2023-11-14T14:36:07-06:00 2023-06-30 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2022-07-01 237392984 COMMUNITY ASSOCIATIONS INSTITUTE COMM 7039709220 6402 ARLINGTON BLVD 500 FALLS CHURCH VA 22042 BRUCE A TOWNSEND CHIEF FINANCIAL OFFICER 7039709220 2023-11-14 1 BRUCE TOWNSEND 999009999 1 GLENN MILLER CPA P00086726 7035190990 2023-11-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRUCE A TOWNSEND 6402 ARLINGTON BLVD 500 FALLS CHURCH VA 22042 17002908 0 X CAIONLINE.ORG X 1973 DC COMMUNITY ASSOCIATIONS INSTITUTE (CAI), AN INTERNATIONAL ORGANIZATION DEDICATED TO BUILDING BETTER COMMUNITIES, PROVIDES EDUCATION AND RESOURCES TO COMMUNITY ASSOCIATION HOMEOWNER LEADERS, PROFESSIONAL MANAGERS, ASSOCIATION MANAGEMENT COMPANIES, AND OTHER BUSINESSES AND PROFESSIONALS WHO PROVIDE PRODUCTS AND SERVICES TO COMMUNITY ASSOCIATIONS. 15 15 69 100 615057 0 928950 45803 16559708 15650029 441655 326760 690906 708048 18621219 16730640 8321 11885 0 0 6706193 7462033 0 0 0 9238510 9061988 15953024 16535906 2668195 194734 13548237 17304279 6980693 9967534 6567544 7336745 CAI IS DEDICATED TO ADVANCING THE SUCCESS OF COMMUNITY ASSOCIATIONS AND THOSE INVOLVED IN OR SERVING COMMUNITY ASSOCIATIONS. OUR MISSION IS TO INSPIRE PROFESSIONALISM, EFFECTIVE LEADERSHIP AND RESPONSIBLE CITIZENSHIP--IDEALS THAT ARE REFLECTED IN PREFERRED COMMUNITIES. 0 0 EDUCATIONAL COURSES, SEMINARS, WORKSHOPS AND CONFERENCES - CAI OFFERS EDUCATIONAL PROGRAMS, SOME OF WHICH LEAD TO PROFESSIONAL DESIGNATIONS, TO ADVANCE EXCELLENCE IN COMMUNITY GOVERNANCE AND MANAGEMENT. COMMUNITY ASSOCIATION MANAGERS NEED TO UNDERSTAND INSURANCE, LAW, LEADERSHIP, GOVERNANCE, FINANCE AND COMMUNICATIONS SO THEY CAN HELP THEIR CLIENTS CREATE AND MAINTAIN STRONG, VIBRANT AND EFFECTIVE COMMUNITIES. CAI'S PROFESSIONAL DEVELOPMENT MANAGEMENT PROGRAM OFFERS A NUMBER OF COURSES THROUGHOUT THE COUNTRY TO HELP INDUSTRY PROFESSIONALS BECOME MORE VERSED IN COMMUNITY ASSOCIATION MANAGEMENT. PUBLICATIONS AND RESOURCES - CAI PUBLISHES A WEALTH OF RESOURCES FOR COMMUNITY ASSOCIATIONS, INCLUDING BOOKS, GUIDES, "COMMON GROUND" MAGAZINE, AND SPECIALIZED NEWSLETTERS ON COMMUNITY ASSOCIATION GOVERNANCE, LAW AND COMMUNITY MANAGEMENT. CAI ALSO CONDUCTS RESEARCH AND ACTS AS A CLEARINGHOUSE FOR INFORMATION ON INNOVATIONS AND BEST PRACTICES IN COMMUNITY ASSOCIATION CREATION AND MANAGEMENT. CHAPTER DEVELOPMENT AND SERVICES - CAI HAS 64 CHAPTERS WORLDWIDE, CANADA, THE MIDDLE EAST AND SOUTH AFRICA. CHAPTERS ADMINISTER A VARIETY OF PROGRAMS AND SERVICES, SUCH AS PROFESSIONAL DEVELOPMENT PROGRAMMING, COMMUNITY ASSOCIATION BOARD MEMBER EDUCATION, NETWORKING OPPORTUNITIES, EDUCATIONAL PUBLICATIONS AND OTHER SERVICES TO MEET THE NEEDS OF THEIR MEMBERS. SOME CHAPTERS HAVE PROFESSIONAL STAFF AND OTHERS ARE ADMINISTERED SOLELY BY VOLUNTEER EFFORTS. