Advancing Connecticut Together
Advancing Connecticut Together
EIN: 22-3014883
as of September 2023
as of September 18, 2023
Programs and results
What we aim to solve
Advancing CT Together (ACT), with its partners, addresses the root causes of poverty, addiction and health inequities through strength-based services and advocacy to ensure all people in Connecticut have equitable resources necessary to achieve multi-generational health, wealth and happiness.
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Client and Housing Assistance
ACT assists individuals and families with meeting emergency expenses through the Client Assistance Fund (CAF), and with obtaining and maintaining housing through the Housing Assistance Fund (HAF).
HIV/AIDS Care Services
ACT provides the following care services: Medical Case Management, Project TLC, Housing Support, Medication Adherence, Medical Nutrition Therapy, Non-Medical Case Management, and Psychosocial Support Services. It also operates Connections, an HIV wellness center, located in Hartford, that has become a safe, supportive gathering place for individuals living with HIV. An array of services is offered at Connections including medical case management, support groups, meals, substance abuse counseling, mental health counseling, acupuncture (for relapse prevention), research studies, periodic outings and social activities.
Case Management Training Institute
The Case Management Training Institute (CMTI), generously funded by the CT Department of Housing, was created to provide a comprehensive training program for individuals with case management responsibilities in AIDS services, AIDS housing, domestic violence, homeless shelters, and transitional living programs, regardless of how the positions are funded (i.e. DPH, HOPWA, DOH, and DMHAS).
Prevention & Outreach
ACT offers confidential HIV counseling and testing, STI/STD testing, community outreach, linkage to care, CLEAR behavioral intervention, and the Female Condom Project.
Syringe Services Program
The Syringe Services Program is a harm-reduction service that encourages injection drug users to dispose of used hypodermic needles in a safe manner. This reduces the transmission of blood borne pathogens and the number of needles discarded in the community. The SSP also offers Naloxone and overdose response education.
Community Distribution Center
The Community Distribution Center is funded by DPH and is responsible for disseminating educational materials that provide a wide range of age appropriate and culturally specific health information. These materials are provided at no cost to individuals, schools, businesses, and community organizations in Connecticut. Available materials include booklets and posters (English and Spanish) on a variety of health topics. The center also distributes male and female condoms, dental dams and lubricant to organizations throughout the state.
Volunteer Income Tax Assistance (VITA)
Since 2004, CAHS has organized coalitions of VITA sites across Connecticut. VITA programs provide alternatives to paid and predatory tax preparation in low-income communities. The IRS estimates that federal Earned Income Tax Credit (EITC) filers in Connecticut that used paid preparers pay $273 on average. In addition to paying high fees for tax preparation, the IRS estimates that 20% of those eligible for the EITC do not take advantage of it, leaving millions of dollars in unclaimed credits each year. VITA sites ensure that residents have access to a free tax service that will screen for refunds and tax credits, without offering high interest loans or administrative fees. This service keeps refunds and credits in the hands of low and moderate-income families, and in their communities. Since 2020, CAHS VITA programming has also ensured eligible filers have received Federal stimulus payments to which they are entitled and eligible families are enrolled to receive the Child Tax Credit.
Returning Citizens
The Returning Citizens Program engages individuals who are six months to a year from being released and/or are currently in reentry programs. Using the CAHS Connecticut Money School curriculum, the program will focus on preventing soon-to-released individuals from struggling with money or other financial issues. Bills and debts DO accumulate during incarceration. Struggle with financial barriers for the re-entry community increases recidivism rates are, for example, people who have been incarcerated have a 69% drop in credit scores, resulting in both pre and post-incarceration debts, which impact access to housing, employment, and financial products, and increases the likelihood of recidivism by 15–20%.
Financial Empowerment Programs
The Connecticut Money School (CMS) provides free financial education for adults, young adults, and seniors We believe that everyone should have the opportunity to become financially independent. We ensure that students receive a high standard of financial education that will help them work towards a prosperous future. CMS is a community-based initiative created to promote economic stability for low to moderate income individuals Connecticut. Nearly 100 instructors with financial backgrounds teach our classes.
Bank On Connecticut seeks to serve state residents who are unbanked or underbanked, linking them to safe and affordable accounts. CAHS works with the Cities for Financial Empowerment Fund, which has created National Account Standards that include low monthly fees and no overdraft fees.
