Civic Intelligence

Convivial Learning Inc.

990 • Fiscal year 2021 • EIN 31-0958968

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

PO Box 242Yellow Springs, OH 45387

(937) 767-7642

Siviq Scores

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

Liabilities / Assets

86th percentile

0.48x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.60x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

12th percentile

-19%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

57th percentile

14%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-15%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$608,786

Up $73,573 (+14%) from 2020

Net Assets

Down

$319,192

Down $70,506 (-18%) from 2020

Liabilities

Up

$289,594

Up $144,079 (+99%) from 2020

Revenue

Down

$483,573

Down $82,770 (-15%) from 2020

Expenses

Down

$575,692

Down $61,217 (-9.6%) from 2020

Net Income

Down

-$92,119

Down $21,553 (-31%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $701,637Liabilities 2011: $12,221Net Assets 2011: $689,4162011Assets 2012: $806,071Liabilities 2012: $43,669Net Assets 2012: $762,4022012Assets 2013: $768,656Liabilities 2013: $14,037Net Assets 2013: $754,6192013Assets 2014: $737,184Liabilities 2014: $16,690Net Assets 2014: $720,4942014Assets 2015: $676,809Liabilities 2015: $21,241Net Assets 2015: $655,5682015Assets 2016: $607,744Liabilities 2016: $54,604Net Assets 2016: $553,1402016Assets 2017: $543,810Liabilities 2017: $36,629Net Assets 2017: $507,1812017Assets 2018: $527,641Liabilities 2018: $14,169Net Assets 2018: $513,4722018Assets 2019: $502,906Liabilities 2019: $43,675Net Assets 2019: $459,2312019Assets 2020: $535,213Liabilities 2020: $145,515Net Assets 2020: $389,6982020Assets 2021: $608,786Liabilities 2021: $289,594Net Assets 2021: $319,1922021Assets 2022: $555,974Liabilities 2022: $203,149Net Assets 2022: $352,8252022Assets 2023: $450,049Liabilities 2023: $76,036Net Assets 2023: $374,0132023Assets 2024: $491,441Liabilities 2024: $81,686Net Assets 2024: $409,7552024

Highlighted filing

2021

Assets$608,786
Liabilities$289,594
Net Assets$319,192

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $612,7682011Expenses 2012: $585,0622012Expenses 2013: $670,6982013Revenue 2014: $592,207Expenses 2014: $653,622Net Income 2014: -$61,4152014Revenue 2015: $598,998Expenses 2015: $663,924Net Income 2015: -$64,9262015Revenue 2016: $562,271Expenses 2016: $657,635Net Income 2016: -$95,3642016Revenue 2017: $618,654Expenses 2017: $670,859Net Income 2017: -$52,2052017Revenue 2018: $693,888Expenses 2018: $668,786Net Income 2018: $25,1022018Revenue 2019: $639,900Expenses 2019: $699,878Net Income 2019: -$59,9782019Revenue 2020: $566,343Expenses 2020: $636,909Net Income 2020: -$70,5662020Revenue 2021: $483,573Expenses 2021: $575,692Net Income 2021: -$92,1192021Revenue 2022: $654,706Expenses 2022: $600,558Net Income 2022: $54,1482022Revenue 2023: $758,229Expenses 2023: $744,063Net Income 2023: $14,1662023Revenue 2024: $806,695Expenses 2024: $777,097Net Income 2024: $29,5982024

Highlighted filing

2021

Revenue$483,573
Expenses$575,692
Net Income-$92,119
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$483,573
Mission and Program Overview

Mission

Private alternative school providing education services to children between the ages of 3 to 11 in a whole person apporach.

Private alternative school providing education services to children between the ages of 3 to 11 in a whole person approach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$341,447$333,887▼ $7,560
Cash and Non-Interest-Bearing Accounts$88,495$150,708▲ $62,213
Investments in Publicly Traded Securities$77,553$98,969▲ $21,416
Accounts Receivable$27,588$25,092▼ $2,496
Prepaid Expenses and Deferred Charges$130$130→ $0
Total Assets$535,213$608,786▲ $73,573
Liabilities
Other Liabilities$100,380$200,730▲ $100,350
Deferred Revenue$43,924$85,563▲ $41,639
Accounts Payable and Accrued Expenses$1,211$3,301▲ $2,090
Total Liabilities$145,515$289,594▲ $144,079
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$387,207$316,701▼ $70,506
Net Assets With Donor Restrictions$2,491$2,491→ $0
Total Net Assets Fund Balance$389,698$319,192▼ $70,506
Total Liabilities and Net Assets / Fund Balance$535,213$608,786▲ $73,573

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$307,524$308,686$616,210
Equipment$7,613$46,595$54,208
Land$18,750-$18,750
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elena ObergBoard Chair
Ruth HoffCommunity Re
Elaina VimmerstedtFaculty Memb
Lindie KeatonFaculty Memb
Ann GuthrieFaculty/fina
Jeremy HoltgraveParent Membe
Adam GrahamSecretary
Tania HutchinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$63,718
Program Service Revenue
$412,205
Investment Income
$2,762
Other Revenue
$4,888
All Other Contributions
$63,718
Change in Net Assets
$-92,119

Audited Revenue Reconciliation

Revenue per Audited Statements
$483,573
Revenue Not Reported on Form 990
$20,999
Total Revenue per Audited Statements
$504,572
Total Revenue per Form 990
$483,573
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$421,014
Other Expenses$93,421
Grants and Similar Amounts Paid$61,257
Total Fundraising Expense$37,348
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$291,855$24,321$31,270$347,446
Grants to Domestic Individuals$61,257--$61,257
Pension Plan Contributions$37,115--$37,115
Occupancy$26,493$4,737$124$31,354
Payroll Taxes$23,388$1,926$2,201$27,515
Depreciation Depletion$15,638$322$161$16,121
Fees for Services Accounting-$11,478-$11,478
Other Employee Benefits$6,704$1,698$536$8,938
All Other Expenses$6,172$44$22$6,238
Advertising$3,704-$695$4,399
Fees for Service Investment Mgmnt Fees-$3,345-$3,345
Other Expenses$3,486$3,000$2,339$2,339
Office Expenses-$369-$369
Total Functional Expenses$487,104$51,240$37,348$575,692

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$575,692
Total Expenses per Audited Statements$575,692
Total Expenses per Form 990$575,692
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$200,730
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

990 is presented to board and is approved before filing.

