Civic Intelligence

Criterion Institute Inc.

990 • Fiscal year 2017 • EIN 27-3458737

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 29, 2018

Organization ProfileWWW.CRITERIONINSTITUTE.ORG
81 Church Hill RdHaddam, CT 06438

(860) 345-3520

Siviq Scores

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

Liabilities / Assets

96th percentile

1.33x

Higher debt load relative to assets than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

75th percentile

0.20x

Higher debt load relative to revenue than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

29th percentile

-4.1%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$123,983

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

96th percentile

144%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-1.8%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$101,729

Up $60,027 (+144%) from 2016

Net Assets

Up

-$33,447

Up $87,273 (+72%) from 2016

Liabilities

Down

$135,176

Down $27,246 (-17%) from 2016

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin29th percentile

Revenue

Down

$675,621

Down $12,270 (-1.8%) from 2016

Expenses

Down

$703,598

Down $79,221 (-10%) from 2016

Net Income

Up

-$27,977

Up $66,951 (+71%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$1.0M$500K$0-$500KAssets 2012: $63,395Liabilities 2012: $0Net Assets 2012: $63,3952012Assets 2013: $50,728Liabilities 2013: $0Net Assets 2013: $50,7282013Assets 2014: $66,992Liabilities 2014: $137,182Net Assets 2014: -$70,1902014Assets 2015: $116,728Liabilities 2015: $81,575Net Assets 2015: $35,1532015Assets 2016: $41,702Liabilities 2016: $162,422Net Assets 2016: -$120,7202016Assets 2017: $101,729Liabilities 2017: $135,176Net Assets 2017: -$33,4472017Assets 2018: $97,772Liabilities 2018: $82,078Net Assets 2018: $15,6942018Assets 2019: $163,721Liabilities 2019: $281,578Net Assets 2019: -$117,8572019Assets 2020: $116,597Liabilities 2020: $465,214Net Assets 2020: -$348,6172020Assets 2021: $272,073Liabilities 2021: $264,507Net Assets 2021: $7,5662021Assets 2022: $714,359Liabilities 2022: $289,665Net Assets 2022: $424,6942022

Highlighted filing

2017

Assets$101,729
Liabilities$135,176
Net Assets-$33,447
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $361,9512012Revenue 2013: $232,015Expenses 2013: $243,094Net Income 2013: -$11,0792013Revenue 2014: $381,413Expenses 2014: $397,232Net Income 2014: -$15,8192014Revenue 2015: $670,514Expenses 2015: $565,171Net Income 2015: $105,3432015Revenue 2016: $687,891Expenses 2016: $782,819Net Income 2016: -$94,9282016Revenue 2017: $675,621Expenses 2017: $703,598Net Income 2017: -$27,9772017Revenue 2018: $1,012,847Expenses 2018: $963,706Net Income 2018: $49,1412018Revenue 2019: $1,287,156Expenses 2019: $1,406,378Net Income 2019: -$119,2222019Revenue 2020: $1,209,225Expenses 2020: $1,409,318Net Income 2020: -$200,0932020Revenue 2021: $1,759,165Expenses 2021: $1,402,982Net Income 2021: $356,1832021Revenue 2022: $2,239,651Expenses 2022: $1,831,523Net Income 2022: $408,1282022

Highlighted filing

2017

Revenue$675,621
Expenses$703,598
Net Income-$27,977
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 29, 2018
Return Version
2017v2.3
Gross Receipts
$675,621
Mission and Program Overview

Mission

Broaden what matters in our economic decisions by expanding who has power and influence in the work of reinventing the economy through research, training, and institutional engagement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$10,700$102,543▲ $91,843
Land, Buildings, and Equipment, Net$0$0→ $0
Cash and Non-Interest-Bearing Accounts$31,002$-814▼ $31,816
Total Assets$41,702$101,729▲ $60,027
Liabilities
Accounts Payable and Accrued Expenses$132,422$135,176▲ $2,754
Deferred Revenue$30,000--
Total Liabilities$162,422$135,176▼ $27,246
Net Assets / Fund Balance
Temporarily Rstr Net Assets$81,074$115,250▲ $34,176
Unrestricted Net Assets$-201,794$-148,697▲ $53,097
Total Net Assets Fund Balance$-120,720$-33,447▲ $87,273
Total Liabilities and Net Assets / Fund Balance$41,702$101,729▲ $60,027

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$3,165$3,165
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joy AndersonPresidentFT$123,983$123,983

