Civic Intelligence

Convivial Life Inc

EIN 86-2680259 • 501(c)3 • Venice, FL

Profile

Convivial life is a mission-driven organization established to offer vibrant senior living communities that promote an active lifestyle and opportunities to enjoy life at its fullest. We cherish building long-lasting relationships with our valued residents, associates, their families, and neighbors as we seek to make a positive impact in our local communities and around the globe.

3799 Cadbury Circle 208Venice, FL 34293

conviviallife.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.35x

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

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

Liabilities / Revenue

100th percentile

3743.79x

Higher debt load relative to revenue than 100% of similar nonprofits.

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

Net Margin

1st percentile

-97606%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$167,928,176

Up $6,792,035 (+4.2%) from 2022

Liabilities

Up

$185,915,007

Up $16,705,835 (+9.9%) from 2022

Net Assets

Down

-$17,986,831

Down $9,913,800 (-123%) from 2022

Operations
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$23,221,555

Up $9,388,889 (+68%) from 2022

Expenses

Up

$38,182,993

Up $13,172,155 (+53%) from 2022

Net Income

Down

-$14,961,438

Down $3,783,266 (-34%) from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200M$100M$0-$100MAssets 2021: $586,760Liabilities 2021: $793,684Net Assets 2021: -$206,9242021Assets 2022: $161,136,141Liabilities 2022: $169,209,172Net Assets 2022: -$8,073,0312022Assets 2023: $167,928,176Liabilities 2023: $185,915,007Net Assets 2023: -$17,986,8312023

Highlighted filing

2023

Assets$167,928,176
Liabilities$185,915,007
Net Assets-$17,986,831
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20MRevenue 2021: $212Expenses 2021: $207,136Net Income 2021: -$206,9242021Revenue 2022: $13,832,666Expenses 2022: $25,010,838Net Income 2022: -$11,178,1722022Revenue 2023: $23,221,555Expenses 2023: $38,182,993Net Income 2023: -$14,961,4382023

Highlighted filing

2023

Revenue$23,221,555
Expenses$38,182,993
Net Income-$14,961,438
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$167,928,176
Liabilities
$185,915,007
Net assets
-$17,986,831
Revenue
$23,221,555
Expenses
$38,182,993
Net income
-$14,961,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$168$186$18.0$23.2$38.2$15.0
2022Detailed filing. Detailed filing data is available for this year.$161$169$8.07$13.8$25.0$11.2
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.79$0.21$0.00$0.21$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2025
Return Version
2023v6.0
Gross Receipts
$23,221,555
Mission and Program Overview

Mission

Convivial life is a mission-driven organization established to offer vibrant senior living communities that promote an active lifestyle and opportunities to enjoy life at its fullest. We cherish building long-lasting relationships with our valued residents, associates, their families, and neighbors as we seek to make a positive impact in our local communities and around the globe.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$119,658,071$124,802,182▲ $5,144,111
Intangible Assets$29,266,899$25,382,267▼ $3,884,632
Cash and Non-Interest-Bearing Accounts$2,375,793$6,646,793▲ $4,271,000
Savings and Temporary Cash Investments$4,523,817$6,642,635▲ $2,118,818
Accounts Receivable$1,618,904$1,015,602▼ $603,302
Investments Other Securities$2,098,366$930,356▼ $1,168,010
Prepaid Expenses and Deferred Charges$447,319$703,455▲ $256,136
Inventories for Sale or Use$27,778$37,940▲ $10,162
Total Assets$161,136,141$167,928,176▲ $6,792,035
Other Assets Total$1,119,194$1,766,946▲ $647,752
Liabilities
Mortgage Notes Payable Secured by Investment Property$80,111,741$73,655,334▼ $6,456,407
Tax Exempt Bond Liabilities$49,950,000$60,450,000▲ $10,500,000
Deferred Revenue$32,381,476$39,909,543▲ $7,528,067
Accounts Payable and Accrued Expenses$4,339,295$7,116,168▲ $2,776,873
Other Liabilities$2,372,587$4,434,576▲ $2,061,989
Escrow Account Liability$54,073$349,386▲ $295,313
Total Liabilities$169,209,172$185,915,007▲ $16,705,835
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-8,073,031$-17,986,831▼ $9,913,800
Total Net Assets Fund Balance$-8,073,031$-17,986,831▼ $9,913,800
Total Liabilities and Net Assets / Fund Balance$161,136,141$167,928,176▲ $6,792,035

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$105,269,575$5,686,763$110,956,338
Land$10,097,388-$10,097,388
Other Land Buildings$6,631,501-$6,631,501
Equipment$2,803,718$1,396,577$4,200,295
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Bruce R Grindrod JrBoard Chair & CEO
Judah RonchVice Chair
Cedric RichnerAt-large Trustee
Dr Gretchen RameyAt-large Trustee
Greg Roberts EsqAt-large Trustee
Jeffrey MetzgerSecretary & Treas

Highest Paid Contractors

ContractorServicesLocationCompensation
Millers' Coastline Construction LLCRenovation Contractor1050 SHILO RD, Sarasota, FL 34240$5,038,514
Lifestar Management Jacaranda Trace LLCManagement Of Senior Living Services3799 CADBURY CIRCLE SUITE 208, Venice, FL 34293$730,049
Lifestar Management Jensen Beach LLCManagement Of Senior Living Services3799 CADBURY CIRCLE SUITE 208, Venice, FL 34293$380,898
Revenue and Support

Revenue Composition

Contributions and Grants
$24,046
Program Service Revenue
$23,036,064
Investment Income
$161,445
Other Revenue
$0
All Other Contributions
$24,046
Change in Net Assets
$-14,961,438
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,813,692
Salaries, Compensation, and Employee Benefits$2,363,026
Grants and Similar Amounts Paid$6,275
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$9,628,249$193,000-$9,821,249
Depreciation Depletion$7,134,754$145,248-$7,280,002
Fees for Services Other$2,446,135$247,480-$2,693,615
Occupancy$1,986,868$44,318-$2,031,186
Office Expenses$1,841,720$140,169-$1,981,889
Other Employee Benefits$259,381$769,941-$1,029,322
Fees for Services Management-$987,347-$987,347
Other Expenses$807,405--$807,405
Advertising$801,962--$801,962
Payroll Taxes$190,918$566,717-$757,635
Other Salaries and Wages$112,892$335,108-$448,000
Insurance$413,014--$413,014
Information Technology-$248,436-$248,436
Fees for Services Accounting-$139,894-$139,894
Pension Plan Contributions$32,272$95,797-$128,069
Fees for Services Legal-$74,691-$74,691
All Other Expenses-$41,346-$41,346
Conferences and Meetings-$37,883-$37,883
Travel-$30,332-$30,332
Grants to Domestic Orgs$6,275--$6,275
Total Functional Expenses$34,085,286$4,097,707$0$38,182,993
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
Deferred Acquisition Fee$3,365,289
Due to Affliates$1,069,287

Bond Issues

BondIssuerIssuedIssue PricePurpose
AFlorida Development Finance Corporation2022-01-20$33,461,094Acquisition, installation, and equipping of facilities
BFlorida Development Finance Corporation2022-06-22$15,650,000Acquisition, installation, and equipping of facilities
CFlorida Development Finance Corporation2023-12-28$10,500,000Capital expenditure reimbursement

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$33,461,094--$669,222
B$15,650,000--$312,500
C$9,975,000--$199,500

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Lifestar management jacaranda trace llc - provided management and professional services to convivial jacaranda trace llc with management fees of $730,049. Lifestar management jensen beach llc - provided management and professional services to the cabana at jensen dunes llc with management fees accrued of $380,898. This committee shall be made up of the elected officers of the corporation. It shall function as the governing body between board dates and shall present all programmatic and policy interim actions to the board at its next meeting.”

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

“The procedure is to provide a draft of the 990 by email for review and comment prior to filing the form. We will also conduct an in-person or remote meeting to provide explanations of the information on the form prior to filing with the irs.”

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

“This policy is designed to help trustees, officers, employees, and other related parties identify situations that present potential conflicts of interest and to provide a procedure that, if observed, allows a transaction to be treated as valid and binding even though a trustee, officer, or employee has or may have a conflict of interest with respect to the transaction. If there is any inconsistency between the requirements and procedures prescribed herein and federal or state law, the law shall control.”

Form 990, Part VI, Section C, Line 18

“The organization's financials will be available upon request.”

Form 990, Part VI, Section C, Line 19

“Financial statements are available to the public online as well as upon request.”

Filing and Contact Details

Filer

Filer Name
Convivial Life Inc
EIN
86-2680259
Phone
9412603928
Address
3799 CADBURY CIRCLE 208, VENICE, FL 34293

Signing Officer

Name
Bruce R Grindrod Jr
Title
Board Chair & CEO
Phone
9412603928
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce R Grindrod Jr
Formed
2021
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
85

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 900, ORLANDO, FL 32801
Preparer
Tina Henton
Phone
4078021200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of derivative instruments -1,168,010. Equity transfer 8,137,708. Accreted interest -1,994,055.”

Financial Statement Notes

PART X, LINE 2:

“The organization received its determination letter from the internal revenue service on july 6, 2021 as a nonprofit organization as described in section 501(c)(3) of the internal revenue code (irc) and is exempt from state and federal income taxes on related income pursuant to section 501(a) of the irc. The organization applies the income tax standard for uncertain tax positions. This standard clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements in accordance with the income tax standard. This standard prescribes recognition and measurement of tax positions taken or expected to be taken on a tax return that are not certain to be realized. The organization's income tax returns are subject to review and examination by federal, state, and local authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status and it is not aware of any activities that are subject to tax on unrelated business income or excise or other tax except for those that are already reported annually.”

Raw XML AppendixShowing 400 of 649 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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IRS990/MissionDesc0CONVIVIAL LIFE IS A MISSION-DRIVEN ORGANIZATION ESTABLISHED TO OFFER VIBRANT SENIOR LIVING COMMUNITIES THAT PROMOTE AN ACTIVE LIFESTYLE AND OPPORTUNITIES TO ENJOY LIFE AT ITS FULLEST. WE CHERISH BUILDING LONG-LASTING RELATIONSHIPS WITH OUR VALUED RESIDENTS, ASSOCIATES, THEIR FAMILIES, AND NEIGHBORS AS WE SEEK TO MAKE A POSITIVE IMPACT IN OUR LOCAL COMMUNITIES AND AROUND THE GLOBE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherExpensesGrp/Desc0CULINARY AND DINING SER
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IRS990/OtherExpensesGrp/Desc2CLUB CARE HOME HEALTH E
IRS990/OtherExpensesGrp/Desc3ACTIVITIES & TRANSPORTA
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IRS990/OtherExpensesGrp/ProgramServicesAmt2895293
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/QuidProQuoContributionsInd00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03365289
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11069287
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED ACQUISITION FEE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFLIATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVED ITS DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE ON JULY 6, 2021 AS A NONPROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM STATE AND FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION APPLIES THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS AND IT IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAX EXCEPT FOR THOSE THAT ARE ALREADY REPORTED ANNUALLY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
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IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd10
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