Civic Intelligence

Connecticut Education Assoc Health & Welfare Benefits Plan

EIN 02-0678121 • 501(c)9 • Hartford, CT

Profile

To partially fund liabilities related to benefits provided through cea health & welfare benefits plan to active and retired cea employees

Refreshing map…

21 Oak Street 500Hartford, CT 06106-8001

www.cea.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$222,768

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

86%

Faster revenue growth than 94% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$20,005,654

Up $2,001,784 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$20,005,654

Up $2,001,784 (+11%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin90th percentile

Revenue

Up

$1,658,750

Up $765,307 (+86%) from 2023

Expenses

Down

$704,508

Down $52,538 (-6.9%) from 2023

Net Income

Up

$954,242

Up $817,845 (+600%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $4,885,188Liabilities 2010: $5,294Net Assets 2010: $4,879,8942010Assets 2011: $6,683,414Liabilities 2011: $5,380Net Assets 2011: $6,678,0342011Assets 2012: $7,546,386Liabilities 2012: $25,576Net Assets 2012: $7,520,8102012Assets 2013: $8,493,921Liabilities 2013: $0Net Assets 2013: $8,493,9212013Assets 2014: $9,989,081Liabilities 2014: $0Net Assets 2014: $9,989,0812014Assets 2015: $10,410,150Liabilities 2015: $0Net Assets 2015: $10,410,1502015Assets 2016: $10,572,789Liabilities 2016: $0Net Assets 2016: $10,572,7892016Assets 2017: $12,197,942Liabilities 2017: $0Net Assets 2017: $12,197,9422017Assets 2018: $13,279,763Liabilities 2018: $0Net Assets 2018: $13,279,7632018Assets 2019: $14,280,733Liabilities 2019: $0Net Assets 2019: $14,280,7332019Assets 2020: $15,516,424Liabilities 2020: $0Net Assets 2020: $15,516,4242020Assets 2021: $19,217,849Liabilities 2021: $0Net Assets 2021: $19,217,8492021Assets 2022: $16,787,762Liabilities 2022: $36,705Net Assets 2022: $16,751,0572022Assets 2023: $18,003,870Liabilities 2023: $0Net Assets 2023: $18,003,8702023Assets 2024: $20,005,654Liabilities 2024: $0Net Assets 2024: $20,005,6542024

Highlighted filing

2024

Assets$20,005,654
Liabilities$0
Net Assets$20,005,654
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2010: $58,4912010Expenses 2011: $73,0402011Expenses 2012: $67,5482012Revenue 2013: $1,189,188Expenses 2013: $78,565Net Income 2013: $1,110,6232013Revenue 2014: $857,745Expenses 2014: $85,885Net Income 2014: $771,8602014Revenue 2015: $1,075,093Expenses 2015: $93,792Net Income 2015: $981,3012015Revenue 2016: $821,574Expenses 2016: $655,064Net Income 2016: $166,5102016Revenue 2017: $1,637,499Expenses 2017: $793,495Net Income 2017: $844,0042017Revenue 2018: $2,092,789Expenses 2018: $847,179Net Income 2018: $1,245,6102018Revenue 2019: $1,743,627Expenses 2019: $875,327Net Income 2019: $868,3002019Revenue 2020: $2,880,393Expenses 2020: $853,134Net Income 2020: $2,027,2592020Revenue 2021: $1,950,181Expenses 2021: $805,233Net Income 2021: $1,144,9482021Revenue 2022: $2,678,286Expenses 2022: $686,549Net Income 2022: $1,991,7372022Revenue 2023: $893,443Expenses 2023: $757,046Net Income 2023: $136,3972023Revenue 2024: $1,658,750Expenses 2024: $704,508Net Income 2024: $954,2422024

