CENTRAL ASIA INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CENTRAL ASIA INSTITUTE (EIN 51-0376237)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-15
- IRS object ID
- 201332279349304183
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T18:34:49-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810385940 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON ZURMUEHLEN & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20435 | AddressLine1 |
| City | BILLINGS | City |
| State | MT | State |
| ZIP Code | 591040435 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510376237 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL ASIA INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CENT | NameControl |
| Phone | 4065857841 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7209 | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59771 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER SIPES | Name |
| Title | OPERATIONS DIRECTOR | Title |
| Phone | 4065857841 | Phone |
| Date Signed | 2013-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEFENI S FREESE CPA | Name |
| PTIN | P00124115 | PTIN |
| Phone | 4062455136 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANNE BEYERSDORFER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7209 | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59771 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6767050 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IKAT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | TO EMPOWER COMMUNITIES OF CENTRAL ASIA THROUGH LITERACY AND EDUCATION, ESPECIALLY FOR GIRLS; PROMOTE PEACE THROUGH EDUCATION; AND CONVEY THE IMPORTANCE OF THESE ACTIVITIES GLOBALLY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 15415125 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4004168 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 863 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 251804 | InvestmentIncomePriorYear |
| Investment Income Current Year | 130720 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -94098 | OtherRevenuePriorYear |
| Other Revenue Current Year | 576676 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15573694 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4711564 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6436080 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4800599 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 855917 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 679181 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 150302 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6025687 | OtherExpensePriorYear |
| Other Expenses Current Year | 2207683 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13317684 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7687463 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2256010 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2975899 | RevenuesLessExpensesCY |
| Total Assets BOY | 25736277 | TotalAssetsBOY |
| Total Assets EOY | 22748894 | TotalAssetsEOY |
| Total Liabilities BOY | 468953 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 385959 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25267324 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22362935 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO EMPOWER COMMUNITIES OF CENTRAL ASIA THROUGH LITERACY AND EDUCATION, ESPECIALLY FOR GIRLS, PROMOTE PEACE THROUGH EDUCATION AND CONVEY THE IMPORTANCE OF THESE ACTIVITIES GLOBALLY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5108088 | Expense |
| Grants | 4800599 | Grants |
