Form 990 for tax year 2022
Filed by COMMUNITY ASSOCIATIONS INSTITUTE.
Totals
- Total revenue
- $755,137
- Total expenses
- $723,766
- Contributions and grants received
- $233,487
- Grants paid
- $0
- Program service revenue
- $506,677
- Investment income
- $6,600
- Other revenue
- $8,373
- Total assets, end of year
- $324,681
- Total liabilities, end of year
- $183,071
- Net assets or fund balances, end of year
- $141,610
- Program services expenses (Part IX)
- $371,005
- Management and general expenses
- $117,640
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 51.3% 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
$233,487
-
2a · Program service revenue: Administrative Support
total $201 · related or exempt $201
-
2b · Program service revenue: FAUCET
total $19,000 · unrelated business $19,000
-
2c · Program service revenue: Membership Dues
total $64,884 · related or exempt $64,884
-
2d · Program service revenue: Special Events
total $252,092 · related or exempt $252,092
-
2e · Program service revenue: Sponsorships PPartners
total $170,500 · related or exempt $170,500
-
3 · Investment income
total $457 · excluded $457
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
other assets $10,354
-
7b · Less cost or other basis and sales expenses
other assets $4,211
-
7c · Gain or loss
other assets $6,143
-
7d · Net gain or loss
total $6,143 · related or exempt $6,143
-
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: Educational Programs
total $8,373 · related or exempt $8,373
-
11e · Other revenue, total
$8,373
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 $140,996 · program services $120,996 · management and general $20,000
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $30,747 · management and general $30,747
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $6,338 · program services $5,278 · management and general $1,060
-
10 · Payroll taxes
total $13,600 · program services $11,280 · management and general $2,320
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $28,314 · program services $27,512 · management and general $802
-
11c · Fees: accounting
total $13,613 · management and general $13,613
-
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 $1,555 · program services $1,227 · management and general $328
-
13 · Office expenses
total $15,046 · program services $2,017 · management and general $13,029
-
14 · Information technology
total $7,895 · program services $4,437 · management and general $3,458
-
15 · Royalties
total $0
-
16 · Occupancy
total $7,340 · management and general $7,340
-
17 · Travel
total $4,574 · program services $4,235 · management and general $339
-
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 $233,487
-
22 · Depreciation, depletion and amortization
total $1,634
-
23 · Insurance
total $7,348 · management and general $7,348
-
24a · Other expenses: Meeting Expenses
total $199,995 · program services $190,518 · management and general $9,477
-
24b · Other expenses: National Dues Payment
total $5,069 · management and general $5,069
-
24c · Other expenses: Bank & Merchant Service Fees
total $4,022 · program services $3,505 · management and general $517
-
24d · Other expenses: Office Printing
total $2,193 · management and general $2,193
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $101,816 · end of year $81,935
-
2 · Savings and temporary cash investments
beginning of year $82,348 · end of year $99,137
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $58,313 · end of year $108,175
-
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 $34,301 · end of year $16,772
-
10a · Land, buildings and equipment: cost or other basis
$20,296
-
10b · Land, buildings and equipment: accumulated depreciation
$1,634
-
10c · Land, buildings and equipment, net
beginning of year $4,211 · end of year $18,662
-
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 $891 · end of year $2,041
-
19 · Deferred revenue
beginning of year $143,240 · end of year $181,030
-
27 · Net assets without donor restrictions
beginning of year $136,858 · end of year $141,610
Mission and programs · 2022
Mission
Community education related to the affairs of the common interest realty associations.
-
SEMINARS AND PUBLICATIONS : Hosted 6 seminars in a variety of topics reaching 500 people. Contracted to publish educational magazine 4 times reaching 800 people each issue.
-
MEMBERSHIP SERVICES AND CONFERENCES: Facilitated access to 700 members to educational and business connections in related fields. Attend national conference on leadership training.
As filed on the 2022 return.
Listed in Part VII
-
Jesus Azanza
Executive Dir.
- Total calculated
- $146,594
- From this org
- $140,966
- From related orgs
- $0
- Other
- $5,628
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $120,966
- Bonus
- $20,000
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $5,628
- Filer's total
- $146,594
-
Chris Archambault-Imm Past Presiden
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Bill Higgins
President
- Total calculated
- $0
- Hours/week
- 2
-
Amy Newsom
Director
- Total calculated
- $0
- Hours/week
- 2
-
Nikkole Luna
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Dana Ladd
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Stewart Masterson-President Elect
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Dee Eaton
Director
- Total calculated
- $0
- Hours/week
- 2
-
Cynthia Burns
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Lucy Robertson
Director
- Total calculated
- $0
- Hours/week
- 2
-
Michael Barrera
Director
- Total calculated
- $0
- Hours/week
- 2
-
Steven Gates
Director
- Total calculated
- $0
- Hours/week
- 2
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
- 2022
- Filed
- 22 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312659349300326
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.