Highlighted filing

2024

Revenue$1,658,750
Expenses$704,508
Net Income$954,242
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$20,005,654
Liabilities
$0
Net assets
$20,005,654
Revenue
$1,658,750
Expenses
$704,508
Net income
$954,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$0.00$20.0$1.66$0.70$0.95
2023Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$0.89$0.76$0.14
2022Detailed filing. Detailed filing data is available for this year.$16.8$0.04$16.8$2.68$0.69$1.99
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.2$0.00$19.2$1.95$0.81$1.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.5$0.00$15.5$2.88$0.85$2.03
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$14.3$0.00$14.3$1.74$0.88$0.87
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$0.00$13.3$2.09$0.85$1.25
2017Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.64$0.79$0.84
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$0.82$0.66$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.00$10.4$1.08$0.09$0.98
2014Detailed filing. Detailed filing data is available for this year.$9.99$0.00$9.99$0.86$0.09$0.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.49$0.00$8.49$1.19$0.08$1.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.55$0.03$7.52$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.68$0.01$6.68$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$0.01$4.88$0.06
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$13,629,763
Mission and Program Overview

Mission

To partially fund liabilities related to benefits provided through cea health & welfare benefits plan to active and retired cea employees

Trust established by the connecticut eductation association, plan sponsor, to fund partially liabilities related to benefits provided through the connecticut education association health and welfare benefits plan to active and retired employees of the connecticut education association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$16,751,057$18,003,870▲ $1,252,813
Investments in Publicly Traded Securities$15,121,165$16,336,976▲ $1,215,811
Investments Other Securities$764,944$1,002,673▲ $237,729
Savings and Temporary Cash Investments$834,268$494,164▼ $340,104
Cash and Non-Interest-Bearing Accounts$38,985$131,976▲ $92,991
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$16,787,762$18,003,870▲ $1,216,108
Other Assets Total$28,400$38,081▲ $9,681
Liabilities
Accounts Payable and Accrued Expenses$36,705$0▼ $36,705
Total Liabilities$36,705$0▼ $36,705
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,751,057$18,003,870▲ $1,252,813
Total Liabilities and Net Assets / Fund Balance$16,787,762$18,003,870▲ $1,216,108

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$328,821--
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleBaseOtherTotal
Donald WilliamsTrustee$228,958$56,986$285,944
Kate DiasTrustee$124,902$133,373$124,902
Joslyn DelanceyTrustee$100,722$113,332$100,722
Stephanie WanzerTrustee$11,760-$11,760
Tara FlahertyTrustee$4,900-$4,900
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$700,429
Investment Income
$193,014
Other Revenue
$0
Change in Net Assets
$136,397

Audited Revenue Reconciliation

Revenue per Audited Statements
$893,443
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,116,416
Total Revenue per Audited Statements
$2,009,859
Total Revenue per Form 990
$893,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$757,046
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$700,429
Fees for Service Investment Mgmnt Fees---$56,617
Total Functional Expenses$0$0$0$757,046

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$757,046
Total Expenses per Audited Statements$757,046
Total Expenses per Form 990$757,046
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The trutees review the draft form 990 and compare balances to the draft form 5500 and audited financial statements prior to the final form 990 filing.”

Form 990, Part VI, Section C, Line 19

“It is available upon request.”

Filing and Contact Details

Filer

Filer Name
Connecticut Education Assoc Health &
EIN
02-0678121
Phone
8605255641
Address
21 OAK STREET 500, HARTFORD, CT 06106-8001

Signing Officer

Name
Todd Jaeck
Title
Executive Director
Phone
8605255641
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Jaeck
Formed
2002
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Lawrence Carboni
Phone
8605223111
Supplemental Narrative

Additional Explanations

Form 990, XIII, Lince 2C

“The process did not change from prior year.”