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 66 0 69 1 1 1 0 0 0 1 1 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X THE ASSOCIATION 7039709220 6402 ARLINGTON BLVD STE 500 FALLS CHURCH VA 22042 VISHNU SHARMA CPA CFE PRESIDENT 1.00 X X 0 0 0 JEEVAN J D'MELLO CMCA AMS LSM PC PRESIDENT-ELECT 1.00 X X 0 0 0 JESSICA TOWLES CMCA AMS PCAM CCMC IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JAMES H DODSON IV CMCA AMS LSM P IMMEDIATE PAST PRESIDENT (THRU DEC 2022) 1.00 X X 0 0 0 MELISSA GUYOTT CMCA AMS PCAM DIRECTOR 1.00 X 0 0 0 MATT D OBER ESQ DIRECTOR 1.00 X 0 0 0 MELISSA RAMSEY CMCA AMS LSM PCAM DIRECTOR 1.00 X 0 0 0 SARA ROSS ESQ DIRECTOR 1.00 X 0 0 0 KIRK WATILO LSM PCAM DIRECTOR 1.00 X 0 0 0 KELLY ZIBELL AMS PCAM DIRECTOR 1.00 X 0 0 0 BRIAN BUTLER ESQ CMCA AMS PCAM DIRECTOR (FROM JAN 2023) 1.00 X 0 0 0 MICHAEL JOHNSON CMCA AMS PCAM DIRECTOR (FROM JAN 2023) 1.00 X 0 0 0 JESSICA KNUTSEN CIRMS DIRECTOR (FROM JAN 2023) 1.00 X 0 0 0 JOEL W MESKIN ESQ CIRMS DIRECTOR (FROM JAN 2023) 1.00 X 0 0 0 JOYCE SACHS DIRECTOR (FROM JAN 2023) 1.00 X 0 0 0 MIKE WOLF DIRECTOR (FROM JAN 2023) 1.00 X 0 0 0 RICHARD G CARLSON DIRECTOR (THRU DEC 2022) 1.00 X 0 0 0 LISA COX CMCA AMS LSM PCAM DIRECTOR (THRU DEC 2022) 1.00 X 0 0 0 CYNTHIA A JONES ESQ DIRECTOR (THRU DEC 2022) 1.00 X 0 0 0 SUZANNE MARK DIRECTOR (THRU DEC 2022) 1.00 X 0 0 0 PETER B MILLER RS DIRECTOR (THRU DEC 2022) 1.00 X 0 0 0 THOMAS SKIBA CEO 38.00 X 491673 0 38594 BRUCE TOWNSEND CFO 38.00 X 215379 0 19713 DAWN BAUMAN SR. VP - G&PA, E.D., FCAR 38.00 X 258471 0 18847 JOHN GANOE EXECUTIVE DIRECTOR, CAMICB 38.00 X 200286 0 15829 CRYSTAL WALLACE SR. VP - MEMBERSHIP & CHAPTER RELATIONS 38.00 X 174267 0 17228 DAVE JENNINGS VP - EDUCATION 38.00 X 165496 0 15678 AMY REPKE VP - COMMUNICATIONS & MARKETING 38.00 X 163157 0 20218 LAUREN STRATTON DIRECTOR - SALES & STRATEGIC SPONSORSHIPS 38.00 X 167606 0 4418 ROSEANN BROWN DIRECTOR - IT 38.00 X 148654 0 14161 KAREN MCMULLEN SR. DIRECTOR - MEMBERSHIP & CHAPTER RELATIONS 38.00 X 122816 0 6105 JAKE GOLD DIRECTOR - EDUCATION DEVELOPMENT 38.00 X 124861 0 4411 YONG WANG SR. SYSTEMS PROGRAMMER/ANALYST 38.00 X 122053 0 9930 2354719 0 185132 22 0 1 0 THE SYNERGY GROUP 23062 ANDRIA PLACE LAGUNA NIGUEL CA 92677 BOOK PRINTING 218323 LSC COMMUNICATIONS US PO BOX 932987 CLEVELAND OH 44193 PRITING COSTS 185542 WILLWORK GLOBAL EVENT SERVICES 23 NORFOLK AVE SOUTH EASTON MA 02375 EVENT SERVICES 179431 HIGHER LOGIC PO BOX 645579 PITTSBURGH PA 15264 MARKETING CONSULTING 123914 TAMBALA STRATEGY LLC 118 WEST MONROE AVE ALEXANDRIA VA 22301 POLITICAL ADVISORY SERVICES 121685 7 45803 45803 MEMBERSHIP DUES 900099 7034792 7034792 EDUCATION 611600 4258150 4258150 CONFERENCES AND SEMINARS 900099 3013227 3013227 MANAGEMENT FEES 561000 1289000 1289000 54860 54860 15650029 305901 305901 283850 283850 20859 0 20859 20859 20859 81409 272268 -190859 -190859 ADVERTISING REVENUE 541800 615057 615057 615057 16730640 15650029 615057 419751 8000 3885 1814836 4697697 168962 337320 443218 12410 25249 121685 68152 99661 1649942 404531 563991 420566 2637940 173821 32255 CHAPTER REBATES 2851785 16535906 939908 729794 4298740 792226 173441 98960 71188 79556 197513 283590 3348064 2963704 506781 384360 7304676 