COMMUNITY ASSOCIATIONS INSTITUTE: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY ASSOCIATIONS INSTITUTE (EIN 23-7392984)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-11
- IRS object ID
- 201201329349302955
- Schema version
- 2010v3.4
- 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 | 2012-05-11T14:53:00-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237392984 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ASSOCIATIONS INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 7039709220 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6402 ARLINGTON BLVD NO 500 | AddressLine1 |
| City | FALLS CHURCH | City |
| State | VA | State |
| ZIP Code | 22042 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE A TOWNSEND | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 7039709220 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUBRINA L WOOD | Name |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | THOMAS M SKIBA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6402 ARLINGTON BLVD NO 500 | AddressLine1 |
| City | FALLS CHURCH | City |
| State | VA | State |
| ZIP Code | 22042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11883620 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CAIONLINE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 50 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 442475 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 6221 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8400 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7655 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9984728 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10668620 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 51978 | InvestmentIncomePriorYear |
| Investment Income Current Year | 157395 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 259479 | OtherRevenuePriorYear |
| Other Revenue Current Year | 412493 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10304585 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11246163 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6250 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15166 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3863269 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3924359 | 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 | 6121936 | OtherExpensePriorYear |
| Other Expenses Current Year | 6646759 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9991455 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10586284 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 313130 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 659879 | RevenuesLessExpensesCY |
| Total Assets BOY | 4163842 | TotalAssetsBOY |
| Total Assets EOY | 6192746 | TotalAssetsEOY |
| Total Liabilities BOY | 4063579 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5329864 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 100263 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 862882 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 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 INPORTANCE IN COMMUNITY ASSOCIATION LAW. | 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 | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 50 | 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 | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7039709264 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6402 ARLINGTON BLVD NO 500 | AddressLine1 |
| City | FALLS CHURCH | City |
| State | VA | State |
| ZIP Code | 22042 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| P MICHAEL NAGLE ESQ | |||||||
| PRESIDENT (TIL DEC.'10) | 2.00 | X | X | 0 | 0 | 0 | |
| STEVEN Y BRUMFIELD | |||||||
| PRESIDENT (AS OF JAN.'11) | 2.00 | X | X | 0 | 0 | 0 | |
| KATHRYN C DANELLA | |||||||
| PRESIDENT-ELECT | 2.00 | X | X | 0 | 0 | 0 | |
| DENNIS C ABBOTT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT E BARLOW JR | |||||||
| TRUSTEE (TIL DEC.'10) | 2.00 | X | 0 | 0 | 0 | ||
| DAVID I CAPLAN | |||||||
| TRUSTEE (TIL DEC.'10) | 2.00 | X | 0 | 0 | 0 | ||
| VICTORIA A COHEN | |||||||
| TRUSTEE (AS OF JAN.'11) | 2.00 | X | 0 | 0 | 0 | ||
| HENRY A GOODMAN ESQ | |||||||
| TRUSTEE (AS OF JAN.'11) | 2.00 | X | 0 | 0 | 0 | ||
| TED S HERRLE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JULIE MCGHEE HOWARD ESQ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CATHY S KELLY | |||||||
| TRUSTEE (AS OF JAN.'11) | 2.00 | X | 0 | 0 | 0 | ||
| LORI LOCH-LEE | |||||||
| TRUSTEE (AS OF JAN.'11) | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL J MAGNOTTA III | |||||||
| TRUSTEE (TIL DEC.'10) | 2.00 | X | 0 | 0 | 0 | ||
| JACK MCGRATH | |||||||
| TRUSTEE (TIL DEC.'10) | 2.00 | X | 0 | 0 | 0 | ||
| JOHN MCINERNEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DREW REGITZ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KELLY G RICHARDSON ESQ | |||||||
| TRUSTEE (AS OF JAN.'11) | 2.00 | X | 0 | 0 | 0 | ||
| RICHARD SALPIETRA ESQ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL WM SHIFLETT | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS M SKIBA | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | 272268 | 0 | 17069 | ||
| STEPHEN C ALBERT | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 120896 | 0 | 10912 | ||
| DAWN BAUMAN | |||||||
| NBC-CAM EXECUTIVE DIRECTOR | 40.00 | 125838 | 0 | 10620 | X | ||
| ANDREW FORTIN | |||||||
| VP, GOVERNMENT & PUBLIC AFFAIRS | 40.00 | 111960 | 0 | 7119 | X | ||
| FRANK RATHBUN | |||||||
| VP, COMMUNICATIONS & MARKETING | 40.00 | 108185 | 0 | 4075 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 739147 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 49795 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 7655 | AllOtherContributions |
| Total Contributions | 7655 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 5163759 | 5163759 | ||
| EDUC. COURSES/WEBINARS | 611600 | 2366756 | 2336756 | 30000 | |
| CONFS/SEMINARS/WRKSHPS | 900099 | 1614177 | 1053042 | $561,135 | |
| DESIGNATION PRGM FEES | 611430 | 607460 | 607460 | ||
| AFFILIATES MGMT FEES | 561000 | 472000 | 472000 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 444468 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31993 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 412475 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10668620 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57709 | TotalRevenueColumn |
| Exclusion | $57,709 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 206491 | TotalRevenueColumn |
| Exclusion | $206,491 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 105983 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 94584 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11399 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11399 | TotalRevenueColumn |
| Exclusion | $11,399 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 557613 | Securities |
| Other | 150 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 445478 | Securities |
| Other | 12599 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 112135 | Securities |
| Other | -12449 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99686 | TotalRevenueColumn |
| Exclusion | $99,686 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 255549 | GrossSalesOfInventory |
| Cost Of Goods Sold | 84796 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 170753 | TotalRevenueColumn |
| Related Or Exempt Function Income | 170753 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 23850 | TotalRevenueColumn |
| Exclusion | $23,850 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 23850 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11246163 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9835763 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 442475 | UnrelatedBusinessRevenue |
