Skip to content
Nonprofiteer
← CIRCLE HEALTH SERVICES

Form 990 for tax year 2024

Filed by CIRCLE HEALTH SERVICES.

Totals

Total revenue
$38,079,596
Total expenses
$37,096,165
Contributions and grants received
$10,093,099
Grants paid
$0
Program service revenue
$18,612,122
Investment income
$41,071
Other revenue
$9,333,304
Total assets, end of year
$26,232,460
Total liabilities, end of year
$5,694,124
Net assets or fund balances, end of year
$20,538,336
Program services expenses (Part IX)
$32,504,887
Management and general expenses
$4,357,012
Fundraising expenses
$234,266
Program service expenses (Part III)
$32,504,887

Program services were 87.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $115

  • 1e · Government grants (contributions)

    $8,831,361

  • 1f · All other contributions, gifts and grants

    $1,261,623

  • 2a · Program service revenue: Medical Care

    total $16,437,130 · related or exempt $16,437,130

  • 2b · Program service revenue: Behavioral Health

    total $1,499,059 · related or exempt $1,499,059

  • 2c · Program service revenue: Dental Program

    total $417,177 · related or exempt $417,177

  • 2f · All other program service revenue

    total $258,756 · related or exempt $258,756

  • 3 · Investment income

    total $41,071 · excluded $41,071

  • 10a · Gross sales of inventory

    $21,373,945

  • 10b · Cost of goods sold

    $12,136,723

  • 10c · Net income from sales of inventory

    total $9,237,222 · related or exempt $9,237,222

  • 11d · All other revenue

    total $96,082 · related or exempt $96,082

  • 11e · Other revenue, total

    $96,082

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $674,496 · program services $600,241 · management and general $70,258 · fundraising $3,997

  • 7 · Other salaries and wages

    total $21,729,395 · program services $19,278,106 · management and general $2,321,668 · fundraising $129,621

  • 8 · Pension plan contributions

    total $814,230 · program services $716,337 · management and general $92,343 · fundraising $5,550

  • 9 · Other employee benefits

    total $2,703,799 · program services $2,483,112 · management and general $207,165 · fundraising $13,522

  • 10 · Payroll taxes

    total $1,720,508 · program services $1,535,053 · management and general $175,221 · fundraising $10,234

  • 11b · Fees: legal

    total $76,306 · management and general $76,306

  • 11c · Fees: accounting

    total $234,862 · management and general $234,862

  • 11d · Fees: lobbying

    total $71,500 · management and general $71,500

  • 11f · Fees: investment management

    total $6,691 · management and general $6,691

  • 11g · Fees: other

    total $2,404,696 · program services $1,934,710 · management and general $427,950 · fundraising $42,036

  • 12 · Advertising and promotion

    total $59,227 · program services $39,703 · management and general $19,314 · fundraising $210

  • 13 · Office expenses

    total $339,292 · program services $288,496 · management and general $49,203 · fundraising $1,593

  • 14 · Information technology

    total $2,180,753 · program services $2,023,989 · management and general $148,345 · fundraising $8,419

  • 16 · Occupancy

    total $1,386,797 · program services $1,276,889 · management and general $107,322 · fundraising $2,586

  • 17 · Travel

    total $307,949 · program services $304,722 · management and general $3,065 · fundraising $162

  • 19 · Conferences, conventions and meetings

    total $151,311 · program services $80,063 · management and general $68,266 · fundraising $2,982

  • 20 · Interest

    total $47,332 · management and general $47,332

  • 22 · Depreciation, depletion and amortization

    total $467,760 · program services $432,960 · management and general $34,008 · fundraising $792

  • 24a · Other expenses: Program supplies

    total $641,689 · program services $624,156 · management and general $14,409 · fundraising $3,124

  • 24b · Other expenses: Client assistance

    total $496,949 · program services $496,508 · management and general $406 · fundraising $35

  • 24c · Other expenses: Printing & Publications

    total $150,893 · program services $85,515 · management and general $59,751 · fundraising $5,627

