2024-11-12T14:04:59-06:00 2023-12-31 135565207 KPMG LLP 3800 CENTERPOINT DRIVE SUITE 200 ANCHORAGE AK 99503 990 2023-01-01 920088631 CALISTA EDUCATION AND CULTURE INC CALI 9072752800 5015 BUSINESS PARK BLVD STE 3000 ANCHORAGE AK 99503 DENISE BROWN CHYTHLOOK EXE. DIRECTOR 9072752814 2024-11-12 1 0 JULIE SCHRECENGOST P00146956 9072651200 2023 2024-10-15 13:58:12Z DENISE BROWN CHYTHLOOK 5015 BUSINESS PARK BLVD ANCHORAGE AK 99503 4748841 0 X WWW.CALISTAEDUCATION.ORG X 1980 AK SEE SCHEDULE O - TO PROVIDE FINANCIAL ASSISTANCE TO ALASKA CALISTA CORP SHAREHOLDERS AND DESCENDANTS TO ENABLE RECIPIENTS TO PARTICIPATE IN FORMAL STUDY TO IMPROVE THE STATUS OF ALASKA NATIVES 7 3 35 38 0 0 2249784 2633572 0 0 123713 134635 -27227 -26934 2346270 2741273 459710 412972 0 0 742487 1161364 0 0 0 833291 1028677 2035488 2603013 310782 138260 4256315 4615589 127534 96683 4128781 4518906 X THE ORGANIZATION SERVES A CHARITABLE CLASS, TO PROVIDE FINANCIAL ASSISTANCE TO CALISTA CORPORATION ("CALISTA") SHAREHOLDERS AND DESCENDANTS TO ENABLE RECIPIENTS TO PARTICIPATE IN CONTINUING EDUCATIONAL ACTIVITIES INCLUDING FORMAL PROGRAMS OF STUDY AND COURSESDIRECTED AT IMPROVING THE STATUS OF ALASKA NATIVES THROUGH EDUCATION; TO PROVIDE BURIAL ASSISTANCE; TO PROVIDE AND PROMOTE CULTURAL, HISTORICAL AND EDUCATIONAL PROGRAMS; TO DISCOVER, RECORD, PRESERVE, AND ADVANCE KNOWLEDGE AND PUBLIC AWARENESS OF THE NATIVE CULTURES OFTHE CALISTA REGION, NAMELY THE HISTORY, LANGUAGES, CUSTOMS, ARTS, AND ACHIEVEMENTS OF THE PEOPLE OF THE CALISTA REGION; TO STUDY THE NEEDS AND ASPIRATIONS OF CALISTA'S SHAREHOLDERS AND DESCENDANTS AND WORK TO FULFILL THE MISSION TO CELEBRATE AND PROMOTE "YUUYARAQ," THETRADITIONAL/CULTURAL WAY OF BEING IN THE CALISTA REGION WHICH INSPIRES AND ENCOURAGES OUR PEOPLE TO ACHIEVE THEIR DREAMS THROUGH EDUCATION. 0 0 308625 308625 SCHOLARSHIP GRANTS: THE PURPOSE OF THE SCHOLARSHIPS PROGRAM IS TOPROVIDE FINANCIAL ASSISTANCE TO CALISTA CORPORATION ("CALISTA")SHAREHOLDERS AND DESCENDANTS TO ENABLE RECIPIENTS TO PARTICIPATEIN CONTINUING EDUCATIONAL ACTIVITIES INCLUDING FORMAL PROGRAMS OFSTUDY AND COURSES DIRECTED AT IMPROVING THE STATUS OF ALASKANATIVES THROUGH EDUCATION. 104348 104348 BURIAL ASSISTANCE: THE PURPOSE OF THE BURIAL ASSISTANCE PROGRAM ISTO PROVIDE ASSISTANCE TO IMMEDIATE FAMILY MEMBERS (MOTHER, FATHER,BROTHER, SISTER, SON OR DAUGHTER) OR A SPOUSE MAKING ARRANGEMENTSFOR THE FINAL RESTING PLACE OF A DECEASED CALISTA CORPORATIONVOTING SHAREHOLDER OR DESCENDANT OF AN ORIGINAL SHAREHOLDER. 1742781 OTHER EDUCATIONAL AND CULTURAL PRESERVATION PROJECTS 2155754 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 47 0 1 35 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 3 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 AK X THE FORAKER GROUP 9077431200 161 KLEVIN STREET SUITE 101 ANCHORAGE AK 99508 ANDREW GUY SECRETARY 1.00 40.00 X X 0 564943 516595 TISHA KUHNS BOARD MEMBER 1.00 40.00 X 0 204225 11615 EARL SAMUELSON SR TREASURER 1.00 3.00 X X 0 56400 0 JOHNNIE EVAN CHAIRMAN 1.00 3.00 X X 0 53220 0 MOSES WHITE SR VICE CHAIRMAN 1.00 0.00 X X 0 0 0 NICK ANDREW SR BOARD MEMBER 1.00 0.00 X 0 0 0 FLORA PAUKAN BOARD MEMBER 1.00 0.00 X 0 0 0 REA BAVILLA PRESIDENT/CEO 40.00 0.00 X 101566 0 25186 101566 878788 553396 1 0 1 0 DALE COPE 5015 