Civic Intelligence

Connection Fund - Jefferson Inc

990 • Fiscal year 2020 • EIN 45-4315358

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 28, 2021

Organization ProfileN/A
100 Roscommon Drive No 203Middletown, CT 06457-1591

(860) 343-5500

Siviq Scores

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

Liabilities / Assets

95th percentile

1.18x

Higher debt load relative to assets than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

99th percentile

22.15x

Higher debt load relative to revenue than 99% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

5th percentile

-69%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

94th percentile

$294,589

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 151.7% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

21st percentile

-2.9%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-6.7%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$3,658,087

Down $109,289 (-2.9%) from 2019

Net Assets

Down

-$643,850

Down $133,475 (-26%) from 2019

Liabilities

Up

$4,301,937

Up $24,186 (+0.6%) from 2019

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin5th percentile

Revenue

Down

$194,238

Down $13,986 (-6.7%) from 2019

Expenses

Up

$327,713

Up $24,563 (+8.1%) from 2019

Net Income

Down

-$133,475

Down $38,549 (-41%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2016: $4,325,256Liabilities 2016: $4,404,886Net Assets 2016: -$79,6302016Assets 2017: $2,485,075Liabilities 2017: $131,850Net Assets 2017: $2,353,2252017Assets 2018: $3,868,136Liabilities 2018: $4,283,585Net Assets 2018: -$415,4492018Assets 2019: $3,767,376Liabilities 2019: $4,277,751Net Assets 2019: -$510,3752019Assets 2020: $3,658,087Liabilities 2020: $4,301,937Net Assets 2020: -$643,8502020Assets 2021: $3,641,416Liabilities 2021: $4,399,819Net Assets 2021: -$758,4032021Assets 2022: $3,515,288Liabilities 2022: $4,363,096Net Assets 2022: -$847,8082022Assets 2023: $3,446,640Liabilities 2023: $4,390,890Net Assets 2023: -$944,2502023Assets 2024: $3,342,355Liabilities 2024: $4,408,284Net Assets 2024: -$1,065,9292024

Highlighted filing

2020

Assets$3,658,087
Liabilities$4,301,937
Net Assets-$643,850
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

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

$400K$200K$0-$200K-$400KRevenue 2016: $149,499Expenses 2016: $229,368Net Income 2016: -$79,8692016Revenue 2017: $191,801Expenses 2017: $266,100Net Income 2017: -$74,2992017Revenue 2018: $167,736Expenses 2018: $372,835Net Income 2018: -$205,0992018Revenue 2019: $208,224Expenses 2019: $303,150Net Income 2019: -$94,9262019Revenue 2020: $194,238Expenses 2020: $327,713Net Income 2020: -$133,4752020Revenue 2021: $194,355Expenses 2021: $308,908Net Income 2021: -$114,5532021Revenue 2022: $200,316Expenses 2022: $289,721Net Income 2022: -$89,4052022Revenue 2023: $204,610Expenses 2023: $301,052Net Income 2023: -$96,4422023Revenue 2024: $209,429Expenses 2024: $331,108Net Income 2024: -$121,6792024

Highlighted filing

2020

Revenue$194,238
Expenses$327,713
Net Income-$133,475
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 28, 2021
Return Version
2019v5.1
Gross Receipts
$194,238
Mission and Program Overview

Mission

To develop, implement and operate affordable, supported housing for chronic mentally disabled individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,658,181$3,560,108▼ $98,073
Cash and Non-Interest-Bearing Accounts$7,714$4,497▼ $3,217
Accounts Receivable$2,379$500▼ $1,879
Total Assets$3,767,376$3,658,087▼ $109,289
Other Assets Total$99,102$92,982▼ $6,120
Liabilities
Unsecured Notes Loans Payable$4,235,078$4,235,835▲ $757
Accounts Payable and Accrued Expenses$40,701$64,242▲ $23,541
Other Liabilities$1,972$1,860▼ $112
Total Liabilities$4,277,751$4,301,937▲ $24,186
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-510,375$-643,850▼ $133,475
Total Net Assets Fund Balance$-510,375$-643,850▼ $133,475
Total Liabilities and Net Assets / Fund Balance$3,767,376$3,658,087▼ $109,289

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,380,108$529,123$3,909,231
Land$180,000-$180,000
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleOtherTotal
Jessica SmithDeputy Chief of Business$141,148$141,148
Ruthanne BarrettDirector of Human Resources$119,043$119,043
Thomas SlaytonDirector of Management Information Systems$110,301$110,301
Stephen AbshireCFO$48,918$48,918

