIN 41-2196304

Mar 01, 2018 to Feb 28, 2019 • Filed on Jan 17, 2020

PO Box 3162Saratoga Springs, NY 12866

(518) 312-9680

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

48th percentile

2.6%

Higher net margin than 48% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

62nd percentile

11%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

8.7%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$98,020

Up $9,353 (+11%) from 2018

Net Assets

Up

$98,020

Up $9,353 (+11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$356,192

Up $28,624 (+8.7%) from 2018

Expenses

Up

$346,839

Up $85,537 (+33%) from 2018

Net Income

Down

$9,353

Down $56,913 (-86%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $18,632Liabilities 2011: $0Net Assets 2011: $18,6322011Assets 2012: $21,293Liabilities 2012: $0Net Assets 2012: $21,2932012Assets 2013: $23,219Liabilities 2013: $0Net Assets 2013: $23,2192013Assets 2014: $52,793Liabilities 2014: $0Net Assets 2014: $52,7932014Assets 2015: $52,402Liabilities 2015: $0Net Assets 2015: $52,4022015Assets 2016: $37,346Liabilities 2016: $0Net Assets 2016: $37,3462016Assets 2017: $44,009Liabilities 2017: $0Net Assets 2017: $44,0092017Assets 2018: $88,667Liabilities 2018: $0Net Assets 2018: $88,6672018Assets 2019: $98,020Liabilities 2019: $0Net Assets 2019: $98,0202019Assets 2020: $104,887Liabilities 2020: $0Net Assets 2020: $104,8872020Assets 2021: $155,838Liabilities 2021: $0Net Assets 2021: $155,8382021Assets 2022: $232,698Liabilities 2022: $0Net Assets 2022: $232,6982022Assets 2023: $266,554Liabilities 2023: $199Net Assets 2023: $266,3552023Assets 2024: $221,086Liabilities 2024: $2,998Net Assets 2024: $218,0882024Assets 2025: $215,345Liabilities 2025: $4,070Net Assets 2025: $211,2752025

Highlighted filing

2019

Assets$98,020
Liabilities$0
Net Assets$98,020

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $53,922Expenses 2011: $48,168Net Income 2011: $5,7542011Revenue 2012: $96,139Expenses 2012: $100,278Net Income 2012: -$4,1392012Revenue 2013: $109,233Expenses 2013: $106,908Net Income 2013: $2,3252013Revenue 2014: $121,020Expenses 2014: $91,446Net Income 2014: $29,5742014Revenue 2015: $121,020Expenses 2015: $86,174Net Income 2015: $34,8462015Revenue 2016: $143,725Expenses 2016: $174,114Net Income 2016: -$30,3892016Revenue 2017: $206,845Expenses 2017: $200,182Net Income 2017: $6,6632017Revenue 2018: $327,568Expenses 2018: $261,302Net Income 2018: $66,2662018Revenue 2019: $356,192Expenses 2019: $346,839Net Income 2019: $9,3532019Revenue 2020: $399,196Expenses 2020: $392,329Net Income 2020: $6,8672020Revenue 2021: $351,733Expenses 2021: $300,782Net Income 2021: $50,9512021Revenue 2022: $311,428Expenses 2022: $230,664Net Income 2022: $80,7642022Revenue 2023: $345,047Expenses 2023: $303,010Net Income 2023: $42,0372023Revenue 2024: $230,222Expenses 2024: $284,893Net Income 2024: -$54,6712024Revenue 2025: $340,902Expenses 2025: $353,231Net Income 2025: -$12,3292025

Highlighted filing

2019

Revenue$356,192
Expenses$346,839
Net Income$9,353
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
Jan 17, 2020
Return Version
2018v3.0
Gross Receipts
$361,289
Mission and Program Overview

Mission

The Giving Circle, Inc. identifies and helps communities in need. We are community helping community, family helping family.

The Giving Circle, Inc. (TGC) is an all-volunteer non-profit organization based in Saratoga Springs, NY. The organization was founded in 2005 by Jefferson Award honoree Mark Bertrand with a mission to seek out communities in need and connect them with those with the resources to help.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$68,490$89,093▲ $20,603
Savings and Temporary Cash Investments$6,801$6,071▼ $730
Accounts Receivable$13,376$2,856▼ $10,520
Total Assets$88,667$98,020▲ $9,353
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$88,667$98,020▲ $9,353
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$88,667$98,020▲ $9,353
Total Liabilities and Net Assets / Fund Balance$88,667$98,020▲ $9,353
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leo GeoffrionPresident
Mark BertrandExecutive Director
Mary MahoneySecretary
Kelly BertrandTreasurer
Ron DeutschVP Communications
Ann FantauzziVP Operations
Revenue and Support

Revenue Composition

Contributions and Grants
$317,819
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$38,373
All Other Contributions
$317,819
Change in Net Assets
$9,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$346,839
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$343,796--$343,796
Insurance$2,367--$2,367
Information Technology$676--$676
Total Functional Expenses$346,839$0$0$346,839
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,470
Fundraising Direct Expenses$5,097
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Compassion Awards Fundraiser$43,470$43,470$822$42,648
Total Events$43,470$43,470$5,097$38,373
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the President, Vice President snd Treasurer prior to approval and filing.

Form 990, Part VI, Section C, Line 19

Governing documents are made available to the general public upon request.

Filing and Contact Details

Filer

Filer Name
The Giving Circle Inc
EIN
41-2196304
Address
PO Box 3162, Saratoga Springs, NY 12866

Signing Officer

Name
Kelly Bertrand
Title
Treasurer
Phone
5183129680
Signed
2020-01-17

Organization Details

Principal Officer
Leo Geoffrion
Formed
2006
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Program Expense-$343796, Processing/Bank Fees-$3,186, Printing & Copies-$341, Subscriptions & Membership-$1140

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the President, Vice President snd Treasurer prior to approval and filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing documents are made available to the general public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Expense-$343796, Processing/Bank Fees-$3,186, Printing & Copies-$341, Subscriptions & Membership-$1140
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt088667
IRS990/TotalAssetsEOYAmt098020
IRS990/TotalAssetsGrp/BOYAmt088667
IRS990/TotalAssetsGrp/EOYAmt098020
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0317819
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0346839
IRS990/TotalFunctionalExpensesGrp/TotalAmt0346839
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt088667
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt098020
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0346839
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt038373
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0356192
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt088667
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt098020
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt088667
IRS990/UnrestrictedNetAssetsGrp/EOYAmt098020
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O Box 3162
IRS990/USAddress/CityNm0Saratoga Springs
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012866
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0The organization switched accounting services.
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kelly Bertrand
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05183129680
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GIVING CIRCLE INC
ReturnHeader/Filer/BusinessNameControlTxt0GIVI
ReturnHeader/Filer/EIN0412196304
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 3162
ReturnHeader/Filer/USAddress/CityNm0Saratoga Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012866
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.190.233.211
ReturnHeader/ReturnTs02020-02-05T11:51:38-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.15$0.04$2.11$3.41$3.53$0.12
2024Detailed filing. Detailed filing data is available for this year.$2.21$0.03$2.18$2.30$2.85$0.55
2023Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.66$3.45$3.03$0.42
2022Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$3.11$2.31$0.81
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$3.52$3.01$0.51
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$3.99$3.92$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$3.56$3.47$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$3.28$2.61$0.66
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$2.07$2.00$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.44$1.74$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.21$0.86$0.35
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.21$0.91$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$1.09$1.07$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.96$1.00$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.54$0.48$0.06