BUSINESS PARK BLVD STE 3000 ANCHORAGE AK 99503 GRANT EVALUATION AND SUPPORT SERVICES 112500 1 110289 362400 1908510 252373 3876 2633572 109886 109886 628 628 1987920 1963171 24749 24749 24749 14400 110289 44397 -29997 -29997 1635 0 1635 1635 MISC INCOME 900099 800 800 800 2741273 0 0 107701 X 412972 412972 126752 95064 31688 833848 667313 166535 9375 7310 2065 107270 74112 33158 84119 67842 16277 61859 61859 25625 25625 294794 279770 15024 95232 89066 6166 143420 120229 23191 267112 238248 28864 15010 11197 3813 MISC EXPENSE 73288 49869 23419 STIPEND 27775 18200 9575 PUBLICATION COSTS 24562 24562 2603013 2155754 447259 0 994963 1850166 198472 247153 362400 6248 54048 2690139 2460129 4093 4093 4256315 4615589 127534 96683 127534 96683 X 2608549 3328589 1520232 1190317 4128781 4518906 4256315 4615589 138260 251865 0 X 1 X 1 X 1 1 1 X 3429640 4629708 2384383 2250487 2633572 15327790 3429640 4629708 2384383 2250487 2633572 15327790 4344164 10983626 336579 281002 81665 76178 112149 887573 21593 21593 21593 24192 0 88971 16304334 85508 0.67370 0.67010 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME OTHER INCOME 2019 AMOUNT: $ 21,593. 2020 AMOUNT: $ 21,593. 2021 AMOUNT: $ 21,593. 2022 AMOUNT: $ 24,192. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3023971 251865 251865 2772106 25625 -56458 -30833 2741273 2633846 56459 56459 2577387 25625 25625 2603012 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASS -40,520. FUNDRAISING EXPENSE RECLASS -3,876. ADDITIONAL REVENUES NOT IN AFS -12,062. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE RECLASS 3,876. FUNDRAISING EXPENSE RECLASS 40,520. ADDITIONAL EXPENSES NOT INCLUDED IN AFS 12,062. ROUNDING ADJUSTMENT 1. GOLF TOURNEY 124689 110289 14400 3876 10608 9932 19981 124689 110289 14400 3876 10608 9932 19981 44397 -29997 1 SCHOLARSHIP 250 308625 BURIAL ASSISTANCE 199 104348 GENERAL INFORMATION ON GRANTS AND ASSISTANCE SCHEDULE I, PART I, LINE 2 SCHOLARSHIP PROGRAM: SCHOLARSHIP FUNDS ARE AWARDED BASED ON SUCCESSFUL COMPLETION OF THE PROGRAM REQUIREMENTS AND SENT DIRECTLY TO THE SCHOOL OF CHOICE. SCHOLARSHIP APPLICANTS COMPLETE AND SUBMIT APPLICATIONS ONLINE OR VIA MAIL BY THE DEADLINE PROVIDED. LATE OR INCOMPLETE APPLICATIONS ARE NOT REVIEWED OR CONSIDERED. COMPLETE APPLICATIONS ARE REVIEWED AND ELIGIBILITY IS DETERMINED. IF THE SCHOLARSHIP APPLICATION IS APPROVED FOR AN AWARD, THE APPLICANT IS CONTACTED FOR ACCEPTANCE. IF THEY ACCEPT THE AWARD, THE SCHOLARSHIP IS ISSUED DIRECTLY TO THE SCHOOL THEY WILL ATTEND. SCHOLARSHIP AWARDEES MUST MAINTAIN A GPA OF 2.0 OR HIGHER TO REMAIN ELIGIBLE AND MAINTAIN A FULLTIME OR PARTTIME ENROLLMENT STATUS DURING THE SEMESTER THEY RECEIVE THE SCHOLARSHIP AWARD. A COPY OF THE APPLICATION IS AVAILABLE UPON REQUEST. BURIAL ASSISTANCE: APPLICANTS FOR BURIAL ASSISTANCE COMPLETE AN APPLICATION REQUIRING PROOF OF DEATH AND DOCUMENTATION OF IDENTITY. IF APPROVED, THE APPLICANT IS ISSUED $500 TO USE FOR FUNERAL RELATED EXPENSES. A COPY OF THE APPLICATION IS AVAILABLE UPON REQUEST. GRANTS: GRANT FUNDS ARE USED IN ACCORDANCE WITH THE APPROVED GRANT PROJECT BUDGET BY THE GRANTING AGENCY AND IN ALIGNMENT WITH THE GRANT REQUIREMENTS. X X 0 0 0 0 0 0 0 0 0 0 ANDREW GUY SECRETARY 0 105644 0 459299 0 0 0 516595 0 0 0 1081538 0 0 TISHA KUHNS