Civic Intelligence

Connstep Inc.

990 • Fiscal year 2022 • EIN 06-1583910

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 01, 2023

Organization ProfileWWW.CONNSTEP.ORG

View Organization Page

350 Church StreetHartford, CT 06103

(860) 529-5120

Siviq Scores

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

Liabilities / Assets

59th percentile

0.19x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

51st percentile

0.16x

Higher debt load relative to revenue than 51% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

47th percentile

5.4%

Higher net margin than 47% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

77th percentile

$203,733

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

56th percentile

3.1%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-1.5%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$5,391,864

Up $159,758 (+3.1%) from 2021

Net Assets

Up

$4,364,741

Up $303,906 (+7.5%) from 2021

Liabilities

Down

$1,027,123

Down $144,148 (-12%) from 2021

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin47th percentile

Revenue

Down

$6,270,830

Down $96,004 (-1.5%) from 2021

Expenses

Up

$5,929,320

Up $228,702 (+4.0%) from 2021

Net Income

Down

$341,510

Down $324,706 (-49%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,297,574Liabilities 2011: $833,259Net Assets 2011: $1,464,3152011Assets 2012: $2,160,392Liabilities 2012: $586,980Net Assets 2012: $1,573,4122012Assets 2013: $2,547,506Liabilities 2013: $888,171Net Assets 2013: $1,659,3352013Assets 2014: $3,063,038Liabilities 2014: $1,348,325Net Assets 2014: $1,714,7132014Assets 2015: $3,114,878Liabilities 2015: $1,148,965Net Assets 2015: $1,965,9132015Assets 2016: $3,524,897Liabilities 2016: $1,139,049Net Assets 2016: $2,385,8482016Assets 2017: $3,775,264Liabilities 2017: $1,180,446Net Assets 2017: $2,594,8182017Assets 2018: $3,851,339Liabilities 2018: $1,079,668Net Assets 2018: $2,771,6712018Assets 2019: $4,482,557Liabilities 2019: $1,057,811Net Assets 2019: $3,424,7462019Assets 2020: $4,850,596Liabilities 2020: $1,455,977Net Assets 2020: $3,394,6192020Assets 2021: $5,232,106Liabilities 2021: $1,171,271Net Assets 2021: $4,060,8352021Assets 2022: $5,391,864Liabilities 2022: $1,027,123Net Assets 2022: $4,364,7412022Assets 2023: $6,444,424Liabilities 2023: $1,935,556Net Assets 2023: $4,508,8682023Assets 2024: $6,632,754Liabilities 2024: $1,878,719Net Assets 2024: $4,754,0352024Assets 2025: $6,700,381Liabilities 2025: $1,709,436Net Assets 2025: $4,990,9452025

Highlighted filing

2022

Assets$5,391,864
Liabilities$1,027,123
Net Assets$4,364,741
Open 2022 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,943,752Expenses 2011: $3,809,059Net Income 2011: $134,6932011Revenue 2012: $3,901,941Expenses 2012: $3,792,844Net Income 2012: $109,0972012Revenue 2013: $3,845,258Expenses 2013: $3,759,335Net Income 2013: $85,9232013Revenue 2014: $3,805,209Expenses 2014: $3,749,831Net Income 2014: $55,3782014Revenue 2015: $4,282,465Expenses 2015: $4,031,265Net Income 2015: $251,2002015Revenue 2016: $4,779,424Expenses 2016: $4,359,489Net Income 2016: $419,9352016Revenue 2017: $5,007,599Expenses 2017: $4,798,629Net Income 2017: $208,9702017Revenue 2018: $4,870,408Expenses 2018: $4,693,555Net Income 2018: $176,8532018Revenue 2019: $4,934,986Expenses 2019: $4,281,911Net Income 2019: $653,0752019Revenue 2020: $4,597,589Expenses 2020: $4,627,716Net Income 2020: -$30,1272020Revenue 2021: $6,366,834Expenses 2021: $5,700,618Net Income 2021: $666,2162021Revenue 2022: $6,270,830Expenses 2022: $5,929,320Net Income 2022: $341,5102022Revenue 2023: $5,834,385Expenses 2023: $5,785,352Net Income 2023: $49,0332023Revenue 2024: $6,437,969Expenses 2024: $6,233,112Net Income 2024: $204,8572024Revenue 2025: $7,278,492Expenses 2025: $7,094,394Net Income 2025: $184,0982025

Highlighted filing

2022

Revenue$6,270,830
Expenses$5,929,320
Net Income$341,510
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 1, 2023
Return Version
2021v4.2
Gross Receipts
$6,270,830
Mission and Program Overview

Mission

To help connecticut manufacturers apply advanced manufacturing and management techniques to become more competitive, supporting the growth of connecticut economy.

To help ct manufacturers apply advanced manufacturing and management techniques.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,561,597$0▼ $4,561,597
Cash and Non-Interest-Bearing Accounts$221,124$4,412,193▲ $4,191,069
Accounts Receivable$424,979$495,782▲ $70,803
Investments in Publicly Traded Securities-$468,044-
Prepaid Expenses and Deferred Charges$24,406$15,845▼ $8,561
Total Assets$5,232,106$5,391,864▲ $159,758
Liabilities
Accounts Payable and Accrued Expenses$508,649$589,844▲ $81,195
Deferred Revenue$484,351$371,453▼ $112,898
Other Liabilities$178,271$65,826▼ $112,445
Total Liabilities$1,171,271$1,027,123▼ $144,148
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,060,835$4,364,741▲ $303,906
Total Net Assets Fund Balance$4,060,835$4,364,741▲ $303,906
Total Liabilities and Net Assets / Fund Balance$5,232,106$5,391,864▲ $159,758
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beatriz GutierrezPresidentFT$177,666$26,067$203,733
Michael StimsonDirector of OperationsFT$125,163$51,243$176,406
Matthew HoweDirector of SalesFT$143,243$25,577$168,820
Francis MurphyField EngineerFT$113,336$42,074$155,410
Martin KarbassioonField EngineerFT$124,249$26,496$150,745
Bonnie Del ConteFormer President (thru 11/2020)-$140,467-$140,467
Jeffrey OrszakDirector of TechnologyFT$123,353$8,466$131,819
Robert BlakeyController-eff 5/31/22FT$67,698$11,541$79,239

Board Members and Trustees

NameTitle
John StrahleyChairman
Bill PalifkaDirector
Chris DipentimaDirector
Erin DumonskiDirector
Nicole RussoDirector
Paul MurphyDirector
Stephen BohlmanDirector
Christopher LevesqueSecretary
Gary SawickiTreasurer- Eff 6/22/22
Karen McwhirtTreasurer- Resigned 6/22/22

Highest Paid Contractors

ContractorServicesLocationCompensation
Noel RobertsTechnical Consulting ServicesPO BOX 313, Simsbury, CT 06070$200,710
-Technical Consulting Services77 WHEELER HILL DRIVE, Durham, CT 06422$132,845
Revenue and Support

Revenue Composition

Contributions and Grants
$4,026,270
Program Service Revenue
$2,216,445
Investment Income
$28,115
Other Revenue
$0
Change in Net Assets
$341,510

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,270,830
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-37,604
Total Revenue per Audited Statements
$6,233,226
Total Revenue per Form 990
$6,270,830
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,561,312
Other Expenses$2,368,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,003,674$456,289-$2,459,963
Current Officers, Directors, Trustees, and Key Employees-$397,110-$397,110
Other Employee Benefits$244,172$99,954-$344,126
Payroll Taxes$151,306$61,938-$213,244
Information Technology-$163,344-$163,344
Pension Plan Contributions$104,210$42,659-$146,869
Office Expenses$10,277$132,992-$143,269
Occupancy-$115,655-$115,655
Advertising-$111,511-$111,511
All Other Expenses$30,350$67,153-$97,503
Fees for Services Other$4,590$56,386-$60,976
Travel$39,771$1,894-$41,665
Conferences and Meetings$23,624$17,729-$41,353
Insurance-$33,444-$33,444
Other Expenses$16,001$17,043-$33,044
Fees for Services Accounting-$24,755-$24,755
Fees for Services Legal-$6,306-$6,306
Total Functional Expenses$3,937,438$1,991,882$0$5,929,320

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,929,320
Total Expenses per Audited Statements$5,929,320
Total Expenses per Form 990$5,929,320
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberCONNSTEP TECHNICAL SERVICES PROVIDED TO BOARD MEMBER'S FIRM AT FMVNo$14,115
-Board TreasurerCONNSTEP TECHNICAL SERVICES PROVIDED TO BOARD MEMBER'S FIRM, PROSPECT MACHING PRODUCTS INC, AT FMVNo$4,860
-Board MemberCONNSTEP TECHNICAL SERVICES PROVIDED TO BOARD MEMBER'S FIRM AT FMVNo$2,696
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Customer Deposits$65,826
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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

“Form 990 is reviewed by the president and controller. The finance committee reviews and approves the 990 prior to filing. The return is provided to all members of the board of directors prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Obtaining board conflict of interest confirmations is part of the annual request for update of contact information for board members.”

