Civic Intelligence

The Converse Home Inc.

990 • Fiscal year 2020 • EIN 03-0179406

Nov 01, 2019 to Oct 31, 2020 • Filed on Apr 10, 2021

Organization ProfileWWW.CONVERSEHOME.COM
272 Church StBurlington, VT 05401

(802) 862-0401

Siviq Scores

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

Liabilities / Assets

81st percentile

0.67x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

1.21x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

40th percentile

1.2%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

29th percentile

$119,612

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

25th percentile

-0.3%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

63rd percentile

8.3%

Faster revenue growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$10,099,458

Down $32,462 (-0.3%) from 2019

Net Assets

Up

$3,330,802

Up $179,580 (+5.7%) from 2019

Liabilities

Down

$6,768,656

Down $212,042 (-3.0%) from 2019

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin40th percentile

Revenue

Up

$5,591,848

Up $426,792 (+8.3%) from 2019

Expenses

Up

$5,523,658

Up $696,555 (+14%) from 2019

Net Income

Down

$68,190

Down $269,763 (-80%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$15M$10M$5.0M$0Assets 2011: $9,664,900Liabilities 2011: $8,326,444Net Assets 2011: $1,338,4562011Assets 2012: $9,814,391Liabilities 2012: $8,224,708Net Assets 2012: $1,589,6832012Assets 2013: $9,999,990Liabilities 2013: $8,057,606Net Assets 2013: $1,942,3842013Assets 2014: $10,112,137Liabilities 2014: $7,920,480Net Assets 2014: $2,191,6572014Assets 2015: $10,171,265Liabilities 2015: $7,846,467Net Assets 2015: $2,324,7982015Assets 2016: $10,096,941Liabilities 2016: $7,583,498Net Assets 2016: $2,513,4432016Assets 2017: $10,093,785Liabilities 2017: $7,390,058Net Assets 2017: $2,703,7272017Assets 2018: $9,972,643Liabilities 2018: $7,175,668Net Assets 2018: $2,796,9752018Assets 2019: $10,131,920Liabilities 2019: $6,980,698Net Assets 2019: $3,151,2222019Assets 2020: $10,099,458Liabilities 2020: $6,768,656Net Assets 2020: $3,330,8022020Assets 2021: $9,725,884Liabilities 2021: $6,518,878Net Assets 2021: $3,207,0062021Assets 2022: $9,403,525Liabilities 2022: $6,520,425Net Assets 2022: $2,883,1002022Assets 2023: $9,280,306Liabilities 2023: $6,395,786Net Assets 2023: $2,884,5202023Assets 2024: $9,456,749Liabilities 2024: $6,133,581Net Assets 2024: $3,323,1682024

Highlighted filing

2020

Assets$10,099,458
Liabilities$6,768,656
Net Assets$3,330,802
Open 2020 Filing

Operations Trend

Revenue Growth63rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,720,3062011Expenses 2012: $3,890,2652012Revenue 2013: $4,326,937Expenses 2013: $4,058,391Net Income 2013: $268,5462013Revenue 2014: $4,430,861Expenses 2014: $4,214,448Net Income 2014: $216,4132014Revenue 2015: $4,553,770Expenses 2015: $4,365,465Net Income 2015: $188,3052015Revenue 2016: $4,644,931Expenses 2016: $4,474,000Net Income 2016: $170,9312016Revenue 2017: $4,654,994Expenses 2017: $4,589,072Net Income 2017: $65,9222017Revenue 2018: $4,872,550Expenses 2018: $4,695,571Net Income 2018: $176,9792018Revenue 2019: $5,165,056Expenses 2019: $4,827,103Net Income 2019: $337,9532019Revenue 2020: $5,591,848Expenses 2020: $5,523,658Net Income 2020: $68,1902020Revenue 2021: $5,234,000Expenses 2021: $5,641,832Net Income 2021: -$407,8322021Revenue 2022: $5,936,204Expenses 2022: $5,938,382Net Income 2022: -$2,1782022Revenue 2023: $5,880,219Expenses 2023: $5,952,899Net Income 2023: -$72,6802023Revenue 2024: $6,037,140Expenses 2024: $5,987,383Net Income 2024: $49,7572024

Highlighted filing

2020

Revenue$5,591,848
Expenses$5,523,658
Net Income$68,190
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Apr 10, 2021
Return Version
2019v5.0
Gross Receipts
$5,826,853
Mission and Program Overview

Mission

The mission of the converse home, inc.

