Civic Intelligence

Connex Credit Union Inc

990 • Fiscal year 2015 • EIN 06-0655052

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileWWW.CONNEXCU.ORG

View Organization Page

412 Washington AvenueNorth Haven, CT 06473

(203) 603-5707

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.88x

Higher debt load relative to assets than 33% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

19.50x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Net Margin

42nd percentile

12%

Higher net margin than 42% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

40th percentile

$347,853

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Source year 2015

Asset Growth

55th percentile

6.7%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

32nd percentile

3.2%

Faster revenue growth than 32% of similar nonprofits.

2015 filings • 501(c)14 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$458,563,820

Up $28,680,405 (+6.7%) from 2014

Net Assets

Up

$53,988,216

Up $3,093,612 (+6.1%) from 2014

Liabilities

Up

$404,575,604

Up $25,586,793 (+6.8%) from 2014

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin42nd percentile

Revenue

Up

$20,747,470

Up $643,420 (+3.2%) from 2014

Expenses

Down

$18,232,311

Down $815,747 (-4.3%) from 2014

Net Income

Up

$2,515,159

Up $1,459,167 (+138%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$458,563,820
Liabilities$404,575,604
Net Assets$53,988,216
Open 2015 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$20,747,470
Expenses$18,232,311
Net Income$2,515,159
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$21,058,675
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$273,613,757$305,816,055▲ $32,202,298
Investments in Publicly Traded Securities$79,553,318$68,902,554▼ $10,650,764
Investments Other Securities$58,078,326$64,949,000▲ $6,870,674
Rtn Earn Endowment Incm Other Fnds$50,894,604$53,988,216▲ $3,093,612
Cash and Non-Interest-Bearing Accounts$3,665,931$4,061,076▲ $395,145
Land, Buildings, and Equipment, Net$3,562,102$3,411,540▼ $150,562
Accounts Receivable$1,100,033$1,420,729▲ $320,696
Total Assets$429,883,415$458,563,820▲ $28,680,405
Other Assets Total$10,309,948$10,002,866▼ $307,082
Liabilities
Other Liabilities$355,636,702$370,617,138▲ $14,980,436
Mortgage Notes Payable Secured by Investment Property$20,030,308$30,034,058▲ $10,003,750
Accounts Payable and Accrued Expenses$2,685,293$2,963,645▲ $278,352
Escrow Account Liability$636,508$960,763▲ $324,255
Total Liabilities$378,988,811$404,575,604▲ $25,586,793
Net Assets / Fund Balance
Total Net Assets Fund Balance$50,894,604$53,988,216▲ $3,093,612
Total Liabilities and Net Assets / Fund Balance$429,883,415$458,563,820▲ $28,680,405

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,401,202$743,701$2,144,903
Equipment$625,303$1,108,053$1,733,356
Other Land Buildings$442,700$1,169,966$1,612,666
Leasehold Improvements$231,139$904,716$1,135,855
Land$711,196-$711,196
Other Securities$50,000--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Francesco ManciniCEOFT$252,761$95,092$347,853
Karen SmithVP and CFOFT$132,413$52,892$185,305
Carl CasperVP CustomerFT$157,260$14,151$171,411
Carl CasperVP Customer Advocacy-$133,211$38,200$171,411
Richard BoydVP LendingFT$96,871$26,023$122,894
Dennis KlemenzVP and CIOFT$40,000-$40,000
Mari PowerDirector-$11,241-$11,241
Luba GrossmanDirector-$9,653-$9,653
Fred HeimannChairmanPT$8,264-$8,264
Janet HandDirector-$5,879-$5,879
Mary SemedoDirector-$5,759-$5,759
David ClarkSecretary /PT$5,531-$5,531
Kevin McnamaraDirector-$5,179-$5,179
Kevin WetmoreVice ChairpePT$5,007-$5,007

Board Members and Trustees

NameTitle
Janice BrydenDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,871,582
Investment Income
$1,875,888
Other Revenue
$0
Change in Net Assets
$2,515,159

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,747,470
Revenue Not Reported on Form 990
$44,060
Total Revenue per Audited Statements
$20,791,530
Total Revenue per Form 990
$20,747,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,785,697
Salaries, Compensation, and Employee Benefits$7,131,022
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$4,837,434
Office Expenses---$2,520,468
Benefits to Members---$1,315,592
Other Employee Benefits---$1,030,830
All Other Expenses---$913,993
Occupancy---$889,351
Current Officers, Directors, Trustees, and Key Employees---$841,383
Advertising---$621,943
Pension Plan Contributions---$421,375
Other Expenses---$373,250
Fees for Services Other---$192,239
Conferences and Meetings---$25,538
Total Functional Expenses$0$0$0$18,232,311

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$18,310,590
Expenses per Audited Statements$18,232,311
Total Expenses per Form 990$18,232,311
Expenses Not Reported on Form 990$78,279
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' SHARES$370,617,138
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 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
2036035707
Address
412 WASHINGTON AVENUE, NORTH HAVEN, CT 06473

Signing Officer

Name
Karen Smith
Title
VP and CFO
Phone
2036035707
Signed
2016-11-15
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
146

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

“Merged equity in merger with sargent cu 578,453 total 578,453”

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 2D

“Timing differences - see note below 44,060”

Schedule D, Page 4, Part XII, Line 2D

“Timing difference - see note below 78,279”

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 audited figures and this tax return.”

