Form 990 for tax year 2022
Filed by COMMUNITY ASSOCIATIONS INSTITUTE.
Totals
- Total revenue
- $421,306
- Total expenses
- $425,959
- Contributions and grants received
- $58,650
- Grants paid
- $0
- Program service revenue
- $322,259
- Investment income
- $731
- Other revenue
- $39,666
- Total assets, end of year
- $357,335
- Total liabilities, end of year
- $160,688
- Net assets or fund balances, end of year
- $196,647
- Program services expenses (Part IX)
- $262,034
- Management and general expenses
- $131,908
- Fundraising expenses
- $32,017
- Program service expenses (Part III)
- $262,034
Program services were 61.5% 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
$58,650
-
2a · Program service revenue: Breakfast/Education Meetings
total $55,382 · related or exempt $55,382
-
2b · Program service revenue: CA Day Tradeshow
total $131,525 · related or exempt $131,525
-
2c · Program service revenue: Magazine/Directory
total $99,120 · related or exempt $99,120
-
2d · Program service revenue: Chapter Sponsorship
total $26,790 · related or exempt $26,790
-
2e · Program service revenue: Social/Diamond Events
total $9,442 · related or exempt $9,442
-
3 · Investment income
total $731 · related or exempt $731
-
8a · Fundraising events: gross income
$75,044
-
8b · Fundraising events: direct expenses
$38,281
-
8c · Net income from fundraising events
total $36,763 · excluded $36,763
-
11a · Other revenue: Health Insurance Revenue
total $321 · related or exempt $321
-
11b · Other revenue: Misc Income
total $2,582 · related or exempt $2,582
-
11e · Other revenue, total
$2,903
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 $108,715 · program services $38,050 · management and general $54,358 · fundraising $16,307
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $89,419 · program services $44,719 · management and general $31,300 · fundraising $13,400
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $15,401 · program services $6,161 · management and general $6,930 · fundraising $2,310
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $3,832 · management and general $3,832
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $743 · program services $743
-
13 · Office expenses
total $4,929 · program services $1,975 · management and general $2,954
-
14 · Information technology
total $16,030 · program services $9,615 · management and general $6,415
-
15 · Royalties
total $0
-
16 · Occupancy
total $32,783 · program services $19,670 · management and general $13,113
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $460 · program services $460
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $563 · program services $338 · management and general $225
-
23 · Insurance
total $9,336 · program services $2,800 · management and general $6,536
-
24a · Other expenses: Breakfast/Education Meetings
total $23,724 · program services $23,724
-
24b · Other expenses: Magazine/Directory
total $35,672 · program services $35,672
-
24c · Other expenses: CA Day Tradeshow
total $59,022 · program services $59,022
-
24d · Other expenses: Other Cost of Events
total $9,718 · program services $9,718
-
24e · All other expenses
total $15,612 · program services $9,367 · management and general $6,245
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $50,027 · end of year $74,497
-
2 · Savings and temporary cash investments
beginning of year $243,916 · end of year $254,631
-
9 · Prepaid expenses and deferred charges
beginning of year $14,912 · end of year $10,943
-
10a · Land, buildings and equipment: cost or other basis
$49,786
-
10b · Land, buildings and equipment: accumulated depreciation
$32,522
-
10c · Land, buildings and equipment, net
beginning of year $15,102 · end of year $17,264
-
17 · Accounts payable and accrued expenses
beginning of year $179 · end of year $198
-
19 · Deferred revenue
beginning of year $122,478 · end of year $160,490
-
31 · Retained earnings, endowment or other funds
beginning of year $201,300 · end of year $196,647
Mission and programs · 2022
Mission
To educate, serve and collaborate with homeowners, associations of homeowners, and the managers that work with these associations.
Activities or mission (Part I)
Educate, serve, and collaborate with homeowners, associations of homeowners, and the managers that work with these associations.
-
Breakfast meetings are held monthly and include an average of about 200 members and guests. Each breakfast serves as a networking opportunity, and a variety of educational speakers are invited to share information and an update is provided.
Expenses $48,515 · Revenue $50,027
-
Directory and magazine - A bi-annual directory of all members is provided to all members as an encouragement to network and do business together. Advertising spaces are available to members for an additional cost. Quarterly magazines are also distributed. An online directory is available on the website.
Expenses $72,950 · Revenue $99,120
-
CA Day Trade Show is presented by the West Florida Chapter of Community Associations Institute. The goal is to bring homeowners, community association managers and vendors from Manatee, Sarasota and DeSoto Counties together for an informative networking/ education opportunity. Visitors can talk directly with the professionals who specialize in working with management and residents of community associations in West Florida.
Expenses $120,695 · Revenue $131,525
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Karin Mayfield
Executive Director 2022
- Total calculated
- $108,715
- From this org
- $108,715
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Bill Ashby
Treasurer
- Total calculated
- $0
- Hours/week
- 3
-
Frank Anatasi
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rick Arena
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kevin Edwards
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kathy Hays
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mathew Wilson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Telese Zuberer
Vice-President
- Total calculated
- $0
- Hours/week
- 2
-
Craig Finck
President
- Total calculated
- $0
- Hours/week
- 3
-
Alex Rydel
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Mary Hawk
Past President
- Total calculated
- $0
- Hours/week
- 1
-
Jason Hamilton
President-elect
- 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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 31 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342439349300329
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