Civic Intelligence

Convergence Integrated Care

990 • Fiscal year 2021 • EIN 84-3899696

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

2038 Ford Pkwy Suite 453Saint Paul, MN 55116

(651) 571-0515

Siviq Scores

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

Liabilities / Assets

56th percentile

0.04x

Higher debt load relative to assets than 56% of similar nonprofits.

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

Liabilities / Revenue

56th percentile

0.05x

Higher debt load relative to revenue than 56% of similar nonprofits.

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

Net Margin

90th percentile

59%

Higher net margin than 90% 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

92nd percentile

116%

Faster asset growth than 92% of similar nonprofits.

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

Revenue Growth

83rd percentile

83%

Faster revenue growth than 83% of similar nonprofits.

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

Assets

Up

$906,288

Up $486,217 (+116%) from 2020

Net Assets

Up

$867,306

Up $547,235 (+171%) from 2020

Liabilities

Down

$38,982

Down $61,018 (-61%) from 2020

Revenue

Up

$762,329

Up $346,302 (+83%) from 2020

Expenses

Up

$315,942

Up $219,985 (+229%) from 2020

Net Income

Up

$446,387

Up $126,317 (+39%) 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 2020: $420,071Liabilities 2020: $100,000Net Assets 2020: $320,0712020Assets 2021: $906,288Liabilities 2021: $38,982Net Assets 2021: $867,3062021Assets 2022: $977,715Liabilities 2022: $60,102Net Assets 2022: $917,6132022Assets 2023: $747,624Liabilities 2023: $13,127Net Assets 2023: $734,4972023Assets 2024: $693,491Liabilities 2024: $31,880Net Assets 2024: $661,6112024

Highlighted filing

2021

Assets$906,288
Liabilities$38,982
Net Assets$867,306

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2020: $416,027Expenses 2020: $95,957Net Income 2020: $320,0702020Revenue 2021: $762,329Expenses 2021: $315,942Net Income 2021: $446,3872021Revenue 2022: $737,697Expenses 2022: $687,390Net Income 2022: $50,3072022Revenue 2023: $583,957Expenses 2023: $767,073Net Income 2023: -$183,1162023Revenue 2024: $676,127Expenses 2024: $749,013Net Income 2024: -$72,8862024

Highlighted filing

2021

Revenue$762,329
Expenses$315,942
Net Income$446,387
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$762,329
Mission and Program Overview

Mission

The mission of Convergence Integrated Care is to promote better mental health and chemical health and improve the quality of mental health and substance use treatment for patients.

To transform community behavioral health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$100,005$735,658▲ $635,653
Accounts Receivable$320,065$170,630▼ $149,435
Total Assets$420,070$906,288▲ $486,218
Liabilities
Deferred Revenue$100,000--
Accounts Payable and Accrued Expenses$0$38,982▲ $38,982
Total Liabilities$100,000$38,982▼ $61,018
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$320,070$867,306▲ $547,236
Total Net Assets Fund Balance$320,070$867,306▲ $547,236
Total Liabilities and Net Assets / Fund Balance$420,070$906,288▲ $486,218
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy WardPresident (as of May '21)
Gary HirdPresident (thru Apr. '21)
Trevor JohnsonVice President (as of May '21)
Joe ManuelVice President (thru Apr. '21)
Jill Weidemann-WestBoard Member
Laura VaughnBoard Member
Matt EastwoodBoard Member
Rick LeeBoard Member
Sarah AckermanBoard Member
Shauna ReitmeierBoard Member
Jin Lee PalenExecutive Director
Ann HendersonSecretary (as of May '21)
Janis AllenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Minnesota Association of Community MentaAdministrative Services2038 Ford Pkwy Box 453, St Paul, MN 55116$216,375
Revenue and Support

Revenue Composition

Contributions and Grants
$758,940
Program Service Revenue
$3,373
Investment Income
$16
Other Revenue
$0
All Other Contributions
$2,000
Change in Net Assets
$446,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$315,942
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$207,720$8,655-$216,375
Other Expenses$78,309$3,263-$81,572
Fees for Services Other$3,356$3,356-$6,712
Occupancy$3,100$3,100-$6,200
Fees for Services Legal-$3,356-$3,356
Office Expenses$446$445-$891
Insurance$418$418-$836
Total Functional Expenses$293,349$22,593$0$315,942
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, line 3

The Executive Director, Jin Lee Palen, is employed by Minnesota Association of Community Mental Health Programs, Inc, (MACMHP) an unrelated organization, for services as Executive Director for Convergence Integrated Care (CIC). CIC reimbursed MACMHP $55,050 in compensation and benefits during 2021.

