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COMMUNITY ASSOCIATIONS INSTITUTE: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY ASSOCIATIONS INSTITUTE (EIN 23-7392984)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201821349349302392
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T12:07:46-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521855942PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Tate and TryonBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 L Street NW Suite 400AddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237392984EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY ASSOCIATIONS INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone7039709220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16402 ARLINGTON BLVD No 500AddressLine1Txt
CityFALLS CHURCHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22042ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE A TOWNSENDPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone7039709220PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonR Michael SorrellsPreparerPersonNm
PTINP00001737PTIN
Phone2022932200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.59.105.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-14IPDt
IP Tm12:07:41IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id5BC65B47B3A1F1CE2534BD8A8DAEFAC1BF945F16AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS M SKIBAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16402 ARLINGTON BLVD No 500AddressLine1Txt
CityFALLS CHURCHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22042ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,523,818GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.caionline.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1973FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionCommunity 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.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee64TotalEmployeeCnt
Total Volunteers250TotalVolunteersCnt
Total Gross UBI$410,485TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,592PYContributionsGrantsAmt
CY Contributions Grants$4,444CYContributionsGrantsAmt
PY Program Service Revenue$12,447,542PYProgramServiceRevenueAmt
CY Program Service Revenue$12,883,601CYProgramServiceRevenueAmt
PY Investment Income$207,367PYInvestmentIncomeAmt
CY Investment Income$148,551CYInvestmentIncomeAmt
PY Other Revenue$145,853PYOtherRevenueAmt
CY Other Revenue$65,166CYOtherRevenueAmt
PY Total Revenue$12,803,354PYTotalRevenueAmt
CY Total Revenue$13,101,762CYTotalRevenueAmt
PY Grants And Similar Paid$8,031PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,010CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,113,373PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,375,778CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$7,110,693PYOtherExpensesAmt
CY Other Expenses$7,498,457CYOtherExpensesAmt
PY Total Expenses$12,232,097PYTotalExpensesAmt
CY Total Expenses$12,878,245CYTotalExpensesAmt
PY Revenues Less Expenses$571,257PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$223,517CYRevenuesLessExpensesAmt
Total Assets BOY$8,570,648TotalAssetsBOYAmt
Total Assets EOY$9,927,435TotalAssetsEOYAmt
Total Liabilities BOY$5,577,678TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,273,331TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,992,970NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,654,104NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCAI 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescEDUCATIONAL 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPUBLICATIONS 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescChapter Development and Services - CAI has 63 chapters worldwide, including 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescGovernment & public affairs, Membership, and President's ClubDesc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document31IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee64EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7039709264PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16402 ARLINGTON BLVD No 500AddressLine1Txt
CityFALLS CHURCHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22042ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Gregory G Smith CMCA AMS
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
John Hammersmith CMCA AMS
president-elect2.00Yes (X)Yes (X)$0$0$0
Kelly G Richardson Esq
Immed. Past President2.00Yes (X)Yes (X)$0$0$0
Pamela D Bailey CMCA AMS PCAM
TRUSTEE (as of jan '17)2.00Yes (X)$0$0$0
Brendan P Bunn Esq
TRUSTEE2.00Yes (X)$0$0$0
Ursula K Burgess Esq
TRUSTEE2.00Yes (X)$0$0$0
Cat Carmichael CMCA PCAM
TRUSTEE2.00Yes (X)$0$0$0
John Joseph Carona Jr AMS PCAM
TRUSTEE2.00Yes (X)$0$0$0
Vanessa Dreyer PCAM
TRUSTEE2.00Yes (X)$0$0$0
Lincoln W Hobbs ESQ
TRUSTEE (as of jan '17)2.00Yes (X)$0$0$0
Joel W Meskin ESQ CIRMS
TRUSTEE (as of jan '17)2.00Yes (X)$0$0$0
Janet L Newcomb
TRUSTEE (as of jan '17)2.00Yes (X)$0$0$0
Judith Silva
TRUSTEE2.00Yes (X)$0$0$0
Jessica Towles CMCA AMS PCAM
TRUSTEE (as of jan '17)2.00Yes (X)$0$0$0
Joseph C Wise CMCA AMS PCAM
TRUSTEE2.00Yes (X)$0$0$0
David I Caplan CMCA AMS
Immed. Past President (until Jan '17)2.00Yes (X)Yes (X)$0$0$0
Tracy M Clay CMCA AMS PCAM
TRUSTEE (until jan '17)2.00Yes (X)$0$0$0
John Connors
TRUSTEE (until jan '17)2.00Yes (X)$0$0$0
James H Dodson IV CMCA AMS
TRUSTEE (until jan '17)2.00Yes (X)$0$0$0
Bruce R Gran CMCA AMS PCAM
TRUSTEE (until jan '17)2.00Yes (X)$0$0$0
Tom Skiba
CHIEF EXECUTIVE OFFICER36.80Yes (X)$374,177$0$42,179
Bruce Townsend
TREASURER & cHIEF FINANCIAL OFFICER33.20Yes (X)$151,473$0$30,279
Dawn Bauman
Sr VP, GOVERNMENT & PUBLIC AFFAIRS36.80$182,557$0$29,237Yes (X)
Crystal Wallace
VP, Membership & Chapter Relations40.00$117,268$0$21,716Yes (X)
Dave Jennings
VP, Education & Exec Director, FCAR32.00$113,050$0$24,665Yes (X)
Marc Ingram
Director, Advertising & Exhibit Sales40.00$115,038$0$12,828Yes (X)
