Civic Intelligence

The Circle Fund

990PF • Fiscal year 2023 • EIN 43-6400976

Jan 01, 2023 to Dec 31, 2023 • Filed on May 04, 2024

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

73rd percentile

0.02x

Higher debt load relative to assets than 73% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.35x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-77%

Higher net margin than 10% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.7%

Faster asset growth than 43% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

66%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$440,499

Down $12,095 (-2.7%) from 2022

Net Assets

Down

$430,499

Down $22,095 (-4.9%) from 2022

Liabilities

Up

$10,000

Up $10,000 from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin10th percentile

Revenue

Up

$28,282

Up $11,223 (+66%) from 2022

Expenses

Up

$50,107

Up $48,898 (+4044%) from 2022

Net Income

Down

-$21,825

Down $37,675 (-238%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$440,499
Liabilities$10,000
Net Assets$430,499
Open 2023 Filing

Operations Trend

Revenue Growth84th 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

2023

Revenue$28,282
Expenses$50,107
Net Income-$21,825
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 4, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2024-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Uhy Advisors Midwest Inc
Address
15 SUNNEN DRIVE SUITE 100, ST LOUIS, MO 63143-3819
Preparer
Denise Pisciotta
Phone
3146151200
Raw XML Appendix359 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.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1117564
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 ALGONQUIN LANE
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/AddressLine1Txt010 ALGONQUIN LANE
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/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NERINX HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST FRANCIS CABRINI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WEBSTER ROCK HILL MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MARY QUEEN OF PEACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0530 E LOCKWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13022 OREGON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2111 E WAYMIRE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3680 W LOCKWOOD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEBSTER GROVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WEBSTER GROVES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd263119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd363119
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045300
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/AppliedToCurrentYearAmt015898
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029402
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt013868
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt013868
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt013868
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt014777
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029402
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0270
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIFFERENCE OF COST BASIS FOR SECURITIES SOLD
TaxesSchedule/TaxesDetail/Amt04391
TaxesSchedule/TaxesDetail/Amt1416
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1416
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER FRANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03149623428
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-04
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431305800
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UHY ADVISORS MIDWEST 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/PreparationDt02024-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENISE PISCIOTTA
ReturnHeader/ReturnTs02024-05-14T15:38:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRANE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$440,499
Liabilities
$10,000
Net assets
$430,499
Revenue
$28,282
Expenses
$50,107
Net income
-$21,825
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