COMMUNITY ASSOCIATIONS INSTITUTE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY ASSOCIATIONS INSTITUTE (EIN 95-3326253)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201343179349305549
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T16:55:02-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330382278 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INOUYE SHIVELY LONGTIN KLATT CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23041 AVE DE LA CARLOTA STE 310 | AddressLine1 |
| City | LAGUNA HILLS | City |
| State | CA | State |
| ZIP Code | 92653 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953326253 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ASSOCIATION INSTITUTE | BusinessNameLine1 |
| Business Name Line2 | ORANGE COUNTY REGIONAL CHAPTER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 7144791022 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1971 E 4TH STREET NO 280 | AddressLine1 |
| City | SANTA ANA | City |
| State | CA | State |
| ZIP Code | 927053917 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARSE CRANDALL | Name |
| Title | TREASURER | Title |
| Phone | 7144791022 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS E SHIVELY CPA | Name |
| PTIN | P00012603 | PTIN |
| Phone | 9495866640 | Phone |
| Date Prepared | 2013-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHY GONZALEZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1971 E 4TH STREET NO 280 | AddressLine1 |
| City | SANTA ANA | City |
| State | CA | State |
| ZIP Code | 927053917 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 948696 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CAIOC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO EDUCATE AND INFORM THOSE LIVING IN AND WORKING WITH COMMON INTEREST DEVELOPMENTS IN ORANGE COUNTY, CALIFORNIA WITH CURRENT AND TIMELY INFORMATION ABOUT COMMON INTEREST DEVELOPMENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 175 | TotalNbrVolunteers |
| Total Gross UBI | 158366 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -53 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 69354 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 105386 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 776926 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 842377 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 92 | InvestmentIncomePriorYear |
| Investment Income Current Year | 91 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 805 | OtherRevenuePriorYear |
| Other Revenue Current Year | -53 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 847177 | TotalRevenuePriorYear |
| Total Revenue Current Year | 947801 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 157937 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 173526 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 657592 | OtherExpensePriorYear |
| Other Expenses Current Year | 718528 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 815529 | TotalExpensesPriorYear |
| Total Expenses Current Year | 892054 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 31648 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 55747 | RevenuesLessExpensesCY |
| Total Assets BOY | 407101 | TotalAssetsBOY |
| Total Assets EOY | 464017 | TotalAssetsEOY |
| Total Liabilities BOY | 294866 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 296035 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 112235 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 167982 | NetAssetsOrFundBalancesEOY |
| Mission Description | EDUCATION REGARDING THE COMMUNITY ASSOCIATION INDUSTRY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 0 | Expense |
| Revenue | 0 | Revenue |
| Description | CAI PROVIDED EDUCATIONAL PROGRAMS ON COMMUNITY ASSOCIATION OPERATIONS AND FUNCTIONS. PROGRAMS ALSO PROVIDE LITERATURE AND HANDOUTS OF RELATED PRINTED MATTER. PUBLIC RELATIONS AND SOCIAL PROGRAMS SUPPLEMENT AND EXPAND THE EDUCATIONAL PROGRAMS AND SEEK TO FOSTER INTEREST IN THE CHAPTER AND TO INFORM THE PUBLIC IN GENERAL, AS TO THE NATURE OF COMMUNITY ASSOCIATIONS AND THE PURPOSE OF CAI AND TO PROVIDE NETWORKING AMONG MEMBERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAI'S MAGAZINE IS THE PRIMARY COMMUNICATIONS DEVICE BETWEEN MEMBERS AND THE LEADERSHIP OF THE CHAPTER. IT ADVISES AS TO WHAT PROGRAMS HAVE OCCURRED AND WHAT PROGRAMS ARE PLANNED. IT ALSO CONTAINS EDUCATIONAL AND INFORMATIVE "HOW TO" INFORMATION. THE WEBSITE SUPPLEMENTS AND EXPANDS THE COMMUNICATIONS OF THE MAGAZINE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY GONZALES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7144791022 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1971 E 4TH STREET 280 | AddressLine1 |
| City | SANTA ANA | City |
| State | CA | State |
| ZIP Code | 92705 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DARSE CRANDALL | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| RUTH MAY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DORI KAGAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DENISE IGER | ||||||
| VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| RAMONA ACOSTA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LANI KANESHIRO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JAMIE HACKWITH | ||||||
| PRESIDENT ELECT | 5.00 | X | X | 0 | 0 | 0 |
| VALERIA BONALES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WENDY BUCKNUM | ||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| PATRICK PRENDIVILLE | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| KATHY GONZALEZ | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | 79404 | 0 | 0 |
| FARRAH ESQUER | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| DON KOLMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KELLY RICHARDSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRIAN MURPHY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL BERG | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 79404 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARRIOTT INTERNATIONAL | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 402642 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30384 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | FACILITIES PROVIDER/RENT | DescriptionOfServices |
| Compensation | 224489 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 105386 | MembershipDues |
| Total Contributions | 105386 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBER SPONSORSHIPS | 900099 | 427652 | 427652 | |
| EDUCATIONAL LUNCHEONS, | 900099 | 256306 | 256306 | |
| MAGAZINE/DIRECTORY/WEB | 541800 | 158419 | 158419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 842377 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91 | TotalRevenueColumn |
