THE ORCHARDS AT SOUTHINGTON (EIN 061490803) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

Eric Smullen

Phone

8606285656

Tax Period

2023-10-01 to 2024-09-30

THE ORCHARDS AT SOUTHINGTON, founded in 1997, is a community nonprofit in the Housing & Shelter sector that reported $5.7M in total revenue in fiscal year 2023. Expenses of $5.5M left a modest 4% surplus.

Mission

The mission of The Orchards at Southington is to promote a lifestyle in which our residents can age gracefully in a place while supporting independence.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $560

Program Service Revenue $5,713,436

Investment Income $0

Other Revenue $1,756

TOTAL REVENUE $5,715,752

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,216,198

Fundraising Expenses $0

Program Expenses $4,167,546

Other Expenses $2,278,834

TOTAL EXPENSES $5,495,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,715,752	$5,538,833	+0.0%
Expenses	$5,495,032	$5,204,208	+0.1%
Net Income	$220,720	$334,625	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$5,809,978

Total Directors

$6,082,261

Key Employees

$774,536

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Chibueze Agba	Director, President	2.00	Officer Director	$0	$235,578	$1,934,908
Tracy Church	Director, Chair (Thru 04/2024)	2.00	Officer Director	$0	$70,458	$1,459,767
Rocco Orlando MD	Director, Secretary	2.00	Officer Director	$0	$85,981	$1,123,373
MaryEllen Kosturko	Director & Chair (eff 04/10/24)	2.00	Officer Director	$0	$112,406	$836,537
Eric Smullen	Director	1.00	Director	$0	$72,288	$727,676
David Baranik	VP, Finance	6.00	Officer	$0	$28,244	$455,393
Laurie St John	Former Key Empl; VP, Clinical Svcs	0.00		$0	$23,010	$432,538
Lisa Connolly	VP, Community Network Services	10.00	Key Emp	$0	$57,910	$421,786
Heather DePaolo	VP, Human Resources	10.00	Key Emp	$0	$38,818	$352,750
LeaAnn Blanchard	Exec Dir Assisted Living	60.00	Highest	$122,167	$14,129	$136,296
Sandra Ingriselli	Dir Resident Care	60.00	Highest	$111,821	$14,864	$126,685

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$5,715,752	$5,495,032	$12,939,419	$220,720
2023	$5,538,833	$5,204,208	$13,004,961	$334,625
2022	$5,399,742	$4,878,726	$12,778,383	$521,016
2021	$5,156,441	$4,620,956	$12,073,077	$535,485
2020	$5,453,908	$4,562,535	$11,903,320	$891,373
2019	$5,423,784	$4,656,382	$11,195,401	$767,402
2018	$4,994,140	$4,287,112	$10,360,168	$707,028

THE ORCHARDS AT SOUTHINGTON