| Description | OUR PROGRAMS INCLUDE SCHOOL BUILDING, SCHOOL SUPPORT, STUDENT SUPPORT, TEACHER SUPPORT, SCHOLARSHIPS, PUBLIC HEALTH, AND WOMENS VOCATIONAL AND LITERACY CENTERS. A DETAILED MASTER PROJECT LIST OF PROJECTS AND COMMUNITIES SERVED CAN BE FOUND ON OUR WEBSITE, WWW.IKAT.ORG, UNDER THE PROJECT TAB. IN CONJUNCTION WITH THIS MASTER PROJECT LIST, PLEASE ALSO VISIT OUR REGIONAL MAP PAGE THAT DISPLAYS A MAP OF CENTRAL ASIA WHERE PROJECTS HAVE BEEN ESTABLISHED OR SUPPORTED WITH FUNDS GRANTED BY CENTRAL ASIA INSTITUTE.SCHOOL BUILDINGS: THE PROCESS UNDERTAKEN TO BUILD NEW SCHOOLS OR IMPROVE EXISTING STRUCTURES REQUIRES AN INVITATION FROM THE LOCAL COMMUNITY AND MANY MONTHS, OR SOMETIMES YEARS, OF PREPLANNING WITH VILLAGE ELDERS, TRIBAL CHIEFS, MILITARY COMMANDERS, ISLAMIC CLERICS, AND GOVERNMENT OFFICIALS INFLUENTIAL IN THE AREA. CAI IS OFTEN THE ONLY ORGANIZATION (GOVERNMENT, INTERNATIONAL, OR LOCAL) PROVIDING FUNDS TO SUPPORT LOCAL INITIATIVES IN THESE UNDERSERVED AREAS OF PAKISTAN, AFGHANISTAN AND TAJIKISTAN. EACH PROJECT INVOLVES LOCAL PEOPLE IN ALL PHASES: INITIATION, IMPLEMENTATION, AND EVALUATION. A COMMITTEE OF ELDERS AND EXPERTS GUIDE THESE PHASES TO COMPLETION, ARRANGING FOR THE COMMUNITY TO MATCH CAI PROJECT FUNDS (FOR SKILLED LABOR AND MATERIALS) WITH LOCAL RESOURCES (WOOD, LAND AND SAND, AND THE LIKE) AND SWEAT EQUITY (FREE OR SUBSIDIZED LABOR). SUCH COMMITMENT SUPPORTS THE PROJECTS VIABILITY AND LONG-TERM SUCCESS. ONCE THE SCHOOL HAS BEEN COMPLETED, FURNISHED, AND STOCKED WITH SUPPLIES, CAI REMAINS CONNECTED TO THE PEOPLE, PROVIDING FINANCIAL AND EDUCATIONAL SUPPORT UNTIL THE VILLAGE CAN SUSTAIN THE SCHOOLS COSTS ON ITS OWN.TEACHERS: ONE OF THE MOST IMPORTANT STEPS TO ESTABLISHING SUSTAINABLE EDUCATION OPPORTUNITIES IN A REMOTE VILLAGE IS COMMUNITY PARTICIPATION AND A DEDICATED LOCAL TEACHER. IN THE NORTHERN REGIONS OF PAKISTAN, THERE IS LITTLE GOVERNMENT OR OUTSIDE SUPPORT FOR TEACHERS IN THE REGIONS CAI SERVES. THE FEW TEACHERS WHO TAUGHT PRIOR TO 1993 WERE MOSTLY VOLUNTEERS. CAI HAS BEEN ABLE TO MAKE A PROFOUND DIFFERENCE SIMPLY BY PROVIDING FUNDING FOR STABLE SALARIES. DUE TO THE SIGNIFICANT PROBLEM OF FEW HIGHLY QUALIFIED TEACHERS IN THE REGION, CAIS COMMUNITY PROGRAM MANAGERS SELECT A LOCAL EDUCATED PERSON, EVEN IF THEIR EDUCATION IS LIMITED. CAI HELPS PROVIDE FUNDS FOR TEACHER TRAINING FOR THESE INDIVIDUALS ON AN AS-NEEDED BASIS. ALTHOUGH LOCAL AND FEDERAL GOVERNMENTS PHYSICALLY OWN COMPLETED PROJECTS, CAI STILL PROVIDES FINANCIAL SUPPORT IN MANY CASES. FUNDING THE HIRING OF A LOCAL TEACHER SUPPORTS COMMUNITY INVOLVEMENT AND INVESTMENT IN THEIR CHILDRENS EDUCATION, AND THE TEACHER ALSO HAS HIS OR HER OWN COMMUNITY TIES AND PERSONAL REASONS TO STAY IN THE AREA.SCHOLARSHIPS: CAI AWARDS PRIMARY, SECONDARY, AND ADVANCED EDUCATION SCHOLARSHIPS. WHEN STUDENTS GRADUATE FROM THEIR VILLAGE PRIMARY SCHOOLS, IN SOME INSTANCES, THEY ARE LEFT WITH NO FURTHER STRUCTURED EDUCATION. STUDENTS, ESPECIALLY GIRLS, WHO ARE INTERESTED IN ADVANCING THEIR STUDIES IN A LARGER TOWN, BUT ARE FINANCIALLY INCAPABLE OF DOING SO, CAN APPLY TO COMMUNITY PROGRAM MANAGERS FOR A SCHOLARSHIP. SCHOLARSHIPS INCLUDE ROOM, BOARD, TUITION, SCHOOL SUPPLIES, TEXTBOOKS, UNIFORMS, AND PAID TRAVEL TO AND FROM SCHOOL. THE ADVANCED EDUCATION SCHOLARSHIPS SUPPORT MANY AREAS OF TRAINING, INCLUDING TEACHER, HEALTHCARE, ANIMAL HUSBANDRY, LAW, COMMUNICATIONS, AND OTHERS.PUBLIC HEALTH: IN CONJUNCTION WITH EDUCATION PROJECTS, CAI PROVIDES FINANCIAL SUPPORT FOR RESOURCES THAT ARE DEVOTED TO CRITICAL NEEDS, INCLUDING PUBLIC HEALTH AND ENVIRONMENTAL SUSTAINABILITY. WE DO THIS BY FUNDING CLEAN WATER PROJECTS, HEALTHCARE PROGRAMS, AND DISASTER RELIEF.WATER PROJECTS: IN DEVELOPING COUNTRIES, ONE OF THE MAIN CAUSES OF DEATH IN CHILDREN UNDER 5 YEARS OF AGE IS THE BASIC LACK OF CLEAN WATER. THE CHILDREN THAT DO SURVIVE THE ILL EFFECTS OF WATERBORNE DISEASES OFTEN SUFFER FROM STUNTED GROWTH AND DEVELOPMENT. WE PROVIDE FUNDING FOR CLEAN DRINKING WATER AND SANITATION PROJECTS WHICH HAVE PROFOUND BENEFITS FOR COMMUNITIES, FAMILIES, AND CHILDREN. HEALTHCARE PROGRAMS: CAI PROVIDES FUNDS FOR HEALTHCARE TRAINING, SUPPLIES, AND SUPPORT FOR WOMEN THROUGH INFIRMARIES, DISPENSARIES, AND OCCASIONAL