Connection Inc Employee Benefit TR
Revenue
$7.5m
year to 31 December 2024
Expenses
$7.5m
year to 31 December 2024
Total assets
$3.5m
$2.1m liabilities
Net assets
$1.5m
assets less liabilities
Directors and trustees
7
5.0y av
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Voting members
4
reported in Part VI
Connection Inc Employee Benefit TR's network
7 people5 organisationsi7 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (7) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 4 voting members of its governing body on its latest Form 990 Part VI; we list 7 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Beth Connor | Cbdo | 2024 | 2 yrs |
| Gary Wallace | Trustee | 2022 | 4 yrs |
| Karen Buckley | Trustee | 2020 | 6 yrs |
| Lisa Dematteis-Lepore | CEO | 2018 | 8 yrs |
| Ray Bovich | Trustee | 2018 | 8 yrs |
| Ritika Tripathi | Director of HR | 2024 | 2 yrs |
| Steve Abshire | CFO | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Lisa Dematteis-Lepore | CEO | 1 | $0 | $427k | $25k |
| Ray Bovich | Trustee | 1 | $0 | ||
| Gary Wallace | Trustee | 1 | $0 | ||
| Karen Buckley | Trustee | 1 | $0 | ||
| Beth Connor | Cbdo | 1 | $0 | ||
| Steve Abshire | CFO | 1 | $0 | ||
| Ritika Tripathi | Director of HR | 1 | $0 |
About
- Legal name
- Connection Inc Employee Benefit Tr
- EIN
- 266406869
- Address
- 100 Roscommon Dr Ste 203, Middletown, CT, 06457-7558
- State
- Connecticut
- Mission
- To function as a funding vehicle to one or more benefits plans for providing certain death, medical, accident, retirement and other benefits to eligible employees of the connection, inc. And the connection fund, inc. And their dependents, whether on an insured or self-insured basis, and whether through group insurance policies, group annuity contracts or other investment contracts. (as filed on the Form 990)
- Activity (NTEE)
- Y43 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 6 (IRS master file code)
- Formed
- 1990
- Principal officer
- Stephen Abshire (as named on the Form 990)
- IRS ruling date
- 1 August 2009
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Related organisations (Schedule R)
RelatedTO DEVELOP AND PROVIDE A BROAD RANGE OF HUMAN SERVICESThe Connection IncRelatedAFFORDABLE HOUSING OPPORTUNITIESThe Connection Fund IncRelatedHOUSING OPPORTUNITIESThe Connection Fund Realty IncRelatedHOUSING OPPORTUNITIESThe Connection Fund - Jefferson Inc
Longest observed on the filings
≥8years on the filingsLisa Dematteis-Lepore
≥8years on the filingsRay Bovich
≥6years on the filingsKaren Buckley
≥4years on the filingsGary Wallace
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $3.5m
- Total liabilities
- $2.1m
- Net assets or fund balances
- $1.5m
- Contributions and grants received
- $0
- Program service revenue
- $7.3m
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $7.5m | $7.5m | Deficit $9k |
As filed on the IRS Form 990. US dollars.