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← COMMUNITY ASSOCIATIONS INSTITUTE

Form 990 for tax year 2023

Filed by COMMUNITY ASSOCIATIONS INSTITUTE.

What the amendment changed

Compared with the return it replaced , filed 26 August 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$198,556 changed to $155,546
Total expenses
$197,981 changed to $150,024
Contributions and grants received
$25,007 changed to $44,265
Program service revenue
$0 changed to $42,809
Other revenue
$168,641 changed to $63,564
Total assets, end of year
$383,658 changed to $383,810
Total liabilities, end of year
$4,795 changed to $0
Net assets or fund balances, end of year
$378,863 changed to $383,810
Program services expenses
$16,975 changed to $25,401
Management and general expenses
$103,512 changed to $48,452
Fundraising expenses
$77,494 changed to $76,171

Listed only on the earlier return

  • Steve Guerra Esq
  • Vicki Hancock

Listed only on the later return

  • Lisa Holbrook
  • Stephen Guerra
  • Vicky Hancock

Totals

Total revenue
$155,546
Total expenses
$150,024
Contributions and grants received
$44,265
Grants paid
$0
Program service revenue
$42,809
Investment income
$4,908
Other revenue
$63,564
Total assets, end of year
$383,810
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$383,810
Program services expenses (Part IX)
$25,401
Management and general expenses
$48,452
Fundraising expenses
$76,171
Program service expenses (Part III)
not reported

Program services were 16.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $44,265

  • 2a · Program service revenue: LAC INCOME

    total $26,882 · related or exempt $26,882

  • 2b · Program service revenue: MAGAZINE/DIRECTORY INCOME

    total $10,936 · related or exempt $10,936

  • 2c · Program service revenue: WEBSITE/NEWSLETTER ADVERTISIN

    total $3,022 · related or exempt $3,022

  • 2d · Program service revenue: NEW MEMBER KIT

    total $1,169 · related or exempt $1,169

  • 2e · Program service revenue: OTHER INCOME

    total $800 · related or exempt $800

  • 3 · Investment income

    total $4,908 · related or exempt $4,908

  • 8a · Fundraising events: gross income

    $204,997

  • 8b · Fundraising events: direct expenses

    $141,433

  • 8c · Net income from fundraising events

    total $63,564

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $63,914 · fundraising $63,914

  • 9 · Other employee benefits

    total $6,479 · fundraising $6,479

  • 10 · Payroll taxes

    total $5,778 · fundraising $5,778

  • 11c · Fees: accounting

    total $1,025 · management and general $1,025

  • 12 · Advertising and promotion

    total $9,391 · management and general $9,391

  • 13 · Office expenses

    total $8,692 · management and general $8,692

  • 14 · Information technology

    total $1,550 · management and general $1,550

  • 22 · Depreciation, depletion and amortization

    total $404 · management and general $404

  • 23 · Insurance

    total $1,405 · management and general $1,405

  • 24a · Other expenses: PROFESSIONAL FEES

    total $23,310 · management and general $23,310

  • 24b · Other expenses: CONTRACT LABOR

    total $16,975 · program services $16,975

  • 24c · Other expenses: LAC EXPENSES

    total $8,426 · program services $8,426

  • 24d · Other expenses: MEMBERSHIPS DONATIONS

    total $2,240 · management and general $2,240

  • 24e · All other expenses

    total $435 · management and general $435

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $198,540 · end of year $137,827

  • 2 · Savings and temporary cash investments

    beginning of year $179,748 · end of year $244,656

  • 10a · Land, buildings and equipment: cost or other basis

    $1,731

  • 10b · Land, buildings and equipment: accumulated depreciation

    $404

  • 10c · Land, buildings and equipment, net

    end of year $1,327

  • 27 · Net assets without donor restrictions

    beginning of year $378,288 · end of year $383,810

Mission and programs · 2023

Mission

THE ORGANIZATION PROVIDES EDUCATIONAL OPPORTUNITES FOR THE PUBLIC TO LEARN ABOUT COMMUNITY ASSOCIATION MANAGEMENT.

  • THE ORGANIZATION PROVIDES ORGANIZED EDUCATIONAL OPPORTUNITIES FOR THE PUBLIC TO LEARN ABOUT COMMUNITY ASSOCIATION MANAGEMENT.

As filed on the 2023 return.

Listed in Part VII

  • Vicky Hancock

    EXECUTIVE DI

    Total calculated
    $63,914
    From this org
    $63,914
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Lisa Holbrook

    EXECUTIVE DI

    Total calculated
    $0
    Hours/week
    0

  • Dawn Amez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Scott Breslin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dan Levitsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Linda Martin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lloyd Silberman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tom Engblom

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Stephen Guerra

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Aneil Kersey

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
1 August 2025
IRS schema version
2023v6.0
Source object
202532329349300943

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