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COMMUNITY ASSOCIATES INSTITUTE

EIN 95-3375303 INDIO, CA

Largest nonprofits in California

Revenue 2024
$431,402
Expenses 2024
$515,576

Program services were 88.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
06
Classification
2000
Street
49950 JEFFERSON ST STE 130 PMB 117

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

A subordinate covered by the group exemption of COMMUNITY ASSOCIATIONS INSTITUTE (EIN 23-7392984). matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

Mission and programs · 2024

Mission

THE COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE ("CAI - CV") SERVES THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF COMMUNITY ASSOCIATIONS IN THE COACHELLA VALLEY REGION OF SOUTHERN CALIFORNIA.

Activities or mission (Part I)

THE COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE ("CAI-CV") SERVES THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF COMMUNITY ASSOCIATIONS IN THE COACHELLA VALLEY REGION OF SOUTHERN CALIFORNIA.

  • COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE IS A MEMBERSHIP ORGANIZATION. ITS MEMBERS CONSIST OF COMMUNITY ASSOCIATION VOLUNTEERS, COMMUNITY MANAGERS, BUSINESS PARTNERS AND MANAGEMENT COMPANIES. THE CHAPTER'S PRIMARY PROGRAM SERVICE IS TO SERVE THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF ITS MEMBERS. THE CHAPTER ACCOMPLISHES THIS PROGRAM SERVICE OBJECTIVE THROUGH VARIOUS MEMBERSHIP EVENTS HELP THROUGHOUT THE YEAR AND THROUGH ITS MEMBERSHIP PUBLICATION, HOA LIVING.

    Expenses $386,364

  • CAI-CV PROVIDES EDUCATIONAL PROGRAMS, NETWORKING EVENTS AND EDUCATIONAL PUBLICATIONS TO MEMBERS INVOLVED WITH THE COMMON INTEREST DEVELOPMENT INDUSTRY.

  • CAI-CV HOLDS 240 HOURS OF EDUCATIONAL PROGRAMS EACH YEAR FOR THEIR MEMBERS AND THE PUBLIC. THERE ARE 13 NETWORKING EVENTS. CAI-CV PUBLISHES 13 EDUCATIONAL NEWSLETTERS EACH YEAR. THEY ALSO PUBLISH BROCHURES THAT INFORM THEIR MEMBERS AND THE PUBLIC ABOUT SPECIFIC HOA ISSUES. FOR EXAMPLE, THEY PUBLISH HOA LIVING FOR PEOPLE MOVING INTO AN HOA; COMMUNITY ASSOCIATION MANAGEMENT AS A CAREER; THE WHO ME? BROCHURE TO HELP BOARD RECRUIT NEW DIRECTORS.

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Mark Dodge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mike Traidman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Michelle Lopez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Bruce Latta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Mandie Chlarson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Lily Ortega

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2
  • Julie R Balbini

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5
  • Clint Atherton

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    5
  • Jolen Zeroski

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Guido Portante

    SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • Callen Lockett

    EXECUTIVE DI

    Total calculated
    $114,231
    From this org
    $109,662
    From related orgs
    $0
    Other
    $4,569
    Hours/week
    40

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $431,402
    Expenses
    $515,576
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $542,391
    Expenses
    $447,237
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $458,666
    Expenses
    $539,425
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $519,608
    Expenses
    $430,859
    Assets (EOY)
    $140,323
  • 2020 · 990

    Revenue
    $66,115
    Expenses
    $286,982
    Assets (EOY)
    $112,900
  • 2019 · 990

    Revenue
    $570,702
    Expenses
    $510,313
    Assets (EOY)
    $239,425
  • 2018 · 990

    Revenue
    $547,367
    Expenses
    $595,223
    Assets (EOY)
    $249,332
  • 2017 · 990

    Revenue
    $482,176
    Expenses
    $496,212
    Assets (EOY)
    $263,372
  • 2016 · 990

    Revenue
    $410,263
    Expenses
    $412,163
    Assets (EOY)
    $162,484

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.