CROATAN INSTITUTE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CROATAN INSTITUTE (EIN 46-3673347)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201711319349301486
- Schema version
- 2016v3.0
- 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 | 2017-05-11T09:56:25-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 N ELM ST STE 1100 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463673347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROATAN INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CROA | BusinessNameControlTxt |
| Phone | 9197947440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2044 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA HUMPHREYS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9197947440 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMELA L GAINEY | PreparerPersonNm |
| PTIN | P00437957 | PTIN |
| Phone | 3362724551 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-11 | IPDt |
| IP Tm | 10:56:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1598587E94CC75EA1F2773B5A19B5319CA77988C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5F21F1B220EB2C4D3C747890DFA22ED77C160406 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSHUA HUMPHREYS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2044 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $314,180 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CROATANINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | CROATAN INSTITUTE IS AN INDEPENDENT NONPROFIT RESEARCH INSTITUTE WHOSE MISSION IS TO HARNESS THE POWER OF INVESTMENT FOR SOCIAL GOOD AND ECOLOGICAL RESILIENCE BY WORKING AT THE CRITICAL NEXUS WHERE FINANCE, SUSTAINABILITY, AND ECONOMIC DEVELOPMENT INTERSECT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $54,461 | PYContributionsGrantsAmt |
| CY Contributions Grants | $69,357 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $155,347 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $244,440 | CYProgramServiceRevenueAmt |
| PY Investment Income | $40 | PYInvestmentIncomeAmt |
| CY Investment Income | $383 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $209,848 | PYTotalRevenueAmt |
| CY Total Revenue | $314,180 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,512 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,328 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $160 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,096 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $207,452 | PYOtherExpensesAmt |
| CY Other Expenses | $251,485 | CYOtherExpensesAmt |
| PY Total Expenses | $228,124 | PYTotalExpensesAmt |
| CY Total Expenses | $260,813 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$18,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $53,367 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $127,825 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $69,640 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,784 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$9,326 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,041 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CROATAN INSTITUTE IS AN INDEPENDENT NONPROFIT RESEARCH INSTITUTE WHOSE MISSION IS TO HARNESS THE POWER OF INVESTMENT FOR SOCIAL GOOD AND ECOLOGICAL RESILIENCE BY WORKING AT THE CRITICAL NEXUS WHERE FINANCE, SUSTAINABILITY, AND ECONOMIC DEVELOPMENT INTERSECT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $240,033 | ExpenseAmt |
| Revenue | $244,440 | RevenueAmt |
| Desc | PROVIDES ENVIRONMENTAL AND SOCIAL SCIENTIFIC RESEARCH SERVICES TO A VARIETY OF ORGANIZATIONS AND RESEARCH SPONSORS. RESEARCH AND THE OUTCOMES OF ENGAGEMENTS ARE REGULARLY PUBLISHED, PRESENTED AT CONFERENCES AND MADE PUBLICLY AVAILABLE. | Desc |
| Total Program Service Expenses | $240,033 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSHUA HUMPHREYS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9197947440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 W MAIN STREET STE 230 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOSHUA HUMPHREYS | ||||||
| PRESIDENT/CHAIR | 40.00 | Yes (X) | Yes (X) | $8,166 | $0 | $0 |
| DOLLY H GRAY-BUSSARD | ||||||
| TREASURER | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TUCKER MOORSHEAD | ||||||
| VICE PRESIDENT/SECRETARY | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,166 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $69,357 | AllOtherContributionsAmt |
| Total Contributions | $69,357 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSULTING | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $244,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $244,440 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $244,440 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $383 | TotalRevenueColumnAmt |
| Exclusion | $383 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $314,180 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $244,440 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,165 | TotalAmt |
| Program Services | $7,537 | ProgramServicesAmt |
| Management And General | $555 | ManagementAndGeneralAmt |
| Fundraising | $73 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,163 | TotalAmt |
| Program Services | $1,074 | ProgramServicesAmt |
| Management And General | $79 | ManagementAndGeneralAmt |
| Fundraising | $10 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,799 | TotalAmt |
| Program Services | $22,890 | ProgramServicesAmt |
| Management And General | $1,686 | ManagementAndGeneralAmt |
| Fundraising | $223 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,447 | TotalAmt |
| Program Services | $169,322 | ProgramServicesAmt |
| Management And General | $12,474 | ManagementAndGeneralAmt |
| Fundraising | $1,651 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995 | TotalAmt |
| Program Services | $918 | ProgramServicesAmt |
| Management And General | $68 | ManagementAndGeneralAmt |
| Fundraising | $9 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,533 | TotalAmt |
| Program Services | $6,030 | ProgramServicesAmt |
| Management And General | $444 | ManagementAndGeneralAmt |
| Fundraising | $59 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432 | TotalAmt |
| Program Services | $399 | ProgramServicesAmt |
| Management And General | $29 | ManagementAndGeneralAmt |