9225590 0 2324944 55990 3385259 13548237 17304279 1884250 1436940 4711978 4990392 384465 3540202 6980693 9967534 X 6567544 7336745 6567544 7336745 13548237 17304279 194734 574467 0 X 0 1 X 1 0 0 0 1 7034792 121685 121685 1195915 -1074230 1071402 863001 208401 440375 353976 86399 1836287 1746727 89560 384360 CASH EQUIVALENTS 1161584 C CERTIFICATES OF DEPOSITS 1163360 F 2324944 SECURITY DEPOSITS 223784 OPERATING LEASE RIGHT-OF-USE ASSET 3161475 3385259 OPERATING LEASE LIABILITY 3540202 3540202 0 CAI PENNSYLVANIA LEGISLATIVE ACTION COMMITTEE 1100 E HECTOR ST STE 460 CONSHOHOCKEN PA 19428 231974275 501(C)(6) 8000 0 GENERAL SUPPORT 0 1 X X X X X X 0 0 0 THOMAS SKIBA CEO 435448 0 56225 0 0 0 16800 0 21794 0 530267 0 0 0 DAWN BAUMAN SR. VP - G&PA, E.D., FCAR 258471 0 0 0 0 0 10195 0 8652 0 277318 0 0 0 BRUCE TOWNSEND CFO 215379 0 0 0 0 0 8723 0 10990 0 235092 0 0 0 JOHN GANOE EXECUTIVE DIRECTOR, CAMICB 200286 0 0 0 0 0 7679 0 8150 0 216115 0 0 0 CRYSTAL WALLACE SR. VP - MEMBERSHIP & CHAPTER RELATI 174267 0 0 0 0 0 4984 0 12244 0 191495 0 0 0 AMY REPKE VP - COMMUNICATIONS & MARKETING 163157 0 0 0 0 0 7100 0 13118 0 183375 0 0 0 DAVE JENNINGS VP - EDUCATION 165496 0 0 0 0 0 6605 0 9073 0 181174 0 0 0 LAUREN STRATTON DIRECTOR - SALES & STRATEGIC SPONSOR 167606 0 0 0 0 0 3981 0 437 0 172024 0 0 0 ROSEANN BROWN DIRECTOR - IT 148654 0 0 0 0 0 5849 0 8312 0 162815 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THERE ARE FOUR CLASSES OF MEMBERSHIP: HOMEOWNER LEADERS, COMMUNITY MANAGERS, BUSINESS PARTNERS AND MANAGEMENT COMPANIES. MEMBERSHIP IN CAI IS OPEN TO INDIVIDUALS, CORPORATIONS, PUBLIC AGENCIES, ASSOCIATIONS, PARTNERSHIPS AND OTHER ENTITIES THAT SUBSCRIBE TO AND SUUPORT THE PURPOSE AND OBJECTIVES OF CAI, ARE INTERESTED IN CAI'S ACTIVITIES, AND MEET THE REQUIREMENTS FOR ONE OF THE CLASSES OF MEMBERS IN CAI. FORM 990, PART VI, SECTION A, LINE 7A CAI HAS ESTABLISHED "MEMBERSHIP REPRESENTATION GROUPS" (SUB-BOARDS) TO REPRESENT AND COMMUNICATE WITH THEIR SPECIFIC MEMBERSHIP CLASS(ES) IN ORDER TO PROVIDE INPUT TO THE BOARD OF TRUSTEES ON POLICY MATTERS, TO APPOINT NEW MEMBERS TO THE BOARD OF TRUSTEE,S AND TO PROVIDE RECOMMENDATIONS TO THE NOMINATING COMMITTEE FOR AT-LARGE POSITIONS ON THE BOARD OF TRUSTEES. EACH MEMBERSHIP REPRESENTATION GROUP IS COMPRISED OF MEMBERS WHO FALL WITHIN THE GROUP'S REPRESENTED MEMBERSHIP CLASS, AND ARE ELECTED ANNUALLY BY THE CAI MEMBERS WITHIN THE REPRESENTED CLASS USING INTERNET-BASED BALLOTING ELECTIONS. CAI HAS THREE MEMBERSHIP REPRESENTATION GROUPS, AS FOLLOWS: (1) "COMMUNITY ASSOCIATION MANAGERS COUNCIL" CONSISTS OF TWELVE MEMBERS FROM EITHER THE COMMUNITY MANAGERS MEMBERSHIP CLASS OR THE DESIGNATED REPRESNTATIVES OF THE MANAGEMENT COMPANIES MEMBERSHIP CLASS. THE COUNCIL SHALL APPOINT FOUR OF ITS MEMBERS TO SERVCE ON THE BOARD OF TRUSTEES. (2) "HOMEOWNER LEADERS COUNCIL: CONSISTS OF SIX MEMBERS FROM THE HOMEOWNER LEADERS MEMBERSHIP CLASS. THE COMMITTEE SHALL APPOINT TWO OF ITS MEMBERS TO SERVE ON THE BOARD OF TRUSTEES. (3) "BUSINESS