2025-11-11T09:26:59-06:00 2025-03-31 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-04-01 060762300 Connecticut Society of Certified Public Accountants Inc CONN 8602584800 716 Brook Street 100 Rocky Hill CT 060673433 Bonnie Stewart Executive Director 8602584800 2025-11-07 1 1 Yong Zhang CPA P01249785 7038930300 2025-11-03 2024 2025-03-06 01:10:19Z Bonnie Stewart 716 Brook Street 100 Rocky Hill CT 060673433 2433376 0 X www.ctcpas.org X 1908 CT The mission of the CTCPA is to be the professional association in CT that promotes and supports state CPAs through advocacy, community and education. 6 6 11 1090 51459 0 3200 0 2372899 2312201 34073 102517 34081 18658 2444253 2433376 0 0 0 0 1036941 1022553 0 0 0 1390912 1399305 2427853 2421858 16400 11518 2725344 2648441 498102 395888 2227242 2252553 To promote, advance and help preserve professional standards of conduct within the field of public accounting in the state of Connecticut. 0 0 Advocacy - to protect the certified public accounting profession from adverse legislation and regulation and to uphold the public interest in transparent financial reporting. The CTCPA interacts with such groups as the Connecticut General Assembly, Connecticut Department of Revenue Services, Connecticut Department of Banking, Internal Revenue Service, Department of Labor, State Board of Accountancy, Department of Consumer Protection, Financial Accounting Standards Board and Governmental Accounting Standards Board. Serving 4,938 members. Member Services and Communications - to provide a home for CPAs in public accounting, private industry, education, and government to meet, discuss, and address enhancing professional quality in a changing environment. The CTCPA provides opportunities for social interaction between CPAs, with associated professions, and with relevant regulatory agencies. Serving 4,938 members. Professional Development - licensed CPAs are required by law to obtain 40 hours of continuing professional education (CPE) each year. As professional standards, tax laws, and business practices change, the CPA must continually work to stay current. The CTCPA provides in-person and on-line continuing professional education and administers the Connecticut Peer Review Program. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 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 1 18 0 1 11 1 1 1 0 0 0 1 1 0 0 0 X 6 6 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 X Bonnie Stewart 8602584800 716 Brook Street 100 Rocky Hill CT 060673433 Kevin Lawlor Chair 1.00 X X 0 0 0 Mary Manfredi Chair-elect 1.00 X X 0 0 0 Muhammad Malloy Treasurer 1.00 X X 0 0 0 Amber Moore Secretary 1.00 X X 0 0 0 Eliot Bassin Advisory Council Chair 1.00 X 0 0 0 Karen Zeilnhofer Member-at-Large 1.00 X 0 0 0 Rachel Tressy Member-at-Large 1.00 X 0 0 0 Kariann McDougall Member-at-Large 1.00 X 0 0 0 Christopher King Member-at-Large 1.00 X 0 0 0 Bonnie Stewart CEO/Executive Director 37.50 X 240295 0 29504 Lisa Bugryn CPE Director 37.50 X 102786 0 5986 343081 0 35490 2 0 1 0 0 Conferences & CPE 611600 1140255 1078005 62250 Membership Dues 541900 1120487 1120487 Advertising 541800 51459 51459 2312201 102517 102517 8095 8095 Other Income 900099 10563 10563 10563 2433376 2198492 51459 183425 298401 600503 29611 32742 61296 280 24946 54739 237920 3659 71567 168667 242074 64546 285574 23718 Professional developmen 169529 Magazine Expenses 30764 Member Services 11023 Dues and memberships 5964 4335 2421858 744480 84139 27402 32318 33797 41522 508883 492879 39720 16004 1742683 2425660 137262 48798 2725344 2648441 144861 150429 226629 235788 126612 9671 498102 395888 X 2227242 2252553 2227242 2252553 2725344 2648441 11518 13793 0 X 1 X 0 1 0 0 0 1 1120487 72894 -36234 36660 33615 3045 124184 124184 0 172424 172424 0 212275 196271 16004 16004 Lease liability - operating lease 9671 9671 X Part X, Line 2: The CTCPA is recognized as a tax-exempt organization under IRC Section 501(c)(6), and is exempt from income taxes except for taxes on unrelated business activities. No tax expense is recorded in the accompanying consolidated financial statements, as there was no significant net unrelated business taxable income. Management has evaluated the CTCPA's and the Foundation's tax positions and concluded that the consolidated financial statements do not include any uncertain tax positions. X X X 0 0 0 Bonnie Stewart CEO/Executive Director 220295 0 20000 0 0 0 15779 0 13725 0 269799 0 0 0 Form 990, Part VI, Section A, line 7a The CTCPA is a nonstock organization that has members who, in certain circumstances, have the right to nominate and vote on (at CTCPA's annual meeting) candidates to sit on the governing board. Form 990, Part VI, Section A, line 7b Changes to CTCPA'S bylaws require approval of the membership. Form 990, Part VI, Section A, line 8b During the tax year, there were no committees with broad authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The form 990 review is a regular agenda item at a Board of Directors meeting and is reviewed by the audit committee prior to going to the Board of Directors. The Board of Directors reviews the Form 990 prior to filing. Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy is reviewed annually and signed by the board members, ethic committee members, and peer review committee members. The CTCPA bylaws specify the Roberts Rules of Order use. The CTCPA requires anyone who needs to recuse themselves due to a conflict physically leave the room or virtual platform during the discussions and not return until after the matter has been decided. The CTCPA's bylaws specify that any member of these bodies who knowingly fails to disclose a possible or actual conflict of interest must be brought before the Board of Directors. If, after hearing from the member and any further investigative work needed, the Board determines the member, in fact, knowingly failed to disclose the conflict of interest, the Board will take appropriate disciplinary and corrective measures. Form 990, Part VI, Section B, line 15a The Board of Directors approves the written full-time employment agreement of the Executive Director. The contract is for three years and the last pay review was in April 2023. A review is performed annually and officer compensation is determined. The wage adjustment for the CEO is based on merit and is determined by the officers of the Board of Directors. Form 990, Part VI, Section C, line 19 The CTCPA's governing documents, financial statements, and Conflict of Interest Policy are available upon request. Benefits Bridge LLC 716 Brook Street STE 100 Rocky Hill CT 060673433 332092570 health insurance/prescription plan CT 0 18636 CTCPA