Civic Intelligence

Vermont Congregational Home Inc Atkinson Residence for the Retired

990 • Fiscal year 2016 • EIN 03-0214082

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 17, 2017

Refreshing map…

4717 Main StreetNewbury, VT 05051

(802) 866-5582

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

33rd percentile

-2.6%

Higher net margin than 33% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$38,355

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

45th percentile

0.4%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

59th percentile

7.4%

Faster revenue growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$821,038

Up $3,630 (+0.4%) from 2015

Net Assets

Up

$821,038

Up $3,630 (+0.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$474,456

Up $32,779 (+7.4%) from 2015

Expenses

Up

$486,753

Up $59,745 (+14%) from 2015

Net Income

Down

-$12,297

Down $26,966 (-184%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $802,251Liabilities 2010: $4,272Net Assets 2010: $797,9792010Assets 2011: $861,869Liabilities 2011: $5,196Net Assets 2011: $856,6732011Assets 2012: $865,288Liabilities 2012: $7,803Net Assets 2012: $857,4852012Assets 2013: $895,535Liabilities 2013: $0Net Assets 2013: $895,5352013Assets 2014: $844,245Liabilities 2014: $0Net Assets 2014: $844,2452014Assets 2015: $817,408Liabilities 2015: $0Net Assets 2015: $817,4082015Assets 2016: $821,038Liabilities 2016: $0Net Assets 2016: $821,0382016Assets 2017: $867,628Liabilities 2017: $0Net Assets 2017: $867,6282017Assets 2018: $828,732Liabilities 2018: $0Net Assets 2018: $828,7322018Assets 2019: $822,294Liabilities 2019: $0Net Assets 2019: $822,2942019Assets 2020: $842,172Liabilities 2020: $69,472Net Assets 2020: $772,7002020Assets 2021: $919,207Liabilities 2021: $4,083Net Assets 2021: $915,1242021Assets 2022: $847,638Liabilities 2022: $52,213Net Assets 2022: $795,4252022Assets 2023: $892,280Liabilities 2023: $115,822Net Assets 2023: $776,4582023Assets 2024: $1,068,765Liabilities 2024: $242,116Net Assets 2024: $826,6492024

Highlighted filing

2016

Assets$821,038
Liabilities$0
Net Assets$821,038

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $263,9002010Expenses 2011: $308,7202011Expenses 2012: $362,0252012Revenue 2013: $384,574Expenses 2013: $372,082Net Income 2013: $12,4922013Revenue 2014: $348,858Expenses 2014: $358,480Net Income 2014: -$9,6222014Revenue 2015: $441,677Expenses 2015: $427,008Net Income 2015: $14,6692015Revenue 2016: $474,456Expenses 2016: $486,753Net Income 2016: -$12,2972016Revenue 2017: $548,024Expenses 2017: $522,429Net Income 2017: $25,5952017Revenue 2018: $534,821Expenses 2018: $552,146Net Income 2018: -$17,3252018Revenue 2019: $491,390Expenses 2019: $488,873Net Income 2019: $2,5172019Revenue 2020: $495,338Expenses 2020: $551,730Net Income 2020: -$56,3922020Revenue 2021: $807,000Expenses 2021: $706,422Net Income 2021: $100,5782021Revenue 2022: $741,550Expenses 2022: $828,138Net Income 2022: -$86,5882022Revenue 2023: $900,201Expenses 2023: $1,004,944Net Income 2023: -$104,7432023Revenue 2024: $1,192,230Expenses 2024: $0Net Income 2024: $1,192,2302024

Highlighted filing

2016

Revenue$474,456
Expenses$486,753
Net Income-$12,297
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 17, 2017
Return Version
2016v3.0
Gross Receipts
$474,456
Mission and Program Overview

Mission

Retirement Home - Operation of Church Sponsored Retirement Home with 13 Rooms and care for up to 15 Residents

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$466,400$466,400→ $0
Investments Other Securities$313,039$328,964▲ $15,925
Savings and Temporary Cash Investments$25,140$23,117▼ $2,023
Cash and Non-Interest-Bearing Accounts$12,829$2,557▼ $10,272
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$817,408$821,038▲ $3,630
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$547,144$551,278▲ $4,134
Temporarily Rstr Net Assets$232,295$244,086▲ $11,791
Unrestricted Net Assets$37,969$25,674▼ $12,295
Total Net Assets Fund Balance$817,408$821,038▲ $3,630
Total Liabilities and Net Assets / Fund Balance$817,408$821,038▲ $3,630

