Civic Intelligence

Julie House Inc.

990 • Fiscal year 2016 • EIN 06-1633763

Oct 01, 2015 to Sep 30, 2016 • Filed on Aug 09, 2017

425 Poquonock AvenueWindsor, CT 06095

(860) 298-8320

Siviq Scores

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

Liabilities / Assets

91st percentile

0.86x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

88th percentile

0.79x

Higher debt load relative to revenue than 88% of similar nonprofits.

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

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

69th percentile

$56,435

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

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

Asset Growth

29th percentile

-3.7%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

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

Assets

Down

$651,199

Down $25,187 (-3.7%) from 2015

Net Assets

Down

$91,448

Down $71,029 (-44%) from 2015

Liabilities

Up

$559,751

Up $45,842 (+8.9%) from 2015

Revenue

Up

$704,830

Up $96,729 (+16%) from 2015

Expenses

Up

$775,859

Up $34,296 (+4.6%) from 2015

Net Income

Up

-$71,029

Up $62,433 (+47%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2011: $915,969Liabilities 2011: $71,327Net Assets 2011: $844,6422011Assets 2012: $828,923Liabilities 2012: $154,738Net Assets 2012: $674,1852012Assets 2013: $758,034Liabilities 2013: $238,976Net Assets 2013: $519,0582013Assets 2014: $744,244Liabilities 2014: $448,305Net Assets 2014: $295,9392014Assets 2015: $676,386Liabilities 2015: $513,909Net Assets 2015: $162,4772015Assets 2016: $651,199Liabilities 2016: $559,751Net Assets 2016: $91,4482016Assets 2017: $580,920Liabilities 2017: $706,491Net Assets 2017: -$125,5712017Assets 2018: $613,908Liabilities 2018: $999,932Net Assets 2018: -$386,0242018Assets 2019: $488,253Liabilities 2019: $1,067,899Net Assets 2019: -$579,6462019Assets 2020: $533,224Liabilities 2020: $1,206,220Net Assets 2020: -$672,9962020Assets 2021: $402,368Liabilities 2021: $1,126,326Net Assets 2021: -$723,9582021Assets 2022: $378,952Liabilities 2022: $1,142,539Net Assets 2022: -$763,5872022Assets 2023: $365,706Liabilities 2023: $1,169,408Net Assets 2023: -$803,7022023Assets 2024: $547,780Liabilities 2024: $67,741Net Assets 2024: $480,0392024

Highlighted filing

2016

Assets$651,199
Liabilities$559,751
Net Assets$91,448

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $436,686Expenses 2011: $646,516Net Income 2011: -$209,8302011Expenses 2012: $621,2532012Revenue 2013: $491,233Expenses 2013: $646,360Net Income 2013: -$155,1272013Revenue 2014: $458,003Expenses 2014: $681,122Net Income 2014: -$223,1192014Revenue 2015: $608,101Expenses 2015: $741,563Net Income 2015: -$133,4622015Revenue 2016: $704,830Expenses 2016: $775,859Net Income 2016: -$71,0292016Revenue 2017: $597,983Expenses 2017: $815,011Net Income 2017: -$217,0282017Revenue 2018: $594,389Expenses 2018: $854,842Net Income 2018: -$260,4532018Revenue 2019: $699,192Expenses 2019: $892,815Net Income 2019: -$193,6232019Revenue 2020: $903,408Expenses 2020: $1,000,234Net Income 2020: -$96,8262020Revenue 2021: $1,013,670Expenses 2021: $1,064,639Net Income 2021: -$50,9692021Revenue 2022: $1,092,669Expenses 2022: $1,132,431Net Income 2022: -$39,7622022Revenue 2023: $1,357,364Expenses 2023: $1,397,479Net Income 2023: -$40,1152023Revenue 2024: $2,618,234Expenses 2024: $1,347,836Net Income 2024: $1,270,3982024

Highlighted filing

2016

Revenue$704,830
Expenses$775,859
Net Income-$71,029
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Aug 9, 2017
Return Version
2015v3.0
Gross Receipts
$704,830
Mission and Program Overview

Mission

To provide residential care for the elderly and disabled

To provide residential care for the elderly and disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$592,548$605,527▲ $12,979
Cap Stk Tr Prin Current Funds$162,477$91,448▼ $71,029
Accounts Receivable$27,259$16,482▼ $10,777
Cash and Non-Interest-Bearing Accounts$13,643$4,237▼ $9,406
Prepaid Expenses and Deferred Charges$4,647$1,723▼ $2,924
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$676,386$651,199▼ $25,187
Other Assets Total$38,289$23,230▼ $15,059
Liabilities
Other Liabilities$461,351$512,411▲ $51,060
Accounts Payable and Accrued Expenses$52,558$47,340▼ $5,218
Total Liabilities$513,909$559,751▲ $45,842
Net Assets / Fund Balance
Total Net Assets Fund Balance$162,477$91,448▼ $71,029
Total Liabilities and Net Assets / Fund Balance$676,386$651,199▼ $25,187

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$503,394$1,224,275$1,727,669
Land$88,000-$88,000
Other Land Buildings$9,903$35,690$45,593
Equipment$4,230$37,864$42,094
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dina KarvelisAdministratorFT$56,435$56,435

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$88,315
Program Service Revenue
$616,506
Investment Income
$9
Other Revenue
$0
All Other Contributions
$87,957
Change in Net Assets
$-71,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$395,198
Other Expenses$380,661
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$257,064$49,344-$306,408
Occupancy$116,772$20,607-$137,379
Depreciation Depletion$79,226$13,981-$93,207
Current Officers, Directors, Trustees, and Key Employees-$55,842-$55,842
Payroll Taxes$24,373$4,301-$28,674
Insurance$16,535--$16,535
Fees for Services Accounting$14,735--$14,735
All Other Expenses$6,911$558-$7,469
Office Expenses-$5,873-$5,873
Other Expenses$5,762--$5,762
Other Employee Benefits$4,274--$4,274
Fees for Services Other$2,492--$2,492
Travel$1,714--$1,714
Advertising$849--$849
Interest-$597-$597
Total Functional Expenses$624,756$151,103$0$775,859
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
Note Payable$507,851
Unearned Revenue$4,560
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The leadership team of the sisters of notre dame de namur appoint the board members.

