Form 990 for tax year 2023
Filed by COMMUNITY ASSOCIATIONS INSTITUTE.
Totals
- Total revenue
- $520,879
- Total expenses
- $493,420
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $492,912
- Investment income
- $4,788
- Other revenue
- $23,179
- Total assets, end of year
- $358,557
- Total liabilities, end of year
- $26,682
- Net assets or fund balances, end of year
- $331,875
- Program services expenses (Part IX)
- $242,874
- Management and general expenses
- $250,546
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 49.2% 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: Advertising income
total $103,020 · related or exempt $103,020
-
2b · Program service revenue: Exhibitor fees
total $167,890 · related or exempt $167,890
-
2c · Program service revenue: membership dues
total $57,139 · related or exempt $57,139
-
2d · Program service revenue: Registration fees
total $75,625 · related or exempt $75,625
-
2e · Program service revenue: Sponsor fees
total $89,238 · related or exempt $89,238
-
3 · Investment income
total $4,788 · unrelated business $4,788
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: CLAC Contribution Income
total $5,470 · related or exempt $5,470
-
11b · Other revenue: Miscellaneous
total $17,709 · related or exempt $17,709
-
11e · Other revenue, total
$23,179
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $170,316 · management and general $170,316
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $9,231 · management and general $9,231
-
10 · Payroll taxes
total $12,628 · management and general $12,628
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $14,100 · management and general $14,100
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $96,430 · program services $58,800 · management and general $37,630
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $2,953 · management and general $2,953
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $3,688 · management and general $3,688
-
24a · Other expenses: Food/Beverage/Room
total $133,979 · program services $133,979
-
24b · Other expenses: Contract Services
total $31,565 · program services $31,565
-
24c · Other expenses: CLAC Expenses
total $18,530 · program services $18,530
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $292,767 · end of year $332,385
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $23,163 · end of year $15,793
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $7,300 · end of year $10,379
-
10a · Land, buildings and equipment: cost or other basis
$19,172
-
10b · Land, buildings and equipment: accumulated depreciation
$19,172
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $775 · end of year $7,474
-
25 · Other liabilities
beginning of year $16,534 · end of year $19,208
-
27 · Net assets without donor restrictions
beginning of year $305,921 · end of year $331,875
Mission and programs · 2023
Mission
Providing education and resources to homeowners associations in Ventura, Santa Barbara, San Luis Obispo, & Kern counties.
-
Educational programs benefitting all members on various topics to the common interest development association industry. Approximately 1,050 members, four newsletters sent each year, two trade faires, fifteen luncheon programs and additional networking events.
As filed on the 2023 return.
Listed in Part VII
-
Leah Ross
Executive Dir.
- Total calculated
- $170,316
- From this org
- $170,316
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,703
- Bonus
- not reported
- Other
- $16,613
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $170,316
-
Ryan Gesell
President
- Total calculated
- $0
- Hours/week
- 1
-
Sabrina French
President Elect
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Tashjian
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Christi Moore
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Christy Asher
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Sean Allen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Adrian Chiang
Director
- Total calculated
- $0
- Hours/week
- 1
-
Phyllis Pazen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chelsi Rueter
Director
- Total calculated
- $0
- Hours/week
- 1
-
Randy Stokes
Director
- Total calculated
- $0
- Hours/week
- 1
-
Paul Townsend
Director
- Total calculated
- $0
- Hours/week
- 1
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402849349301130
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.