Civic Intelligence

Connecticut State Univers American Assoc of University Professors

990 • Fiscal year 2018 • EIN 06-0942016

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 30, 2018

Ccsu Marcus White Hall Rm 305New Britain, CT 06053

(860) 832-3792

Siviq Scores

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

Liabilities / Assets

71st percentile

0.07x

Higher debt load relative to assets than 71% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.09x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

43rd percentile

1.9%

Faster asset growth than 43% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

1.1%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,951,428

Up $36,783 (+1.9%) from 2017

Net Assets

Down

$1,806,077

Down $79,540 (-4.2%) from 2017

Liabilities

Up

$145,351

Up $116,323 (+401%) from 2017

Revenue

Up

$1,565,515

Up $16,336 (+1.1%) from 2017

Expenses

Down

$1,402,734

Down $104,000 (-6.9%) from 2017

Net Income

Up

$162,781

Up $120,336 (+284%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,353,454Liabilities 2011: $6,488Net Assets 2011: $1,346,9662011Assets 2012: $1,525,736Liabilities 2012: $0Net Assets 2012: $1,525,7362012Assets 2013: $1,594,983Liabilities 2013: $581Net Assets 2013: $1,594,4022013Assets 2014: $1,713,732Liabilities 2014: $1,548Net Assets 2014: $1,712,1842014Assets 2015: $1,783,408Liabilities 2015: $20,308Net Assets 2015: $1,763,1002015Assets 2016: $1,896,465Liabilities 2016: $22,121Net Assets 2016: $1,874,3442016Assets 2017: $1,914,645Liabilities 2017: $29,028Net Assets 2017: $1,885,6172017Assets 2018: $1,951,428Liabilities 2018: $145,351Net Assets 2018: $1,806,0772018Assets 2019: $1,943,007Liabilities 2019: $115,758Net Assets 2019: $1,827,2492019Assets 2020: $2,034,171Liabilities 2020: $97,784Net Assets 2020: $1,936,3872020Assets 2021: $2,022,255Liabilities 2021: $74,430Net Assets 2021: $1,947,8252021Assets 2022: $1,902,387Liabilities 2022: $136,371Net Assets 2022: $1,766,0162022Assets 2023: $1,889,267Liabilities 2023: $161,909Net Assets 2023: $1,727,3582023Assets 2024: $1,811,483Liabilities 2024: $164,922Net Assets 2024: $1,646,5612024

Highlighted filing

2018

Assets$1,951,428
Liabilities$145,351
Net Assets$1,806,077

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,317,5222011Expenses 2012: $1,256,6132012Revenue 2013: $1,408,030Expenses 2013: $1,300,969Net Income 2013: $107,0612013Revenue 2014: $1,451,303Expenses 2014: $1,323,409Net Income 2014: $127,8942014Revenue 2015: $1,516,565Expenses 2015: $1,422,129Net Income 2015: $94,4362015Revenue 2016: $1,579,303Expenses 2016: $1,487,990Net Income 2016: $91,3132016Revenue 2017: $1,549,179Expenses 2017: $1,506,734Net Income 2017: $42,4452017Revenue 2018: $1,565,515Expenses 2018: $1,402,734Net Income 2018: $162,7812018Revenue 2019: $1,352,390Expenses 2019: $1,437,728Net Income 2019: -$85,3382019Revenue 2020: $1,416,934Expenses 2020: $1,387,684Net Income 2020: $29,2502020Revenue 2021: $1,437,863Expenses 2021: $1,376,572Net Income 2021: $61,2912021Revenue 2022: $1,402,287Expenses 2022: $1,421,187Net Income 2022: -$18,9002022Revenue 2023: $1,431,873Expenses 2023: $1,410,175Net Income 2023: $21,6982023Revenue 2024: $1,381,078Expenses 2024: $1,506,360Net Income 2024: -$125,2822024

Highlighted filing

2018

Revenue$1,565,515
Expenses$1,402,734
Net Income$162,781
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 30, 2018
Return Version
2017v2.3
Gross Receipts
$1,566,626
Mission and Program Overview