BOARD MEMBER 0 177063 0 27162 0 0 0 11615 0 0 0 215840 0 0 PART II COLUMNS (B)(I) THROUGH (III) ARE AN ESTIMATED ALLOCATION. DETAILED RECORDS AVAILABLE AT TAXPAYER'S OFFICE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B PROCESS FOR REVIEWING THE FORM 990 DENISE BROWN-CHYTHLOOK (EXECUTIVE DIRECTOR) AND TOBY SMITH (THE FORAKER GROUP) REVIEW THE FORM 990 PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR REVIEWING CONFLICT OF INTEREST POLICY THE ORGANIZATION HAS TWO CONFLICT OF INTEREST POLICIES, THE FIRST POLICY COVERS OFFICERS AND DIRECTORS AND THE SECOND POLICY COVERS ALL OTHER EMPLOYEES. EACH OFFICER AND DIRECTOR COMPLETES AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AND SIGNS AN ANNUAL DISCLOSURE STATEMENT WHICH AFFIRMS THAT THEY RECEIVED A COPY OF THE POLICY, HAVE READ AND UNDERSTAND THE POLICY, HAVE AGREED TO COMPLY WITH THE POLICY, AND HAVE COMPLETED THE QUESTIONNAIRE. ALL OTHER EMPLOYEES COMPLETE A CONFLICT OF INTEREST FORM WHEN HIRED, WHICH INCLUDES AN AGREEMENT TO FILE A NEW FORM WITHIN 30 DAYS OF ANY CHANGES TO THE INFORMATION REPORTED. WHEN A POTENTIAL CONFLICT IS IDENTIFIED, THE EMPLOYEE'S SUPERVISOR AND THE PRESIDENT/CEO WORK WITH HUMAN RESOURCES AND GENERAL COUNSEL TO DETERMINE WHETHER A CONFLICT EXISTS. THE BOARD REVIEWS ANY CONFLICTS IDENTIFIED. AFTER DISCLOSURE OF THE CONFLICT AND ALL MATERIAL FACTS, ANY INTERESTED PERSONS SHALL LEAVE THE BOARD MEETING WHILE THE TRANSACTION IS DISCUSSED AND VOTED UPON. THE DISINTERESTED BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION OF CEO OR KEY EMPLOYEES THE FORAKER GROUP SALARY SURVEY PUBLICATION IS REFERENCED TO DETERMINE THE SALARY RANGE FOR A POSITION. AFTER THE SURVEY DATA IS REVIEWED, PROPOSED SALARIES ARE APPROVED BY THE BOARD. THE BOARD'S PROCESS IS DOCUMENTED IN THE BOARD MINUTES. THIS PROCESS WAS LAST UNDERTAKEN FOR THE CEO IN 2024. THERE ARE CURRENTLY NO OTHER PAID OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. THE ANNUAL BUDGET, WHICH INCLUDES SALARIES FOR ALL POSITIONS, IS APPROVED BY THE BOARD ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 PROCESS FOR MAKING CERTAIN DOCUMENTS AVAILABLE TO THE PUBLIC CALISTA EDUCATION AND CULTURE (CECI) DOES NOT MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS OR POLICIES AVAILABLE TO THE PUBLIC, EXCEPT FOR THE SCHOLARSHIP APPLICATION FORM AND THE REQUIRED CRITERIA FOR APPLICATION. TO DATE, (CECI) HAS NOT RECEIVED ANY REQUEST TO EXAMINE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS, HOWEVER, THIS INFORMATION COULD BE PROVIDED IF A REQUEST WAS MADE IN WRITING AND THE REQUESTER HAD A VIABLE REASON FOR EXAMINING SUCH DOCUMENTS. THE SCHOLARSHIP APPLICATION IS POSTED ON THE CALISTA CORPORATION AND CECI WEBSITE AND IS ALSO AVAILABLE IN THE RECEPTION AREA OF CALISTA CORPORATION, WHERE SHAREHOLDERS AND DESCENDANTS CAN ALSO EXAMINE JOB POSTINGS AND SUBMIT DATA FOR THE CALISTA TALENT BANK. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 279,770. MANAGEMENT AND GENERAL EXPENSES 15,024. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 294,794. CALISTA CORPORATION 5015 BUSINESS PARK BLVD STE 3000 ANCHORAGE AK 99502 920042507 INVESTMENTS AK C 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 CALISTA CORPORATION C 362400 FMV CALISTA CORPORATION K 74394 FMV