Civic Intelligence

Cathedral Square Corporation

EIN 03-0264362 • 501(c)3 • South Burlington, VT

View Organization Page

Profile

Creating healthy homes, caring communities, and positive aging environments. A long term care environment where all consumers have access to healthy, affordable, quality aging services in the residential setting they choose.

412 Farrell Street 100South Burlington, VT 05403

www.cathedralsquare.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.64x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

1.53x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

55th percentile

6.1%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$156,650

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

95th percentile

52%

Faster asset growth than 95% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

13%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$43,558,575

Up $14,836,217 (+52%) from 2023

Liabilities

Up

$27,935,812

Up $13,388,389 (+92%) from 2023

Net Assets

Up

$15,622,763

Up $1,447,828 (+10%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin55th percentile

Revenue

Up

$18,289,928

Up $2,099,211 (+13%) from 2023

Expenses

Up

$17,179,671

Up $1,874,761 (+12%) from 2023

Net Income

Up

$1,110,257

Up $224,450 (+25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $9,241,383Liabilities 2011: $8,196,172Net Assets 2011: $1,045,2112011Assets 2012: $9,538,652Liabilities 2012: $6,695,441Net Assets 2012: $2,843,2112012Assets 2013: $11,112,632Liabilities 2013: $7,573,716Net Assets 2013: $3,538,9162013Assets 2014: $11,139,853Liabilities 2014: $7,243,925Net Assets 2014: $3,895,9282014Assets 2015: $10,687,446Liabilities 2015: $6,838,938Net Assets 2015: $3,848,5082015Assets 2016: $11,830,457Liabilities 2016: $6,736,132Net Assets 2016: $5,094,3252016Assets 2017: $20,371,476Liabilities 2017: $14,024,757Net Assets 2017: $6,346,7192017Assets 2018: $23,006,900Liabilities 2018: $15,545,243Net Assets 2018: $7,461,6572018Assets 2019: $22,759,947Liabilities 2019: $15,485,778Net Assets 2019: $7,274,1692019Assets 2020: $25,420,216Liabilities 2020: $15,790,045Net Assets 2020: $9,630,1712020Assets 2021: $25,788,244Liabilities 2021: $13,994,813Net Assets 2021: $11,793,4312021Assets 2022: $28,261,973Liabilities 2022: $15,131,954Net Assets 2022: $13,130,0192022Assets 2023: $28,722,358Liabilities 2023: $14,547,423Net Assets 2023: $14,174,9352023Assets 2024: $43,558,575Liabilities 2024: $27,935,812Net Assets 2024: $15,622,7632024

Highlighted filing

2024

Assets$43,558,575
Liabilities$27,935,812
Net Assets$15,622,763
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,285,339Expenses 2011: $6,118,843Net Income 2011: $166,4962011Revenue 2012: $9,773,226Expenses 2012: $7,880,226Net Income 2012: $1,893,0002012Expenses 2013: $8,105,6762013Revenue 2014: $9,315,978Expenses 2014: $8,958,966Net Income 2014: $357,0122014Revenue 2015: $9,070,940Expenses 2015: $9,118,360Net Income 2015: -$47,4202015Revenue 2016: $10,420,786Expenses 2016: $9,174,972Net Income 2016: $1,245,8142016Revenue 2017: $11,290,555Expenses 2017: $10,101,636Net Income 2017: $1,188,9192017Revenue 2018: $12,645,894Expenses 2018: $11,607,478Net Income 2018: $1,038,4162018Revenue 2019: $12,849,835Expenses 2019: $12,672,700Net Income 2019: $177,1352019Revenue 2020: $15,157,449Expenses 2020: $12,873,415Net Income 2020: $2,284,0342020Revenue 2021: $15,524,775Expenses 2021: $13,326,915Net Income 2021: $2,197,8602021Revenue 2022: $15,598,692Expenses 2022: $13,910,801Net Income 2022: $1,687,8912022Revenue 2023: $16,190,717Expenses 2023: $15,304,910Net Income 2023: $885,8072023Revenue 2024: $18,289,928Expenses 2024: $17,179,671Net Income 2024: $1,110,2572024

