Civic Intelligence

Connex Credit Union

EIN 06-0655052 • 501(c)14 • North Haven, CT

View Organization Page

Profile

To provide members with credit union services.

412 Washington AvenueNorth Haven, CT 06473

www.connexcu.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.91x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

18.36x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Source year 2024

Net Margin

13th percentile

2.2%

Higher net margin than 13% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

52nd percentile

3.4%

Faster asset growth than 52% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

19%

Faster revenue growth than 56% of similar nonprofits.

501(c)14 • $1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,046,785,625

Up $33,979,411 (+3.4%) from 2023

Liabilities

Up

$955,698,183

Up $31,557,248 (+3.4%) from 2023

Net Assets

Up

$91,087,442

Up $2,422,163 (+2.7%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin13th percentile

Revenue

Up

$52,043,001

Up $8,475,880 (+19%) from 2023

Expenses

Up

$50,919,757

Up $11,677,406 (+30%) from 2023

Net Income

Down

$1,123,244

Down $3,201,526 (-74%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5B$1.0B$500M$0Assets 2010: $361,975,113Liabilities 2010: $319,146,607Net Assets 2010: $42,828,5062010Assets 2011: $363,021,772Liabilities 2011: $317,155,094Net Assets 2011: $45,866,6782011Assets 2012: $377,611,025Liabilities 2012: $329,641,131Net Assets 2012: $47,969,8942012Assets 2013: $399,256,876Liabilities 2013: $349,418,264Net Assets 2013: $49,838,6122013Assets 2014: $429,883,415Liabilities 2014: $378,988,811Net Assets 2014: $50,894,6042014Assets 2015: $458,563,820Liabilities 2015: $404,575,604Net Assets 2015: $53,988,2162015Assets 2016: $493,306,196Liabilities 2016: $437,265,027Net Assets 2016: $56,041,1692016Assets 2017: $565,193,750Liabilities 2017: $505,566,698Net Assets 2017: $59,627,0522017Assets 2018: $632,181,049Liabilities 2018: $569,244,092Net Assets 2018: $62,936,9572018Assets 2019: $713,889,738Liabilities 2019: $644,777,282Net Assets 2019: $69,112,4562019Assets 2020: $766,376,274Liabilities 2020: $691,848,347Net Assets 2020: $74,527,9272020Assets 2021: $868,570,264Liabilities 2021: $788,570,918Net Assets 2021: $79,999,3462021Assets 2022: $957,477,676Liabilities 2022: $874,572,978Net Assets 2022: $82,904,6982022Assets 2023: $1,012,806,214Liabilities 2023: $924,140,935Net Assets 2023: $88,665,2792023Assets 2024: $1,046,785,625Liabilities 2024: $955,698,183Net Assets 2024: $91,087,4422024

Highlighted filing

2024

Assets$1,046,785,625
Liabilities$955,698,183
Net Assets$91,087,442
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$60M$40M$20M$0Expenses 2010: $18,849,2982010Expenses 2011: $17,244,5792011Expenses 2012: $18,082,2742012Revenue 2013: $20,254,583Expenses 2013: $18,385,865Net Income 2013: $1,868,7182013Revenue 2014: $20,104,050Expenses 2014: $19,048,058Net Income 2014: $1,055,9922014Revenue 2015: $20,747,470Expenses 2015: $18,232,311Net Income 2015: $2,515,1592015Revenue 2016: $21,927,851Expenses 2016: $19,820,408Net Income 2016: $2,107,4432016Revenue 2017: $25,489,418Expenses 2017: $22,146,509Net Income 2017: $3,342,9092017Revenue 2018: $26,423,901Expenses 2018: $22,300,410Net Income 2018: $4,123,4912018Revenue 2019: $30,667,343Expenses 2019: $26,008,197Net Income 2019: $4,659,1462019Revenue 2020: $29,642,233Expenses 2020: $25,373,854Net Income 2020: $4,268,3792020Revenue 2021: $30,771,499Expenses 2021: $24,356,778Net Income 2021: $6,414,7212021Revenue 2022: $35,206,220Expenses 2022: $27,282,343Net Income 2022: $7,923,8772022Revenue 2023: $43,567,121Expenses 2023: $39,242,351Net Income 2023: $4,324,7702023Revenue 2024: $52,043,001Expenses 2024: $50,919,757Net Income 2024: $1,123,2442024

