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← COMMUNITY ASSOCIATIONS INSTITUTE

Form 990 for tax year 2023

Filed by COMMUNITY ASSOCIATIONS INSTITUTE.

Totals

Total revenue
$516,797
Total expenses
$429,741
Contributions and grants received
$65,207
Grants paid
$0
Program service revenue
$396,854
Investment income
$11,443
Other revenue
$43,293
Total assets, end of year
$480,110
Total liabilities, end of year
$196,385
Net assets or fund balances, end of year
$283,725
Program services expenses (Part IX)
$278,724
Management and general expenses
$129,478
Fundraising expenses
$21,539
Program service expenses (Part III)
$278,724

Program services were 64.9% 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

    $65,207

  • 2a · Program service revenue: CA DAY TRADESHOW

    total $148,762 · related or exempt $148,762

  • 2b · Program service revenue: MAGAZINE/DIRECTORY

    total $142,255 · related or exempt $142,255

  • 2c · Program service revenue: BREAKFAST/EDUCATION ME

    total $82,745 · related or exempt $82,745

  • 2d · Program service revenue: CHAPTER SPONSORSHIP

    total $16,980 · related or exempt $16,980

  • 2e · Program service revenue: SOCIAL/DIAMOND EVENTS

    total $6,112 · related or exempt $6,112

  • 3 · Investment income

    total $11,443 · related or exempt $11,443

  • 8a · Fundraising events: gross income

    $84,473

  • 8b · Fundraising events: direct expenses

    $41,891

  • 8c · Net income from fundraising events

    total $42,582 · excluded $42,582

  • 11a · Other revenue: HEALTH INSURANCE REVEN

    total $511 · related or exempt $511

  • 11b · Other revenue: MISC INCOME

    total $200 · related or exempt $200

  • 11e · Other revenue, total

    $711

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $133,238 · program services $46,633 · management and general $66,619 · fundraising $19,986

  • 10 · Payroll taxes

    total $10,353 · program services $4,141 · management and general $4,659 · fundraising $1,553

  • 11c · Fees: accounting

    total $16,579 · management and general $16,579

  • 12 · Advertising and promotion

    total $803 · program services $803

  • 13 · Office expenses

    total $1,672 · program services $669 · management and general $1,003

  • 14 · Information technology

    total $20,630 · program services $12,378 · management and general $8,252

  • 16 · Occupancy

    total $37,991 · program services $22,795 · management and general $15,196

  • 19 · Conferences, conventions and meetings

    total $4,025 · program services $4,025

  • 22 · Depreciation, depletion and amortization

    total $1,292 · program services $775 · management and general $517

  • 23 · Insurance

    total $10,174 · program services $3,052 · management and general $7,122

  • 24a · Other expenses: CA DAY TRADESHOW

    total $63,153 · program services $63,153

  • 24b · Other expenses: MAGAZINE/DIRECTORY

    total $48,409 · program services $48,409

  • 24c · Other expenses: BREAKFAST/EDUCATION MEE

    total $47,487 · program services $47,487

  • 24d · Other expenses: OTHER COST OF EVENTS

    total $23,827 · program services $14,296 · management and general $9,531

  • 24e · All other expenses

    total $10,108 · program services $10,108

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $74,497 · end of year $143,892

  • 2 · Savings and temporary cash investments

    beginning of year $254,631 · end of year $314,758

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,943 · end of year $3,788

  • 10a · Land, buildings and equipment: cost or other basis

    $49,786

  • 10b · Land, buildings and equipment: accumulated depreciation

    $33,814

  • 10c · Land, buildings and equipment, net

    beginning of year $17,264 · end of year $15,972

  • 15 · Other assets

    end of year $1,700

  • 17 · Accounts payable and accrued expenses

    beginning of year $198 · end of year $322

  • 19 · Deferred revenue

    beginning of year $160,490 · end of year $189,119

  • 25 · Other liabilities

    end of year $6,944

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $196,647 · end of year $283,725

Mission and programs · 2023

Mission

TO EDUCATE, SERVE AND COLLABORATE WITH HOMEOWNERS, ASSOCIATIONS OF HOMEOWNERS, AND THE MANAGERS THAT WORK WITH THESE ASSOCIATIONS.

  • BREAKFAST MEETINGS ARE HELD 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 $53,904 · Revenue $82,745

  • 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 $81,977 · Revenue $142,255

  • 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 $123,977 · Revenue $148,762

  • Expenses $18,866 · Revenue $23,092

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Scott Gilbert

    EXECUTIVE DIRECTOR (2023)

    Total calculated
    $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 Hayes

    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

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
20 November 2024
IRS schema version
2023v5.1
Source object
202403309349301125

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