Seven Circles Retreats Inc
Nonprofit profile at a glance
- EIN
- 050595397
- IRS 990-EZ coverage
- 2014–2017
- Forms available
- Form 990-EZ 2017
- Location
- Badger, CA, USA
- Rating
- 45
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Family Services
Reported finances
- Revenue
- $184,065
- Expenses
- $151,381
- Assets
- $259,677
- Liabilities
- $148,146
Source: IRS Form 990-EZ. Selected filing: tax year 2017. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- Paul Edwards (President & Director)
People named in this filing
- Paul Edwards (President & Director)
- Doug Card (Treasurer)
- Robert Mertens (Secretary & Director)
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 2017. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Operate a nonprofit retreat center
What it reported doing in 2017
Overnight retreats for children families churches and nonprofitcharitable groups Served 1139 people
Operating model
- Revenue model
- Earned-program. 94% of the money available for current operations came from fees and other program revenue.
- 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
MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 14
- Transparency & Controls: 82
- Sustainability: 67
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 13.2%; rating input score 13
- Program expense ratio: 16%; rating input score 16
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 17.8%; rating input score 75; 75th percentile among comparable filings
- Total-asset coverage ratio: 1.72; rating input score 78; 78th percentile among comparable filings
- Liabilities to assets ratio: 0.57; rating input score 12; 12th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 65; 65th percentile among comparable filings
Growth
- Program expense growth: -56.6% per year; rating input score 0; 3rd percentile among comparable filings
- Revenue growth: 14.2% per year; rating input score 100; 78th percentile among comparable filings
- Asset growth: -1.9% per year; rating input score 0; 26th percentile among comparable filings
Details
- Where the money goes: 13.2% of revenue deployed · 16% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $24K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2014 to 2017
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.
- High — Financial Efficiency: Mission deployment rate scored 13/100.
- High — Financial Efficiency: Program expense ratio scored 16/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 12/100.
- High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.
- Review — Grant Readiness: California registration: this organization could not be resolved against the register, so the check is unfinished.