2013-11-13T16:55:02-06:00 2012-12-31 330382278 INOUYE SHIVELY LONGTIN KLATT CPA 23041 AVE DE LA CARLOTA STE 310 LAGUNA HILLS CA 92653 990 2012-01-01 953326253 COMMUNITY ASSOCIATION INSTITUTE ORANGE COUNTY REGIONAL CHAPTER COMM 7144791022 1971 E 4TH STREET NO 280 SANTA ANA CA 927053917 DARSE CRANDALL 7144791022 2013-11-12 1 DOUGLAS E SHIVELY CPA P00012603 9495866640 2013-11-12 2012 2016-02-24 21:20:13Z KATHY GONZALEZ 1971 E 4TH STREET NO 280 SANTA ANA CA 927053917 948696 0 X WWW.CAIOC.ORG X 1977 CA 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. 16 16 4 175 158366 -53 69354 105386 776926 842377 92 91 805 -53 847177 947801 0 0 0 0 157937 173526 0 0 0 657592 718528 815529 892054 31648 55747 407101 464017 294866 296035 112235 167982 EDUCATION REGARDING THE COMMUNITY ASSOCIATION INDUSTRY. 0 0 0 0 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. 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. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 7 0 1 4 1 1 1 0 0 0 0 0 X 16 16 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KATHY GONZALES 7144791022 1971 E 4TH STREET 280 SANTA ANA CA 92705 DARSE CRANDALL 5.00 X X 0 0 0 RUTH MAY 1.00 X 0 0 0 DORI KAGAN 1.00 X 0 0 0 DENISE IGER 5.00 X X 0 0 0 RAMONA ACOSTA 1.00 X 0 0 0 LANI KANESHIRO 1.00 X 0 0 0 JAMIE HACKWITH 5.00 X X 0 0 0 VALERIA BONALES 1.00 X 0 0 0 WENDY BUCKNUM 5.00 X X 0 0 0 PATRICK PRENDIVILLE 5.00 X X 0 0 0 KATHY GONZALEZ 40.00 X X 79404 0 0 FARRAH ESQUER 5.00 X X 0 0 0 DON KOLMAN 1.00 X 0 0 0 KELLY RICHARDSON 1.00 X 0 0 0 BRIAN MURPHY 1.00 X 0 0 0 MICHAEL BERG 1.00 X 0 0 0 79404 0 0 0 0 0 0 MARRIOTT INTERNATIONAL PO BOX 402642 ATLANTA GA 30384 FACILITIES PROVIDER/RENT 224489 1 105386 105386 MEMBER SPONSORSHIPS 900099 427652 427652 EDUCATIONAL LUNCHEONS, 900099 256306 256306 MAGAZINE/DIRECTORY/WEB 541800 158419 158419 842377 91 91 842 895 -53 -53 947801 684049 158366 0 X 79404 77002 3932 13188 6578 9605 15009 57964 8443 1200 6501 INCOME TAXES 4581 EVENT FOOD/BEVERAGE/FAC 399476 PRINTING/PHOTOCOPY/MAIN 64637 COMPUTERS/DATA PROCESSI 39832 104702 892054 365213 396338 37690 48217 3069 9817 31649 22004 1129 9645 407101 464017 43154 39661 242825 246844 8887 9530 294866 296035 X 0 0 0 0 112235 167982 112235 167982 407101 464017 55747 0 X 0 0 0 0 0 0 105386 9605 9605 9605 PART IV, SUPPLEMENTAL INFORMATION: 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. 31649 22004 9645 9645 PCAM SCHOLARSHIP FUND 9530 9530 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. ALL OTHER FUNCTIONAL EXPENSES 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. COMMUNITY ASSOCIATION INSTITUTE 225 REINEKERS LANE 300 ALEXANDRIA VA 22314 237392984 EDUCATION REGARDING THE COMMUNITY ASSOCIATION INDUSTRY. VA 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0