HEALTHCARE CLINICS.DISASTER RELIEF: ALTHOUGH IT IS NOT A PRIORITY, CAI HAS HELPED PROVIDE EDUCATIONAL SUPPORT AFTER DISASTERS HIT PARTS OF PAKISTAN AND AFGHANISTAN. PAKISTANS OCTOBER 2005 DEVASTATING EARTHQUAKE,THE AUGUST 2010 FLOODS AND LANDSLIDES, AND AFGHANISTANS OCTOBER 2012 WINTER AVALANCHE DISASTER LEFT THOUSANDS OF PEOPLE WITHOUT FOOD, SHELTER, AND SCHOOLS. THE GOVERNMENTS OF PAKISTAN AND AFGANISTAN, UN AGENCIES AND NON-GOVERNMENTAL ORGANIZATIONS PROVIDE IMMEDIATE NEEDS SUCH AS WATER AND SANITATION, NUTRITION, CHILD PROTECTION AND EDUCATION TO ASSIST WITH THE DISASTER RELIEF, AND THEN CAI WILL HELP PROVIDE FUNDS AND SIGNIFICANT SUPPORT TO SET UP TENT SCHOOLS, REBUILD SCHOOLS, AND PROVIDE EDUCATION OPPORTUNITIES TO THE COMMUNITIES AFFECTED.WOMENS VOCATIONAL CENTERS & LITERACY CENTERS: EMPOWERING WOMEN IN REMOTE VILLAGES IS AN IMPORTANT GOAL OF CAIS WORK. OVER THE YEARS, CAI HAS FUNDED AND SUPPORTED NUMEROUS WOMENS VOCATIONAL CENTERS THAT PROVIDE SKILLS TRAINING, EQUIPMENT AND MATERIALS. WOMEN CAN BE INDEPENDENTLY EARNING INCOME FROM THE SALE OF HANDICRAFTS AND CLOTHING TO HELP SUPPORT THEIR FAMILIES, WHICH STIMULATES THE LOCAL ECONOMY AND EMPOWERS WOMEN IN A SOCIETY WHERE THEIR OPPORTUNITIES ARE LIMITED. CAI HAS ALSO FOUND THAT, IN ADDITION TO BUILDING BASIC SKILLS AND LITERACY, THE CENTERS BECOME IMPORTANT PLACES FOR WOMEN TO COME TOGETHER IN THEIR COMMUNITIES, SHARE CONCERNS, AND SOLVE PROBLEMS.CAI HAS ALSO HELPED FUND THE SET UP AND SUPPORT OF LITERACY CENTERS THAT OFFER FREE LESSONS IN BASIC LITERACY, HYGIENE, SANITATION, AND NUTRITION. OFTEN A CENTER IS LOCATED IN WOMENS PRIVATE HOMES IN AFGHANISTAN, WHERE WOMEN CAN GATHER AND LEARN TO READ AND WRITE. CAI HAS FUNDED THE PAYMENT OF THE TEACHER AND COSTS OF THE TEXTBOOKS, NOTEBOOKS, PENCILS, AND ERASERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 570357 | Expense |
| Revenue | 15847 | Revenue |
| Description | CAIS GLOBAL OUTREACH PROGRAM: PROMOTES AWARENESS OF THE IMPORTANCE OF PRIMARY EDUCATION, LITERACY, AND CROSS-CULTURAL UNDERSTANDING ABOUT THE REMOTE MOUNTAIN REGIONS AND COMMUNITIES OF CENTRAL ASIA. THIS IS MANIFESTED AND ACHIEVED WITH THE WEBSITE, PUBLIC EVENTS, PUBLICATIONS, GLOBAL OUTREACH, THE PENNIES FOR PEACE PROGRAM AND GREG MORTENSONS BOOKS, "THREE CUPS OF TEA" AND "STONES INTO SCHOOLS".PENNIES FOR PEACE IS AN INTERNATIONAL SERVICE-LEARNING PROGRAM DESIGNED TO HELP STUDENTS BROADEN THEIR CULTURAL HORIZONS AND LEARN ABOUT THEIR CAPACITIES AS PHILANTHROPISTS. IT EDUCATES STUDENTS ABOUT THE WORLD BEYOND THEIR EXPERIENCE AND SHOWS THEM THAT THEY CAN MAKE A POSITIVE IMPACT ON A GLOBAL SCALE, ONE PENNY AT A TIME. STUDENTS LEARN THE REWARDS OF SHARING AND WORKING TOGETHER TO BRING HOPE AND EDUCATION OPPORTUNITIES TO THE CHILDREN IN PAKISTAN, AFGHANISTAN AND TAJIKISTAN. WHILE A PENNY IS VIRTUALLY WORTHLESS IN THE UNITED STATES, IN IMPOVERISHED COUNTRIES A PENNY BUYS A PENCIL AND OPENS THE DOOR TO LITERACY. LITERACY, FOR BOTH BOYS AND GIRLS, PROVIDES BETTER ECONOMIC OPPORTUNITIES IN THE FUTURE AND NEUTRALIZES THE POWER OF DESPOT MULLAHS AND OTHER EXTREMIST LEADERS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5678445 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 26 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER SIPES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4065857841 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MONTANA | AddressLine1 |
| City | BOZEMAN | City |
| State | MT | State |
| ZIP Code | 59715 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| STEVE BARRETT | |||||||
| BOARD CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| TALAT KHAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| FARID SENZAI | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| IRAM SHAH | |||||||
| BOARD VICE CHAIR | 1.00 | X | 0 | 0 | 0 | ||
| HOWARD T SLAYEN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PETER THATCHER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JOHN E WILLIAMSON | |||||||
