SOUTHBURY ELDERLY HOUSING INC

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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

1983

Legal Domicile

Principal Officer

MARK BURNS CPA

Phone

2032304809

Tax Period

2025-01-01 to 2025-12-31

SOUTHBURY ELDERLY HOUSING INC, founded in 1983, is a small nonprofit that reported $483K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $776K exceeded revenue, resulting in a 61% operating deficit.

Mission

RENTAL OF LOW-INCOME ELDERLY HOUSING - 48 UNITS

Program Service Accomplishments

Program 1

Expenses: $667,649 Revenue: $482,383

RENTAL OF LOW-INCOME ELDERLY HOUSING - 48 UNITS

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $482,383

Investment Income $849

Other Revenue $0

TOTAL REVENUE $483,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $103,969

Fundraising Expenses $0

Program Expenses $667,649

Other Expenses $671,741

TOTAL EXPENSES $775,710

Year-over-Year Comparison

	2025	2024	Change
Revenue	$483,232	$423,785	+0.1%
Expenses	$775,710	$548,709	+0.4%
Net Income	$-292,478	$-124,924	+1.3%

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

N/A

Volunteers

N/A

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
JUNE BENNETT	DIRECTOR	N/A	Director	$0	$0	$0
NICK BERARDIS	DIRECTOR	N/A	Director	$0	$0	$0
MARK BURNS CPA	TREASURER	N/A	Officer Director	$0	$0	$0
JOSEPH HOCHHEISER	DIRECTOR	N/A	Director	$0	$0	$0
HELENA JEDLINSKY	DIRECTOR	N/A	Director	$0	$0	$0
GERALD KLEIN	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
FREDRICK MCGEE	PRESIDENT	N/A	Officer Director	$0	$0	$0
MATTHEW MIHALCIK	DIRECTOR	N/A	Director	$0	$0	$0
JOHN JACK MUSCOLINO	DIRECTOR	N/A	Director	$0	$0	$0
MARSTON PRICE	DIRECTOR	N/A	Director	$0	$0	$0
CATHY SOMERS	SECRETARY	N/A	Officer 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	$483,232	$775,710	$2,156,397	$-292,478
2024	$423,785	$548,709	$2,466,756	$-124,924
2023	$407,283	$630,206	$2,572,581	$-222,923
2022	$403,319	$528,712	$2,769,158	$-125,393
2021	$378,956	$561,117	$2,881,240	$-182,161
2020	$654,269	$507,306	$3,054,036	$146,963
2019	$376,123	$474,526	$2,900,459	$-98,403
2018	$376,716	$453,502	$2,998,219	$-76,786