Civic Intelligence

Caia Foundation Inc.

990 • Fiscal year 2011 • EIN 80-0615123

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 24, 2012

Organization ProfileFOUNDATION.CAIA.ORG
100 University Drive01002
Siviq Scores

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

Liabilities / Assets

80th percentile

0.19x

Higher debt load relative to assets than 80% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets80th percentile

Assets

$235,493

No earlier filing loaded for comparison.

Net Assets

$191,909

No earlier filing loaded for comparison.

Liabilities

$43,584

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$58,091

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2011

Assets$235,493
Liabilities$43,584
Net Assets$191,909
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$58,091
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 24, 2012
Return Version
2011v1.2
Gross Receipts
$250,000
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.

Filing and Contact Details

Filer

EIN
80-0615123
Raw XML AppendixShowing 400 of 403 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/AccountantCompileOrReview00
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0FOSTER 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.
IRS990/AddressPrincipalOfficerUS/AddressLine10100 UNIVERSITY DRIVE
IRS990/AddressPrincipalOfficerUS/City0AMHERST
IRS990/AddressPrincipalOfficerUS/State0MA
IRS990/AddressPrincipalOfficerUS/ZIPCode001002
IRS990/AllOtherContributions0250000
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee00
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/EOY035493
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear0250000
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0FOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense031606
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesManagement/ManagementAndGeneral07739
IRS990/FeesForServicesManagement/ProgramServices012066
IRS990/FeesForServicesManagement/Total019805
IRS990/FinancialStatementConsolidated0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignGrants/ProgramServices012390
IRS990/ForeignGrants/Total012390
IRS990/ForeignOffice00
IRS990/Form1098CFiled00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form8899Filed00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek05.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/NamePerson0THOMAS PORTER
IRS990/Form990PartVIISectionA/NamePerson1RUTH D CAROLAN
IRS990/Form990PartVIISectionA/NamePerson2HOSSEIN KAZEMI
IRS990/Form990PartVIISectionA/NamePerson3JUDITH POSNIKOFF
IRS990/Form990PartVIISectionA/NamePerson4THOMAS SCHNEEWEIS
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation012152
IRS990/Form990PartVIISectionA/OtherCompensation114558
IRS990/Form990PartVIISectionA/OtherCompensation26769
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs0207231
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs182615
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs2183683
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs420000
IRS990/Form990PartVIISectionA/Title0PRESIDENT & TREAS
IRS990/Form990PartVIISectionA/Title1CLERK
IRS990/Form990PartVIISectionA/Title2DIRECTOR
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990PartVIISectionA/Title4DIRECTOR
IRS990/Form990ProvidedToGoverningBody00
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/Gaming00
IRS990/Grants019540
IRS990/GrantsAndSimilarAmntsCY019540
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToDomesticIndividuals/ProgramServices07150
IRS990/GrantsToDomesticIndividuals/Total07150
IRS990/GrantsToIndividuals01
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts0250000
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear00
IRS990/InvestmentIncomePriorYear00
IRS990/InvestmentInJointVenture00
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees00
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0FOSTER 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.
IRS990/MoreThan5000KToIndividuals01
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0THOMAS PORTER
IRS990/NbrIndependentVotingMembers02
IRS990/NbrVotingGoverningBodyMembers04
IRS990/NbrVotingMembersGoverningBody04
IRS990/NetAssetsOrFundBalancesBOY00
IRS990/NetAssetsOrFundBalancesEOY0191909
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers02
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear00
IRS990/OtherExpensesCurrentYear038551
IRS990/OtherExpenses/Description0ORGANIZATION COSTS
IRS990/OtherExpenses/ManagementAndGeneral018746
IRS990/OtherExpenses/Total018746
IRS990/OtherLiabilities/BOY00
IRS990/OtherLiabilities/EOY043584
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/PartialLiquidation00
IRS990/PledgesAndGrantsReceivable/EOY0200000
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0191909
IRS990/RegularMonitoringEnforcement00
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/Revenue0250000
IRS990/RevenuesLessExpensesCY0191909
IRS990/RevenuesLessExpensesPriorYear00
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0250000
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0250000
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportTotal1700250000
IRS990ScheduleA/Total170/CurrentTaxYear0250000
IRS990ScheduleA/Total170/Total0250000
IRS990ScheduleA/TotalSupport0250000
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/ExcessOrDeficitForYear0191909
IRS990ScheduleD/ExcessOrDeficitPerFS0191909
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal058091
IRS990ScheduleD/OtherLiabilities/Amount043584
IRS990ScheduleD/OtherLiabilities/Description0DUE TO AFFILIATED ORGANIZATION
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0250000
IRS990ScheduleD/TotalExpenses058091
IRS990ScheduleD/TotalExpensesPerForm990058091
IRS990ScheduleD/TotalOfAmounts043584
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0250000
IRS990ScheduleD/TotalRevenuePerForm9900250000
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt058091
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0250000
