CONNECTICUT EDUCATION ASSOC HEALTH & BENEFITS PLAN

EIN: 020678121 Mutual Benefit

HARTFORD, CT

Total Revenue
$893,443
Total Expenses
$757,046
Total Assets
$18,003,870
Net Assets
$18,003,870
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
CT
Principal Officer
TODD JAECK
Phone
8605255641
Tax Period
2022-07-01 to 2023-06-30

CONNECTICUT EDUCATION ASSOC HEALTH & BENEFITS PLAN, founded in 2002, is a small nonprofit in the Mutual Benefit sector that reported $893K in total revenue in fiscal year 2022. Revenue fell 67% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $136K, a strong 15% operating margin.

Mission

TRUST ESTABLISHED BY THE CONNECTICUT EDUCTATION ASSOCIATION, PLAN SPONSOR, TO FUND PARTIALLY LIABILITIES RELATED TO BENEFITS PROVIDED THROUGH THE CONNECTICUT EDUCATION ASSOCIATION HEALTH AND WELFARE BENEFITS PLAN TO ACTIVE AND RETIRED EMPLOYEES OF THE CONNECTICUT EDUCATION ASSOCIATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $700,429
Investment Income $193,014
Other Revenue $0
TOTAL REVENUE $893,443

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $757,046
Other Expenses $757,046
TOTAL EXPENSES $757,046

Year-over-Year Comparison

2022 2021 Change
Revenue $893,443 $2,678,286 -0.7%
Expenses $757,046 $686,549 +0.1%
Net Income $136,397 $1,991,737 -0.9%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$774,933
Total Directors
5
$774,933
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATE DIAS TRUSTEE 1.00
Officer Director
$124,902 $35,817 $258,275
STEPHANIE WANZER TRUSTEE 1.00
Officer Director
$11,760 $0 $11,760
JOSLYN DELANCEY TRUSTEE 1.00
Officer Director
$100,722 $0 $214,054
DONALD WILLIAMS TRUSTEE 1.00
Officer Director
$228,958 $56,986 $285,944
TARA FLAHERTY TRUSTEE 1.00
Officer Director
$4,900 $0 $4,900
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $893,443 $757,046 $18,003,870 $136,397
2022 $2,678,286 $686,549 $16,787,762 $1,991,737
2021 $1,950,181 $805,233 $19,217,849 $1,144,948
2020 $2,880,393 $853,134 $15,516,424 $2,027,259
2019 $1,743,627 $875,327 $14,280,733 $868,300
2018 $2,092,789 $847,179 $13,279,763 $1,245,610
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