Benhaven INC FY2023 filing

Tax-deductible

North Haven, CT501(c)(3)Since 1967UnclassifiedEIN 06-0840436Revenue $26.3M in FY2023

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.
91¢ of each $1 spent went to programs.
$971K 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

FY2023 · 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
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$971K
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
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
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
$5.5M
29% of total assets
Looks good: liabilities are 29% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$26.3M
+12% vs prior year
Spent
$24.4M
To programs
91%
Net assets
$13.2M
By yearFY2020–FY2025
Revenue
$26.3M
FY2023▲ +12%
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
$24.4M
FY2023▲ +8%
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
$13.2M
FY2023▲ +19%
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 FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

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

91 cents of each dollar spent went to programs.

Program services 91% · $22.2M Management & general 9% · $2.2M Fundraising 0% · $22K

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

19 people listed on the 990; $971K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Outgoing Executive Director
$187,334Pt VII · Sec A
Academy Director
$158,923Pt VII · Sec A
School Director
$143,421Pt VII · Sec A
$129,138Pt VII · Sec A
Facilities Director
$126,440Pt VII · Sec A
Director of Children's Beh
$114,798Pt VII · Sec A
Director of Individual & F
$110,914Pt VII · Sec A
Outgoing Director
$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 · $17.9M · in their own filed words · FY2022
01

Residence programs provide housing, care and transportation for 40 autistic children and adults in a group home, and 5 community training home residents.

$8.1Mprogram expense
02

School programming provides for the education of 42 individuals with autism as well as mainstreaming the children into the public schools.

$5.8Mprogram expense
03

Academy provides educational resources to 28 students.

$4.0Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$26.3M
Ln 12
Fees for servicesLn 2g$25.9M
Investment incomeLn 3$248K
Gifts and grantsLn 1h$146K
Money outPt IX
$24.4M
Ln 25
Programscol B$22.2M
Managementcol C$2.2M
Fundraisingcol D$22K
Owns and owesPt X
$13.2M
net assets · Ln 32
Cash and savingsLn 1–2$6.8M
Total assetsLn 16$18.7M
LiabilitiesLn 26$5.5M
PeoplePt VI, VII
19
listed · VII A
PaidVII A7
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$146K
Fees for servicesLn 2g$25.9M
Investment incomeLn 3$248K
Gains on assetsLn 7$181K
Total revenueLn 12$26.3M
Assets in detailPt X, end of year
CashLn 1$6.8M
Cash and savings togetherLn 1–2$6.8M
InvestmentsLn 11–13$3.0M
Land, buildings, equipmentLn 10c$6.1M
Other assetsLn 15$19K
Total assetsLn 16$18.7M
LiabilitiesLn 26$5.5M
Net assetsLn 32$13.2M
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 FY23End FY23
Cash and savingsLn 1–2$4.6M$6.8M
InvestmentsLn 11–13$2.4M$3.0M
Land, buildings, equipmentLn 10c$6.3M$6.1M
Total assetsLn 16$15.3M$18.7M
LiabilitiesLn 26$4.1M$5.5M
Net assetsLn 32$11.1M$13.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$375K$349K$26K
Other salaries and wagesLn 7$15.3M$14.2M$1.1M
Pension plan contributionsLn 8$581K$555K$26K
Other employee benefitsLn 9$3.0M$2.9M$135K
Payroll taxesLn 10$1.2M$1.1M$52K
Legal feesLn 11b$11K$11K
Accounting feesLn 11c$69K$69K
Other fees for servicesLn 11g$594K$538K$56K
Advertising and promotionLn 12$24K$24K
Office expensesLn 13$25K$25K
Information technologyLn 14$169K$11K$158K
OccupancyLn 16$552K$473K$79K
TravelLn 17$359K$331K$28K
Conferences, conventions and meetingsLn 19$38K$33K$5K
InterestLn 20$125K$125K
Depreciation, depletion and amortizationLn 22$477K$427K$50K
InsuranceLn 23$130K$49K$81K
Other expenses (24a–d)Ln 24$1.3M$1.0M$285K
All other expensesLn 24e$86K$43K$21K$22K
Total functional expensesLn 25$24.4M$22.2M$2.2M$22K

