2025-04-03T07:12:43-05:00 2024-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990EZ 2024-01-01 822514581 CAPITAL INNOVATION LAB INC CAPI 8023730340 13 KETTLE CREEK ROAD JERICHO VT 05465 JANICE SHADE EXEC DIR/AUTHORIZED TAX OFFICER 8023730340 2025-04-01 1 0 CONNIE FELLION P01875413 8026581808 2025-04-01 2024 2025-03-06 01:10:19Z X WWW.INNOVATECAPITAL.ORG X X 140351 X 120557 19750 44 140351 96130 45313 14 16507 157964 -17613 22853 0 5240 X 21332 10097 2646 1321 23978 11418 1125 6178 22853 5240 X EDUCATION AND RESEARCH MONEY MAP EDUCATIONA. SERVICES PROVIDED: FINAL DEVELOPMENT OF THE MONEY MAP OPEN ACCESS PROGRAM FOR WOMEN/BIPOC/RURAL/SOCIAL ENTREPRENEURS AND OTHERS MARGINALIZED BY TRADITIONAL CAPITAL SYSTEMS, AND DELIVERY OF EDUCATIONAL PROGRAMS TO THREE COHORTS OF WOMEN ENTREPRENEURS IN VERMONT.B. NUMBER OF PERSONS BENEFITTED: 30+ WOMEN ENTREPRENEURS IN VERMONT RECEIVED DIRECT MONEY MAP TRAINING, IN PARTNERSHIP WITH VERMONT WOMEN'S FUND AND CENTER FOR WOMEN AND ENTERPRISE. THE MONEY MAP OPEN ACCESS MATERIALS ARE AVAILABLE TO THE PUBLIC WITH THE POTENTIAL TO REACH THOUSANDS OF ENTREPRENEURS ACROSS THE U.S.C. OTHER RELEVANT INFORMATION: FOLLOWING THE SUCCESSFUL LAUNCH OF THE MONEY MAP'S OPEN ACCESS WEB-BASED CURRICULUM AND RESOURCES IN 2024, WE WILL EXPLORE PARTNERSHIP WITH A MISSION-ALIGNED ORGANIZATION TO DISTRIBUTE THE MONEY MAP TO ENTREPRENEURS AND ENTREPRENEUR SUPPORT ORGANIZATIONS ACROSS THE U.S.. 0 42618 LOCAL RETURNA. SERVICES PROVIDED: STRATEGIC AND FINANCIAL CONSULTANCY LEADING TO THE LAUNCH OF THE LOCAL RETURN DIVERSIFIED INVESTMENT FUND, A PROGRAM OF THE RHODE ISLAND COMMUNITY INVESTMENT COOPERATIVE (RICIC).B. NUMBER OF PERSONS BENEFITTED: FOUR FOUNDERS/BOARD MEMBERS OF LOCAL RETURN, PLUS COMMUNITY WEALTH BUILDING OPPORTUNITES FOR UP TO 500 RI RESIDENTS AND ACCESS TO CAPITAL FOR APPROXIMATELY 10-15 ENTREPRENEURS OVER THE FIRST 2-3 YEARS OF OPERATION. C. OTHER RELEVANT INFORMATION: THIS PROJECT BEGAN IN LATE 2023 WITH THE BULK OF THE WORK OCCURRING IN 2024. 0 25621 68239 NICOLAS GUNKEL DIRECTOR 1.00 0 0 0 JANICE SHADE EXEC DIR/AUTHORIZED TAX OF 40.00 78750 3000 0 STEPHEN FILLER CHAIR 2.00 0 0 0 PAM SUGARMAN SECRETARY 1.00 0 0 0 ROBERT PHILLIPS VICE CHAIR 1.00 0 0 0 ALYSSA STANKIEWICZ TREASURER 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANICE SHADE 13 KETTLE RD JERICHO VT 05465 8023730340 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 58365 47950 128961 110461 113606 459343 1750 10000 3489 61481 19750 96470 60115 57950 132450 171942 133356 555813 25000 32125 128961 63461 84333 333880 5000 5000 25000 37125 128961 63461 84333 338880 216933 3 2 5 28 44 82 3 2 5 28 44 82 16 6 22 60118 57952 132471 171976 133400 555917 0.39020 0.43710 0.00010 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: INTEREST. AMOUNT: 44. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BUSINESS FEES. AMOUNT: 200. DESCRIPTION: CONFERENCE, CONVENTION, MEETING. AMOUNT: 1,617. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 995. DESCRIPTION: PROFESSIONAL DEVELOPMENT. AMOUNT: 65. DESCRIPTION: TRAVEL. AMOUNT: 682. DESCRIPTION: WEBSITE. AMOUNT: 5,797. DESCRIPTION: INTEREST. AMOUNT: 185. DESCRIPTION: FISCAL SPONSORSHIP FEES. AMOUNT: 15. DESCRIPTION: TRANSFER OF FUNDS TO NEW FISCAL SPONSOR. AMOUNT: 6,951. TOTAL TO FORM 990-EZ, LINE 16: 16,507. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 321. END OF YEAR AMOUNT: 321. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,325. END OF YEAR AMOUNT: 1,000. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 1,125. END OF YEAR AMOUNT: 94. DESCRIPTION: LINE OF CREDIT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,084. 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.