Nonprofit · EIN 27-0726059
CAPITAL INSTITUTE
Tax-exempt · STONINGTON, CT 06378
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $388,323 | $249,499 | $138,824 | $160,897 | $440,120 | -$279,223 |
| December 31, 2023 | 990 | $764,476 | $736,841 | $27,635 | $53,087 | $471,134 | -$418,047 |
| December 31, 2022 | 990 | $727,311 | $770,719 | -$43,408 | $48,969 | $494,651 | -$445,682 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $69,630
- Program service revenue
- $293,985
- Investment income
- $0
- Other revenue
- $24,708
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $3,538
- Salaries, compensation and benefits (total)
- $4,094
- Professional fundraising fees
- $0
- Accounting fees
- $16,250
- Travel
- $20,161
- Depreciation
- $415
- Program services (functional)
- $182,680
- Management and general (functional)
- $62,787
- Fundraising (functional)
- $4,032
Balance sheet and other
- Total assets, start of year
- $53,087
- Total assets, end of year
- $160,897
- Total liabilities, end of year
- $440,120
- Net assets, end of year
- -$279,223
- Land, buildings and equipment
- $312
- Net assets without donor restrictions
- -$322,438
- Net assets with donor restrictions
- $43,215
- Gross receipts
- $388,323
- Employees
- 1
- Year formed
- 2010
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN FULLERTON | PRESIDENT & CEO Officer | 25 | $3,744 |
| JONATHAN ROSE | DIRECTOR Trustee or director | 0.1 | $0 |
| VINCENT STANLEY | DIRECTOR Trustee or director | 0.1 | $0 |
| NORA BATESON | DIRECTOR Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN FULLERTON | PRESIDENT & CEO Officer | 25 | $9,606 | $37,763 |
| NORA BATESON | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| VINCENT STANLEY | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| JONATHAN ROSE | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
990 for the year ended December 31, 2022: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN FULLERTON | PRESIDENT & CEO Officer | 35 | $9,606 | $5,370 |
| RICHARD ZIMMERMAN | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| NORA BATESON | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| VINCENT STANLEY | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| CAROLINE MACGILL | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| JONATHAN ROSE | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 22, STONINGTON, CT 06378-0022
- In care of
- % JOHN FULLERTON
- Signed the 990
- JOHN FULLERTON, CEO
- Phone
- (203) 769-1191
- Website
- WWW.CAPITALINSTITUTE.ORG
- Return prepared by
- SKINNON AND FABER CPAs PC
Mission
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.
Program accomplishments
- 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.Expenses $182,680
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0726059
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P51)
- Assets (IRS master file)
- $160,897
- Income (IRS master file)
- $388,323
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $388,323 | $249,499 | $160,897 | IRS |
| 990 | December 2023 | $764,476 | $736,841 | $53,087 | XML |
| 990 | December 2022 | $727,311 | $770,719 | $48,969 | XML |
| 990 | December 2021 | $234,432 | $330,962 | $25,348 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0726059).
Questions about CAPITAL INSTITUTE
- What is the EIN of CAPITAL INSTITUTE?
- The employer identification number (EIN) of CAPITAL INSTITUTE is 27-0726059.
- Is CAPITAL INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to CAPITAL INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAPITAL INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CAPITAL INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAPITAL INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of CAPITAL INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $3,744 (JOHN FULLERTON, PRESIDENT & CEO).
- How much revenue does CAPITAL INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $388,323, expenses of $249,499 and total assets of $160,897 at year end.
Other nonprofits in STONINGTON
- THE STONINGTON COMMUNITY CENTER INC EIN 06-0665193 · last filed 990 for 2025
- FELLOWSHIP HOUSE MINISTRIES INC EIN 06-1300320 · last filed 990 for 2026
- INCLUSION A SYLVESTRE FOUNDATION INC EIN 83-2250521 · last filed 990-EZ for 2025
- FREE WHEELIN FOUNDATION EIN 88-0543758 · last filed 990-EZ for 2024
- WALDRON-WILLIAMS FUND INC EIN 87-2642772 · last filed 990-N for 2025
- TEAMMATES FOR LIFE INC EIN 47-3955637 · last filed 990-N for 2025
- COAST GUARD FOUNDATION INC EIN 04-2899862 · last filed 990 for 2025
- PINE POINT SCHOOL INC EIN 06-0646782 · last filed 990 for 2025