Benhaven INC FY2020 filing

Tax-deductible

North Haven, CT501(c)(3)Since 1967UnclassifiedEIN 06-0840436Revenue $20.9M in FY2020

On file with the IRSbenhaven.org187 Half Mile Rd, 06473-4121 · North Haven, CTTax-exempt since Dec 1967Publicly supported charity — 170(b)(1)(A)(vi)

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The schooling, training and care of autistic people.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$892K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.3M a year · 5% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$892K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $250
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.3M
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 11 voting members
Looks good: 10 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$20.9M
Spent
$20.8M
To programs
92%
Net assets
$9.3M
By yearFY2020–FY2025
Revenue
$20.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$20.9M
FY2021$22.5M
FY2022$23.5M
FY2023$26.3M
FY2024$27.6M
FY2025$28.9M
Expenses
$20.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$20.8M
FY2021$21.5M
FY2022$22.6M
FY2023$24.4M
FY2024$25.7M
FY2025$26.9M
Net assets
$9.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$9.3M
FY2021$10.6M
FY2022$11.1M
FY2023$13.2M
FY2024$15.6M
FY2025$17.9M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1967.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $19.0M Management & general 8% · $1.7M Fundraising 0% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $892K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$173,502Pt VII · Sec A
Academy Director
$145,982Pt VII · Sec A
School Director
$133,315Pt VII · Sec A
Facilities Director
$117,297Pt VII · Sec A
$110,392Pt VII · Sec A
Director of Children's Behavioral Services
$107,631Pt VII · Sec A
Director of Individual & Family Support
$104,151Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kathryn Dupree——$187,334$182,638$187,888$173,502
Kenneth Cabral$184,037$155,400————
Linda Grimm$163,563$161,969$158,923$155,536$160,622$145,982
Tonia Holland$153,580$136,538$129,138$122,294$125,663$110,392
Karen Helene$146,586$146,260$143,421$138,711$142,249$133,315
John Baldino—$109,628$126,440$123,197$127,206$117,297
Darlene Talavera$123,155—————
Lisa Jones$117,333$111,150————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates, trains, and cares for autistic individuals.

Provided by the organization

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3 programs · $16.6M · in their own filed words · FY2019
01

Residence program expenses provide housing, care and transportation for 40 autistic children and adults in a group home, and 4 community training home residents.

$6.6Mprogram expense
02

School programming expenses provide for the education of 43 individuals with autism as well as mainstreaming the children into the public schools.

$6.4Mprogram expense
03

Learning network and learning center provides educational resources to 28 students.