Board Members and Trustees

NameTitle
Cheryl DahleBoard Chair
Andy MccarrollDirector
Nina WeissbergDirector
Liz SchafferSecretary
Michele KahaneTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$267,261
Program Service Revenue
$408,151
Investment Income
$0
Other Revenue
$209
All Other Contributions
$267,261
Change in Net Assets
$-27,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$380,356
Salaries, Compensation, and Employee Benefits$288,242
Total Fundraising Expense$38,177
Grants and Similar Amounts Paid$35,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$103,463$2,771$24,149$130,383
Current Officers, Directors, Trustees, and Key Employees$111,585$6,199$6,199$123,983
Other Salaries and Wages$103,024$5,724$5,724$114,472
Travel$45,340$4,804$-939$49,205
Grants to Domestic Orgs$35,000--$35,000
Fees for Services Accounting$17,293$11,261$961$29,515
Other Employee Benefits-$29,144-$29,144
Payroll Taxes$18,579$1,032$1,032$20,643
Advertising$13,011$1,625$805$15,441
All Other Expenses$2,700$5,450$10$8,160
Information Technology$-21$6,270-$6,249
Occupancy-$6,000-$6,000
Other Expenses$4,249$236$236$4,721
Insurance$69$4,092-$4,161
Depreciation Depletion-$3,165-$3,165
Office Expenses$683$2,221-$2,904
Fees for Services Legal-$275-$275
Total Functional Expenses$476,929$188,492$38,177$703,598
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Global Fund for WomenSan Francisco, CA501(c)(3)To Promote the Organizations Cause$25,000
Ms FoundationBrooklyn, NY501(c)(3)To Promote the Organizations Cause$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$209
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Joy AndersonDirectorLicensing AgreementNo$60,000
Joy AndersonDirectorRentNo$6,000
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return was reviewed by a member of the board before approval for filing was given.”

Form 990, Part VI, Section B, Line 15

“All compensation is reviewed and approved by the board of directors.”

Form 990, Part VI, Section C, Line 19

“No other documents are available to the public.”

Filing and Contact Details

Filer

Filer Name
Criterion Institute
EIN
27-3458737
Phone
8603453520
Address
81 CHURCH HILL RD, HADDAM, CT 06438

Signing Officer

Name
Joy Anderson
Title
Director
Phone
8603453520
Signed
2018-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joy Anderson
Formed
2010
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
5
Employees
6
Volunteers
12

Preparer

Firm
Nathan Accounting Group LLC
Address
200 FISHER DRIVE, AVON, CT 06001
Preparer
Daniel R Kaufman CPA
Phone
8606775001
Supplemental Narrative

Additional Explanations

Form 990-line 9

“Grant monies were received in 2017 to be used in 2018”

FORM 990, PART XI, LINE 9:

“Grant monies received in 2017 restricted to 2018 use 115,250.”

Raw XML AppendixShowing 400 of 450 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0132422
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0135176
IRS990/AccountsReceivableGrp/BOYAmt010700
IRS990/AccountsReceivableGrp/EOYAmt0102543
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0BROADEN WHAT MATTERS IN OUR ECONOMIC DECISIONS BY EXPANDING WHO HAS POWER AND INFLUENCE IN THE WORK OF REINVENTING THE ECONOMY THROUGH RESEARCH, TRAINING, AND INSTITUTIONAL ENGAGEMENT.
IRS990/AdvertisingGrp/FundraisingAmt0805
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01625
IRS990/AdvertisingGrp/ProgramServicesAmt013011
IRS990/AdvertisingGrp/TotalAmt015441
IRS990/AllOtherContributionsAmt0267261
IRS990/AllOtherExpensesGrp/FundraisingAmt010
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05450
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02700
IRS990/AllOtherExpensesGrp/TotalAmt08160
IRS990/BooksInCareOfDetail/PersonNm0JOY ANDERSON
IRS990/BooksInCareOfDetail/PhoneNum08603453520
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt081 CHURCH HILL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HADDAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006438
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt031002
IRS990/CashNonInterestBearingGrp/EOYAmt0-814
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt06199
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt06199
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0111585
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0123983
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0267261
IRS990/CYGrantsAndSimilarPaidAmt035000
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0380356
IRS990/CYOtherRevenueAmt0209
IRS990/CYProgramServiceRevenueAmt0408151
IRS990/CYRevenuesLessExpensesAmt0-27977
IRS990/CYSalariesCompEmpBnftPaidAmt0288242
IRS990/CYTotalExpensesAmt0703598
IRS990/CYTotalFundraisingExpenseAmt038177
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0675621
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt030000
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03165
IRS990/DepreciationDepletionGrp/TotalAmt03165
IRS990/Desc0CRITERION SEEKS PARTNERSHIPS WITH INSTITUTIONS WHERE THERE IS ALIGNMENT OF GOALS, WHERE LEARNING IS MUTUAL, AND WHERE EACH ORGANIZATION ADVANCES ITS MISSION. THIS WAY OF RELATING DISRUPTS TRADITIONAL POWER DYNAMICS AND PATTERNS OF CONTROL. EVEN IN ENGAGEMENT WITH ORGANIZATIONS MUCH LARGER THAN CRITERION, WE OWN AND EXERCISE OUR OWN POWER. IN TURN WE SEEK TO EMBOLDEN LARGE INSTITUTIONS TO USE THEIR POWER TO ENGAGE SYSTEMS OF FINANCE IN ORDER TO CREATE SOCIAL CHANGE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0256017
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0961
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011261
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt017293
IRS990/FeesForServicesAccountingGrp/TotalAmt029515
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0275
IRS990/FeesForServicesLegalGrp/TotalAmt0275
IRS990/FeesForServicesManagementGrp/FundraisingAmt024149
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt02771
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0103463
IRS990/FeesForServicesManagementGrp/TotalAmt0130383
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt060.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0JOY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1CHERYL DAHLE
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHELE KAHANE
IRS990/Form990PartVIISectionAGrp/PersonNm3ANDY MCCARROLL
IRS990/Form990PartVIISectionAGrp/PersonNm4LIZ SCHAFFER
IRS990/Form990PartVIISectionAGrp/PersonNm5NINA WEISSBERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0123983
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt0209
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt030000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt035000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt035000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0675621
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06270
IRS990/InformationTechnologyGrp/ProgramServicesAmt0-21
IRS990/InformationTechnologyGrp/TotalAmt06249
IRS990/InsuranceGrp/ManagementAndGeneralAmt04092
IRS990/InsuranceGrp/ProgramServicesAmt069
IRS990/InsuranceGrp/TotalAmt04161
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03165
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt03165
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BROADEN WHAT MATTERS IN OUR ECONOMIC DECISIONS BY EXPANDING WHO HAS POWER AND INFLUENCE IN THE WORK OF REINVENTING THE ECONOMY THROUGH RESEARCH, TRAINING, AND INSTITUTIONAL ENGAGEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-120720
IRS990/NetAssetsOrFundBalancesEOYAmt0-33447
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0209
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0209
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06000
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02221
IRS990/OfficeExpensesGrp/ProgramServicesAmt0683
IRS990/OfficeExpensesGrp/TotalAmt02904
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0115250
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029144
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029144
IRS990/OtherExpensesGrp/Desc0LICENSING FEES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2WOMENS EFFECT
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt0236
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt098000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1223
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2236
IRS990/OtherExpensesGrp/ProgramServicesAmt016954
IRS990/OtherExpensesGrp/ProgramServicesAmt15000
IRS990/OtherExpensesGrp/ProgramServicesAmt24249
IRS990/OtherExpensesGrp/TotalAmt098000
IRS990/OtherExpensesGrp/TotalAmt117177
IRS990/OtherExpensesGrp/TotalAmt25000
IRS990/OtherExpensesGrp/TotalAmt34721
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05724
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05724
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0103024
IRS990/OtherSalariesAndWagesGrp/TotalAmt0114472
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01032
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01032
IRS990/PayrollTaxesGrp/ProgramServicesAmt018579
IRS990/PayrollTaxesGrp/TotalAmt020643
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOY ANDERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0INSTITUTIONAL ENGAGEME
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0286144
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1122007
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0286144
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1122007
IRS990/ProgSrvcAccomActy2Grp/Desc0OUR TRAINING EVENTS ARE INVITING, PARTICIPATORY, PRACTICAL AND ENGAGING. WE TEND TO TEACH NOT FROM A CASE STUDY WHICH SHOWS WHAT HAS BEEN DONE, BUT BY EXPLICATING THE COMPONENTS OF THE SYSTEMS SO THAT PARTICIPANTS CAN BUILD SOMETHING NEW. LEARNING PROCESSES ARE INTENTIONALLY DESIGNED TO ASSIST THOSE WITH LIMITED BACKGROUND IN THE SUBJECT TO FEEL COMFORTABLE, PARTICIPATE FULLY, AND TO CONTRIBUTE THEIR WISDOM AND PERSPECTIVES. INCREASINGLY, THE TOOLS OF OUR TRAINING PROGRAMS ARE BEING ADAPTED TO BE MORE ACCESSIBLE TO THOSE WHO ARE MOST MARGINALIZED FROM ESTABLISHED FINANCIAL CIRCLES. THAT COULD INCLUDE ADAPTATIONS IN LANGUAGE, READING LEVEL, OR CULTURAL STYLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0134996
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0122007
IRS990/ProgSrvcAccomActy3Grp/Desc0CRITERION RESEARCH THRIVES IN A CULTURE OF CURIOSITY AND INNOVATION. OUR APPROACH TO RESEARCH EXPANDS POSSIBILITIES BEYOND WHAT THE ESTABLISHED AUTHORITIES HAVE DETERMINED. IT BEGINS WITH LISTENING TO WHAT IS GOING ON OUT IN THE WORLD, CONNECTING DIVERSE PEOPLE AND IDEAS, AND ENGAGING IN CONVERSATIONS ON THE EDGE TO DISCOVER SOMETHING NEW. IT CROSSES TRADITIONAL DISCIPLINES. IT PRIVILEGES THE VOICES OF OUTSIDERS, BELIEVING THEY ARE THE SOURCE OF NEW PERSPECTIVES AND INSIGHTS. IT WELCOMES PEOPLE INTO A PLACE OF COMFORT AND GIVES THEM PERMISSION TO CONTRIBUTE, EVEN OUTSIDE OF THEIR AREA OF EXPERTISE. DISTINCTIVE METHODS OF CURATION ALLOW FOR DIVERSE IDEAS TO BE CAPTURED AND CONNECTED IN CREATIVE WAYS. THIS APPROACH UPENDS TRADITIONAL SOURCES OF AUTHORITY AND PROMOTES INNOVATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt085916
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0263344
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0505076
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0424547
IRS990/PYRevenuesLessExpensesAmt0-94928
IRS990/PYSalariesCompEmpBnftPaidAmt0277743
IRS990/PYTotalExpensesAmt0782819
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0687891
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-27977
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0286144
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0267261
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0526628
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0504725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0283753
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0119288
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01701655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0408360
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080560
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0165789
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt027280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048839
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0730828
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt070380
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt063888
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0134268
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94770
IRS990ScheduleA/PublicSupportPY509Pct00.94040
IRS990ScheduleA/PublicSupportTotal509Amt02432483
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0675621
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0607188
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0670514
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0311033
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0168127
IRS990ScheduleA/Total509Grp/TotalAmt02432483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0675621
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0607188
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0670514
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0381413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0232015
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02566751
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03165
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03165
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROMOTE THE ORGANIZATIONS CAUSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROMOTE THE ORGANIZATIONS CAUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GLOBAL FUND FOR WOMEN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0770155782
IRS990ScheduleI/RecipientTable/RecipientEIN1237252609
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0800 MARKET STREET 7TH FLR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt112 METRO TECH CENTER 26FL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BROOKLYN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094108
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd111201
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JOY ANDERSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1JOY ANDERSON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt06000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt160000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1LICENSING AGREEMENT
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0JOY ANDERSON, PRESIDENT AND BOARD MEMBER IS THE SOLE MEMBER OF CRITERION VENTURES, LLC WHICH LICENSES INTELLECTUAL PROPERTY FOR THE EXCLUSIVE USE OF CRITERION INSTITUTE, INC.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN WAS REVIEWED BY A MEMBER OF THE BOARD BEFORE APPROVAL FOR FILING WAS GIVEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GRANT MONIES WERE RECEIVED IN 2017 TO BE USED IN 2018
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GRANT MONIES RECEIVED IN 2017 RESTRICTED TO 2018 USE 115,250.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt081074
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0115250
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt041702
IRS990/TotalAssetsEOYAmt0101729
IRS990/TotalAssetsGrp/BOYAmt041702
IRS990/TotalAssetsGrp/EOYAmt0101729
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0267261
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt038177
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0188492
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0476929
IRS990/TotalFunctionalExpensesGrp/TotalAmt0703598
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0162422
IRS990/TotalLiabilitiesEOYAmt0135176
IRS990/TotalLiabilitiesGrp/BOYAmt0162422
IRS990/TotalLiabilitiesGrp/EOYAmt0135176
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-120720
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-33447
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0476929
IRS990/TotalProgramServiceRevenueAmt0408151
IRS990/TotalReportableCompFromOrgAmt0123983
IRS990/TotalRevenueGrp/ExclusionAmt0209
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0408151
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0675621
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt041702
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0101729
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0-939
IRS990/TravelGrp/ManagementAndGeneralAmt04804

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,729
Liabilities
$135,176
Net assets
-$33,447
Revenue
$675,621
Expenses
$703,598
Net income
-$27,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.29$0.42$2.24$1.83$0.41
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.26$0.01$1.76$1.40$0.36
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.47$0.35$1.21$1.41$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.28$0.12$1.29$1.41$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.08$0.02$1.01$0.96$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.10$0.14$0.03$0.68$0.70$0.03
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.16$0.12$0.69$0.78$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.08$0.04$0.67$0.57$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.14$0.07$0.38$0.40$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.23$0.24$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.36