Civic Intelligence

The Circle Fund

990PF • Fiscal year 2017 • EIN 43-6400976

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization Profile
10 Algonquin LaneWebster Groves, MO 63119

(314) 962-3428

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

3.8%

Faster asset growth than 56% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$446,450

Up $32,142 (+7.8%) from 2015

Net Assets

$446,450

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin93rd percentile

Revenue

Up

$24,198

Up $4,889 (+25%) from 2015

Expenses

Up

$9,798

Up $6,664 (+213%) from 2015

Net Income

Down

$14,400

Down $1,775 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$600K$400K$200K$0Assets 2010: $333,158Liabilities 2010: $0Net Assets 2010: $333,1582010Assets 2011: $390,810Liabilities 2011: $02011Assets 2012: $382,654Liabilities 2012: $0Net Assets 2012: $382,6542012Assets 2013: $374,630Liabilities 2013: $0Net Assets 2013: $374,6302013Assets 2014: $389,558Liabilities 2014: $02014Assets 2015: $414,308Liabilities 2015: $02015Assets 2017: $446,450Liabilities 2017: $0Net Assets 2017: $446,4502017Assets 2018: $362,338Liabilities 2018: $0Net Assets 2018: $362,3382018Assets 2019: $377,101Liabilities 2019: $0Net Assets 2019: $377,1012019Assets 2020: $384,280Liabilities 2020: $0Net Assets 2020: $384,2802020Assets 2021: $436,744Liabilities 2021: $0Net Assets 2021: $436,7442021Assets 2022: $452,594Liabilities 2022: $0Net Assets 2022: $452,5942022Assets 2023: $440,499Liabilities 2023: $10,000Net Assets 2023: $430,4992023Assets 2024: $416,232Liabilities 2024: $0Net Assets 2024: $416,2322024

Highlighted filing

2017

Assets$446,450
Liabilities$0
Net Assets$446,450
Open 2017 Filing

Operations Trend

Revenue Growth66th percentile

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

$200K$100K$0-$100KExpenses 2010: $125,0902010Revenue 2011: $175,825Expenses 2011: $85Net Income 2011: $175,7402011Expenses 2012: $21,0892012Revenue 2013: $18,893Expenses 2013: $26,917Net Income 2013: -$8,0242013Revenue 2014: $18,908Expenses 2014: $3,472Net Income 2014: $15,4362014Revenue 2015: $19,309Expenses 2015: $3,134Net Income 2015: $16,1752015Revenue 2017: $24,198Expenses 2017: $9,798Net Income 2017: $14,4002017Revenue 2018: $41,888Expenses 2018: $126,000Net Income 2018: -$84,1122018Revenue 2019: $16,469Expenses 2019: $1,706Net Income 2019: $14,7632019Revenue 2020: $7,762Expenses 2020: $583Net Income 2020: $7,1792020Revenue 2021: $52,925Expenses 2021: $461Net Income 2021: $52,4642021Revenue 2022: $17,059Expenses 2022: $1,209Net Income 2022: $15,8502022Revenue 2023: $28,282Expenses 2023: $50,107Net Income 2023: -$21,8252023Revenue 2024: $20,846Expenses 2024: $35,160Net Income 2024: -$14,3142024

Highlighted filing

2017

Revenue$24,198
Expenses$9,798
Net Income$14,400
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET M FRANETrustee-$0--
PETER S FRANETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Circle Fund
EIN
43-6400976
Phone
3149623428
Address
10 ALGONQUIN LANE, WEBSTER GROVES, MO 63119

Signing Officer

Name
Peter Frane
Title
Trustee
Phone
3149623428
Signed
2018-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Mo Inc
Address
15 SUNNEN DRIVE SUITE 100, ST LOUIS, MO 63143-3819
Preparer
Denise Pisciotta
Phone
3146151200
Raw XML Appendix314 raw XML fields

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

Path#Value
AppliedToPriorYearElection/ElectionDesc0THE TAXPAYER IS ELECTING PER REGULATION SECTION 53.4942(A)-3(D)(2)TO APPLY A PORTION OF THE 2008 QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME FROM 2006.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0406387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt126831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MONEY MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0561146
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt126831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt011995
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt012198
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt024198
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt024198
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012198
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011995
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011995
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt014400
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012198
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012198
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024014
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0184
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt09500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0184
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024198
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0184
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt012198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012198
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt014400
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0446450
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0432050
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0446450
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027380
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027380
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027380
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027860
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0480
IRS990PF/DistributableAmountGrp/TotalTaxAmt0480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0601209
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08138
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013232
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013232
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0423912
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0433218
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0587977
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0432050
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0446450
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0432050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0446450
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0601209
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0432050
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0446450
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0432050
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0446450
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0565678
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010685
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0554993
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08485
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027860
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0557193
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0565678
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANET M FRANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PETER S FRANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0444 SHERWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1125 HELFENSTEIN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WEBSTER GROVES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WEBSTER GROVES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd063119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd163119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt012668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt012908
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt026500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt017500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.022735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.005048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.062290
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0557193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0495235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0472448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0466255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0425431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0377670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt09500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.113675
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt09500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt09500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02016
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PETER FRANE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0125 HELFENSTEIN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEBSTER GROVES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063119
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03149623428
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM REQUIRED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PETER FRANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03149623428
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0125 HELFENSTEIN AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WEBSTER GROVES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd063119
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST LOUIS AREA FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ROCK STEADY BOXING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt070 CORPORATE WOODS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt116625 SWINGLEY RIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHESTERFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163017
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09500
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt06748
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt027380
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016248
TaxesSchedule/TaxesDetail/Amt0114
TaxesSchedule/TaxesDetail/Amt1184
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1184
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER FRANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03149623428
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CIRCLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0CIRC
ReturnHeader/Filer/EIN0436400976
ReturnHeader/Filer/PhoneNum03149623428
ReturnHeader/Filer/USAddress/AddressLine1Txt010 ALGONQUIN LANE
ReturnHeader/Filer/USAddress/CityNm0WEBSTER GROVES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063119
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD4119AD276F92F275D9BB3736BF2AA1CC48D7B8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.99.101.4
ReturnHeader/FilingSecurityInformation/IPDt02018-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:24:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431305800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 SUNNEN DRIVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631433819
ReturnHeader/PreparerPersonGrp/PhoneNum03146151200
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE PISCIOTTA
ReturnHeader/ReturnTs02018-05-07T08:02:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,450
Liabilities
$0
Net assets
$446,450
Revenue
$24,198
Expenses
$9,798
Net income
$14,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.21$0.35$0.14
2023Detailed filing. Detailed filing data is available for this year.$4.40$0.10$4.30$0.28$0.50$0.22
2022Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.17$0.01$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.53$0.00$0.52
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.08$0.01$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.16$0.02$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.42$1.26$0.84
2017Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.24$0.10$0.14
2015Summary only. Only limited summary data is available for this year.$4.14$0.00$0.19$0.03$0.16
2014Summary only. Only limited summary data is available for this year.$3.90$0.00$0.19$0.03$0.15
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.19$0.27$0.08
2012Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.21
2011Summary only. Only limited summary data is available for this year.$3.91$0.00$1.76$0.00$1.76
2010Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$1.25