Civic Intelligence

Connecticut Association Of

990 • Fiscal year 2016 • EIN 06-0766926

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

111 Founders Plaza 11th FloorEast Hartford, CT 06108-3296

(860) 290-6601

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Net Margin

16th percentile

-6.7%

Higher net margin than 16% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

44th percentile

$243,570

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2016

Asset Growth

41st percentile

1.1%

Faster asset growth than 41% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-7.5%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$8,263,282

Up $86,387 (+1.1%) from 2015

Net Assets

Up

$8,263,282

Up $86,387 (+1.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$2,990,675

Down $241,255 (-7.5%) from 2015

Expenses

Down

$3,192,225

Down $161,788 (-4.8%) from 2015

Net Income

Down

-$201,550

Down $79,467 (-65%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $6,670,873Liabilities 2011: $0Net Assets 2011: $6,670,8732011Assets 2012: $7,308,145Liabilities 2012: $0Net Assets 2012: $7,308,1452012Assets 2013: $8,215,150Liabilities 2013: $0Net Assets 2013: $8,215,1502013Assets 2014: $8,608,335Liabilities 2014: $0Net Assets 2014: $8,608,3352014Assets 2015: $8,176,895Liabilities 2015: $0Net Assets 2015: $8,176,8952015Assets 2016: $8,263,282Liabilities 2016: $0Net Assets 2016: $8,263,2822016Assets 2017: $8,497,337Liabilities 2017: $0Net Assets 2017: $8,497,3372017Assets 2018: $6,820,736Liabilities 2018: $0Net Assets 2018: $6,820,7362018Assets 2019: $6,087,767Liabilities 2019: $0Net Assets 2019: $6,087,7672019Assets 2020: $6,841,927Liabilities 2020: $0Net Assets 2020: $6,841,9272020Assets 2021: $9,376,383Liabilities 2021: $0Net Assets 2021: $9,376,3832021Assets 2022: $9,847,025Liabilities 2022: $0Net Assets 2022: $9,847,0252022Assets 2023: $11,233,343Liabilities 2023: $0Net Assets 2023: $11,233,3432023Assets 2024: $10,881,780Liabilities 2024: $0Net Assets 2024: $10,881,7802024

Highlighted filing

2016

Assets$8,263,282
Liabilities$0
Net Assets$8,263,282

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,078,532Expenses 2011: $2,808,783Net Income 2011: $269,7492011Revenue 2012: $2,911,361Expenses 2012: $2,572,643Net Income 2012: $338,7182012Revenue 2013: $3,279,155Expenses 2013: $2,590,529Net Income 2013: $688,6262013Revenue 2014: $3,204,245Expenses 2014: $2,682,732Net Income 2014: $521,5132014Revenue 2015: $3,231,930Expenses 2015: $3,354,013Net Income 2015: -$122,0832015Revenue 2016: $2,990,675Expenses 2016: $3,192,225Net Income 2016: -$201,5502016Revenue 2017: $3,259,152Expenses 2017: $3,204,012Net Income 2017: $55,1402017Revenue 2018: $3,386,676Expenses 2018: $4,642,495Net Income 2018: -$1,255,8192018Revenue 2019: $2,925,929Expenses 2019: $4,213,511Net Income 2019: -$1,287,5822019Revenue 2020: $5,145,897Expenses 2020: $4,702,124Net Income 2020: $443,7732020Revenue 2021: $5,792,556Expenses 2021: $3,793,812Net Income 2021: $1,998,7442021Revenue 2022: $5,560,829Expenses 2022: $3,939,396Net Income 2022: $1,621,4332022Revenue 2023: $5,701,972Expenses 2023: $4,774,646Net Income 2023: $927,3262023Revenue 2024: $5,557,935Expenses 2024: $6,186,736Net Income 2024: -$628,8012024

Highlighted filing

2016

Revenue$2,990,675
Expenses$3,192,225
Net Income-$201,550
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Gross Receipts
$6,745,587
Mission and Program Overview

Mission

Provides educational programs, conferences and special activities; public relations; legislative efforts and lobbying for members.