  • 24d · Other expenses: Equipment R&M

    total $19,814 · program services $12,043 · management and general $7,635 · fundraising $136

  • 24e · All other expenses

    total $409,916 · program services $292,284 · management and general $113,992 · fundraising $3,640

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $276,490 · end of year $347,799

  • 3 · Pledges and grants receivable

    beginning of year $695,000 · end of year $540,048

  • 4 · Accounts receivable

    beginning of year $3,112,605 · end of year $4,869,924

  • 8 · Inventories for sale or use

    beginning of year $1,327,971 · end of year $1,499,736

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,940 · end of year $507,583

  • 10a · Land, buildings and equipment: cost or other basis

    $8,938,438

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,393,274

  • 10c · Land, buildings and equipment, net

    beginning of year $4,141,860 · end of year $4,545,164

  • 11 · Investments: publicly traded securities

    beginning of year $1,472,977 · end of year $1,332,628

  • 15 · Other assets

    beginning of year $11,127,104 · end of year $12,589,578

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,559,490 · end of year $5,327,135

  • 19 · Deferred revenue

    beginning of year $29,504 · end of year $4,061

  • 23 · Secured mortgages and notes payable

    beginning of year $195,952 · end of year $272,399

  • 25 · Other liabilities

    beginning of year $21,969 · end of year $90,529

  • 27 · Net assets without donor restrictions

    beginning of year $17,233,605 · end of year $18,765,433

  • 28 · Net assets with donor restrictions

    beginning of year $2,136,427 · end of year $1,772,903

Mission and programs · 2024

Mission

Circle Health fights for equity by healing, teaching, and inspiring individuals and families to reach their full potential.

  • Circle Health Services' behavioral health program provides psychiatric and psychological individual counseling services (93,363 clinic/virtual visits, 10,162 patients) to adults most of whom lack insurance for treatment of mental health problems. There are also issue-oriented counseling services available for depression. A separate substance abuse program (6,083 clinic/virtual visits, 1,884 patients) provides intensive outpatient treatment, which includes both group services and individual counseling.

    Expenses $23,892,692 · Revenue $16,437,130

  • Primary adult medical care (12,271 clinic/virtual visits, 4,321 patients) offers services for chronic and acute care to patients the majority of whom are Medicaid-eligible, or are uninsured or underinsured. Services include comprehensive coordinated treatment of chronic diseases like hypertension, diabetes, asthma and high cholesterol plus specialty clinics in physical therapy, dermatology, neurology, ophthalmology, and rheumatology. We continue to offer pediatric services including well child visits and immunization access as well as family planning services to adolescents.

    Expenses $3,980,042 · Revenue $1,499,059

  • Circle Health Services' dental program (2,819 clinic visits, 1,537 patients) provides for patients, the majority with whom are Medicaid-eligible, or are uninsured or underinsured, restorative services such as cleanings, fillings, root canals and partials plus an emergency extraction clinic during evenings and weekend hours.

    Expenses $791,002 · Revenue $417,177

  • HIV/AIDS services consists of three distinct service areas: HIV testing, syringe exchange program and HIV treatment. Circle Health Services provides anonymous rapid HIV tests (8,357 clinic visits, 5,489 patients); early intervention program Circle Health Services provides medical, mental health and substance abuse treatment; syringe exchange program - through syringe exchanges over 575,000 needles were distributed. Circle Health Services focuses on controlling the spread of disease by reducing the transmission of HIV/AIDS through intravenous drug use. We also offer Narcan, the medication used to reverse any type of opioid overdose.Circle Health Service's advocacy program takes action on timely and topical political and health trends that could positively impact the medically underserved. Advocacy efforts strive to influence public policy and social change by engaging patients and volunteers, often in collaboration with other like-minded agency representatives, in the process of communicating with lawmakers at the local, state and/or national level.Outreach and Enrollment - certified application counselors and others provide outreach, education, and enrollment activities to patients and other consumers requesting assistance with applying for insurance programs. Staff provides public education activities to raise awareness of qualified health plans within the federal marketplace and the availability of expanded Medicaid.Pharmacy - Circle Health Services has a pharmacy dispensary for its patients. The dispensary provides basic medication free of charge and assists patients to obtain additional medications from the drug companies. Providers at Circle Health Services appreciate the assistance of an onsite pharmacist. Consultation is available to providers and their patients with respect to monitoring parameters for medications, laboratory results, side effects and interactions, patient adherence, medication reconciliation, cost effective remedies, self-care and natural products, educational and community resources, and recommendations for uncontrolled chronic disease states.Case Management - Circle Health Service's integrated care management program assists patients that have been identified through either diagnoses or condition. With accessing resources to meet their basic needs. Patients that present with the following are referred for an assessment to determine the level of case management needed: BH diagnoses, high cost/high utilization, poorly controlled chronic conditions, social detriments of health, and/or referred by outside provider.

