Civic Intelligence

Capital Institute

990 • Fiscal year 2016 • EIN 27-0726059

Oct 01, 2015 to Sep 30, 2016 • Filed on Jun 27, 2017

Organization ProfileWWW.CAPITALINSTITUTE.ORG
73 Arch StreetGreenwich, CT 06830

(203) 769-1191

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.53x

Higher debt load relative to assets than 85% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.38x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$44,777

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

91st percentile

63%

Faster asset growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-2.2%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$608,624

Up $234,545 (+63%) from 2015

Net Assets

Up

$287,326

Up $228,869 (+392%) from 2015

Liabilities

Up

$321,298

Up $5,676 (+1.8%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin83rd percentile

Revenue

Down

$837,721

Down $18,570 (-2.2%) from 2015

Expenses

Down

$608,852

Down $52,497 (-7.9%) from 2015

Net Income

Up

$228,869

Up $33,927 (+17%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2011: $67,785Liabilities 2011: $133,708Net Assets 2011: -$65,9232011Assets 2012: $20,910Liabilities 2012: $195,039Net Assets 2012: -$174,1292012Assets 2013: $86,233Liabilities 2013: $225,205Net Assets 2013: -$138,9722013Assets 2014: $149,531Liabilities 2014: $233,109Net Assets 2014: -$83,5782014Assets 2015: $374,079Liabilities 2015: $315,622Net Assets 2015: $58,4572015Assets 2016: $608,624Liabilities 2016: $321,298Net Assets 2016: $287,3262016Assets 2017: $772,809Liabilities 2017: $326,400Net Assets 2017: $446,4092017Assets 2018: $462,857Liabilities 2018: $342,747Net Assets 2018: $120,1102018Assets 2019: $246,137Liabilities 2019: $340,449Net Assets 2019: -$94,3122019Assets 2020: $53,260Liabilities 2020: $359,004Net Assets 2020: -$305,7442020Assets 2021: $25,348Liabilities 2021: $427,622Net Assets 2021: -$402,2742021Assets 2022: $48,969Liabilities 2022: $494,651Net Assets 2022: -$445,6822022Assets 2023: $53,087Liabilities 2023: $471,134Net Assets 2023: -$418,0472023Assets 2024: $160,897Liabilities 2024: $440,120Net Assets 2024: -$279,2232024

Highlighted filing

2016

Assets$608,624
Liabilities$321,298
Net Assets$287,326
Open 2016 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $246,9962011Revenue 2012: $76,178Expenses 2012: $180,630Net Income 2012: -$104,4522012Expenses 2013: $294,4232013Revenue 2014: $431,197Expenses 2014: $375,803Net Income 2014: $55,3942014Revenue 2015: $856,291Expenses 2015: $661,349Net Income 2015: $194,9422015Revenue 2016: $837,721Expenses 2016: $608,852Net Income 2016: $228,8692016Revenue 2017: $801,741Expenses 2017: $642,658Net Income 2017: $159,0832017Revenue 2018: $599,641Expenses 2018: $728,469Net Income 2018: -$128,8282018Revenue 2019: $283,648Expenses 2019: $498,070Net Income 2019: -$214,4222019Revenue 2020: $298,686Expenses 2020: $510,118Net Income 2020: -$211,4322020Revenue 2021: $234,432Expenses 2021: $330,962Net Income 2021: -$96,5302021Revenue 2022: $727,311Expenses 2022: $770,719Net Income 2022: -$43,4082022Revenue 2023: $764,476Expenses 2023: $736,841Net Income 2023: $27,6352023Revenue 2024: $388,323Expenses 2024: $249,499Net Income 2024: $138,8242024

Highlighted filing

2016

Revenue$837,721
Expenses$608,852
Net Income$228,869
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jun 27, 2017
Return Version
2015v3.0
Gross Receipts
$837,721
Mission and Program Overview

Mission

The mission of the organization is to explore and effect economic transition to a more just, resilient , and sustainable way of living on this earth through the transformation of finance.

The mission of the organization is to explore and effect economic transition to a more just, resilient, and sustainable way of living on this earth through the transformation of finance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$348,432$358,142▲ $9,710
Loans From Officers Directors$160,000$312,061▲ $152,061
Accounts Receivable$25,000$250,000▲ $225,000
Land, Buildings, and Equipment, Net$647$482▼ $165
Total Assets$374,079$608,624▲ $234,545
Liabilities
Other Liabilities$96,756--
Accounts Payable and Accrued Expenses$58,866$9,237▼ $49,629
Total Liabilities$315,622$321,298▲ $5,676
Net Assets / Fund Balance
Temporarily Rstr Net Assets$481,230$596,291▲ $115,061
Unrestricted Net Assets$-422,773$-308,965▲ $113,808
Total Net Assets Fund Balance$58,457$287,326▲ $228,869
Total Liabilities and Net Assets / Fund Balance$374,079$608,624▲ $234,545

