Civic Intelligence

Caia Foundation Inc.

990EZ • Fiscal year 2022 • EIN 80-0615123

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization ProfileFOUNDATION.CAIA.ORG
11 Amity StreetAmherst, MA 01002

(413) 253-7373

Siviq Scores

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

Liabilities / Assets

91st percentile

0.58x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

100th percentile

1378.44x

Higher debt load relative to revenue than 100% of similar nonprofits.

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

Net Margin

1st percentile

-7522%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$319,006

Up $267 (+0.1%) from 2021

Net Assets

Down

$134,295

Down $10,080 (-7.0%) from 2021

Liabilities

Up

$184,711

Up $10,347 (+5.9%) from 2021

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Down

$134

Down $8,814 (-99%) from 2021

Expenses

Down

$10,214

Down $5,230 (-34%) from 2021

Net Income

Down

-$10,080

Down $3,584 (-55%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2022

Assets$319,006
Liabilities$184,711
Net Assets$134,295
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

2022

Revenue$134
Expenses$10,214
Net Income-$10,080
Open 2022 Filing
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 Pay78th 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
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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
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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.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01570
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IRS990ScheduleA/PublicSupportPY170Pct00.27860
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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
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DEBORAH MCLEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04132537373
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$319,006
Liabilities
$184,711
Net assets
$134,295
Revenue
$134
Expenses
$10,214
Net income
-$10,080
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