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 Viewing $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 $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 FY2023 990 (6 parts)
Part I · Summary $26,304,985 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $250,749$145,882
I-9 Program service revenuePrior year $23,171,747$25,910,743
I-10 Investment incomePrior year $60,355$248,360
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $23,482,851$26,304,985
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 $18,878,980$20,412,368
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,725,757$3,982,108
I-18 Total expensesPrior year $22,604,737$24,394,476
I-19 Revenue less expensesPrior year $878,114$1,910,509
Part VI · Governance 8 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
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 $26,304,985 across 6 lines filed
Lines not itemized here account for $1,362,190 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$145,882
VIII-1h Total contributions, gifts and grants$145,882
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $24,548,553$24,548,553
VIII-3 Investment incomeExcluded from tax $66,910$66,910
VIII-7 Net gain or loss on sales of assetsExcluded from tax $181,450$181,450
VIII-12 Total revenueRelated to mission $25,910,743 · Unrelated business $0 · Excluded from tax $248,360$26,304,985
Part IX · Statement of functional expenses $24,394,476 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $349,013 · Management $26,128$375,141
IX-7 Other salaries and wagesPrograms $14,176,838 · Management $1,093,010$15,269,848
IX-8 Pension plan contributionsPrograms $555,154 · Management $26,005$581,159
IX-9 Other employee benefitsPrograms $2,892,213 · Management $135,480$3,027,693
IX-10 Payroll taxesPrograms $1,106,687 · Management $51,840$1,158,527
IX-11b Legal feesManagement $11,150$11,150
IX-11c Accounting feesManagement $69,305$69,305
IX-11g Other fees for servicesPrograms $537,547 · Management $56,315$593,862
IX-12 Advertising and promotionPrograms $23,508$23,508
IX-13 Office expensesManagement $25,314$25,314
IX-14 Information technologyPrograms $10,793 · Management $158,166$168,959
IX-16 OccupancyPrograms $472,992 · Management $78,540$551,532
IX-17 TravelPrograms $330,759 · Management $28,024$358,783
IX-19 Conferences, conventions and meetingsPrograms $33,214 · Management $4,629$37,843
IX-20 InterestPrograms $125,035$125,035
IX-22 Depreciation, depletion and amortizationPrograms $426,794 · Management $49,981$476,775
IX-23 InsurancePrograms $49,324 · Management $80,627$129,951
IX-24 Other expenses (24a–d)Programs $1,038,403 · Management $285,316$1,323,719
IX-24e All other expensesPrograms $43,128 · Management $20,986 · Fundraising $22,258$86,372
IX-25 Total functional expensesPrograms $22,171,402 · Management $2,200,816 · Fundraising $22,258$24,394,476
Part X · Balance sheet $18,663,091 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $4,603,969$6,817,364
X-4 Accounts receivableStart of year $1,939,398$2,217,524
X-10c Land, buildings and equipment, netStart of year $6,304,629$6,141,723
X-11 Publicly traded securitiesStart of year $2,406,389$3,028,389
X-14 Intangible assets$438,896
X-15 Other assetsStart of year $14,595$19,195
X-16 Total assetsStart of year $15,268,980$18,663,091
X-17 Accounts payable and accrued expensesStart of year $1,405,252$1,808,621
X-19 Deferred revenueStart of year $493,870$725,139
X-25 Other liabilitiesStart of year $0$456,020
X-26 Total liabilitiesStart of year $4,144,602$5,450,480
X-27 Net assets without donor restrictionsStart of year $11,124,378$13,212,611
X-32 Total net assets or fund balancesStart of year $11,124,378$13,212,611
X-33 Total liabilities and net assetsStart of year $15,268,980$18,663,091
Part XI · Reconciliation of net assets $13,212,611 net assets at year end
XI-1 Total revenue$26,304,985
XI-2 Total expenses$24,394,476
XI-3 Revenue less expenses$1,910,509
XI-4 Net assets at start of year$11,124,378
XI-5 Net unrealized gains (losses) on investments$177,724
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$13,212,611

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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