2020-09-11T09:56:36-04:00 2019-12-31 201668206 A-OH BUSINESS SERVICES LLC 2530 Meridian Parkway 300 Durham NC 27713 990 2019-01-01 463673347 CROATAN INSTITUTE CROA PO BOX 2044 DURHAM NC 27702 JOSHUA HUMPHREYS PRESIDENTCHAIR 9197947440 2020-07-09 false JAMES E HEYWARD P00640559 9198864829 2020-09-11 184.171.130.253 2020-09-11 09:58:05 1163372020255ut1mbq2 2020-09-11 P 15F5F363AB78CBB0F8C42EBCB991E23F2CD059DB 15F5F363AB78CBB0F8C42EBCB991E23F2CD059DB 2019 2021-01-29 14:40:06Z 212926 false X WWW.CROATANINSTITUTE.ORG X 2013 NC CROATAN INSTITUTE IS AN INDEPENDENT NONPROFIT RESEARCH INSTITUTE WHOSE MISSION IS TO HARNESS THE POWER OF INVESTMENT FOR SOCIAL GOOD AND ECOLOGICAL RESILENCE BY WORKING AT THE CRITICAL NEXUS WHERE FINANCE, SUSTAINABILITY, AND ECONOMIC DEVELOPMENT INTERSECT. 5 3 2 26 0 0 78246 78060 175060 134321 542 3 253306 212926 0 0 63808 76939 0 4262 159012 136130 222820 213069 30486 -143 109649 126367 108534 120769 1115 5598 CROATAN INSTITUTE IS AN INDEPENDENT NONPROFIT RESEARCH INSTITUTE WHOSE MISSION IS TO HARNESS THE POWER OF INVESTMENT FOR SOCIAL GOOD AND ECOLOGICAL RESILENCE BY WORKING AT THE CRITICAL NEXUS WHERE FINANCE, SUSTAINABILITY, AND ECONOMIC DEVELOPMENT INTERSECT. false false 191763 134321 PROVIDES ENVIRONMENTAL AND SOCIAL SCIENTIFIC RESEARCH SERVICES TO A VARIETY OF ORGANIZATIONS AND RESEARCH SPONSORS. 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Form 990 governing body review Part VI line 11 THE PROCESS THAT CROATAN INSTITUTE USES TO REVIEW THE FORM 990 IS AS FOLLOWS: THE PRESIDENT, SERVING IN HIS CAPACITY AS CHIEF EXECUTIVE OFFICER OF THE INSTITUTE, REVIEWS THE FORM 990 AND PRESENTS IT TO THE BOARD OF DIRECTORS FOR THE BOARDS FORMAL REVIEW AND DISCUSSION. THE BOARD THEN VOTES ON WHETHER TO ADOPT THE FORM 990 AS PRESENTED OR WITH MODIFICATIONS. ANY MODIFICATIONS ARE MADE TO THE FINAL FORM 990 WHICH IS THEN SHARED WITH ALL MEMBERS OF THE BOARD PRIOR TO ITS FILING. THE OUTCOMES OF THIS PROCESS OF REVIEW ARE REFLECTED IN THE MINUTES OF ACTION OF THE BOARD OF DIRECTORS OF CROATAN INSTITUTE. Conflict of interest policy compliance Part VI line 12c THE ORGANIZATIONSS CONFLICTS OF INTEREST POLICY IS INCORPORATED INTO THE BYLAWS OF CROATAN INSTITUTE, AS ARTICLE VII, WHERE PROCEDURES FOR MONITORING, REVIEW, AND COMPLIANCE WITH THE POLICY ARE SPECIFIED. FIRST, THE POLICY IS DISTRIBUTED ANNUALLY TO ALL DIRECTORS AND OFFICERS OF THE INSTITUTE, EACH OF WHOM CERTIFIES ANNUALLY THAT THE PERSON HAS RECEIVED A COPY OF THE POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY WITH THE POLICY, UNDERSTANDS THAT THE POLICY APPLIES TO ALL COMMITTEES AND SUBCOMMITTEES ACTING WITH THE AUTHORITY OF THE BOARD OF DIRECTORS, AND UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, IT MUST CONTINUOUSLY ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES THIS SIGNED STATEMENT BY OFFICERS AND DIRECTORS IS RECORDED IN THE MINUTES OF ACTION OF THE BOARD OF DIRECTORS. ALL INTERESTED PERSONS AMONG OFFICERS AND DIRECTORS OF THE INSTITUTE ARE CAUSED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST. ANY SUCH INTERESTED PERSONS ARE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS, OR MEMBERS OF ANY COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. CEO executive director top management comp Part VI line 15a DIRECTORS DELIBERATE AND VOTE. SUCH RECUSAL IS REQUIRED BY THE INSTITUTES CONFLICTS OF INTEREST POLICY. THE CONTEMPORANEOUS SUBSTANTIATION OF THE BOARDS DELIBERATION AND DECISION IS EFFECTED THROUGH RECORDING THE OUTCOMES OF THE VOTE, THE TERMS OF THE APPROVED PACKAGE, INCLUDING THE COMPENSATION ANALYSIS, IN THE MINUTES OF ACTION OF THE BOARD OF DIRECTORS. Governing documents etc available to public Part VI line 19 THE INSTITUTE MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND IRS FORMS 990 (INCLUDING THE FINANCIAL STATEMENTS INCORPORATED THEREIN) TO THE PUBLIC UPON REQUEST FOR THE PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). General explanation attachment FORM 990, PART I, LINE1, DESCRIPTION OF ORGANIZATION MISSION: THE POWER OF INVESTMENT FOR SOCIAL GOOD AND ECOLOGICAL RESILENCE BY WORKING AT THE CRITICAL NEXUS WHERE FINANCE, SUSTAINABILITY, AND ECONOMIC DEVELOPMENT INTERSECT. THE INSTITUTE HAS A NON-RESIDENT FELLOW BASED IN GENEVA, SWITZERLAND, BUT NO 2019 REVENUE ASSOCIATED WITH THE AFFILIATE.