Early Childhood Equity Advocacy
Every day, CAHS works to advance policies that help make sure every family and every child has an equal opportunity to thrive and share in prosperity. Our policy work is centered around multigenerational opportunities, addressing the interconnected needs of parents and children. We coordinate with grass roots partners to advocate for policies and programs that build greater and more stable self-sufficiency among lower-income families, and a stronger foundation for their children.
Additionally, we organize early childhood providers and advocates throughout Connecticut to create a more just, fair and equitable field in which providers of early childhood services are adequately paid for their services and those who use their services are not unduly burdened by cost-prohibitive fees, and children receive high quality early care and education experiences.
Where we work
External reviews

Our results
How does this organization measure their results? It's a hard question but an important one.
Number of people tested for HIV
This metric is no longer tracked.Totals By Year
Related Program
Prevention & Outreach
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Number of clients living with HIV receiving assistance to access healthcare benefits
This metric is no longer tracked.Totals By Year
Related Program
HIV/AIDS Care Services
Type of Metric
Output - describing our activities and reach
Direction of Success
Holding steady
Our Sustainable Development Goals
Learn more about Sustainable Development Goals.
Goals & Strategy
Learn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
1. to increase Connecticut’s capacity to ensure that all people impacted by HIV/AIDS and related health issues have access to health, housing and support services.
2. to provide syringe services, drug user health services and safer sex education in order to reduce the spread of HIV, Hep C, and other transmissible infections; and substance abuse overdoses.
3. to improve opportunity and prosperity for Connecticut’s children and families by shaping policies and programs that significantly and measurably reduce poverty and promote a secure future.
4. to provide resources for Connecticut’s LGBTQ+ community in order to reduce stigma and increase self-esteem.
What are the organization's key strategies for making this happen?
Goal 1 strategies:
Care Services: Medical Case Management; Connections Wellness Center
Case Management Training Institute (CMTI) and Presentations
Community Distribution Center
Housing Support Services
Project TLC (Transitional Linkage to Community)
Goal 2 strategies:
Prevention Services
Syringe Services Program (SSP)
Goal 3 strategies:
Volunteer Income Tax Assistance
Financial Education Services: BankOn Connecticut; The CT Money School (CMS) i
Returning Citizens Program
Policy Change:
Goal 4 strategies:
website online resources
What are the organization's capabilities for doing this?
We have a committed staff of 45-50 FTE who deliver the services outlined above and in our metrics.
What have they accomplished so far and what's next?
All of our services are on-going and the staff are meeting the deliverables for each of the respective services that we provide.
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2021 info
0.72
Months of cash in 2021 info
0.8
Fringe rate in 2021 info
23%
Funding sources info
Assets & liabilities info
Financial data
Advancing Connecticut Together
Balance sheetFiscal Year: Jan 01 - Dec 31
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Fiscal Year: Jan 01 - Dec 31
This snapshot of Advancing Connecticut Together’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
Created in partnership with
Business model indicators
Profitability info | 2017 | 2018 | 2019 | 2020 | 2021 |
---|---|---|---|---|---|
Unrestricted surplus (deficit) before depreciation | $106,043 | $21,712 | $191,014 | $187,572 | $532,507 |
As % of expenses | 2.1% | 0.4% | 3.0% | 2.2% | 4.6% |
Unrestricted surplus (deficit) after depreciation | $105,539 | $20,358 | $189,660 | $171,374 | $500,004 |
As % of expenses | 2.1% | 0.4% | 2.9% | 2.0% | 4.3% |
Revenue composition info | |||||
---|---|---|---|---|---|
Total revenue (unrestricted & restricted) | $5,189,195 | $5,316,188 | $6,524,451 | $8,604,892 | $11,859,189 |
Total revenue, % change over prior year | 6.3% | 2.4% | 22.7% | 31.9% | 37.8% |