| Fundraising | $4 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,966 | TotalAmt |
| Program Services | $14,736 | ProgramServicesAmt |
| Management And General | $1,086 | ManagementAndGeneralAmt |
| Fundraising | $144 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,053 | TotalAmt |
| Program Services | $4,663 | ProgramServicesAmt |
| Management And General | $344 | ManagementAndGeneralAmt |
| Fundraising | $46 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,633 | TotalAmt |
| Program Services | $4,276 | ProgramServicesAmt |
| Management And General | $315 | ManagementAndGeneralAmt |
| Fundraising | $42 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575 | TotalAmt |
| Program Services | $531 | ProgramServicesAmt |
| Management And General | $39 | ManagementAndGeneralAmt |
| Fundraising | $5 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766 | TotalAmt |
| Program Services | $707 | ProgramServicesAmt |
| Management And General | $52 | ManagementAndGeneralAmt |
| Fundraising | $7 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,998 | TotalAmt |
| Program Services | $1,844 | ProgramServicesAmt |
| Management And General | $136 | ManagementAndGeneralAmt |
| Fundraising | $18 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSE | $2,399 | $1,517 | $112 | $770 |
| MEALS | $2,333 | $2,153 | $159 | $21 |
| FEES | $1,556 | $1,436 | $106 | $14 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,813 | TotalAmt |
| Program Services | $240,033 | ProgramServicesAmt |
| Management And General | $17,684 | ManagementAndGeneralAmt |
| Fundraising | $3,096 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,935 | BOYAmt |
| EOY | $9,463 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,409 | BOYAmt |
| EOY | $70,261 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,000 | BOYAmt |
| EOY | $23,544 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $18,692 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000 | BOYAmt |
| EOY | $3,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,741 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,688 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,820 | BOYAmt |
| EOY | $1,053 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150 | BOYAmt |
| EOY | $1,150 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,314 | BOYAmt |
| EOY | $127,825 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,640 | BOYAmt |
| EOY | $64,639 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,000 | BOYAmt |
| EOY | $19,145 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,640 | BOYAmt |
| EOY | $83,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,326 | BOYAmt |
| EOY | $44,041 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$9,326 | BOYAmt |
| EOY | $44,041 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,314 | BOYAmt |
| EOY | $127,825 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $53,367 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 Minus2 Years | $51,181 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,357 | CurrentTaxYearAmt |
| Total | $174,999 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $51,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155,347 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,440 | CurrentTaxYearAmt |
| Total | $702,154 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $51,424 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,124 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209,808 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,797 | CurrentTaxYearAmt |
| Total | $877,153 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Total | $5,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $15,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $15,000 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $15,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Total | $20,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $857,153 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $18 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $383 | CurrentTaxYearAmt |
| Total | $540 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $18 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $383 | CurrentTaxYearAmt |
| Total | $540 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $55 | CurrentTaxYearMinus2YearsAmt |
| Total | $55 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $51,442 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $209,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,180 | CurrentTaxYearAmt |
| Total | $877,748 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,688 | DepreciationAmt |
| Book Value | $1,053 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,053 | TotalBookValueLandBuildingsAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| JOSHUA HUMPHREYS | |||||||
| PRES | WORK CAP | Yes (X) | $10,000 | $8,118 | 0 | Yes (1) | Yes (1) |
| CLEAN LAND LLC | |||||||
| VICE PRES OF FILING ORG, TUCKER MOORSHEAD HAS AN OWNERSHIP INTEREST IN LLC | WORK CAP | Yes (X) | $8,000 | $6,494 | 0 | Yes (1) | Yes (1) |
| DOLLY GRAY-BUSSARD | |||||||
| TREASURER | WORK CAP | Yes (X) | $5,000 | $4,533 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $19,145 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PAGE 3, LINE 14A | THE INSTITUTE HAS A NON-RESIDENT FELLOW BASED IN GENEVA, SWITZERLAND, BUT NO 2016 REVENUE OR EXPENSES WERE ASSOCIATED WITH THE AFFILIATE. |
| FORM 990, PART VI, SECTION A, LINE 8B | CURRENTLY THE GOVERNING BOARD DOES NOT HAVE SEPARATE COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 BOARD'S 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. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S 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. |
| FORM 990, PART VI, SECTION B, LINE 15A | DIRECTORS DELIBERATE AND VOTE. SUCH RECUSAL IS REQUIRED BY THE INSTITUTE'S CONFLICTS OF INTEREST POLICY. THE CONTEMPORANEOUS SUBSTANTIATION OF THE BOARD'S 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. |
| FORM 990, PART VI, SECTION C, 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. |
| FORM 990, PART IX, LINE 11G | OTHER CONTRACTORS: PROGRAM SERVICE EXPENSES 169,322. MANAGEMENT AND GENERAL EXPENSES 12,474. FUNDRAISING EXPENSES 1,651. TOTAL EXPENSES 183,447. |