2023-11-14T15:58:44-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990EZ 2022-01-01 800615123 CAIA FOUNDATION INC CAIA 4132537373 11 AMITY STREET AMHERST MA 01002 DEBORAH MCLEAN PRESIDENT 4132537373 2023-11-13 1 DEBORAH MCLEAN 999009999 0 MELANIE BALLESTAS P01320477 8605614000 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X FOUNDATION.CAIA.ORG X X 134 X 134 134 7357 2857 10214 -10080 144375 0 134295 X 318739 319006 318739 319006 174364 184711 144375 134295 X 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. FOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY. 0 0 0 BRIGETTE LUMPKINS DIRECTOR 1.00 0 0 0 RUTH CAROLAN DIRECTOR 1.00 0 0 0 KEITH BLACK TREASURER UNTIL 06/2022 1.00 0 0 0 DEBORAH MCLEAN PRESIDENT 1.00 0 0 0 HOSSEIN KAZEMI TREASURER 1.00 0 0 0 CAMILLE DVORSKY SECRETARY 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MA DEBORAH MCLEAN 11 AMITY ST AMHERST MA 01002 4132537373 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 1346 1570 0 8500 11416 1346 1570 8500 11416 11416 1001 248 134 1383 26750 4500 350 200 31800 44599 0.25600 0.27860 X WE 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. 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. 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.