Southbury Elderly Housing Inc

Southbury Elderly Housing Inc: Stable Operations, High Program Spending

EIN: 222515002 · Southbury, CT · Updated: 2026-04-04

$424KRevenue
$2.5MAssets
85/100Mission Score (Excellent)

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Southbury Elderly Housing Inc Financial Summary
MetricValue
Total Revenue$424K
Total Expenses$630K
Program Spending90%
Net Assets$-1,086,761
Transparency Score85/100

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Southbury Elderly Housing Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals

Southbury Elderly Housing Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Southbury Elderly Housing Inc in one place.

Form 990 Filing Summary

13 filing years are available, with latest revenue of $407K and expenses of $630K.

Revenue and Expenses

Southbury Elderly Housing Inc reported $407K in revenue and $630K in expenses, a deficit of $223K.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

85/100 mission score, 0 red flags, and 3 strengths are shown from structured and AI review.

Is Southbury Elderly Housing 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 →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
90%Program Expense
$0Grants Paid
13Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Southbury Elderly Housing Inc Expense Deployment
Program services$567K (90%)

Across stored filings, Southbury Elderly Housing Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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Southbury Elderly Housing Inc Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacyAppears LegitimateGood filing record; no red flags identified
Mission spend90% to programsExcellent
Financial durabilityGrade C13 stored filing years
Peer contextCompare with Teen Center Of Wilton IncConnecticut and category context

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Southbury Elderly Housing Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Southbury Elderly Housing Inc

Southbury Elderly Housing Inc (EIN: 222515002) is a nonprofit organization based in Southbury, CT. The organization reported total revenue of $424K and total assets of $2.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Southbury Elderly Housing Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

39Years Operating
SmallSize Classification
13Years of Filings
MixedRevenue Trajectory

Southbury Elderly Housing Inc is a small nonprofit that has been operating for 39 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -1.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$407K
Total Expenses$630K
Surplus / Deficit$-222,923
Total Assets$2.6M
Total Liabilities$3.7M
Net Assets$-1,086,761
Operating Margin-54.7%
Debt-to-Asset Ratio142.2%
Months of Reserves49.0 months

Financial Health Grade: C

In 2023, Southbury Elderly Housing Inc reported a deficit of $223K with expenses exceeding revenue, holds 49.0 months of operating reserves (strong position), has a debt-to-asset ratio of 142.2% (high leverage).

Financial Trends

Over 13 years of filings (2011–2023), Southbury Elderly Housing Inc's revenue has declined at a compound annual growth rate (CAGR) of -1.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023+1.0%+19.2%-7.1%
2022+6.4%-5.8%-3.9%
2021-42.1%+10.6%-5.7%
2020+74.0%+6.9%+5.3%
2019-0.2%+4.6%-3.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1987

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

AI Transparency Report

Southbury Elderly Housing Inc is a unknown nonprofit based in Southbury, Connecticut, with reported revenue of $424K and assets of $2.5M. Our AI analysis assigns a Mission Score of 85/100 (Excellent). Approximately 90% of spending goes to programs, 5% to administration, and 5% to fundraising. Executive compensation is not reported in available filings, suggesting a volunteer-led organization or that compensation falls below reporting thresholds. Revenue has declined -16% across 13 filing periods.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Southbury Elderly Housing Inc with a Mission Score of 85 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

  • admin: 5%
  • programs: 90%
  • fundraising: 5%

According to IRS 990 filings, Southbury Elderly Housing Inc allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. 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:

$407KTotal Revenue
$630KTotal Expenses
$2.6MTotal Assets
$3.7MTotal Liabilities
$-1,086,761Net Assets
  • The organization reported a deficit of $223K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 142.2%.

Executive Compensation Analysis

Executive compensation is not reported in available filings, suggesting a volunteer-led organization or that compensation falls below reporting thresholds.

