Nonprofit · EIN 27-3458737
CRITERION INSTITUTE INC
Tax-exempt · HADDAM, CT 06438
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990 | $1,014,633 | $1,895,620 | -$880,987 | $120,042 | $814,981 | -$694,939 |
Financial details: 990 for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $766,918
- Program service revenue
- $247,715
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $92,591
- Other salaries and wages
- $396,563
- Salaries, compensation and benefits (total)
- $489,154
- Professional fundraising fees
- $0
- Occupancy
- $8,318
- Travel
- $65,158
- Program services (functional)
- $1,655,799
- Management and general (functional)
- $216,484
- Fundraising (functional)
- $23,337
Balance sheet and other
- Total assets, start of year
- $714,359
- Total assets, end of year
- $120,042
- Total liabilities, end of year
- $814,981
- Net assets, end of year
- -$694,939
- Land, buildings and equipment
- $4,331
- Net assets without donor restrictions
- -$744,939
- Net assets with donor restrictions
- $50,000
- Gross receipts
- $1,014,633
- Employees
- 6
- Year formed
- 2010
- State of legal domicile
- CT
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOY ANDERSON | PRESIDENT/EX Trustee or director, Officer | 40 | $92,591 | $32,377 |
| MICHAELE BIRDSALL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LUISAMARIA RUIZ CARLILE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELLEN FRIEDMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CATHERINE GILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES JOHNSON-PIETT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHELE KAHANE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 81 CHURCH HILL RD, HADDAM, CT 06438-1124
- Principal officer (990 for 2023)
- JOY ANDERSON, 81 CHURCH HILL ROAD, HADDAM, CT 06438
- Signed the 990
- JOY ANDERSON, PRESIDENT/EXEC DIR
- Phone
- (860) 345-3520
- Website
- WWW.CRITERIONINSTITUTE.ORG
- Return prepared by
- WILKE CPAS & ADVISORS LLP
Mission
THE ORGANIZATION'S MISSION IS TO BROADEN WHAT MATTERS IN OUR ECONOMIC DECISIONS BY EXPANDING WHO HAS POWER AND INFLUENCE IN THE WORK OF REINVENTING THE ECONOMY THROUGH RESEARCH, TRAINING AND INSTITUTIONAL ENGAGEMENT.
Program accomplishments
- RESEARCH, CONVENING, AND FIELD-BUILDING FOR SOCIAL IMPACT FINANCE: CRITERION INSTITUTE CONDUCTS RESEARCH, THOUGHT LEADERSHIP, AND FIELD- BUILDING ACTIVITIES THAT ADVANCE THE USE OF FINANCE AS A TOOL FOR SOCIAL CHANGE. THROUGH COLLABORATION WITH INVESTORS, GOVERNMENTS, AND CIVIL SOCIETY, THE ORGANIZATION DEVELOPS AND PROMOTES NEW FRAMEWORKS, NARRATIVES, AND INVESTABLE APPROACHES THAT EXPAND WHOSE PERSPECTIVES ARE INCLUDED IN FINANCIAL DECISION-MAKING AND SUPPORT EFFORTS SUCH AS IMPACT INVESTING AND FINANCING SOLUTIONS TO COMPLEX SOCIAL CHALLENGES.Expenses $1,655,799 · revenue $247,715
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 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3458737
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $120,042
- Income (IRS master file)
- $1,014,633
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2023 | $1,014,633 | $1,895,620 | $120,042 | XML |
| 990 | December 2022 | $2,239,651 | $1,831,523 | $714,359 | IRS |
| 990 | December 2021 | – | – | – | 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 27-3458737).
Questions about CRITERION INSTITUTE INC
- What is the EIN of CRITERION INSTITUTE INC?
- The employer identification number (EIN) of CRITERION INSTITUTE INC is 27-3458737.
- Is CRITERION INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to CRITERION INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CRITERION INSTITUTE INC 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 CRITERION INSTITUTE INC 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 CRITERION INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2023.
- Who is the principal officer of CRITERION INSTITUTE INC?
- The 990 for the year ended December 31, 2023 names JOY ANDERSON.
- Who are the officers and directors of CRITERION INSTITUTE INC?
- The 990 for the year ended December 31, 2023 lists 7 people; 1 received compensation from the organization, the highest $92,591 (JOY ANDERSON, PRESIDENT/EX).
- How much revenue does CRITERION INSTITUTE INC have?
- On its 990 for the year ended December 31, 2023 it reported revenue of $1,014,633, expenses of $1,895,620 and total assets of $120,042 at year end.
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