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Nonprofit · EIN 03-0377944

SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION

Tax-exempt · SOUTHAMPTON, PA 18966

Financials

$70K$72K2023$69K$75K2024$76K$81K2025
Revenue Expenses · by fiscal year end
Financials of SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$75,859$80,665-$4,806$20,312–$20,312
December 31, 2024990-EZ$68,891$74,683-$5,792$25,118$0$25,118
December 31, 2023990-EZ$70,402$72,477-$2,075$30,910$0$30,910
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$74,474
Membership dues
$1,385
Program service revenue
$0
Investment income
$0

Expenses

Grants and similar amounts paid
$80,665
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Program services (functional)
$80,665

Balance sheet and other

Total assets, start of year
$25,118
Total assets, end of year
$20,312
Total liabilities, end of year
–
Net assets, end of year
$20,312
Cash, savings and investments
$20,312
Gross receipts
$75,859

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PAUL MCCULLAGHPresident8$0
PATRICIA MYERSVice President5$0
ROGER C SHAFERTreasurer12$0
ELEANOR SMITHAssistant Treasurer5$0
PEG HORNSecretary8$0
990-EZ for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
PAUL MCCULLAGHPresident8$0
PATRICIA MYERSVice President5$0
ROGER C SHAFERTreasurer12$0
ELEANOR SMITHAssistant Treasurer5$0
PEG HORNSecretary8$0
990-EZ for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
LARS OLSONPresident8$0
JAN DAVISONVice President5$0
KENNETH WOODRINGTreasurer10$0
DORIS ADOMSKYAssistant Treasurer5$0
MARGARET THATCHERSecretary8$0

Address and contacts

Address (IRS master file)
238 STREET RD APT G117, SOUTHAMPTON, PA 18966-3150
In care of
% ROGER C SHAFER TREASURER
Signed the 990-EZ
Roger Shafer, Treasurer

Mission

RESIDENT CHARITY AND SUPPORT

990-EZ for the year ended December 31, 2025

Program accomplishments

  • STAFF APPRECIATION FUND SOUTHAMPTON ESTATES. ACTS DOES NOT PERMIT EMPLOYEES TO ACCEPT TIPS. TWICE ANNUALLY RESIDENTS CONTRIBUTE TO A FUND THAT IS DISTRIBUTED TO MORE THAN 300 STAFF MEMBERS
    Expenses $56,679 · grants $56,579
  • PROVIDE RECREATIONAL ACTIVITIES AND PROGRAMS FOR RESIDENTS IN SKILLED NURSING FACILITIES AT SOUTHAMPTON ESTATES. EXPENSE IS FOR RESIDENTS IN WILLOWBROOKE COURT AND OAK BRIDGE TERRACE FACILITIES- THIS BENEFITS MORE THAN 80 RESIDENTS
    Expenses $4,500 · grants $4,500
  • PROVIDE EDUCATIONAL PROGRAMS RECREATIONAL ACTIVITIES AND PROGRAMS FOR RESIDENTS IN INDEPENDENT LIVING FACILITIES AT SOUTHAMPTON ESTATES. THIS BENEFITS MORE THAN 300 RESIDENTS
    Expenses $5,580 · grants $5,580
  • Staff Appreciation Fund- Southampton Estates does not permit employees to accept tips. Twice annually residents contribute to a fund that is distributed to more than 300 staff members
    grants $56,679
  • Provide recreational activities for skilled nursing units at Southampton Estates. Expense is for games crafts activities and programs for over 80 residents in Willowbrooke Court and Oak Bridge Terrace facilities.
    grants $4,500
  • Provide recreational activities and programs for residents in Independent Living facilities at Southampton Estates. This benefits more than 300 residents.
    grants $5,580
  • Provide Yoga activity program for independent living residents
    Expenses $1,600
  • Provide low vision educational programs for residents
    Expenses $350
  • Provide fresh flowers weekly for residents dining rooms- January through December 2025
    Expenses $1,340
  • Provide fresh flowers weekly for lobby and reception areas
    Expenses $408
  • Provide musical accompanists for resident musical groups and activities
    Expenses $750
  • Provide materials and supplies for resident sewing and quilting groups
    Expenses $829
  • Provide repair maintenance and tuning of pianos in Auditorium independent living and skilled nursing facilities
    Expenses $900
  • Purchase and provide Great Courses programs for residents
    Expenses $525
  • Provide Tai Chi program for independent living residents
    Expenses $1,600
  • Printing of monthly resident activity calendars
    Expenses $600
  • Honorarium for musicians for Inspiration Hour services
    Expenses $1,250
  • Donation to Southampton Estates Samaritan Fund- for indigent residents
    Expenses $1,500
  • Photocopy service for resident announcements and newsletters
    Expenses $300
  • Donation to Samaritans Purse Christmas Boxes
    Expenses $1,000
  • Materials and supplies for working of the organization- includes for secretary and treasurer
    Expenses $859
  • Provide tools and safety equipment for resident woodworking shop
    Expenses $95

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
03-0377944
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
2003
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$20,312
Income (IRS master file)
$75,859

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$75,859$80,665$20,312XML
990-EZDecember 2024$68,891$74,683$25,118XML
990-EZDecember 2023$70,402$72,477$30,910XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0377944).

Questions about SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION

What is the EIN of SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION?
The employer identification number (EIN) of SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION is 03-0377944.
Is SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2003.
Are donations to SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who are the officers and directors of SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION?
The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SOUTHAMPTON ESTATES RESIDENTS ASSOCIATION have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $75,859, expenses of $80,665 and total assets of $20,312 at year end.

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