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$466,400$0$0
Other Land Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Other Securities$56,278--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
JaneBeth SmithExecutive Director - No longer DirectorFT$38,355$38,355
Peggy Degoosh-HitchenerExecutive Director - No Voting RightsFT$21,346$21,346
Karen ClementsTreasurerPT$8,400$8,400
Ruth BishopAssistant to DirectorPT$4,650$4,650
Jim Collinsvice president-$285$285

Board Members and Trustees

NameTitle
Cynthia BattenPresident
Linda Speertrustee
Steve RossTrustee
Steve SchrammTrustee
Sue Hebbtrustee
Jim ThomasEx-Officio
David PruittSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$14,576
Program Service Revenue
$459,819
Investment Income
$61
Other Revenue
$0
All Other Contributions
$11,576
Change in Net Assets
$-12,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$298,355
Other Expenses$188,398
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$192,074$0$0$192,074
Occupancy$94,504$0$0$94,504
Current Officers, Directors, Trustees, and Key Employees$73,036$0$0$73,036
Other Expenses$63,863$0$0$63,863
Payroll Taxes$33,245$0$0$33,245
Insurance$0$25,923$0$25,923
Office Expenses$0$2,006$0$2,006
Advertising$0$1,244$0$1,244
Conferences and Meetings$0$275$0$275
Total Functional Expenses$456,722$30,031$0$486,753
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 form is reviewed at the July Board Meeting. It is also available to the public upon request.

Form 990, Part VI, Section B, Line 15

The personnel committee handles employee annual reviews. The director does reviews of the employees to bring to the committee. A special committee is formed when a new executive director is hired. This committee does interviews and presents two or three candidates to be voted on at a special meeting of the board.

Form 990, Part VI, Section C, Line 19

The board meets four times per year. (as well as additonal meetings for special circumstances) At the quarterly meetings, the minutes from the previous meeting are read, the directors report is handed out and read and the quarterly financial report is handed out and read. The annual financial report is handed out and presented to the board at the January meeting following the end of the fiscal year.

Filing and Contact Details

Filer

Filer Name
Vermont Congregational Home Inc
EIN
03-0214082
Phone
8028665582
Address
4717 Main Street, Newbury, VT 05051

Signing Officer

Name
Karen Clements
Title
Treasurer
Phone
8024292128
Signed
2017-04-17

Organization Details

Principal Officer
Karen Clements
Formed
1960
Legal Domicile
Vt
Voting Board Members
11
Independent Board Members
0
Employees
38
Volunteers
11
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrossReceiptsAmt0474456
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt00
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt025923
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt025923
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt061
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0313039
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0328964
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0466400
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0466400
IRS990/LandBldgEquipCostOrOtherBssAmt0466400
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt03000
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Retirement Home - Operation of Church Sponsored Retirement Home with 13 Rooms and care for up to 15 Residents
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0817408
IRS990/NetAssetsOrFundBalancesEOYAmt0821038
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt015927
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt094504
IRS990/OccupancyGrp/TotalAmt094504
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02006
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt02006
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0License & Dues
IRS990/OtherExpensesGrp/Desc1Capital Expenditures
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0583
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt163863
IRS990/OtherExpensesGrp/TotalAmt0583
IRS990/OtherExpensesGrp/TotalAmt163863
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0192074
IRS990/OtherSalariesAndWagesGrp/TotalAmt0192074
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt033245
IRS990/PayrollTaxesGrp/TotalAmt033245
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0547144
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0551278
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Karen Clements
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0721310
IRS990/ProgramServiceRevenueGrp/BusinessCd1721310
IRS990/ProgramServiceRevenueGrp/Desc0Resident Rents

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.24$0.83$1.19$0.00$1.19
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.12$0.78$0.90$1.00$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.05$0.80$0.74$0.83$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.81$0.71$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.07$0.77$0.50$0.55$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.49$0.49$0.00
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.53$0.55$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.55$0.52$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.47$0.49$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.44$0.43$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.35$0.36$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.38$0.37$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.01$0.86$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.01$0.86$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.26