Civic Intelligence

Caia Foundation Inc.

990EZ • Fiscal year 2012 • EIN 80-0615123

Jan 01, 2012 to Dec 31, 2012 • Filed on Jun 12, 2013

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

86th percentile

0.38x

Higher debt load relative to assets than 86% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

47th percentile

-0.0%

Faster asset growth than 47% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$235,492

Down $1 (-0.0%) from 2011

Net Assets

Down

$146,227

Down $45,682 (-24%) from 2011

Liabilities

Up

$89,265

Up $45,681 (+105%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$45,682

Down $12,409 (-21%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2012

Assets$235,492
Liabilities$89,265
Net Assets$146,227
Open 2012 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

2012

Revenue-
Expenses$45,682
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jun 12, 2013
Return Version
2012v2.1
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 Appendix147 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/ActivitiesNotPreviouslyRpt00
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/CashSavingsAndInvestments/BOY035493
IRS990EZ/CashSavingsAndInvestments/EOY085492
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear0-45682
IRS990EZ/FeesAndOthPymtToIndContractors04451
IRS990EZ/FiledScheduleA01
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrantsAndSimilarAmountsPaid025178
IRS990EZ/GrossReceipts00
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IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingAccrual0X
IRS990EZ/NetAssetsOrFundBalances/BOY0191909
IRS990EZ/NetAssetsOrFundBalancesBOY0191909
IRS990EZ/NetAssetsOrFundBalances/EOY0146227
IRS990EZ/NetAssetsOrFundBalancesEOY0146227
IRS990EZ/OccupancyRentUtilitiesAndMaint06000
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40.50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0THOMAS A PORTER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1HOSSEIN KAZEMI
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2JUDY POSNIKOFF
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3THOMAS SCHNEEWEIS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4RUTH CAROLAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRES./TREAS./DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4CLERK
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY0200000
IRS990EZ/OtherAssetsTotal/EOY0150000
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal010053
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0FOSTER 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.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0FOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations025178
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses029914
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/RelatedOrgSection527Org00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MA
IRS990EZ/SubjectToProxyTax00
IRS990EZ/SumOfTotalLiabilities/BOY043584
IRS990EZ/SumOfTotalLiabilities/EOY089265
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10100 UNIVERSITY DRIVE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0AMHERST
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode001002
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10THOMAS A PORTER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04132537373
IRS990EZ/TotalAssets/BOY0235493
IRS990EZ/TotalAssets/EOY0235492
IRS990EZ/TotalExpenses045682
IRS990EZ/TotalProgramServiceExpenses029914
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg01
IRS990EZ/WebSite0FOUNDATION.CAIA.ORG
IRS990ScheduleA/First5Years1700X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year0250000
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0250000
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportTotal1700250000
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0250000
IRS990ScheduleA/Total170/Total0250000
IRS990ScheduleA/TotalSupport0250000
IRS990ScheduleO/GeneralExplanation/Explanation0ACTIVITY CLASSIFICATION: SCHOLARSHIPS TO 12 RECIPIENTS . GRANTEE NAME: SCHOLARSHIPS . GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: NON-CASH ASSISTANCE . AMOUNT GIVEN: 25,178.
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: MANAGEMENT FEES . AMOUNT: 10,053.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 200,000. END OF YEAR AMOUNT: 150,000.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: DUE TO RELATED ORGANIZATION. BEG. OF YEAR AMOUNT: 43,584. END OF YEAR AMOUNT: 89,265.
IRS990ScheduleO/GeneralExplanation/Identifier0GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 26
TransferPrsnlBnftContractsDecl/Declaration0THE 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/BuildTS02016-02-25 16:41:14Z
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/DateSigned02013-06-12
ReturnHeader/Officer/Name0THOMAS A PORTER
ReturnHeader/Officer/Phone04132537373
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/EIN0420714325
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1080 CITY SQUARE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BOSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0021293742
ReturnHeader/Preparer/Name0LYNNE JOHNSON
ReturnHeader/Preparer/Phone06179129000
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-06-12T13:30:10-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$235,492
Liabilities
$89,265
Net assets
$146,227
Revenue
-
Expenses
$45,682
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