2026-09-15T16:21:17-05:00 2025-10-31 060903326 WHITTLESEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990 2024-11-01 066071847 NEW OPPORTUNITIES INC NEWO 2035759799 232 NORTH ELM STREET WATERBURY CT 06702 MARK KOVITCH CHIEF FINANCIAL OFFICER 2035759799 2026-09-15 1 1 THOMAS DOWLING P01232667 8605223111 2024 MARK KOVITCH 232 NORTH ELM STREET WATERBURY CT 06702 37171446 0 X WWW.NEWOPPINC.ORG X 1964 CT TO IMPROVE THE QUALITY OF LIFE FOR ECONOMICALLY DISADVANTAGED INDIVIDUALS. 17 17 613 317 0 0 39761925 33955565 1858753 1735056 -11674 259364 400712 1166826 42009716 37116811 19255333 18180131 0 0 13351367 12901299 0 0 0 9643283 10590074 42249983 41671504 -240267 -4554693 16308791 13959412 16622447 18827761 -313656 -4868349 X TO IMPROVE THE QUALITY OF LIFE FOR ECONOMICALLY DISADVANTAGED INDIVIDUALS BY PROVIDING THE NECESSARY RESOURCES TO INCREASE THEIR STANDARD OF LIVING, FOSTER SELF IMPROVEMENT, AND TO MAXIMIZE SELF EMPOWERMENT. 0 0 17992776 16226146 107690 ENERGY PROGRAMS: ENERGY PROGRAMS INCLUDES CONNECTICUT ENERGY ASSISTANCE PROGRAM, WATER ASSISTANCE PROGRAM, AND WEATHERIZATION SERVICES. CONNECTICUT ENERGY AND WATER ASSISTANCE PROGRAMS PROVIDES HEAT AND WATER ASSISTANCE FOR LOW-INCOME RENTERS AND HOMEOWNERS. 33,049 PEOPLE RECEIVED ASSISTANCE WITH THEIR UTILITIES BILLS UNDER CONNECTICUT ENERGY AND WATER ASSISTANCE PROGRAMS. WEATHERIZATION SERVICES PROVIDES HELP TO HOUSEHOLDS TO DECREASE ENERGY CONSUMPTION. 183 HOUSEHOLDS WERE ABLE TO DECREASE THEIR HOME ENERGY CONSUMPTION BY USING WEATHERIZATION SERVICES 3953017 312740 192089 ELDERLY: ELDERLY PROGRAM INCLUDES NUTRITIONAL SERVICES BY PROVIDING HOT MEALS TO SENIOR CITIZENS AND HOMECARE SERVICES, INCLUDING RETIRED SENIOR VOLUNTARY PROGRAM, FOSTER GRANDPARENT PROGRAM, SENIOR COMPANION PROGRAM AND OTHERS. 3,630 SENIOR INDIVIDUALS RECEIVED PREPARED MEALS DURING THE YEAR AND 1,719 INDIVIDUALS/FAMILIES RECEIVED FOOD DURING THE YEAR. 5131448 470157 438418 COMMUNITY SERVICES: COMMUNITY SERVICES PROVIDES WORK READINESS ASSISTANCE, EMPLOYMENT TRAINING, CORONAVIRUS AID, AND CASE MANAGEMENT SERVICES FOR LOW-INCOME INDIVIDUALS. OPERATES THREE FAMILY DEVELOPMENT CENTERS IN WATERBURY, MERIDEN, AND TORRINGTON, CONNECTICUT. 2,264 LOW-INCOME PEOPLE RECEIVED ACADEMIC, HEALTH AND SOCIAL DEVELOPMENT ASSISTANCE, FINANCIAL LITERACY OR EMPLOYMENT TRAINING. ALSO, 940 INDIVIDUALS RECEIVED CASE MANAGEMENT SERVICES. 3953500 149116 303029 EARLY CHILDCARE: EARLY CHILDCARE PROGRAM PROVIDES DAYCARE SERVICES TO CHILDREN WHOSE PARENTS WORK. 424 CHILDREN AGES 0 TO 5 YEAR OLD WERE PROVIDED DAYCARE SERVICES DURING THE YEAR. 4510680 1021972 15000 HOUSING: HOUSING PROGRAMS INCLUDED EMERGENCY SHELTERS, PERMANENT HOUSING, RAPID REHOUSING, AND JUSTICE PROGRAM PROVIDING ALTERNATIVE HOUSING FOR INDIVIDUALS PROGRESSING THROUGH THE JUDICIAL SYSTEM. 