Liabilities / Assets
20th percentile
Higher debt load relative to assets than 20% of similar nonprofits.
990 • Fiscal year 2022 • EIN 06-1367018
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
20th percentile
Higher debt load relative to assets than 20% of similar nonprofits.
Liabilities / Revenue
18th percentile
Higher debt load relative to revenue than 18% of similar nonprofits.
Net Margin
78th percentile
Higher net margin than 78% of similar nonprofits.
Top Officer Pay
90th percentile
Higher top officer pay than 90% of similar nonprofits.
Top officer pay equals 12.7% of source-year revenue.
Asset Growth
93rd percentile
Faster asset growth than 93% of similar nonprofits.
Revenue Growth
84th percentile
Faster revenue growth than 84% of similar nonprofits.
Assets
Up$825,987
Up $389,750 (+89%) from 2021
Net Assets
Up$825,079
Up $435,997 (+112%) from 2021
Liabilities
Down$908
Down $46,247 (-98%) from 2021
Revenue
Up$1,573,505
Up $564,466 (+56%) from 2021
Expenses
Up$1,134,127
Up $462,386 (+69%) from 2021
Net Income
Up$439,378
Up $102,080 (+30%) from 2021
Cft acs is dedicated to providing professionally administered educational programs that will continually meet the needs of the financial services industry of the atlantic and central states.
Providing continuing education programs and seminars in accodance with the expectations of financial institutions
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $3,579 | $656,086 | ▲ $652,507 |
| Cash and Non-Interest-Bearing Accounts | $382,019 | $99,772 | ▼ $282,247 |
| Accounts Receivable | $33,105 | $51,708 | ▲ $18,603 |
| Inventories for Sale or Use | $17,534 | $18,421 | ▲ $887 |
| Land, Buildings, and Equipment, Net | $0 | $0 | → $0 |
| Total Assets | $436,237 | $825,987 | ▲ $389,750 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $47,155 | $908 | ▼ $46,247 |
| Total Liabilities | $47,155 | $908 | ▼ $46,247 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $389,082 | $825,079 | ▲ $435,997 |
| Total Net Assets Fund Balance | $389,082 | $825,079 | ▲ $435,997 |
| Total Liabilities and Net Assets / Fund Balance | $436,237 | $825,987 | ▲ $389,750 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $0 | $413,905 | $413,905 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Marta Carey | President & CEO | FT | $184,025 | $15,404 | $199,429 |
| Renee Few | Assistant Vice President | FT | $67,128 | $18,675 | $85,803 |
| Crista Olson | Vice President | FT | $72,871 | - | $72,871 |
| Name | Title |
|---|---|
| Lindsey Pinkham | Chairman |
| Brian Wallace | Director |
| Chris Padgett | Director |
| George Connors | Director |
| Geri Kelly | Director |
| John Mcweeney | Director |
| Marc Hendrikson | Director |
| Ralph Schank | Director |
| William Calderara | Director |
| Michelle Raskevitz | Director (as of 05/2022) |
| Line Item | Amount |
|---|---|
| Other Expenses | $653,931 |
| Salaries, Compensation, and Employee Benefits | $480,196 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | $400,528 | $40,589 | - | $441,117 |
| Current Officers, Directors, Trustees, and Key Employees | $206,760 | $117,264 | - | $324,024 |
| Information Technology | - | $49,329 | - | $49,329 |
| Other Salaries and Wages | $29,981 | $17,004 | - | $46,985 |
| Payroll Taxes | $27,597 | $13,262 | - | $40,859 |
| Other Employee Benefits | $23,124 | $11,838 | - | $34,962 |
| Pension Plan Contributions | $21,291 | $12,075 | - | $33,366 |
| Fees for Services Legal | - | $28,435 | - | $28,435 |
| Fees for Services Accounting | - | $5,600 | - | $5,600 |
| Insurance | - | $5,240 | - | $5,240 |
| Other Expenses | - | $1,167 | - | $1,167 |
| Travel | - | $1,023 | - | $1,023 |
| Total Functional Expenses | $709,281 | $424,846 | $0 | $1,134,127 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Form 990 was distributed via email to all board members prior to the 990 being filed.”
“An annual conflict of interest policy disclosure is required for all board members and officers of the company. Additionally, employees are required to annually sign off on a gift policy and disclosure form.”
“The cftacs personnel committee (primary bank ceo's serving on our board of directors) reviews all salary and benefits for employees annually prior to the may meeting. Salary recommendations are based upon comparable salary levels for quivalent jobs in the financial services industry.”