Highlighted filing

2024

Revenue$52,043,001
Expenses$50,919,757
Net Income$1,123,244
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,046,785,625
Liabilities
$955,698,183
Net assets
$91,087,442
Revenue
$52,043,001
Expenses
$50,919,757
Net income
$1,123,244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,047$956$91.1$52.0$50.9$1.12
2023Detailed filing. Detailed filing data is available for this year.$1,013$924$88.7$43.6$39.2$4.32
2022Detailed filing. Detailed filing data is available for this year.$957$875$82.9$35.2$27.3$7.92
2021Detailed filing. Detailed filing data is available for this year.$869$789$80.0$30.8$24.4$6.41
2020Detailed filing. Detailed filing data is available for this year.$766$692$74.5$29.6$25.4$4.27
2019Detailed filing. Detailed filing data is available for this year.$714$645$69.1$30.7$26.0$4.66
2018Detailed filing. Detailed filing data is available for this year.$632$569$62.9$26.4$22.3$4.12
2017Detailed filing. Detailed filing data is available for this year.$565$506$59.6$25.5$22.1$3.34
2016Detailed filing. Detailed filing data is available for this year.$493$437$56.0$21.9$19.8$2.11
2015Detailed filing. Detailed filing data is available for this year.$459$405$54.0$20.7$18.2$2.52
2014Detailed filing. Detailed filing data is available for this year.$430$379$50.9$20.1$19.0$1.06
2013Detailed filing. Detailed filing data is available for this year.$399$349$49.8$20.3$18.4$1.87
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$378$330$48.0$18.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$363$317$45.9$17.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$362$319$42.8$18.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.0
Gross Receipts
$68,996,472
Mission and Program Overview

Mission

To provide members with credit union services

To provide members with depository, lending and other credit union services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$874,748,300$911,324,139▲ $36,575,839
Rtn Earn Endowment Incm Other Fnds$88,665,279$91,087,442▲ $2,422,163
Investments in Publicly Traded Securities$47,325,000$59,596,000▲ $12,271,000
Investments Other Securities$42,777,263$22,703,869▼ $20,073,394
Land, Buildings, and Equipment, Net$13,068,158$14,813,422▲ $1,745,264
Cash and Non-Interest-Bearing Accounts$5,337,159$7,622,979▲ $2,285,820
Receivables From Officers Etc$902,069$803,389▼ $98,680
Accounts Receivable$501,255$749,484▲ $248,229
Total Assets$1,012,806,214$1,046,785,625▲ $33,979,411
Other Assets Total$28,147,010$29,172,343▲ $1,025,333
Liabilities
Other Liabilities$875,314,160$888,306,808▲ $12,992,648
Mortgage Notes Payable Secured by Investment Property$40,696,933$59,080,202▲ $18,383,269
Escrow Account Liability$5,326,010$5,741,916▲ $415,906
Accounts Payable and Accrued Expenses$2,803,832$2,569,257▼ $234,575
Total Liabilities$924,140,935$955,698,183▲ $31,557,248
Net Assets / Fund Balance
Total Net Assets Fund Balance$88,665,279$91,087,442▲ $2,422,163
Total Liabilities and Net Assets / Fund Balance$1,012,806,214$1,046,785,625▲ $33,979,411

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,499,964$2,021,052$12,521,016
Equipment$1,330,580$2,037,288$3,367,868
Land$2,099,040-$2,099,040
Leasehold Improvements$737,977$1,006,007$1,743,984
Other Land Buildings$145,861$804,074$949,935
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Francesco ManciniCEOFT$709,714$13,800$723,514
Carl CasperEvp & COOFT$435,464$13,800$449,264
David BirkinsVP Finance aFT$287,528$10,417$297,945
David BirkinsVP Finance and CFO-$287,528$10,417$297,945
Andre JohnsonVP and CIOFT$212,636$8,108$220,744
Barbara BafumiVP ControlleFT$186,357$7,413$193,770
Barbara BafumiVP Controller-$186,357$7,413$193,770
Michael TaylorAsst. VPFT$155,875$6,586$162,461
Jason RochefortVP Branch AdFT$154,457$5,213$159,670
Jason RochefortVP Branch Admin-$154,457$5,213$159,670
Louise NestorAsst. VP MarFT$131,687$5,162$136,849
MICHAEL O'BRIENVP LendingFT$126,703$5,497$132,200
Nadine MartoneAsst VP MembFT$127,174$4,704$131,878
Malcolm EllisSecretaryPT$10,000-$10,000
Wendy ClarkeDirector-$10,000-$10,000
Corey StoneChairpersonPT$9,398-$9,398
Janice BrydenDirector-$6,331-$6,331
Annie HarperDirector-$4,419-$4,419
Matthew TurnerVice ChairPT$3,434-$3,434
Wesley JohnsonTreasurerPT$3,348-$3,348
Henry FernandezDirector-$2,185-$2,185

Board Members and Trustees

NameTitle
Edward RosenthalDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$51,032,384
Investment Income
$1,010,617
Other Revenue
$0
Change in Net Assets
$1,123,244

Audited Revenue Reconciliation

Revenue per Audited Statements
$51,087,479
Revenue Not Reported on Financial Statements
$955,522
Revenue Not Reported on Form 990
$1,234,339
Other Revenue Adjustments
$955,522
Total Revenue per Audited Statements
$52,321,818
Total Revenue per Form 990
$52,043,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,941,981
Salaries, Compensation, and Employee Benefits$13,972,561
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$22,005,215
Other Salaries and Wages---$9,225,646
Office Expenses---$3,384,352
Information Technology---$2,732,569
Other Employee Benefits---$2,509,910
Current Officers, Directors, Trustees, and Key Employees---$1,747,743
Occupancy---$1,576,518
Advertising---$1,061,106
All Other Expenses---$484,512
Pension Plan Contributions---$333,387
Other Expenses---$308,616
Fees for Services Other---$304,744
Comp Disqual Persons---$155,875
Conferences and Meetings---$67,460
Total Functional Expenses$0$0$0$50,919,757

