The Connection INC FY2021 filing

Tax-deductible

Middletown, CT501(c)(3)Since 1972Mental HealthEIN 06-0886125Revenue $41.0M in FY2021

On file with the IRStheconnectioninc.org100 Roscommon Dr Ste 203, 06457-7558 · Middletown, CTTax-exempt since Apr 1978Publicly supported charity — 170(b)(1)(A)(vi)

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Building safe, healthy, caring communities and inspiring people to reach their full potential as productive and valued citizens.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$411K 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

FY2021 · 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
4 of 6
filings with a surplus
Average surplus $923K a year · 2% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$411K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $45K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$7.9M
107% of total assets
Concern: liabilities are 107% of assets; over 80%.
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
$41.0M
-0.5% vs prior year
Spent
$40.9M
To programs
87%
Net assets
−$511K
By yearFY2020–FY2025
Revenue
$41.0M
FY2021▼ -0.5%
Tap a bar for its year
Revenue by fiscal year
FY2020$41.2M
FY2021$41.0M
FY2022$46.2M
FY2023$45.1M
FY2024$47.2M
FY2025$53.5M
Expenses
$40.9M
FY2021▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$42.0M
FY2021$40.9M
FY2022$43.1M
FY2023$45.2M
FY2024$46.8M
FY2025$50.8M
Net assets
−$511K
FY2021▲ +24%
Tap a bar for its year
Net assets by fiscal year
FY2020−$671K
FY2021−$511K
FY2022$2.6M
FY2023$2.4M
FY2024$2.8M
FY2025$5.5M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 Apr 1978.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $35.5M Management & general 13% · $5.4M

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; $411K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Chief Program Officer
$170,769Pt VII · Sec A
Director of Community Just
$126,523Pt VII · Sec A
Director of Clinical Devel
$113,500Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Kathy Savino’s $258K as Chief Operating Officer is at the 49th percentile of top reported officer pay among 746 $10–100M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Lisa Dematteis-Lepore—$384,768————
Stephen Abshire—$273,863————
Kathy Savino$258,478—$216,095$191,922$170,769$152,115
Beth Connor—$251,856————
Jessica Smith—$165,404————
Teresa Ferraro$137,976—$121,872———
Patrick Fallon——$137,958$123,441$126,523$119,407
Alison Friar$130,797—$121,138$108,400$113,500$102,000

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

Builds safe communities and inspires people to reach their full potential.

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Provided by the organization

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3 programs · $35.1M · in their own filed words · FY2020
01

Supportive Housing

Supportive housing has been proven in national studies to effectively address chronic homelessness and save citizens money by reducing or eliminating far more expensive alternatives, like hospitalizations, prison time and shelter stays.

$16.6Mprogram expense
02

Community Justice

The connection, inc. Has long been one of connecticut's recognized leaders in improving community safety and justice by helping those involved in the criminal justice system become productive and valued citizens.

$12.6Mprogram expense
03

Behavioral Health

Addiction and mental health issues are at the heart of many problems the connection, inc. Addresses. The organization operates five free standing outpatient behavioral health clinics, and delivers empirically-validated psychosocial rehabilitation approaches at all of its programs.

