2023-07-13T08:11:02-05:00 2022-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2022-01-01 202474069 CARIBBEAN AGROECOLOGY INSTITUTE INC (FKA VERMONT CARIBBEAN INSTITUTE INC) CARI 8027344171 PO BOX 8655 BURLINGTON VT 05402 MARGARITA FERNANDEZ EXECUTIVE DIR. 8027344171 2023-07-10 1 MARGARITA FERNANDEZ XXX-XX-XXXX 0 COLLEEN MONTGOMERY P00038392 8026581808 2023-07-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARGARITA FERNANDEZ PO BOX 8655 BURLINGTON VT 05402 217946 0 X WWW.VTCARIBBEAN.ORG X 2005 VT CATALYZE KNOWLEDGE EXCHANGE, BUILD CAPACITY,AND SUPPORT TRANSITIONS TO RESILIENT AGROECOLOGICAL SYSTEMS THAT PROVIDE FOR SUSTAINABLE LIVELIHOODSROOTED IN JUSTICE AND EQUALITY IN THE CARIBBEAN 4 4 1 0 0 0 118748 217511 42180 0 755 435 0 0 161683 217946 108379 12551 0 0 143301 143031 0 0 0 41834 108929 293514 264511 -131831 -46565 208671 152106 10000 0 198671 152106 X COMMUNITY DEVELOPMENT AND HUMANITARIAN AID 0 0 242344 12551 BUILDING CLIMATE AND SOCIOECOLOGICAL RESILIENCE THROUGH AGROECOLOGY AND FOOD SOVEREIGNTY IN THE CARIBBEAN AND THE REGION. WE DO THIS BY RAISING AWARENESS ABOUT AGROECOLOGY ADVANCES AND CHALLENGES IN THE REGION, FACILITATING PARTNERSHIPS, BUILDING CAPACITY AMONGST STAKEHOLDERS THROUGH RESEARCH, EXCHANGES, COURSES, CONFERENCES AND WORKSHOPS, AMPLIFYING VOICES INTERNATIONALLY, AND CHANNELING RESOURCES AND OPPORTUNITIES TO OUR PARTNERS IN THE REGION. IN 2022 THIS INCLUDED: 1) ORGANIZING A SYMPOSIUM UNDER THE MULTIYEAR RESEARCH INITIATIVE FOR THE SUSTAINABLE DEVELOPMENT OF CUBA (RISDOC), 2) ORGANIZING MATERIAL DONATIONS TO FARMING FAMILIES IN THE PROVINCE OF PINAR DEL RIO AFFECTED BY HURRICANE IAN TO SUPPORT RECOVERY EFFORTS, 3) THE PRODUCTION OF A DOCUMENTARY TO RAISE AWARENESS ABOUT CUBA'S AGROECOLOGY MOVEMENT, 4) ORGANIZED A 100+ PERSON DELEGATION TO ATTEND AN INTERNATIONAL AGROECOLOGY ENCOUNTER, 5) CONDUCTED RESEARCH ON AGROECOLOGY AND TOURISM. 242344 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X MARGARITA FERNANDEZ 8027344171 PO BOX 8655 BURLINGTON VT 05402 HELEN RORTVEDT PRESIDENT 0.00 X X 0 0 0 MARGARITA FERNANDEZ EXECUTIVE DIR. 35.00 X X 98456 0 37043 JULIAN PORTILLA SECRETARY 0.00 X X 0 0 0 MARTHA CASWELL DIRECTOR 0.00 X 0 0 0 GARRETT GRADDY-LOVELACE DIRECTOR 0.00 X 0 0 0 98456 0 37043 0 0 0 0 0 217511 217511 435 435 217946 0 0 435 X 12551 12551 135499 129314 6185 7532 7155 377 4733 4733 48831 48764 67 4543 4466 77 4278 4278 7090 45 7045 23589 23589 8943 8943 134 134 1955 1955 MISC 4162 2763 1399 BANK FEES 627 432 195 STAFF DEVELOPMENT 44 44 264511 242344 22167 0 59398 45340 148930 106556 89 89 5767 5646 254 121 208671 152106 10000 0 10000 0 X 0 0 0 0 198671 152106 198671 152106 208671 152106 -46565 0 X 0 0 0 X 283586 217928 224116 160928 217511 1104069 283586 217928 224116 160928 217511 1104069 758785 345284 4551 4080 1739 755 435 11560 1115629 0.30950 0.09980 X JANUARY 1, 2022 - DECEMBER 31, 2022PUBLIC SUPPORT TEST FACTS AND CIRCUMSTANCES[TO BE ADDED AS A SUPPLEMENTAL RESPONSE TO SCHEDULE A, PART IV:]SCHEDULE A, PART II, LINES 17A AND 17B: THE CARIBBEAN AGROECOLOGY INSTITUTE (CAI), FKA VERMONT CARIBBEAN INSTITUTE, RAISED PUBLIC SUPPORT FOR THE 2021 CALENDAR YEAR TOTALING 9.98% AND 30.95% IN 2022, WELL ABOVE THE 10% REQUIRED TO ALLOW CAI TO QUALIFY UNDER THE "FACTS AND CIRCUMSTANCES" TEST. THE FOLLOWING FACTS AND CIRCUMSTANCES FURTHER DEMONSTRATE THAT CAI CONTINUES TO QUALIFY AS PUBLICLY SUPPORTED UNDER SECTION 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE. BACKGROUND. CAI IS A SMALL NONPROFIT ORGANIZATION THAT WORKS TO CATALYZE KNOWLEDGE EXCHANGE, BUILD CAPACITY, AND SUPPORT TRANSITIONS TO RESILIENT AGROECOLOGICAL SYSTEMS THAT PROVIDE FOR SUSTAINABLE LIVELIHOODS ROOTED IN JUSTICE AND EQUALITY IN THE CARIBBEAN AND BEYOND. CAI'S INITIAL DETERMINATION LETTER, ISSUED IN 2005, CLASSIFIED IT AS A PUBLIC CHARITY. ATTRACTION OF PUBLIC SUPPORT. CAI MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY AND OTHER PUBLIC CHARITIES. CAI HAS ALWAYS BEEN ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. CAI SOLICITS SUPPORT FROM THE GENERAL PUBLIC THROUGH ITS WEB SITE, WHICH INCLUDES A TOOL THAT ALLOWS VISITORS TO DONATE DIRECTLY THROUGH THE WEBSITE, AND THROUGH PERSONAL CONTACTS OF ITS DIRECTORS AND OFFICERS. CAI MAINTAINS A FACEBOOK PAGE THAT HAS OVER 1400 FOLLOWERS FROM MEMBERS OF THE PUBLIC. CAI ALSO MAINTAINS AND PERIODICALLY SOLICITS FROM AN EMAIL LIST OF OVER 800 NAMES. CAI ORGANIZES PUBLIC PROGRAMS WHICH COLLECT SERVICE FEES FOR OUR MISSION-RELATED SERVICES. CAI OPERATES AS A CHARITY AND NOT A FOUNDATION AND CAI IS ACTIVELY WORKING TO INCREASE OUR PUBLIC SUPPORT PERCENTAGE.PERCENTAGE OF FINANCIAL SUPPORT. 2022 IS THE EIGHTEENTH YEAR OF CAI 'S EXISTENCE. WHILE A SIGNIFICANT PERCENTAGE OF CAIS SUPPORT IN THE LAST 5 YEARS HAS COME FROM SEVERAL PRIVATE FOUNDATIONS THAT HAVE SUPPORTED CAI'S MISSION DRIVEN WORK FOR UNDERSERVED COMMUNITIES, CAI ANTICIPATES THAT ITS CONTINUED EFFORTS TO DRAW PUBLIC SUPPORT WILL RESULT IN AN INCREASE IN THE NUMBER AND AMOUNT OF CONTRIBUTIONS FROM MEMBERS OF THE GENERAL PUBLIC AND PUBLIC CHARITIES AS THE ORGANIZATION MATURES. SOURCES OF SUPPORT. NONE OF CAI'S DIRECTORS OR OFFICERS ARE DONORS AND THERE IS NO CONNECTION BETWEEN CAI AND ANY PARTICULAR FAMILY OR GROUP OF DONORS. WHILE CAI DRAWS SIGNIFICANT SUPPORT FROM CERTAIN FOUNDATIONS THAT APPRECIATE AND WISH TO ADVANCE CAI'S CHARITABLE ACTIVITIES, THESE FOUNDATIONS DO NOT HAVE ANY CONTROL RELATIONSHIP WITH RESPECT TO CAI. REPRESENTATIVE GOVERNING BODY. CAI'S GOVERNING BODY REPRESENTS THE BROAD INTEREST OF THE PUBLIC. CAI'S BOARD OF DIRECTORS CONSISTS EXCLUSIVELY OF COMMUNITY MEMBERS WHO SHARE CAI'S AREA OF WORK. PUBLIC PARTICIPATION IN PROGRAMS/AVAILABILITY OF PUBLIC SERVICES. ACCORDINGLY, ALL OF CAI'S ACTIVITIES ARE DIRECTED AT THE GENERAL PUBLIC AND (AUDIENCE OF PEOPLE INTERESTED IN THE WORK) AND IS AVAILABLE TO A BROAD AUDIENCE. CAI'S CHARITABLE ACTIVITIES APPEAL TO PERSONS HAVING A BROAD COMMON INTEREST AND PURPOSE WHICH INCLUDES SUSTAINABLE AGRICULTURE AND CLIMATE CHANGE IN THE CARIBBEAN AND THE USA. THESE FACTORS, COMBINED WITH CAI'S CONTINUED ABILITY TO GENERATE PUBLIC SUPPORT EXCEEDING THE 10% MINIMUM PERCENTAGE, DEMONSTRATE THAT CAI CONTINUES TO QUALIFY AS A PUBLICLY SUPPORTED CHARITY JANUARY 1, 2021 - DECEMBER 31, 2021PUBLIC SUPPORT TEST FACTS AND CIRCUMSTANCES[TO BE ADDED AS A SUPPLEMENTAL RESPONSE TO SCHEDULE A, PART IV:]SCHEDULE A, PART II, LINES 17A AND 17B: THE CARIBBEAN AGROECOLOGY INSTITUTE (CAI), FKA VERMONT CARIBBEAN INSTITUTE, RAISED PUBLIC SUPPORT FOR THE 2020 CALENDAR YEAR TOTALING 29.22% WELL ABOVE THE 10% REQUIRED TO ALLOW CAI TO QUALIFY UNDER THE "FACTS AND CIRCUMSTANCES" TEST. THE FOLLOWING FACTS AND CIRCUMSTANCES FURTHER DEMONSTRATE THAT CAI CONTINUES TO QUALIFY AS PUBLICLY SUPPORTED UNDER SECTION 170(B)(1)(A)(VI) OF THE INTERNAL REVENUE CODE. BACKGROUND. CAI IS A SMALL NONPROFIT ORGANIZATION THAT WORKS TO CATALYZE KNOWLEDGE EXCHANGE, BUILD CAPACITY, AND SUPPORT TRANSITIONS TO RESILIENT AGROECOLOGICAL SYSTEMS THAT PROVIDE FOR SUSTAINABLE LIVELIHOODS ROOTED IN JUSTICE AND EQUALITY IN THE CARIBBEAN AND BEYOND. CAI'S INITIAL DETERMINATION LETTER, ISSUED IN 2005, CLASSIFIED IT AS A PUBLIC CHARITY. ATTRACTION OF PUBLIC SUPPORT. CAI MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC, COMMUNITY AND OTHER PUBLIC CHARITIES. CAI HAS ALWAYS BEEN ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. CAI SOLICITS SUPPORT FROM THE GENERAL PUBLIC THROUGH ITS WEB SITE, WHICH INCLUDES A TOOL THAT ALLOWS VISITORS TO DONATE DIRECTLY THROUGH THE WEBSITE, AND THROUGH PERSONAL CONTACTS OF ITS DIRECTORS AND OFFICERS. CAI MAINTAINS A FACEBOOK PAGE THAT HAS OVER 1400 FOLLOWERS FROM MEMBERS OF THE PUBLIC. CAI ALSO MAINTAINS AND PERIODICALLY SOLICITS FROM AN EMAIL LIST OF OVER 800 NAMES. CAI ORGANIZES PUBLIC PROGRAMS WHICH COLLECT SERVICE FEES FOR OUR MISSION-RELATED SERVICES. CAI OPERATES AS A CHARITY AND NOT A FOUNDATION AND CAI IS ACTIVELY WORKING TO INCREASE OUR PUBLIC SUPPORT PERCENTAGE.PERCENTAGE OF FINANCIAL SUPPORT. 