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$50,919,757
Expenses per Audited Statements$48,513,606
Total Expenses per Audited Statements$48,513,606
Expenses Not Reported on Financial Statements$2,406,151
Other Expense Adjustments$2,406,151
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$902,069$803,389▼ $98,680
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Shares$888,306,808
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Members of the credit union are considered to be individuals maintaining minimum deposit balances.”

Form 990, Page 6, Part VI, Line 7A

“Members in good standing may vote for directors as their terms expire.”

Form 990, Page 6, Part VI, Line 7B

“Members approve decisions of the governing board in accordance with the bylaws of the credit union.”

Form 990, Page 6, Part VI, Line 11B

“Copies of form 990 are reviewed by the secretary/treasurer, signed and filed with the internal revenue service. Form 990 is discussed at the next board meeting.”

Form 990, Page 6, Part VI, Line 12C

“Annually the credit union reviews their conflict of interest policy with all officers, directors and key employees.”

Form 990, Page 6, Part VI, Line 15A

“Outside consultants are hired annually to review compensation levels of top management.”

Form 990, Page 6, Part VI, Line 15B

“Outside consultants are hired annually to review compensation levels of key employees.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Connex Credit Union
EIN
06-0655052
Phone
2036035709
Address
412 WASHINGTON AVENUE, NORTH HAVEN, CT 06473

Signing Officer

Name
Barbara Bafumi
Title
VP Controller
Phone
2036035709
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francesco Mancini
Formed
1940
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
196

Preparer

Firm
Dzinski Polzella LLC
Address
415 MIDDLEBURY RD, MIDDLEBURY, CT 06762-2502
Preparer
Joseph P Polzella CPA
Phone
2035980502
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain on benefit mgmt program 64,580”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Connex credit union provides escrow services to members that have mortgages for the purpose of disbursing funds for the payment of insurance and real estate taxes on the mortgaged properties.”

Schedule D, Page 4, Part XI, Line 4B

“Timing differences - see note below 955,522”

Schedule D, Page 4, Part XII, Line 4B

“Timing differences - see note below 2,406,151”

Schedule D, Page 4, Part XIII

“Connex credit union maintains a september 30th year end for their annual audit performed by independent auditors. For tax purposes, they maintain a december 31st year end. Therefore, it is not possible to reconcile between the audited financial figure and this tax return.”

Raw XML AppendixShowing 400 of 613 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL O'BRIEN
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IRS990/Form990PartVIISectionAGrp/PersonNm17NADINE MARTONE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP FINANCE A
IRS990/Form990PartVIISectionAGrp/TitleTxt11EVP & COO
IRS990/Form990PartVIISectionAGrp/TitleTxt12VP AND CIO
IRS990/Form990PartVIISectionAGrp/TitleTxt13VP CONTROLLE
IRS990/Form990PartVIISectionAGrp/TitleTxt14VP BRANCH AD
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP LENDING
IRS990/Form990PartVIISectionAGrp/TitleTxt16ASST. VP
IRS990/Form990PartVIISectionAGrp/TitleTxt17ASST VP MEMB
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASST. VP MAR
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0804074
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0949935
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0888306808
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SHARES
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IRS990ScheduleD/RevenueNotReportedAmt01234339
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0955522
IRS990ScheduleD/RevenueSubtotalAmt051087479
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CONNEX CREDIT UNION PROVIDES ESCROW SERVICES TO MEMBERS THAT HAVE MORTGAGES FOR THE PURPOSE OF DISBURSING FUNDS FOR THE PAYMENT OF INSURANCE AND REAL ESTATE TAXES ON THE MORTGAGED PROPERTIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TIMING DIFFERENCES - SEE NOTE BELOW 955,522
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TIMING DIFFERENCES - SEE NOTE BELOW 2,406,151
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3CONNEX CREDIT UNION MAINTAINS A SEPTEMBER 30TH YEAR END FOR THEIR ANNUAL AUDIT PERFORMED BY INDEPENDENT AUDITORS. FOR TAX PURPOSES, THEY MAINTAIN A DECEMBER 31ST YEAR END. THEREFORE, IT IS NOT POSSIBLE TO RECONCILE BETWEEN THE AUDITED FINANCIAL FIGURE AND THIS TAX RETURN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleD/TotalExpensesPerForm990Amt050919757
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2435464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3212636
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt4186357
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt213800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt38108
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt47413
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt55213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt66586
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FRANCESCO MANCINI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID BIRKINS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2CARL CASPER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3ANDRE JOHNSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4BARBARA BAFUMI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5JASON ROCHEFORT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm6MICHAEL TAYLOR

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