| BOARD SECRETARY | 1.00 | X | 0 | 0 | 0 | ||
| KAREN MCCOWAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ABDUL JABBAR | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| JENNIFER SIPES | |||||||
| OPERATIONS DIRECTOR | 50.00 | 88040 | 0 | 18541 | X | ||
| ANNE BEYERSDORFER | |||||||
| INTERIM EXECUTIVE DIRECTOR | 50.00 | 93500 | 0 | 0 | X | ||
| GREG MORTENSON | |||||||
| CO-FOUNDER | 50.00 | 140577 | 0 | 35436 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 322117 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 53977 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COOLEY LLP | |||||
| 101 CALIFORNIA STREET 5TH FLOOR | SAN FRANCISCO | CA | 94111 | LEGAL | 424407 |
| CAPLIN & DRYSDALE | |||||
| ONE THOMAS CIRCLE NW SUITE 1100 | WASHINGTON | DC | 20005 | INDEMNIFICATION FEES | 406716 |
| COPILEVITZ & CANTER | |||||
| 310 W 20TH ST SUITE 300 | KANSAS CITY | MO | 64108 | LEGAL | 301985 |
| ALPHAGRAPHICS INC | |||||
| PO BOX 1088 | BOZEMAN | MT | 59771 | PRINTING | 172817 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 1273 | FundraisingEvents |
| All Other Contributions | 4002895 | AllOtherContributions |
| Noncash Contributions | 15950 | NoncashContributions |
| Total Contributions | 4004168 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 130720 | TotalRevenueColumn |
| Exclusion | $130,720 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2048412 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2048412 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 7903 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1273 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 7074 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 829 | TotalRevenueColumn |
| Exclusion | $829 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 15847 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15847 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15847 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SETTLEMENT EXP REIMBUR | Description |
| Total Revenue Column | 560000 | TotalRevenueColumn |
| Exclusion | $560,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 560000 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4711564 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15847 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $691,549 | ExclusionAmount |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4800599 | Total |
| Program Services | 4800599 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115931 | Total |
| Program Services | 3764 | ProgramServices |
| Management And General | 112167 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 563250 | Total |
| Program Services | 184795 | ProgramServices |
| Management And General | 328898 | ManagementAndGeneral |
| Fundraising | 49557 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97180 | Total |
| Program Services | 95680 | ProgramServices |
| Fundraising | 1500 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1016252 | Total |
| Management And General | 1016252 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147537 | Total |
| Management And General | 147537 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16773 | Total |
| Program Services | 16773 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8402 | Total |
| Program Services | 6742 | ProgramServices |
| Management And General | 1660 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10084 | Total |
| Management And General | 10084 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8664 | Total |
| Program Services | 6478 | ProgramServices |
| Management And General | 2186 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60505 | Total |
| Management And General | 60505 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188314 | Total |
| Program Services | 167440 | ProgramServices |
