Civic Intelligence

Home & School Association of the Southbury Training School Inc

990EZ • Fiscal year 2024 • EIN 06-6049504

Apr 01, 2023 to Mar 31, 2024 • Filed on May 31, 2024

Organization ProfileN/A
PO Box 872Southbury, CT 06488

(646) 387-2267

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$970

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

52nd percentile

4.1%

Faster revenue growth than 52% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$229,810

Up $1,385 (+0.6%) from 2022

Net Assets

Up

$229,810

Up $1,385 (+0.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin66th percentile

Revenue

Up

$145,459

Up $11,329 (+8.4%) from 2022

Expenses

Up

$126,854

Up $41,497 (+49%) from 2022

Net Income

Down

$18,605

Down $30,168 (-62%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2022: $228,425Liabilities 2022: $0Net Assets 2022: $228,4252022Assets 2024: $229,810Liabilities 2024: $0Net Assets 2024: $229,8102024Assets 2025: $239,344Net Assets 2025: $239,3442025

Highlighted filing

2024

Assets$229,810
Liabilities$0
Net Assets$229,810
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0Revenue 2022: $134,130Expenses 2022: $85,357Net Income 2022: $48,7732022Revenue 2024: $145,459Expenses 2024: $126,854Net Income 2024: $18,6052024Revenue 2025: $124,418Expenses 2025: $114,884Net Income 2025: $9,5342025

Highlighted filing

2024

Revenue$145,459
Expenses$126,854
Net Income$18,605
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
May 31, 2024
Return Version
2023v5.1
Gross Receipts
$145,459
Mission and Program Overview

Mission

Our mission is to improve the quality of life for the individuals living at Southbury Training School, preserve their home, and expand the facilitys role in Connecticuts continuum of care for individuals with I/DD.

Improve the quality of Life for the individuals living at Southbury Training School

Program Services

DescriptionGrantsExpenses
Improve the quality of life for the individuals living at the Southbury Training School-$126,854
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hugo DwyerTreasurerPT$970-$970
Martha DwyerPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Home and School
EIN
06-6049504
Address
PO Box 872, Southbury, CT 06488

Signing Officer

Name
Hugo Dwyer
Title
Treasurer
Signed
2024-05-31
Discuss with paid preparer
No

Preparer

Firm
Compass Tax and Accounting Prof LLC
Address
620 W 18th St, Sioux Falls, SD 57104
Preparer
Kris Infield
Phone
6053325255
Supplemental Narrative

Additional Explanations

Form 990 Part 1 Line 16

“Gifts 1,000.00 Bank Service Fee 44 Business Expense 792.00 Depreciation Expense 120.00 Office Supplies 275.00”

Form 990 Part 1 Line 30

“Unrealized Gain 547 Prior Period Adjustment 1725.00”

Raw XML Appendix195 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Southbury
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006488
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0208510
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IRS990EZ/InvestmentIncomeAmt08061
IRS990EZ/LandAndBuildingsGrp/BOYAmt0360
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherChangesInNetAssetsAmt02272
IRS990EZ/OtherExpensesTotalAmt02770
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Improve the quality of Life for the individuals living at Southbury Training School
IRS990EZ/PrintingPublicationsPostageAmt0797
IRS990EZ/ProgramServiceRevenueAmt0127995
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Improve the quality of life for the individuals living at the Southbury Training School
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0126854
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0126854
IRS990EZ/TotalProgramServiceExpensesAmt0126854
IRS990EZ/TotalRevenueAmt0145459
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09403
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020543
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt035494
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt094956
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0166321
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0127995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0116471
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0119933
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07369
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt078706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0450474
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0137398
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0122396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0140476
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt042863
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Gifts 1,000.00 Bank Service Fee 44 Business Expense 792.00 Depreciation Expense 120.00 Office Supplies 275.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Unrealized Gain 547 Prior Period Adjustment 1725.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 Part 1 Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 Part 1 Line 30
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Hugo Dwyer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Home and School
ReturnHeader/Filer/BusinessNameControlTxt0HOME
ReturnHeader/Filer/EIN0066049504
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 872
ReturnHeader/Filer/USAddress/CityNm0Southbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006488
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822964751
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Compass Tax and Accounting Prof LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0620 W 18th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sioux Falls
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd057104
ReturnHeader/PreparerPersonGrp/PhoneNum06053325255
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRIS INFIELD
ReturnHeader/ReturnTs02024-07-28T08:18:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$229,810
Liabilities
$0
Net assets
$229,810
Revenue
$145,459
Expenses
$126,854
Net income
$18,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.39$2.39$1.24$1.15$0.10
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.45$1.27$0.19
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.28$0.00$2.28$1.34$0.85$0.49