Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
990EZ • Fiscal year 2014 • EIN 80-0615123
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Liabilities / Revenue
100th percentile
Higher debt load relative to revenue than 100% of similar nonprofits.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
19th percentile
Faster asset growth than 19% of similar nonprofits.
Revenue Growth
3rd percentile
Faster revenue growth than 3% of similar nonprofits.
Assets
Down$129,157
Down $37,335 (-22%) from 2013
Net Assets
Down$55,273
Down $40,044 (-42%) from 2013
Liabilities
Up$73,884
Up $2,709 (+3.8%) from 2013
Revenue
Down$1,800
Down $10,875 (-86%) from 2013
Expenses
Down$41,844
Down $16,358 (-28%) from 2013
Net Income
Up-$40,044
Up $5,483 (+12%) from 2013
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. | $24,527 | $38,718 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HOSSEIN KAZEMI | Director | - | $0 | - | - |
| JUDY POSNIKOFF | Director | - | $0 | - | - |
| THOMAS SCHNEEWEIS | Director/President | - | $0 | - | - |
| PATRICIA BONNETT | Clerk | - | $0 | - | - |
| KEITH BLACK | Treasurer (As Of Apr. 2014) | - | $0 | - | - |
| FLORENCE LOMBARD | Treasurer (Thru Mar. 2014) | - | $0 | - | - |
“Activity classification: 100whf scholarships - us grant to 9 recipients. Grantee name: 9 recipients. Grantee relationship: n/a. Property description: cash grant. Amount given: 17,422.”
“Activity classification: 100whf scholarships - foreign grants to 6 recipients. Grantee name: 2 recipients-europe, 3 recipients-east/south grantee name: 2 recipients-europe, 3 recipients-east/south. Grantee relationship: n/a. Property description: cash grant. Amount given: 7,105. Total included on form 990-ez, line 10: 24,527.”
“Description: office expense - other management fees. Amount: 1,716. Description: program management fees. Amount: 8,191. Total to form 990-ez, line 16: 9,907.”
“Description: pledges receivable. Beg. Of year amount: 97,292. End of year amount: 49,092.”
“Description: due to related organization. Beg. Of year amount: 71,175. End of year amount: 73,884.”
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/BusinessNameLine1Txt | 0 | CYNTHIA COTE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4132537373 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 100 UNIVERSITY DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | AMHERST |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 01002 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 69200 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 80065 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1800 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -40044 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1410 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 166492 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 129157 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 24527 |
| IRS990EZ/GrossReceiptsAmt | 0 | 1800 |
| 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 | 95317 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 55273 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 95317 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 55273 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 6000 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.25 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.30 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 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/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/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/PersonNm | 0 | HOSSEIN KAZEMI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JUDY POSNIKOFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | THOMAS SCHNEEWEIS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | PATRICIA BONNETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | KEITH BLACK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | FLORENCE LOMBARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR/PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CLERK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER (AS OF APR. 2014) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | TREASURER (THRU MAR. 2014) |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 97292 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 49092 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 9907 |
| 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 | 24527 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 38718 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | MA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 71175 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 73884 |
| 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 | 41844 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 38718 |
| IRS990EZ/TotalRevenueAmt | 0 | 1800 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 1 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | FOUNDATION.CAIA.ORG |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 1800 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 12675 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 250000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 264475 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 264475 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 1800 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 12675 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 250000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 264475 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 264475 |
| 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: 17,422. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: 100WHF SCHOLARSHIPS - FOREIGN GRANTS TO 6 RECIPIENTS. GRANTEE NAME: 2 RECIPIENTS-EUROPE, 3 RECIPIENTS-EAST/SOUTH GRANTEE NAME: 2 RECIPIENTS-EUROPE, 3 RECIPIENTS-EAST/SOUTH. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH GRANT. AMOUNT GIVEN: 7,105. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 24,527. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: OFFICE EXPENSE - OTHER MANAGEMENT FEES. AMOUNT: 1,716. DESCRIPTION: PROGRAM MANAGEMENT FEES. AMOUNT: 8,191. TOTAL TO FORM 990-EZ, LINE 16: 9,907. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 97,292. END OF YEAR AMOUNT: 49,092. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: DUE TO RELATED ORGANIZATION. BEG. OF YEAR AMOUNT: 71,175. END OF YEAR AMOUNT: 73,884. |
| 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 II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | 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 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | THOMAS SCHNEEWEIS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | DIRECTOR/PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4132537373 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-08-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CAIA FOUNDATION INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CAIA |
| ReturnHeader/Filer/EIN | 0 | 800615123 |
| ReturnHeader/Filer/PhoneNum | 0 | 4132537373 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 100 UNIVERSITY DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | AMHERST |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 01002 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 420714325 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MCGLADREY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 80 CITY SQUARE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 021293742 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6179129000 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LYNNE JOHNSON |
| ReturnHeader/ReturnTs | 0 | 2015-08-14T14:35:17-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.