Nonprofit · EIN 80-0615123
CAIA FOUNDATION INC
Tax-exempt · AMHERST, MA 01002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $10,652 | $85,669 | -$75,017 | $10,249 | $0 | $10,249 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Investment income
- $10,652
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,773
- Other expenses
- $82,896
- Program services (functional)
- $85,585
Balance sheet and other
- Total assets, start of year
- $326,387
- Total assets, end of year
- $10,249
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,249
- Gross receipts
- $10,652
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH MCLEAN | PRESIDENT UNTIL 2/24 | 1 | $0 |
| RUTH CAROLAN | DIRECTOR UNTIL 2/24, PRESIDENT | 1 | $0 |
| BRADLEY AMBANI | TREASURER | 1 | $0 |
| CAMILLE DVORSKY | SECRETARY | 1 | $0 |
| BRIGETTE LUMPKINS | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11 AMITY ST, AMHERST, MA 01002-2214
- Mailing address (990-N for 2025)
- 11 AMITY STREET, AMHERST MA 01002
- Principal officer (990-N for 2025)
- JOHN BOWMAN, 11 AMITY STREET, AMHERST MA 01002
- Signed the 990-EZ
- RUTH CAROLAN, PRESIDENT
- Phone
- (413) 253-7373
- Return prepared by
- CLIFTONLARSONALLEN
Mission
FOSTER ALTERNATIVE INVESTMENT EDUCATION, DEVELOP CURRICULUM FOR ALTERNATIVE INVESTMENT EDUCATION, AND FOSTER SCHOLARSHIP TO INCREASE KNOWLEDGE IN THE INDUSTRY AND TO SUPPORT CAIA'S MISSION.
Program accomplishments
- FOSTER A SCHOLARSHIP PROGRAM TO INCREASE THE KNOWLEDGE BASE AND THE FLOW OF WELL PREPARED TALENT TO LEAD THE ALTERNATIVE INVESTMENT INDUSTRY.Expenses $85,585
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | 990-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 80-0615123
- 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-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S054)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: JOHN BOWMAN | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2024 | – | – | – | IRS |
| 990-EZ | December 2023 | $7,466 | $56,495 | $326,387 | IRS |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about CAIA FOUNDATION INC
- What is the EIN of CAIA FOUNDATION INC?
- The employer identification number (EIN) of CAIA FOUNDATION INC is 80-0615123.
- Is CAIA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to CAIA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAIA FOUNDATION INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CAIA FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAIA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of CAIA FOUNDATION INC?
- The 990-N for 2025 names JOHN BOWMAN.
- Who are the officers and directors of CAIA FOUNDATION INC?
- The 990-EZ for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does CAIA FOUNDATION INC have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $10,652, expenses of $85,669 and total assets of $10,249 at year end.
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