2014-05-13T12:31:51-05:00 2013-06-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2012-07-01 237392984 COMMUNITY ASSOCIATIONS INSTITUTE COMM 7039709220 6402 ARLINGTON BLVD NO 500 FALLS CHURCH VA 22042 BRUCE A TOWNSEND 7039709220 2014-05-13 1 SUBRINA L WOOD P00365899 2022932200 2012 2015-11-30 17:44:51Z THOMAS M SKIBA 6402 ARLINGTON BLVD NO 500 FALLS CHURCH VA 22042 11407303 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. 14 14 57 150 432714 -1470 12182 4978 10744433 10828851 38003 77325 383859 361348 11178477 11272502 14138 271 0 0 4263856 4489637 0 0 0 6619332 6644896 10897326 11134804 281151 137698 6413313 6751053 5225153 5230110 1188160 1520943 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. ADVOCACY - CAI'S GOVERNMENT AND PUBLIC AFFAIRS DEPARTMENT REPRESENTS THE INTERESTS OF COMMUNITY ASSOCIATION RESIDENTS AND PROFESSIONALS BEFORE THE U.S. CONGRESS, FEDERAL AGENCIES AND A MULTITUDE OF OTHER POLICY-SETTING BODIES ON ISSUES RANGING FROM TELECOMMUNICATIONS, TAXES, FAIR HOUSING, INSURANCE, BANKRUPTCY REFORM, AND PRIVATE PROPERTY PROTECTION. THE LEGISLATIVE STAFF ALSO WORKS CLOSELY WITH OVER 30 STATE LEGISLATIVE ACTION COMMITTEES TO PROTECT MEMBERS' INTERESTS BEFORE STATE AND LOCAL LEGISLATIVE AND REGULATORY BODIES. CAI ALSO PREPARES AMICUS CURIAE (FRIEND OF THE COURT) BRIEFS IN FEDERAL AND STATE CASES THAT POSE QUESTIONS OF SIGNIFICANT IMPORTANCE IN COMMUNITY ASSOCIATION LAW. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 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 1 0 0 1 0 0 57 1 1 1 0 0 0 1 1 0 X 14 14 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 DENNIS C ABBOTT 2.00 0.00 X X 0 0 0 JULIE MCGHEE HOWARD ESQ 2.00 0.00 X X 0 0 0 PAMELA D BAILEY CMCA AMS PCAM 2.00 0.00 X 0 0 0 DAVID I CAPLAN 2.00 0.00 X 0 0 0 ELBERT BOOTHBY CMCA AMS PCAM 2.00 0.00 X 0 0 0 SCOTT B CARPENTER ESQ 2.00 0.00 X 0 0 0 KATHY BEAULNE AMS PCAM 2.00 0.00 X 0 0 0 BRUCE R GRAN 2.00 0.00 X 0 0 0 MARGE IMFELD PCAM 2.00 0.00 X 0 0 0 ROBERT RIDDICK CMCA 2.00 0.00 X 0 0 0 CATHY S KELLY CMCA AMS PCAM 2.00 0.00 X 0 0 0 KELLY G RICHARDSON ESQ 2.00 0.00 X 0 0 0 ROBERT RIDDICK 2.00 0.00 X 0 0 0 GREGORY G SMITH CMCA AMS PCAM 2.00 0.00 X 0 0 0 THOMAS M SKIBA 37.50 0.00 X 323157 0 19142 BRUCE A TOWNSEND CPA 27.50 10.00 X 90808 33021 13000 DAWN BAUMAN 10.00 27.50 X 28219 77603 2648 FRANK RATHBUN 37.50 0.00 X 116996 0 4791 META TSHILOMBO 37.50 0.00 X 107304 0 12362 CRYSTAL WALLACE 37.50 0.00 X 106063 0 8471 MARC INGRAM 37.50 0.00 X 104395 0 8318 876942 110624 68732 8 0 1 0 JBG CONTRACTORS 5881 LEESBURG PIKE FALLS CHURCH VA 22041 MANAGEMENT COMPANY 251078 OLD TOWN IT 625 N WASHINGTON STREET 310 ALEXANDRIA VA 22314 IT CONSULTANT 188108 2 4978 4978 MEMBERSHIP DUES 900099 5529553 5529553 EDUC. COURSES/WEBINARS 611600 2260640 2253735 7500 -595 CONFS/SEMINARS/WRKSHPS 900099 1556683 942330 614353 AFFILIATES MGMT FEES 561000 529000 529000 DESIGNATION PRGM FEES 611430 503686 503686 449289 21075 425214 3000 10828851 82569 82569 211742 211742 33732 1575 39579 972 -5847 603 -5244 -5244 227581 94250 133331 133331 MISCELLANEOUS 900099 16275 16275 16275 11272502 9912710 432714 922100 271 597056 3286271 107764 201910 296636 18091 22575 302474 10627 306246 153486 381203 333711 1643723 4841 347154 23080 CHAPTER REBATES 2021287 PUBLICATION COSTS 388717 COMMISSIONS 191828 CREDIT CARD FEES 188245 307608 11134804 942051 620447 378955 412829 96048 71269 117406 121168 118054 161949 2653124 1507451 1301737 1145673 3144223 3882156 171273 194936 143566 140626 6413313 6751053 731814 564806 3244710 3461076 1248629 1204228 5225153 5230110 X 1188160 1520943 1188160 1520943 6413313 6751053 137698 195085 0 X X 0 1 X 1 0 0 0 1 5529553 309199 -62545 246654 940024 -693370 714142 156895 557247 230237 91315 138922 1708745 1259241 449504 1145673 DUE TO AFFILIATED ORGANIZATIONS 19964 DUE TO CAI CHAPTERS/COMMITTEES 203059 DEFERRED RENT LIABILITY 981205 1204228 X 11561837 195085 195085 11366752 -94250 -94250 11272502 11229054 94250 94250 11134804 0 11134804 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE INSTITUTE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE YEARS ENDED JUNE 30, 2010 THROUGH 2013 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -94,250. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 94,250. X X X 0 0 0 THOMAS M SKIBA 262502 0 30000 0 30655 0 11551 0 8582 0 343290 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. CAI HAS FOUR CLASSES OF MEMBERSHIP, AS FOLLOWS: (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 EACH MEMBER OF CAI IS ELIGIBLE TO SERVE ON CAI COUNCILS, COMMITTEES AND BOARDS, INCLUDING THE BOARD OF TRUSTEES AND MEMBERSHIP REPRESENTATION GROUPS. 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. 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 11 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. 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 OFFICERS 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 ASSOCIATION INSTITUTE RESEARCH FOUNDATION 6402 ARLINGTON BLVD 500 FALLS CHURCH VA 22042 237438451 SUPPORTS AND CONDUCTS COMMUNITY RESEARCH, DEVELOPMENT, & SCHOLARSHIP DC 501(C)(3) LINE 9 0 NATIONAL BOARD OF CERTIFICATION FOR COMMUNITY ASSOCIATION MANAGERS 6402 ARLINGTON BLVD 510 FALLS CHURCH VA 22042 541794091 ADMINISTERS THE "CERTIFIED MANAGER OF COMMUNITY ASSOCIATIONS" CERT PROGRAM DC 501(C)(6) 0 CAI SERVICES INC 6402 ARLINGTON BLVD SUITE 500 FALLS CHURCH VA 22042 542040247 WITHDRAWN AS A CORPORATION IN 2011 VA COMMUNITY ASSOCIATIONS INSTITUTE C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0