| Management And General | 20874 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129318 | Total |
| Program Services | 126186 | ProgramServices |
| Management And General | 3132 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18136 | Total |
| Management And General | 18136 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39201 | Total |
| Management And General | 39201 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PRINTING AND REPRODUCTI | 190251 | 119030 | 7968 | 63253 |
| POSTAGE AND DELIVERY | 175726 | 149976 | 94 | 25656 |
| FEES AND PERMITS | 80057 | 732 | 77852 | 1473 |
| REPAIRS AND MAINTENANCE | 14315 | 5452 | 8863 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6968 | Total |
| Program Services | 250 | ProgramServices |
| Management And General | 6718 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7687463 | Total |
| Program Services | 5678445 | ProgramServices |
| Management And General | 1858716 | ManagementAndGeneral |
| Fundraising | 150302 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3432646 | BOY |
| EOY | 1227314 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6207900 | BOY |
| EOY | 5198222 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14058 | BOY |
| EOY | 10000 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8496 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51505 | BOY |
| EOY | 23865 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 740779 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 83957 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 674958 | BOY |
| EOY | 656822 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15280783 | BOY |
| EOY | 15608297 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65931 | BOY |
| EOY | 24374 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25736277 | BOY |
| EOY | 22748894 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274611 | BOY |
| EOY | 203703 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194342 | BOY |
| EOY | 182256 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 468953 | BOY |
| EOY | 385959 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20238971 | BOY |
| EOY | 21066679 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5028353 | BOY |
| EOY | 1296256 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25267324 | BOY |
| EOY | 22362935 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25736277 | BOY |
| EOY | 22748894 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2975899 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 71511 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13101295 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13686792 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22149966 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15260360 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4004168 | CurrentTaxYear |
| Total | 68202581 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13101295 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13686792 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22149966 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15260360 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4004168 | CurrentTaxYear |
| Total | 68202581 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 68202581 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22884 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 609488 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 305083 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 251804 | CurrentTaxYearMinus1Year |
| Current Tax Year | 130720 | CurrentTaxYear |
| Total | 1319979 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 560000 | CurrentTaxYear |
| Total | 560000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 70082560 | TotalSupport |
