Form 990 for tax year 2023
Filed by COMMUNITY ASSOCIATIONS INSTITUTE.
Totals
- Total revenue
- $461,981
- Total expenses
- $461,589
- Contributions and grants received
- $50,522
- Grants paid
- $6,931
- Program service revenue
- $410,084
- Investment income
- $1,375
- Other revenue
- $0
- Total assets, end of year
- $510,548
- Total liabilities, end of year
- $138,967
- Net assets or fund balances, end of year
- $371,581
- Program services expenses (Part IX)
- $283,740
- Management and general expenses
- $81,772
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $281,663
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
$50,522
-
2a · Program service revenue: Annual Sponsorship
total $128,960 · related or exempt $128,960
-
2b · Program service revenue: Bowling Tournament
total $7,015 · related or exempt $7,015
-
2c · Program service revenue: CA Day Conference Trade
total $156,947 · related or exempt $156,947
-
2d · Program service revenue: Golf Tournament
total $41,959 · related or exempt $41,959
-
2e · Program service revenue: Monthly Meetings
total $72,879 · related or exempt $72,879
-
2f · All other program service revenue
total $2,324 · related or exempt $2,324
-
3 · Investment income
total $1,375 · related or exempt $1,375
-
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
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $6,931 · program services $6,931
-
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 $96,077
-
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 $0
-
10 · Payroll taxes
total $7,448 · management and general $7,448
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $10,701 · management and general $10,701
-
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 $26,144 · management and general $26,144
-
13 · Office expenses
total $1,915 · management and general $1,915
-
14 · Information technology
total $11,160 · management and general $11,160
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $5,602 · management and general $5,602
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $230,576 · program services $230,576
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $4,940 · management and general $4,940
-
24a · Other expenses: Golf Tournament
total $33,968 · program services $33,968
-
24b · Other expenses: Merchant Fees
total $8,882 · program services $8,882
-
24c · Other expenses: Newsletter
total $5,400 · management and general $5,400
-
24d · Other expenses: Bowling Tournament
total $3,383 · program services $3,383
-
24e · All other expenses
total $8,462 · management and general $8,462
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $499,400 · end of year $469,823
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $600
-
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 $15,261 · end of year $40,125
-
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
-
25 · Other liabilities
beginning of year $143,472 · end of year $138,967
-
31 · Retained earnings, endowment or other funds
beginning of year $371,189 · end of year $371,581
Mission and programs · 2023
Mission
An education and resource institute dedicated to the 7,500+ HOA and Condominium Associations of Central Florida, their volunteer leaders and the business partners who support them.
-
CA Day Conference and Tradeshow is our annual conference to provide the latest legal information in Florida statute, landscaping and other hot topics affecting the community association industry each year. It is attended by over 400 members and guests to discuss real issues affecting Florida HOAs and condominiums.
Expenses $159,805 · Revenue $194,957
-
Monthly meetings including Florida state approved continuing education credits to licensed community association managers and vendors providing exclusive service to the community association industry.
Expenses $79,093 · Revenue $72,879
-
Annual golf tournament providing a more casual environment for members to share live industry experience.
Expenses $39,182 · Revenue $41,959
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Reini Marsh
Executive Dir
- Total calculated
- $96,077
- From this org
- $96,077
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Leslie Ellis
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Jarad Pizzuti
Past President
- Total calculated
- $0
- Hours/week
- 5
-
Tracy Durham
President Elect
- Total calculated
- $0
- Hours/week
- 5
-
Patrick Burton
Director
- Total calculated
- $0
- Hours/week
- 5
-
Jackie Swisher
Director
- Total calculated
- $0
- Hours/week
- 5
-
Jessica Cox
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
Stefanie Nicholson
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Stacey Loureiro
Director
- Total calculated
- $0
- Hours/week
- 5
-
Tom Wheir
Director
- Total calculated
- $0
- Hours/week
- 5
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
-
$6,500
General Support
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413309349300981
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