Highlighted filing

2024

Revenue$18,289,928
Expenses$17,179,671
Net Income$1,110,257
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,558,575
Liabilities
$27,935,812
Net assets
$15,622,763
Revenue
$18,289,928
Expenses
$17,179,671
Net income
$1,110,257
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.6$27.9$15.6$18.3$17.2$1.11
2023Detailed filing. Detailed filing data is available for this year.$28.7$14.5$14.2$16.2$15.3$0.89
2022Detailed filing. Detailed filing data is available for this year.$28.3$15.1$13.1$15.6$13.9$1.69
2021Detailed filing. Detailed filing data is available for this year.$25.8$14.0$11.8$15.5$13.3$2.20
2020Detailed filing. Detailed filing data is available for this year.$25.4$15.8$9.63$15.2$12.9$2.28
2019Summary only. Only limited summary data is available for this year.$22.8$15.5$7.27$12.8$12.7$0.18
2018Summary only. Only limited summary data is available for this year.$23.0$15.5$7.46$12.6$11.6$1.04
2017Summary only. Only limited summary data is available for this year.$20.4$14.0$6.35$11.3$10.1$1.19
2016Summary only. Only limited summary data is available for this year.$11.8$6.74$5.09$10.4$9.17$1.25
2015Summary only. Only limited summary data is available for this year.$10.7$6.84$3.85$9.07$9.12$0.05
2014Summary only. Only limited summary data is available for this year.$11.1$7.24$3.90$9.32$8.96$0.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$7.57$3.54$8.11
2012Summary only. Only limited summary data is available for this year.$9.54$6.70$2.84$9.77$7.88$1.89
2011Summary only. Only limited summary data is available for this year.$9.24$8.20$1.05$6.29$6.12$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 1, 2025
Return Version
2023v6.0
Gross Receipts
$18,289,928
Mission and Program Overview

Mission

Creating healthy homes, caring communities, and positive aging environments. A long term care environment where all consumers have access to healthy, affordable, quality aging services in the residential setting they choose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$107,804$13,571,604▲ $13,463,800
Land, Buildings, and Equipment, Net$11,988,754$11,560,580▼ $428,174
Cash and Non-Interest-Bearing Accounts$6,234,472$6,011,310▼ $223,162
Pledges and Grants Receivable$240,808$1,431,394▲ $1,190,586
Accounts Receivable$324,146$357,151▲ $33,005
Prepaid Expenses and Deferred Charges$220,845$275,749▲ $54,904
Total Assets$28,722,358$43,558,575▲ $14,836,217
Other Assets Total$9,605,529$10,350,787▲ $745,258
Liabilities
Other Liabilities$161,895$13,631,176▲ $13,469,281
Mortgage Notes Payable Secured by Investment Property$13,233,238$13,121,857▼ $111,381
Accounts Payable and Accrued Expenses$1,124,034$1,155,530▲ $31,496
Deferred Revenue$28,256$27,249▼ $1,007
Total Liabilities$14,547,423$27,935,812▲ $13,388,389
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,196,688$13,255,296▲ $58,608
Net Assets With Donor Restrictions$978,247$2,367,467▲ $1,389,220
Total Net Assets Fund Balance$14,174,935$15,622,763▲ $1,447,828
Total Liabilities and Net Assets / Fund Balance$28,722,358$43,558,575▲ $14,836,217

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,713,592$5,051,469$15,765,061
Land$846,988-$846,988
Other Assets Org$1,217,467--
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleBaseTotal
Kim FitzgeraldCEO$156,650$156,650

