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Nonprofit · EIN 27-0169634

SOUTHERN AFFORDABLE SERVICES INC

Also known as JAY P BROCK EXEC VP

Tax-exempt · WINTER PARK, FL 32789

Financials

$624K$688K2022$360K$897K2023$914K$1.4M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHERN AFFORDABLE SERVICES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$914,126$1,446,088-$531,962$2,102,963$710,376$1,392,587
December 31, 2023990-PF$359,761$896,903-$537,142$2,634,798$710,249$1,924,549
December 31, 2022990-PF$623,534$688,369-$64,835$3,171,954$710,263$2,461,691
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Interest
$14,356
Net rental income
$38,098
Other income
$175,310

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$25,303
Salaries, compensation and benefits (total)
$146,206
Disbursements for charitable purposes
$10,884
Excise tax on investment income
$81

Balance sheet and other

Total assets, start of year
$2,634,798
Total assets, end of year
$2,102,963
Total liabilities, end of year
$710,376
Net assets, end of year
$1,392,587
Fair market value of assets
$2,061,909
Qualifying distributions
$1,446,088
Net investment income
$5,799

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-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JAY BROCK
526 STETSON ST, ORLANDO, FL 32804
EX VICE PRESIDENT32$25,303$23,538
SCOTT D CLARK
335 NORTH KNOWLES AVENUE SUITE 101, WINTER PARK, FL 32789
PRESIDENT/DIRECTOR10$0$0
THOMAS C SHAW
1240 ROYAL OAK DRIVE, WINTER SPRINGS, FL 32708
VICE PRESIDENT/DIRECTOR10$0$0
DAVID J ROSS
570 LAKE MILLS ROAD, CHULUOTA, FL 32766
SECRETARY/TREASURER/DIRECT10$0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
JAY BROCK
526 STETSON ST, ORLANDO, FL 32804
EX VICE PRESIDENT32$47,054$27,859
SCOTT D CLARK
335 NORTH KNOWLES AVENUE SUITE 101, WINTER PARK, FL 32789
PRESIDENT/DIRECTOR10$0$0
THOMAS C SHAW
1240 ROYAL OAK DRIVE, WINTER SPRINGS, FL 32708
VICE PRESIDENT/DIRECTOR10$0$0
DAVID J ROSS
570 LAKE MILLS ROAD, CHULUOTA, FL 32766
SECRETARY/TREASURER/DIRECT10$0$0
990-PF for the year ended December 31, 2022: 5 people
NameTitleHours / weekCompensation
SCOTT D CLARK
335 NORTH KNOWLES AVENUE SUITE 101, WINTER PARK, FL 32789
PRESIDENT/DIRECTOR10$0
THOMAS C SHAW
1240 ROYAL OAK DRIVE, WINTER SPRINGS, FL 32708
VICE PRESIDENT/DIRECTOR10$0
DAVID J ROSS
570 LAKE MILLS ROAD, CHULUOTA, FL 32766
SECRETARY/TREASURER/DIRECT10$0
JAY BROCK
526 STETSON ST, ORLANDO, FL 32804
EX VICE PRESIDENT32$0
EMEL MILAVETZ
327 LOCH LOMOND AVE, LONGWOOD, FL 32750
PARALEGAL
Highest-paid employee
40$0

Address and contacts

Address (IRS master file)
335 NORTH KNOWLES AVENUE SUITE 101, WINTER PARK, FL 32789-3881
In care of
% DONNA BRUNO
Signed the 990-PF
JAY BROCK, VICE PRESIDENT
Phone
(407) 647-7600
Return prepared by
SCHAFER TSCHOPP ET AL

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-0169634
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,102,963
Income (IRS master file)
$914,126

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$914,126$1,446,088$2,102,963XML
990-PFDecember 2023$359,761$896,903$2,634,798IRS
990-PFDecember 2022$623,534$688,369$3,171,954XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 27-0169634).

Questions about SOUTHERN AFFORDABLE SERVICES INC

What is the EIN of SOUTHERN AFFORDABLE SERVICES INC?
The employer identification number (EIN) of SOUTHERN AFFORDABLE SERVICES INC is 27-0169634.
Is SOUTHERN AFFORDABLE SERVICES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to SOUTHERN AFFORDABLE SERVICES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does SOUTHERN AFFORDABLE SERVICES INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SOUTHERN AFFORDABLE SERVICES INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHERN AFFORDABLE SERVICES INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SOUTHERN AFFORDABLE SERVICES INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $25,303 (JAY BROCK, EX VICE PRESIDENT).
How much revenue does SOUTHERN AFFORDABLE SERVICES INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $914,126, expenses of $1,446,088 and total assets of $2,102,963 at year end.

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