Civic Intelligence

Southbury Needy Fund Inc

EIN 22-2704087 • 501(c)3 • Southbury, CT

Profile

To provide assistance to needy individuals and families.

PO Box 72Southbury, CT 06488

southburyneedyfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

30th percentile

-11%

Higher net margin than 30% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

33rd percentile

-19%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

2.8%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$37,605

Down $8,678 (-19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$37,605

Down $8,678 (-19%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin30th percentile

Revenue

Up

$81,200

Up $2,215 (+2.8%) from 2023

Expenses

Up

$89,878

Up $18,266 (+26%) from 2023

Net Income

Down

-$8,678

Down $16,051 (-218%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $27,614Net Assets 2010: $27,6142010Assets 2012: $40,698Net Assets 2012: $40,6982012Assets 2013: $58,592Net Assets 2013: $58,5922013Assets 2014: $56,152Net Assets 2014: $56,1522014Assets 2015: $147,335Net Assets 2015: $147,3352015Assets 2016: $141,683Net Assets 2016: $141,6832016Assets 2022: $38,910Liabilities 2022: $0Net Assets 2022: $38,9102022Assets 2023: $46,283Liabilities 2023: $0Net Assets 2023: $46,2832023Assets 2024: $37,605Liabilities 2024: $0Net Assets 2024: $37,6052024

Highlighted filing

2024

Assets$37,605
Liabilities$0
Net Assets$37,605
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $41,778Expenses 2010: $43,380Net Income 2010: -$1,6022010Revenue 2012: $51,100Expenses 2012: $25,071Net Income 2012: $26,0292012Revenue 2013: $51,550Expenses 2013: $33,656Net Income 2013: $17,8942013Revenue 2014: $30,324Expenses 2014: $32,764Net Income 2014: -$2,4402014Revenue 2015: $132,391Expenses 2015: $41,208Net Income 2015: $91,1832015Revenue 2016: $43,132Expenses 2016: $48,784Net Income 2016: -$5,6522016Revenue 2022: $57,518Expenses 2022: $73,123Net Income 2022: -$15,6052022Revenue 2023: $78,985Expenses 2023: $71,612Net Income 2023: $7,3732023Revenue 2024: $81,200Expenses 2024: $89,878Net Income 2024: -$8,6782024

Highlighted filing

2024

Revenue$81,200
Expenses$89,878
Net Income-$8,678
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$37,605
Liabilities
$0
Net assets
$37,605
Revenue
$81,200
Expenses
$89,878
Net income
-$8,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.81$0.90$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.79$0.72$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.58$0.73$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.43$0.49$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.47$1.47$1.32$0.41$0.91
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.30$0.33$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.52$0.34$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.41$0.51$0.25$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$0.42$0.43$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 11, 2025
Return Version
2024v5.2
Gross Receipts
$81,200
Mission and Program Overview

Mission

The organization provides assistance on a year-round basis to needy individuals and families.

To provide assistance to needy individuals and families.

Program Services

DescriptionGrantsExpenses
TO PROVIDE ASSISTANCE TO NEEDY INDIVIDUALS AND FAMILIES.$0$84,816
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN HENNESSYDirector-$0--
JENNIFER MASIDirector-$0--
HEATHER FABIANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Southbury Needy Fund Inc
EIN
22-2704087
Phone
2032329018
Address
PO BOX 72, SOUTHBURY, CT 06488

Signing Officer

Name
Kathleen Hennessy
Title
Director
Phone
2032329018
Signed
2025-08-11
Discuss with paid preparer
Yes

Preparer

Firm
The Innovative CPA Group LLC
Address
1 ENTERPRISE DRIVE SUITE 210, SHELTON, CT 06484
Preparer
Charles D Smith CPA
Phone
2034890612
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 236. Description: dues & fees. Amount: 50. Description: insurance. Amount: 2,926. Description: public assistance payments. Amount: 84,816. Total to form 990-ez, line 16: 88,028.”

Raw XML Appendix137 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0KATHLEEN HENNESSY
IRS990EZ/BooksInCareOfDetail/PhoneNum02032329018
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0185 BLUEBERRY LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTHBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006488
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046283
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037605
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt081200
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-8678
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01375
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046283
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037605
IRS990EZ/GrossReceiptsAmt081200
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046283
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037605
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046283
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037605
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATHLEEN HENNESSY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER MASI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER FABIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt088028
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE ASSISTANCE TO NEEDY INDIVIDUALS AND FAMILIES.
IRS990EZ/PrintingPublicationsPostageAmt0475
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE ASSISTANCE TO NEEDY INDIVIDUALS AND FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt084816
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CT
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt089878
IRS990EZ/TotalProgramServiceExpensesAmt084816
IRS990EZ/TotalRevenueAmt081200
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SOUTHBURYNEEDYFUND.ORG
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt081200
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt078981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt057514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0217695
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0217695
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt081200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt078981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt057514
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0217695
IRS990ScheduleA/TotalSupportAmt0217695
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 236. DESCRIPTION: DUES & FEES. AMOUNT: 50. DESCRIPTION: INSURANCE. AMOUNT: 2,926. DESCRIPTION: PUBLIC ASSISTANCE PAYMENTS. AMOUNT: 84,816. TOTAL TO FORM 990-EZ, LINE 16: 88,028.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN HENNESSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02032329018
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHBURY NEEDY FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0222704087
ReturnHeader/Filer/PhoneNum02032329018
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 72
ReturnHeader/Filer/USAddress/CityNm0SOUTHBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006488
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814236823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE INNOVATIVE CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 ENTERPRISE DRIVE SUITE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02034890612
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES D SMITH CPA
ReturnHeader/ReturnTs02025-08-19T11:55:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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