“Documents are available upon request”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 47155 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 908 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 33105 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 51708 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDING CONTINUING EDUCATION PROGRAMS AND SEMINARS IN ACCODANCE WITH THE EXPECTATIONS OF FINANCIAL INSTITUTIONS |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MARTA W CAREY |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8007955242 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 10 WATERSIDE DR 300 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | FARMINGTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 06032 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 382019 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 99772 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 117264 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 206760 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 324024 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 40589 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 400528 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 441117 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 574 |
| IRS990/CYOtherExpensesAmt | 0 | 653931 |
| IRS990/CYOtherRevenueAmt | 0 | 555202 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1017729 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 439378 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 480196 |
| IRS990/CYTotalExpensesAmt | 0 | 1134127 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1573505 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | CONTINUING EDUCATIONAL PROGRAMS, FORUMS AND SEMINARS FOR THE FINANCIAL SERVICES COMMUNITY |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 4 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 709281 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 5600 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 5600 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 28435 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 28435 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 15404 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 18675 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | LINDSEY PINKHAM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MARTA CAREY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | WILLIAM CALDERARA |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | GEORGE CONNORS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MARC HENDRIKSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | GERI KELLY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JOHN MCWEENEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | CHRIS PADGETT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | RALPH SCHANK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | BRIAN WALLACE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | MICHELLE RASKEVITZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | RENEE FEW |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | CRISTA OLSON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 184025 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 67128 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 72871 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PRESIDENT & CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR (AS OF 05/2022) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | ASSISTANT VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | VICE PRESIDENT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1993 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 11 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 1573505 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 10 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 49329 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 49329 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 5240 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 5240 |
| IRS990/InventoriesForSaleOrUseGrp/BOYAmt | 0 | 17534 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 18421 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 574 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 574 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 9 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 413905 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 413905 |
| IRS990/LegalDomicileStateCd | 0 | CT |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE CENTER FOR FINANCIAL TRAINING IS DEDICATED TO PROVIDING PROFESSIONALLY ADMINISTERED BANKER EDUCATION AND TRAINING THAT CONTINUALLY MEETS THE EDUCATIONAL NEEDS OF BANK, CREDIT UNION, AND OTHER EMPLOYEES IN THE FINANCIAL SERVICES INDUSTRY. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 389082 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 825079 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 389082 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 825079 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 11838 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 23124 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 34962 |
| IRS990/OtherExpensesGrp/Desc | 0 | BANK & CREDIT CARD CHAR |
| IRS990/OtherExpensesGrp/Desc | 1 | MISC FEE EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | UNCOLLECTIBLE DEBT |
| IRS990/OtherExpensesGrp/Desc | 3 | PAYROLL FEE/EXPENSES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 118389 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1875 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1756 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 1167 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 118389 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 1875 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 1756 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1167 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER INCOME |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 555202 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 555202 |
| IRS990/OtherRevenueTotalAmt | 0 | 555202 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 17004 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 29981 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 46985 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 13262 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 27597 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 40859 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 12075 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 21291 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 33366 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | MARTA W CAREY |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | -3381 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 611600 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EDUCATION |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1017729 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1017729 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 83 |
| IRS990/PYOtherExpensesAmt | 0 | 231497 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1008956 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 337298 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 440244 |
| IRS990/PYTotalExpensesAmt | 0 | 671741 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1009039 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 439378 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 1572931 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 3579 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 656086 |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 413905 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 413905 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | 1 |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | 0 |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | 0 |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | 1 |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | 0 |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | 1 |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | 1 |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | BY BROCHURE |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 1 | QUESTIONS 4B AND 4D DO NOT APPLY TO THIS ORGANIZATION. SCHOLARSHIPS ARE NOT AWARDED AND CONTRIBUTIONS ARE NOT SOLICITED. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE E, PART I, LINE 3 |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | SCHEDULE E, PART I, LINE 4 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | 0 |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompensationCommitteeInd | 0 | X |
| IRS990ScheduleJ/CompensationSurveyInd | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/Form990OfOtherOrganizationsInd | 0 | X |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 184025 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 5627 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 9777 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | MARTA CAREY |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | PRESIDENT & CEO |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 199429 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FORM 990 WAS DISTRIBUTED VIA EMAIL TO ALL BOARD MEMBERS PRIOR TO THE 990 BEING FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AN ANNUAL CONFLICT OF INTEREST POLICY DISCLOSURE IS REQUIRED FOR ALL BOARD MEMBERS AND OFFICERS OF THE COMPANY. ADDITIONALLY, EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN OFF ON A GIFT POLICY AND DISCLOSURE FORM. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE CFTACS PERSONNEL COMMITTEE (PRIMARY BANK CEO'S SERVING ON OUR BOARD OF DIRECTORS) REVIEWS ALL SALARY AND BENEFITS FOR EMPLOYEES ANNUALLY PRIOR TO THE MAY MEETING. SALARY RECOMMENDATIONS ARE BASED UPON COMPARABLE SALARY LEVELS FOR QUIVALENT JOBS IN THE FINANCIAL SERVICES INDUSTRY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DOCUMENTS ARE AVAILABLE UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | 1 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 436237 |
| IRS990/TotalAssetsEOYAmt | 0 | 825987 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 436237 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 825987 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 1 |
| IRS990/TotalEmployeeCnt | 0 | 4 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 424846 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 709281 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1134127 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 47155 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 908 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 47155 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 908 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 389082 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 825079 |
| IRS990/TotalOtherCompensationAmt | 0 | 34079 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 709281 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1017729 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 324024 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 574 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1572931 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 1573505 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 10 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 436237 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 825987 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 1023 |
| IRS990/TravelGrp/TotalAmt | 0 | 1023 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 10 WATERSIDE DR 300 |
| IRS990/USAddress/CityNm | 0 | FARMINGTON |
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Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.