Skip to main content

Nonprofit · EIN 06-1367018

CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES

Tax-exempt · FARMINGTON, CT 06032

Financials

$1.4M$1.3M2022$1.4M$1.4M2023$751K$997K2024
Revenue Expenses · by fiscal year end
Financials of CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$750,896$996,984-$246,088$752,507$15,560$736,947
June 30, 2024990$1,370,185$1,430,700-$60,515$986,106$3,071$983,035
June 30, 2023990$1,408,196$1,308,542$99,654$1,045,789$2,238$1,043,551
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$678,785
Investment income
$33,675
Other revenue
$38,436

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$282,458
Other salaries and wages
$24,825
Salaries, compensation and benefits (total)
$518,284
Professional fundraising fees
$0
Legal fees
$28,875
Travel
$41,760
Program services (functional)
$683,230
Management and general (functional)
$313,754

Balance sheet and other

Total assets, start of year
$986,106
Total assets, end of year
$752,507
Total liabilities, end of year
$15,560
Net assets, end of year
$736,947
Net assets without donor restrictions
$736,947
Gross receipts
$750,896
Employees
4
Volunteers
10
Year formed
1993
State of legal domicile
CT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MARTA CAREYPRESIDENT & CEO
Trustee or director, Officer
40$201,311$35,127
RENEE FEWASSISTANT VICE PRESIDENT
Trustee or director
40$81,147$25,787
MICHELLE RASKEVITZCHAIRPERSON
Trustee or director, Officer
1$0$0
WILLIAM CALDERARADIRECTOR
Trustee or director
1$0$0
GEORGE CONNORSDIRECTOR
Trustee or director
1$0$0
MARC HENDRIKSONVICE CHAIRPERSON
Trustee or director, Officer
1$0$0
CHRIS PADGETTDIRECTOR
Trustee or director
1$0$0
RALPH SCHANKDIRECTOR
Trustee or director
1$0$0
KIMBERLY TUTTLEDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensationOther / benefits
MARTA CAREYPRESIDENT & CEO
Trustee or director, Officer
40$199,859$38,822
RENEE FEWASSISTANT VICE PRESIDENT
Officer
40$79,431$31,083
MICHELLE RASKEVITZCHAIRMAN
Trustee or director, Officer
1$0$0
WILLIAM CALDERARADIRECTOR
Trustee or director
1$0$0
GEORGE CONNORSDIRECTOR
Trustee or director
1$0$0
MARC HENDRIKSONDIRECTOR
Trustee or director
1$0$0
CHRIS PADGETTDIRECTOR
Trustee or director
1$0$0
RALPH SCHANKDIRECTOR
Trustee or director
1$0$0
BRIAN WALLACEDIRECTOR
Trustee or director
1$0$0
KIMBERLY TUTTLEDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
MARTA CARYPRESIDENT & CEO
Trustee or director, Officer
40$201,819$37,995
RENEE FEWASSISTANT VICE PRESIDENT
Officer
40$79,835$26,487
LINDSEY PINKHAMCHAIRMAN
Trustee or director, Officer
1$0$0
WILLIAM CALDERARADIRECTOR
Trustee or director
1$0$0
GEORGE CONNORSDIRECTOR
Trustee or director
1$0$0
MARC HENDRIKSONDIRECTOR
Trustee or director
1$0$0
CHRIS PADGETTDIRECTOR
Trustee or director
1$0$0
RALPH SCHANKDIRECTOR
Trustee or director
1$0$0
BRIAN WALLACEDIRECTOR
Trustee or director
1$0$0
MICHELLE RASKEVITZDIRECTOR
Trustee or director
1$0$0
KIMBERLY TUTTLEDIRECTOR (AS OF 12/2022)
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
10 WATERSIDE DR STE 300, FARMINGTON, CT 06032-3056
In care of
% MICHAEL MEAKEM
Principal officer (990 for 2024)
MARTA W CAREY, 10 WATERSIDE DR 300, FARMINGTON, CT 06032
Signed the 990
MARTA CAREY, PRESIDENT & CEO
Phone
(800) 795-5242
Return prepared by
MP PC

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • CONTINUING EDUCATIONAL PROGRAMS, FORUMS AND SEMINARS FOR THE FINANCIAL SERVICES COMMUNITY
    Expenses $683,230 · revenue $717,221

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
06-1367018
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1994
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B60Z)
Assets (IRS master file)
$752,507
Income (IRS master file)
$750,896

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$750,896$996,984$752,507IRS
990June 2024$1,370,185$1,430,700$986,106IRS
990June 2023$1,408,196$1,308,542$1,045,789XML
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-1367018).

Questions about CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES

What is the EIN of CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES?
The employer identification number (EIN) of CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES is 06-1367018.
Is CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES?
The 990 for the year ended June 30, 2025 names MARTA W CAREY.
Who are the officers and directors of CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES?
The 990 for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization, the highest $201,311 (MARTA CAREY, PRESIDENT & CEO).
How much revenue does CENTER FOR FINANCIAL TRAINING ATLANTIC & CENTRAL STATES have?
On its 990 for the year ended June 30, 2025 it reported revenue of $750,896, expenses of $996,984 and total assets of $752,507 at year end.

Other nonprofits in FARMINGTON

All nonprofits in FARMINGTON · Connecticut · Education