2023-11-15T13:36:07-06:00 2022-12-31 264022510 HARRIS & CO PLLC 1120 S RACKHAM WAY SUITE 100 MERIDIAN ID 83642 990 2022-01-01 273458737 CRITERION INSTITUTE CRIT 8603453520 81 CHURCH HILL RD HADDAM CT 06438 JOY ANDERSON DIRECTOR 8603453520 2023-11-14 1 JOY ANDERSON 999009999 0 MATTHEW GOODFELLOW P01842086 2083338965 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOY ANDERSON 81 CHURCH HILL RD HADDAM CT 06438 2239651 0 X WWW.CRITERIONINSTITUTE.ORG X 2010 CT BROADEN WHAT MATTERS IN OUR ECONOMIC DECISIONS BY EXPANDING WHO HAS POWER AND INFLUENCE IN THE WORK OF REINVENTING THE ECONOMY THROUGH RESEARCH, TRAINING, AND INSTITUTIONAL ENGAGEMENT 8 7 6 25 0 0 1384173 1675229 369842 564422 0 0 5150 0 1759165 2239651 98100 197625 0 0 470755 550660 0 0 173779 834127 1083238 1402982 1831523 356183 408128 272073 714359 264507 289665 7566 424694 BROADEN WHAT MATTERS IN OUR ECONOMIC DECISIONS BY EXPANDING WHO HAS POWER AND INFLUENCE IN THE WORK OF REINVENTING THE ECONOMY THROUGH RESEARCH, TRAINING, AND INSTITUTIONAL ENGAGEMENT. 0 0 839137 197625 474114 CRITERION SEEKS PARTNERSHIPS WITH INSTITUTIONS WHERE THERE IS ALIGNMENT OF GOALS, WHERE LEARNINGS IS MUTUAL, AND WHERE EACH ORGANIZATION ADVANCES ITS MISSION. THIS WAY OF RELATING DISRUPTS TRADITIONAL POWER DYNAMICS AND PATTERNS OF CONTROL EVEN IN ENGAGEMENT WITH ORGANIZATIONS MUCH LARGER THAN CRITERION, WE OWN AND EXERCISE OUR OWN POWER IN TURN WE SEEK TO EMBOLDEN LARGE INSTITUTIONS TO USE THEIR POWER TO ENGAGE SYSTEMS OF FINANCE IN ORDER TO CREATE SOCIAL CHANGE. 306351 73375 OUR TRAINING EVENTS ARE INVITING, PARTICIPATORY, PRACTICAL AND ENGAGING. WE TEND TO TEACH NOT FROM A CASE STUDY WHICH SHOWS WHAT HAS BEEN DONE, BUT BY EXPLICATING THE COMPONENTS OF THE SYSTEMS SO THAT PARTICIPANTS CAN BUILD SOMETHING NEW. LEARNING PROCESSES ARE INTENTIONALLY DESIGNED TO ASSIST THOSE WITH LIMITED BACKGROUND IN THE SUBJECT TO FEEL COMFORTABLE, PARTICIPATE FULLY, AND TO CONTRIBUTE THEIR WISDOM AND PERSPECTIVES. INCREASINGLY, THE TOOLS OF OUR TRAINING PROGRAMS ARE BEING ADAPTED TO BE MORE ACCESSIBLE TO THOSE WHO ARE MOST MARGINALIZED FROM ESTABLISHED FINANCIAL CIRCLES THAT COULD INCLUDE ADAPTATIONS IN LANGUAGE, READING LEVEL, OR CULTURAL STYLE. 186475 16933 CRITERION RESEARCH THRIVES IN A CULTURE OF CURIOSITY AND INNOVATION. OUR APPROACH TO RESEARCH EXPANDS POSSIBILITIES BEYOND WHAT THE ESTABLSHED AUTHORITIES HAVE DETERMINED. IT BEGINS WITH LISTENING TO WHAT IS GOING ON OUT IN THE WORLD, CONNECTING DIVERSE PEOPLE AND IDEAS, AND ENGAGING IN CONVERSATIONS ON THE EDGE TO DISCOVER SOMETHING NEW. IT CROSSES TRADITIONAL DISCIPLINES, IT PRIVILEDGES THE VOICES OF OUTSIDERS, BELIEVING THEY ARE THE SOURCE OF NEW PERSPECTIVES AND INSIGHTS. IT WELCOMES PEOPLE INTO A PLACE OF COMFORT AND GIVES THEM PERMISSION TO CONTRIBUTE, EVEN OUTSIDE OF THEIR AREA OF EXPERTISE. DISTINCTIVE METHODS OF CURATION ALLOW FOR DIVERSE IDEAS TO BE CAPTURED AND CONNECTED IN CREATIVE WAYS, THIS APPROACH UPENDS TRADITIONAL SOURCES OF AUTHORITY AND PROMOTES INNOVATION. 