Form 990 for tax year 2023
Filed by COMMUNITY ASSOCIATIONS INSTITUTE.
Totals
- Total revenue
- $936,075
- Total expenses
- $1,056,320
- Contributions and grants received
- $572,092
- Grants paid
- $0
- Program service revenue
- $363,466
- Investment income
- $517
- Other revenue
- $0
- Total assets, end of year
- $277,414
- Total liabilities, end of year
- $213,006
- Net assets or fund balances, end of year
- $64,408
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
1f · All other contributions, gifts and grants
$572,092
-
2a · Program service revenue: Membership
total $363,466 · excluded $363,466
-
3 · Investment income
total $517 · excluded $517
-
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: Government Grant
-
11e · Other revenue, total
$0
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 $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $208,742
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $76,406
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
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 $463
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $8,974
-
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 $33,929
-
24a · Other expenses: FOOD & BEVERAGES
total $379,132
-
24b · Other expenses: OUTSIDE SERVICES
total $76,402
-
24c · Other expenses: Misc
total $51,868
-
24d · Other expenses: OUTSIDE SERVICES/PROFESSIONALS
total $39,704
-
24e · All other expenses
total $180,700
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $204,207 · end of year $56,706
-
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 $39,207 · end of year $39,207
-
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 $76,800 · end of year $174,781
-
10a · Land, buildings and equipment: cost or other basis
$6,720
-
10c · Land, buildings and equipment, net
beginning of year $6,720 · end of year $6,720
-
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 -$732 · end of year -$1,122
-
25 · Other liabilities
beginning of year $143,013 · end of year $214,128
-
29 · Capital stock, trust principal or current funds
beginning of year $184,653 · end of year $64,408
Mission and programs · 2023
Mission
The institute is an education and resource organization formed to distribute guidance on homeowners associations and their shared facilities in condominiums, planned unit developments, cluster housing, and open space communities.
-
Education to members through classes, seminars, programs, mini-trade show luncheons, as well as book and periodicals. Works with California Legislative Action Committee to provide timely legislative information through national and local legislative alerts and regular updates in our magazines. Chapter hosts an annual spring event with motivational speakers and breakout education sessions and networking functions for members, professionals, and homeowners.
As filed on the 2023 return.
Listed in Part VII
-
Darlene Yordon Cooley
Director
- Total calculated
- $0
- Hours/week
- 0
-
Susan Hawks
Treasurer
- Total calculated
- $0
- Hours/week
- 0
-
Robert Kelly Jr
Director
- Total calculated
- $0
- Hours/week
- 0
-
Amber N Korody
Vice President
- Total calculated
- $0
- Hours/week
- 0
-
Tim Flanagan
President
- Total calculated
- $0
- Hours/week
- 0
-
Amanda Gray
Secretary
- Total calculated
- $0
- Hours/week
- 0
-
Liron Shalom-Hickey
Director
- Total calculated
- $0
- Hours/week
- 0
-
Heather Wiltshire
President
- Total calculated
- $0
- Hours/week
- 0
-
Robert Riddick
Director
- Total calculated
- $0
- Hours/week
- 0
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
- 14 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411369349300211
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