2026-08-05T09:33:51-05:00 2025-12-31 721434223 MASSEY & CO PARTNERS LLC 333 TEXAS STREET SUITE 700 SHREVEPORT LA 71101 990 2025-01-01 203622669 CADDO LAKE INSTITUTE INC CADD 3186772516 PO BOX 230 KARNACK TX 75661 LAURA ASHLEY OVERDYKE EXECUTIVE DIRECTOR 3186772516 2026-07-30 1 C SCOTT MASSEY CPA P00042109 3182209939 X 2025 2025-03-06 01:10:19Z LAURA ASHLEY OVERDYKE 400 EDWARDS ST SHREVEPORT LA 71101 2440799 0 X WWW.CADDOLAKEINSTITUTE.ORG X 2005 TX SEE SCHEDULE O 6 6 2 0 0 0 330281 1668690 0 625 258798 39551 0 14463 589079 1723329 0 0 0 0 193612 189631 0 0 29354 227667 372323 421279 561954 167800 1161375 1574431 2808916 1974 1303 1572457 2807613 CADDO LAKE INSTITUTE, INC. IS A NON-PROFIT SCIENTIFIC AND EDUCATIONAL CORPORATION WITH THE MISSION OF PROTECTING THE ECOLOGICAL, CULTURAL AND ECONOMIC INTEGRITY OF CADDO LAKE, ITS ASSOCIATED WETLANDS, AND SURROUNDING PLANT AND WILDLIFE HABITATS. 0 0 455368 625 SCIENTIFIC, CONSERVATION, AND EDUCATION 455368 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X CADDO LAKE INSTITUTE INC 3186772516 PO BOX 230 KARNACK TX 75661 X CHRISTOPHER CAMPBELL DIRECTOR 1.00 X 0 0 0 JERRY CARGILL DIRECTOR 1.00 X 0 0 0 SANDRA HAVERLAH SECRETARY 2.00 X X 0 0 0 DON HENLEY PRESIDENT 5.00 X X 0 0 0 J MARSHALL JONES JR TREASURER 3.00 X X 0 0 0 RICK MICHAELS DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1668690 1385000 1668690 ADMIN FEE 561000 625 625 625 30022 30022 125299 601700 117990 599480 7309 2220 9529 9529 REIMBURSEMENT - FISH & 900099 14000 14000 REFUND - CARR RIGS 900099 250 250 REFUND - BROWN & BROWN 900099 213 213 14463 1723329 625 0 54014 X 130000 71500 45500 13000 31933 12697 12697 6539 4858 2526 1746 586 10452 5435 3756 1261 12388 6441 4452 1495 4052 3211 630 211 210377 210049 153 175 57808 57458 350 3758 2957 693 108 7815 6058 1757 6115 2448 2448 1219 13782 10914 1613 1255 1793 1793 5913 5913 PROGRAM SUPPLIES 27472 27472 MEALS 7119 7119 INVESTMENT FEES - FIDEL 7002 7002 DUES & SUBSCRIPTIONS 5333 2149 2149 1035 13984 12226 1395 363 561954 455368 77232 29354 22282 141764 63300 30040 631394 33260 890755 1218892 29000 29000 1000 1386000 1574431 2808916 1974 1303 1974 1303 X 1572457 2807613 1572457 2807613 1574431 2808916 1161375 72782 999 0 X 0 0 0 X 367835 834784 328620 330281 1668690 3530210 367835 834784 328620 330281 1668690 3530210 3530210 356 3687 31905 29951 30022 95921 97 97 3626228 0.97350 0.95770 X PART II, LINE 10 - OTHER INCOME DETAIL OTHER INCOME $97 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125587 12542 4 138125 116477 12963 3000 51 125587 107345 9924 793 116477 100000 7470 125 107345 0 0 24540 24540 11019 4299 6720 27741 25741 2000 33260 FIDELITY - 172551 138125 F FIDELITY - 351292 1080767 F 1218892 MITIGATION BANK 1385000 DEPOSITS 1000 1386000 PART V, LINE 4: THE BOARD DESIGNATED ENDOWMENT WAS ESTABLISHED THROUGH THE 1919 INVESTMENT COUNSEL, WITH A MUTUALLY AGREED UPON FEE, USING A RESPONSIVE INVESTMENT GUIDE. THE INVESTMENTS MUST MEET THE BOARD'S INVESTMENT POLICY. THE MAJORITY OF THE BOARD MUST APPROVE OF ANY DECISION TO CHANGE INVESTMENT COMPANIES. X MITIGATION BANK 1 1385000 INDEP. APPRAISAL 0 0 0 FORM 990 - ORGANIZATION'S MISSION CADDO LAKE INSTITUTE, INC. IS A NON-PROFIT SCIENTIFIC AND EDUCATIONAL CORPORATION WITH THE MISSION OF PROTECTING THE ECOLOGICAL, CULTURAL AND ECONOMIC INTEGRITY OF CADDO LAKE, ITS ASSOCIATED WETLANDS, AND SURROUNDING PLANT AND WILDLIFE HABITATS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE CHAIRMAN OF THE BOARD, THE TREASURER OF THE BOARD, AND THE EXECUTIVE DIRECTOR PRIOR TO FILING WITH THE IRS. THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS CONFLICT OF INTEREST POLICY ON FILE AND IS AVAILABLE FOR PUBLIC INSPECTION. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH THE GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE SALARIES OF THE EXECUTIVE DIRECTOR AND KEY PERSONNEL ARE LINE ITEMS ON THE BUDGET THAT ARE PRESENTED ANNUALLY TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDES FORM 1023, FORM 990, AND FORM 990T ON ITS WEBSITE FOR PUBLIC INSPECTION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. FORM 990, PART IX, LINE 11G COLLABORATION& CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 210,049. MANAGEMENT AND GENERAL EXPENSES 153. FUNDRAISING EXPENSES 175. TOTAL EXPENSES 210,377.