Debra Levin
Sr. Director40.00$105,676$0$13,481Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,159,239TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$174,385TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Viatech Publishing Solutions
PO Box 503433St LouisMO63150printing & distribution$297,668
AV Partners
5075 Forsyth Commerce RoadOrlandoFL32807conference/event tech rental$173,489
Abila
PO Box 123395DallasTX75312database hosting service$150,362
LSC Communications
PO Box 932987ClevelandOH44193printing & distribution$129,663
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
All Other Contributions$4,444AllOtherContributionsAmt
Total Contributions$4,444TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
MEMBERSHIP DUES900099$6,270,142$6,270,142
EDUC. COURSES/WEBINARS611600$2,797,579$2,787,579$10,000
CONFS/SEMINARS/WRKSHPS900099$1,907,925$1,225,900$682,025
DESIGNATION PRGM FEES611430$744,166$744,166
AFFILIATES MGMT FEES561000$737,200$737,200

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$426,589TotalRevenueColumnAmt
Related Or Exempt Func Income$16,104RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$410,485UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$12,883,601TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$150,390TotalRevenueColumnAmt
Exclusion$150,390ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$258,928TotalRevenueColumnAmt
Exclusion$258,928ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$41,015SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$42,854SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,839SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,839TotalRevenueColumnAmt
Exclusion-$1,839ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$185,164GrossSalesOfInventoryAmt
Cost Of Goods Sold$379,202CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$194,038TotalRevenueColumnAmt
Related Or Exempt Func Income-$194,038RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$276TotalRevenueColumnAmt
Exclusion$276ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$276OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,101,762TotalRevenueColumnAmt
Related Or Exempt Func Income$11,587,053RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$410,485UnrelatedBusinessRevenueAmt
Exclusion$1,099,780ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$300TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$3,710TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$817,662TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,828,579TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$119,792TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$294,497TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$315,248TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$40,878TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,715TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$93,900TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$43,373TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$235,385TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$129,310TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$592,044TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$293,087TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$397,060TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$403,574TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,935,947TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$7,163TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$316,094TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,930TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CHAPTER REBATES$2,151,725
PUBLICATION COSTS$323,222
COMMISSIONS$180,579
DUES & SUBSCRIPTIONS$104,625

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$197,846TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,878,245TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$693,528BOYAmt
EOY$1,617,490EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,186,268BOYAmt
EOY$1,792,042EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$41,728BOYAmt
EOY$158,428EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$113,556BOYAmt
EOY$120,852EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$192,028BOYAmt
EOY$155,620EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,939,674LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,357,643LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$781,654BOYAmt
EOY$582,031EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,234,782BOYAmt
EOY$5,215,178EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$195,023BOYAmt
EOY$153,713EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$132,081BOYAmt
EOY$132,081EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,570,648BOYAmt
EOY$9,927,435EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$645,815BOYAmt
EOY$1,440,494EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,911,999BOYAmt
EOY$3,908,349EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,019,864BOYAmt
EOY$924,488EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,577,678BOYAmt
EOY$6,273,331EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,992,970BOYAmt
EOY$3,654,104EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,992,970BOYAmt
EOY$3,654,104EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,570,648BOYAmt
EOY$9,927,435EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$223,517ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$437,617NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Section527 Political Org Section527PoliticalOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdContributions Rcvd DlvrContributionsRcvdDlvrAmt
Comm Assoc Inst PAC (CAI-PAC)
6402 Arlington Blvd Ste 500Falls ChurchVA22042$2,125
CAI PAC Illinois
6402 Arlington Blvd Ste 500Falls ChurchVA22042$3,190
CAI PAC Nevada
6402 Arlington Blvd Ste 500Falls ChurchVA22042$2,840
CAI PAC-Virginia Fund