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$482$674$1,156
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John FullertonPresident & CEOPT$8,699$36,078$44,777

Board Members and Trustees

NameTitle
Lawrence LuntDirector
Richard ZimmermanDirector
Robert JohnsonDirector
Diane Propper De CallejoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$837,688
Program Service Revenue
$0
Investment Income
$33
Other Revenue
$0
All Other Contributions
$837,688
Change in Net Assets
$228,869

Audited Revenue Reconciliation

Revenue per Audited Statements
$837,721
Total Revenue per Audited Statements
$837,721
Total Revenue per Form 990
$837,721
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$308,238
Salaries, Compensation, and Employee Benefits$300,614
Total Fundraising Expense$8,404
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$191,791$21,310-$213,101
Fees for Services Other$77,235$2,779-$80,014
Other Employee Benefits$48,132$5,348-$53,480
Travel$38,475$2,100$8,404$48,979
Occupancy$31,041$3,000-$34,041
Information Technology$29,639$694-$30,333
Fees for Services Legal-$28,124-$28,124
Payroll Taxes$17,151$1,906-$19,057
Fees for Services Accounting-$16,475-$16,475
Current Officers, Directors, Trustees, and Key Employees$13,478$1,498-$14,976
Advertising$6,367$707-$7,074
Office Expenses$6,335$701-$7,036
Interest-$6,040-$6,040
Other Expenses$3,914$544-$3,914
All Other Expenses$697$1,228-$1,925
Depreciation Depletion-$165-$165
Total Functional Expenses$505,011$95,437$8,404$608,852

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$608,852
Total Expenses per Audited Statements$608,852
Total Expenses per Form 990$608,852
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$160,000$312,061▲ $152,061
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Level 3 Capital Advisors LLC-
The Fullerton Family Foundation-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The process used to review form 990 consists of the president reviewing a near-final draft of the document and then forwarding it to the entire board for review. Any changes to the document are conveyed to the president of the organization, who provides final review and approval. The signed document is then sent to the accounting firm for completion and processing.”

Conflict of interest policy compliance Part VI line 12C

“Each director, prinicpal officer, and member of a committee with governing board delegated powers annual shall sign a statement which affirms such person: a) has received a copy of the conflict of interest policy; b) has read and understands the policy; c) has agreed to comply with the policy; d) understands capital institute is a nonprofit organization and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

CEO executive director top management comp Part VI line 15A

“The organization determined that it would be appropriate to compensate the president/ceo. A minimal salary was agreed upon.”

Governing documents etc available to public Part VI line 19

“Documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Capital Institute
EIN
27-0726059
Address
73 ARCH STREET, GREENWICH, CT 06830

Signing Officer

Name
John Fullerton
Title
President & CEO
Phone
2037691191
Signed
2017-06-27
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
4
Employees
5

Preparer

Firm
Skinnon and Faber Cpas Pc
Address
3690 EXPRESSWAY DRIVE SOUTH, Islandia, NY 11749
Preparer
Frank J Faber
Phone
6318511201
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Other professional fees:consulting - $66,632it consulting - $11,647payroll processing - $1,735”

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

“No provisions have been made for income taxes in these financial statements. The organization is exempt from federal and state income taxes under internal revenue code section 501(c)(3). Although the organization is subject to routine audits by taxing jurisdictions there are currently no audits for any tax periods in progress. Income tax returns, once filed, are generally subject to examination for a three year period. Tax years that are currently open for potential examination are for the years ended september 30, 2012, 2013 and 2014. The accompanying financial statements have been prepared in accordance with financial accounting standards board asc 740-10 (formerly known as fasb interpretation no.48) which prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. Management has determined that there is no impact on the accompanying financial statements as a result of implementation of asc 740-10.”