Mission

Educational association/union to represent members

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,754,971$1,778,830▲ $23,859
Investments in Publicly Traded Securities$73,374$71,302▼ $2,072
Cash and Non-Interest-Bearing Accounts$67,096$56,644▼ $10,452
Prepaid Expenses and Deferred Charges$11,110$41,689▲ $30,579
Land, Buildings, and Equipment, Net$8,094$2,963▼ $5,131
Total Assets$1,914,645$1,951,428▲ $36,783
Liabilities
Accounts Payable and Accrued Expenses$29,028$145,351▲ $116,323
Total Liabilities$29,028$145,351▲ $116,323
Net Assets / Fund Balance
Unrestricted Net Assets$1,885,617$1,806,077▼ $79,540
Total Net Assets Fund Balance$1,885,617$1,806,077▼ $79,540
Total Liabilities and Net Assets / Fund Balance$1,914,645$1,951,428▲ $36,783

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,963$61,560$64,523
Compensation and Service Providers

Board Members and Trustees

NameTitle
Elena TapiaPresident
Stephen AdairSecretary
Harlan ShakunTreasurer
PATRICIA O'NEILVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,518,489
Investment Income
$47,026
Other Revenue
$0
Change in Net Assets
$162,781

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,565,515
Revenue Not Reported on Form 990
$-55,330
Total Revenue per Audited Statements
$1,510,185
Total Revenue per Form 990
$1,565,515
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$732,780
Other Expenses$669,954
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$445,961$49,551-$495,512
Payments to Affiliates$440,576--$440,576
Other Employee Benefits$123,244$13,694-$136,938
Conferences and Meetings$70,514--$70,514
Pension Plan Contributions$50,009$5,557-$55,566
Fees for Services Lobbying$46,794--$46,794
Payroll Taxes$40,287$4,477-$44,764
Fees for Services Other$33,855$1,220-$35,075
Insurance$22,522$2,503-$25,025
Office Expenses$8,833$981-$9,814
Fees for Services Legal$8,569--$8,569
Travel$5,587--$5,587
All Other Expenses$3,643$427-$4,070
Depreciation Depletion$4,019--$4,019
Fees for Services Accounting-$3,500-$3,500
Other Expenses$1,350$170-$1,350
Total Functional Expenses$1,320,197$82,537$0$1,402,734

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,402,734
Total Expenses per Form 990$1,402,734
Total Expenses per Audited Statements$1,402,434
Expenses Not Reported on Form 990$-300
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

The association has members who may elect members of the governing body.

Form 990, Page 6, Part VI, Line 7B

The decisions of the governing body are subject to approval by members.

Form 990, Page 6, Part VI, Line 11B

A draft of form 990 is provided to the governing board before the return is electronically submitted.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Connecticut State Univers American
EIN
06-0942016
Phone
8608323792
Address
CCSU MARCUS WHITE HALL RM 305, NEW BRITAIN, CT 06053

Signing Officer

Name
Harlan Shakun
Title
Treasurer
Phone
8608323792
Signed
2018-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harlan Shakun
Formed
1976
Legal Domicile
Ct
Voting Board Members
32
Independent Board Members
32
Employees
13

Preparer

Firm
Budwitz & Meyerjack Pc
Address
322 MAIN ST, FARMINGTON, CT 06032
Preparer
Scott Burleigh CPA
Phone
8606774697
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Expenses netted against revenue -300 expenses netted against revenue 300

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Expenses netted against revenue -300

Schedule D, Page 4, Part XII, Line 2D

Expenses netted against revenue -300

Raw XML Appendix333 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS MEMBERS WHO MAY ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A DRAFT OF FORM 990 IS PROVIDED TO THE GOVERNING BOARD BEFORE THE RETURN IS ELECTRONICALLY SUBMITTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01565515
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-30
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ReturnHeader/FilingSecurityInformation/IPTm013:56:07
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0322 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARMINGTON
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ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT BURLEIGH CPA
ReturnHeader/ReturnTs02018-11-05T14:56:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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.$1.81$0.16$1.65$1.38$1.51$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.16$1.73$1.43$1.41$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.14$1.77$1.40$1.42$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.07$1.95$1.44$1.38$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.10$1.94$1.42$1.39$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.12$1.83$1.35$1.44$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.95$0.15$1.81$1.57$1.40$0.16
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.03$1.89$1.55$1.51$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.90$0.02$1.87$1.58$1.49$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.78$0.02$1.76$1.52$1.42$0.09
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.71$0.00$1.71$1.45$1.32$0.13
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.59$0.00$1.59$1.41$1.30$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$1.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.01$1.35$1.32