Civic Intelligence

Circle S Foundation Inc.

990PF • Fiscal year 2019 • EIN 90-0781519

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 30, 2020

Organization Profile
3139 Cloverfield RdCharlotte, NC 28211

(704) 641-3078

Siviq Scores

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

Liabilities / Assets

94th percentile

0.08x

Higher debt load relative to assets than 94% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

99th percentile

3.59x

Higher debt load relative to revenue than 99% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Net Margin

88th percentile

87%

Higher net margin than 88% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2019 filings • NTEE T20 • <$500k nonprofits • Source year 2019

Asset Growth

66th percentile

2.0%

Faster asset growth than 66% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-87%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • NTEE T20 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$66,863

Up $12,405 (+23%) from 2017

Net Assets

Up

$61,453

Up $10,376 (+20%) from 2017

Liabilities

Up

$5,410

Up $2,029 (+60%) from 2017

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin88th percentile

Revenue

Up

$1,506

Up $206 (+16%) from 2017

Expenses

Up

$191

Up $116 (+155%) from 2017

Net Income

Up

$1,315

Up $90 (+7.3%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$150K$100K$50K$0Assets 2011: $100,100Liabilities 2011: $02011Assets 2012: $100,100Liabilities 2012: $1,005Net Assets 2012: $99,0952012Assets 2013: $74,741Liabilities 2013: $5,508Net Assets 2013: $69,2332013Assets 2014: $50,786Liabilities 2014: $0Net Assets 2014: $50,7862014Assets 2015: $51,316Liabilities 2015: $1,380Net Assets 2015: $49,9362015Assets 2016: $53,232Liabilities 2016: $3,380Net Assets 2016: $49,8522016Assets 2017: $54,458Liabilities 2017: $3,381Net Assets 2017: $51,0772017Assets 2019: $66,863Liabilities 2019: $5,410Net Assets 2019: $61,4532019Assets 2020: $67,673Liabilities 2020: $6,385Net Assets 2020: $61,2882020Assets 2021: $73,837Liabilities 2021: $8,430Net Assets 2021: $65,4072021Assets 2022: $71,218Liabilities 2022: $8,430Net Assets 2022: $62,7882022Assets 2023: $86,359Liabilities 2023: $8,4302023Assets 2024: $88,373Liabilities 2024: $8,430Net Assets 2024: $79,9432024

Highlighted filing

2019

Assets$66,863
Liabilities$5,410
Net Assets$61,453
Open 2019 Filing

Operations Trend

Revenue Growth12th percentile

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

$100K$50K$0-$50KRevenue 2011: $100,000Expenses 2011: $0Net Income 2011: $100,0002011Expenses 2012: $9052012Revenue 2013: $114Expenses 2013: $29,976Net Income 2013: -$29,8622013Revenue 2014: $453Expenses 2014: $18,900Net Income 2014: -$18,4472014Revenue 2015: $644Expenses 2015: $1,495Net Income 2015: -$8512015Revenue 2016: $1,182Expenses 2016: $1,265Net Income 2016: -$832016Revenue 2017: $1,300Expenses 2017: $75Net Income 2017: $1,2252017Revenue 2019: $1,506Expenses 2019: $191Net Income 2019: $1,3152019Revenue 2020: $836Expenses 2020: $1,001Net Income 2020: -$1652020Revenue 2021: $11,164Expenses 2021: $7,045Net Income 2021: $4,1192021Revenue 2022: $3,507Expenses 2022: $6,125Net Income 2022: -$2,6182022Revenue 2023: $23,467Expenses 2023: $8,327Net Income 2023: $15,1402023Revenue 2024: $3,296Expenses 2024: $1,282Net Income 2024: $2,0142024

Highlighted filing

2019

Revenue$1,506
Expenses$191
Net Income$1,315
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H Keith Stoneman JrDirector-$0--
Letitia M StonemanDirector-$0--
H Keith Stoneman IIIDirector-$0--
Letitia S SmithDirector-$0--
Filing and Contact Details

Filer

Filer Name
Circle S Foundation Inc
EIN
90-0781519
Phone
7046413078
Address
3139 Cloverfield Rd, Charlotte, NC 28211

Signing Officer

Name
H Keith Stoneman Jr
Title
Director
Signed
2020-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Miller Mcneish & Breedlove Pllc
Address
309 S Laurel Ave, Charlotte, NC 28207
Preparer
Kory Klug
Phone
7043768415
Raw XML Appendix223 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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01506
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01506
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01315
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01315
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0191
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01506
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0191
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0191
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01315
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt061453
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt060138
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt061453
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04615
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04615
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04615
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04641
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt026
IRS990PF/DistributableAmountGrp/TotalTaxAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt026
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt026
IRS990PF/FMVAssetsEOYAmt0100320
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0741
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0550
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0550
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt039350
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt039350
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt072807
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05410
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05410
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt060138
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt061453
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt025457
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026963
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026963
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt065548
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt066863
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0100320
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt05410
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05410
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt065548
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt066863
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt060138
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt061453
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt094233
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026886
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt067347
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01413
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04641
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt092820
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt094233
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0H Keith Stoneman Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Letitia M Stoneman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2H Keith Stoneman III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Letitia S Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03139 Cloverfield Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13139 Cloverfield Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21830 Queens Road West
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31930 Gilreath Mill Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Charlotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Charlotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Charlotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Menlo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd330731
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt018380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.059274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.02063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.01440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.26134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt092820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt090548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt080604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt061309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt057630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt070331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.296371
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03139 Cloverfield Rd
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Charlotte
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028211
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0H Keith Stoneman Jr
IRS990PF/StatementsRegardingActyGrp/PhoneNum07046413078
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09937
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04615
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05322
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05322
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09937
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt05410
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Due to Affiliate
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt05410
TaxesSchedule/TaxesDetail/Amt0191
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0191
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0H Keith Stoneman Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Circle S Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0CIRC
ReturnHeader/Filer/EIN0900781519
ReturnHeader/Filer/PhoneNum07046413078
ReturnHeader/Filer/USAddress/AddressLine1Txt03139 Cloverfield Rd
ReturnHeader/Filer/USAddress/CityNm0Charlotte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028211
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832891693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER MCNEISH & BREEDLOVE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0309 S Laurel Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028207
ReturnHeader/PreparerPersonGrp/PhoneNum07043768415
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kory Klug
ReturnHeader/ReturnTs02020-10-30T07:12:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,863
Liabilities
$5,410
Net assets
$61,453
Revenue
$1,506
Expenses
$191
Net income
$1,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.08$0.80$0.03$0.01$0.02
2023Summary only. Only limited summary data is available for this year.$0.86$0.08$0.23$0.08$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.71$0.08$0.63$0.04$0.06$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.08$0.65$0.11$0.07$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.06$0.61$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.05$0.61$0.02$0.00$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.03$0.51$0.01$0.00$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.03$0.50$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$0.01$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.00$0.19$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.75$0.06$0.69$0.00$0.30$0.30
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.01
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.00$1.00