1,142 LOW-INCOME INDIVIDUALS/FAMILIES RECEIVED ASSISTANCE IN OBTAINING ADEQUATE, SAFE, AND AFFORDABLE HOUSING. 3469471 444782 CT FOOD 4 THOUGHT (CTF4T) PROVIDES SAFE, CLEAN "GREEN JOBS" TO MEMBERS OF THE COMMUNITY IN THE EMERGING FIELD OF HYDROPONICS. SPECIFICALLY, CTF4T OFFERS JOB OPPORTUNITIES TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES, THOSE PREVIOUSLY INCARCERATED, AND THOSE WHO ARE UNEMPLOYED AS A WAY TO PROVIDE A PATH TO HIGHER LEVEL EMPLOYMENT OPPORTUNITIES IN BOTH THIS INDUSTRY AND OTHERS, SUCH AS: THE FIELD OF NUTRITION, FOOD SAFETY, ENVIRONMENTAL MANAGEMENT, AND HORTICULTURE. IN ADDITION, CTF4T PROVIDED OVER 374,400 FOUR OUNCES CONTAINERS OF LETTUCE TO LOCAL COMMUNITIES INCLUDING FOOD PANTRIES THROUGHOUT CONNECTICUT TO ECONOMICALLY DISADVANTAGED INDIVIDUALS AND 89 GROCERY STORES. 11933651 1171088 762811 39010892 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 270 0 1 613 1 0 0 0 0 0 1 0 0 0 0 0 X 17 17 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X DR OMAR ANDUJAR 2035754222 232 NORTH ELM STREET WATERBURY CT 06702 MELISSA GREEN CHAIRPERSON 1.00 X X 0 0 0 BELINDA WEAVER VICE CHAIRPERSON 1.00 X X 0 0 0 VICTOR LOPEZ TREASURER 1.00 X X 0 0 0 MARITZA RIVERA SECRETARY 1.00 X X 0 0 0 JOHN BURRUS DIRECTOR 1.00 X 0 0 0 DORA BENNETT DIRECTOR 1.00 X 0 0 0 MARY CONKLIN DIRECTOR 1.00 X 0 0 0 DENEEN FRYER DIRECTOR 1.00 X 0 0 0 JOYCE KENNEDY JONES DIRECTOR 1.00 X 0 0 0 GAYLYNN HADLEY DIRECTOR 1.00 X 0 0 0 JOHN DAVIS DIRECTOR 1.00 X 0 0 0 MICHELE SAAVEDRA-SLAPPEY DIRECTOR 1.00 X 0 0 0 ROSA CARLASCIO DIRECTOR 1.00 X 0 0 0 CHELSEY HARRIS DIRECTOR 1.00 X 0 0 0 ALICIA DEBARROWS DIRECTOR 1.00 X 0 0 0 MELISSA HURLEY DIRECTOR 1.00 X 0 0 0 SONYA JELKS DIRECTOR 1.00 X 0 0 0 WILLIAM R RYBCZYK PRESIDENT/CEO (FORMER) 40.00 X 257168 0 11401 MARK E KOVITCH CFO 40.00 X 157370 0 29344 OMAR ANDUJOR CHIEF ADMINISTRATIVE OFFIC 40.00 X 157293 0 689 JOANNE BALASCHAK DIRECTOR OF ENERGY SERVICE 40.00 X 140609 0 6240 BRIAN BONDS DIRECTOR OF RESIDENTIAL AN 40.00 X 115460 0 22048 GAWDYS GRULLEN DIRECTOR OF RESEARCH, DEVE 40.00 X 115777 0 14755 STEVEN BURKMAN DIRECTOR OF INFORMATION SE 40.00 X 110331 0 4882 ADRIENNE M RICCIARDI DIRECTOR OF EARLY CHILDHOO 40.00 X 113563 0 13743 JAMES H GATLING PHD FORMER PRESIDENT/CEO 1.00 X 100009 0 0 1267580 0 103102 9 1 1 0 TRIO FOODS PO BOX 742992 ATLANTA GA 30374 FOOD SERVICE 1895154 GENERAL TECHNOLOGY GROUP 15 WEST SHORE DRIVE BETHLEHEM CT 06751 IT SERVICES 298429 MAXIMAL SECURITY SERVICES 77 LEFAYETTE MILLS RD MANALAPAN NJ 07726 SECURITY 289361 DIAMOND ROOFING SPECIALIST INC 90 BROOKSIDE RD WATERBURY CT 06708 ROOFING 238490 EVANS FLOOR & CLEANING SERVICES LLC 191 ALWOOD AVENUE WATERBURY CT 06705 CLEANING 211034 8 8198 32321155 1626212 1302482 33955565 PROGRAM REVENUE 624200 1512861 1512861 PROGRAM REVENUE - RENTAL 