IRS990ScheduleF/BoycottCountries00
IRS990ScheduleF/ContAmountSpent00
IRS990ScheduleF/ContNumberOfEmployees00
IRS990ScheduleF/ContNumberOfOffices00
IRS990ScheduleF/ForeignPartnership00
IRS990ScheduleF/Form990ScheduleFPartV/Explanation0SCHEDULE F, PART I, LINE 2: NO FUNDS WERE PAID TO THE ELIGIBLE RECIPIENTS. INSTEAD GRANTS WERE MADE BY DIRECT PAYMENT OF EXAM FEES AND REGISTRATIONS AND FOR EXAM STUDY MATERIALS.
IRS990ScheduleF/Form990ScheduleFPartV/Identifier0PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:
IRS990ScheduleF/GrantRecordsMaintained01
IRS990ScheduleF/GrantsToIndOutsideUS/AmountOfCashGrant012390
IRS990ScheduleF/GrantsToIndOutsideUS/MannerOfCashDisbursement0DIRECT PAYMENT OF FEES & EXPENSES
IRS990ScheduleF/GrantsToIndOutsideUS/NumberOfRecipients05
IRS990ScheduleF/GrantsToIndOutsideUS/Region0EUROPE & SOUTH EAST ASIA
IRS990ScheduleF/GrantsToIndOutsideUS/TypeOfAssistance0CAIA EXAM ENROLEMENT FEES, REGISTRATION FEES, & MATERIALS
IRS990ScheduleF/InterestInForeignTrust00
IRS990ScheduleF/OwnForeignCorp00
IRS990ScheduleF/PassiveForeignInvestCo00
IRS990ScheduleF/SubtotalAmountSpent00
IRS990ScheduleF/SubtotalNumberOfEmployees00
IRS990ScheduleF/SubtotalNumberOfOffices00
IRS990ScheduleF/TotalAmountSpent00
IRS990ScheduleF/TotalNumberOfEmployees00
IRS990ScheduleF/TotalNumberOfOffices00
IRS990ScheduleF/TransferToForeignCorp00
IRS990ScheduleI/Form990ScheduleIPartIII/AmountOfCashGrant07150
IRS990ScheduleI/Form990ScheduleIPartIII/NumberOfRecipients05
IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0CAIA EXAM ENROLEMENT FEES, REGISTRATION FEES, & MATERIALS
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0207231
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1183683
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0THOMAS PORTER
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1HOSSEIN KAZEMI
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs012152
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs16769
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0219383
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1190452
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION'S BOARD DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation1FORM 990 IS REVIEWED BY THE ORGANIZATION'S PRESIDENT.
IRS990ScheduleO/GeneralExplanation/Explanation2GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10100 UNIVERSITY DRIVE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0AMHERST
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0MA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode001002
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/EIN0371428113
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(6)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0MA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0ESTABLISH, AWARD, & MAINTAIN THE CHARTERED ALTERNATIVE INVESTMENT ANALYST DE
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs01
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg01
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs01
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities01
IRS990ScheduleR/SharingOfPaidEmployees01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MA
IRS990/StatesWhereCopyOfReturnIsFiled0MA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/EOY0218394
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10100 UNIVERSITY DRIVE
IRS990/TheBooksAreInCareOf/AddressUS/City0AMHERST
IRS990/TheBooksAreInCareOf/AddressUS/State0MA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode001002
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THOMAS PORTER
IRS990/TheBooksAreInCareOf/TelephoneNumber04132537373
IRS990/TotalAssets/BOY00
IRS990/TotalAssetsBOY00
IRS990/TotalAssets/EOY0235493
IRS990/TotalAssetsEOY0235493
IRS990/TotalCompGT150K01
IRS990/TotalContributions0250000
IRS990/TotalExpensesCurrentYear058091
IRS990/TotalExpensesPriorYear00
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral026485
IRS990/TotalFunctionalExpenses/ProgramServices031606
IRS990/TotalFunctionalExpenses/Total058091
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY043584
IRS990/TotalLiabilitiesEOY043584
IRS990/TotalLiabNetAssetsFundBalances/BOY00
IRS990/TotalLiabNetAssetsFundBalances/EOY0235493
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY00
IRS990/TotalNetAssetsFundBalances/EOY0191909
IRS990/TotalOtherCompensation033479
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense031606
IRS990/TotalReportableCompFrmRltdOrgs0493529
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0250000
IRS990/TotalRevenue/ExclusionAmount00
IRS990/TotalRevenuePriorYear00
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0250000
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome00
IRS990/UnrestrictedNetAssets/EOY0-26485
IRS990/UponRequest0X
IRS990/WebSite0WWW.CAIA.ORG
IRS990/WhistleblowerPolicy00
IRS990/YearFormation02010
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0800615123
ReturnHeader/Filer/Name/BusinessNameLine10CAIA FOUNDATION INC
ReturnHeader/Filer/NameControl0CAIA
ReturnHeader/Filer/Phone04132537373
ReturnHeader/Filer/USAddress/AddressLine10100 UNIVERSITY DRIVE
ReturnHeader/Filer/USAddress/City0AMHERST
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001002
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-08-24
ReturnHeader/Officer/Name0THOMAS PORTER
ReturnHeader/Officer/Phone04132537373
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0042944648
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ROMANO PASCUCCI & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1078 MAIN ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0NORTHAMPTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode001060
ReturnHeader/Preparer/Name0DAVID E PASCUCCI
ReturnHeader/Preparer/Phone04135860990
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$235,493
Liabilities
$43,584
Net assets
$191,909
Revenue
-
Expenses
$58,091
Net income
-
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