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← COMMUNITY ASSOCIATES INSTITUTE

Form 990 for tax year 2022

Filed by COMMUNITY ASSOCIATES INSTITUTE.

Totals

Total revenue
$458,666
Total expenses
$539,425
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$458,666
Investment income
$0
Other revenue
$0
Total assets, end of year
$69,189
Total liabilities, end of year
$149,009
Net assets or fund balances, end of year
-$79,820
Program services expenses (Part IX)
$478,111
Management and general expenses
$61,314
Fundraising expenses
$0
Program service expenses (Part III)
$478,111

Program services were 88.6% 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.

  • 2a · Program service revenue: SPONSORSHIP & REGISTRATION

    total $301,809 · related or exempt $301,809

  • 2b · Program service revenue: QUORUM MAGAZINE ADVERTISING

    total $79,387 · unrelated business $79,387

  • 2c · Program service revenue: CAI NATIONAL PAYMENTS

    total $44,948 · related or exempt $44,948

  • 2d · Program service revenue: MEMBER DIRECTORY

    total $13,900 · related or exempt $13,900

  • 2e · Program service revenue: HOMEOWNER LEADER (DCHC) INC

    total $6,500 · related or exempt $6,500

  • 2f · All other program service revenue

    total $12,122 · related or exempt $12,122

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $162,439 · program services $138,073 · management and general $24,366

  • 9 · Other employee benefits

    total $19,123 · program services $16,255 · management and general $2,868

  • 10 · Payroll taxes

    total $13,856 · program services $11,778 · management and general $2,078

  • 11c · Fees: accounting

    total $30,367 · program services $25,812 · management and general $4,555

  • 13 · Office expenses

    total $32,728 · program services $27,819 · management and general $4,909

  • 16 · Occupancy

    total $36,579 · program services $31,092 · management and general $5,487

  • 17 · Travel

    total $7,002 · program services $5,952 · management and general $1,050

  • 20 · Interest

    total $982 · program services $835 · management and general $147

  • 22 · Depreciation, depletion and amortization

    total $9,459 · program services $2,363 · management and general $7,096

  • 23 · Insurance

    total $6,962 · program services $5,918 · management and general $1,044

  • 24a · Other expenses: SPONSOR & REGISTRATION

    total $131,247 · program services $131,247

  • 24b · Other expenses: QUORUM EXPENSES

    total $37,263 · program services $37,263

  • 24c · Other expenses: CREDIT CARD FEES

    total $15,036 · program services $12,781 · management and general $2,255

  • 24d · Other expenses: WEBSITE/APP MAINTENANCE

    total $10,350 · program services $8,797 · management and general $1,553

  • 24e · All other expenses

    total $26,032 · program services $22,126 · management and general $3,906

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,881 · end of year $14,505

  • 4 · Accounts receivable

    beginning of year $55,427

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,245 · end of year $8,373

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

    $123,850

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

    $77,539

  • 10c · Land, buildings and equipment, net

    beginning of year $55,770 · end of year $46,311

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,012 · end of year $107,057

  • 25 · Other liabilities

    beginning of year $83,372 · end of year $41,952

  • 27 · Net assets without donor restrictions

    beginning of year $939 · end of year -$79,820

Mission and programs · 2022

Mission

THE COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE ("CAI - CV") SERVES THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF COMMUNITY ASSOCIATIONS IN THE COACHELLA VALLEY REGION OF SOUTHERN CALIFORNIA.

Activities or mission (Part I)

THE COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE ("CAI-CV") SERVES THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF COMMUNITY ASSOCIATIONS IN THE COACHELLA VALLEY REGION OF SOUTHERN CALIFORNIA.

  • COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE IS A MEMBERSHIP ORGANIZATION. ITS MEMBERS CONSIST OF COMMUNITY ASSOCIATION VOLUNTEERS, COMMUNITY MANAGERS, BUSINESS PARTNERS AND MANAGEMENT COMPANIES. THE CHAPTER'S PRIMARY PROGRAM SERVICE IS TO SERVE THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF ITS MEMBERS. THE CHAPTER ACCOMPLISHES THIS PROGRAM SERVICE OBJECTIVE THROUGH VARIOUS MEMBERSHIP EVENTS HELP THROUGHOUT THE YEAR AND THROUGH ITS MEMBERSHIP PUBLICATION, QUORUM.

    Expenses $478,111

  • CAI-CV PROVIDES EDUCATIONAL PROGRAMS, NETWORKING EVENTS AND EDUCATIONAL PUBLICATIONS TO MEMBERS INVOLVED WITH THE COMMON INTEREST DEVELOPMENT INDUSTRY.

  • CAI-CV HOLDS 240 HOURS OF EDUCATIONAL PROGRAMS EACH YEAR FOR THEIR MEMBERS AND THE PUBLIC. THERE ARE 13 NETWORKING EVENTS. CAI-CV PUBLISHES 13 EDUCATIONAL NEWSLETTERS EACH YEAR. THEY ALSO PUBLISH BROCHURES THAT INFORM THEIR MEMBERS AND THE PUBLIC ABOUT SPECIFIC HOA ISSUES. FOR EXAMPLE, THEY PUBLISH HOA LIVING FOR PEOPLE MOVING INTO AN HOA; COMMUNITY ASSOCIATION MANAGEMENT AS A CAREER; THE WHO ME? BROCHURE TO HELP BOARD RECRUIT NEW DIRECTORS.

As filed on the 2022 return.

Listed in Part VII

  • Daniel Farrar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jennifer James Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bruce Latta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lily Ortega

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael Traidman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Louise Stettler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Clint Atherton

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Matthew Lawton

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    5

  • Julie Balbini Esq

    PRESIDENT EL

    Total calculated
    $0
    Hours/week
    5

  • Steven Shuey

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Erin Klink

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Callen Lockett

    EXECUTIVE DI

    Total calculated
    $110,000
    From this org
    $110,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

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
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202313209349303756

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