PARTNERS COUNCIL" CONSISTS OF TWELVE MEMBERS FROM THE BUSINESS PARTNERS MEMBERSHIP CLASS. THE COUNCIL SHALL APPOINT TWO IF ITS MEMBERS TO SERVE ON THE BOARD OF TRUSTEES. THE NOMINATING COMMITTEE SHALL CONSIST OF EIGHT MEMBERS OF THE ASSOCIATION AND SHALL APPOINT THE FOUR "AT-LARGE" MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THERE IS AN ANNUAL MEETING OF THE MEMBERS OF CAI FOR THE TRANSACTION OF ANY NECESSARY BUSINESS DETERMINED BY THE BOARD OF TRUSTEES AND NOTIFIED TO THE MEMBERS AT LEAST THIRTY DAYS PRIOR TO THE MEETING. EACH MEMBER IS ENTITLED TO CAST ONE VOTE ON ALL MATTERS REQUIRED TO BE VOTED UPON BY MEMBERS. ANY TEN MEMBERS OF CAI PRESENT IN PERSON OR BY PROXY ARE DEEMED TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS AT THE MEETING. IN ADDITION, ANY PROPOSED 'MATERIAL' AMENDMENTS TO OR ALTERATIONS OF THE CAI BYLAWS REQUIRE THE AFFIRMATIVE VOTE OF THE AGGREGATE MAJORITY OF THE MEMBERS OF ALL MEMBERSHIP REPRESENTATION GROUPS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND THE DIRECTOR OF FINANCE REVIEW THE FORM 990 AND ALSO HAVE THE PROGRAM ARE HEADS UPDATED APPLICABLE SECTIONS AND DESCRIPTIONS AS NEEDED. THE BOARD REVIEW A FULL COPY OF THE RETURN BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF TRUSTEE MEMBERS AS WELL AS ALL OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT AND DISCLOSE ANY POTENTIAL ISSUES. OTHER EMPLOYEES SIGN AN ACKNOWLEDGEMENT UPON HIRE THAT THEY HAVE READ AND UNDERSTAND THE POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY, CONTAINED WITHIN THE EMPLOYEE HANDBOOK. FORM 990, PART VI, SECTION B, LINE 15A THE CHIEF EXECUTIVE OFFICER HAS AN ANNUAL REVIEW CONDUCTED BY AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. PUBLISHED NOT-FOR-PROFIT SALARY BENCHMARKS ARE UTILIZED IN THE DISCUSSION. FORM 990, PART VI, SECTION C, LINE 19 CAI'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE GENERAL PUBLIC ONLY UPON WRITTEN REQUEST. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ASSOCIATION'S WEBSITE. COMMUNITY ASSOCIATIONS INSTITUTE PAC 6402 ARLINGTON BLVD STE 500 FALLS CHURCH VA 22042 POLITICAL ACTION COMMITTEE VA 527 0 COMMUNITY ASSOCIATIONS INSTITUTE POLITICAL ACTION COMMITTEE - VA FUND 6402 ARLINGTON BLVD STE 500 FALLS CHURCH VA 22042 POLITICAL ACTION COMMITTEE VA 527 0 COMMUNITY ASSOCIATIONS INSTITUTE PAC ILLINOIS 6402 ARLINGTON BLVD STE 500 FALLS CHURCH VA 22042 POLITICAL ACTION COMMITTEE IL 527 0 COMMUNITY ASSOCIATIONS INSTITUTE PAC NEVADA 6402 ARLINGTON BLVD STE 500 FALLS CHURCH VA 22042 POLITICAL ACTION COMMITTEE NV 527 0 COMMUNITY ASSOCIATIONS INSTITUTE PAC - PENNSYLVANIA 6402 ARLINGTON BLVD STE 500 FALLS CHURCH VA 22042 POLITICAL ACTION COMMITTEE PA 527 0 COMMUNITY ASSOCIATIONS INSTITUTE PAC - TENNESSEE 6402 ARLINGTON BLVD STE 500 FALLS CHURCH VA 22042 POLITICAL ACTION COMMITTEE TN 527 0 COMMUNITY ASSOCIATIONS INSTITUTE PAC - GEORGIA 6402 ARLINGTON BLVD STE 500 FALLS CHURCH VA 22042 POLITICAL ACTION COMMITTEE GA 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0