$3.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$250

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$20.9M
Ln 12
Fees for servicesLn 2g$20.6M
Gifts and grantsLn 1h$184K
Investment incomeLn 3$176K
Money outPt IX
$20.8M
Ln 25
Programscol B$19.0M
Managementcol C$1.7M
Fundraisingcol D$8K
Owns and owesPt X
$9.3M
net assets · Ln 32
Cash and savingsLn 1–2$2.8M
Total assetsLn 16$13.5M
LiabilitiesLn 26$4.3M
PeoplePt VI, VII
17
listed · VII A
PaidVII A7
Voting boardVI 1a11
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$184K
Fees for servicesLn 2g$20.6M
Investment incomeLn 3$176K
Gains on assetsLn 7$110K
Total revenueLn 12$20.9M
Assets in detailPt X, end of year
CashLn 1$2.8M
Cash and savings togetherLn 1–2$2.8M
InvestmentsLn 11–13$2.2M
Land, buildings, equipmentLn 10c$5.8M
Other assetsLn 15$10K
Total assetsLn 16$13.5M
LiabilitiesLn 26$4.3M
Net assetsLn 32$9.3M
OperationsPt I, VI
EmployeesI 5456
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.3M$2.8M
InvestmentsLn 11–13$2.5M$2.2M
Land, buildings, equipmentLn 10c$5.3M$5.8M
Total assetsLn 16$12.4M$13.5M
LiabilitiesLn 26$3.3M$4.3M
Net assetsLn 32$9.1M$9.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$340K$316K$24K
Other salaries and wagesLn 7$13.2M$12.2M$988K
Pension plan contributionsLn 8$242K$236K$6K
Other employee benefitsLn 9$2.7M$2.6M$66K
Payroll taxesLn 10$955K$932K$24K
Legal feesLn 11b$72K$72K
Accounting feesLn 11c$54K$54K
Other fees for servicesLn 11g$605K$585K$20K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$81K$28K$53K
OccupancyLn 16$274K$251K$23K
TravelLn 17$287K$267K$20K
Conferences, conventions and meetingsLn 19$40K$37K$3K
InterestLn 20$113K$113K
Depreciation, depletion and amortizationLn 22$497K$453K$43K
InsuranceLn 23$102K$102K
Other expenses (24a–d)Ln 24$1.1M$908K$213K
All other expensesLn 24e$94K$76K$11K$8K
Total functional expensesLn 25$20.8M$19.0M$1.7M$8K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $28.9M$26.9M$1.9M$17.9M 990 PDF
FY2024 $27.6M$25.7M$1.9M$15.6M 990 PDF
FY2023 $26.3M$24.4M$1.9M$13.2M 990 PDF
FY2022 $23.5M$22.6M$878K$11.1M 990 PDF
FY2021 $22.5M$21.5M$1.0M$10.6M 990 PDF
FY2020 Viewing $20.9M$20.8M$149K$9.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $20,925,101 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $62,127$184,307
I-9 Program service revenuePrior year $19,233,540$20,564,803
I-10 Investment incomePrior year $64,038$175,991
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $19,359,705$20,925,101
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $15,323,081$17,429,690
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,634,934$3,345,934
I-18 Total expensesPrior year $18,958,015$20,775,624
I-19 Revenue less expensesPrior year $401,690$149,477
Part VI · Governance 10 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $20,925,101 across 6 lines filed
Lines not itemized here account for $10,294 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$184,307
VIII-1h Total contributions, gifts and grants$184,307
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $20,554,509$20,554,509
VIII-3 Investment incomeExcluded from tax $65,766$65,766
VIII-7 Net gain or loss on sales of assetsExcluded from tax $110,225$110,225
VIII-12 Total revenueRelated to mission $20,564,803 · Unrelated business $0 · Excluded from tax $175,991$20,925,101
Part IX · Statement of functional expenses $20,775,624 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $315,738 · Management $24,116$339,854
IX-7 Other salaries and wagesPrograms $12,210,169 · Management $987,846$13,198,015
IX-8 Pension plan contributionsPrograms $236,352 · Management $5,969$242,321
IX-9 Other employee benefitsPrograms $2,627,866 · Management $66,363$2,694,229
IX-10 Payroll taxesPrograms $931,741 · Management $23,530$955,271
IX-11b Legal feesManagement $72,315$72,315
IX-11c Accounting feesManagement $54,245$54,245
IX-11g Other fees for servicesPrograms $585,243 · Management $19,609$604,852
IX-12 Advertising and promotionPrograms $5,635$5,635
IX-13 Office expensesPrograms $27,575 · Management $53,201$80,776
IX-16 OccupancyPrograms $251,220 · Management $22,671$273,891
IX-17 TravelPrograms $266,969 · Management $20,442$287,411
IX-19 Conferences, conventions and meetingsPrograms $37,472 · Management $2,781$40,253
IX-20 InterestPrograms $112,878$112,878
IX-22 Depreciation, depletion and amortizationPrograms $453,413 · Management $43,131$496,544
IX-23 InsuranceManagement $102,227$102,227
IX-24 Other expenses (24a–d)Programs $907,953 · Management $212,819$1,120,772
IX-24e All other expensesPrograms $75,709 · Management $10,533 · Fundraising $7,893$94,135
IX-25 Total functional expensesPrograms $19,045,933 · Management $1,721,798 · Fundraising $7,893$20,775,624
Part X · Balance sheet $13,535,375 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $1,280,295$2,818,340
X-4 Accounts receivableStart of year $3,387,147$2,679,957
X-10c Land, buildings and equipment, netStart of year $5,252,058$5,814,165
X-11 Publicly traded securitiesStart of year $2,490,732$2,213,318
X-15 Other assetsStart of year $9,595$9,595
X-16 Total assetsStart of year $12,419,827$13,535,375
X-17 Accounts payable and accrued expensesStart of year $1,112,694$1,468,194
X-19 Deferred revenueStart of year $75,504$114,305
X-25 Other liabilitiesStart of year $0$527,497
X-26 Total liabilitiesStart of year $3,294,709$4,260,780
X-27 Net assets without donor restrictionsStart of year $9,125,118$9,274,595
X-32 Total net assets or fund balancesStart of year $9,125,118$9,274,595
X-33 Total liabilities and net assetsStart of year $12,419,827$13,535,375
Part XI · Reconciliation of net assets $9,274,595 net assets at year end
XI-1 Total revenue$20,925,101
XI-2 Total expenses$20,775,624
XI-3 Revenue less expenses$149,477
XI-4 Net assets at start of year$9,125,118
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,274,595

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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