Civic Intelligence

The Southbury Training School Foundation Inc

990 • Fiscal year 2018 • EIN 06-6075079

Nov 01, 2017 to Oct 31, 2018 • Filed on Feb 21, 2019

PO Box 872Southbury, CT 06488

(203) 264-4368

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

63%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

92nd percentile

78%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

516%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$713,941

Up $312,569 (+78%) from 2017

Net Assets

Up

$710,165

Up $318,802 (+81%) from 2017

Liabilities

Down

$3,776

Down $6,233 (-62%) from 2017

Revenue

Up

$488,978

Up $409,625 (+516%) from 2017

Expenses

Down

$182,807

Down $9,853 (-5.1%) from 2017

Net Income

Up

$306,171

Up $419,478 (+370%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $545,807Liabilities 2011: $5,026Net Assets 2011: $540,7812011Assets 2012: $947,353Liabilities 2012: $5,748Net Assets 2012: $941,6052012Assets 2013: $949,311Liabilities 2013: $1,047Net Assets 2013: $948,2642013Assets 2014: $818,539Liabilities 2014: $2,015Net Assets 2014: $816,5242014Assets 2015: $676,905Liabilities 2015: $1,290Net Assets 2015: $675,6152015Assets 2016: $501,368Liabilities 2016: $5,971Net Assets 2016: $495,3972016Assets 2017: $401,372Liabilities 2017: $10,009Net Assets 2017: $391,3632017Assets 2018: $713,941Liabilities 2018: $3,776Net Assets 2018: $710,1652018Assets 2019: $1,211,341Liabilities 2019: $4,252Net Assets 2019: $1,207,0892019Assets 2020: $1,081,446Liabilities 2020: $4,871Net Assets 2020: $1,076,5752020Assets 2021: $1,077,033Liabilities 2021: $2,271Net Assets 2021: $1,074,7622021Assets 2022: $855,086Liabilities 2022: $2,826Net Assets 2022: $852,2602022Assets 2023: $1,194,635Liabilities 2023: $7,970Net Assets 2023: $1,186,6652023Assets 2024: $1,245,481Liabilities 2024: $2,727Net Assets 2024: $1,242,7542024

Highlighted filing

2018

Assets$713,941
Liabilities$3,776
Net Assets$710,165

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $209,498Expenses 2011: $166,356Net Income 2011: $43,1422011Revenue 2012: $571,747Expenses 2012: $175,604Net Income 2012: $396,1432012Revenue 2013: $101,457Expenses 2013: $179,217Net Income 2013: -$77,7602013Revenue 2014: $176,383Expenses 2014: $229,533Net Income 2014: -$53,1502014Revenue 2015: $63,307Expenses 2015: $191,459Net Income 2015: -$128,1522015Revenue 2016: $81,019Expenses 2016: $194,469Net Income 2016: -$113,4502016Revenue 2017: $79,353Expenses 2017: $192,660Net Income 2017: -$113,3072017Revenue 2018: $488,978Expenses 2018: $182,807Net Income 2018: $306,1712018Revenue 2019: $641,298Expenses 2019: $222,229Net Income 2019: $419,0692019Revenue 2020: $29,857Expenses 2020: $174,238Net Income 2020: -$144,3812020Revenue 2021: $51,495Expenses 2021: $227,837Net Income 2021: -$176,3422021Revenue 2022: $40,462Expenses 2022: $157,033Net Income 2022: -$116,5712022Revenue 2023: $462,601Expenses 2023: $159,366Net Income 2023: $303,2352023Revenue 2024: $149,448Expenses 2024: $184,374Net Income 2024: -$34,9262024

Highlighted filing

2018

Revenue$488,978
Expenses$182,807
Net Income$306,171
Jump To
Filing Snapshot
Filing Period
Nov 1, 2017 to Oct 31, 2018
Signed
Feb 21, 2019
Return Version
2017v2.3
Gross Receipts
$579,446
Mission and Program Overview

Mission

To provide services related to care, custody, education, training, comfort, welfare, etc of intellectually disabled persons in residence at the southbury training school in southbury, ct as well as guardianship program for residents and former residents of the school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$81,545$213,129▲ $131,584
Investments Other Securities$207,041--
Savings and Temporary Cash Investments$105,975$50,314▼ $55,661
Prepaid Expenses and Deferred Charges$2,153$1,610▼ $543
Accounts Receivable$1,050--
Land, Buildings, and Equipment, Net$1,787$1,011▼ $776
Total Assets$401,372$713,941▲ $312,569
Other Assets Total$1,821$447,877▲ $446,056
Liabilities
Grants Payable$7,560--
Accounts Payable and Accrued Expenses$2,449$3,776▲ $1,327
Total Liabilities$10,009$3,776▼ $6,233
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$447,527-
Unrestricted Net Assets$391,363$262,638▼ $128,725
Total Net Assets Fund Balance$391,363$710,165▲ $318,802
Total Liabilities and Net Assets / Fund Balance$401,372$713,941▲ $312,569