Raw XML Appendix394 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0431197
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0326000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt075000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02512948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt033
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt054
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45800
IRS990ScheduleA/PublicSupportPY170Pct00.64000
IRS990ScheduleA/PublicSupportTotal170Amt01151006
IRS990ScheduleA/SubstantialContributorsTotAmt01361942
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0849253
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0831498
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0431197
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0326000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt075000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02512948
IRS990ScheduleA/TotalSupportAmt02513002
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0608852
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0482
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0674
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01156
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEVEL 3 CAPITAL ADVISORS LLC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1THE FULLERTON FAMILY FOUNDATION
IRS990ScheduleD/RevenueSubtotalAmt0837721
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO PROVISIONS HAVE BEEN MADE FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). ALTHOUGH THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. INCOME TAX RETURNS, ONCE FILED, ARE GENERALLY SUBJECT TO EXAMINATION FOR A THREE YEAR PERIOD. TAX YEARS THAT ARE CURRENTLY OPEN FOR POTENTIAL EXAMINATION ARE FOR THE YEARS ENDED SEPTEMBER 30, 2012, 2013 AND 2014. THE ACCOMPANYING FINANCIAL STATEMENTS HAVE BEEN PREPARED IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ASC 740-10 (FORMERLY KNOWN AS FASB INTERPRETATION NO.48) WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. MANAGEMENT HAS DETERMINED THAT THERE IS NO IMPACT ON THE ACCOMPANYING FINANCIAL STATEMENTS AS A RESULT OF IMPLEMENTATION OF ASC 740-10.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0482
IRS990ScheduleD/TotalExpensesPerForm990Amt0608852
IRS990ScheduleD/TotalRevenuePerForm990Amt0837721
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0837721
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0608852
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0229699
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt182362
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0224962
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt180666
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0LEVEL 3 CAPITAL ADVISORS LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1THE FULLERTON FAMILY FOUNDATION
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0FAMILY OWNERSHIP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1FAMILY OWNERSHIP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/TotalBalanceDueAmt0312061
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PROCESS USED TO REVIEW FORM 990 CONSISTS OF THE PRESIDENT REVIEWING A NEAR-FINAL DRAFT OF THE DOCUMENT AND THEN FORWARDING IT TO THE ENTIRE BOARD FOR REVIEW. ANY CHANGES TO THE DOCUMENT ARE CONVEYED TO THE PRESIDENT OF THE ORGANIZATION, WHO PROVIDES FINAL REVIEW AND APPROVAL. THE SIGNED DOCUMENT IS THEN SENT TO THE ACCOUNTING FIRM FOR COMPLETION AND PROCESSING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR, PRINICPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUAL SHALL SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; B) HAS READ AND UNDERSTANDS THE POLICY; C) HAS AGREED TO COMPLY WITH THE POLICY; D) UNDERSTANDS CAPITAL INSTITUTE IS A NONPROFIT ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DETERMINED THAT IT WOULD BE APPROPRIATE TO COMPENSATE THE PRESIDENT/CEO. A MINIMAL SALARY WAS AGREED UPON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER PROFESSIONAL FEES:CONSULTING - $66,632IT CONSULTING - $11,647PAYROLL PROCESSING - $1,735
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4List of other fees for services expenses Part IX line 11g
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0481230
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0596291
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0374079
IRS990/TotalAssetsEOYAmt0608624
IRS990/TotalAssetsGrp/BOYAmt0374079
IRS990/TotalAssetsGrp/EOYAmt0608624
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0837688
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08404
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt095437
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0505011
IRS990/TotalFunctionalExpensesGrp/TotalAmt0608852
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0315622
IRS990/TotalLiabilitiesEOYAmt0321298
IRS990/TotalLiabilitiesGrp/BOYAmt0315622
IRS990/TotalLiabilitiesGrp/EOYAmt0321298
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt058457
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0287326
IRS990/TotalOtherCompensationAmt036078
IRS990/TotalProgramServiceExpensesAmt0505011
IRS990/TotalReportableCompFromOrgAmt08699
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt033
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0837721
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0374079
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0608624
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt08404
IRS990/TravelGrp/ManagementAndGeneralAmt02100
IRS990/TravelGrp/ProgramServicesAmt038475
IRS990/TravelGrp/TotalAmt048979
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-422773
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-308965
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.CAPITALINSTITUTE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN FULLERTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum02037691191
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAPITAL INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0CAPI
ReturnHeader/Filer/EIN0270726059
ReturnHeader/Filer/USAddress/AddressLine1Txt073 ARCH STREET
ReturnHeader/Filer/USAddress/CityNm0GREENWICH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006830
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113196893
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKINNON AND FABER CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03690 EXPRESSWAY DRIVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Islandia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011749
ReturnHeader/PreparerPersonGrp/PhoneNum06318511201
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK J FABER
ReturnHeader/ReturnTs02017-06-30T14:44:37-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$608,624
Liabilities
$321,298
Net assets
$287,326
Revenue
$837,721
Expenses
$608,852
Net income
$228,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$4.40$2.79$3.88$2.49$1.39
2023Detailed filing. Detailed filing data is available for this year.$0.53$4.71$4.18$7.64$7.37$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.49$4.95$4.46$7.27$7.71$0.43
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$4.28$4.02$2.34$3.31$0.97
2020Detailed filing. Detailed filing data is available for this year.$0.53$3.59$3.06$2.99$5.10$2.11
2019Detailed filing. Detailed filing data is available for this year.$2.46$3.40$0.94$2.84$4.98$2.14
2018Detailed filing. Detailed filing data is available for this year.$4.63$3.43$1.20$6.00$7.28$1.29
2017Detailed filing. Detailed filing data is available for this year.$7.73$3.26$4.46$8.02$6.43$1.59
2016Detailed filing. Detailed filing data is available for this year.$6.09$3.21$2.87$8.38$6.09$2.29
2015Detailed filing. Detailed filing data is available for this year.$3.74$3.16$0.58$8.56$6.61$1.95
2014Detailed filing. Detailed filing data is available for this year.$1.50$2.33$0.84$4.31$3.76$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$2.25$1.39$2.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$1.95$1.74$0.76$1.81$1.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$1.34$0.66$2.47