Civic Intelligence

The Giving Circle Inc.

990 • Fiscal year 2021 • EIN 41-2196304

Mar 01, 2020 to Feb 28, 2021 • Filed on Nov 11, 2021

Organization ProfileWWW.THEGIVINGCIRCLE.ORG
PO Box 3162Saratoga Springs, NY 12866

(518) 527-4319

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

58th percentile

14%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

80th percentile

49%

Faster asset growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-12%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$155,838

Up $50,951 (+49%) from 2020

Net Assets

Up

$155,838

Up $50,951 (+49%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin58th percentile

Revenue

Down

$351,733

Down $47,463 (-12%) from 2020

Expenses

Down

$300,782

Down $91,547 (-23%) from 2020

Net Income

Up

$50,951

Up $44,084 (+642%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

2021

Assets$155,838
Liabilities$0
Net Assets$155,838
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

2021

Revenue$351,733
Expenses$300,782
Net Income$50,951
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2020 to Feb 28, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$351,733
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$90,690$145,790▲ $55,100
Savings and Temporary Cash Investments$14,197$10,048▼ $4,149
Total Assets$104,887$155,838▲ $50,951
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$104,887$155,838▲ $50,951
Total Net Assets Fund Balance$104,887$155,838▲ $50,951
Total Liabilities and Net Assets / Fund Balance$104,887$155,838▲ $50,951
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Leo GeoffrionPresident
Dan BobearDirector
Donna OlsonDirector
Joseph WagnerDirector
Joyce RiceDirector
Kim PoliDirector
Liam RiceDirector
Mary MahoneyDirector
Rachel DwyerDirector
Robin SolomonDirector
William MannDirector
Ann FantauzziSecretary
Carl KornVP Communica
Ronald DeutschVP Operation
Revenue and Support

Revenue Composition

Contributions and Grants
$351,733
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$351,733
Change in Net Assets
$50,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$300,782
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$8,381$4,893-$13,274
Other Expenses$6,041--$6,041
Fees for Services Accounting-$3,017-$3,017
Insurance$2,854--$2,854
Office Expenses-$-450-$-450
Total Functional Expenses$293,322$7,460$0$300,782
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 was reviewed and approved by the board of directors before filing with the internal revenue service.”

Form 990, Page 6, Part VI, Line 12C

“A conflict of interest statement is signed by each board member annually. Any conflicts disclosed are resolved by the board and the individual board member disclosing a conflict.”

Form 990, Page 6, Part VI, 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
Phone
5185274319
Address
PO BOX 3162, SARATOGA SPRINGS, NY 12866

Signing Officer

Name
Leo Geoffrion
Title
President
Phone
5185274319
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leo Geoffrion
Formed
2006
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
70

Preparer

Firm
MICHAEL A TOBIN & ASSOCIATES CPA'S PC
Address
40 BRITISH AMERICAN BLVD, LATHAM, NY 12110
Preparer
Michael a Tobin Ii
Phone
5187833100
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“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.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has been determined by the internal revenue service to be exempt from federal income tax under section 501 (c) (3) of the internal revenue code and similar provisions in new york state. The organization implemented the accounting guidance for uncertainty in income taxes using the provisions of fasb asc 740-10-25, accounting for uncertainty in income taxes. The adoption of this standard resulted in no uncertain benefits or provisions identified and recorded as a liability or asset. The organization believes that there are no tax positions taken or expected to be taken that would significantly increase or decrease unrecognized tax benefits within 12 months of the reporting date. None of the organization's federal or state income tax returns are currently under examination by the internal revenue service or state authorities.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE AND SIMILAR PROVISIONS IN NEW YORK STATE. THE ORGANIZATION IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ASC 740-10-25, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ADOPTION OF THIS STANDARD RESULTED IN NO UNCERTAIN BENEFITS OR PROVISIONS IDENTIFIED AND RECORDED AS A LIABILITY OR ASSET. THE ORGANIZATION BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE OR DECREASE UNRECOGNIZED TAX BENEFITS WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF THE ORGANIZATION'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE OR STATE AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A CONFLICT OF INTEREST STATEMENT IS SIGNED BY EACH BOARD MEMBER ANNUALLY. ANY CONFLICTS DISCLOSED ARE RESOLVED BY THE BOARD AND THE INDIVIDUAL BOARD MEMBER DISCLOSING A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LEO GEOFFRION
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GIVING CIRCLE INC
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL A TOBIN & ASSOCIATES CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 BRITISH AMERICAN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
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ReturnHeader/PreparerPersonGrp/PhoneNum05187833100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A TOBIN II
ReturnHeader/ReturnTs02021-12-06T07:59:28-06:00
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ReturnHeader/TaxPeriodEndDt02021-02-28
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,838
Liabilities
$0
Net assets
$155,838
Revenue
$351,733
Expenses
$300,782
Net income
$50,951
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