Civic Intelligence

The Converse Home Inc.

990 • Fiscal year 2022 • EIN 03-0179406

Nov 01, 2021 to Oct 31, 2022 • Filed on Mar 01, 2022

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

87th percentile

0.69x

Higher debt load relative to assets than 87% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

1.10x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

32nd percentile

-0.0%

Higher net margin than 32% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$130,320

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.3%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

13%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$9,403,525

Down $322,359 (-3.3%) from 2021

Net Assets

Down

$2,883,100

Down $323,906 (-10%) from 2021

Liabilities

Up

$6,520,425

Up $1,547 (+0.0%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin32nd percentile

Revenue

Up

$5,936,204

Up $702,204 (+13%) from 2021

Expenses

Up

$5,938,382

Up $296,550 (+5.3%) from 2021

Net Income

Up

-$2,178

Up $405,654 (+99%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2022

Assets$9,403,525
Liabilities$6,520,425
Net Assets$2,883,100
Open 2022 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

2022

Revenue$5,936,204
Expenses$5,938,382
Net Income-$2,178
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Mar 1, 2022
Return Version
2021v4.0
Gross Receipts
$6,201,465
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$6,347,691$6,140,210▼ $207,481
Investments in Publicly Traded Securities$1,892,527$1,605,043▼ $287,484
Savings and Temporary Cash Investments$1,002,753$1,002,116▼ $637
Accounts Receivable$145,334$604,253▲ $458,919
Cash and Non-Interest-Bearing Accounts$289,795$32,671▼ $257,124
Prepaid Expenses and Deferred Charges$47,784$19,232▼ $28,552
Total Assets$9,725,884$9,403,525▼ $322,359
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,988,838$5,869,956▼ $118,882
Accounts Payable and Accrued Expenses$299,427$316,421▲ $16,994
Escrow Account Liability$230,613$244,520▲ $13,907
Deferred Revenue-$89,528-
Total Liabilities$6,518,878$6,520,425▲ $1,547
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,170,148$2,812,852▼ $357,296
Net Assets With Donor Restrictions$36,858$70,248▲ $33,390
Total Net Assets Fund Balance$3,207,006$2,883,100▼ $323,906
Total Liabilities and Net Assets / Fund Balance$9,725,884$9,403,525▼ $322,359

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,883,566$3,769,771$9,653,337
Equipment$239,148$814,606$1,053,754
Land$17,496-$17,496

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,892,527-▼ $278,903$8,581$1,605,043
2020$1,545,612-▲ $355,761$8,846$1,892,527
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
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eileen CurtisDirector ofFT$127,765$2,555$130,320
Clayton Clark Until 102122Executive DiFT$110,731$2,721$113,452
Kellie Decicco as of 92622Co E.d.FT$60,411$1,714$62,125
Vanessa Fortune as of 9262022Co E.d.FT$19,725-$19,725

Board Members and Trustees

NameTitle
Sarah MerrittPresident
Bonnie FinniganTrustee
Danielle NaletteTrustee
Jean GiardTrustee
Jody LandonTrustee
Joyce TouchetteTrustee
Keith NelsonTrustee
Marga SproulTrustee
Mark LorenziniTrustee
Judy CrouseSecretary
Connie FellionTreasurer
Keller MckenzieVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,160,675
Program Service Revenue
$4,729,618
Investment Income
$45,911
Other Revenue
$0
All Other Contributions
$88,109
Change in Net Assets
$-2,178

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,927,623
Revenue Not Reported on Financial Statements
$8,581
Revenue Not Reported on Form 990
$-321,728
Total Revenue per Audited Statements
$5,605,895
Total Revenue per Form 990
$5,936,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,168,673
Other Expenses$1,769,709
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,084,323$151,666-$3,235,989
Fees for Services Other$392,819$10,677-$403,496
Other Employee Benefits$340,827$24,862-$365,689
Occupancy$287,314$33,412-$320,726
Depreciation Depletion$237,466$27,616-$265,082
Payroll Taxes$231,684$30,483-$262,167
Current Officers, Directors, Trustees, and Key Employees-$254,740-$254,740
Interest$173,133$20,135-$193,268
Information Technology$67,231$7,819-$75,050
Insurance$49,282$5,732-$55,014
Pension Plan Contributions$47,907$2,181-$50,088
Conferences and Meetings$24,039$9,740-$33,779
Other Expenses$4,307$19,935-$24,242
Advertising-$21,995-$21,995
Office Expenses-$11,519-$11,519
Fees for Services Accounting-$8,700-$8,700
Fees for Service Investment Mgmnt Fees-$8,581-$8,581
Total Functional Expenses$5,288,589$649,793$0$5,938,382

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,938,382
Expenses per Audited Statements$5,929,801
Total Expenses per Audited Statements$5,929,801
Expenses Not Reported on Financial Statements$8,581
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
Yes
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

“The finance committee reviews and then the full board reviews.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest are reviewed annually at the board meeting.”

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
Vanessa Fortune as of 9262022
Title
Co E.d.
Phone
8028620401
Signed
2022-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vanessa Fortune as of 9262022
Formed
1886
Legal Domicile
Vt
Voting Board Members
12
Independent Board Members
12
Employees
149
Volunteers
15

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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IRS990/Desc0OUR ASSISTED LIVING AND MEMORY CARE COMMUNITY IS LOCATED IN A QUIET, RESIDENTIAL NEIGHBORHOOD IN THE SOUTHERN END OF BURLINGTON. WE HAVE BEAUTIFULLY LANDSCAPED GROUNDS THAT INCLUDE LARGE FLOWER AND VEGETABLE GARDENS, A GAZEBO AND MANY AREAS FOR OUR RESIDENTS TO ENJOY BEING OUTSIDE. WE ARE JUST MINUTES AWAY FROM THE UNIVERSITY OF VERMONT MEDICAL CENTER AND THE MANY ACTIVITIES AND CULTURAL OFFERINGS OF THE CITY. THE ORIGINAL PART OF THE CONVERSE HOME WAS BUILT IN 1799 AS A PRIVATE MANSION AND, AS ONE OF THE OLDEST BUILDINGS IN THE CITY, HOLDS A PLACE ON THE HISTORIC REGISTER. ESTABLISHED IN 1886 AS A PRIVATE, NON-PROFIT ORGANIZATION, WE ARE WELL KNOWN FOR OUR WARM, WELCOMING AND HOME-LIKE ATMOSPHERE.
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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,403,525
Liabilities
$6,520,425
Net assets
$2,883,100
Revenue
$5,936,204
Expenses
$5,938,382
Net income
-$2,178
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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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