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 Southbury Elderly Housing Inc:

  • Consistently high percentage of spending on programs (90%), directly supporting its mission.
  • Stable revenue and asset base over several years, indicating financial resilience.
  • Low administrative and fundraising costs (5% each), maximizing resources for beneficiaries.

Frequently Asked Questions about Southbury Elderly Housing Inc

Is Southbury Elderly Housing Inc a legitimate charity?

Southbury Elderly Housing Inc (EIN: 222515002) is a registered tax-exempt nonprofit based in Connecticut. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $424K. No red flags identified. 3 strengths noted. Financial health grade: C.

How does Southbury Elderly Housing Inc spend its money?

Southbury Elderly Housing Inc directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Southbury Elderly Housing Inc tax-deductible?

Southbury Elderly Housing Inc is registered as a tax-exempt nonprofit (EIN: 222515002). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Southbury Elderly Housing Inc's spending goes to programs?

Southbury Elderly Housing Inc directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Southbury Elderly Housing Inc located?

Southbury Elderly Housing Inc is headquartered in Southbury, Connecticut and files with the IRS under EIN 222515002.

How many years of IRS 990 filings does Southbury Elderly Housing Inc have?

Southbury Elderly Housing Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $424K in total revenue.

What does Southbury Elderly Housing Inc do?

Southbury Elderly Housing Inc is a nonprofit organization in the Unknown sector, located in Southbury, Connecticut. It is classified under NTEE code Unknown.

How much revenue does Southbury Elderly Housing Inc have?

Southbury Elderly Housing Inc reported total revenue of $423,785. Based on 13 IRS 990 filings on record.

What are Southbury Elderly Housing Inc's total assets?

Southbury Elderly Housing Inc holds total assets of $2,466,756 as reported in IRS 990 filings.

Where is Southbury Elderly Housing Inc located?

Southbury Elderly Housing Inc is based in Southbury, Connecticut.

What is Southbury Elderly Housing Inc's EIN?

Southbury Elderly Housing Inc's Employer Identification Number (EIN) is 222515002. This is the unique tax ID assigned by the IRS for tax-exempt organizations.

What type of nonprofit is Southbury Elderly Housing Inc?

Southbury Elderly Housing Inc is classified under NTEE code Unknown (Unknown).

Is Southbury Elderly Housing Inc a registered 501(c)(3)?

Southbury Elderly Housing Inc appears in IRS records (EIN: 222515002). Check the IRS Tax Exempt Organization Search for the most current determination letter status.

Does Southbury Elderly Housing Inc file IRS Form 990?

Yes, Southbury Elderly Housing Inc has 13 IRS Form 990 filings on record. The most recent covers tax period 202312.

What was Southbury Elderly Housing Inc's revenue in 2023?

In the 202312 filing period, Southbury Elderly Housing Inc reported total revenue of $407,283, total expenses of $630,206, and net assets of $2,572,581.

Is Southbury Elderly Housing Inc's revenue growing or declining?

Southbury Elderly Housing Inc's revenue is relatively stable. Revenue went from $403,319 (202212) to $407,283 (202312), a +1.0% change. Based on 13 filings on record.

What is Southbury Elderly Housing Inc's most recent 990 filing?

The most recent IRS Form 990 filing for Southbury Elderly Housing Inc covers tax period 202312. It shows revenue of $407,283, expenses of $630,206, total assets of $2,572,581, and liabilities of $3,659,342.

How much does Southbury Elderly Housing Inc spend on programs vs administration?

Based on IRS 990 analysis, Southbury Elderly Housing Inc allocates approximately 90% of expenses to program services, 5% to administrative costs, and 5% to fundraising. This indicates strong program focus.

Is Southbury Elderly Housing Inc a trustworthy charity?

Based on AI analysis of IRS 990 data, Southbury Elderly Housing Inc appears trustworthy. Mission Score: 85/100 (Excellent). No red flags identified. 3 strengths noted.

What are Southbury Elderly Housing Inc's strengths?

