CONNSTEP INC (EIN 061583910) - Form 990 Financial Analysis & Trantor Score

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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

2000

Legal Domicile

Principal Officer

BEATRIZ GUTIERREZ

Phone

8605295120

Tax Period

2024-07-01 to 2025-06-30

CONNSTEP INC, founded in 2000, is a community nonprofit in the Community Improvement sector that reported $7.3M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO HELP CT MANUFACTURERS APPLY ADVANCED MANUFACTURING AND MANAGEMENT TECHNIQUES.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,538,864

Program Service Revenue $1,545,436

Investment Income $190,437

Other Revenue $3,755

TOTAL REVENUE $7,278,492

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,136,606

Fundraising Expenses $0

Program Expenses $4,165,130

Other Expenses $2,957,788

TOTAL EXPENSES $7,094,394

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,278,492	$6,437,969	+0.1%
Expenses	$7,094,394	$6,233,112	+0.1%
Net Income	$184,098	$204,857	-0.1%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$471,869

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER LEVESQUE	BOARD CHAIR UNTIL 10/24	1.00	Officer Director	$0	$0	$0
ERIN DUMONSKI	BOARD CHAIR AS OF 10/24	1.00	Officer Director	$0	$0	$0
ANNA MCGOVERN	SECRETARY	1.00	Officer Director	$0	$0	$0
SHANTELLE VARRS-PATRICK	TREASURER	1.00	Officer Director	$0	$0	$0
ALISON CAREY-LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER DIPENTIMA	DIRECTOR	1.00	Director	$0	$0	$0
ALFREDO FERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY GRANATH	DIRECTOR	1.00	Director	$0	$0	$0
BRITTANY ISHERWOOD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ROCHELEAU	DIRECTOR UNTIL 1/25	1.00	Director	$0	$0	$0
PEDRO SOTO	DIRECTOR	1.00	Director	$0	$0	$0
BEATRIZ GUTIERREZ	PRESIDENT/CEO	40.00	Officer	$208,234	$55,331	$263,565
ROBERT BLAKEY	CFO	40.00	Officer	$167,368	$40,936	$208,304
PAUL AIELLO	BUSINESS DEVELOPMENT ADVISOR	40.00	Highest	$113,540	$25,713	$139,253
MATIN KARBASSIOON	FIELD ENGINEER	40.00	Highest	$139,599	$11,154	$150,753
RACHELE BROWN	FIELD ENGINEER	40.00	Highest	$110,722	$28,155	$138,877
CAROLINE BERNARDONI	DIRECTOR OF PEOPLE & CULTURE	40.00	Highest	$118,656	$17,666	$136,322
ARANI OSLER	LEADER, ORGANIZATIONAL EXCELLENCE	40.00	Highest	$132,046	$7,923	$139,969

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	$7,278,492	$7,094,394	$6,700,381	$184,098
2024	$6,437,969	$6,233,112	$6,632,754	$204,857
2023	$5,834,385	$5,785,352	$6,444,424	$49,033
2022	$6,270,830	$5,929,320	$5,391,864	$341,510
2021	$6,366,834	$5,700,618	$5,232,106	$666,216
2020	$4,597,589	$4,627,716	$4,850,596	$-30,127
2019	$4,934,986	$4,281,911	$4,482,557	$653,075

CONNSTEP INC