Civic Intelligence

Julie House Inc.

990 • Fiscal year 2017 • EIN 06-1633763

Oct 01, 2016 to Sep 30, 2017 • Filed on Jun 08, 2018

Organization ProfileN/A
425 Poquonock AveWindsor, CT 06095

(860) 298-8320

Siviq Scores

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

Liabilities / Assets

95th percentile

1.22x

Higher debt load relative to assets than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

1.18x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

8th percentile

-36%

Higher net margin than 8% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$59,419

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

15th percentile

-11%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

18th percentile

-15%

Faster revenue growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$580,920

Down $70,279 (-11%) from 2016

Net Assets

Down

-$125,571

Down $217,019 (-237%) from 2016

Liabilities

Up

$706,491

Up $146,740 (+26%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin8th percentile

Revenue

Down

$597,983

Down $106,847 (-15%) from 2016

Expenses

Up

$815,011

Up $39,152 (+5.0%) from 2016

Net Income

Down

-$217,028

Down $145,999 (-206%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2017

Assets$580,920
Liabilities$706,491
Net Assets-$125,571
Open 2017 Filing

Operations Trend

Revenue Growth18th percentile

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

2017

Revenue$597,983
Expenses$815,011
Net Income-$217,028
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jun 8, 2018
Return Version
2016v3.0
Gross Receipts
$597,983
Mission and Program Overview

Mission

To provide residential care for the elderly and disabled

To provide residential care for the elderly and disables

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$605,527$530,990▼ $74,537
Prepaid Expenses and Deferred Charges$1,723$9,926▲ $8,203
Accounts Receivable$16,482$9,803▼ $6,679
Cash and Non-Interest-Bearing Accounts$4,237$6,971▲ $2,734
Cap Stk Tr Prin Current Funds$91,448$-125,571▼ $217,019
Total Assets$651,199$580,920▼ $70,279
Other Assets Total$23,230$23,230→ $0
Liabilities
Other Liabilities$512,411$672,563▲ $160,152
Accounts Payable and Accrued Expenses$47,340$33,928▼ $13,412
Total Liabilities$559,751$706,491▲ $146,740
Net Assets / Fund Balance
Total Net Assets Fund Balance$91,448$-125,571▼ $217,019
Total Liabilities and Net Assets / Fund Balance$651,199$580,920▼ $70,279

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$432,743$1,322,437$1,755,180
Land$88,000-$88,000
Other Land Buildings$7,551$38,042$45,593
Equipment$2,696$39,398$42,094
Other Assets Org$23,230--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dina KarvelisAdministratorFT$59,419$59,419

Board Members and Trustees

NameTitle
ANNE MALONE SrPresident
EDIE DALY SrClerk
SANDRA NAPIER SrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,088
Program Service Revenue
$587,886
Investment Income
$9
Other Revenue
$0
All Other Contributions
$10,088
Change in Net Assets
$-217,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$409,590
Other Expenses$405,421
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$272,067$47,296-$319,363
Occupancy$127,853$22,563-$150,416
Depreciation Depletion$86,741$15,307-$102,048
Current Officers, Directors, Trustees, and Key Employees-$59,419-$59,419
Payroll Taxes$24,761$4,605-$29,366
Insurance$16,780--$16,780
Fees for Services Accounting-$15,093-$15,093
Other Expenses$5,325$3,048-$8,373
Office Expenses-$4,125-$4,125
Fees for Services Other$2,366--$2,366
Other Employee Benefits$1,442--$1,442
Travel$1,256--$1,256
Interest-$1,003-$1,003
Advertising$679--$679
Total Functional Expenses$642,552$172,459$0$815,011
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$648,156
Accrued Expenses$24,407
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

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

Member election for additional members Part VI line 7A

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

Governing body decisions Part VI line 7B

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

Committee meeting documentation Part VI line 8B

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

Form 990 governing body review Part VI line 11

“The forms is review by the president of the sisters of notre dame de namur.”

CEO executive director top management comp Part VI line 15A

“Province leadership determines to hie 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.”

Governing documents etc available to public Part VI line 19

“Documents are available upon request”

Filing and Contact Details

Filer

Filer Name
Julie House Inc
EIN
06-1633763
Address
425 Poquonock Ave, Windsor, CT 06095

Signing Officer

Name
Edie Daly
Title
Sister
Phone
8602988320
Signed
2018-06-08
Discuss with paid preparer
No

Organization Details

Formed
2001
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
4
Employees
17

Preparer

Firm
Cjlc LLC
Address
225 Pitkin Street, East Hartford, CT 06108
Preparer
Craig Lubitski
Phone
8606109009
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“ROUNDING”

Raw XML Appendix390 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0608093
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0454474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0488181
IRS990ScheduleA/Total509Grp/TotalAmt02853543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0597982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0704830
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0608101
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0458003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0491233
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02860149
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0432743
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01322437
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01755180
IRS990ScheduleD/EquipmentGrp/BookValueAmt02696
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039398
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042094
IRS990ScheduleD/LandGrp/BookValueAmt088000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt088000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt023230
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0EXCHANGE ACCOUNT
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07551
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt038042
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt045593
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0648156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt124407
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NOTE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED EXPENSES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0530990
IRS990ScheduleD/TotalBookValueOtherAssetsAmt023230
IRS990ScheduleD/TotalLiabilityAmt0672563
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LEADERSHIP TEAM OD 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 FORMS IS REVIEW BY THE PRESIDENT OF THE SISTERS OF NOTRE DAME DE NAMUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROVINCE LEADERSHIP DETERMINES TO HIE 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/ExplanationTxt7ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0651199
IRS990/TotalAssetsEOYAmt0580920
IRS990/TotalAssetsGrp/BOYAmt0651199
IRS990/TotalAssetsGrp/EOYAmt0580920
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010088
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0172459
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0642552
IRS990/TotalFunctionalExpensesGrp/TotalAmt0815011
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0559751
IRS990/TotalLiabilitiesEOYAmt0706491
IRS990/TotalLiabilitiesGrp/BOYAmt0559751
IRS990/TotalLiabilitiesGrp/EOYAmt0706491
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt091448
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-125571
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0642552
IRS990/TotalProgramServiceRevenueAmt0587886
IRS990/TotalReportableCompFromOrgAmt059419
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0587895
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0597983
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0651199
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0580920
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt01256
IRS990/TravelGrp/TotalAmt01256
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Edie Daly
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sister
ReturnHeader/BusinessOfficerGrp/PhoneNum08602988320
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Julie House Inc
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0061633763
ReturnHeader/Filer/USAddress/AddressLine1Txt0425 Poquonock Ave
ReturnHeader/Filer/USAddress/CityNm0Windsor
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006095
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CA41FFE3FA704E735112B987B203173B7EFEA2E0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CA41FFE3FA704E735112B987B203173B7EFEA2E0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId00651472018171jzjwbtt
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-06-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.149.250.103
ReturnHeader/FilingSecurityInformation/IPDt02018-06-20
ReturnHeader/FilingSecurityInformation/IPTm013:01:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383641391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CJLC LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 Pitkin Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0East Hartford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006108
ReturnHeader/PreparerPersonGrp/PhoneNum08606109009
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig Lubitski
ReturnHeader/ReturnTs02018-06-20T12:57:56-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$580,920
Liabilities
$706,491
Net assets
-$125,571
Revenue
$597,983
Expenses
$815,011
Net income
-$217,028
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