6402 Arlington Blvd Ste 500Falls ChurchVA22042$46,700
FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$6,270,142DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$930,399NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov-$1,974,068NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot-$1,043,669NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$1,065,924AggregateReportedDuesNtcAmt
Carried Over-$2,109,593CarriedOverAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I-A, Line 1:FormAndLineReferenceDesc
ExplanationCAI participates indirectly in political campaign activities through its federal and state Political Action Committees.ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$714,142OtherCostOrOtherBasisAmt
Depreciation$416,583DepreciationAmt
Book Value$297,559BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$471,605OtherCostOrOtherBasisAmt
Depreciation$325,089DepreciationAmt
Book Value$146,516BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$753,927OtherCostOrOtherBasisAmt
Depreciation$615,971DepreciationAmt
Book Value$137,956BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$582,031TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO CAI CHAPTERS/COMMITTEES$249,588
DEFERRED RENT LIABILITY$629,623
CAPITAL LEASE PAYABLE$45,277
FieldValueIRS element (for citing)
Total Liability$924,488TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$13,973,436TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$437,617NetUnrealizedGainsInvstAmt
Other Revenue$434,057OtherRevenueAmt
Revenue Not Reported$871,674RevenueNotReportedAmt
Revenue Subtotal$13,101,762RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$13,101,762TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,300,697TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$422,452OtherExpensesIncludedAmt
Expenses Not Reported$422,452ExpensesNotReportedAmt
Expenses Subtotal$12,878,245ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$12,878,245TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part XI, Line 2d - Other Adjustments:PAC Contribution Revenue 54,855. COST OF GOODS SOLD 379,202.
Part XII, Line 2d - Other Adjustments:COST OF GOODS SOLD 379,202. PAC EXPENSES 43,250.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Tom Skiba
CHIEF EXECUTIVE OFFICER$315,920$0$47,778$0$10,479$0$13,513$0$29,733$0$417,423$0$0$0
Bruce Townsend
TREASURER & cHIEF FINANCIAL OFFICER$149,969$0$0$0$1,504$0$6,559$0$24,566$0$182,598$0$0$0
Dawn Bauman
Sr VP, GOVERNMENT & PUBLIC AFFAIRS$181,925$0$0$0$632$0$7,825$0$27,259$0$217,641$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 6Membership in CAI is open to individuals, corporations, public agencies, associations, partnerships and other entities that subscribe to and support 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. The membership of CAI shall consist of the following: (1) "Community Association Volunteers" is available to all individuals residing in or owning a unit in a community association. Community Association Volunteers are considered to be individual members of CAI with full voting rights. (2) "Community Managers" consist of professional managers of all types of association-governed communities. All Community Managers are treated as individual members of CAI with full voting rights. (3) "Business Partners" consist of professionals and other providers of products, services, support, and counsel to association-governed communities, including developers of such communities. The company, partnership, corporation, or other business entity designates an individual to exercise voting rights for the entity. Employees of a Business Partner member will be permitted to be elected or appointed to committees, the Business Partners Council, or the Board of Trustees. (4) "Management Companies" consists of community association management companies. Each Management Company membership includes an individual manager membership to be held by the CEO (or equivalent position) of the management company who exercises the management company's voting rights.
Form 990, Part VI, Section A, line 7aCAI 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 Trustees, 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) "Association of Professional Community Managers Board" (APCM) consists of twelve members from either the Community Managers membership class or the designated representatives of the Management Companies membership class. The APCM Board may appoint any four of its members to serve on the Board of Trustees. (2) "Community Association Volunteers Committee" consists of six members from the Community Association Volunteers membership class. The Committee may appoint any 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 may appoint any two of 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 7bThere 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 11bTHE CHIEF FINANCIAL OFFICER AND THE DIRECTOR OF ACCOUNTING REVIEW THE FORM 990 AND ALSO HAVE THE PROGRAM AREA HEADS UPDATE APPLICABLE SECTIONS AND DESCRIPTIONS AS NEEDED. The board reviews a full copy of the return prior to filing.
Form 990, Part VI, Section B, line 12cALL 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 15aTHE 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 19CAI'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.
FORM 990, PART XII, LINE 2C:THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
Community Associations Institute PAC
6402 ARlington Blvd Ste 500Falls ChurchVA22042Political Action CommitteeVA5270
Community Associations Institute Political Action Committee - VA Fund
6402 ARlington Blvd Ste 500falls ChurchVA22042Political Action CommitteeVA5270
Community Associations Institute PAC Illinois
6402 Arlington Blvd Ste 500falls ChurchVA22042Political Action CommitteeIL5270
Community Associations Institute PAC Nevada
6402 Arlington Blvd Ste 500falls ChurchVA22042Political Action CommitteeNV5270
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd