CALIFORNIA ASSOCIATION FOR INSTITUTIONAL RESEARCH: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA ASSOCIATION FOR INSTITUTIONAL RESEARCH (EIN 77-0191969)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-08
- IRS object ID
- 201241299349201024
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-08T13:42:35-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES H FRITZSCHE CPA | Name |
| Phone | 9164222111 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | WWW.CAIR.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 60761 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Program Service Revenue | 60758 | ProgramServiceRevenue |
| Investment Income | 3 | InvestmentIncome |
| 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 | 60761 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 1348 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 41866 | OtherExpensesTotal |
| Total Expenses | 43214 | TotalExpenses |
| Excess Or Deficit For Year | 17547 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 56021 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 73568 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54672 | BOY |
| EOY | 72219 | 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 | 56021 | BOY |
| EOY | 73568 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56021 | BOY |
| EOY | 73568 | 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 | ANNUAL CONFERENCE - LOCATED IN ROHNERT PARK, CA. BROUGHT TOGETHER ABOUT 200 MEMBERS FROM HIGHER EDUCATION INSTITUTIONS IN CALIFORNIA TO FOSTER UNITY AND COOPERATION AMONG PERSONS HAVING INTERESTS IN INSTITUTIONAL RESEARCH. | DescriptionProgramServiceAccom |
| Grants And Allocations | 35312 | GrantsAndAllocations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 35312 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MALLORY NEWELL | ||||||
| 21250 STEVENS CREEK BLVD | CUPERTINO | CA | 95014 | Director | 1.00 | 0 |
| ROBERT DALY | ||||||
| 900 UNIVERSITY AVE | RIVERSIDE | CA | 92521 | Director | 1.00 | 0 |
| YINGXIA CAO | ||||||
| 1950 3RD STREET | LA VERNE | CA | 91750 | Director | 1.00 | 0 |
| HEATHER BROWN | ||||||
| 10 CHESTER PLACE | LOS ANGELES | CA | 90007 | Director | 1.00 | 0 |
| BERKELEY MILLER | ||||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | Secretary | 1.00 | 0 |
| TONGSHAN CHANG | ||||||
| 1111 FRANKLIN STREET | OAKLAND | CA | 94607 | Treasurer | 2.00 | 0 |
| CHRIS CULLANDER | ||||||
| 500 PARNASSUS | SAN FRANCISCO | CA | 94142 | PAST PRESIDENT | 1.00 | 0 |
| ALICE VAN OMMEREN | ||||||
| 1102 Q STREET | SACRAMENTO | CA | 95811 | Vice President | 1.00 | 0 |
| MARK ROBINSON | ||||||
| 6000 J STREET | SACRAMENTO | CA | 95825 | President | 2.00 | 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 | 8120 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4640 | CurrentTaxYearMinus2Years |
| Total | 20360 | 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 | 8120 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4640 | CurrentTaxYearMinus2Years |
| Total | 20360 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 20360 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 837 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 761 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 510 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 203 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3 | CurrentTaxYear |
| Total | 2314 | 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 | 22674 | TotalSupport |
| Gross Receipts From Admissions Etc | 227369 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89790 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90230 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 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 16.1012 | Other Expenses.1012 | Insurance $1316 |
| Form 990-EZ, Part I, Line 16.1007 | Other Expenses.1007 | Conferences, Conventions, and Meetings $35312 |
| Form 990-EZ, Part I, Line 16.1005 | Other Expenses.1005 | Travel $3316 |
| Form 990-EZ, Part I, Line 16.1002 | Other Expenses.1002 | Office Expenses $1922 |