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,011$5,291$6,302
Other Assets Org$447,527--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Alfred Jennings JrPresident
Jean MahoneyVice President
ARTHUR J O'NEILLDirector
Ann DoughertyDirector
Karen JenningsDirector
Martha M DwyerDirector
Mary K FlahertySecretary
Robert LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$484,207
Program Service Revenue
$0
Investment Income
$4,771
Other Revenue
$0
All Other Contributions
$484,207
Change in Net Assets
$306,171

Audited Revenue Reconciliation

Revenue per Audited Statements
$488,978
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$22,231
Total Revenue per Audited Statements
$511,209
Total Revenue per Form 990
$488,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$138,955
Other Expenses$40,183
Grants and Similar Amounts Paid$3,669
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$55,277$73,273-$128,550
Fees for Services Accounting-$15,643-$15,643
Payroll Taxes$4,474$5,931-$10,405
Office Expenses$3,786$3,742-$7,528
Travel$6,295$698-$6,993
Grants to Domestic Orgs$3,669--$3,669
Fees for Service Investment Mgmnt Fees-$3,372-$3,372
Insurance$1,582$970-$2,552
Fees for Services Other$1,012$1,342-$2,354
Other Expenses$772$193-$965
Depreciation Depletion-$776-$776
Total Functional Expenses$76,867$105,940$0$182,807

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$192,407
Expenses per Audited Statements$182,807
Total Expenses per Form 990$182,807
Expenses Not Reported on Form 990$9,600
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Directors alfred jennings, jr. And karen jennings are spouses.

Form 990, Part VI, Section A, Line 6

The entity is a non stock membership corporation with members who have voting rights

Form 990, Part VI, Section A, Line 7A

The members elect the directors, one fifth of the bod each year.

Form 990, Part VI, Section A, Line 7B

The members must approve amendments to the certificate of incorporation and bylaws, and have the power to remove directors

Form 990, Part VI, Section B, Line 11B

A copy of the 990 is sent to members of the bod electronically for their comments and is reviewed in depth by the treasurer.

Form 990, Part VI, Section B, Line 15A

The board of directors on an annual basis approves the salaries of employees for the upcoming year

Form 990, Part VI, Section C, Line 19

Governing documents and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
The Southbury Training School
EIN
06-6075079
Phone
2032644368
Address
PO BOX 872, SOUTHBURY, CT 06488

Signing Officer

Name
Alfred Jennings Jr
Title
President
Phone
2032644368
Signed
2019-02-21

Organization Details

Principal Officer
Alfred Jennings Jr
Formed
1964
Legal Domicile
Ct
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
9