| Related Or Exempt Function Income | 91 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 842 | GrossSalesOfInventory |
| Cost Of Goods Sold | 895 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -53 | TotalRevenueColumn |
| Unrelated Business Revenue | -53 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 947801 | TotalRevenueColumn |
| Related Or Exempt Function Income | 684049 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 158366 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79404 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77002 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3932 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13188 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6578 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9605 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15009 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57964 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8443 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1200 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6501 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| INCOME TAXES | 4581 |
| EVENT FOOD/BEVERAGE/FAC | 399476 |
| PRINTING/PHOTOCOPY/MAIN | 64637 |
| COMPUTERS/DATA PROCESSI | 39832 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104702 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 892054 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365213 | BOY |
| EOY | 396338 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37690 | BOY |
| EOY | 48217 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3069 | BOY |
| EOY | 9817 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 31649 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22004 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1129 | BOY |
| EOY | 9645 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 407101 | BOY |
| EOY | 464017 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43154 | BOY |
| EOY | 39661 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242825 | BOY |
| EOY | 246844 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8887 | BOY |
| EOY | 9530 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 294866 | BOY |
| EOY | 296035 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112235 | BOY |
| EOY | 167982 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112235 | BOY |
| EOY | 167982 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 407101 | BOY |
| EOY | 464017 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 55747 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 105386 | DuesAssessments |
| Non Ded Lobby Political Current | 9605 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 9605 | NonDedLobbyPoliticalTotal |
| Taxable | $9,605 | TaxableAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, SUPPLEMENTAL INFORMATION: | Identifier |
| Explanation | THE ORGANIZATION DID NOT USE ANY PORTION OF ITS DUES FOR LOBBYING EXPENDITURES, BUT FACILITATED SPECIAL EVENTS FOR THE BENEFIT OF THE COMMUNITY LEGISLATIVE ACTION COMMITTEE. ALL PROXY TAX IS RELATED TO THE PAYMENT FOR LOBBYING FROM THESE SPECIAL EVENT REVENUES. THE ORGANIZATION PROVIDED MEMBER'S A DUES NOTICE OF 24%, BUT SPENT NO PART OF DUES ON LOBBYING. | Explanation |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31649 | OtherCostOrOtherBasis |
| Depreciation | 22004 | Depreciation |
| Book Value | 9645 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9645 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PCAM SCHOLARSHIP FUND | Description |
| Amount | $9,530 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9530 | TotalOfAmounts |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE BOARD OF DIRECTORS HAS HIRED AN EXECUTIVE DIRECTOR AND OTHER STAFF TO MANAGE THE DAILY OPERATIONS OF THE ORGANIZATION. THE EXECUTIVE DIRECTOR REPORTS DIRECTLY TO THE BOARD OF DIRECTORS FOR APPROVAL OF CERTAIN MATTERS. DECISIONS ON OTHER MATTERS ARE DELEGATED TO THE EXECUTIVE DIRECTOR. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION CONSISTING OF APPROXIMATELY 950 MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ANNUALLY ELECT THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR ALL GOVERNANCE DECISIONS OTHER THAN ELECTION OF THE BOARD OF DIRECTORS AND DISSOLUTION OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE COMMITTEE OF THE ORGANIZATION REVIEWS FORM 990. FORM 990 IS APPROVED BY THE TREASURER AND EXECUTIVE DIRECTOR AND SIGNED BY THE TREASURER. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AT EACH BOARD MEETING, THE BOARD OF DIRECTORS IS ASKED IF THEY HAVE A CONFLICT OF INTEREST WITH RESPECT TO ANY ITEM ON THE AGENDA. CONFLICTS ARE RECORDED IN THE MEETING MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS HIRES STAFF TO MANAGE THE DAILY OPERATIONS OF THE ORGANIZATION. THE BOARD REVIEWS THE ANNUAL SALARY OF THE EXECUTIVE DIRECTOR WITH COMPARABLE DATA FROM ASAE AND THE OTHER CHAPTERS OF CAI. THE EXECUTIVE COMMITTEE PREPARES THE REVIEW FOR THE ENTIRE BOARD OF DIRECTORS TO APPROVE. | |
| FORM 990, PART VI, SECTION C, LINE 18 | DOCUMENTS ARE AVAIABLE AT WWW.CAIOC.ORG AND AT THE ORGANIZATION'S OFFICE ADDRESS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAIABLE AT WWW.CAIOC.ORG AND AT THE ORGANIZATION'S OFFICE ADDRESS. | |
| FORM 990, PART IX, LINE 24E | POSTAGE/FREIGHT/PITNEY BOWES: TOTAL EXPENSES 21,796. CREDIT CARD FEES: TOTAL EXPENSES 17,547. AWARDS & PLAQUES: TOTAL EXPENSES 12,940. GIVEAWAYS: TOTAL EXPENSES 9,383. PARKING: TOTAL EXPENSES 7,315. DECORATIONS: TOTAL EXPENSES 7,229. SIGNAGE: TOTAL EXPENSES 5,593. TELEPHONE: TOTAL EXPENSES 4,247. ENTERTAINMENT: TOTAL EXPENSES 3,300. STAFF DEVELOPMENT: TOTAL EXPENSES 3,093. VOLUNTEERS/GOVERNANCE EXPENSES: TOTAL EXPENSES 3,065. PHOTOGRAPHY: TOTAL EXPENSES 2,642. WEBSITE HOSTING: TOTAL EXPENSES 1,765. DUES & SUBSCRIPTIONS: TOTAL EXPENSES 1,680. OFFICE EQUIPMENT/ALARM: TOTAL EXPENSES 1,670. BAD DEBTS/CHARGE OFFS: TOTAL EXPENSES 639. MISCELLANEOUS: TOTAL EXPENSES 373. TEMPORARY SERVICES: TOTAL EXPENSES 312. PERSONAL PROPERTY TAX: TOTAL EXPENSES 113. | ALL OTHER FUNCTIONAL EXPENSES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ASSOCIATION INSTITUTE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 REINEKERS LANE 300 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 22314 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237392984 | EIN |
| Primary Activities | EDUCATION REGARDING THE COMMUNITY ASSOCIATION INDUSTRY. | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(C)(6) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |