Civic Intelligence

Caia Foundation Inc

EIN 80-0615123 • 501(c)3 • Amherst, MA

Profile

Foster alternative investment education within the finance industry, develop and aggregate quality research and commentary, finance and develop curriculum standards for alternative investment education, and foster a scholarship program to increase the knowledge base and the flow of well prepared talent to lead the alternative investment industry.

11 Amity StreetAmherst, MA 01002

foundation.caia.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-704%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

9th percentile

-97%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

43%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$10,249

Down $316,138 (-97%) from 2023

Liabilities

Down

$0

Down $241,121 (-100%) from 2023

Net Assets

Down

$10,249

Down $75,017 (-88%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin3rd percentile

Revenue

Up

$10,652

Up $3,186 (+43%) from 2023

Expenses

Up

$85,669

Up $29,174 (+52%) from 2023

Net Income

Down

-$75,017

Down $25,988 (-53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $235,493Liabilities 2011: $43,584Net Assets 2011: $191,9092011Assets 2012: $235,492Liabilities 2012: $89,265Net Assets 2012: $146,2272012Assets 2013: $166,492Liabilities 2013: $71,175Net Assets 2013: $95,3172013Assets 2014: $129,157Liabilities 2014: $73,884Net Assets 2014: $55,2732014Assets 2015: $160,050Liabilities 2015: $90,245Net Assets 2015: $69,8052015Assets 2016: $399,960Liabilities 2016: $98,946Net Assets 2016: $301,0142016Assets 2017: $357,680Liabilities 2017: $92,630Net Assets 2017: $265,0502017Assets 2018: $340,941Liabilities 2018: $108,059Net Assets 2018: $232,8822018Assets 2019: $317,476Liabilities 2019: $114,089Net Assets 2019: $203,3872019Assets 2020: $318,526Liabilities 2020: $167,655Net Assets 2020: $150,8712020Assets 2021: $318,739Liabilities 2021: $174,364Net Assets 2021: $144,3752021Assets 2022: $319,006Liabilities 2022: $184,711Net Assets 2022: $134,2952022Assets 2023: $326,387Liabilities 2023: $241,121Net Assets 2023: $85,2662023Assets 2024: $10,249Liabilities 2024: $0Net Assets 2024: $10,2492024

Highlighted filing

2024

Assets$10,249
Liabilities$0
Net Assets$10,249
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $58,0912011Expenses 2012: $45,6822012Revenue 2013: $12,675Expenses 2013: $58,202Net Income 2013: -$45,5272013Revenue 2014: $1,800Expenses 2014: $41,844Net Income 2014: -$40,0442014Revenue 2015: $50,908Expenses 2015: $36,376Net Income 2015: $14,5322015Revenue 2016: $265,199Expenses 2016: $33,990Net Income 2016: $231,2092016Revenue 2017: $1,346Expenses 2017: $37,310Net Income 2017: -$35,9642017Revenue 2018: $28,096Expenses 2018: $60,264Net Income 2018: -$32,1682018Revenue 2019: $6,070Expenses 2019: $35,565Net Income 2019: -$29,4952019Revenue 2020: $1,351Expenses 2020: $53,867Net Income 2020: -$52,5162020Revenue 2021: $8,948Expenses 2021: $15,444Net Income 2021: -$6,4962021Revenue 2022: $134Expenses 2022: $10,214Net Income 2022: -$10,0802022Revenue 2023: $7,466Expenses 2023: $56,495Net Income 2023: -$49,0292023Revenue 2024: $10,652Expenses 2024: $85,669Net Income 2024: -$75,0172024

Highlighted filing

2024

Revenue$10,652
Expenses$85,669
Net Income-$75,017
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$10,249
Liabilities
$0
Net assets
$10,249
Revenue
$10,652
Expenses
$85,669
Net income
-$75,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.10$0.11$0.86$0.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$2.41$0.85$0.07$0.56$0.49
2022Detailed filing. Detailed filing data is available for this year.$3.19$1.85$1.34$0.00$0.10$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.19$1.74$1.44$0.09$0.15$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.19$1.68$1.51$0.01$0.54$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$1.14$2.03$0.06$0.36$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$1.08$2.33$0.28$0.60$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.93$2.65$0.01$0.37$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.99$3.01$2.65$0.34$2.31
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.90$0.70$0.51$0.36$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.74$0.55$0.02$0.42$0.40
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.71$0.95$0.13$0.58$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.89$1.46$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.44$1.92$0.58
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$134
Mission and Program Overview

Mission

Foster alternative investment education within the finance industry, develop and aggregate quality research and commentary, finance and develop curriculum standards for alternative investment education, and foster a scholarship program to increase the knowledge base and the flow of well prepared talent to lead the alternative investment industry.

Foster alternative investment education, develop curriculum for alternative investment education, and foster scholarship to increase knowledge in the industry and to support caia's mission.

Program Services

DescriptionGrantsExpenses
FOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIGETTE LUMPKINSDirector-$0--
RUTH CAROLANDirector-$0--
KEITH BLACKTreasurer Until 06/2022-$0--
DEBORAH MCLEANPresident-$0--
HOSSEIN KAZEMITreasurer-$0--
CAMILLE DVORSKYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Caia Foundation Inc
EIN
80-0615123
Phone
4132537373
Address
11 AMITY STREET, AMHERST, MA 01002

Signing Officer

Name
Deborah Mclean
Title
President
Phone
4132537373
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen
Address
29 SOUTH MAIN STREET 4TH FLOOR, WEST HARTFORD, CT 06107
Preparer
Melanie Ballestas
Phone
8605614000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest. Amount: 134.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to affiliated organization. Beg. Of year amount: 174,364. End of year amount: 184,711.”

Raw XML Appendix166 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DEBORAH MCLEAN
IRS990EZ/BooksInCareOfDetail/PhoneNum04132537373
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011 AMITY ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AMHERST
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0318739
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0319006
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-10080
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07357
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0318739
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0319006
IRS990EZ/GrossReceiptsAmt0134
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0144375
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0134295
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0144375
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0134295
IRS990EZ/OccupancyRentUtltsAndMaintAmt02857
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BRIGETTE LUMPKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RUTH CAROLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEITH BLACK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH MCLEAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOSSEIN KAZEMI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAMILLE DVORSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER UNTIL 06/2022
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherRevenueTotalAmt0134
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FOSTER ALTERNATIVE INVESTMENT EDUCATION, DEVELOP CURRICULUM FOR ALTERNATIVE INVESTMENT EDUCATION, AND FOSTER SCHOLARSHIP TO INCREASE KNOWLEDGE IN THE INDUSTRY AND TO SUPPORT CAIA'S MISSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0174364
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0184711
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010214
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0134
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0FOUNDATION.CAIA.ORG
IRS990ScheduleA/FactsAndCircumstancesTestTxt0WE RECOGNIZE THAT WE DID NOT OBTAIN THE 33 1/3% OF SUPPORT FOR THE PUBLIC SUPPORT TEST THIS YEAR. THIS OCCURRED DUE TO THE OPERATIONAL IMPACT OF THE GLOBAL PANDEMIC, WHICH CAUSED DELAYS AND DIFFICULTY ADMINISTRATING SCHOLARSHIPS AND SCHEDULING AND DELIVERING EXAMS. THE CAIA FOUNDATION USED THIS TIME, HOWEVER, TO DEVELOP A NEW STRATEGIC PLAN THAT IS NOW IN PLACE AND WILL HELP DEEPEN IMPACT AND BUILD UPON THE FOUNDATION'S PREVIOUS WORKS. WE ANTICIPATE THAT THESE ISSUES WILL BE MITIGATED IN 2024 AND FUTURE YEARS. OUR NEW STRATEGIC PLAN ENABLES THE FOUNDATION TO TAKE A MORE ACTIVE ROLE IN BUILDING A MORE DIVERSE, EQUITABLE, AND INCLUSIVE INDUSTRY FOR THE FUTURE THROUGH EDUCATION, INCLUDING BROADENING THE DEFINITION OF DIVERSITY TO INCLUDE MANY OTHER SEVERELY UNDER-REPRESENTED GROUPS IN THE INVESTMENT INDUSTRY, WITH A PLAN TO SECURE $150,000 IN SPONSORSHIPS NEXT YEAR. AS PART OF THIS INCREASE IN FUNDING, THERE WILL BE AN ISSUANCE OF A MINIMUM OF $50,000 IN SCHOLARSHIPS ANNUALLY BY 2026.WE ARE WORKING TO ENGAGE MINORITY OWNED BUSINESSES TO SECURE SPONSORSHIPS IN EXCHANGE FOR ENHANCED NETWORKING OPPORTUNITIES WITH ALTERNATIVE INVESTMENT INDUSTRY LEADERS. THE FOUNDATION IS ALSO GOING TO HIRE AN ADDITIONAL EMPLOYEE IN CAIA ORGANIZATION TO FOCUS ON DEVELOPMENT, INCLUDING SECURING SPONSORSHIPS. THROUGH PARTNERSHIP WITH INDUSTRY PARTNERS WHO SHARE OUR PASSION, SENSE OF URGENCY, AND LONG-TERM COMMITMENT TO PROGRESS, WE WILL EXPAND SCHOLARSHIP OPPORTUNITIES TO GROUPS UNDER-REPRESENTED IN THE INDUSTRY BY RACE, ETHNICITY, SEXUALITY IDENTITY AND ORIENTATION, VETERAN STATUS, DISABILITIES, SOCIOECONOMIC BACKGROUND, AMONG OTHER AREAS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01570
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01346
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0134
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01001
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01383
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0200
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0350
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt026750
IRS990ScheduleA/OtherIncome170Grp/TotalAmt031800
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.25600
IRS990ScheduleA/PublicSupportPY170Pct00.27860
IRS990ScheduleA/PublicSupportTotal170Amt011416
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01570
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01346
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011416
IRS990ScheduleA/TotalSupportAmt044599
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 134.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE TO AFFILIATED ORGANIZATION. BEG. OF YEAR AMOUNT: 174,364. END OF YEAR AMOUNT: 184,711.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH MCLEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04132537373
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAIA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CAIA
ReturnHeader/Filer/EIN0800615123
ReturnHeader/Filer/PhoneNum04132537373
ReturnHeader/Filer/USAddress/AddressLine1Txt011 AMITY STREET
ReturnHeader/Filer/USAddress/CityNm0AMHERST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 SOUTH MAIN STREET 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006107
ReturnHeader/PreparerPersonGrp/PhoneNum08605614000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELANIE BALLESTAS
ReturnHeader/ReturnTs02023-11-14T15:58:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEBORAH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCLEAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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