CALIFORNIA ASSOCIATION FOR INSTITUTIONAL RESEARCH: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA ASSOCIATION FOR INSTITUTIONAL RESEARCH (EIN 77-0191969)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-04
- IRS object ID
- 201800949349200120
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-04T12:59:36-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320343346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRITZSCHE ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 CORPORATE WAY STE 220 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 958313890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770191969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ASSOCIATION FOR INSTITUTIONAL | BusinessNameLine1Txt |
| Business Name Line2 | RESEARCH CO RYAN CHERLAND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9498244521 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 ALDRICH HALL | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92697 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RYAN CHERLAND | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2018-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES H FRITZSCHE CPA | PreparerPersonNm |
| PTIN | P00423351 | PTIN |
| Phone | 9164222111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.CAIR.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $132,838 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $132,675 | ProgramServiceRevenueAmt |
| Investment Income | $163 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $132,838 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $1,583 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $547 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $147,698 | OtherExpensesTotalAmt |
| Total Expenses | $149,828 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$16,990 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $127,648 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,658 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,648 | BOYAmt |
| EOY | $110,658 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,648 | BOYAmt |
| EOY | $110,658 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,648 | BOYAmt |
| EOY | $110,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | THE PURPOSE OF THE ORGANIZATION IS TO (1) FOSTER UNITY AND COOPERATION AMONG PERSONS HAVING INTEREST AND ACTIVITIES RELATED TO INSITUTIONAL RESEARCH AND/OR PLANNING IN CALIFORNIA INSTITUTIONS OF POST-SECONDARY EDUCATION; (2) DISSEMINATE INFORMATION AND PROVIDE FOR THE INTERCHANGE OF IDEAS ON PROBLEMS OF COMMON INTEREST; AND (3)PROVIDE FOR THE CONTINUED PROFESSIONAL DEVELOPMENT OF INDIVIDUALS ENGAGED IN INSTITUTIONAL RESEARCH AND/OR PLANNING. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | IN 2017, CAIR ORGANIZED ITS ANNUAL CONFERENCE IN CONCORD, CALIFORNIA. THE CONFERENCE PROVIDED SERVICE OPPORTUNITIES FOR INSTITUTIONAL RESEARCHERS AND PRACTITIONERS IN COLLEGE AND UNIVERSITIES TO EXCHANGE THEIR RESEARCH FINDINGS AND WORK EXPERIENCE IN INSTITUTIONAL RESEARCH. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $135,066 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $135,066 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JUAN RAMIREZ | ||
| President | 3.00 | $0 |
| BRIANNA MOORE-TRIEU | ||
| Vice President | 2.00 | $0 |
| RYAN CHERLAND | ||
| Treasurer | 2.00 | $0 |
| KELLY WAHL | ||
| Secretary | 2.00 | $0 |
| KRISTINA POWERS | ||
| PAST PRESIDENT | 2.00 | $0 |
| KRIS KRISHNAN | ||
| Director | 1.00 | $0 |
| PAULA KRIST | ||
| Director | 1.00 | $0 |
| ERIN DESANTIS | ||
| Director | 1.00 | $0 |
| RONALD LOPEZ RAMIREZ | ||
| Director | 1.00 | $0 |
| LEESHAWN MOORE | ||
| Director | 0 | $0 |
| DEBORAH LEE | ||
| Director | 0 | $0 |
| JESSICA LUEDTKE | ||
| Director | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TREASURER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 456 ALDRICH HALL | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92697 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9498244521 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Form720 Filed | false | Form720FiledInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,000 | CurrentTaxYearMinus1YearAmt |
| Total | $2,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $116,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,675 | CurrentTaxYearAmt |
| Total | $618,271 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,350 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $116,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,675 | CurrentTaxYearAmt |
| Total | $620,271 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $620,271 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $178 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163 | CurrentTaxYearAmt |
| Total | $928 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $178 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163 | CurrentTaxYearAmt |
| Total | $928 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $116,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,838 | CurrentTaxYearAmt |
| Total | $621,199 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99860 | PublicSupportPY509Pct |
| Investment Income CY | 0.00150 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1005 | Travel $7863 |
| Other Expenses.1007 | Conferences, Conventions, and Meetings $123386 |
| Other Expenses.1012 | Insurance $1193 |
| Other Expenses.1 | SUPPLIES $3016 |
| Other Expenses.2 | SOFTWARE $2950 |
| Other Expenses.3 | CREDIT CARD FEES $2912 |
| Other Expenses.4 | AWARDS $2000 |
| Other Expenses.5 | GUEST SPEAKER $2000 |
| Other Expenses.6 | WEBSITE $1800 |
| Other Expenses.8 | MISCELLANEOUS $486 |
| Other Expenses.9 | BANK FEES $92 |