$5.8Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$45K
See all 3 funders →
Grants paid · 40 grants · $19.6M · 2019–2024
Family and Children's AgencyFY2024$414,781
Wheeler ClinicFY2024$328,404
Fellowship Place INCFY2024$280,024
The Access AgencyFY2024$252,475
Bh CareFY2024$247,236
Wellmore INCFY2024$246,381
Liberty Community Services INCFY2024$70,000
Family & Childrens Agency INCCT · FY2023$389,083
Wheeler Clinic INCCT · FY2023$302,959
Bh CareFY2023$259,727
Fellowship Place INCFY2023$222,688
The Access Agency INCCT · FY2023$214,072
Wellmore INCCT · FY2023$208,916
Prime TimeWA · FY2023$79,796
Liberty Community Services INCFY2023$63,343
University of ConnecticutFY2023$50,000
Individual RecipientFY2023$42,000
Unitemized GrantFY2020$6,238,748
See all 40 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$41.0M
Ln 12
Gifts and grantsLn 1h$38.7M
Fees for servicesLn 2g$2.3M
Investment incomeLn 3$18K
Money outPt IX
$40.9M
Ln 25
Programscol B$35.5M
Managementcol C$5.4M
Owns and owesPt X
−$511K
net assets · Ln 32
Cash and savingsLn 1–2$2.8M
Total assetsLn 16$7.4M
LiabilitiesLn 26$7.9M
PeoplePt VI, VII
17
listed · VII A
PaidVII A3
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$38.7M
Government grantsLn 1e$38.4M
Fees for servicesLn 2g$2.3M
Investment incomeLn 3$18K
Total revenueLn 12$41.0M
Assets in detailPt X, end of year
CashLn 1$2.8M
Cash and savings togetherLn 1–2$2.8M
Land, buildings, equipmentLn 10c$3.1M
Other assetsLn 15$10K
Total assetsLn 16$7.4M
LiabilitiesLn 26$7.9M
Net assetsLn 32−$511K
OperationsPt I, VI
EmployeesI 5527
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 FY21End FY21
Cash and savingsLn 1–2$3.1M$2.8M
Land, buildings, equipmentLn 10c$3.2M$3.1M
Total assetsLn 16$7.1M$7.4M
LiabilitiesLn 26$7.7M$7.9M
Net assetsLn 32−$671K−$511K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.8M$1.8M
Grants to domestic individualsLn 2$6.2M$6.2M
Pay of current officers, directors and key staffLn 5$653K$653K
Other salaries and wagesLn 7$13.8M$13.8M
Other employee benefitsLn 9$2.6M$2.6M
Payroll taxesLn 10$1.5M$1.5M
Management feesLn 11a$5.4M$5.4M
Legal feesLn 11b$18K$18K
Other fees for servicesLn 11g$2.5M$2.5M
OccupancyLn 16$3.3M$3.3M
TravelLn 17$359K$359K
Depreciation, depletion and amortizationLn 22$370K$370K
InsuranceLn 23$533K$533K
Other expenses (24a–d)Ln 24$1.9M$1.9M
Total functional expensesLn 25$40.9M$35.5M$5.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $53.5M$50.8M$2.7M$5.5M 990 PDF
FY2024 $47.2M$46.8M$374K$2.8M 990 PDF
FY2023 $45.1M$45.2M−$69K$2.4M 990 PDF
FY2022 $46.2M$43.1M$3.1M$2.6M 990 PDF
FY2021 Viewing $41.0M$40.9M$160K−$511K 990 PDF
FY2020 $41.2M$42.0M−$766K−$671K 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 FY2021 990 (6 parts)
Part I · Summary $41,021,166 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $38,289,669$38,699,250
I-9 Program service revenuePrior year $2,927,523$2,303,447
I-10 Investment incomePrior year $15,652$18,469
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $41,232,844$41,021,166
I-13 Grants and similar amounts paidPrior year $7,897,292$8,011,514
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $19,366,056$18,477,379
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $14,735,118$14,372,019
I-18 Total expensesPrior year $41,998,466$40,860,912
I-19 Revenue less expensesPrior year −$765,622$160,254
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 $41,021,166 across 6 lines filed
Lines not itemized here account for $18,469 of total revenue; see the IRS return.
VIII-1a Federated campaigns$47,839
VIII-1e Government grants$38,424,649
VIII-1f All other contributions, gifts and grants$226,762
VIII-1h Total contributions, gifts and grants$38,699,250
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,303,447$2,303,447
VIII-12 Total revenueRelated to mission $2,303,447 · Unrelated business $0 · Excluded from tax $18,469$41,021,166
Part IX · Statement of functional expenses $40,860,912 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $1,772,766$1,772,766
IX-2 Grants to domestic individualsPrograms $6,238,748$6,238,748
IX-5 Pay of current officers, directors and key staffPrograms $653,477$653,477
IX-7 Other salaries and wagesPrograms $13,770,528$13,770,528
IX-9 Other employee benefitsPrograms $2,594,159$2,594,159
IX-10 Payroll taxesPrograms $1,459,215$1,459,215
IX-11a Management feesManagement $5,394,018$5,394,018
IX-11b Legal feesPrograms $17,673$17,673
IX-11g Other fees for servicesPrograms $2,483,769$2,483,769
IX-16 OccupancyPrograms $3,266,377$3,266,377
IX-17 TravelPrograms $359,305$359,305
IX-22 Depreciation, depletion and amortizationPrograms $369,515$369,515
IX-23 InsurancePrograms $533,264$533,264
IX-24 Other expenses (24a–d)Programs $1,948,098$1,948,098
IX-25 Total functional expensesPrograms $35,466,894 · Management $5,394,018 · Fundraising $0$40,860,912
Part X · Balance sheet $7,357,877 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $3,121,334$2,753,969
X-4 Accounts receivableStart of year $727,010$660,743
X-9 Prepaid expenses and deferred chargesStart of year $56,172$880,345
X-10c Land, buildings and equipment, netStart of year $3,160,772$3,052,320
X-15 Other assetsStart of year $10,500$10,500
X-16 Total assetsStart of year $7,075,788$7,357,877
X-17 Accounts payable and accrued expensesStart of year $3,339,571$3,638,413
X-19 Deferred revenueStart of year $533,235$621,919
X-25 Other liabilitiesStart of year $3,874,007$3,608,316
X-26 Total liabilitiesStart of year $7,746,813$7,868,648
X-27 Net assets without donor restrictionsStart of year −$671,025−$510,771
X-32 Total net assets or fund balancesStart of year −$671,025−$510,771
X-33 Total liabilities and net assetsStart of year $7,075,788$7,357,877
Part XI · Reconciliation of net assets −$510,771 net assets at year end
XI-1 Total revenue$41,021,166
XI-2 Total expenses$40,860,912
XI-3 Revenue less expenses$160,254
XI-4 Net assets at start of year−$671,025
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$510,771

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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