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MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC.

Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 12 Jan 1990
Business ALEI: 0243006
Annual report due: 12 Jan 2026
Business address: 1235 HUNTINGTON TURNPIKE, TRUMBULL, CT, 06611, United States
Mailing address: 1235 HUNTINGTON TURNPIKE 1235 HUNTINGTON TURNPIKE, TRUMBULL, CT, United States, 06611
ZIP code: 06611
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: rdobos@cthousingpartners.org

Industry & Business Activity

NAICS

531390 Other Activities Related to Real Estate

This industry comprises establishments primarily engaged in performing real estate related services (except lessors of real estate, offices of real estate agents and brokers, real estate property managers, and offices of real estate appraisers). Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
403(B) THRIFT PLAN OF MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 2021 223035152 2022-10-05 MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 531390
Sponsor’s telephone number 2033596940
Plan sponsor’s address PO BOX 704, FAIRFIELD, CT, 068240704

Signature of

Role Plan administrator
Date 2022-10-05
Name of individual signing SUSANA MENDEZ
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 2020 223035152 2021-02-10 MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 531390
Sponsor’s telephone number 2033596940
Plan sponsor’s address PO BOX 704, FAIRFIELD, CT, 068240704

Signature of

Role Plan administrator
Date 2021-02-10
Name of individual signing WADE ROCKWOOD
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 2019 223035152 2020-07-22 MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 531390
Sponsor’s telephone number 2033596940
Plan sponsor’s address PO BOX 704, FAIRFIELD, CT, 068240704

Signature of

Role Plan administrator
Date 2020-07-22
Name of individual signing WADE ROCKWOOD
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 2018 223035152 2019-04-02 MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 531390
Sponsor’s telephone number 2033596940
Plan sponsor’s address PO BOX 704, FAIRFIELD, CT, 068240704

Signature of

Role Plan administrator
Date 2019-04-02
Name of individual signing WADE ROCKWOOD
Valid signature Filed with authorized/valid electronic signature
MUTUAL HOUSING ASSOCIATION OF SWCT ERISA PLAN 2013 223035152 2014-09-04 MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 531390
Sponsor’s telephone number 2033596940
Plan sponsor’s address 63 STILLWATER AVENUE, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2014-09-04
Name of individual signing SELVIN OSBOURNE
Valid signature Filed with authorized/valid electronic signature
MUTUAL HOUSING ASSOCIATION OF SWCT ERISA PLAN 2012 223035152 2013-10-02 MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 531390
Sponsor’s telephone number 2033596940
Plan sponsor’s address 63 STILLWATER AVENUE, STAMFORD, CT, 06902

Signature of

Role Plan administrator
Date 2013-10-02
Name of individual signing SELVIN OSBOURNE
Valid signature Filed with authorized/valid electronic signature
MUTUAL HOUSING ASSOCIATION OF SWCT ERISA PLAN 2011 223035152 2012-09-25 MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 531390
Sponsor’s telephone number 2033596940
Plan sponsor’s address 63 STILLWATER AVENUE, STAMFORD, CT, 06902

Plan administrator’s name and address

Administrator’s EIN 223035152
Plan administrator’s name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC.
Plan administrator’s address 63 STILLWATER AVENUE, STAMFORD, CT, 06902
Administrator’s telephone number 2033596940

Signature of

Role Plan administrator
Date 2012-09-25
Name of individual signing JOHN GELMETTI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-09-25
Name of individual signing JOHN GELMETTI
Valid signature Filed with authorized/valid electronic signature
MUTUAL HOUSING ASSOCIATION OF SWCT ERISA PLAN 2010 223035152 2011-08-17 MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 531390
Sponsor’s telephone number 2033596940
Plan sponsor’s address 63 STILLWATER AVENUE, STAMFORD, CT, 06902

Plan administrator’s name and address

Administrator’s EIN 223035152
Plan administrator’s name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC.
Plan administrator’s address 63 STILLWATER AVENUE, STAMFORD, CT, 06902
Administrator’s telephone number 2033596940

Signature of

Role Plan administrator
Date 2011-08-17
Name of individual signing JOHN GELMETTI
Valid signature Filed with authorized/valid electronic signature
MUTUAL HOUSING ASSOCIATION OF SWCT ERISA PLAN 2009 223035152 2010-09-21 MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 531390
Sponsor’s telephone number 2033596940
Plan sponsor’s address 63 STILLWATER AVENUE, STAMFORD, CT, 06902