Provide educational programs, conferences and special activities; public relations; legislative efforts and lobbying for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,526,913$6,475,199▼ $51,714
Cash and Non-Interest-Bearing Accounts$1,087,748$1,443,707▲ $355,959
Savings and Temporary Cash Investments$498,805$279,700▼ $219,105
Land, Buildings, and Equipment, Net$63,429$64,676▲ $1,247
Total Assets$8,176,895$8,263,282▲ $86,387
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$8,176,895$8,263,282▲ $86,387
Total Net Assets Fund Balance$8,176,895$8,263,282▲ $86,387
Total Liabilities and Net Assets / Fund Balance$8,176,895$8,263,282▲ $86,387

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$64,676$194,011$258,687
Other Securities$6,475,199--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia ButtsCEOFT$185,526$58,044$243,570
James HeckmanGeneral Counsel/director of Govt AffairsFT$158,647$16,231$174,878
James HeckmanGeneral Counsel/director of Govt Aff-$146,111$28,767$174,878
Beth MecteauDirector of Executive and Foundation ProgramsFT$131,918$19,147$151,065
Beth MecteauDirector of Executive and Foundation-$124,066$26,999$151,065
Lisa GovernaleVP CommunicationsFT$115,192$34,902$150,094
Gina BallardDirector of OperationsFT$107,911$3,895$111,806
Michael FeldmanPresidentPT$6,540-$6,540
Michael BarbaroPresident-electPT$2,759-$2,759
Barbara ErniVP at Large-$750-$750
Barbara MckeeRegion 1 VP-$750-$750
Carol NevrivyCommunications Dvp-$750-$750
Tammy FelensteinVP at Large-$750-$750
Mari MccombsDirector--$500$500

Board Members and Trustees

NameTitle
Sandra SchedeImmediate Past President
Adorna CarrollDirector
Alan StewartDirector
Alexandra DelmarDirector
Alexandre KebaloDirector
Alfred BernardDirector
Allyson BernardDirector
Ana FestaDirector
Anne StarkDirector
Arlene BubbicoDirector
Audrey WilkickiDirector
Barbara AdlerDirector
Barbara FreyDirector
Barbara SchmerzlerDirector
Bernice MostadDirector
Beth TiberioDirector
Brad KimmelmanDirector
Bruce OganDirector
Bryan MorrisDirector
Carl LantzDirector
Carol ChristiansenDirector
Carolyn AugurDirector
Catharine VantornhoutDirector
Charles PaterninaDirector
Cheryl HiltonDirector
Cheryl KebaloDirector
Cheryl Scott-danielsDirector
Chris HusseyDirector
Dan KeuneDirector
Daniel MulvihillDirector
David GallittoDirector
David SartiranaDirector
David SellDirector
Deborah LobanDirector
Debra ChamberlainDirector
Debra-dawn AldersonDirector
Denise RobillardDirector
Diane McadamsDirector
Diane SayersDirector
Donato OrsiniDirector
Donna BannonDirector
Edward PellegrinoDirector
Elaine AbouakarDirector
Elizabeth DollDirector
Ellen ChristianDirector
Felix DuvergerDirector
Francis HirdDirector
Frank AmodioDirector
Frank GreenDirector
Fred MessoreDirector
Gayle DennehyDirector
Gene FercodiniDirector
George CainDirector
Harry NeumannDirector
James FalcettaDirector
James SetteDirector
Jed BackusDirector
Joann ErbDirector
Joanne BreenDirector
Joel GrossmanDirector
John AshkarDirector
John DonatoDirector
John PellegrinoDirector
Joseph KristDirector
Joseph ScozzafavaDirector
Joseph StaffordDirector
Kanayo RupwaniDirector
Kathleen MagliochettiDirector
Kathy SuhozaDirector
Kenneth DelvecchioDirector
Kenneth FriedDirector
Kim DandreaDirector
Kyle NeumannDirector
Lauren FreedmanDirector
Laurie BalestrinoDirector
Lee LewisDirector
Leonard SchwartzDirector
Linda AndrikisDirector
Linda DavisDirector
Linda FercodiniDirector
Lisa Barrall-mattDirector
Lisabeth AdamsDirector
M Arthur MeyerDirector
M Bruce ScuderiDirector
Margaret KoellmerDirector
Margaret PlekanDirector
Marilyn DzenDirector
Marilyn LusherDirector
Mary Ann HebertDirector
Matthew LiseeDirector
Michael CollinsDirector
Michael FrascatoreDirector
Michael GuidicelliDirector
Michael PavlicinDirector
Michael TracyDirector
Michelle ManterDirector
Micki GebhardtDirector
Nancy CollinsDirector
Nanette PastoreDirector
Norman KrayemDirector
Patricia McmanusDirector
Paul BreunichDirector
Paul DevittoDirector
Paul ThuryDirector
Quincy ClaytonDirector
Rhonda Ivey-lentiniDirector
Richard NaplesDirector
Richard ThomasDirector
Robert FioritoDirector
Robert LevineDirector
Robert StoneDirector
Rosalie AverillDirector
Rose Ann ContiDirector
Russell PrunerDirector
Ryan LajoieDirector
SHARON O'BRIENDirector
Sam RatnerDirector
Sheila RittmanDirector
Sheryl KupecDirector
Stacy KingDirector
Stephan Von JeanDirector
Stephanie BarnesDirector
Susan LarsonDirector
Teale StevensDirector
Terrence SheehanDirector
Thaddea SheridanDirector
Theresa GormanDirector
Thomas CaseyDirector
Thomas CurtainDirector
Tracey RoballeyDirector
Wayne HugendubelDirector
William Andruss JrDirector
William KarchereDirector
William ReardonDirector
Yolanda LoweDirector
Zaza ChilversDirector
Donna KarnesLegislative Dvp
Scott CooneyRegion 2 VP
Carol PresuttiRegion 3 VP
Steven MillerRegion 4 VP
Edward MurphyTreasurer
Bryan AthertonVP at Large
Bryan TunneyVP at Large

