Liabilities / Assets
87th percentile
Higher debt load relative to assets than 87% of similar nonprofits.
990EZ • Fiscal year 2013 • EIN 80-0615123
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
87th percentile
Higher debt load relative to assets than 87% of similar nonprofits.
Liabilities / Revenue
99th percentile
Higher debt load relative to revenue than 99% of similar nonprofits.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
15th percentile
Faster asset growth than 15% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Down$166,492
Down $69,000 (-29%) from 2012
Net Assets
Down$95,317
Down $50,910 (-35%) from 2012
Liabilities
Down$71,175
Down $18,090 (-20%) from 2012
Revenue
$12,675
No earlier filing loaded for comparison.
Expenses
Up$58,202
Up $12,520 (+27%) from 2012
Net Income
-$45,527
No earlier filing loaded for comparison.
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.
| Description | Grants | Expenses |
|---|---|---|
| FOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY. | $25,661 | $36,885 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HOSSEIN KAZEMI | Director | - | $0 | - | - |
| JUDY POSNIKOFF | Director | - | $0 | - | - |
| RUTH CAROLAN | Clerk (Until Jan. 2013) | - | $0 | - | - |
| THOMAS A PORTER | Pres./Treas./Director (Until Oct. 2013) | - | $0 | - | - |
| THOMAS SCHNEEWEIS | Dir./Pres. (As Of Oct. 2013) | - | $0 | - | - |
| PATRICIA BONNETT | Clerk | - | $0 | - | - |
| FLORENCE LOMBARD | Treasurer (As Of Oct. 2013) | - | $0 | - | - |
“Activity classification: 100whf scholarships - us grant to 9 recipients. Grantee name: 9 recipients. Grantee relationship: n/a. Property description: cash grant. Amount given: 15,231.”
“Activity classification: 100whf scholarships - foreign grants to 7 recipients. Grantee name: 4 recipients-europe, 2 recipients-east asia, 1 grantee name: 4 recipients-europe, 2 recipients-east asia, 1. Grantee relationship: n/a. Property description: cash grant. Amount given: 10,430. Total included on form 990-ez, line 10: 25,661.”
“Description: office expense - other management fees. Amount: 9,754. Description: program management fees. Amount: 11,224. Total to form 990-ez, line 16: 20,978.”
“Description: prior year adjustment. Amount: -5,383.”
“Description: pledges receivable. Beg. Of year amount: 150,000. End of year amount: 97,292.”
“Description: due to related organization. Beg. Of year amount: 89,265. End of year amount: 71,175.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | CYNTHIA COTE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4132537373 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 100 UNIVERSITY DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | AMHERST |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 01002 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 85492 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 69200 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 12675 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -45527 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5558 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 235492 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 166492 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 25661 |
| IRS990EZ/GrossReceiptsAmt | 0 | 12675 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 146227 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 95317 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 146227 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 95317 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 6005 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.30 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | HOSSEIN KAZEMI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JUDY POSNIKOFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | RUTH CAROLAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | THOMAS A PORTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | THOMAS SCHNEEWEIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | PATRICIA BONNETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | FLORENCE LOMBARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | CLERK (UNTIL JAN. 2013) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | PRES./TREAS./DIR. (UNTIL OCT. 2013) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIR./PRES. (AS OF OCT. 2013) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | CLERK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | TREASURER (AS OF OCT. 2013) |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 150000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 97292 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -5383 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 20978 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | FOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 25661 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 36885 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 89265 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 71175 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 58202 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 36885 |
| IRS990EZ/TotalRevenueAmt | 0 | 12675 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 1 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | FOUNDATION.CAIA.ORG |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 12675 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 250000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 262675 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 262675 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 12675 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 250000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 262675 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 262675 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY CLASSIFICATION: 100WHF SCHOLARSHIPS - US GRANT TO 9 RECIPIENTS. GRANTEE NAME: 9 RECIPIENTS. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH GRANT. AMOUNT GIVEN: 15,231. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: 100WHF SCHOLARSHIPS - FOREIGN GRANTS TO 7 RECIPIENTS. GRANTEE NAME: 4 RECIPIENTS-EUROPE, 2 RECIPIENTS-EAST ASIA, 1 GRANTEE NAME: 4 RECIPIENTS-EUROPE, 2 RECIPIENTS-EAST ASIA, 1. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH GRANT. AMOUNT GIVEN: 10,430. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 25,661. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: OFFICE EXPENSE - OTHER MANAGEMENT FEES. AMOUNT: 9,754. DESCRIPTION: PROGRAM MANAGEMENT FEES. AMOUNT: 11,224. TOTAL TO FORM 990-EZ, LINE 16: 20,978. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: PRIOR YEAR ADJUSTMENT. AMOUNT: -5,383. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 150,000. END OF YEAR AMOUNT: 97,292. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: DUE TO RELATED ORGANIZATION. BEG. OF YEAR AMOUNT: 89,265. END OF YEAR AMOUNT: 71,175. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | THOMAS SCHNEEWEIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4132537373 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-08-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | CAIA FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CAIA |
| ReturnHeader/Filer/EIN | 0 | 800615123 |
| ReturnHeader/Filer/PhoneNum | 0 | 4132537373 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 100 UNIVERSITY DRIVE |
| ReturnHeader/Filer/USAddress/City | 0 | AMHERST |
| ReturnHeader/Filer/USAddress/State | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 01002 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 420714325 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | MCGLADREY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 80 CITY SQUARE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | BOSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 021293742 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6179129000 |
| ReturnHeader/ReturnTs | 0 | 2014-08-15T13:45:20-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.