| Gross Receipts From Admissions Etc | 633441 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97320 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98090 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 115000 | InvestmentCostOrOtherBasis |
| Book Value | 115000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 613792 | OtherCostOrOtherBasis |
| Depreciation | 76165 | Depreciation |
| Book Value | 537627 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11987 | OtherCostOrOtherBasis |
| Depreciation | 7792 | Depreciation |
| Book Value | 4195 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 656822 | TotalOfBookValueLandBuildings |
| Total Revenue | 4711564 | TotalRevenue |
| Total Expenses | 7687463 | TotalExpenses |
| Excess Or Deficit For Year | -2975899 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 71511 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 71511 | TotalAdjustments |
| Excess Or Deficit Per FS | -2904388 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4790149 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 71511 | NetUnrealizedGainsInvestments |
| Other Revenues | 7074 | OtherRevenues |
| Revenue Not Rptd F990 | 78585 | RevenueNotRptdF990 |
| Revenue Subtotal | 4711564 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4711564 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7694538 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 7075 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7075 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7687463 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7687463 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION EVALUATES ITS TAX POSITIONS THAT HAVE BEEN TAKEN OR ARE EXPECTED TO BE TAKEN ON INCOME TAX RETURNS TO DETERMINE IF AN ACCRUAL IS NECESSARY FOR UNCERTAIN TAX POSITIONS. AS OF SEPTEMBER 30, 2012 AND 2011, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. |
| EVENT EXPENSES ARE NETTED AGAINST REVENUE ON THE 990, BUT INCLUDED IN THE FUNCTIONAL EXPENSES ON THE AUDITED FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| AFGHANISTAN | 0 | 0 | PROGRAM SERVICES AND GRANTS | EMPOWERS COMMUNITIES IN AFGHANISTAN THROUGH EDUCATIONAL PROGRAMS BY PROVIDING BUILDING MATERIALS, SUPPLIES, EQUIPMENT, OPERATING EXPENSES AND SCHOLARSHIPS. | 2665025 |
| PAKISTAN | 0 | 0 | PROGRAM SERVICES AND GRANTS | EMPOWERS COMMUNITIES IN PAKISTAN THROUGH EDUCATIONAL PROGRAMS BY PROVIDING BUILDING SUPPLIES, SUPPLIES, EQUIPMENT, OPERATING EXPENSES AND SCHOLARSHIPS FOR EDUCATIONAL PURPOSES; WOMEN'S CENTERS AND PUBLIC HEALTH SUCH AS WATER PROJECTS, HEALTHCARE AND DISASTER RELIEF. | 1809074 |
| TAJIKISTAN | 0 | 0 | PROGRAM SERVICES AND GRANTS | EMPOWERS COMMUNITIES IN TAJIKISTAN THROUGH EDUCATIONAL PROGRAMS BY PROVIDING BUILDING MATERIALS, SUPPLIES, EQUIPMENT, OPERATING EXPENSES AND SCHOLARSHIPS. | 326500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 4800599 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 4800599 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (4 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| AFGHANISTAN | TO FURTHER STUDIES AND WORK RELATED TO PEACE THROUGH EDUCATION | 34380 | WIRE TRANSFER | BOOK |
| AFGHANISTAN | TO FURTHER STUDIES AND WORK RELATED TO PEACE THROUGH EDUCATION | 180000 | WIRE TRANSFER | BOOK |
| AFGHANISTAN | TO FURTHER STUDIES AND WORK RELATED TO PEACE THROUGH EDUCATION | 131000 | WIRE TRANSFER | BOOK |
| TAJIKISTAN | TO FURTHER STUDIES AND WORK RELATED TO PEACE THROUGH EDUCATION | 326500 | WIRE TRANSFER | BOOK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 4 | TotalNumberOf501c3Orgs |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| GRANTS FOR BUILDING MATERIALS, SUPPLIES AND TRANSPORTATION TO BUILD SCHOOLS, SCHOOL OPERATING EXPENSES INCLUDING TEACHERS SALARIES AND SUPPLIES, AND SCHOLARSHIPS. | AFGHANISTAN | 2 | 2319645 | WIRE TRANSFER | BOOK |