Form 990, Page 6, Part VI, Line 15A

Compensation for key employees is approved by the board of directors.

Form 990, Page 6, Part VI, Line 15B

Compensation for key employees is approved by the board of directors.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request at the school office.

Filing and Contact Details

Filer

Filer Name
Convivial Learning Inc
EIN
31-0958968
Phone
9377677642
Address
PO BOX 242, YELLOW SPRINGS, OH 45387
Doing Business As
The Antioch School

Signing Officer

Name
Elena Oberg
Title
Board Chair
Phone
9377677642
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elena Oberg
Formed
1928
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
14
Volunteers
100

Preparer

Firm
Stuckey & Troutwine Cpas LLC
Address
49 E COLLEGE AVE SUITE 100, SPRINGFIELD, OH 45504
Preparer
Aimee Troutwine
Phone
9376290890
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Adjustment for prior year depreciation 614

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses netted against income 0

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses netted against income 0

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IRS990/PYSalariesCompEmpBnftPaidAmt0462460
IRS990/PYTotalExpensesAmt0636909
IRS990/PYTotalRevenueAmt0566343
IRS990/ReconcilationRevenueExpnssAmt0-92119
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0412205
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0307524
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0308686
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0616210
IRS990ScheduleD/EquipmentGrp/BookValueAmt07613
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046595
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt054208
IRS990ScheduleD/ExpensesSubtotalAmt0575692
IRS990ScheduleD/LandGrp/BookValueAmt018750
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt018750
IRS990ScheduleD/NetUnrealizedGainsInvstAmt020999
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0200730
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN
IRS990ScheduleD/RevenueNotReportedAmt020999
IRS990ScheduleD/RevenueSubtotalAmt0483573
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES NETTED AGAINST INCOME 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES NETTED AGAINST INCOME 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0333887
IRS990ScheduleD/TotalExpensesPerForm990Amt0575692
IRS990ScheduleD/TotalLiabilityAmt0200730
IRS990ScheduleD/TotalRevenuePerForm990Amt0483573
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0504572
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0575692
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0SEE ATTACHED COPY OF PUBLISHED NON-DISCRIMINATORY POLICY
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt061257
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS PRESENTED TO BOARD AND IS APPROVED BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION FOR KEY EMPLOYEES IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR KEY EMPLOYEES IS APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE SCHOOL OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADJUSTMENT FOR PRIOR YEAR DEPRECIATION 614
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0535213
IRS990/TotalAssetsEOYAmt0608786
IRS990/TotalAssetsGrp/BOYAmt0535213
IRS990/TotalAssetsGrp/EOYAmt0608786
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt063718
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt037348
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt051240
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0487104
IRS990/TotalFunctionalExpensesGrp/TotalAmt0575692
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0145515
IRS990/TotalLiabilitiesEOYAmt0289594
IRS990/TotalLiabilitiesGrp/BOYAmt0145515
IRS990/TotalLiabilitiesGrp/EOYAmt0289594
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0389698
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0319192
IRS990/TotalProgramServiceExpensesAmt0487104
IRS990/TotalProgramServiceRevenueAmt0412205
IRS990/TotalRevenueGrp/ExclusionAmt07650
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0412205
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0483573
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0535213
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0608786
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01160 CORRY STREET
IRS990/USAddress/CityNm0YELLOW SPRINGS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045387
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.ANTIOCHSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELENA OBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09377677642
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONVIVIAL LEARNING INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DBA THE ANITOCH SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0CONV
ReturnHeader/Filer/EIN0310958968
ReturnHeader/Filer/PhoneNum09377677642
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 242
ReturnHeader/Filer/USAddress/CityNm0YELLOW SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045387

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.$4.91$0.82$4.10$8.07$7.77$0.30
2023Detailed filing. Detailed filing data is available for this year.$4.50$0.76$3.74$7.58$7.44$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.56$2.03$3.53$6.55$6.01$0.54
2021Detailed filing. Detailed filing data is available for this year.$6.09$2.90$3.19$4.84$5.76$0.92
2020Detailed filing. Detailed filing data is available for this year.$5.35$1.46$3.90$5.66$6.37$0.71
2019Detailed filing. Detailed filing data is available for this year.$5.03$0.44$4.59$6.40$7.00$0.60
2018Detailed filing. Detailed filing data is available for this year.$5.28$0.14$5.13$6.94$6.69$0.25
2017Detailed filing. Detailed filing data is available for this year.$5.44$0.37$5.07$6.19$6.71$0.52
2016Detailed filing. Detailed filing data is available for this year.$6.08$0.55$5.53$5.62$6.58$0.95
2015Detailed filing. Detailed filing data is available for this year.$6.77$0.21$6.56$5.99$6.64$0.65
2014Detailed filing. Detailed filing data is available for this year.$7.37$0.17$7.20$5.92$6.54$0.61
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.69$0.14$7.55$6.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.06$0.44$7.62$5.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.02$0.12$6.89$6.13