Highest Paid Contractors

ContractorServicesLocationCompensation
Sleek MachinePrONE STATE STREET SUITE 750, Boston, MA 02109$330,833
Intermark GroupAdvertising Space101 25TH STREET NORTH, Birmingham, AL 35203$130,698
Revenue and Support

Revenue Composition

Contributions and Grants
$2,564,593
Program Service Revenue
$433,623
Investment Income
$-7,541
Other Revenue
$0
Change in Net Assets
$-201,550

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,990,675
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$268,256
Total Revenue per Audited Statements
$3,258,931
Total Revenue per Form 990
$2,990,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,770,093
Other Expenses$1,422,132
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$844,212
Other Salaries and Wages---$644,383
Other Employee Benefits---$178,319
All Other Expenses---$109,493
Occupancy---$108,679
Payroll Taxes---$103,179
Fees for Services Lobbying---$84,468
Other Expenses---$67,395
Information Technology---$62,395
Office Expenses---$54,591
Conferences and Meetings---$36,231
Fees for Service Investment Mgmnt Fees---$29,928
Advertising---$29,293
Payments to Affiliates---$25,000
Insurance---$18,667
Depreciation Depletion---$16,807
Fees for Services Accounting---$15,200
Fees for Services Other---$7,881
Fees for Services Legal---$7,416
Total Functional Expenses$0$0$0$3,192,225

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,192,225
Total Expenses per Audited Statements$3,175,440
Expenses per Audited Statements$3,175,097
Expenses Not Reported on Financial Statements$17,128
Other Expense Adjustments$17,128
Expenses Not Reported on Form 990$343
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$544,273
Total Nondeductible Lobbying and Political Cost$544,273
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Donna bannon and mary-ann hebert are sisters and work at bhgre bannon & hebert; mari mccombs and catharine vantornhout work at bhhs new england in fairfield; debra-dawn alderson and bernice mostad work at bhhs new england in westport; bruce ogan and carol presutti work at bhhs new england in farmington; cheryl hilton and kathleen magliochetti work at calcagni real estate in plantsville; dan keune and m. Bruce scuderi work at campbell-keune realty; george cain and charles paternina work at charlese paternina properties; john ashkar and scott cooney work at coldwell banker in danbury; gene and linda fercodini are married and work at fercodini properties; tammy felenstein and thaddea sheridan work at halstead property in stamford; barbara mckee and russell pruner work at holihan lawrence; alexandra delmar and leonard schwartz work at keller williams in stamford; sam ratner and tracey roballey work at keller williams in trumbull; zaza chilvers, harry neumann and kyle neumann are uncle and nephew and work at neumann real estate; cheryl kebalo and stacy king work at re/max in glastonbury; lisa barall-matt and carl lantz work at re/ma in west hartford; carol christiansen and linda davis work at re/max in gales ferry; allyson and alfred bernard are mother and son work at real estate professionals of ct; adorna carroll and rhonda ivey-lentini work at realty 3 of ct in berlin; rosalie averill and kanayo rupwani work at rupwani associates; william andruss jr and bryan tunney work at sotheby's int'l in greenwich; linda andrikis and margaret plekan work at west view properties; paul breunich, bryan morris and stephan von jena work at william pitt in stamford; stephane barnes and robert stone work at william raveis in southport; michael feldman and john pellegrino work at william raveis in stamford; carolyn augur and david sell work at william raveis in milford; laurie balestrino and joseph scozzafava work at william raveis in new canaan; elizabeth doll and micki gebhardt work at william raveis in glastonbury;