Plan administrator’s name and address

Administrator’s EIN 223035152
Plan administrator’s name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC.
Plan administrator’s address 63 STILLWATER AVENUE, STAMFORD, CT, 06902
Administrator’s telephone number 2033596940

Signature of

Role Plan administrator
Date 2010-09-21
Name of individual signing JOHN GELMETTI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
RENEE DOBOS Agent 1235 HUNTINGTON TURNPIKE, TRUMBULL, CT, 06611, United States +1 203-832-6199 rdobos@cthousingpartners.org 1235 HUNTINGTON TURNPIKE, TRUMBULL, CT, 06611, United States

Officer

Name Role Business address Phone E-Mail Residence address
NATHANIEL YORDON Officer 368 CENTER STREET, SOUTHPORT, CT, 06890, United States - - 67 NORTH STREET, EASTON, CT, 06612, United States
THERESA KORIN Officer 1235 Huntington Turnpike, Trumbull, CT, 06611, United States - - 1235 Huntington Turnpike, Trumbull, CT, 06611, United States
JENNIFER CHADWICK Officer 1235 Huntington Turnpike, Trumbull, CT, 06611, United States - - 1235 Huntington Turnpike, Trumbull, CT, 06611, United States
RENEE DOBOS Officer 1235 Huntington Turnpike, Trumbull, CT, 06611, United States +1 203-832-6199 rdobos@cthousingpartners.org 1235 HUNTINGTON TURNPIKE, TRUMBULL, CT, 06611, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CHR.0004932 PUBLIC CHARITY INACTIVE REINSTATEMENT REQUIRED - 2022-12-01 2023-11-30

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0013250710 2024-12-13 2024-12-13 Amendment Certificate of Amendment -
BF-0012908591 2024-12-13 - Annual Report Annual Report -
BF-0012281080 2023-12-13 - Annual Report Annual Report -
BF-0011384086 2023-01-09 - Annual Report Annual Report -
BF-0010175398 2022-02-08 - Annual Report Annual Report 2022
0007224929 2021-03-11 - Annual Report Annual Report 2021
0006729254 2020-01-21 - Annual Report Annual Report 2020
0006305923 2019-01-03 - Annual Report Annual Report 2019
0006214945 2018-07-12 - Annual Report Annual Report 2018
0005794697 2017-02-27 2017-02-27 Change of Agent Agent Change -

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
22-3035152 Corporation Unconditional Exemption 1235 HUNTINGTON TURNPIKE, TRUMBULL, CT, 06611-5362 1990-08
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 10,000,000 to 49,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 15532848
Income Amount 2299241
Form 990 Revenue Amount 2299241
National Taxonomy of Exempt Entities Housing & Shelter: Housing Rehabilitation
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CT INC
EIN 22-3035152
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CT INC
EIN 22-3035152
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CT INC
EIN 22-3035152
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CT INC
EIN 22-3035152
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CT INC
EIN 22-3035152
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CT INC
EIN 22-3035152
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CT INC
EIN 22-3035152
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CT INC
EIN 22-3035152
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5908167010 2020-04-06 0156 PPP 1235 HUNTINGTON TPKE, TRUMBULL, CT, 06611-5314
Loan Status Date 2021-01-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 255400
Loan Approval Amount (current) 255400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 16447
Servicing Lender Name Fairfield County Bank
Servicing Lender Address 150 Danbury Rd, RIDGEFIELD, CT, 06877-3229
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address TRUMBULL, FAIRFIELD, CT, 06611-5314
Project Congressional District CT-04
Number of Employees 16
NAICS code 813319
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 16447
Originating Lender Name Fairfield County Bank
Originating Lender Address RIDGEFIELD, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 257072.35
Forgiveness Paid Date 2020-12-28

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005054949 Active OFS 2022-03-24 2027-03-22 AMENDMENT

Parties

Name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC.
Role Debtor
Name Patriot Bank N.A.
Role Secured Party
0005054308 Active OFS 2022-03-22 2027-03-22 ORIG FIN STMT

Parties

Name MUTUAL HOUSING ASSOCIATION OF SOUTHWESTERN CONNECTICUT, INC.
Role Debtor
Name Patriot Bank N.A.
Role Secured Party
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information