Civic Intelligence

Connecticut Association Of

990 • Fiscal year 2017 • EIN 06-0766926

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

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.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

6th percentile

0.00x

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

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Net Margin

39th percentile

1.7%

Higher net margin than 39% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$258,831

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Source year 2017

Asset Growth

37th percentile

2.8%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

9.0%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)6 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$8,497,337

Up $234,055 (+2.8%) from 2016

Net Assets

Up

$8,497,337

Up $234,055 (+2.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$3,259,152

Up $268,477 (+9.0%) from 2016

Expenses

Up

$3,204,012

Up $11,787 (+0.4%) from 2016

Net Income

Up

$55,140

Up $256,690 (+127%) from 2016

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

2017

Assets$8,497,337
Liabilities$0
Net Assets$8,497,337

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

2017

Revenue$3,259,152
Expenses$3,204,012
Net Income$55,140
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Gross Receipts
$6,214,018
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$6,475,199$6,369,753▼ $105,446
Cash and Non-Interest-Bearing Accounts$1,443,707$1,668,531▲ $224,824
Savings and Temporary Cash Investments$279,700$239,549▼ $40,151
Land, Buildings, and Equipment, Net$64,676$219,504▲ $154,828
Total Assets$8,263,282$8,497,337▲ $234,055
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$8,263,282$8,497,337▲ $234,055
Total Net Assets Fund Balance$8,263,282$8,497,337▲ $234,055
Total Liabilities and Net Assets / Fund Balance$8,263,282$8,497,337▲ $234,055

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$219,504$206,628$426,132
Other Securities$6,369,753--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia ButtsCEOFT$229,841$28,990$258,831
James HeckmanGeneral Counsel/director of Govt AffairsFT$171,975$15,785$187,760
James HeckmanGeneral Counsel/director of Govt Aff-$164,013$23,747$187,760
Beth MecteauDirector of Exec. & Foundation ProgramsFT$131,813$18,257$150,070
Beth MecteauDirector of Exec. & Foundation Progr-$127,844$22,226$150,070
Lisa GovernaleVP CommunicationsFT$123,972$21,409$145,381
Gina BallardDirector of OperationsFT$114,576$4,116$118,692
Michael BarbaroPresidentPT$12,000-$12,000
Dan KeunePresident-electPT$6,500-$6,500
Barbara ErniVP at Large-$750-$750
Barbara MckeeRegion 1 VP-$750-$750
Scott CooneyRegion 2 VP-$750-$750

Board Members and Trustees

NameTitle
Sandra SchedeEx-officio Issues Advocacy Chair
Michael FeldmanImmediate Past President
Adorna CarrollDirector
Alan StewartDirector
Alexandra DelmarDirector
Alexandria Kebalo HughesDirector
Allyson BernardDirector
Ana FestaDirector
Andrea SwiedlerDirector
Anne LewisDirector
Anthony GioiaDirector
Audrey WilkickiDirector
Barbara AdlerDirector
Barbara SchmerzlerDirector
Bernice MostadDirector
Beth DiloretoDirector
Beth TiberioDirector
Betty AlbericoDirector
Bk BatesDirector
Bruce OganDirector
Bryan MorrisDirector
Carl LantzDirector
Carol NevrivyDirector
Carolyn AugurDirector
Catharine VantornhoutDirector
Charles PaterninaDirector
Charles ScottDirector
Cheryl HiltonDirector
Cheryl Scott-danielsDirector
Chris HusseyDirector
Constance WidmannDirector
Dale StevensDirector
David GallittoDirector
David JonesDirector
David LandauDirector
David SellDirector
Deborah LobanDirector
Debra ChamberlainDirector
Debra-dawn AldersonDirector
Denise RobillardDirector
Diane McadamsDirector
Don HullDirector
Donato OrsiniDirector
Donna BannonDirector
Donna KarnesDirector
Elaine AbouakaDirector
Ellen ChristianDirector
Felix DuvergerDirector
Frank AmodioDirector
Frank GreenDirector
Fred MessoreDirector
Gene FercodiniDirector
George CainDirector
Gregory HannerDirector
Harry NeumannDirector
James SetteDirector
Jay CookeDirector
Jed BackusDirector
Jeffrey GeddesDirector
Joel GrossmanDirector
John AshkarDirector
John DonatoDirector
John PellegrinoDirector
Joseph GustinDirector
Joseph ScozzafavaDirector
Joseph StaffordDirector
Joyce EpsteinDirector
Kanayo RupwaniDirector
Kathy SuhozaDirector
Kelly DefrancescoDirector
Kenneth DelvecchioDirector
Kenneth FriedDirector
Kyle NeumannDirector
Lara WintersDirector
Lauren FreedmanDirector
Laurie BalestrinoDirector
Lawrence StoryDirector
Lee LewisDirector
Leonard SchwartzDirector
Linda ConnollyDirector
Linda FercodiniDirector
Linda St PeterDirector
Lisa Barrall-mattDirector
Lisabeth AdamsDirector
Lucille BlesseyDirector
M Arthur MeyerDirector
M Bruce ScuderiDirector
M Jeffers RyerDirector
Margaret KoellmerDirector
Margaret PlekanDirector
Mari MccombsDirector
Marilyn DzenDirector
Marilyn LusherDirector
Mary Ann HebertDirector
Mary Beth GrassoDirector
Mary Pat SextonDirector
Matthew LiseeDirector
Meri ThomasDirector
Michael GuidicelliDirector
Michael PavlicinDirector
Michael TracyDirector
Michael TraumDirector
Michelle Manter GigliettiDirector
Micki GebhardtDirector
Nancy CollinsDirector
Nancy ThurnauerDirector
Nanette PastoreDirector
Nicholle MckiernanDirector
Norman KrayemDirector
Patricia McmanusDirector
Paul BreunichDirector
Paul DevittoDirector
Paul ThuryDirector
Paula TurleyDirector
Priscilla PavelDirector
Quincy ClaytonDirector
Rhonda Ivey-lentiniDirector
Richard NaplesDirector
Robert FioritoDirector
Robert LevineDirector
Rosalie AverillDirector
Rose Ann ContiDirector
Ryan LajoieDirector
Ryan RaveisDirector
SHARON O'BRIENDirector
Sam RatnerDirector
Shanyelle YoungDirector
Sharon RinaldiDirector
Sheryl KupecDirector
Shirene HazelDirector
Shirley HarpoolDirector
Stacy KingDirector
Stephan Von JenaDirector
Stephanie BarnesDirector
Steven FerrignoDirector
Terrence SheehanDirector
Thomas BanischDirector
Thomas ClancyDirector
Thomas CurtinDirector
Thomas VanacoreDirector
Timothy HastingsDirector
Tracey RoballeyDirector
Wayne HugendubelDirector
William Andruss JrDirector
William KarchereDirector
Yolanda LoweDirector
Gayle DennehyCommunications Dvp
Carol ChristiansenLegislative Dvp
Joanne BreenRegion 3 VP
Steven MillerRegion 4 VP
Edward MurphyTreasurer
Bryan AthertonVP at Large
Bryan TunneyVP at Large
Tammy FelensteinVP at Large
Revenue and Support

