2024-11-13T09:02:35-05:00 2023-12-31 113196893 Skinnon and Faber CPAs PC 700 Veterans Mem Hwy Ste 210 HAUPPAUGE NY 11788 990 2023-01-01 270726059 CAPITAL INSTITUTE CAPI PO BOX 22 STONINGTON CT 06378 JOHN FULLERTON CEO 2037691191 2024-05-09 true true Michele Adamczyk CPA P01715720 6318511201 2024-11-13 2023 2024-10-15 13:58:12Z 764476 false X WWW.CAPITALINSTITUTE.ORG X 2010 NY THE MISSION OF THE ORGANIZATION IS TO EXPLORE AND EFFECT ECONOMIC TRANSITION TO A MORE JUST, RESILIENT, AND SUSTAINABLE WAY OF LIVING ON THIS EARTH THROUGH THE TRANSFORMATION OF FINANCE. 4 3 1 0 0 505126 419360 185758 314777 0 36427 30339 727311 764476 329000 0 45387 48400 0 2064 725332 359441 770719 736841 -43408 27635 48969 53087 494651 471134 -445682 -418047 THE MISSION OF THE ORGANIZATION IS TO EXPLORE AND EFFECT ECONOMIC TRANSITION TO A MORE JUST, RESILIENT, AND SUSTAINABLE WAY OF LIVING ON THIS EARTH THROUGH THE TRANSFORMATION OF FINANCE. false false 656141 764476 TO ADVANCE HOLISTIC EDUCATION ON CAPITAL MARKETS AND FINANCE; TO PROVIDE RESOURCE FOR EDUCATORS, INDUSTRY AND OTHER PROFESSIONAL TO ADVANCE MULTI-DISCIPLINARY, HOLISTIC APPROACH TO FINANCE; TO PROVIDE GRANTS FOR RESEARCH AND STUDY OF THE FUNDAMENTALS OF THE CAPITAL MARKETS OF THE FUTURE. 656141 true true false false false false false false false false true false false false false true false false false false false true false false false false false true false false false false false true false false false false false false false false false false false false false false true 8 0 1 true false false false false false false false false false false false false false false false false false X 4 3 false true false false false false false true true false false true true true true true true true false false NY X JOHN FULLERTON 2037691191 PO BOX 22 STONINGTON CT 06378 JOHN FULLERTON PRESIDENT & CEO 25.00 0.00 X 9606 0 37763 NORA BATESON DIRECTOR 0.10 0.00 X 0 0 0 VINCENT STANLEY DIRECTOR 0.10 0.00 X 0 0 0 JONATHAN ROSE DIRECTOR 0.10 0.00 X 0 0 0 9606 0 37763 0 false false false 419360 419360 Regen Econ Courses 541900 314777 314777 314777 FISCAL SPONSORSHIP FEES 561000 21000 21000 SPEAKING ENGAGEMENT FEE 561000 9339 9339 30339 764476 345116 0 0 235000 235000 94000 94000 14976 13478 1498 32393 29154 3239 1031 928 103 228013 205212 22801 2550 2550 18730 18730 21647 20300 1347 12720 11448 1272 4221 3799 422 480 432 48 10321 7741 516 2064 9990 9990 415 415 456 456 DUES AND SUBSCRIPTIONS 699 629 70 MERCHANT AND BANK CHARGES 14692 14692 COMPUTER AND SOFTWARE 4867 4380 487 Course Management and Develo 29640 29640 736841 656141 78636 2064 47828 42133 10000 228 4058 3332 1141 726 48969 53087 14634 16367 480017 454767 494651 471134 X -453874 -471532 8192 53485 -445682 -418047 48969 53087 27635 0 X true X false false false X 283517 262534 234432 727185 258110 1765778 283517 262534 234432 727185 258110 1765778 774553 991225 201 45 246 65400 222185 486116 773701 2539725 0.39030 0.50830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4058 3332 726 726 X Footnote for uncertain tax position under FIN 48 (Part X) The Organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code and classified by the internal revenue service as other than a private foundation. The organization has evaluated its activities for uncertain tax positions and has determined that there were no uncertain tax positions for the year ended December 31, 2023. Europe including Iceland and Greenland TO SUPPORT REGENERATIVE ECONOMIC ACTIVIT 94000 WIRE TRANSFER 1 1 false false false false false false false CUSTODY PEACE CORP 7040 AVENIDA Carlsbad CA 92011 862069646 94000 upport charitable and educational activi CO-OP POWER INC 296 Nonotuck Street Ste4 Northampton MA 01062 202201642 141000 To promote sustainable ways of living LEVEL 3 CAPITAL ADVISORS LLC FAMILY OWNERSHIP X 224962 242852 false true true The Twin Beech Trust Inc FAMILY OWNERSHIP X 205666 211915 false true true 454767 Management duties delegation Part VI line 3 THE ORGANIZATION HAS CONTRACTED A CONSULTANT TO ASSIST WITH MANAGEMENT AND OPERATIONS SUPPORT. SERVICES ARE OVERSEEN BY THE CEO/PRESIDENT. Form 990 governing body review Part VI line 11 THE PROCESS USED TO REVIEW FORM 990 CONSISTS OF THE PRESIDENT REVIEWING A NEAR-FINAL DRAFT OF THE DOCUMENT AND THEN FORWARDING IT TO THE ENTIRE BOARD FOR REVIEW. ANY CHANGES TO THE DOCUMENT ARE CONVEYED TO THE PRESIDENT OF THE ORGANIZATION, WHO PROVIDES FINAL REVIEW AND APPROVAL. THE SIGNED DOCUMENT IS THEN SENT TO THE ACCOUNTING FIRM FOR COMPLETION AND PROCESSING. Conflict of interest policy compliance Part VI line 12c EACH DIRECTOR, PRINICPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUAL SHALL SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; B) HAS READ AND UNDERSTANDS THE POLICY; C) HAS AGREED TO COMPLY WITH THE POLICY; D) UNDERSTANDS CAPITAL INSTITUTE IS A NONPROFIT ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. CEO executive director top management comp Part VI line 15a THE ORGANIZATION DETERMINED THAT IT WOULD BE APPROPRIATE TO COMPENSATE THE PRESIDENT/CEO. A MINIMAL SALARY WAS AGREED UPON. Governing documents etc available to public Part VI line 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.