624200 222195 222195 1735056 135205 135205 162981 38822 124159 124159 124159 31830 8198 15813 16017 16017 EMPLOYEE RETENTION CREDIT 900099 859472 859472 BOND DEBT SERVICE FUNDING 624200 289828 289828 MISCELLANEOUS INCOME 900099 1509 1509 1150809 37116811 2885865 0 275381 599940 599940 17580191 17580191 1327764 703474 624290 9519523 8762832 756691 145001 125744 19257 876576 766917 109659 1032435 898294 134141 29762 8353 21409 151400 151400 24111 24111 342172 319893 22279 22545 9536 13009 442325 227265 215060 89306 39225 50081 2009444 1820578 188866 194382 193198 1184 146619 122679 23940 501549 391564 109985 1269073 1238328 30745 518379 371573 146806 FOOD SERVICES AND SUPPL 2220320 2216921 3399 IMPAIRMENT LOSS 1433399 1433399 IN KIND EXPENSES 1067232 1065052 2180 CLIENT SUPPORTS AND SUP 116187 115936 251 11869 11869 41671504 39010892 2660612 0 142263 334892 2102779 956384 18259 46433 42530 123347 28308757 17885672 11842315 10423085 2160645 2075271 16308791 13959412 4732701 1885836 1250794 1181878 1192441 912478 8408511 7526057 1038000 7321512 16622447 18827761 X -541013 -5149029 227357 280680 -313656 -4868349 16308791 13959412 -4554693 0 X X 0 0 1 0 X 42084549 46305354 43556232 39760228 33947366 205653729 42084549 46305354 43556232 39760228 33947366 205653729 205653729 164 859 2850 4137 135205 143215 257034 329888 411275 402410 1175767 2576374 208373318 0.98690 0.99090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 24111 0 0 24111 0 PART II-B, LINE 1: NEW OPPORTUNITIES, INC. DIRECT CONTRACT WITH LEGISTLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY IS IN ORDER TO IMPROVE THE QUALITY OF LIFE FOR ECONOMICALLY DISADVANTAGED INDIVIDUALS. 1307373 1307373 21769218 14730819 7038399 124222 48196 76026 3181776 1678291 1503485 1926168 1428366 497802 10423085 DUE FROM AFFILIATES 1693818 SECURITY DEPOSITS 7987 OPERATING RIGHT OF USE ASSET 373466 2075271 OTHER LIABILITITES 191288 DEFERRED COMPENSATION 410338 OPERATING LEASE OBLIGATIONS 387368 DUE TO STATE OF CONNECTICUT 2952610 CASH OVERDRAFT 3379908 7321512 FORM 990, PART IV, LINE11F NEW OPPORTUNITIES, INC. IS EXEMPT FROM FEDERAL AND STATE CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AS PUBLIC CHARITIES. 0 ST VINCENT DE PAUL MIDDLETOWN 617 MAIN STREET MIDDLETOWN CT 06457 135562362 501(C)3 0 140000 BOOK HOUSING CATHOLIC CHARITIES 839 ASYLUM AVE HARTFORD CT 06105 060667607 501(C)3 0 149116 BOOK EARLY CHILDHOOD READINESS MERCY HOUSING & SHELTER CORPORATION 221 MAIN STREET HARTFORD CT 06106 061090211 501(C)3 0 310824 BOOK HOUSING ENERGY - UTILITIES 33049 16232131 BOOK RENTAL ASSISTANCE 136 654975 BOOK STIPENDS - AMERICORPS VOLUNTEERS 95 307390 BOOK OTHER CASH ASSISTANCE 333 35412 BOOK CORONAVIRUS ASSISTANCE 142 325745 BOOK GIFT CARDS 477 24538 BOOK X 1 1 X X X X 0 1 0 0 0 0 0 0 0 WILLIAM R RYBCZYK