Board Members and Trustees

NameTitle
Mohamed BashaPresident
Tim SampsonVice President
Carroll OckertMember
Chol DhoorMember
Greta GetleinMember
Jennifer GreenMember
Mark LevineMember
Nancy SnyderMember
Patricia PomerleauMember
Peg MaffittMember
Sarah MuyskensMember
Susan McmillanMember
Shaun GilpinSecretary
Aaron FerencTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,049,650
Program Service Revenue
$8,002,401
Investment Income
$237,877
Other Revenue
$0
All Other Contributions
$393,532
Change in Net Assets
$1,110,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,485,788
Other Expenses$5,943,392
Grants and Similar Amounts Paid$1,750,491
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,209,882$874,507-$8,084,389
Insurance$1,599,314$358,944-$1,958,258
Grants to Domestic Orgs$1,750,491--$1,750,491
Occupancy$781,073$36,000-$817,073
Payroll Taxes$527,002$73,947-$600,949
Depreciation Depletion$468,251$495-$468,746
All Other Expenses$264,463$91,094-$355,557
Other Employee Benefits$328,922$16,699-$345,621
Pension Plan Contributions$253,584$44,595-$298,179
Interest$207,083--$207,083
Current Officers, Directors, Trustees, and Key Employees-$156,650-$156,650
Other Expenses$141,124$220,655-$141,124
Fees for Services Other$123,664$2,000-$125,664
Information Technology$22,181$83,233-$105,414
Fees for Services Legal$41,794$6,397-$48,191
Fees for Service Investment Mgmnt Fees-$44,058-$44,058
Fees for Services Accounting-$31,589-$31,589
Travel$13,616$12,443-$26,059
Office Expenses-$14,872-$14,872
Advertising$5,532$3,027-$8,559
Total Functional Expenses$15,108,466$2,071,205$0$17,179,671
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Addison County Community TrustVergennes, VT501c3Sash Grant$0
Brattleboro Housing AuthorityBrattleboro, VT501c3Sash Grant$0
Burlington Housing AuthorityBurlington, VT501c3Sash Grant$0
Champlain Housing TrustBurlington, VT501c3Sash Grant$0
Downstreet Housing & Community DevelopmentBarre, VT501c3Sash Grant$0
Howard Center IncBurlington, VT501c3Sash Grant$0
Northeast Kingdom Human ServicesSt Johnsbury, VT501c3Sash Grant$0
Rural EdgeLyndonville, VT501c3Sash Grant$0
Rutland Housing AuthorityRutland, VT501c3Sash Grant$0
Shires HousingBennington, VT501c3Sash Grant$0
Vt State Housing AuthorityMontpelier, VT501c3Sash Grant$0
Washington County Mental Health Services IncMontpelier, VT501c3Sash Grant$0
Windham and Windsor Housing TrustBrattleboro, VT501c3Sash Grant$0
Winooski Housing AuthorityWinooski, VT501c3Sash Grant$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances$13,473,536
Tenants Security Deposits$131,574
Resident Service Deposits$26,066
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members include the board of directors.”

Form 990, Part VI, Section A, Line 7A

“The board of directors are elected by its members.”

Form 990, Part VI, Section A, Line 7B

“Decisions are subject to approval by members.”

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

“Organization's process to review form 990: members of the finance committee are provided a draft 990 for their review and invited to provide their input, feedback, or questions to management. Management addresses any concerns or issues raised.”

Form 990, Part VI, Section B, Line 15A

“Compensation process for top official compensation is subject to approval by the executive committee of the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Cathedral Square Corporation
EIN
03-0264362
Phone
8028598810
Address
412 FARRELL STREET 100, SOUTH BURLINGTON, VT 05403

Signing Officer

Name
Kim Fitzgerald
Title
CEO
Phone
8028598810
Signed
2025-02-01

Organization Details

Principal Officer
Kim Fitzgerald
Formed
1977
Legal Domicile
Vt
Voting Board Members
14
Independent Board Members
14
Employees
234
Volunteers
50

Preparer

Firm
Otis Atwell
Address
324 GANNETT DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Greg Geisser
Phone
2077801100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Administrative: program service expenses 116,884. Management and general expenses 22,375. Fundraising expenses 0. Total expenses 139,259. Education: program service expenses 22,075. Management and general expenses 65,948. Fundraising expenses 0. Total expenses 88,023. Supplies: program service expenses 45,701. Management and general expenses 0. Fundraising expenses 0. Total expenses 45,701. Development expense: program service expenses 34,022. Management and general expenses 0. Fundraising expenses 0. Total expenses 34,022. Elderly care: program service expenses 23,369. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,369. Sash nursing: program service expenses 22,412. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,412. Contributions: program service expenses 0. Management and general expenses 2,771. Fundraising expenses 0. Total expenses 2,771.”

Raw XML AppendixShowing 400 of 1,090 raw XML fields

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/ProgSrvcAccomActy3Grp/Desc0ASSISTED LIVING PROVIDES ASSISTED LIVING TO ELDERLY INDIVIDUALS WHO ARE INCOME ELIGIBLE. THERE ARE 38 ASSISTED LIVING UNITS.
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