Connecticut Community Bankers Association (EIN 223050651) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

Lesa Vanotti

Phone

2037835700

Tax Period

2024-07-01 to 2025-06-30

Connecticut Community Bankers Association, founded in 1993, is a small nonprofit that reported $293K in total revenue in fiscal year 2024. The organization ran a surplus of $56K, a strong 19% operating margin.

Mission

To provide a forum in which bankers can develop and exchange ideas and experience.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $283,827

Investment Income $8,973

Other Revenue $0

TOTAL REVENUE $292,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $237,012

TOTAL EXPENSES $237,012

Year-over-Year Comparison

	2024	2023	Change
Revenue	$292,800	$272,005	+0.1%
Expenses	$237,012	$408,473	-0.4%
Net Income	$55,788	$-136,468	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Diane Arnold	Director	1.00	Director	$0	$0	$0
Nick Caplanson	Director (end 6/2025)	1.00	Director	$0	$0	$0
Troy Damboise	Director	1.00	Director	$0	$0	$0
Timothy P Geelan	Director (end 6/2025)	1.00	Director	$0	$0	$0
Tony Joyce	Director	1.00	Director	$0	$0	$0
Stephen L Lewis	Director	1.00	Director	$0	$0	$0
Lesa Vanotti	President	1.00	Officer Director	$0	$0	$0
David Rotatori	Vice President	1.00	Officer Director	$0	$0	$0
Martin Morgado	Treasurer	1.00	Officer Director	$0	$0	$0
Ken Weinstein	Secretary	1.00	Officer Director	$0	$0	$0

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	$292,800	$237,012	$341,295	$55,788
2024	$272,005	$408,473	$305,232	$-136,468
2023	$276,503	$292,024	$437,381	$-15,521
2022	$329,367	$246,334	$416,371	$83,033
2020	$131,743	$144,447	$344,672	$-12,704
2019	$307,258	$288,630	$357,376	$18,628
2018	$323,410	$341,642	$338,748	$-18,232

Connecticut Community Bankers Association