Positive indicators for Southbury Elderly Housing Inc include: Consistently high percentage of spending on programs (90%), directly supporting its mission.. Stable revenue and asset base over several years, indicating financial resilience.. Low administrative and fundraising costs (5% each), maximizing resources for beneficiaries.. These findings are derived from AI analysis of the organization's financial filings.

How does Southbury Elderly Housing Inc compensate executives?

Executive compensation is not reported in available filings, suggesting a volunteer-led organization or that compensation falls below reporting thresholds. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.

Given the consistent 'c0%' in all filings, what does this indicate about the organization's compensation practices?

The 'c0%' likely indicates that no compensation was paid to officers, directors, trustees, or key employees, or that any compensation paid was below the IRS reporting threshold for Form 990, suggesting a volunteer-driven leadership model.

How does the organization's asset growth compare to its liabilities over the past few years?

While assets have shown some fluctuation, generally decreasing from $3,080,307 in 2017 to $2,572,581 in 2023, liabilities have remained remarkably stable around $3.6 million, indicating consistent long-term financial obligations relative to its asset base.

Filing History

IRS 990 filing history for Southbury Elderly Housing Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Southbury Elderly Housing Inc's revenue has declined by 15.7%, moving from $483K to $407K. Total assets increased by 26.2% over the same period, from $2.0M to $2.6M. Total functional expenses rose by 11.9%, from $563K to $630K. In its most recent filing year (2023), Southbury Elderly Housing Inc reported a deficit of $223K, with expenses exceeding revenue. The organization holds $3.7M in liabilities against $2.6M in assets (debt-to-asset ratio: 142.2%), resulting in net assets of $-1,086,761.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $407K $630K $2.6M $3.7M
2022 $403K $529K $2.8M $3.6M
2021 $379K $561K $2.9M $3.6M View 990
2020 $654K $507K $3.1M $3.6M
2019 $376K $475K $2.9M $3.6M View 990
2018 $377K $454K $3.0M $3.6M View 990
2017 $370K $491K $3.1M $3.6M View 990
2016 $391K $426K $1.8M $2.2M View 990
2015 $475K $516K $1.8M $2.2M View 990
2014 $488K $564K $1.9M $2.2M View 990
2013 $485K $500K $2.0M $2.2M View 990
2012 $469K $492K $2.0M $2.2M View 990
2011 $483K $563K $2.0M $2.3M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $407K, expenses of $630K, and assets of $2.6M (revenue +1.0% year-over-year).
  • 2022: Revenue of $403K, expenses of $529K, and assets of $2.8M (revenue +6.4% year-over-year).
  • 2021: Revenue of $379K, expenses of $561K, and assets of $2.9M (revenue -42.1% year-over-year).
  • 2020: Revenue of $654K, expenses of $507K, and assets of $3.1M (revenue +74.0% year-over-year).
  • 2019: Revenue of $376K, expenses of $475K, and assets of $2.9M (revenue -0.2% year-over-year).
  • 2018: Revenue of $377K, expenses of $454K, and assets of $3.0M (revenue +1.7% year-over-year).
  • 2017: Revenue of $370K, expenses of $491K, and assets of $3.1M (revenue -5.3% year-over-year).
  • 2016: Revenue of $391K, expenses of $426K, and assets of $1.8M (revenue -17.7% year-over-year).
  • 2015: Revenue of $475K, expenses of $516K, and assets of $1.8M (revenue -2.6% year-over-year).
  • 2014: Revenue of $488K, expenses of $564K, and assets of $1.9M (revenue +0.6% year-over-year).
  • 2013: Revenue of $485K, expenses of $500K, and assets of $2.0M (revenue +3.5% year-over-year).
  • 2012: Revenue of $469K, expenses of $492K, and assets of $2.0M (revenue -3.0% year-over-year).
  • 2011: Revenue of $483K, expenses of $563K, and assets of $2.0M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Southbury Elderly Housing Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Southbury Elderly Housing 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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