2021 IS THE SEVENTEENTH YEAR OF CAI 'S EXISTENCE. WHILE A SIGNIFICANT PERCENTAGE OF CAIS SUPPORT IN THE LAST 5 YEARS HAS COME FROM SEVERAL PRIVATE FOUNDATIONS THAT HAVE SUPPORTED CAI'S MISSION DRIVEN WORK FOR UNDERSERVED COMMUNITIES, CAI ANTICIPATES THAT ITS CONTINUED EFFORTS TO DRAW PUBLIC SUPPORT WILL RESULT IN AN INCREASE IN THE NUMBER AND AMOUNT OF CONTRIBUTIONS FROM MEMBERS OF THE GENERAL PUBLIC AND PUBLIC CHARITIES AS THE ORGANIZATION MATURES. SOURCES OF SUPPORT. NONE OF CAI'S DIRECTORS OR OFFICERS ARE DONORS AND THERE IS NO CONNECTION BETWEEN CAI AND ANY PARTICULAR FAMILY OR GROUP OF DONORS. WHILE CAI DRAWS SIGNIFICANT SUPPORT FROM CERTAIN FOUNDATIONS THAT APPRECIATE AND WISH TO ADVANCE CAI'S CHARITABLE ACTIVITIES, THESE FOUNDATIONS DO NOT HAVE ANY CONTROL RELATIONSHIP WITH RESPECT TO CAI. REPRESENTATIVE GOVERNING BODY. CAI'S GOVERNING BODY REPRESENTS THE BROAD INTEREST OF THE PUBLIC. CAI'S BOARD OF DIRECTORS CONSISTS EXCLUSIVELY OF COMMUNITY MEMBERS WHO SHARE CAI'S AREA OF WORK. PUBLIC PARTICIPATION IN PROGRAMS/AVAILABILITY OF PUBLIC SERVICES. ACCORDINGLY, ALL OF CAI'S ACTIVITIES ARE DIRECTED AT THE GENERAL PUBLIC AND (AUDIENCE OF PEOPLE INTERESTED IN THE WORK) AND IS AVAILABLE TO A BROAD AUDIENCE. CAI'S CHARITABLE ACTIVITIES APPEAL TO PERSONS HAVING A BROAD COMMON INTEREST AND PURPOSE WHICH INCLUDES SUSTAINABLE AGRICULTURE AND CLIMATE CHANGE IN THE CARIBBEAN AND THE USA. THESE FACTORS, COMBINED WITH CAI'S CONTINUED ABILITY TO GENERATE PUBLIC SUPPORT EXCEEDING THE 10% MINIMUM PERCENTAGE, DEMONSTRATE THAT CAI CONTINUES TO QUALIFY AS A PUBLICLY SUPPORTED CHARITY RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5767 5646 121 121 0 0 0 0 0 0 0 0 0 0 CUBA DONATION OF MATERIALS TO SMALL FARMING FAMILIES TO RECOVER FROM HURRICANE IAN 9106 PURCHASE FROM MONEY MARKET 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: FORM 990, PART VI, SECTION A, LINE 8A NO MEETINGS WERE DOCUMENTED FORM 990, PART VI, SECTION A, LINE 8B NO MEETINGS WERE HELD FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART IX, LINE 11G PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 1,280. MANAGEMENT AND GENERAL EXPENSES 67. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,347. OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 46,151. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,151. HONORARIUM SPEAKERS: PROGRAM SERVICE EXPENSES 1,333. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,333.