PRESIDENT/CEO (FORMER) 257168 0 0 0 0 0 0 0 11401 0 268569 0 0 0 MARK E KOVITCH CFO 157370 0 0 0 0 0 0 0 29344 0 186714 0 0 0 OMAR ANDUJOR CHIEF ADMINISTRATIVE OFFIC 157293 0 0 0 0 0 0 0 689 0 157982 0 0 0 JAMES H GATLING PHD FORMER PRESIDENT/CEO 100009 0 0 0 0 0 0 0 0 0 100009 0 0 0 PART I, LINE 4B JAMES H. GATLING, PH.D - $73,745 A CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AGENCY 060806186 20775DLY6 2021-08-19 2289475 REFINANCING OF 2011 BONDS 0 0 1 A 1313909 2289475 11861 1 0 1 1 A 0 0 0 0 0 0 1 A 1 0 0 0 0 0 A 0 SCHEDULE K, SUPPLEMENTAL INFORMATION THE ENTIRE POOLED BOND ISSUE WAS $28,840,000 AND THE TAXPAYER SHARE IS 4,040,000. SCHEDULE K, SUPPLEMENTAL INFORMATION THE ENTIRE POOLED BOND ISSUE WAS $16,175,377 AND THE TAXPAYER SHARE IS $2,289,475. THE AMOUNT ON PART II, LINE 11 WAS USED TO REFUND THE 2011 CHEFA BOND. THE BONDS ARE SECURED BY THE MURIEL H. MOORE CHILD DEVELOPMENT CENTER FACILITY. THE LOAN AGREEMENT WAS REFINANCED ON AUGUST 19, 2021 BY CHEFA TO REDUCE THE DEBT SERVICE. PAYMENTS PAID BY THE STATE OF CONNECTICUT. IN 2021, THE BONDS WERE REFUNDED AT A PAR AMOUNT OF $1,970,722 AND CHEFA STATE SUPPORTED CHILD CARE REVENUE BONDS, SERIES 2021 WERE ISSUED. THE ORIGINAL BOND PREMIUM ON THE SERIES 2021 BONDS OF $318,746 HAS BEEN CAPITALIZED AND IS BEING AMORTIZED ON A STRAIGHT-LINE METHOD (WHICH APPROXIMATES THE YIELD METHOD), OVER THE TERM OF THE BONDS. AT OCTOBER 31, 2025, THE UNAMORTIZED BOND PREMIUM WAS $93,799. X 66872 COST X 890619 COST X LIGHTING 0 209076 COST X PET FOODS 0 90643 COST X IT EQUIPMENT 0 26554 COST X OFFICE SPACE - USAGE 0 18718 COST 0 1 0 FORM 990, PART V, LINE 13A CT FORM 990, PART VI, SECTION A, LINE 5 DURING DECEMBER 2025, THE CONNECTICUT DEPARTMENT OF SOCIAL SERVICES ("DSS") IDENTIFIED THAT CERTAIN FUNDS RECEIVED UNDER THE LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM ("LIHEAP") AND INTENDED TO SATISFY OBLIGATIONS TO EVERSOURCE WERE NOT AVAILABLE BECAUSE THOSE FUNDS HAD BEEN UTILIZED TO SUPPORT OTHER ORGANIZATIONAL OPERATING COSTS. SPECIFICALLY, LIHEAP FUNDS INTENDED TO SATISFY TWO OBLIGATIONS TO EVERSOURCE TOTALING $2,411,500 WERE UNAVAILABLE. IN ADDITION, THE ORGANIZATION DETERMINED THAT AN ADDITIONAL $541,110 WAS REQUIRED TO COVER LIHEAP CHECKS ISSUED DURING PROGRAM YEAR 2025 THAT CLEARED DURING PROGRAM YEAR 2026. AS A RESULT, THE ORGANIZATION HAD OUTSTANDING LIHEAP-RELATED OBLIGATIONS TOTALING $2,952,610 INCLUDED IN CASH OVERDRAFTS AS OF OCTOBER 31, 2025. BECAUSE THE LIHEAP FUNDS WERE NOT UTILIZED FOR THEIR INTENDED PROGRAM PURPOSES, THE ORGANIZATION BECAME OBLIGATED TO REPAY THE STATE OF CONNECTICUT $2,952,610. ACCORDINGLY, A CORRESPONDING LIABILITY OF $2,952,610 HAS BEEN RECORDED AS DUE TO STATE OF CONNECTICUT. THE ORGANIZATION IS CURRENTLY WORKING WITH THE STATE OF CONNECTICUT TO ESTABLISH