Convivial Learning INC EIN 31-0958968 Form 990 (PDF) Claim this org

Convivial Learning INC

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Educates young children with a whole-person approach. For fiscal year 2024 it reported $825K in revenue, $669K in expenses, and $566K in net assets.Pt I

Founded
1979
Type
Public charity (501(c)(3)) · Education
Location
Yellow Springs, OH
Website
www.antiochschool.org
Filings
5 on file (2020–2024)
Revenue
$825KFY2024
Expenses
$669K
Net assets
$566K
People
9
Filings
5
Updates
0
More identity details & actions ⌄
EIN  31-0958968 Public charity (501(c)(3)) Yellow Springs, OH Founded 1979
Form 990 (PDF)
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Size
$100K–1M
What they do
Educates young children with a whole-person approach.
Leadership
Cami Carrigg · Board Chair
Money in and out
$825K revenue, $669K expenses
Bottom line
84% program efficiency
Where the money goes · FY2024
Total revenue
$825K
Pt VIII · Ln 12
Total expenses
$669K
Pt IX · Ln 25
Net assets
$566K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $157K
Where spending went · Part IX cols B–D
Program services $0.84 Management & general $0.09 Fundraising $0.07
Program efficiency
84%
of spending reaches programs▲ +2% vs prior filing year
Operating runway
1.4mo
months of highly liquid reserves at operating expense rate▼ -30% vs prior filing year
Surplus margin
+19%
revenue over expenses, this year▲ +417% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$825K
FY2024▲ +2%
Expenses
$669K
FY2024▼ -14%
Total assets
$708K
FY2024▲ +44%
Total liabilities
$142K
FY2024▲ +74%
Total revenue
$825K
Pt VIII · Ln 12
Total expenses
$669K
Pt IX · Ln 25
Net assets
$566K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$157K
Total assetsPt X · Ln 16$708K
Program-expense ratioPt IX · col B84%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 44

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CConvivial Learning INC
EINHdr · item D31-0958968
Principal addressHdr · item CYellow Springs, OH
WebsiteHdr · item Jwww.antiochschool.org
Year of formationHdr · item L1979
State of legal domicileHdr · item MOH
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFEducation (B21Z)
Ruling yearIRS BMFApr 1980

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a8
Independent voting membersPt VI · Ln 1b4
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Board Chair
$0Pt VII · Sec A
Faculty Memb
$0Pt VII · Sec A
Community Re
$0Pt VII · Sec A
$0Pt VII · Sec A
Faculty Memb
$0Pt VII · Sec A
Parent Membe
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

1 program service account for $562K of program spending, described in the organization's own filed words · FY2024.
01

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.

$562Kprogram expense

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Statement of Revenue

Part VIII
Program service revenue$457K · 55%
Contributions & grants$360K · 44%
Investment income$7K · 1%
Program service revenue55%$457K
Contributions & grants44%$360K
Investment income1%$7K
Other revenue$2K
— government grantsLn 1e$22K
Total revenueLn 12$825K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.84 Management & general $0.09 Fundraising $0.07
Program services84%$562K
Management & general9%$59K
Fundraising7%$48K
Total functional expensesLn 25$669K

Balance Sheet

Part X · end of year
CashLn 1$68K
Total assetsLn 16$708K
Total liabilitiesLn 26$142K
Total net assetsLn 32$566K
Months of cash on handcomputed1.2

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $78K · Operating expenses/yr $669K
1.4 months
Where the money goes
Program services
Program services $562K · Total expenses $669K
84%
Management & General
Management & general $59K · Total expenses $669K
9%
Fundraising
Fundraising $48K · Total expenses $669K
7%
Cost to raise $1
Fundraising expense (3-yr avg) $55K · Solicited contributions (3-yr avg) $153K
$0.36 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $360K · Total revenue $825K
44%
Government reliance
Government grants $22K · Total revenue $825K
3%
Earned-income share
Program service revenue $457K · Total revenue $825K
55%
Investment reliance
Investment income $7K · Total revenue $825K
+0.8%
Program self-sufficiency
Program service revenue $457K · Total expenses $669K
68%
Growth & trend
Revenue growth (YoY)
This year $825K · Prior year $807K
+2%
Revenue CAGR
FY2019 $566K · FY2024 $825K
+8%
Net-asset trend (YoY)
End of year $566K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $825K · Expenses $669K
+19%
Liabilities-to-Assets
Total liabilities — · Total assets $708K
Net-asset ratio
Net assets $566K · Total assets $708K
80%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $10K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $708K
1%
People & payroll
Highest Reported Total Compensation
Individual Cami Carrigg · Reported title BOARD CHAIR · Highest reported compensation $0 · Total expenses $669K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $483K · Total expenses $669K
72%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 84%
Overhead ratio 9%
Fundraising cost ratio 13%
Revenue growth 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$3K
Grants paid · 5 grants · $325K · 2019–2023
Unitemized GrantFY2023$71,108
Unitemized GrantFY2022$89,372
Unitemized GrantFY2021$38,400
Unitemized GrantFY2020$61,257
Unitemized GrantFY2019$65,356

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$807K revenue · ⤓ 990 PDF
FY2023$758K revenue · ⤓ 990 PDF
FY2022$655K revenue · ⤓ 990 PDF
FY2021$484K revenue · ⤓ 990 PDF
FY2020$566K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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