Circle Lodge INC FY2020 filing

Tax-deductible

Norristown, PA501(c)(3)Mental HealthEIN 23-2177753

This page gets seen. Tell your story. Claim this org.

Domicilary care for psychiatrically disabled individuals

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $72K a year · 7% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $113
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$235K
67% of total assets
Worth a look: liabilities are 67% of assets; over 65%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$935K
Spent
$1.0M
To programs
93%
Net assets
$118K
By yearFY2020–FY2025
Revenue
$935K
FY2020
Revenue by fiscal year
FY2020$935K
FY2021$976K
FY2022$998K
FY2023$1.1M
FY2024$1.3M
FY2025$1.2M
Expenses
$1.0M
FY2020
Expenses by fiscal year
FY2020$1.0M
FY2021$1.0M
FY2022$1.1M
FY2023$1.1M
FY2024$1.2M
FY2025$1.5M
Net assets
$118K
FY2020
Net assets by fiscal year
FY2020$118K
FY2021$61K
FY2022−$51K
FY2023−$19K
FY2024$83K
FY2025−$230K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $947K Management & general 7% · $69K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
See Circle Lodge INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides supportive housing and care for adults with psychiatric disabilities.

Provided by the organization

This section is blank until Circle Lodge INC claims this page.

Know this organization? Claim it to add your story

2 program services account for $947K of program spending, described in the organization's own filed words · FY2019.
01

Domicilary care and rehabilitation for psychiatrically disabled individuals, serving 24 clients per DAY/365 days per year

$808Kprogram expense
02

Auxilary care for mental transition residents averaging 290 clients serviced per year

$139Kprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$113

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$935K
Ln 12
Fees for servicesLn 2g$934K
Investment incomeLn 3$695
Money outPt IX
$1.0M
Ln 25
Programscol B$947K
Managementcol C$69K
Owns and owesPt X
$118K
net assets · Ln 32
Cash and savingsLn 1–2$65K
Total assetsLn 16$353K
LiabilitiesLn 26$235K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$934K
Investment incomeLn 3$695
Total revenueLn 12$935K
Assets in detailPt X, end of year
CashLn 1$35K
SavingsLn 2$30K
Cash and savings togetherLn 1–2$65K
InvestmentsLn 11–13$10K
Land, buildings, equipmentLn 10c$194K
Total assetsLn 16$353K
LiabilitiesLn 26$235K
Net assetsLn 32$118K
OperationsPt I, VI
EmployeesI 520
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$41K$65K
InvestmentsLn 11–13$14K$10K
Land, buildings, equipmentLn 10c$214K$194K
Total assetsLn 16$407K$353K
LiabilitiesLn 26$204K$235K
Net assetsLn 32$203K$118K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$77K$69K$8K
Other salaries and wagesLn 7$543K$537K$5K
Pension plan contributionsLn 8$8K$7K$809
Other employee benefitsLn 9$54K$48K$5K
Payroll taxesLn 10$57K$52K$6K
Management feesLn 11a$2K$2K
Accounting feesLn 11c$8K$6K$2K
Other fees for servicesLn 11g$1K$1K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$15K$10K$5K
OccupancyLn 16$41K$38K$4K
TravelLn 17$2K$2K
Conferences, conventions and meetingsLn 19$6K$6K
Depreciation, depletion and amortizationLn 22$20K$20K
InsuranceLn 23$38K$33K$4K
Other expenses (24a–d)Ln 24$135K$126K$9K
All other expensesLn 24e$8K$8K
Total functional expensesLn 25$1.0M$947K$69K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.2M$1.5M−$312K−$230K 990 PDF
FY2024 $1.3M$1.2M$102K$83K 990 PDF
FY2023 $1.1M$1.1M$32K−$19K 990 PDF
FY2022 $998K$1.1M−$112K−$51K 990 PDF
FY2021 $976K$1.0M−$62K$61K 990 PDF
FY2020 Viewing $935K$1.0M−$82K$118K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $934,589 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $933,894$933,894
VIII-3 Investment incomeExcluded from tax $695$695
VIII-12 Total revenueRelated to mission $933,894 · Unrelated business $0 · Excluded from tax $695$934,589
Part IX · Statement of functional expenses $1,016,219 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $68,919 · Management $7,658$76,577
IX-7 Other salaries and wagesPrograms $537,386 · Management $5,428$542,814
IX-8 Pension plan contributionsPrograms $7,285 · Management $809$8,094
IX-9 Other employee benefitsPrograms $48,359 · Management $5,373$53,732
IX-10 Payroll taxesPrograms $51,691 · Management $5,743$57,434
IX-11a Management feesPrograms $1,745$1,745
IX-11c Accounting feesPrograms $6,158 · Management $1,534$7,692
IX-11g Other fees for servicesManagement $1,469$1,469
IX-12 Advertising and promotionPrograms $2,062$2,062
IX-13 Office expensesPrograms $10,425 · Management $4,555$14,980
IX-16 OccupancyPrograms $37,556 · Management $3,529$41,085
IX-17 TravelPrograms $2,274$2,274
IX-19 Conferences, conventions and meetingsPrograms $5,987$5,987
IX-22 Depreciation, depletion and amortizationManagement $19,784$19,784
IX-23 InsurancePrograms $33,136 · Management $4,411$37,547
IX-24 Other expenses (24a–d)Programs $126,346 · Management $8,794$135,140
IX-24e All other expensesPrograms $7,803$7,803
IX-25 Total functional expensesPrograms $947,132 · Management $69,087 · Fundraising $0$1,016,219
Part X · Balance sheet $352,739 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $21,539$34,920
X-2 Savings and temporary cash investmentsStart of year $19,662$30,045
X-3 Pledges and grants receivableStart of year $125,023$68,595
X-9 Prepaid expenses and deferred chargesStart of year $13,596$15,611
X-10c Land, buildings and equipment, netStart of year $213,549$193,765
X-12 Other securitiesStart of year $13,591$9,803
X-16 Total assetsStart of year $406,960$352,739
X-17 Accounts payable and accrued expensesStart of year $203,973$235,170
X-26 Total liabilitiesStart of year $203,973$235,170
X-27 Net assets without donor restrictionsStart of year $202,987$117,569
X-32 Total net assets or fund balancesStart of year $202,987$117,569
X-33 Total liabilities and net assetsStart of year $406,960$352,739
Part XI · Reconciliation of net assets $117,569 net assets at year end
XI-1 Total revenue$934,589
XI-2 Total expenses$1,016,219
XI-3 Revenue less expenses−$81,630
XI-4 Net assets at start of year$202,987
XI-5 Net unrealized gains (losses) on investments−$3,788
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$117,569

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.