THE SOUTHBURY TRAINING SCHOOL FOUNDATION INC (EIN 066075079) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

ROBERT LEWIS

Phone

2032644368

Tax Period

2024-11-01 to 2025-10-31

THE SOUTHBURY TRAINING SCHOOL FOUNDATION INC, founded in 1964, is a small nonprofit in the Education sector that reported $106K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $205K exceeded revenue, resulting in a 93% operating deficit.

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.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,547

Program Service Revenue $0

Investment Income $100,748

Other Revenue $0

TOTAL REVENUE $106,295

Expense Breakdown

Grants Paid $33,703

Salaries & Benefits $107,472

Fundraising Expenses $0

Program Expenses $125,798

Other Expenses $64,062

TOTAL EXPENSES $205,237

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,295	$149,448	-0.3%
Expenses	$205,237	$184,374	+0.1%
Net Income	$-98,942	$-34,926	+1.8%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA E O'NEIL	PRESIDENT	1.00	Officer Director	$0	$0	$0
EUGENE HARVEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KAREN JENNINGS	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT L LEWIS	TREASURER	2.00	Officer Director	$0	$0	$0
ALFRED JENNINGS JR	DIRECTOR	1.00	Director	$0	$0	$0

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
2025	$106,295	$205,237	$1,191,173	$-98,942
2024	$149,448	$184,374	$1,245,481	$-34,926
2023	$462,601	$159,366	$1,194,635	$303,235
2022	$40,462	$157,033	$855,086	$-116,571
2021	$51,495	$227,837	$1,077,033	$-176,342
2020	$29,857	$174,238	$1,081,446	$-144,381
2019	$641,298	$222,229	$1,211,341	$419,069
2018	$488,978	$182,807	$713,941	$306,171

THE SOUTHBURY TRAINING SCHOOL FOUNDATION INC