Form 990, Part VI, Section A, line 6

The members of Convergence Integrated Care (CIC) are Minnesota-based nonprofit corporations meeting all of the following criteria: A) Are currently, and remain, members of the Minnesota Association of Community Mental Health Programs, B) Affirmatively elect to join CIC by executing the IPA Participation Agreement and make the corresponding capital contribution as determined by the Board of Directors; and C) Satisfy all other membership requirements as laid out in the CIC Articles of Incorporation, Bylaws, IPA Participation Agreement, or as established by the Board.

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

The governing board of CIC is elected by the members.

Form 990, Part VI, Section B, line 11B

Form 990 and year end financial statements are reviewed by the management officials prior to filing.

Form 990, Part VI, Section B, line 12C

The Board of directors are trained annually to adhere to the conflict of interest policy and are expected to recuse themselves from decisions where a conflict of interest exists.

Form 990, Part VI, Section C, line 19

The organization does not have a policy to make these documents available.

Filing and Contact Details

Filer

Filer Name
Convergence Integrated Care
EIN
84-3899696
Phone
6515710515
Address
2038 Ford Pkwy Suite 453, Saint Paul, MN 55116

Signing Officer

Name
Jin Lee Palen
Title
Executive Director
Phone
6515710515
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jin Lee Palen
Formed
2020
Legal Domicile
Mn
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0416027
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01178356
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director, Jin Lee Palen, is employed by Minnesota Association of Community Mental Health Programs, Inc, (MACMHP) an unrelated organization, for services as Executive Director for Convergence Integrated Care (CIC). CIC reimbursed MACMHP $55,050 in compensation and benefits during 2021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The members of Convergence Integrated Care (CIC) are Minnesota-based nonprofit corporations meeting all of the following criteria: A) Are currently, and remain, members of the Minnesota Association of Community Mental Health Programs, B) Affirmatively elect to join CIC by executing the IPA Participation Agreement and make the corresponding capital contribution as determined by the Board of Directors; and C) Satisfy all other membership requirements as laid out in the CIC Articles of Incorporation, Bylaws, IPA Participation Agreement, or as established by the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing board of CIC is elected by the members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 and year end financial statements are reviewed by the management officials prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board of directors are trained annually to adhere to the conflict of interest policy and are expected to recuse themselves from decisions where a conflict of interest exists.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The organization does not have a policy to make these documents available.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
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IRS990/StatesWhereCopyOfReturnIsFldCd0MN
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0906288
IRS990/TotalAssetsGrp/BOYAmt0420070
IRS990/TotalAssetsGrp/EOYAmt0906288
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0758940
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022593
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0293349
IRS990/TotalFunctionalExpensesGrp/TotalAmt0315942
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IRS990/TotalLiabilitiesBOYAmt0100000
IRS990/TotalLiabilitiesEOYAmt038982
IRS990/TotalLiabilitiesGrp/BOYAmt0100000
IRS990/TotalLiabilitiesGrp/EOYAmt038982
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0320070
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0867306
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0293349
IRS990/TotalProgramServiceRevenueAmt03373
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03373
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0762329
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0420070
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0906288
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02038 Ford Pkwy Suite 453
IRS990/USAddress/CityNm0Saint Paul
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055116
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0https://www.macmhp.org/about-cic
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jin Lee Palen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06515710515
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Convergence Integrated Care
ReturnHeader/Filer/BusinessNameControlTxt0CONV
ReturnHeader/Filer/EIN0843899696
ReturnHeader/Filer/PhoneNum06515710515
ReturnHeader/Filer/USAddress/AddressLine1Txt02038 Ford Pkwy Suite 453
ReturnHeader/Filer/USAddress/CityNm0Saint Paul
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055116
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eide Bailly LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 Nicollet Mall Ste 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minneapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554027033
ReturnHeader/PreparerPersonGrp/PhoneNum06122536500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deb Nelson CPA
ReturnHeader/ReturnTs02022-11-18T14:11:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jin

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