Preparer

Firm
VENMAN & CO LLC CPA'S
Address
375 BRIDGEPORT AVENUE, SHELTON, CT 06484
Preparer
Janet Barillari
Phone
2039299945
Raw XML AppendixShowing 400 of 417 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BYLAWS REQUIRE THAT AT LEAST ONE MEMBER OF OUR BOARD OF DIRECTORS SHALL ALSO BE A MEMBER OF THE BOARD OF TRUSTEES OF SOUTHBURY TRAINING SCHOOL. AT THIS TIME ONE MEMBER OF OUR BOARD OF DIRECTORS IS ALSO A MEMBER OF THE BOARD OF TRUSTEES OF SOUTHBURY TRAINING SCHOOL. BUT - THE BOARD OF TRUSTEES OF SOUTHBURY TRAINING SCHOOL IS NOT "THE GOVERNING BODY" OF SOUTHBURY TRAINING SCHOOL OR OF DDS WHICH OPERATES SOUTHBURY TRAINING SCHOOL. THE BOARD OF TRUSTEES IS A EIGHT MEMBER ADVISORY BODY APPOINTED BY THE GOVERNOR PURSUANT TO CONN. GEN. STAT. SECTION 17A-271 TO "ADVISE THE DIRECTOR OF THE INSTITUTION ON GENERAL POLICIES OF THE OPERATION AND ADMINISTRATION OF THE INSTITUTION."
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1NO OFFICIAL OR REPRESENTATIVE OF DDS OR SOUTHBURY TRAINING SCHOOL HAS ANY VOICE OR ROLE IN THE INVESTMENT POLICIES OF STS FOUNDATION, INC. OR IN DIRECTING THE USE OF THE FOUNDATION'S INCOME OR ASSETS. THE DIRECTOR OF SOUTHBURY TRAINING SCHOOL HAS FROM TIME TO TIME REQUESTED THAT STS FOUNDATION PROVIDE CERTAIN SERVICES OR EQUIPMENT TO SOUTHBURY TRAINING SCHOOL FOR THE BENEFIT OF ITS RESIDENTS, BUT THE DECISION WHETHER OR NOT TO HONOR SUCH REQUESTS, OR THE EXTENT TO WHICH TO HONOR SUCH REQUESTS LIES ENTIRELY WITH THE BOARD OF DIRECTORS OF SOUTHBURY TRAINING SCHOOL FOUNDATION, INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2SOUTHBURY TRAINING SCHOOL FOUNDATION, INC. ("STSF") IS A CONNECTICUT NON PROFIT MEMBERSHIP CORPORATION, ORGANIZED IN 1964 WITH AN ORIGINAL ENDOWMENT FUND. STSF HOLDS A TAX EXEMPTION CERTIFICATE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS EXPRESSED IN ITS CERTIFICATE OF INCORPORATION THE PRIMARY PURPOSE OF STSF IS "TO USE AND EXPEND THE INCOME FROM SAID FUND OR ANY PART OF THE PRINCIPAL THEREOF TO PROVIDE SUCH FACILITIES, EQUIPMENT OR SERVICES AS WILL BENEFIT OR IMPROVE THE CARE, CUSTODY, EDUCATION, TRAINING, COMFORT, WELFARE, ENTERTAINMENT, HEALTH OR RECREATION OF RETARDED PERSONS IN RESIDENCE AT OR UNDER THE JURISDICTION OF THE SOUTHBURY TRAINING SCHOOL AT SOUTHBURY, CONNECTICUT." SOUTHBURY TRAINING SCHOOL IS A LARGE "COTTAGE" RESIDENTIAL FACILITY FOR PERSONS WITH DEVELOPMENTAL DISABILITIES, OWNED AND OPERATED BY THE STATE OF CONNECTICUT DEPARTMENT OF DEVELOPMENTAL DISABILITIES ("DDS") (FORMERLY KNOWN AS THE DEPARTMENT OF MENTAL RETARDATION.) IN 1982 THE CERTIFICATE OF INCORPORATION OF STSF WAS AMENDED TO ADD THE POWER "AT ACT AS GUARDIAN OF MENTALLY RETARDED PERSONS AND AMENDED AGAIN IN 2001 TO ADD THE POWER " TO ACT AS ADVOCATE FOR MENTALLY RETARDED PERSONS". STSF IS A SUPPORTING ORGANIZATION OF SOUTHBURY TRAINING SCHOOL , OPERATED BY THE STATE OF CONNECTICUT. STSF HAS ITS OFFICES ON THE CAMPUS OF SOUTHBURY TRAINING SCHOOL. FOR MANY YEARS ITS PRIMARY ROLE WAS TO PROVIDE FUNDING FOR SERVICES AND FACILITIES FOR THE BENEFIT OF THE RESIDENTS OF SOUTHBURY TRAINING SCHOOL IN ADDITION TO THOSE SERVICES AND FACILITIES PROVIDED BY THE STATE OF CONNECTICUT. FOR EXAMPLE THE FOUNDATION HAS PROVIDED VEHICLES, TELEVISIONS, RENOVATED BATHROOMS, APPLIANCES, RECREATIONAL AND EXERCISE EQUIPMENT, AND HEALTH EQUIPMENT. THE MOST RECENT SUCH CONTRIBUTION WAS CARDIO-PULMONARY RESUSCITATION EQUIPMENT IN 2014 AT AN APPROXIMATE COST OF $44,000. THE FOUNDATION WAS A SPONSOR OF A MUSIC INTERN PROGRAM ON CAMPUS WHICH PROVIDED MUSICAL LEARNING AND ENTERTAINMENT TO RESIDENTS BY COLLEGE MUSIC MAJORS UP UNTIL MAY OF 2016 WHEN THE PROGRAM WAS CANCELLED DUE TO FISCAL CONSTRAINTS. EFFECTIVE JULY 1, 2017 THE MUSIC INTERN PROGRAM WAS REPLACED BY A MUSIC SESSION PROGRAM STAFFED BY MUSIC PROFESSIONALS. STSF HAS PLEDGED $10,000 TOWARD THE FUNDING OF