2024-05-15T09:00:25-05:00 2023-06-30 043191784 MP PC ONE MONARCH PLACE SPRINGFIELD MA 01144 990 2022-07-01 061367018 CENTER FOR FINANCIAL TRAINING ATLANTIC AND CENTRAL STATES INC CENT 8007955242 10 WATERSIDE DR 300 FARMINGTON CT 06032 MARTA CAREY PRESIDENT & CEO 8603576141 2024-05-09 1 MARTA CAREY 999009999 1 PHILLIP GIGUERE P01383395 4137391800 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARTA W CAREY 10 WATERSIDE DR 300 FARMINGTON CT 06032 1408196 0 X WWW.CFTNOW.ORG X 1993 CT PROVIDING CONTINUING EDUCATION PROGRAMS AND SEMINARS IN ACCORDANCE WITH THE EXPECTATIONS OF FINANCIAL INSTITUTIONS. 10 9 4 10 0 0 0 0 1017729 1027745 574 4554 555202 375897 1573505 1408196 0 0 0 0 480196 528665 0 0 0 653931 779877 1134127 1308542 439378 99654 944805 1045789 908 2238 943897 1043551 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. 0 0 992963 1403642 CONTINUING EDUCATIONAL PROGRAMS, FORUMS AND SEMINARS FOR THE FINANCIAL SERVICES COMMUNITY 992963 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 4 1 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARTA W CAREY 8007955242 10 WATERSIDE DRIVE FARMINGTON CT 06032 LINDSEY PINKHAM CHAIRMAN 1.00 X X 0 0 0 MARTA CARY PRESIDENT & CEO 40.00 X X 201819 0 37995 WILLIAM CALDERARA DIRECTOR 1.00 X 0 0 0 GEORGE CONNORS DIRECTOR 1.00 X 0 0 0 MARC HENDRIKSON DIRECTOR 1.00 X 0 0 0 CHRIS PADGETT DIRECTOR 1.00 X 0 0 0 RALPH SCHANK DIRECTOR 1.00 X 0 0 0 BRIAN WALLACE DIRECTOR 1.00 X 0 0 0 MICHELLE RASKEVITZ DIRECTOR 1.00 X 0 0 0 KIMBERLY TUTTLE DIRECTOR (AS OF 12/2022) 1.00 X 0 0 0 RENEE FEW ASSISTANT VICE PRESIDENT 40.00 X 79835 0 26487 281654 0 64482 1 0 1 0 0 EDUCATION 611600 1027745 1027745 1027745 4554 4554 TOTAL OTHER INCOME 900099 375897 375897 375897 1408196 1403642 0 4554 281654 205560 76094 35522 25925 9597 39853 29086 10767 51344 37472 13872 120292 87793 32499 13708 13708 35300 35300 2840 2840 5771 5771 49856 49856 9806 9806 322844 322844 6375 6375 COURSE INSTRUCTOR FEES 181375 181375 COURSE EXPENSES 73121 73121 BANK AND CREDIT CARD FE 42927 42927 COURSE SUPPLIES 18666 18666 17288 11121 6167 1308542 992963 315579 0 219950 146439 656086 835446 50348 63904 18421 0 0 0 0 944805 1045789 908 2238 908 2238 X 943897 1043551 943897 1043551 944805 1045789 99654 0 X 0 0 0 X 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 BY BROCHURE SCHEDULE E, PART I, LINE 4 QUESTIONS 4B AND 4D DO NOT APPLY TO THIS ORGANIZATION. SCHOLARSHIPS ARE NOT AWARDED AND CONTRIBUTIONS ARE NOT SOLICITED. X X X 0 0 0 0 0 0 0 0 0 MARTA CARY PRESIDENT & CEO 201819 0 0 0 0 0 10759 0 27236 0 239814 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS DISTRIBUTED VIA EMAIL TO ALL BOARD MEMBERS PRIOR TO THE 990 BEING FILED FORM 990, PART VI, SECTION B, LINE 12C 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. FORM 990, PART VI, SECTION B, LINE 15 THE CFTACS PERSONNEL COMMITTEE (PRIMARILY 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 EQUIVALENT JOBS IN THE FINANCIAL SERVICES INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST