Jewett City Savings Bank Foundation Inc

Jewett City Savings Bank Foundation maintains strong asset growth and low expenses with no officer compensation.

EIN: 134242396 · Jewett City, CT · NTEE: T22 · Updated: 2026-03-28

$1.4MRevenue
$2.7MAssets
92/100Mission Score (Excellent)
T22

Is Jewett City Savings Bank Foundation Inc Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Jewett City Savings Bank Foundation Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Jewett City Savings Bank Foundation Inc

Jewett City Savings Bank Foundation Inc (EIN: 134242396) is a nonprofit organization based in Jewett City, CT, classified under NTEE code T22. The organization reported total revenue of $1.4M and total assets of $2.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jewett City Savings Bank Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

23Years Operating
Mid-SizeSize Classification
10Years of Filings
MixedRevenue Trajectory

Jewett City Savings Bank Foundation Inc is a mid-size nonprofit that has been operating for 23 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 26.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$576K
Total Expenses$97K
Surplus / Deficit+$479K
Total Assets$2.5M
Total Liabilities$48K
Net Assets$2.4M
Operating Margin83.1%
Debt-to-Asset Ratio2.0%
Months of Reserves303.1 months

Financial Health Grade: A

In 2023, Jewett City Savings Bank Foundation Inc reported a surplus of $479K with revenue exceeding expenses, holds 303.1 months of operating reserves (strong position), has a debt-to-asset ratio of 2.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), Jewett City Savings Bank Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 26.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+1332.8%-17.3%+24.9%
2022-93.3%+69.7%-9.8%
2021+2199.5%+1.7%+48.5%
2020+9.7%-11.0%+0.4%
2019-31.1%-9.6%-1.7%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2003

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Jewett City Savings Bank Foundation Inc demonstrates a strong financial position, consistently maintaining significant assets relative to its annual expenses. For instance, in 2023, the foundation reported assets of $2,455,899 against expenses of $97,246, indicating substantial reserves. The organization's revenue streams appear somewhat volatile, with significant fluctuations year-over-year (e.g., $576,463 in 2023 vs. $40,234 in 2022), which is common for foundations relying on investment income or periodic large contributions. However, expenses have remained relatively stable and low, suggesting efficient operational management. The consistent reporting of 0% officer compensation across all filings indicates a commitment to directing funds towards its mission rather than executive salaries, enhancing its spending efficiency and transparency. The foundation's financial health is robust, with assets growing from $1,015,758 in 2011 to $2,455,899 in 2023. This growth, coupled with low liabilities (e.g., $48,453 in 2023), points to a well-managed and financially secure entity. The consistent filing of IRS Form 990s over a decade also reflects a commitment to transparency. While specific program spending details would offer deeper insight, the overall financial picture suggests a well-stewarded organization focused on its philanthropic objectives.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Jewett City Savings Bank Foundation Inc with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, Jewett City Savings Bank Foundation Inc allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$576KTotal Revenue
$97KTotal Expenses
$2.5MTotal Assets
$48KTotal Liabilities
$2.4MNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported at 0% across all available filings, indicating that no officers receive salaries from the foundation. This is highly commendable and suggests that all operational and program expenses are directed towards the foundation's mission.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Jewett City Savings Bank Foundation Inc:

Frequently Asked Questions about Jewett City Savings Bank Foundation Inc

Is Jewett City Savings Bank Foundation Inc a legitimate charity?

Based on AI analysis of IRS 990 filings, Jewett City Savings Bank Foundation Inc (EIN: 134242396) appears legitimate. Mission Score: 92/100. 0 red flags identified, 5 strengths noted.

How does Jewett City Savings Bank Foundation Inc spend its money?

Jewett City Savings Bank Foundation Inc directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to Jewett City Savings Bank Foundation Inc tax-deductible?

Jewett City Savings Bank Foundation Inc is registered as a tax-exempt nonprofit (EIN: 134242396). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Is Jewett City Savings Bank Foundation Inc a good charity?

Based on its financial data, the foundation appears to be a very good charity. It maintains strong assets, low expenses, and reports 0% officer compensation, indicating efficient use of funds.

How has the foundation's asset base changed over time?

The foundation's assets have shown significant growth, increasing from $1,015,758 in 2011 to $2,455,899 in 2023, demonstrating strong financial stewardship.

What is the trend in the foundation's expenses?

Expenses have remained relatively low and stable over the years, fluctuating between $44,286 (2012) and $117,623 (2022), indicating consistent operational efficiency.

Does the foundation pay its officers?

No, the foundation consistently reports 0% officer compensation across all available IRS 990 filings, meaning no salaries are paid to its officers.

Filing History

IRS 990 filing history for Jewett City Savings Bank Foundation Inc showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), Jewett City Savings Bank Foundation Inc's revenue has grown by 1651.4%, moving from $33K to $576K. Total assets increased by 141.8% over the same period, from $1.0M to $2.5M. Total functional expenses rose by 31.2%, from $74K to $97K. In its most recent filing year (2023), Jewett City Savings Bank Foundation Inc reported a surplus of $479K, with revenue exceeding expenses. The organization holds $48K in liabilities against $2.5M in assets (debt-to-asset ratio: 2.0%), resulting in net assets of $2.4M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $576K $97K $2.5M $48K
2022 $40K $118K $2.0M $46K View 990
2021 $605K $69K $2.2M $83K View 990
2020 $26K $68K $1.5M $35K
2019 $24K $77K $1.5M $22K View 990
2015 $35K $85K $1.5M $9K View 990
2014 $356K $62K $1.5M $15K View 990
2013 $291K $45K $1.3M $20K View 990
2012 $30K $44K $999K $18K View 990
2011 $33K $74K $1.0M $22K View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Jewett City Savings Bank Foundation Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Jewett City Savings Bank Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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