Civic Intelligence

Julie House Inc.

990 • Fiscal year 2021 • EIN 06-1633763

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 31, 2022

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

99th percentile

2.80x

Higher debt load relative to assets than 99% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

1.11x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

19th percentile

-5.0%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$69,286

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

3rd percentile

-25%

Faster asset growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

50th percentile

12%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$402,368

Down $130,856 (-25%) from 2020

Net Assets

Down

-$723,958

Down $50,962 (-7.6%) from 2020

Liabilities

Down

$1,126,326

Down $79,894 (-6.6%) from 2020

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin19th percentile

Revenue

Up

$1,013,670

Up $110,262 (+12%) from 2020

Expenses

Up

$1,064,639

Up $64,405 (+6.4%) from 2020

Net Income

Up

-$50,969

Up $45,857 (+47%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2021

Assets$402,368
Liabilities$1,126,326
Net Assets-$723,958
Open 2021 Filing

Operations Trend

Revenue Growth50th 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

2021

Revenue$1,013,670
Expenses$1,064,639
Net Income-$50,969
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 31, 2022
Return Version
2020v4.1
Gross Receipts
$1,013,670
Mission and Program Overview

Mission

To provide residential care for the elderly and disabled

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$407,157$310,060▼ $97,097
Accounts Receivable$93,855$97,762▲ $3,907
Prepaid Expenses and Deferred Charges$3,829$6,155▲ $2,326
Cash and Non-Interest-Bearing Accounts$73,140$5,735▼ $67,405
Rtn Earn Endowment Incm Other Fnds$-672,996$-723,958▼ $50,962
Total Assets$533,224$402,368▼ $130,856
Other Assets Total$-44,757$-17,344▲ $27,413
Liabilities
Other Liabilities$1,186,438$1,099,303▼ $87,135
Accounts Payable and Accrued Expenses$19,782$27,023▲ $7,241
Total Liabilities$1,206,220$1,126,326▼ $79,894
Net Assets / Fund Balance
Total Net Assets Fund Balance$-672,996$-723,958▼ $50,962
Total Liabilities and Net Assets / Fund Balance$533,224$402,368▼ $130,856

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$207,439$1,831,140$2,038,579
Land$88,000-$88,000
Other Land Buildings$6,770$70,103$76,873
Equipment$7,851$48,631$56,482
Other Assets Org$27,413--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dina KarvelisAdministratorFT$69,286$69,286

Board Members and Trustees

NameTitle
Elaine BainPresident
Patricia ChappellClerk
Peggy EvansTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$84,973
Program Service Revenue
$809,881
Investment Income
$0
Other Revenue
$118,816
Change in Net Assets
$-50,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$537,775
Other Expenses$526,864
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$369,229$50,591-$419,820
Occupancy$167,038--$167,038
Depreciation Depletion$126,428$8,526-$134,954
Current Officers, Directors, Trustees, and Key Employees-$69,286-$69,286
Payroll Taxes$26,009$8,444-$34,453
Insurance$25,555--$25,555
Other Expenses$14,284$1,629-$15,913
Other Employee Benefits$14,216--$14,216
Fees for Services Accounting-$11,100-$11,100
Office Expenses-$3,030-$3,030
Fees for Services Other$2,326--$2,326
Advertising$1,710--$1,710
Travel$1,182--$1,182
Interest$134--$134
Total Functional Expenses$912,033$152,606$0$1,064,639
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
Ppp Loan$1,009,810
Note Payable$50,000
Accrued Expenses$26,188
Accrued Insurance$13,305
Health Insurance Payable-
Accrued Payroll-
Due to Owners-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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
Elaine Bain
Title
Sister
Phone
8602988320
Signed
2022-01-31
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 Appendix398 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/CurrentTaxYearMinus3YearsAmt0593381
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0597974
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0594389
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IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02038579
IRS990ScheduleD/EquipmentGrp/BookValueAmt07851
IRS990ScheduleD/EquipmentGrp/DepreciationAmt048631
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt056482
IRS990ScheduleD/LandGrp/BookValueAmt088000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt088000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0-44757
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt127413
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0EXCHANGE ACCOUNT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Work In Process
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06770
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt070103
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt076873
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PPP LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4HEALTH INSURANCE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5ACCRUED PAYROLL
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6DUE TO OWNERS
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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
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IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalContributionsAmt084973
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0152606
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0912033
IRS990/TotalFunctionalExpensesGrp/TotalAmt01064639
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01206220
IRS990/TotalLiabilitiesEOYAmt01126326
IRS990/TotalLiabilitiesGrp/BOYAmt01206220
IRS990/TotalLiabilitiesGrp/EOYAmt01126326
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-672996
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-723958
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0912033
IRS990/TotalProgramServiceRevenueAmt0809881
IRS990/TotalReportableCompFromOrgAmt069286
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01013670
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0533224
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0402368
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt01182
IRS990/TravelGrp/TotalAmt01182
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Elaine Bain
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sister
ReturnHeader/BusinessOfficerGrp/PhoneNum08602988320
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-31
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/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/PreparationDt02022-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Craig Lubitski
ReturnHeader/ReturnTs02022-08-15T07:09:36-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elaine
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bain
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$402,368
Liabilities
$1,126,326
Net assets
-$723,958
Revenue
$1,013,670
Expenses
$1,064,639
Net income
-$50,969
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits