Civic Intelligence

Connecticut Young Insurance

EIN 22-3209102 • 501(c)6 • Glenmont, NY

Profile

To promote the independent insurance agency system in ct through its educational and promotional efforts throughout the state.

PO Box 997Glenmont, NY 12077

pia.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.09x

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

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

56th percentile

3.6%

Higher net margin than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

40th percentile

-6.5%

Faster revenue growth than 40% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$87,809

Up $15,030 (+21%) from 2023

Liabilities

Up

$7,890

Up $3,817 (+94%) from 2023

Net Assets

$79,919

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue77th percentileNet Margin56th percentile

Revenue

Up

$79,152

Up $9,670 (+14%) from 2023

Expenses

Up

$76,298

Up $3,898 (+5.4%) from 2023

Net Income

Up

$2,854

Up $5,772 (+198%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $101,754Liabilities 2011: $810Net Assets 2011: $100,9442011Assets 2012: $95,660Liabilities 2012: $2,538Net Assets 2012: $93,1222012Assets 2013: $91,611Liabilities 2013: $2,180Net Assets 2013: $89,4312013Assets 2014: $88,739Liabilities 2014: $5,320Net Assets 2014: $83,4192014Assets 2015: $81,906Liabilities 2015: $2,233Net Assets 2015: $79,6732015Assets 2016: $88,304Liabilities 2016: $2,585Net Assets 2016: $85,7192016Assets 2017: $96,407Liabilities 2017: $3,982Net Assets 2017: $92,4252017Assets 2018: $88,819Liabilities 2018: $4,567Net Assets 2018: $84,2522018Assets 2019: $93,443Liabilities 2019: $2,637Net Assets 2019: $90,8062019Assets 2020: $97,786Liabilities 2020: $12,974Net Assets 2020: $84,8122020Assets 2021: $91,374Liabilities 2021: $7,155Net Assets 2021: $84,2192021Assets 2022: $71,882Liabilities 2022: $5,064Net Assets 2022: $66,8182022Assets 2023: $72,779Liabilities 2023: $4,0732023Assets 2025: $87,809Liabilities 2025: $7,890Net Assets 2025: $79,9192025

Highlighted filing

2025

Assets$87,809
Liabilities$7,890
Net Assets$79,919
Open 2025 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $27,250Expenses 2011: $38,256Net Income 2011: -$11,0062011Revenue 2012: $31,490Expenses 2012: $35,495Net Income 2012: -$4,0052012Revenue 2013: $60,095Expenses 2013: $63,396Net Income 2013: -$3,3012013Revenue 2014: $56,269Expenses 2014: $63,553Net Income 2014: -$7,2842014Revenue 2015: $58,814Expenses 2015: $60,208Net Income 2015: -$1,3942015Revenue 2016: $66,264Expenses 2016: $62,467Net Income 2016: $3,7972016Revenue 2017: $66,729Expenses 2017: $65,956Net Income 2017: $7732017Revenue 2018: $63,529Expenses 2018: $67,179Net Income 2018: -$3,6502018Revenue 2019: $65,309Expenses 2019: $67,747Net Income 2019: -$2,4382019Revenue 2020: $18,269Expenses 2020: $27,374Net Income 2020: -$9,1052020Revenue 2021: $41,062Expenses 2021: $44,860Net Income 2021: -$3,7982021Revenue 2022: $54,177Expenses 2022: $57,519Net Income 2022: -$3,3422022Revenue 2023: $69,482Expenses 2023: $72,400Net Income 2023: -$2,9182023Revenue 2025: $79,152Expenses 2025: $76,298Net Income 2025: $2,8542025

Highlighted filing

2025

Revenue$79,152
Expenses$76,298
Net Income$2,854
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,809
Liabilities
$7,890
Net assets
$79,919
Revenue
$79,152
Expenses
$76,298
Net income
$2,854
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.88$0.08$0.80$0.79$0.76$0.03
2023Summary only. Only limited summary data is available for this year.$0.73$0.04$0.69$0.72$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.05$0.67$0.54$0.58$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.07$0.84$0.41$0.45$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.13$0.85$0.18$0.27$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.03$0.91$0.65$0.68$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.05$0.84$0.64$0.67$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.04$0.92$0.67$0.66$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.03$0.86$0.66$0.62$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.02$0.80$0.59$0.60$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.05$0.83$0.56$0.64$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.89$0.60$0.63$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.03$0.93$0.31$0.35$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.01$1.01$0.27$0.38$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 3, 2026
Return Version
2025v4.0
Gross Receipts
$79,153
Mission and Program Overview

