Connecticut Bankers Association

EIN: 060550070

Farmington, CT

Total Revenue
$3,471,368
Total Expenses
$4,049,823
Total Assets
$13,391,563
Net Assets
$11,170,795
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1899
Legal Domicile
CT
Principal Officer
Thomas S Mongellow
Phone
8606775060
Tax Period
2024-08-01 to 2025-07-31

Connecticut Bankers Association, founded in 1899, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $4.0M exceeded revenue, resulting in a 17% operating deficit.

Mission

The mission of the Connecticut Bankers Association is to represent the financial institutions in the State of Connecticut and serves as the voice of its members in matters of their common interest.The Connecticut Bankers Association shall support and promote legislative and regulatory actions at the state and federal level that benefit the general welfare of its member institutions, the banking industry and the people of the State of Connecticut.The Connecticut Bankers Association, Inc. shall encourage and facilitate the interchange of information and ideas among its members. The Association shall serve the collective needs of its members through development of educational programs and providing cost-effective services

Program Service Accomplishments

Program 1

Lobbying of legislators regarding banking laws, conventions, bank compliance symposiums, and FDIC workshops for the benefit of its members.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $230,887
Program Service Revenue $2,622,465
Investment Income $470,325
Other Revenue $147,691
TOTAL REVENUE $3,471,368

Expense Breakdown

Grants Paid $8,026
Salaries & Benefits $1,986,659
Fundraising Expenses $0
Other Expenses $2,055,138
TOTAL EXPENSES $4,049,823

Year-over-Year Comparison

2024 2023 Change
Revenue $3,471,368 $4,012,155 -0.1%
Expenses $4,049,823 $3,478,435 +0.2%
Net Income $-578,455 $533,720 -2.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
10
Employees
11
Volunteers
12

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$1,200,120
Total Directors
13
$445,872
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Thomas S Mongellow President & CEO 40.00
Officer Director
$404,814 $41,058 $445,872
Michael Alberts Director (start 12/2024) 1.00
Director
$0 $0 $0
David W Glidden Director (end 12/2024) 1.00
Director
$0 $0 $0
George Hermann Director 1.00
Director
$0 $0 $0
Anthony Joyce Director 1.00
Director
$0 $0 $0
Andreas Kapetanopoulos Director 1.00
Director
$0 $0 $0
Michael Alberts Director (start 12/2024) 1.00
Director
$0 $0 $0
Christopher Motl Director 1.00
Director
$0 $0 $0
Lesa Vanotti Director 1.00
Director
$0 $0 $0
David A Schneider Chair 1.00
Officer Director
$0 $0 $0
Martin G Morgado Vice Chair 1.00
Officer Director
$0 $0 $0
Frank J Gaudio Immediate Past Chair 1.00
Officer Director
$0 $0 $0
Timothy P Geelan Immediate Past Chair (end 12/2024) 1.00
Officer Director
$0 $0 $0
Arthur Corey SVP, General Counsel, Secretary 40.00
Officer
$257,372 $37,678 $295,050
Mark Barry VP, COO, Treasurer 40.00
Officer
$224,802 $36,895 $261,697
Kimberly Tuttle VP, Director of Education 40.00
Officer
$163,203 $34,298 $197,501
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,471,368 $4,049,823 $13,391,563 $-578,455
2024 $4,012,155 $3,478,435 $13,268,589 $533,720
2023 $11,673,382 $3,043,651 $12,856,526 $8,629,731
2022 $2,857,463 $2,670,465 $4,193,357 $186,998
2021 $2,135,467 $1,884,777 $4,069,202 $250,690
2020 $2,481,869 $2,244,984 $3,687,619 $236,885
2019 $2,865,743 $2,746,116 $3,517,982 $119,627
2018 $2,854,823 $2,633,103 $3,295,682 $221,720
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