Form 990, Part VI, Section B, Line 15A

“The president meets with compensation board to review cost of living and merit increases which are then approved and reported in their minutes. They also work on the at risk portion of the compensation package which is crafted and later presented to the board for their approval. Compensation is compared with that of similar nonprofit organizations.”

Form 990, Part VI, Section C, Line 19

“The governing documents are on file with the secretary of state.”

Filing and Contact Details

Filer

Filer Name
Connstep Inc
EIN
06-1583910
Phone
8605295120
Address
350 CHURCH STREET, HARTFORD, CT 06103

Signing Officer

Name
Beatriz Gutierrez
Title
President
Phone
8605133204
Signed
2023-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beatriz Gutierrez
Formed
1994
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
35
Volunteers
9

Preparer

Firm
Cliftonlarsonallen Llp
Address
29 SOUTH MAIN STREET 4TH FLOOR, WEST HARTFORD, CT 06107
Preparer
Lori M Budnick
Phone
8605614000
Raw XML AppendixShowing 400 of 630 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt3FIELD ENGINEER
IRS990/Form990PartVIISectionAGrp/TitleTxt4FIELD ENGINEER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/TitleTxt6FORMER PRESIDENT (THRU 11/2020)
IRS990/Form990PartVIISectionAGrp/TitleTxt7CONTROLLER-EFF 5/31/22
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER- RESIGNED 6/22/22
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER- EFF 6/22/22
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO HELP CONNECTICUT MANUFACTURERS APPLY ADVANCED MANUFACTURING AND MANAGEMENT TECHNIQUES TO BECOME MORE COMPETITIVE, SUPPORTING THE GROWTH OF CONNECTICUT ECONOMY.
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IRS990/OfficeExpensesGrp/ProgramServicesAmt010277
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IRS990/OtherExpensesGrp/Desc0SUBCONTRACTORS
IRS990/OtherExpensesGrp/Desc1CONTINUING EDUCATION
IRS990/OtherExpensesGrp/Desc2TELEPHONE & UTILITIES
IRS990/OtherExpensesGrp/Desc3MEALS & ENTERTAINMENT
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt192106
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt251140
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt317043
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IRS990/PrincipalOfficerNm0BEATRIZ GUTIERREZ
IRS990/ProfessionalFundraisingInd00
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IRS990/PYSalariesCompEmpBnftPaidAmt03607051
IRS990/PYTotalExpensesAmt05700618
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06366834
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0341510
IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportLandBuildingEquipmentInd00
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,391,864
Liabilities
$1,027,123
Net assets
$4,364,741
Revenue
$6,270,830
Expenses
$5,929,320
Net income
$341,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.70$1.71$4.99$7.28$7.09$0.18
2024Detailed filing. Detailed filing data is available for this year.$6.63$1.88$4.75$6.44$6.23$0.20
2023Detailed filing. Detailed filing data is available for this year.$6.44$1.94$4.51$5.83$5.79$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.39$1.03$4.36$6.27$5.93$0.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.23$1.17$4.06$6.37$5.70$0.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$1.46$3.39$4.60$4.63$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$1.06$3.42$4.93$4.28$0.65
2018Summary only. Only limited summary data is available for this year.$3.85$1.08$2.77$4.87$4.69$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$1.18$2.59$5.01$4.80$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.52$1.14$2.39$4.78$4.36$0.42
2015Summary only. Only limited summary data is available for this year.$3.11$1.15$1.97$4.28$4.03$0.25
2014Summary only. Only limited summary data is available for this year.$3.06$1.35$1.71$3.81$3.75$0.06
2013Summary only. Only limited summary data is available for this year.$2.55$0.89$1.66$3.85$3.76$0.09
2012Summary only. Only limited summary data is available for this year.$2.16$0.59$1.57$3.90$3.79$0.11
2011Summary only. Only limited summary data is available for this year.$2.30$0.83$1.46$3.94$3.81$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $5M-$10M nonprofits