Nonprofit · EIN 26-6406869
CONNECTION INC EMPLOYEE BENEFIT TR
Also known as PETER A NUCCI JR TTEE
Tax-exempt · MIDDLETOWN, CT 06457
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,494,480 | $7,503,597 | -$9,117 | $3,547,453 | $2,052,729 | $1,494,724 |
| December 31, 2023 | 990 | $6,998,608 | $6,915,219 | $83,389 | $3,163,070 | $1,570,883 | $1,592,187 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,324,357
- Investment income
- $4,506
- Other revenue
- $165,617
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,473,442
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $3,163,070
- Total assets, end of year
- $3,547,453
- Total liabilities, end of year
- $2,052,729
- Net assets, end of year
- $1,494,724
- Net assets without donor restrictions
- $1,494,724
- Gross receipts
- $7,494,480
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1990
- State of legal domicile
- CT
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LISA DEMATTEIS-LEPORE | CEO Trustee or director | 1 | $0 | $427,209 | $24,609 |
| RAY BOVICH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GARY WALLACE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KAREN BUCKLEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BETH CONNOR | CBDO Trustee or director | 1 | $0 | $0 | $0 |
| STEVE ABSHIRE | CFO Trustee or director | 1 | $0 | $0 | $0 |
| RITIKA TRIPATHI | DIRECTOR OF HR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| LISA DEMATTEIS-LEPORE | TRUSTEE Trustee or director | 1 | $0 | $406,690 |
| RAY BOVICH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GARY WALLACE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KAREN BUCKLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROB COHN | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 ROSCOMMON DR STE 203, MIDDLETOWN, CT 06457-7558
- In care of
- % THOMAS FORSCHNER
- Mailing address (990-N for 2009)
- 955 South Main St, Middletown CT 06457
- Principal officer (990 for 2024)
- STEPHEN ABSHIRE, 100 ROSCOMMON DRIVE 203, MIDDLETOWN, CT 06457
- Principal officer (990-N for 2009)
- Lynn Spencer, 955 South Main St, Middletown CT 06457
- Signed the 990
- STEPHEN ABSHIRE, CFO
- Phone
- (860) 343-5500
- Return prepared by
- WHITTLESEY PC
Mission
TO FUNCTION AS A FUNDING VEHICLE TO ONE OR MORE BENEFITS PLANS FOR PROVIDING CERTAIN DEATH, MEDICAL, ACCIDENT, RETIREMENT AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE CONNECTION, INC. AND THE CONNECTION FUND, INC. AND THEIR DEPENDENTS, WHETHER ON AN INSURED OR SELF-INSURED BASIS, AND WHETHER THROUGH GROUP INSURANCE POLICIES, GROUP ANNUITY CONTRACTS OR OTHER INVESTMENT CONTRACTS.
Program accomplishments
- TRUST ESTABLISHED AS A FUNDING VEHICLE TO ONE OR MORE BENEFIT PLANS FOR PROVIDING CERTAIN DEATH, MEDICAL, ACCIDENT, RETIREMENT AND OTHER BENEFITS TO ELIGIBLE EMPLOYEES OF THE CONNECTION, INC. AND THE CONNECTION FUND, INC. AND THEIR DEPENDENTS, WHETHER ON AN INSURED OR SELF-INSURED BASIS, AND WHETHER THROUGH GROUP INSURANCE POLICIES, GROUP ANNUITY CONTRACTS OR OTHER INVESTMENT CONTRACTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-6406869
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,547,453
- Income (IRS master file)
- $7,494,480
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,494,480 | $7,503,597 | $3,547,453 | XML |
| 990 | December 2023 | $6,998,608 | $6,915,219 | $3,163,070 | XML |
| 990 | December 2022 | $6,583,321 | $6,095,495 | $3,091,633 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: Lynn Spencer | December 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 26-6406869).
Questions about CONNECTION INC EMPLOYEE BENEFIT TR
- What is the EIN of CONNECTION INC EMPLOYEE BENEFIT TR?
- The employer identification number (EIN) of CONNECTION INC EMPLOYEE BENEFIT TR is 26-6406869.
- Is CONNECTION INC EMPLOYEE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to CONNECTION INC EMPLOYEE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CONNECTION INC EMPLOYEE BENEFIT TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CONNECTION INC EMPLOYEE BENEFIT TR 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 CONNECTION INC EMPLOYEE BENEFIT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CONNECTION INC EMPLOYEE BENEFIT TR?
- The 990 for the year ended December 31, 2024 names STEPHEN ABSHIRE.
- Who are the officers and directors of CONNECTION INC EMPLOYEE BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does CONNECTION INC EMPLOYEE BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,494,480, expenses of $7,503,597 and total assets of $3,547,453 at year end.
Other nonprofits in MIDDLETOWN
- ZETA THETA HOUSE OF KAPPA GAMMA FRATERNITY EIN 06-1218037 · last filed 990-EZ for 2024
- FRIENDS OF INDIAN HILL CEMETERY INC EIN 47-5003411 · last filed 990-N for 2025
- NUTMEG CHAPEL NO 29 EIN 82-2462990 · last filed 990-N for 2025
- MIDDLETOWN CT TILLER ASSOCIATION INC EIN 88-2645418 · last filed 990-N for 2025
- MIDDLESEX HOSPITAL EIN 06-0646718 · last filed 990 for 2025
- WESLEYAN UNIVERSITY EIN 06-0646959 · last filed 990 for 2025
- COMMUNITY HEALTH CENTER INCORPORATED EIN 06-0897105 · last filed 990 for 2025
- THE CONNECTION INC EIN 06-0886125 · last filed 990 for 2025
All nonprofits in MIDDLETOWN · Connecticut · Mutual and membership benefit