    Expenses $3,841,151 · Revenue $9,592,060

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brinton Lincoln

    Chair

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Angela Beasley Fielding

    Vice Chair

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Kamaal Shakkour

    Treas., Prin. Dir. until 12/27/24

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Venyce Sanders

    Treasurer

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Seth Wolf

    Secretary

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Camille Billups

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Daniel Blain

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • James Crane

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Robert Faxon

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Marla Fleischer

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Judge Lisa Babish Forbes

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • Rev Dr Lisa Goods

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • David Gunning

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Moses Jhirad

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Rob Kochis

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Pamela LeRose

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • Matthew Litzler

    Principal Director until 5/23/24

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Letitia Lopez

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Tracey Mason

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Stephen McHale

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Bradley Ouambo

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Selina M Pagan

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Stephanie Walters Unterweger

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Manuela Weeber

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Tatiana Wells

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Susan Yarborough

    Principal Director

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • Eric Morse

    Chief Executive Officer

    Total calculated
    $407,369
    From this org
    $330,816
    From related orgs
    $0
    Other
    $76,553
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $330,816
    Bonus
    $0
    Other
    $0
    Deferred
    $37,338
    Nontaxable benefits
    $39,215
    Filer's total
    $407,369

  • Christine Gambatese

    Chief Financial Officer

    Total calculated
    $267,126
    From this org
    $223,923
    From related orgs
    $0
    Other
    $43,203
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $223,923
    Bonus
    $0
    Other
    $0
    Deferred
    $11,895
    Nontaxable benefits
    $31,308
    Filer's total
    $267,126

  • Elena Yanchar

    Chief of Psychiatry

    Total calculated
    $297,585
    From this org
    $272,522
    From related orgs
    $0
    Other
    $25,063
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,522
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $25,063
    Filer's total
    $297,585

  • Dorothy Rimmelin

    Family Physician

    Total calculated
    $322,191
    From this org
    $261,012
    From related orgs
    $0
    Other
    $61,179
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,012
    Bonus
    $0
    Other
    $0
    Deferred
    $52,404
    Nontaxable benefits
    $8,775
    Filer's total
    $322,191

  • Nora McNamara

    Psychiatrist

    Total calculated
    $317,847
    From this org
    $255,726
    From related orgs
    $0
    Other
    $62,121
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,726
    Bonus
    $0
    Other
    $0
    Deferred
    $35,104
    Nontaxable benefits
    $27,017
    Filer's total
    $317,847

  • Daniel Frech

    Chief Strategy Officer

    Total calculated
    $235,949
    From this org
    $199,686
    From related orgs
    $0
    Other
    $36,263
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $199,686
    Bonus
    $0
    Other
    $0
    Deferred
    $35,281
    Nontaxable benefits
    $982
    Filer's total
    $235,949

  • Martin Williams

    Chief Program Officer

    Total calculated
    $209,627
    From this org
    $190,082
    From related orgs
    $0
    Other
    $19,545
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $190,082
    Bonus
    $0
    Other
    $0
    Deferred
    $9,059
    Nontaxable benefits
    $10,486
    Filer's total
    $209,627

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202503219349302325

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.