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← COMMUNITY ASSOCIATES INSTITUTE

Form 990 for tax year 2023

Filed by COMMUNITY ASSOCIATES INSTITUTE.

Totals

Total revenue
$542,391
Total expenses
$447,237
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$542,391
Investment income
$0
Other revenue
$0
Total assets, end of year
$176,982
Total liabilities, end of year
$81,132
Net assets or fund balances, end of year
$95,850
Program services expenses (Part IX)
$390,029
Management and general expenses
$57,208
Fundraising expenses
$0
Program service expenses (Part III)
$390,029

Program services were 87.2% 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 $308,185 · related or exempt $308,185

  • 2b · Program service revenue: MARKETING REVENUE

    total $96,572 · related or exempt $96,572

  • 2c · Program service revenue: QUORUM MAGAZINE ADVERTISING

    total $58,863 · unrelated business $58,863

  • 2d · Program service revenue: CAI NATIONAL PAYMENTS

    total $47,917 · related or exempt $47,917

  • 2e · Program service revenue: MEMBER DIRECTORY

    total $16,625 · related or exempt $16,625

  • 2f · All other program service revenue

    total $14,229 · related or exempt $14,229

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $144,691 · program services $122,987 · management and general $21,704

  • 9 · Other employee benefits

    total $35,319 · program services $30,022 · management and general $5,297

  • 10 · Payroll taxes

    total $13,852 · program services $11,774 · management and general $2,078

  • 11c · Fees: accounting

    total $5,870 · program services $4,989 · management and general $881

  • 13 · Office expenses

    total $25,366 · program services $22,838 · management and general $2,528

  • 16 · Occupancy

    total $10,878 · program services $9,246 · management and general $1,632

  • 17 · Travel

    total $4,614 · program services $3,922 · management and general $692

  • 20 · Interest

    total $2,325 · program services $1,976 · management and general $349

  • 23 · Insurance

    total $13,013 · program services $11,061 · management and general $1,952

  • 24a · Other expenses: SPONSORSHIP & REGISTRN,

    total $101,623 · program services $86,380 · management and general $15,243

  • 24b · Other expenses: PROGRAMS EXPENSE

    total $42,266 · program services $42,266

  • 24c · Other expenses: QUORUM EXPENSES

    total $11,235 · program services $11,235

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $8,136 · program services $6,916 · management and general $1,220

  • 24e · All other expenses

    total $28,049 · program services $24,417 · management and general $3,632

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,505 · end of year $42,050

  • 4 · Accounts receivable

    end of year $55,810

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,373 · end of year $3,640

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

    $127,242

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

    $55,115

  • 10c · Land, buildings and equipment, net

    beginning of year $46,311 · end of year $72,127

  • 15 · Other assets

    end of year $3,355

  • 17 · Accounts payable and accrued expenses

    beginning of year $107,057 · end of year $31,518

  • 25 · Other liabilities

    beginning of year $41,952 · end of year $49,614

  • 27 · Net assets without donor restrictions

    beginning of year -$79,820 · end of year $95,850

Mission and programs · 2023

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 $390,029

  • 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 2023 return.

Listed in Part VII

  • Mark Dodge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mike Traidman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michelle Lopez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bruce Latta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Bridget Nigh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lily Ortega

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Julie R Balbini

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Clint Atherton

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    5

  • Erin Kelly

    PRESIDENT EL

    Total calculated
    $0
    Hours/week
    5

  • Jolen Zeroski

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Guido Portante

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Callen Lockett

    EXECUTIVE DI

    Total calculated
    $105,769
    From this org
    $105,769
    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
2023
Filed
12 November 2024
IRS schema version
2023v5.0
Source object
202443329349301009

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