Program services revenue | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Membership dues | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Investment income | 0.1% | 0.2% | 0.1% | 0.0% | 0.0% |
Government grants | 88.8% | 95.2% | 97.0% | 96.7% | 97.8% |
All other grants and contributions | 11.1% | 4.5% | 2.8% | 3.1% | 1.7% |
Other revenue | 0.0% | 0.1% | 0.1% | 0.2% | 0.5% |
Expense composition info | |||||
---|---|---|---|---|---|
Total expenses before depreciation | $5,142,150 | $5,210,917 | $6,430,913 | $8,425,137 | $11,485,700 |
Total expenses, % change over prior year | 5.4% | 1.3% | 23.4% | 31.0% | 36.3% |
Personnel | 44.5% | 43.5% | 34.9% | 23.4% | 16.8% |
Professional fees | 3.9% | 1.1% | 1.4% | 1.1% | 1.4% |
Occupancy | 2.5% | 2.4% | 2.0% | 2.3% | 1.2% |
Interest | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Pass-through | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
All other expenses | 49.1% | 52.9% | 61.7% | 73.3% | 80.7% |
Full cost components (estimated) info | 2017 | 2018 | 2019 | 2020 | 2021 |
---|---|---|---|---|---|
Total expenses (after depreciation) | $5,142,654 | $5,212,271 | $6,432,267 | $8,441,335 | $11,518,203 |
One month of savings | $428,513 | $434,243 | $535,909 | $702,095 | $957,142 |
Debt principal payment | $0 | $0 | $0 | $0 | $0 |
Fixed asset additions | $5,700 | $0 | $0 | $100,561 | $101,691 |
Total full costs (estimated) | $5,576,867 | $5,646,514 | $6,968,176 | $9,243,991 | $12,577,036 |
Capital structure indicators
Liquidity info | 2017 | 2018 | 2019 | 2020 | 2021 |
---|---|---|---|---|---|
Months of cash | 1.6 | 1.5 | 1.9 | 1.2 | 0.8 |
Months of cash and investments | 2.6 | 2.6 | 2.8 | 1.9 | 0.9 |
Months of estimated liquid unrestricted net assets | 2.7 | 2.8 | 2.6 | 2.1 | 2.0 |
Balance sheet composition info | 2017 | 2018 | 2019 | 2020 | 2021 |
---|---|---|---|---|---|
Cash | $697,209 | $647,273 | $1,031,516 | $867,815 | $747,702 |
Investments | $403,359 | $486,459 | $477,268 | $496,634 | $133,173 |
Receivables | $1,046,350 | $1,036,522 | $665,802 | $986,090 | $2,045,230 |
Gross land, buildings, equipment (LBE) | $58,499 | $58,499 | $58,499 | $156,063 | $257,757 |
Accumulated depreciation (as a % of LBE) | 88.1% | 90.4% | 92.7% | 43.2% | 38.8% |
Liabilities (as a % of assets) | 45.0% | 43.7% | 38.4% | 34.3% | 33.2% |
Unrestricted net assets | $1,183,478 | $1,203,836 | $1,393,496 | $1,564,870 | $2,064,874 |
Temporarily restricted net assets | $25,881 | $39,087 | N/A | N/A | N/A |
Permanently restricted net assets | $0 | $0 | N/A | N/A | N/A |
Total restricted net assets | $25,881 | $39,087 | $51,443 | $59,122 | $22,666 |
Total net assets | $1,209,359 | $1,242,923 | $1,444,939 | $1,623,992 | $2,087,540 |
Key data checks
Key data checks info | 2017 | 2018 | 2019 | 2020 | 2021 |
---|---|---|---|---|---|
Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
Executive Director
John Merz
Number of employees
Source: IRS Form 990
Advancing Connecticut Together
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
There are no highest paid employees recorded for this organization.
Advancing Connecticut Together
Board of directorsas of 06/01/2023
Board of directors data
Kellyann Day
New Reach, Inc.
Term: 2022 - 2025
Lillian Assignon
community
Catherine Butler
The Walt Disney Company
John Cannon
community
Chris Chapman
A&S Addiction Services
Natalie Cooke
Mercy Housing and Shelter
Kellyann Day
New Reach, Inc.
Terence Floyd
Wells Fargo
Steven Hernandez
CT Commission on Women Children Seniors Equity & Opportunity
Y'isiah Lopes
Town of Hamden Community Services Department
Lily Lopez
Citi
Cynthia Maignan
community
Cynthia McKenna
community
Jessica Means
APT Foundation
John Perkins
community
Amanda Trothier
University of Hartford
Lorrie Wesoly
Leeway Inc.
Emily Wood
CT Wealth Management
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? No
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
Gender identity
Sexual orientation
Disability
No data
Equity strategies
Last updated: 06/01/2023GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more
- We review compensation data across the organization (and by staff levels) to identify disparities by race.
- We disaggregate data by demographics, including race, in every policy and program measured.
- We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
- We have community representation at the board level, either on the board itself or through a community advisory board.
- We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
Professional fundraisers
Fiscal year endingSOURCE: IRS Form 990 Schedule G