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IRS990/OtherExpensesGrp/Desc1DATA PROCESSING
IRS990/OtherExpensesGrp/Desc2LOAN SERVICING
IRS990/OtherExpensesGrp/Desc3LOAN INTEREST EXPENSE
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IRS990/OtherExpensesGrp/TotalAmt11605586
IRS990/OtherExpensesGrp/TotalAmt2476765
IRS990/OtherExpensesGrp/TotalAmt3373250
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0273613757
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0305816055
IRS990/PartialLiquidationInd0false
IRS990/PensionPlanContributionsGrp/TotalAmt0421375
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0FRANCESCO MANCINI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0522100
IRS990/ProgramServiceRevenueGrp/BusinessCd1522100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525990
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1OPERATING FEES
IRS990/ProgramServiceRevenueGrp/Desc2INSURANCE AND ATM SERVICES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14365250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011579284
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14365250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22927048
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt02927048
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IRS990/PYBenefitsPaidToMembersAmt01374511
IRS990/PYInvestmentIncomeAmt01944499
IRS990/PYOtherExpensesAmt08903792
IRS990/PYProgramServiceRevenueAmt018159551
IRS990/PYRevenuesLessExpensesAmt01055992
IRS990/PYSalariesCompEmpBnftPaidAmt08769755
IRS990/PYTotalExpensesAmt019048058
IRS990/PYTotalRevenueAmt020104050
IRS990/ReconcilationRevenueExpnssAmt02515159
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt053988216
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01401202
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0743701
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02144903
IRS990ScheduleD/EquipmentGrp/BookValueAmt0625303
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01108053
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01733356
IRS990ScheduleD/ExpensesNotReportedAmt078279
IRS990ScheduleD/ExpensesSubtotalAmt018232311
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0711196
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0711196
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0231139
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0904716
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01135855
IRS990ScheduleD/OtherExpensesIncludedAmt078279
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0442700
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01169966
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01612666
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0370617138
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' SHARES
IRS990ScheduleD/OtherRevenueAmt044060
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt046113000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt112159000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt26627000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt350000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMERCIAL BANK - TIME DEPOSITS, CER
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FEDERAL RESERVE BANK
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CORPORATE CU - SHARES, NOTES,CERTS.
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CPM INVESTMENT - ACORN GROUP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/RevenueNotReportedAmt044060
IRS990ScheduleD/RevenueSubtotalAmt020747470
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 44,060
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TIMING DIFFERENCE - SEE NOTE BELOW 78,279
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 AUDITED FIGURES AND THIS TAX RETURN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleD/TotalBookValueSecuritiesAmt064949000
IRS990ScheduleD/TotalExpensesPerForm990Amt018232311
IRS990ScheduleD/TotalLiabilityAmt0370617138
IRS990ScheduleD/TotalRevenuePerForm990Amt020747470
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt020791530
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt018310590
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IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1132413
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2133211
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount071311
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount132355
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount222649
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt120038
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt214151
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt01400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt1499
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt21400
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0FRANCESCO MANCINI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KAREN SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2CARL CASPER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP AND CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VP CUSTOMER ADVOCACY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0347853
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1185305
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2171411
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS OF THE CREDIT UNION ARE CONSIDERED TO BE INDIVIDUALS MAINTAINING MINIMUM DEPOSIT BALANCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS IN GOOD STANDING MAY VOTE FOR DIRECTORS AS THEIR TERMS EXPIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS APPROVE DECISIONS OF THE GOVERNING BOARD IN ACCORDANCE WITH THE BYLAWS OF THE CREDIT UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY THE CREDIT UNION REVIEWS THEIR CONFLICT OF INTEREST POLICY WITH ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OUTSIDE CONSULTANTS ARE HIRED ANNUALLY TO REVIEW COMPENSATION LEVELS OF TOP MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OUTSIDE CONSULTANTS ARE HIRED ANNUALLY TO REVIEW COMPENSATION LEVELS OF KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MERGED EQUITY IN MERGER WITH SARGENT CU 578,453 TOTAL 578,453
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0CONNEX CRE
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt1CONNEX CRE
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0CIS LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1CPM INSURANCE LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0273482571
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN1454912647
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IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt14123715
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOLDING CO
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1SALE OF IN
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt08016
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt12642434
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0412 WASHINGTON AVENUE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt1412 WASHINGTON AVENUE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0NORTH HAVEN
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm1NORTH HAVEN
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0CT

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$458,563,820
Liabilities
$404,575,604
Net assets
$53,988,216
Revenue
$20,747,470
Expenses
$18,232,311
Net income
$2,515,159
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
Peer Organizations

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