To provide older persons with a gracious home and high quality services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,697,038$6,481,545▼ $215,493
Investments in Publicly Traded Securities$1,450,035$1,545,612▲ $95,577
Savings and Temporary Cash Investments$1,451,965$1,448,278▼ $3,687
Cash and Non-Interest-Bearing Accounts$453,977$481,012▲ $27,035
Accounts Receivable$49,830$114,091▲ $64,261
Prepaid Expenses and Deferred Charges$29,075$28,920▼ $155
Total Assets$10,131,920$10,099,458▼ $32,462
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,461,793$6,227,846▼ $233,947
Accounts Payable and Accrued Expenses$199,335$283,088▲ $83,753
Escrow Account Liability$319,570$257,722▼ $61,848
Total Liabilities$6,980,698$6,768,656▼ $212,042
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,134,064$3,305,428▲ $171,364
Net Assets With Donor Restrictions$17,158$25,374▲ $8,216
Total Net Assets Fund Balance$3,151,222$3,330,802▲ $179,580
Total Liabilities and Net Assets / Fund Balance$10,131,920$10,099,458▼ $32,462

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,177,010$3,395,254$9,572,264
Equipment$287,039$675,967$963,006
Land$17,496-$17,496

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,450,035-▲ $102,778$7,201$1,545,612
2018$1,331,941-▲ $126,046$7,952$1,450,035
2017$1,368,327-▼ $27,500$8,886$1,331,941
2016$1,368,327---$1,368,327
2015$1,368,327---$1,368,327
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clayton ClarkExecutive DiFT$109,798$9,814$119,612
Eileen CurtisDirector ofFT$113,527$3,182$116,709

Board Members and Trustees

NameTitle
Jody LandonPresident
Bonnie FinniganTrustee
Danielle NaletteTrustee
Jean GiardTrustee
Keith NelsonTrustee
Keller MckenzieTrustee
Marga SproulTrustee
Mark LorenziniTrustee
Judy CrouseSecretary
Connie FellionTreasurer
Sarah MerrittVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$691,408
Program Service Revenue
$4,898,981
Investment Income
$1,459
Other Revenue
$0
All Other Contributions
$34,176
Change in Net Assets
$68,190

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,584,647
Revenue Not Reported on Financial Statements
$7,201
Revenue Not Reported on Form 990
$111,390
Total Revenue per Audited Statements
$5,696,037
Total Revenue per Form 990
$5,591,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,048,255
Other Expenses$1,475,403
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,888,726$318,258-$3,206,984
Interest$361,319$53,313-$414,632
Other Employee Benefits$353,934$39,933-$393,867
Occupancy$262,537$38,738-$301,275
Payroll Taxes$245,266$35,852-$281,118
Depreciation Depletion$240,622$35,503-$276,125
Current Officers, Directors, Trustees, and Key Employees-$116,307-$116,307
Information Technology-$59,412-$59,412
Pension Plan Contributions$45,731$4,248-$49,979
Insurance$42,296$6,241-$48,537
Other Expenses$4,456$13,855-$18,311
Advertising-$17,088-$17,088
Fees for Services Other-$13,609-$13,609
Conferences and Meetings$10,149$1,730-$11,879
Office Expenses-$8,210-$8,210
Fees for Services Accounting-$8,100-$8,100
Fees for Service Investment Mgmnt Fees-$7,201-$7,201
Total Functional Expenses$4,746,060$777,598$0$5,523,658

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,523,658
Expenses per Audited Statements$5,516,457
Total Expenses per Audited Statements$5,516,457
Expenses Not Reported on Financial Statements$7,201
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No formal review of the 990 is done.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee meets and determines compensation. Once approved, an email is sent to the accounting assistant to put in the executive director's personnel file.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Converse Home Inc
EIN
03-0179406
Phone
8028620401
Address
272 CHURCH ST, BURLINGTON, VT 05401

Signing Officer

Name
Clayton Clark
Title
Executive Director
Phone
8028620401
Signed
2021-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clayton Clark
Formed
1886
Legal Domicile
Vt
Voting Board Members
11
Independent Board Members
11
Employees
145
Volunteers
13

Preparer

Firm
Jmm & Associates Pc
Address
336 WATER TOWER CIR STE 801, COLCHESTER, VT 05446
Preparer
Randall L Sargent CPA
Phone
8026555665
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment assets are invested in a manner that is intended to produce sufficient earnings to meet the converse home's current and future operational needs.”

Schedule D, Page 3, Part X

“The converse home, inc. Believes it has adequate support for any tax positions taken and, as a result, has not recorded any liabilities for uncertain tax positions.”

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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,099,458
Liabilities
$6,768,656
Net assets
$3,330,802
Revenue
$5,591,848
Expenses
$5,523,658
Net income
$68,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.46$6.13$3.32$6.04$5.99$0.05
2023Detailed filing. Detailed filing data is available for this year.$9.28$6.40$2.88$5.88$5.95$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.40$6.52$2.88$5.94$5.94$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.73$6.52$3.21$5.23$5.64$0.41
2020Detailed filing. Detailed filing data is available for this year.$10.1$6.77$3.33$5.59$5.52$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$6.98$3.15$5.17$4.83$0.34
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.97$7.18$2.80$4.87$4.70$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$7.39$2.70$4.65$4.59$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$7.58$2.51$4.64$4.47$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$7.85$2.32$4.55$4.37$0.19
2014Detailed filing. Detailed filing data is available for this year.$10.1$7.92$2.19$4.43$4.21$0.22
2013Detailed filing. Detailed filing data is available for this year.$10.00$8.06$1.94$4.33$4.06$0.27
2012Detailed filing. Detailed filing data is available for this year.$9.81$8.22$1.59$3.89
2011Detailed filing. Detailed filing data is available for this year.$9.66$8.33$1.34$3.72
Peer Organizations

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