Mission

Provides information and educational data to its members to provide a greater understanding of the insurance profession.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL MEETINGS WERE HELD AND MAILINGS SENT TO MEMBERS TO ENHANCE AND EXPAND THEIR KNOWLEDGE OF THE INSURANCE INDUSTRY$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACKLYN MEEKERVice President-$0--
KIERAN BUTTRICKTreasurer-$0--
RYAN KEATINGSecretary-$0--
ROBYN RICCIARDONEPresident-Elect-$0--
JUSTIN SLOANPresident-$0--
RYAN KELLYImmediate Past President-$0--
RYAN VIVENZIODirector-$0--
MATTHEW HIGGINSDirector-$0--
SEAN WALSHDirector-$0--
WALKER RUSSELLDirector-$0--
MALORIE LEONEDirector-$0--
CLAUDIA KRZOSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Connecticut Young Insurance
EIN
22-3209102
Phone
5184343111
Address
PO BOX 997, GLENMONT, NY 12077

Signing Officer

Name
Kathleen Mcnessor
Title
CFO
Phone
5184343111
Signed
2026-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
11 BRITISH AMERICAN BLVD, LATHAM, NY 12110
Preparer
Andrew a Matthews CPA
Phone
5187850134
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 2,247.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: sponsorships. Amount: 7,250. Description: networking event. Amount: 61,001. Description: education. Amount: 540. Total to form 990-ez, line 8: 68,791.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: conferences. Amount: 1,054. Description: education. Amount: 894. Description: management fee. Amount: 20,000. Description: miscellaneous. Amount: 2,267. Description: networking event. Amount: 47,757. Description: program expense. Amount: 2,535. Description: sponsorship recognition. Amount: 41. Total to form 990-ez, line 16: 74,548.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: gain (loss) on investments. Amount: 6,111.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: investments. Beg. Of year amount: 60,933. End of year amount: 69,192. Description: prepaid expenses. Beg. Of year amount: 1,606. End of year amount: 1,490.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: deferred revenue. Beg. Of year amount: 7,495. End of year amount: 7,740. Description: accounts payable. Beg. Of year amount: 78. End of year amount: 150.”

Raw XML Appendix173 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLENMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-1
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IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02247
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt04335
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070954
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079919
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079919
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACKLYN MEEKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIERAN BUTTRICK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RYAN KELLY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATTHEW HIGGINS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WALKER RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MALORIE LEONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11CLAUDIA KRZOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
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IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt070682
IRS990EZ/OtherChangesInNetAssetsAmt06111
IRS990EZ/OtherExpensesTotalAmt074548
IRS990EZ/OtherRevenueTotalAmt068791
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDES INFORMATION AND EDUCATIONAL DATA TO ITS MEMBERS TO PROVIDE A GREATER UNDERSTANDING OF THE INSURANCE PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt03780
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL MEETINGS WERE HELD AND MAILINGS SENT TO MEMBERS TO ENHANCE AND EXPAND THEIR KNOWLEDGE OF THE INSURANCE INDUSTRY
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07573
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07890
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt076298
IRS990EZ/TotalRevenueAmt079152
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0PIA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2,247.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SPONSORSHIPS. AMOUNT: 7,250. DESCRIPTION: NETWORKING EVENT. AMOUNT: 61,001. DESCRIPTION: EDUCATION. AMOUNT: 540. TOTAL TO FORM 990-EZ, LINE 8: 68,791.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: CONFERENCES. AMOUNT: 1,054. DESCRIPTION: EDUCATION. AMOUNT: 894. DESCRIPTION: MANAGEMENT FEE. AMOUNT: 20,000. DESCRIPTION: MISCELLANEOUS. AMOUNT: 2,267. DESCRIPTION: NETWORKING EVENT. AMOUNT: 47,757. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 2,535. DESCRIPTION: SPONSORSHIP RECOGNITION. AMOUNT: 41. TOTAL TO FORM 990-EZ, LINE 16: 74,548.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: GAIN (LOSS) ON INVESTMENTS. AMOUNT: 6,111.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 60,933. END OF YEAR AMOUNT: 69,192. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,606. END OF YEAR AMOUNT: 1,490.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 7,495. END OF YEAR AMOUNT: 7,740. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 78. END OF YEAR AMOUNT: 150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN MCNESSOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05184343111
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONNECTICUT YOUNG INSURANCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0CONN
ReturnHeader/Filer/EIN0223209102
ReturnHeader/Filer/PhoneNum05184343111
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 997
ReturnHeader/Filer/USAddress/CityNm0GLENMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012077
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161092347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENGEL METZGER BARR & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 BRITISH AMERICAN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LATHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012110
ReturnHeader/PreparerPersonGrp/PhoneNum05187850134
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW A MATTHEWS CPA
ReturnHeader/ReturnTs02026-02-05T08:24:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits