Civic Intelligence

Congregational Home Inc.

990 • Fiscal year 2014 • EIN 39-1167483

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 27, 2015

Organization ProfileWWW.CONGREGATIONALHOME.COM

View Organization Page

3150 Lilly RdBrookfield, WI 53005

(262) 781-0550

Siviq Scores

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

Liabilities / Assets

41st percentile

0.19x

Higher debt load relative to assets than 41% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.47x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

21st percentile

-3.2%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

51st percentile

$246,010

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

25th percentile

-1.0%

Faster asset growth than 25% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

33rd percentile

-0.4%

Faster revenue growth than 33% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$26,086,881

Down $276,675 (-1.0%) from 2013

Net Assets

Down

$21,241,970

Down $555,936 (-2.6%) from 2013

Liabilities

Up

$4,844,911

Up $279,261 (+6.1%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin21st percentile

Revenue

Down

$10,408,871

Down $45,017 (-0.4%) from 2013

Expenses

Up

$10,744,017

Up $461,476 (+4.5%) from 2013

Net Income

Down

-$335,146

Down $506,493 (-296%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$40M$30M$20M$10M$0Assets 2011: $21,697,838Liabilities 2011: $1,763,928Net Assets 2011: $19,933,9102011Assets 2012: $23,296,221Liabilities 2012: $2,145,429Net Assets 2012: $21,150,7922012Assets 2013: $26,363,556Liabilities 2013: $4,565,650Net Assets 2013: $21,797,9062013Assets 2014: $26,086,881Liabilities 2014: $4,844,911Net Assets 2014: $21,241,9702014Assets 2015: $26,225,896Liabilities 2015: $5,030,602Net Assets 2015: $21,195,2942015Assets 2016: $25,934,587Liabilities 2016: $4,150,395Net Assets 2016: $21,784,1922016Assets 2017: $26,387,168Liabilities 2017: $4,148,519Net Assets 2017: $22,238,6492017Assets 2018: $24,847,329Liabilities 2018: $3,419,983Net Assets 2018: $21,427,3462018Assets 2019: $26,195,059Liabilities 2019: $2,804,236Net Assets 2019: $23,390,8232019Assets 2020: $29,075,467Liabilities 2020: $3,495,375Net Assets 2020: $25,580,0922020Assets 2021: $34,639,995Liabilities 2021: $6,034,085Net Assets 2021: $28,605,9102021Assets 2022: $33,023,504Liabilities 2022: $6,765,365Net Assets 2022: $26,258,1392022Assets 2023: $34,391,260Liabilities 2023: $6,140,227Net Assets 2023: $28,251,0332023

Highlighted filing

2014

Assets$26,086,881
Liabilities$4,844,911
Net Assets$21,241,970
Open 2014 Filing

Operations Trend

Revenue Growth33rd percentile

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

$20M$10M$0-$10MExpenses 2011: $10,305,4262011Revenue 2012: $11,538,178Expenses 2012: $10,726,251Net Income 2012: $811,9272012Revenue 2013: $10,453,888Expenses 2013: $10,282,541Net Income 2013: $171,3472013Revenue 2014: $10,408,871Expenses 2014: $10,744,017Net Income 2014: -$335,1462014Revenue 2015: $11,005,662Expenses 2015: $10,881,943Net Income 2015: $123,7192015Revenue 2016: $12,450,952Expenses 2016: $11,826,739Net Income 2016: $624,2132016Revenue 2017: $12,761,909Expenses 2017: $12,307,452Net Income 2017: $454,4572017Revenue 2018: $11,855,258Expenses 2018: $12,666,561Net Income 2018: -$811,3032018Revenue 2019: $14,793,332Expenses 2019: $12,829,855Net Income 2019: $1,963,4772019Revenue 2020: $15,039,528Expenses 2020: $12,850,259Net Income 2020: $2,189,2692020Revenue 2021: $16,270,483Expenses 2021: $13,244,665Net Income 2021: $3,025,8182021Revenue 2022: $12,177,232Expenses 2022: $14,525,003Net Income 2022: -$2,347,7712022Revenue 2023: $17,951,011Expenses 2023: $15,958,117Net Income 2023: $1,992,8942023

Highlighted filing

2014

Revenue$10,408,871
Expenses$10,744,017
Net Income-$335,146
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 27, 2015
Return Version
2014v5.0
Gross Receipts
$14,516,032
Mission and Program Overview

Mission

The congregational home is an extension of the mission of first congregational church. Its purpose is to create and maintain a caring community for the elderly which offers housing, health care and other services. The home declares it important to respect and honor the dignity of each individual resident, to maintain superior quality facilities and programming, to consider services that can be delivered into the community, and to maintain financial stability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,414,328$13,432,477▲ $18,149
Investments in Publicly Traded Securities$10,764,499$10,664,383▼ $100,116
Accounts Receivable$805,386$1,146,109▲ $340,723
Savings and Temporary Cash Investments$479,520$434,739▼ $44,781
Cash and Non-Interest-Bearing Accounts$754,408$301,669▼ $452,739
Prepaid Expenses and Deferred Charges$111,850$75,013▼ $36,837
Inventories for Sale or Use$33,565$32,491▼ $1,074
Total Assets$26,363,556$26,086,881▼ $276,675
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,924,916$2,865,855▲ $940,939
Other Liabilities$1,493,609$1,457,693▼ $35,916
Accounts Payable and Accrued Expenses$1,147,125$521,363▼ $625,762
Total Liabilities$4,565,650$4,844,911▲ $279,261
Net Assets / Fund Balance
Unrestricted Net Assets$16,644,247$15,877,050▼ $767,197
Temporarily Rstr Net Assets$4,384,746$4,596,007▲ $211,261
Permanently Rstr Net Assets$768,913$768,913→ $0
Total Net Assets Fund Balance$21,797,906$21,241,970▼ $555,936
Total Liabilities and Net Assets / Fund Balance$26,363,556$26,086,881▼ $276,675