Revenue Composition

Contributions and Grants
$2,578,674
Program Service Revenue
$295,446
Investment Income
$385,032
Other Revenue
$0
Change in Net Assets
$55,140

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,259,152
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$234,334
Total Revenue per Audited Statements
$3,493,486
Total Revenue per Form 990
$3,259,152
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,783,992
Other Expenses$1,420,020
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---$881,484
Other Salaries and Wages---$628,527
Other Employee Benefits---$168,818
Occupancy---$121,127
All Other Expenses---$117,219
Payroll Taxes---$105,163
Other Expenses---$102,578
Fees for Services Lobbying---$87,707
Information Technology---$69,808
Office Expenses---$59,280
Advertising---$50,339
Payments to Affiliates---$40,000
Fees for Service Investment Mgmnt Fees---$35,398
Insurance---$23,069
Depreciation Depletion---$19,660
Fees for Services Accounting---$18,835
Conferences and Meetings---$14,487
Fees for Services Legal---$8,870
Fees for Services Other---$6,293
Total Functional Expenses$0$0$0$3,204,012

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,204,012
Total Expenses per Audited Statements$3,174,522
Expenses per Audited Statements$3,174,124
Expenses Not Reported on Financial Statements$29,888
Other Expense Adjustments$29,888
Expenses Not Reported on Form 990$398
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$840,602
Total Nondeductible Lobbying and Political Cost$840,602
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; debra-dawn alderson and bernice mostad work at bhhs new england in westport; mari mccombs and catharine vantornhout work at bhhs new england in fairfied; beth diloreto and felix duverger work at bhhs new england in glastonbury; ken delvecchio and linda st. Peter work at bhhs new england in wallingford; dan keune and m. Bruce scuderi work at campbell-keune realty; bettu alberico and thomas vanacore work at century 21 in branford; george cain and charle paternina work at charles paternina realty; john ashkar and scott cooney work at coldwell banker in danbury; ana festa and diane mcadams work at exp realty; gene and linda fercodini are married and work at gercodini are married and work at fercodini properties; tammy felenstein and lara winters work at halstead property in stamford; michael barbaro and david gallitto work at huntsman meade; alexandra delmar and leonard schwartz work at keller williams in stamford; mary beth grasso and sam ratner work at keller williams in trumbull; timothy hastings and harry and kyle neumann (who are uncle and nephew) work at neumann real estate; sheryl kupec and dale stevens work at re/max in enfield; debra chamberlain and paula turley work at re/maz in niantic; carol christiansen and paula turley work at re/max in gales ferry; nicholle mckiernan and steven miller work at re/max in branford; rosalie averill and kanayo rupwani work at rupwani associates; william andruss and bryan tunney work at sotheby's international in greenwich; lucille blessey, anne lewis and patricia mcmanus work at william pitt in danbury; paul breunich, bryan morris and stephan von jena work at william pitt in stamford; barbara adler and linda connolly work at william raveis in danbury; carolyn augur and david sell work at william reveis in milford; stephanie barnes, beth feldman and john pellegrino work at william raveis in stamford; laurie balestrino, kelly defrancesco and joseph scozzafava work at william raveis in new canaan

Form 990, Part VI, Section A, Line 4

The organization's bylaws were amended in 2017. Amendments include a one-time provison to extend the term of service for each memeber of the 2017 executive committee through december 31, 2018, without regard to any other conflicting sections as noticed; the addition of the position of the first vice president; established minimum eligibility criteria via a point system as determined by the executive committee for the first vice president and president-elect positions; and the addition of one non-voting advisory position to the executive committee.

Form 990, Part VI, Section A, Line 6

The organization has approximately 16,700 members; 159 members elect the leadership of the board.

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

159 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

159 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
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cynthia Butts
Formed
1920
Legal Domicile
Ct
Voting Board Members
159
Independent Board Members
159
Employees
16
Volunteers
300

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 III, Line 3

The association eliminated most of its education program so that the local associations could offer them to members as a source of revenue.

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 398. Accrual to cash adjustment 55,021.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Loss on disposal of property 398.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Accrual to cash adjustment 29,888.

Raw XML AppendixShowing 400 of 1,592 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

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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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)6 • $5M-$10M nonprofits