Board Members and Trustees

NameTitle
Stephen AngleChair
Robert CohnVice Chair
Lisa Dematteis-leporeCEO
Beth ConnorChief Administrative Officer
Thomas ForschnerFormer CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$193,858
Investment Income
$380
Other Revenue
$0
Change in Net Assets
$-133,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$194,238
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$194,238
Total Revenue per Form 990
$194,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,769
Salaries, Compensation, and Employee Benefits$60,944
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$109,316--$109,316
Depreciation Depletion$98,073--$98,073
Other Salaries and Wages$43,422--$43,422
Insurance$19,763--$19,763
Office Expenses$13,378--$13,378
Fees for Services Management$12,688--$12,688
Fees for Services Accounting$12,490--$12,490
Other Employee Benefits$12,388--$12,388
Payroll Taxes$5,134--$5,134
Interest$758--$758
Advertising$303--$303
Total Functional Expenses$327,713$0$0$327,713

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$327,713
Total Expenses per Audited Statements$327,713
Total Expenses per Form 990$327,713
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposts$1,860
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The connection fund -jefferson, inc. Is managed by the connection fund, inc. Which is a related 503(c)(3) organization.”

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

“The finance department prepares the source information for the tax preparer. Upon receipt of the drafts the finance department then conducts a complete review prior to sending copies to each board of directors member for their review and comments prior to submitting the return to the irs.”

Form 990, Part VI, Section C, Line 19

“All governing documents are made available upon written request within a reasonable amount of time.”

Filing and Contact Details

Filer

Filer Name
Connection Fund - Jefferson Inc
EIN
45-4315358
Phone
8603435500
Address
100 ROSCOMMON DRIVE NO 203, MIDDLETOWN, CT 06457-1591

Signing Officer

Name
Stephen Abshire
Title
CFO
Phone
8603435500
Signed
2021-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Abshire
Formed
2012
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

Form 990, Part XII, Line 2C

“The board of directors assumes responsibility for the oversight of the audit of its financial statements and selection of independent audiitor.”

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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0149898
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0149377
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0868469
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0380
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0441
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0183
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0122
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01192
IRS990ScheduleA/InvestmentIncomeCYPct00.00140
IRS990ScheduleA/InvestmentIncomePYPct00.00120
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99860
IRS990ScheduleA/PublicSupportPY509Pct00.99880
IRS990ScheduleA/PublicSupportTotal509Amt0868469
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0193858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0207783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0167553
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0149898
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0149377
IRS990ScheduleA/Total509Grp/TotalAmt0868469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0194238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0208224
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0167736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0149964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0149499
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0869661
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03380108
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0529123
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03909231
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0327713
IRS990ScheduleD/LandGrp/BookValueAmt0180000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0180000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01860
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSTS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0194238
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03560108
IRS990ScheduleD/TotalExpensesPerForm990Amt0327713
IRS990ScheduleD/TotalLiabilityAmt01860
IRS990ScheduleD/TotalRevenuePerForm990Amt0194238
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0194238
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0327713
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0281838
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1152605
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2109058
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012751
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt17382
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt25273
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA DEMATTEIS-LEPORE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BETH CONNOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2THOMAS FORSCHNER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF ADMINISTRATIVE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FORMER CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0294589
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1159987
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2114331
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0ALL OFFICERS' SALARIES ARE PAID BY A RELATED ORGANIZATION, THE CONNECTION FUND, INC., WHICH IS ALSO THE MANAGEMENT ORGANIZATION. THE BOARD OF DIRECTORS OF THE CONNECTION FUND, INC. REVIEWS A COMPENSATION SURVEY CONDUCTED BY CBIA AS WELL AS REVIEWS CURRENT EMPLOYMENT STATISTICS FOR THE POSITION FROM THE CONNECTICUT DEPARTMENT OF LABOR.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3 - RELATED ORG. METHODS USED FOR COMPENSATION EXPLANATION
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CONNECTION FUND -JEFFERSON, INC. IS MANAGED BY THE CONNECTION FUND, INC. WHICH IS A RELATED 503(C)(3) ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCE DEPARTMENT PREPARES THE SOURCE INFORMATION FOR THE TAX PREPARER. UPON RECEIPT OF THE DRAFTS THE FINANCE DEPARTMENT THEN CONDUCTS A COMPLETE REVIEW PRIOR TO SENDING COPIES TO EACH BOARD OF DIRECTORS MEMBER FOR THEIR REVIEW AND COMMENTS PRIOR TO SUBMITTING THE RETURN TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST WITHIN A REASONABLE AMOUNT OF TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT AUDIITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingEntityName/BusinessNameLine1Txt0THE CONNECTION FUND INC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0832052720
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd01
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/OwnershipPct00.01000

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,658,087
Liabilities
$4,301,937
Net assets
-$643,850
Revenue
$194,238
Expenses
$327,713
Net income
-$133,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.34$4.41$1.07$0.21$0.33$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.45$4.39$0.94$0.20$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.52$4.36$0.85$0.20$0.29$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.64$4.40$0.76$0.19$0.31$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.66$4.30$0.64$0.19$0.33$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.77$4.28$0.51$0.21$0.30$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.87$4.28$0.42$0.17$0.37$0.21
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.13$2.35$0.19$0.27$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.33$4.40$0.08$0.15$0.23$0.08