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,703,281$8,012,259$18,715,540
Equipment$1,529,296$4,264,388$5,793,684
Other Land Buildings$418,856$481,737$900,593
Land$781,044-$781,044
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles T NelsonPresidentFT$225,004$21,006$246,010
Darlette KleinmannNursingFT$106,471$15,032$121,503

Board Members and Trustees

NameTitle
Tom GalfanoChair
John DragisicVice Chair
Amanda KrauseBoard Member
Doug JacobsonBoard Member
Eugene GuszkowskiBoard Member
Gretchen HenryBoard Member
Jane BoydBoard Member
Matt JeideBoard Member
Michael D SimmonsBoard Member
Pat ReddyBoard Member
Rebecca a Haefner MdBoard Member
Rev William TrumpBoard Member
Sharon KoeningsBoard Member
William R CummingsBoard Member
Fr James BrackinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$349,627
Program Service Revenue
$9,542,782
Investment Income
$515,957
Other Revenue
$505
All Other Contributions
$349,627
Change in Net Assets
$-335,146

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,408,871
Revenue Not Reported on Form 990
$-13,076
Total Revenue per Audited Statements
$10,395,795
Total Revenue per Form 990
$10,408,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,055,688
Other Expenses$3,688,329
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,863,243$569,103-$5,432,346
Depreciation Depletion$850,723$44,775-$895,498
Other Employee Benefits$687,827$106,939-$794,766
All Other Expenses$330,906$123,383-$454,289
Payroll Taxes$383,726$62,658-$446,384
Occupancy$412,113$21,690-$433,803
Other Expenses$316,119$86,891-$316,119
Current Officers, Directors, Trustees, and Key Employees-$246,010-$246,010
Fees for Services Other$145,976$26,301-$172,277
Pension Plan Contributions$130,504$5,678-$136,182
Interest$40,887$2,152-$43,039
Fees for Services Accounting-$26,350-$26,350
Advertising$19,767--$19,767
Conferences and Meetings$3,140$1,326-$4,466
Total Functional Expenses$9,420,761$1,323,256$0$10,744,017

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,951,731
Expenses per Audited Statements$10,744,017
Total Expenses per Form 990$10,744,017
Expenses Not Reported on Form 990$207,714
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 Entrance Fees$1,428,343
Leased Equipment Liability$29,350
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
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 2

“Gretchen henry john dragisic board member vice chair married”

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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is monitored and enforced by the board of directors. If the board reasonably believes that a director or officer has failed to disclose either an actual or potential conflict of interest, or all material facts surrounding an actual or possible conflict as required, the director or officer will be given an opportunity to expain such alleged failure to diclose. After hearing the response the board will conduct such additional investigation as may be appropriate. If the board determines that the director or officer has failed the requirements to disclose, the board shall take appropriate disciplinary or corrective action.”

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

“The board has a compensation committee that reviews and approves the compensation for the president.”

Form 990, Page 6, Part VI, Line 19

“The board makes copies of its audited financial statements, conflict of interest policy, and form 990 available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Congregational Home Inc
EIN
39-1167483
Phone
2627810550
Address
3150 LILLY RD, BROOKFIELD, WI 53005

Signing Officer

Name
Charles T Nelson
Title
President
Phone
2627810550
Signed
2015-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles T Nelson
Formed
1973
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
12
Employees
241
Volunteers
110

Preparer

Firm
Komisar Brady & Co Llp
Address
135 SOUTH 84TH ST STE 200, MILWAUKEE, WI 53214
Preparer
Kathryn L Bennett
Phone
4142713966
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The congregational home is an extension of the mission of first congregational church. Its purpose is to create and maintain a caring community for the elderly which offers housing, health care and other services. The home declares it important to respect and honor the dignity of each individual resident, to maintain superior quality facilities and programming, to consider services that can be delivered into the community, and to maintain financial stability.”

Form 990, Part XI, Line 9

“Loss on sale of assets 207,714 loss on sale of assets -207,714”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization follows the provisions of fasb asc 740-10, income taxes, which clarifies the accounting for uncertainty in income taxes recognized in the organization's financial statements and prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The provisions of fasb asc 740-10 do not have an effect on the organization.”

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

“Loss on sale of assets 207,714”

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

“Loss on sale of assets 207,714”

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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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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,086,881
Liabilities
$4,844,911
Net assets
$21,241,970
Revenue
$10,408,871
Expenses
$10,744,017
Net income
-$335,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.4$6.14$28.3$18.0$16.0$1.99
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.0$6.77$26.3$12.2$14.5$2.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.6$6.03$28.6$16.3$13.2$3.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$3.50$25.6$15.0$12.9$2.19
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$26.2$2.80$23.4$14.8$12.8$1.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.8$3.42$21.4$11.9$12.7$0.81
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.4$4.15$22.2$12.8$12.3$0.45
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$4.15$21.8$12.5$11.8$0.62
2015Detailed filing. Detailed filing data is available for this year.$26.2$5.03$21.2$11.0$10.9$0.12
2014Detailed filing. Detailed filing data is available for this year.$26.1$4.84$21.2$10.4$10.7$0.34
2013Detailed filing. Detailed filing data is available for this year.$26.4$4.57$21.8$10.5$10.3$0.17
2012Summary only. Only limited summary data is available for this year.$23.3$2.15$21.2$11.5$10.7$0.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$1.76$19.9$10.3