2024-06-05T16:57:30-04:00 2022-12-31 113196893 Skinnon and Faber CPAs PC 700 Veterans Memorial Hwy Ste 210 HAUPPAUGE NY 11788 990 2022-01-01 270726059 CAPITAL INSTITUTE CAPI PO BOX 22 STONINGTON CT 06378 JOHN FULLERTON CEO 2037691191 2024-05-13 true JOHN FULLERTON Michele Adamczyk CPA P01715720 6318511201 2024-06-05 0 11 AAL2 IAL1 2022 2023-04-26 12:10:37Z 727311 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. 6 5 1 0 0 169032 505126 60000 185758 0 5400 36427 234432 727311 15000 0 0 40202 45387 0 2347 275760 725332 330962 770719 -96530 -43408 25348 48969 427622 494651 -402274 -445682 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 666833 727185 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. 666833 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 false false false false false false true false false false false false false false false false false false false false false true 7 0 true 1 true false false false false false false false false false false false false false false false false false X 6 5 false false 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 35.00 0.00 X 9606 0 5370 RICHARD ZIMMERMAN DIRECTOR 0.10 0.00 X 0 0 0 NORA BATESON DIRECTOR 0.10 0.00 X 0 0 0 VINCENT STANLEY DIRECTOR 0.10 0.00 X 0 0 0 CAROLINE MACGILL DIRECTOR 0.10 0.00 X 0 0 0 JONATHAN ROSE DIRECTOR 0.10 0.00 X 0 0 0 9606 0 5370 0 false false false 126 505000 505126 COURSE CONTENT CREATION 541900 185758 185758 185758 FISCAL SPONSORSHIP FEES 561000 28500 28500 SPEAKING ENGAGEMENT FEE 561000 5000 5000 REIMBURSEMENT 561499 2927 2927 36427 727311 222185 0 0 X 14976 13478 1498 29209 26288 2921 1202 1082 120 17155 17155 676324 610029 66295 3648 3283 365 104 94 10 415 374 41 11736 8802 587 2347 9429 9429 415 415 558 558 DUES AND SUBSCRIPTIONS 559 503 56 BANK CHARGES 1767 1767 COMPUTER AND SOFTWARE 3222 2900 322 770719 666833 101539 2347 23093 47828 700 4058 2917 1555 1141 25348 48969 57034 14634 370588 480017 427622 494651 X -402274 -453874 8192 -402274 -445682 25348 48969 -43408 0 X true X false false false X 597734 283517 262534 234432 727185 2105402 597734 283517 262534 234432 727185 2105402 887883 1217519 57 201 45 303 1850 65400 222185 289435 2395140 0.50830 0.50090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4058 2917 1141 1141 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, 2022. EUROPE INCLUDING ICELAND AND GREENLAND TO SUPPORT REGENERATIVE ECONOMIC ACTIVIT 275000 WIRE TRANSFER false false false false false false LEVEL 3 CAPITAL ADVISORS LLC FAMILY OWNERSHIP X 224962 262342 false true true THE FULLERTON FAMILY FOUNDATION FAMILY OWNERSHIP X 205666 217675 false true true 480017 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. List of other fees for services expenses Part IX line 11g OTHER PROFESSIONAL FEES:CONSULTING AND PROFESSIONAL SERVICES - $676,324