Kathy's Circle of Friends Inc
Nonprofit profile at a glance
- EIN
- 831837660
- IRS 990-EZ coverage
- 2022–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2021
- Location
- Lancaster, PA, USA
- Phone
- 7178744004
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Personal Social Services
Reported finances
- Revenue
- $167,429
- Expenses
- $144,199
- Assets
- $27,812
- Liabilities
- $1,619
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
6 people listed
Executive titles in this filing
- DUSTIN SLOAD (EXECUTIVE DIRECTOR)
- KATHY PHILLIPS (PRESIDENT)
People named in this filing
- ROB MARTENS (BOARD MEMBER)
- LORI MILLER (BOARD MEMBER)
- ANNIE SCHICKEL (BOARD MEMBER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our mission is to encourage socialization, friendship, and a sense of community with our members, adults with various mental and physical disabilities. This "play" time builds deeper connections between all involved. We are committed to treating each member with dignity and respect, making a positive impact, while growing our circle of friends.
What it reported doing in 2024
Our membership has grown to over 700 members who particpate in various social events throughout the year. The attendance at each event is approximately 220 members with additional caregivers and family.
Operating model
- Revenue model
- Donor-supported. 82% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Total assets are small relative to annual expenses; liquid coverage is unknown and liabilities are high compared with assets.
Rating breakdown
- Financial Efficiency: 78
- Transparency & Controls: 100
- Sustainability: 47
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 74.3%; rating input score 74
- Program expense ratio: 86.3%; rating input score 86
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 13.9%; rating input score 65; 65th percentile among comparable filings
- Total-asset coverage ratio: 0.19; rating input score 18; 18th percentile among comparable filings
- Liabilities to assets ratio: 0.06; rating input score 29; 29th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 0.8% per year; rating input score 100; 32nd percentile among comparable filings
- Revenue growth: 14.6% per year; rating input score 100; 76th percentile among comparable filings
- Asset growth: 49.3% per year; rating input score 100; 94th percentile among comparable filings
Details
- Where the money goes: 74.3% of revenue deployed · 86.3% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $124K in reported program spending
- Leadership: top reported pay $0 · 6 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 4 filed schedules
- Filing history: 3 filing years from 2022 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Total-asset coverage ratio scored 18/100.
- High — Sustainability: Liabilities to assets ratio scored 29/100.