THE MUSIC SESSION PROGRAM FOR THE YEAR ENDING JUNE 30, 2018. STSF HAS RENEWED THEIR PLEDGE OF $10,000 FOR THE YEAR ENDING JUNE 30, 2019. STSF CONTRIBUTES TOWARD HOLIDAY GIFTS AND PARTIES FOR EACH RESIDENT. STSF ALSO PROVIDES GRAVE PLOTS, AND HEADSTONES FOR REMAINS OF ANY DECEASED RESIDENT WHOSE FAMILY HAS NOT MADE BURIAL ARRANGEMENTS. THE STSF BOARD OF DIRECTORS MAKES ALL INVESTMENT AND CONTRIBUTION DECISIONS. THE STSF BY-LAWS REQUIRE THAT, IF POSSIBLE, THE BOARD SHALL INCLUDE AT LEAST ONE MEMBER OF THE SOUTHBURY TRAINING SCHOOL BOARD OF TRUSTEES, AN EIGHT - MEMBER ADVISORY BODY APPOINTED BY THE GOVERNOR PURSUANT TO CONN. GEN. STAT. SECTION 17A-271. AT THIS TIME ONE MEMBER OF THE STSF BOARD OF DIRECTORS IS ALSO A MEMBER OF THE SOUTHBURY TRAINING SCHOOL BOARD OF TRUSTEES. ALSO, THE DIRECTOR OF SOUTHBURY TRAINING SCHOOL, A STATE EMPLOYEE APPOINTED BY DDS, OR HIS REPRESENTATIVE, ATTENDS EACH MEETING OF THE STSF BOARD OF DIRECTORS AND REPORTS ON THE STATUS OF DEVELOPMENTS AND NEEDS AT SOUTHBURY TRAINING SCHOOL. STSF IS CLASSIFIED UNDER CONNECTICUT LAW AS "A FOUNDATION ESTABLISHED FOR PRINCIPAL PURPOSE OF SUPPORTING OR IMPROVING STATE AGENCIES", AND, AS SUCH, IS REQUIRED UNDER CONNECTICUT GENERAL STATUTES SECTION 4-37F TO PROVIDE TO DDS ANNUAL FINANCIAL STATEMENTS MAINTAINED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRACTICES, AUDITED BY AN INDEPENDENT CPA FIRM WHICH MUST ALSO CERTIFY TO DDS THAT STSF IS IN COMPLIANCE WITH CONNECTICUT GENERAL STATUTES SECTIONS 4-37E THROUGH 4-37I . IN RECENT YEARS, AS THE POPULATION OF SOUTHBURY TRAINING SCHOOL HAS AGED, AND MANY RESIDENTS HAVE BEEN LEFT WITH NO FAMILY MEMBER OR OTHER PERSON TO SERVE AS LEGAL GUARDIAN OR ADVOCATE, STSF'S MAIN CONTRIBUTION TO SOUTHBURY TR
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0FORM 990, SCHEDULE A, PAGE 5, SECTION D, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS ALFRED JENNINGS, JR. AND KAREN JENNINGS ARE SPOUSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY IS A NON STOCK MEMBERSHIP CORPORATION WITH MEMBERS WHO HAVE VOTING RIGHTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS ELECT THE DIRECTORS, ONE FIFTH OF THE BOD EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS MUST APPROVE AMENDMENTS TO THE CERTIFICATE OF INCORPORATION AND BYLAWS, AND HAVE THE POWER TO REMOVE DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF THE 990 IS SENT TO MEMBERS OF THE BOD ELECTRONICALLY FOR THEIR COMMENTS AND IS REVIEWED IN DEPTH BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF DIRECTORS ON AN ANNUAL BASIS APPROVES THE SALARIES OF EMPLOYEES FOR THE UPCOMING YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFRED JENNINGS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02032644368
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SOUTHBURY TRAINING SCHOOL
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.24$0.15$0.18$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.19$0.46$0.16$0.30
2022Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.85$0.04$0.16$0.12
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.07$0.05$0.23$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.03$0.17$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.64$0.22$0.42
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.49$0.18$0.31
2017Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.08$0.19$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.50$0.08$0.19$0.11
2015Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.06$0.19$0.13
2014Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.18$0.23$0.05
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.10$0.18$0.08
2012Summary only. Only limited summary data is available for this year.$0.95$0.01$0.94$0.57$0.18$0.40
2011Summary only. Only limited summary data is available for this year.$0.55$0.01$0.54$0.21$0.17$0.04