CALIFORNIA ASSOCIATION FOR INSTITUTIONAL RESEARCH: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA ASSOCIATION FOR INSTITUTIONAL RESEARCH (EIN 77-0191969)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201311339349200906
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2013-05-13T07:31:23-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRITZSCHE ASSOCIATES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 CORPORATE WAY STE 220 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 958313890 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770191969 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ASSOCIATION FOR INSTITUTIONAL | BusinessNameLine1 |
| Business Name Line2 | RESEARCH CO TONGSHAN CHANG | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALI | NameControl |
| Phone | 5109879375 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 FRANKLIN STREET 11TH FLOOR | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TONGSHAN CHANG | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES H FRITZSCHE CPA | Name |
| PTIN | P00423351 | PTIN |
| Phone | 9164222111 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.CAIR.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 73707 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Program Service Revenue | 73707 | ProgramServiceRevenue |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Total Revenue | 73707 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 915 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 290 | PrintingPublicationsPostage |
| Other Expenses Total | 63273 | OtherExpensesTotal |
| Total Expenses | 64478 | TotalExpenses |
| Excess Or Deficit For Year | 9229 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 73568 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 82797 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72219 | BOY |
| EOY | 81448 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1349 | BOY |
| EOY | 1349 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73568 | BOY |
| EOY | 82797 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73568 | BOY |
| EOY | 82797 | EOY |
| 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. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | IN 2012, WE ORGANIZED OUR ANNUAL CONFERENCE IN ORANGE COUNTY, WHICH PROVIDED SERVICE AND OPPORTUNITIES FOR INSTITUTIONAL RESEARCHERS AND PRACTITIONERS IN COLLEGES AND UNIVERSITIES TO EXCHANGE THEIR RESEARCH FINDINGS AND WORK EXPERIENCE IN INSTITUTIONAL RESEARCH. | DescriptionProgramServiceAccom |
| Grants And Allocations | 53812 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 53812 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| JACQUELINE HONDA | ||
| Director | 1.00 | 0 |
| ROBERT DALY | ||
| Director | 1.00 | 0 |
| WADDELL HERRON | ||
| Director | 1.00 | 0 |
| HEATHER BROWN | ||
| Director | 1.00 | 0 |
| JEANETTE BAEZ | ||
| Director | 1.00 | 0 |
| MALLORY NEWELL | ||
| Secretary | 2.00 | 0 |
| TONGSHAN CHANG | ||
| Treasurer | 2.00 | 0 |
| BRYCE MASON | ||
| Vice President | 2.00 | 0 |
| ALICE VAN OMMEREN | ||
| President | 3.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Organization Filed990 T | false | OrganizationFiled990T |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Initiation Fees And Capital Contri | 0 | InitiationFeesAndCapitalContri |
| Gross Receipts For Public Use | 0 | GrossReceiptsForPublicUse |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TREASURER | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 FRANKLIN STREET | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5109879175 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Form720 Filed | false | Form720Filed |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Related Org Section527 Org | false | RelatedOrgSection527Org |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7600 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4640 | CurrentTaxYearMinus3Years |
| Total | 12240 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7600 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4640 | CurrentTaxYearMinus3Years |
| Total | 12240 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12240 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 761 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 510 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 203 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3 | CurrentTaxYearMinus1Year |
| Total | 1477 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13717 | TotalSupport |
| Gross Receipts From Admissions Etc | 252469 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89230 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89790 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990-EZ, Part II, Line 24.1 | Other Assets.1 | Deposits - Beginning $1349 Deposits - Ending $1349 |
| Form 990-EZ, Part I, Line 16.4 | Other Expenses.4 | AWARDS $250 |
| Form 990-EZ, Part I, Line 16.2 | Other Expenses.2 | DONATIONS $500 |
| Form 990-EZ, Part I, Line 16.1 | Other Expenses.1 | GUEST SPEAKER $787 |
| Form 990-EZ, Part I, Line 16.1012 | Other Expenses.1012 | Insurance $1203 |
| Form 990-EZ, Part I, Line 16.1007 | Other Expenses.1007 | Conferences, Conventions, and Meetings $53812 |
| Form 990-EZ, Part I, Line 16.1005 | Other Expenses.1005 | Travel $5869 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $852 |