CAIA FOUNDATION INC: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CAIA FOUNDATION INC (EIN 80-0615123)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-04
IRS object ID
202403099349200040
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-04T11:26:18-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLENBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line129 SOUTH MAIN STREET 4TH FLOORAddressLine1Txt
CityWEST HARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06107ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800615123EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAIA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAIABusinessNameControlTxt
Phone4132537373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111 AMITY STREETAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUTH CAROLANPersonNm
Person TitleCHIEF OPERATING OFFICERPersonTitleTxt
Phone4132537373PhoneNum
Signature2024-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY KAY CURTISSPreparerPersonNm
PTINP01551484PTIN
Phone8605614000PhoneNum
Preparation2024-10-31PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressFOUNDATION.CAIA.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$7,466GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Other Revenue Total$7,466OtherRevenueTotalAmt
Total Revenue$7,466TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$16,668FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$39,827OtherExpensesTotalAmt
Total Expenses$56,495TotalExpensesAmt
Excess Or Deficit For Year-$49,029ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$134,295NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$85,266NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$319,006BOYAmt
EOY$326,387EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$319,006BOYAmt
EOY$326,387EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$184,711BOYAmt
EOY$241,121EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$134,295BOYAmt
EOY$85,266EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeFOSTER ALTERNATIVE INVESTMENT EDUCATION, DEVELOP CURRICULUM FOR ALTERNATIVE INVESTMENT EDUCATION, AND FOSTER SCHOLARSHIP TO INCREASE KNOWLEDGE IN THE INDUSTRY AND TO SUPPORT CAIA'S MISSION.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomFOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$39,828ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$39,828TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIGETTE LUMPKINS
DIRECTOR1.00$0$0$0
RUTH CAROLAN
DIRECTOR1.00$0$0$0
DEBORAH MCLEAN
PRESIDENT1.00$0$0$0
BRADLEY AMBANI
TREASURER1.00$0$0$0
CAMILLE DVORSKY
SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RUTH CAROLANBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111 AMITY STAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01002ZIPCd
FieldValueIRS element (for citing)
Phone4132537373PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,570CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$8,500CurrentTaxYearMinus2YearsAmt
Total$10,070TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,570CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$8,500CurrentTaxYearMinus2YearsAmt
Total$10,070TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$10,070PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$1,001CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$248CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$134CurrentTaxYearMinus1YearAmt
Current Tax Year$7,466CurrentTaxYearAmt
Total$8,849TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$350CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$200CurrentTaxYearMinus2YearsAmt
Total$5,050TotalAmt
FieldValueIRS element (for citing)
Total Support$23,969TotalSupportAmt
Public Support CY1700.42010PublicSupportCY170Pct
Public Support PY1700.25600PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: INTEREST. AMOUNT: 7,466.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: EXAM ADMINISTRATION. AMOUNT: 39,827.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: DUE TO AFFILIATED ORGANIZATION. BEG. OF YEAR AMOUNT: 184,711. END OF YEAR AMOUNT: 241,121.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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.DeclarationDesc

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.