2018-05-14T12:07:46-05:00 2017-06-30 521855942 Tate and Tryon 2021 L Street NW Suite 400 Washington DC 20036 990 2016-07-01 237392984 COMMUNITY ASSOCIATIONS INSTITUTE COMM 7039709220 6402 ARLINGTON BLVD No 500 FALLS CHURCH VA 22042 BRUCE A TOWNSEND CHIEF FINANCIAL OFFICER 7039709220 2018-05-14 1 R Michael Sorrells P00001737 2022932200 216.59.105.130 2018-05-14 12:07:41 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5BC65B47B3A1F1CE2534BD8A8DAEFAC1BF945F16 2016 2021-01-29 14:40:06Z THOMAS M SKIBA 6402 ARLINGTON BLVD No 500 FALLS CHURCH VA 22042 13523818 0 X www.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 64 250 410485 0 2592 4444 12447542 12883601 207367 148551 145853 65166 12803354 13101762 8031 4010 0 0 5113373 5375778 0 0 0 7110693 7498457 12232097 12878245 571257 223517 8570648 9927435 5577678 6273331 2992970 3654104 X 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 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. Government & public affairs, Membership, and President's Club 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 31 0 1 64 1 1 1 0 0 0 1 1 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 7039709264 6402 ARLINGTON BLVD No 500 FALLS CHURCH VA 22042 Gregory G Smith CMCA AMS PRESIDENT 2.00 X X 0 0 0 John Hammersmith CMCA AMS president-elect 2.00 X X 0 0 0 Kelly G Richardson Esq Immed. Past President 2.00 X X 0 0 0 Pamela D Bailey CMCA AMS PCAM TRUSTEE (as of jan '17) 2.00 X 0 0 0 Brendan P Bunn Esq TRUSTEE 2.00 X 0 0 0 Ursula K Burgess Esq TRUSTEE 2.00 X 0 0 0 Cat Carmichael CMCA PCAM TRUSTEE 2.00 X 0 0 0 John Joseph Carona Jr AMS PCAM TRUSTEE 2.00 X 0 0 0 Vanessa Dreyer PCAM TRUSTEE 2.00 X 0 0 0 Lincoln W Hobbs ESQ TRUSTEE (as of jan '17) 2.00 X 0 0 0 Joel W Meskin ESQ CIRMS TRUSTEE (as of jan '17) 2.00 X 0 0 0 Janet L Newcomb TRUSTEE (as of jan '17) 2.00 X 0 0 0 Judith Silva TRUSTEE 2.00 X 0 0 0 Jessica Towles CMCA AMS PCAM TRUSTEE (as of jan '17) 2.00 X 0 0 0 Joseph C Wise CMCA AMS PCAM TRUSTEE 2.00 X 0 0 0 David I Caplan CMCA AMS Immed. Past President (until Jan '17) 2.00 X X 0 0 0 Tracy M Clay CMCA AMS PCAM TRUSTEE (until jan '17) 2.00 X 0 0 0 John Connors TRUSTEE (until jan '17) 2.00 X 0 0 0 James H Dodson IV CMCA AMS TRUSTEE (until jan '17) 2.00 X 0 0 0 Bruce R Gran CMCA AMS PCAM TRUSTEE (until jan '17) 2.00 X 0 0 0 Tom Skiba CHIEF EXECUTIVE OFFICER 36.80 X 374177 0 42179 Bruce Townsend TREASURER & cHIEF FINANCIAL OFFICER 33.20 X 151473 0 30279 Dawn Bauman Sr VP, GOVERNMENT & PUBLIC AFFAIRS 36.80 X 182557 0 29237 Crystal Wallace VP, Membership & Chapter Relations 40.00 X 117268 0 21716 Dave Jennings VP, Education & Exec Director, FCAR 32.00 X 113050 0 24665 Marc Ingram Director, Advertising & Exhibit Sales 40.00 X 115038 0 12828 Debra Levin Sr. Director 40.00 X 105676 0 13481 1159239 0 174385 8 0 1 0 Viatech Publishing Solutions PO Box 503433 St Louis MO 63150 printing & distribution 297668 AV Partners 5075 Forsyth Commerce Road Orlando FL 32807 conference/event tech rental 173489 Abila PO Box 123395 Dallas TX 75312 database hosting service 150362 LSC Communications PO Box 932987 Cleveland OH 44193 printing & distribution 129663 4 4444 4444 MEMBERSHIP DUES 900099 6270142 6270142 EDUC. COURSES/WEBINARS 611600 2797579 2787579 10000 CONFS/SEMINARS/WRKSHPS 900099 1907925 1225900 682025 DESIGNATION PRGM FEES 611430 744166 744166 AFFILIATES MGMT FEES 561000 737200 737200 426589 16104 410485 12883601 150390 150390 258928 258928 41015 42854 -1839 -1839 -1839 185164 379202 -194038 -194038 MISCELLANEOUS 900099 276 276 276 13101762 11587053 410485 1099780 300 3710 817662 3828579 119792 294497 315248 40878 25715 93900 43373 235385 129310 592044 293087 397060 403574 1935947 7163 316094 26930 CHAPTER REBATES 2151725 PUBLICATION COSTS 323222 COMMISSIONS 180579 DUES & SUBSCRIPTIONS 104625 197846 12878245 693528 1617490 2186268 1792042 41728 158428 113556 120852 192028 155620 1939674 1357643 781654 582031 4234782 5215178 195023 153713 132081 132081 8570648 9927435 645815 1440494 3911999 3908349 1019864 924488 5577678 6273331 X 2992970 3654104 2992970 3654104 8570648 9927435 223517 437617 0 X X 0 1 X 1 0 Comm Assoc Inst PAC (CAI-PAC) 6402 Arlington Blvd Ste 500 Falls Church VA 22042 2125 CAI PAC Illinois 6402 Arlington Blvd Ste 500 Falls Church VA 22042 3190 CAI PAC Nevada 6402 Arlington Blvd Ste 500 Falls Church VA 22042 2840 CAI PAC-Virginia Fund 6402 Arlington Blvd Ste 500 Falls Church VA 22042 46700 0 0 1 6270142 930399 -1974068 -1043669 1065924 -2109593 Part I-A, Line 1: CAI participates indirectly in political campaign activities through its federal and state Political Action Committees. 714142 416583 297559 471605 325089 146516 753927 615971 137956 582031 DUE TO CAI CHAPTERS/COMMITTEES 249588 DEFERRED RENT LIABILITY 629623 CAPITAL LEASE PAYABLE 45277 924488 13973436 437617 434057 871674 13101762 0 13101762 13300697 422452 422452 12878245 0 12878245 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. X X X X X X 0 0 0 Tom Skiba CHIEF EXECUTIVE OFFICER 315920 0 47778 0 10479 0 13513 0 29733 0 417423 0 0 0 Bruce Townsend TREASURER & cHIEF FINANCIAL OFFICER 149969 0 0 0 1504 0 6559 0 24566 0 182598 0 0 0 Dawn Bauman Sr VP, GOVERNMENT & PUBLIC AFFAIRS 181925 0 0 0 632 0 7825 0 27259 0 217641 0 0 0 Form 990, Part VI, Section A, line 6 Membership 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 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 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 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 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 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. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0