Convivial Learning Inc
Nonprofit profile at a glance
- EIN
- 310958968
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Yellow Springs, OH, USA
- Phone
- 9377677642
- Rating
- 71
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Kindergarten, Preschool, Nursery School, Early Admissions
Reported finances
- Revenue
- $825,185
- Expenses
- $668,655
- Assets
- $708,283
- Liabilities
- $141,998
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
People named in this filing
- CAMI CARRIGG (BOARD CHAIR)
- SALLY DENNIS (FACULTY MEMB)
- RUTH HOFF (COMMUNITY RE)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Private alternative school providing education services to children between the ages of 3 to 11 in a whole person approach.
What it reported doing in 2024
The school's aim is to develop children between the ages of 3 to 11 in a "whole person" approach to their individual capacity, socially, intellectually, emotionally, and physically. The enrollment was approximately 61 students.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 92% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of voting board members are independent and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 69
- Transparency & Controls: 94
- Accountability: 53
- Sustainability: 61
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 68.3%; rating input score 68
- Program expense ratio: 84%; rating input score 84
- Fundraising efficiency: $7.44 raised per $1 spent on fundraising; rating input score 28; 28th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 50%; rating input score 50; 11th percentile among comparable filings
- Governance controls: 4 of 7 controls in place; rating input score 57
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 19%; rating input score 75; 75th percentile among comparable filings
- Total-asset coverage ratio: 1.06; rating input score 44; 44th percentile among comparable filings
- Liabilities to assets ratio: 0.2; rating input score 31; 31st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings
Growth
- Program expense growth: -0.3% per year; rating input score 0; 17th percentile among comparable filings
- Revenue growth: 1.7% per year; rating input score 100; 23rd percentile among comparable filings
- Asset growth: -2.6% per year; rating input score 0; 10th percentile among comparable filings
Details
- Where the money goes: 68.3% of revenue deployed · 84% of spending went to programs
- Governance: 4 of 8 board members independent · 4 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $562K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 27 of 27 current checks pass
- Schedules: 7 filed schedules · includes major donors and grants
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Independent voting board scored 50/100.
- High — Financial Efficiency: Fundraising efficiency scored 28/100.
- Review — Accountability: Governance controls: 2 of 6 not reported.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 44/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 31/100.