Raw XML Appendix400 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt036705
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TRUST ESTABLISHED BY THE CONNECTICUT EDUCTATION ASSOCIATION, PLAN SPONSOR, TO FUND PARTIALLY LIABILITIES RELATED TO BENEFITS PROVIDED THROUGH THE CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN TO ACTIVE AND RETIRED EMPLOYEES OF THE CONNECTICUT EDUCATION ASSOCIATION.
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE CONNECTICUT EDUCATION ASSOCIATI
IRS990/BooksInCareOfDetail/PhoneNum08607256336
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt021 OAK STREET SUITE 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0HARTFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0061068006
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt016751057
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt018003870
IRS990/CashNonInterestBearingGrp/BOYAmt038985
IRS990/CashNonInterestBearingGrp/EOYAmt0131976
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0193014
IRS990/CYOtherExpensesAmt0757046
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0700429
IRS990/CYRevenuesLessExpensesAmt0136397
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0757046
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0893443
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TRUST ESTABLISHED BY CEA, PLAN SPONSOR, TO PARTIALLY FUND LIABILITIES RELATED TO BENEFITS PROVIDED THROUGH CEA HEALTH & WELFARE BENEFITS PLAN TO ACTIVE AND RETIRED CEA EMPLOYEES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0757046
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt056617
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt035817
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt356986
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0KATE DIAS
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHANIE WANZER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSLYN DELANCEY
IRS990/Form990PartVIISectionAGrp/PersonNm3DONALD WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4TARA FLAHERTY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0124902
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt111760
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2100722
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3228958
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt44900
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt097556
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2113332
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-497526
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012238794
IRS990/GrossReceiptsAmt013629763
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0690540
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0690540
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0764944
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01002673
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015121165
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016336976
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012736320
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PARTIALLY FUND LIABILITIES RELATED TO BENEFITS PROVIDED THROUGH CEA HEALTH & WELFARE BENEFITS PLAN TO ACTIVE AND RETIRED CEA EMPLOYEES
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016751057
IRS990/NetAssetsOrFundBalancesEOYAmt018003870
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-497526
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-497526
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01116416
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028400
IRS990/OtherAssetsTotalGrp/EOYAmt038081
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PREMIUMS PAID
IRS990/OtherExpensesGrp/TotalAmt0700429
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TODD JAECK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SPONSOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0700429
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0700429
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02051861
IRS990/PYOtherExpensesAmt0686549
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0626425
IRS990/PYRevenuesLessExpensesAmt01991737
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0686549
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02678286
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0136397
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0834268
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0494164
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0757046
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01116416
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0521553
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1152299
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2328821
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUNICIPAL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FOREIGN BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2U.S. GOVERNMENT AGENCY MORTGAGE BACKED SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt01116416
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0893443
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01002673
IRS990ScheduleD/TotalExpensesPerForm990Amt0757046
IRS990ScheduleD/TotalRevenuePerForm990Amt0893443
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0757046
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
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IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1124902
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2113332
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KATE DIAS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JOSLYN DELANCEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2100722
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUTEES REVIEW THE DRAFT FORM 990 AND COMPARE BALANCES TO THE DRAFT FORM 5500 AND AUDITED FINANCIAL STATEMENTS PRIOR TO THE FINAL FORM 990 FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IT IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, XIII, LINCE 2C
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE SERVICES TO LOCAL EDUCATION AFFILIATES
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
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IRS990/TotalAssetsEOYAmt018003870
IRS990/TotalAssetsGrp/BOYAmt016787762
IRS990/TotalAssetsGrp/EOYAmt018003870
IRS990/TotalCompGreaterThan150KInd01
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt018003870
IRS990/TotalOtherCompensationAmt092803
IRS990/TotalProgramServiceExpensesAmt0757046
IRS990/TotalProgramServiceRevenueAmt0700429
IRS990/TotalReportableCompFromOrgAmt0471242
IRS990/TotalRevenueGrp/ExclusionAmt0690540
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0202903
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0893443
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016787762
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt018003870
IRS990/TotReportableCompRltdOrgAmt0210888
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt021 OAK STREET 500
IRS990/USAddress/CityNm0HARTFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd0061068001
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CEA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TODD JAECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08605255641
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONNECTICUT EDUCATION ASSOC HEALTH &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFITS PLAN
ReturnHeader/Filer/BusinessNameControlTxt0CONN
ReturnHeader/Filer/EIN0020678121
ReturnHeader/Filer/PhoneNum08605255641
ReturnHeader/Filer/USAddress/AddressLine1Txt021 OAK STREET 500
ReturnHeader/Filer/USAddress/CityNm0HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd0061068001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060903326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITTLESEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 TRUMBULL ST 24TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006103
ReturnHeader/PreparerPersonGrp/PhoneNum08605223111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE CARBONI
ReturnHeader/ReturnTs02024-05-14T08:50:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TODD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JAECK
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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