Form 990, Part VI, Section A, Line 4

The organization's by-laws were amended in 2016. Amendments include changes made to the process to petition for reinstatement by a director of the board subject to automatic resignation and to establish a specific process for unexcused absences from the executive committee and a petition process for an executive committee member subject to automatic resignation.

Form 990, Part VI, Section A, Line 6

The organization has approximately 16,500 members; 150 members elect the leadership of the board.

Form 990, Part VI, Section A, Line 7A

150 members elect the leadership of the board; approve the annual budget and changes to the by-laws and investment policy statement.

Form 990, Part VI, Section A, Line 7B

150 members elect the leadership of the board; approve the annual budget and changes to the by-laws.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviwed by the finance committee and is submitted to the executive committee prior to filing. It is not provided to the entire governing body.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is on every meeting notice, introduced at the first board of directors meeting annually and is part of the new director orientation process.

Form 990, Part VI, Section B, Line 15A

For the ceo compensation determination, the president reviews comparability data, negotiates salary with the ceo and the contract is approved by executive committee. For other officers' compensation determination, the ceo reviews comparability data and determines salary is in compliance with the budget (which has been approved by board of directors).

Form 990, Part VI, Section C, Line 19

Governing documents and conflict of interest policy are posted on organization's website. Financial statements upon request.

Filing and Contact Details

Filer

Filer Name
Connecticut Association of
EIN
06-0766926
Phone
8602906601
Address
111 FOUNDERS PLAZA 11TH FLOOR, EAST HARTFORD, CT 06108-3296

Signing Officer

Name
Cynthia Butts
Title
Chief Executive Officer
Phone
8602906601
Signed
2017-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cynthia Butts
Formed
1920
Legal Domicile
Ct
Voting Board Members
150
Independent Board Members
150
Employees
14
Volunteers
400

Preparer

Firm
BLUM SHAPIRO & COMPANY PC CPA'S
Address
29 S MAIN STREET PO BOX 272000, WEST HARTFORD, CT 06127-2000
Preparer
Lori Budnick
Phone
8605614000
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 2C

The process has not changed from the prior year.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Loss on disposal of property 343. Accrual to cash adjustment -20,024.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Loss on disposal of property 343.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Accrual to cash adjustment 17,128.

Raw XML AppendixShowing 400 of 1,555 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$5.56$6.19$0.63
2023Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$11.2$0.00$11.2$5.70$4.77$0.93
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.85$0.00$9.85$5.56$3.94$1.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.38$0.00$9.38$5.79$3.79$2.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.00$6.84$5.15$4.70$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.00$6.09$2.93$4.21$1.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$0.00$6.82$3.39$4.64$1.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.50$0.00$8.50$3.26$3.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$2.99$3.19$0.20
2015Detailed filing. Detailed filing data is available for this year.$8.18$0.00$8.18$3.23$3.35$0.12
2014Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$3.20$2.68$0.52
2013Summary only. Only limited summary data is available for this year.$8.22$0.00$8.22$3.28$2.59$0.69
2012Summary only. Only limited summary data is available for this year.$7.31$0.00$7.31$2.91$2.57$0.34
2011Summary only. Only limited summary data is available for this year.$6.67$0.00$6.67$3.08$2.81$0.27
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • $5M-$10M nonprofits