REPAYMENT TERMS FOR THIS OBLIGATION. AS THE LIHEAP FUNDS WERE NOT EXPENDED IN ACCORDANCE WITH PROGRAM REQUIREMENTS, THE ORGANIZATION WAS NOT ENTITLED TO RECOGNIZE THE RELATED GRANT REVENUE FOR THE YEAR ENDED OCTOBER 31, 2025. CONSEQUENTLY, LIHEAP-RELATED EXPENDITURES OF $2,952,610 ARE REFLECTED WITHOUT CORRESPONDING GRANT REVENUE. AS A RESULT, THE ORGANIZATION RECOGNIZED AN ADDITIONAL DEFICIT OF $2,952,610 FOR THE YEAR ENDED OCTOBER 31, 2025. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE ACTING CEO/PRESIDENT, SENIOR MANAGEMENT AND THE BOARD OF DIRECTORS PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED ANNUALLY TO COMPLETE A COI STATEMENT. EACH BOARD MEMBER'S CONFLICT STATEMENT IS REVIEWED WITH THEM TO ENSURE THEY UNDERSTAND WHAT IS REQUIRED AND WHY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY A COMPENSATION COMMITTEE BASED ON THE RESULTS OF AN INDEPENDENT COMPENSATION CONSULTANT. ALL OTHER KEY EMPLOYEES ARE EVALUATED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2B THE ORGANIZATION IS REQUIRED TO UNDERGO AN INDEPENDENT AUDIT OF ITS FINANCIAL STATEMENTS. IN ADDITION, BASED ON ITS LEVEL OF FEDERAL EXPENDITURES, THE ORGANIZATION IS REQUIRED TO UNDERGO A SINGLE AUDIT IN ACCORDANCE WITH THE UNIFORM GUIDANCE. AS OF THE FILING DATE OF THIS FORM 990, NEITHER THE FINANCIAL STATEMENT AUDIT NOR THE RELATED SINGLE AUDIT HAD BEEN COMPLETED. ACCORDINGLY, THE RESPONSES IN PART XII REFLECT THE STATUS OF THESE ENGAGEMENTS AS OF THE DATE THE RETURN WAS FILED. BOTH THE FINANCIAL STATEMENT AUDIT AND RELATED SINGLE AUDIT ARE EXPECTED TO BE COMPLETED AFTER THE FILING OF THE FORM 990. NORTH SQUARE GATEWAY TERRACE INC 232 NORTH ELM STREET WATERBURY CT 06702 391693980 LOW INCOME HOUSING CT 501(C)(3) LINE 10 N/A 0 NEW OPPORTUNITIES ECONOMIC DEVELOPMENT 232 NORTH ELM STREET WATERBURY CT 06702 273540138 PROMOTE ECONOMIC DEVELOPMENT CT 501(C)(3) LINE 7 N/A 0 CAMELOT LIMITED PARTNERSHIP 232 NORTH ELM STREET WATERBURY CT 06702 061531373 LOW INCOME HOUSING CT NEW OPPORTUNITIES INC RELATED -1430 86603 0 0 1.00000 CAMELOT CENTER INC 232 NORTH ELM STREET WATERBURY CT 06702 061531370 REAL ESTATE RENTAL CT NEW OPPORTUNITIES INC C -1679 1.00000 1 COMMUNITY-WIDE INVESTMENT CORPORATION 232 NORTH ELM STREET WATERBURY CT 06702 061103496 INACTIVE CT NEW OPPORTUNITIES INC C -1350 1.00000 1 NORTH SQUARE GATEWAY TERRACE DEVELOPMENT 232 NORTH ELM STREET WATERBURY CT 06702 264188184 REAL ESTATE DEVELOPMENT CT NEW OPPORTUNITIES INC -1200 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 NORTH SQUARE GATEWAY TERRACE R 106666 CASH COMMUNITY WIDE INVESTMENT CORPORATION R 17814 CASH CAMELOT LIMITED PARTNERSHIP R 204061 CASH NORTH SQUARE GATEWAY DEVELOPMENT INC R 150455 CASH NEW OPPORTUNITIES ECONOMIC DEVELOPMENT CORPORATION R 1205960 CASH CAMELOT CENTER INC R 11052 CASH