| Exclusion | $960,270 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15166 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426936 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2918377 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90434 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238256 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250356 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29456 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20055 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279925 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27651 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280747 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167174 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 633534 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361205 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1590423 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2845 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255484 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21814 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| UBIT TAXES | 9525 |
| CHAPTER REBATES | 1709747 |
| PUBLICATION COSTS | 338015 |
| COMMISSIONS | 283817 |
| EDU COURSE DVLPMT COSTS | 223814 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 411528 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10586284 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274375 | BOY |
| EOY | 578130 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317856 | BOY |
| EOY | 381356 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152706 | BOY |
| EOY | 111092 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149855 | BOY |
| EOY | 125006 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 331773 | BOY |
| EOY | 145150 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2378859 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 997922 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 579287 | BOY |
| EOY | 1380937 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2242365 | BOY |
| EOY | 3198070 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115625 | BOY |
| EOY | 103454 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 169551 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4163842 | BOY |
| EOY | 6192746 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1058587 | BOY |
| EOY | 1191608 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2785168 | BOY |
| EOY | 3011734 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219824 | BOY |
| EOY | 1126522 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4063579 | BOY |
| EOY | 5329864 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100263 | BOY |
| EOY | 862882 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100263 | BOY |
| EOY | 862882 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4163842 | BOY |
| EOY | 6192746 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 659879 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 102740 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 5163759 | DuesAssessments |
| Non Ded Lobby Political Current | 637026 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | -421109 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 215917 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 671289 | AggrAmtReportedInDuesNotices |
| Taxable | -$455,372 | TaxableAmount |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 714142 | OtherCostOrOtherBasis |
| Depreciation | 27051 | Depreciation |
| Book Value | 687091 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 434073 | OtherCostOrOtherBasis |
| Depreciation | 160930 | Depreciation |
| Book Value | 273143 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1230644 | OtherCostOrOtherBasis |
| Depreciation | 809941 | Depreciation |
| Book Value | 420703 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1380937 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATED ORGANIZATIONS | $18,605 |
| DUE TO CAI CHAPTERS/COMMITTEES | $188,413 |
| DEFERRED RENT LIABILITY | $919,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1126522 | TotalOfAmounts |
| Total Revenue | 11246163 | TotalRevenue |
| Total Expenses | 10586284 | TotalExpenses |
| Excess Or Deficit For Year | 659879 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 102740 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 102740 | TotalAdjustments |
| Excess Or Deficit Per FS | 762619 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11540732 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 102740 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 102740 | RevenueNotRptdF990 |
| Revenue Subtotal | 11437992 | RevenueSubtotal |
| Other Revenues Not Included | -191829 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -191829 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11246163 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10778113 | TotExpensesEtcAuditedFinclStmt |
| Losses Reported | 12449 | LossesReported |
| Other Expenses Included | 179380 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 191829 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10586284 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10586284 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INSTITUTE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. THE FISCAL YEARS ENDING JUNE 30, 2008 THROUGH 2011 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -84,796. RENT EXPENSES ALLOCATED TO SUBTENANT -94,584. LOSS ON DISPOSAL OF FIXED ASSETS -12,449. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 84,796. RENT EXPENSES ALLOCATED TO SUBTENANT 94,584. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS COMMUNITY ASSOCIATION ADVOCATES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9119 HIGHWAY 6 STE 230 222 | AddressLine1 |
| City | MISSOURI CITY | City |
| State | TX | State |
| ZIP Code | 774594879 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 273092229 | EINOfRecipient |
| IRC Section | 501(C)(6) | IRCSection |
| Amount Of Cash Grant | 15000 | AmountOfCashGrant |
| Purpose Of Grant | TO IMPROVE PARTNERSHIPS WITH CHAPTERS ON THEIR LEGISLATIVE EFFORTS AND ISSUES FACING THE INDUSTRY AND HOMEOWNERS IN THE STATE OF TEXAS. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THOMAS M SKIBA | NamePerson |
| Base Compensation Filing Org | 233971 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 28960 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 9337 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 9494 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 11155 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 292917 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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" CONSIST 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 IS 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 REQUIRES 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 CONTROLLER REVIEW THE FORM 990 AND ALSO HAVE THE PROGRAM AREA HEADS UPDATE APPLICABLE SECTIONS AND DESCRIPTIONS AS NEEDED. | |
| 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 12C | |
| 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 B, LINE 15A | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 102,740. | FORM 990, PART XI, LINE 5: |
| FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM PREVIOUS YEARS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION | |||||||||
| 6402 ARLINGTON BLVD 500 | FALLS CHURCH | VA | 22042 | 237438451 | PROMOTES POSITIVE CHANGE IN THE COMMUNITY ASSOCIATION INDUSTRY | 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 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAI SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6402 ARLINGTON BLVD SUITE 500 | AddressLine1 |
| City | FALLS CHURCH | City |
| State | VA | State |
| ZIP Code | 22042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542040247 | EIN |
| Primary Activity | CURRENTLY IN THE PROCESS OF BEING DISSOLVED | PrimaryActivity |
| Legal Domicile State | VA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY ASSOCIATIONS INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| 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 |
| 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 | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| NATIONAL BOARD OF CERTIFICATION FOR COMMUNITY ASSOCIATION MANAGERS INC | ||
| K | 360000 | BOARD-APPROVED BUDGET & CONTRACT |
| COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION | ||
| K | 112000 | BOARD-APPROVED BUDGET & CONTRACT |