| GRANTS FOR BUILDING MATERIALS, SUPPLIES, LABOR AND TRANSPORTATION TO BUILD SCHOOLS, SCHOOL OPERATING EXPENSES INCLUDING TEACHERS SALARIES AND SUPPLIES, SCHOLARSHIPS, WOMEN'S CENTERS, PUBLIC HEALTH, WATER PROJECTS AND DISASTER RELIEF. | PAKISTAN | 7 | 1809074 | WIRE TRANSFER | BOOK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE ORGANIZATION HAS AFFILIATIONS WITH INDIVIDUALS AND INDEPENDENT PUBLIC ACCOUNTANTS WHO MONITOR AND REPORT GRANT FUNDS USED OUTSIDE OF THE UNITED STATES. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHICAGO CONVENTION | NameOfEvent1 |
| Gross Receipts Event1 | 9176 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 1274 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7902 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 7075 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 9176 | GrossReceiptsTotal |
| Charitable Contributions Total | 1274 | CharitableContributionsTotal |
| Gross Revenue Total Events | 7902 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 7075 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 7075 | DirectExpenseSummaryEvents |
| Net Income Summary | 827 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GREG MORTENSON | NamePerson |
| Base Compensation Filing Org | 140577 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 35436 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 176013 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 78 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15950 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | EXCHANGE PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BY-LAWS IN DECEMBER, 2011 AND ALSO UPDATED IT INTERNATIONAL EXPENDITURE POLICY TO FORMALIZE THE PROCESS FOR GRANTS TO INDIVIDUALS AND NGO'S. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED AND REVIEWED BY AN OUTSIDE CPA FIRM, IT IS REVIEWED BY CAI MANAGEMENT, THE AUDIT COMMITTEE, LEGAL COUNSEL, AND BY THE INDEPENDENT AUDITORS FIRM. A FINAL DRAFT IS PRESENTED TO THE BOARD OF DIRECTORS TO REVIEW BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ADDITION TO REQUIRED DISCLOSURES BY BOARD MEMBERS AND KEY EMPLOYEES OF POTENTIAL CONFLICTS OF INTEREST, CONFLICTS COMPLIANCE AND REVIEW IS CONSISTENTLY PLACED ON THE AGENDA OF EACH BOARD MEETING AND THE ORGANIZATIONS LAWYER REVIEWS ALL CONTRACTS, RELATIONSHIPS, AND OTHER TRANSACTIONS WITH OUTSIDE PARTIES FOR CONFLICT OF INTEREST ISSUES AND NECESSARY BOARD REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS A COMPENSATION COMMITTEE, WHICH APPROVES THE COMPENSATION OF ALL STAFF MEMBERS (INCLUDING STAFF THAT SERVE AS CO-FOUNDER, EXECUTIVE DIRECTOR, BOARD MEMBERS OR OFFICERS) ANNUALLY. THE PROCESS OF APPROVING SALARIES INCLUDES COMPILING COMPARABILITY DATA FOR SALARIES PAID BY ORGANIZATIONS OF SIMILAR SIZE, LOCATION, SCOPE, AND PURPOSE (AMONG OTHER FACTORS) AND APPLYING THAT DATA TO DETERMINE THAT ALL SALARIES AND COMPENSATION IS REASONABLE. THE ORGANIZATION HAS A WRITTEN EMPLOYMENT CONTRACT WITH THE CO-FOUNDER AND EXECUTIVE DIRECTOR WHICH WAS APPROVED BY THE BOARD OF DIRECTORS AND THE COMPENSATION COMMITTEE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE BY REQUEST TO THE PUBLIC. THE AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON OUR WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 71,511. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 990 PART XII, LINE 2C - THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL ASIA INSTITUTE CANADA | BusinessNameLine1 |
Address Foreign AddressForeign
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 390 BAY STREET SUITE 1202 | AddressLine1 |
| City | TORONTO | City |
| Province Or State | ONTARIO | ProvinceOrState |
| Country | CA | Country |
| Postal Code | M5H2Y2 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PROVIDE EDUCATIONAL SUPPORT IN CENTRAL ASIA | PrimaryActivities |
| Legal Domicile Foreign Country | CA | LegalDomicileForeignCountry |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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