1331963 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 CT X X THE ORGANIZATION 8603453520 81 CHURCH HILL RD HADDAM CT 06438 JOY ANDERSON PRESIDENT/EXECUTIVE DIRECT 40.00 X X 122772 0 32400 CATHERINE GILL BOARD CHAIR 1.50 X X 0 0 0 MICHELLE KAHANE SECRETARY 1.50 X X 0 0 0 MICHAELE BIRDSALL DIRECTOR 1.50 X 0 0 0 LUISAMARIA RUIZ CARLILE DIRECTOR 1.50 X 0 0 0 TERESA YOUNGER DIRECTOR 1.50 X 0 0 0 JAMES JOHNSON-PIETT DIRECTOR 1.50 X 0 0 0 ELLEN YOUNGER DIRECTOR 1.50 X 0 0 0 122772 0 32400 1 0 0 0 0 1675229 1675229 INSTITUTIONAL ENGAGEME 611710 474114 474114 TRAINING 611710 73375 73375 RESEARCH 611710 16933 16933 564422 2239651 564422 0 0 X 197625 197625 122773 110495 6139 6139 318594 286796 15899 15899 71202 64082 3560 3560 38091 34281 1905 1905 3987 3589 199 199 1800 1080 450 270 82672 49603 20668 12401 889372 533623 222343 133406 29775 29775 11323 11323 8097 1782 6315 25067 22560 2507 851 851 1606 1606 24879 24369 510 OTHER 2126 1913 213 TAXES AND LICENSES 1500 1500 EVENTS 183 165 18 1831523 1331963 325781 173779 220186 352923 25000 267596 24304 91201 9279 6640 2583 2639 272073 714359 66151 110898 30000 30000 168356 148767 264507 289665 X -72434 -77179 80000 501873 7566 424694 272073 714359 408128 9000 0 X 0 0 0 X 401008 1073065 973123 1414290 1675229 5536715 611839 206474 172975 339725 564422 1895435 1012847 1279539 1146098 1754015 2239651 7432150 0 0 0 7432150 5150 5150 1012847 1279539 1146098 1759165 2239651 7437300 0.99930 0.99910 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9279 6640 2639 2639 LINE OF CREDIT 148767 148767 X PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THAT POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR FISCAL YEARS ENDED DECEMBER 31, 2022 AND 2021. THE ORGANIZATION FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2019. 0 0 0 0 0 0 0 0 0 0 NORTH AMERICA 38455 0 NORTH AMERICA 76910 0 NORTH AMERICA 38455 0 NORTH AMERICA 76910 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 INFAITH COMMUNITY FOUNDATION ORGANIZATION OPERATED BY FAMILY MEMBERS OF JOY ANDERSON PROGRAM SUPPORT X 30000 30000 0 1 0 30000 JOY ANDERSON DIRECTOR 49500 LICENSING AGREEMENT 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: JOY ANDERSON(D)DESCRIPTION OF TRANSACTION: LICENSING AGREEMENT FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS REVIEWED BY A MEMBER OF THE BOARD BEFORE APPROVAL FOR FILING WAS GIVEN. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONTRACTORS: PROGRAM SERVICE EXPENSES 533,623. MANAGEMENT AND GENERAL EXPENSES 222,343. FUNDRAISING EXPENSES 133,406. TOTAL EXPENSES 889,372.