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

All decisions are ultimately made by the leadership team of sisters of notre dame de namur.

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

All decisions are ultimately made by the leadership team of sisters of notre dame de namur.

Form 990, Part VI, Section A, Line 8B

There are no committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

The form is reviewed by the president of the sisters of notre dame de namur.

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

Province leadership determines to hire the person, compensation is determined based on other similar positions in the area. The hiring of the person is documented in the province minutes of the sisters of notre dame de namur.

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Julie House Inc
EIN
06-1633763
Phone
8602988320
Address
425 POQUONOCK AVENUE, WINDSOR, CT 06095

Signing Officer

Name
Sr Barbara Barry Snd
Title
Treasurer
Phone
8606881832
Signed
2017-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sr Anne Malone Snd
Formed
2001
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
17
Volunteers
0

Preparer

Firm
BLUM SHAPIRO & COMPANY PC CPA'S
Address
29 S MAIN STREET PO BOX 272000, WEST HARTFORD, CT 06127-2000
Preparer
Elizabeth Solecki
Phone
8605614000
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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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IRS990ScheduleA/PublicSupportTotal509Amt02705628
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0704821
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0608093
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0454474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0488181
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0450059
IRS990ScheduleA/Total509Grp/TotalAmt02705628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0704830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0608101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0458003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0491233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0450796
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02712963
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0503394
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01224275
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01727669
IRS990ScheduleD/EquipmentGrp/BookValueAmt04230
IRS990ScheduleD/EquipmentGrp/DepreciationAmt037864
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042094
IRS990ScheduleD/LandGrp/BookValueAmt088000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt088000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09903
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt035690
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt045593
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0507851
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14560
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UNEARNED REVENUE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0605527
IRS990ScheduleD/TotalLiabilityAmt0512411
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LEADERSHIP TEAM OF THE SISTERS OF NOTRE DAME DE NAMUR APPOINT THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DECISIONS ARE ULTIMATELY MADE BY THE LEADERSHIP TEAM OF SISTERS OF NOTRE DAME DE NAMUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DECISIONS ARE ULTIMATELY MADE BY THE LEADERSHIP TEAM OF SISTERS OF NOTRE DAME DE NAMUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM IS REVIEWED BY THE PRESIDENT OF THE SISTERS OF NOTRE DAME DE NAMUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROVINCE LEADERSHIP DETERMINES TO HIRE THE PERSON, COMPENSATION IS DETERMINED BASED ON OTHER SIMILAR POSITIONS IN THE AREA. THE HIRING OF THE PERSON IS DOCUMENTED IN THE PROVINCE MINUTES OF THE SISTERS OF NOTRE DAME DE NAMUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0676386
IRS990/TotalAssetsEOYAmt0651199
IRS990/TotalAssetsGrp/BOYAmt0676386
IRS990/TotalAssetsGrp/EOYAmt0651199
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt088315
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0151103
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0624756
IRS990/TotalFunctionalExpensesGrp/TotalAmt0775859
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0513909
IRS990/TotalLiabilitiesEOYAmt0559751
IRS990/TotalLiabilitiesGrp/BOYAmt0513909
IRS990/TotalLiabilitiesGrp/EOYAmt0559751
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0162477
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt091448
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0624756
IRS990/TotalProgramServiceRevenueAmt0616506
IRS990/TotalReportableCompFromOrgAmt056435
IRS990/TotalRevenueGrp/ExclusionAmt09
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0616506
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0704830
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0676386
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0651199
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01714
IRS990/TravelGrp/TotalAmt01714
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0425 POQUONOCK AVENUE
IRS990/USAddress/CityNm0WINDSOR
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006095
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SR BARBARA BARRY SND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08606881832
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIE HOUSE INC
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0061633763
ReturnHeader/Filer/PhoneNum08602988320
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 POQUONOCK AVENUE
ReturnHeader/Filer/USAddress/CityNm0WINDSOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006095
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061009205
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUM SHAPIRO & COMPANY PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 S MAIN STREET PO BOX 272000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0061272000
ReturnHeader/PreparerPersonGrp/PhoneNum08605614000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH SOLECKI
ReturnHeader/ReturnTs02017-08-14T09:22:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.07$0.48$2.62$1.35$1.27
2023Detailed filing. Detailed filing data is available for this year.$0.37$1.17$0.80$1.36$1.40$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$1.14$0.76$1.09$1.13$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.40$1.13$0.72$1.01$1.06$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.53$1.21$0.67$0.90$1.00$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.49$1.07$0.58$0.70$0.89$0.19
2018Detailed filing. Detailed filing data is available for this year.$0.61$1.00$0.39$0.59$0.85$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.71$0.13$0.60$0.82$0.22
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.56$0.09$0.70$0.78$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.51$0.16$0.61$0.74$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.45$0.30$0.46$0.68$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.24$0.52$0.49$0.65$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.15$0.67$0.62
2011Summary only. Only limited summary data is available for this year.$0.92$0.07$0.84$0.44$0.65$0.21