Community Associates Institute
- Assets
- $140.3k
- Revenue
- $519.6k
- Investments
- $0.0
- Employees
- 0
- Location
- Palm Desert, CA
- Founding
- 06/1979
- Data as of
- 12/2021
- EIN
- 95-3375303
Organization Overview
Community Associates Institute is located in Palm Desert, CA. The organization was established in 1979. According to its NTEE Classification (S22) the organization is classified as: Neighborhood & Block Associations, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Community Associates Institute is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2021, Community Associates Institute generated $519.6k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.6% each year. All expenses for the organization totaled $430.9k during the year ending 12/2021. While expenses have increased by 0.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE SERVES THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF COMMUNITY ASSOCIATIONS IN THE COACHELLA VALLEY REGION OF SOUTHERN CALIFORNIA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE IS A MEMBERSHIP ORGANIZATION. ITS MEMBERS CONSIST OF COMMUNITY ASSOCIATION VOLUNTEERS, COMMUNITY MANAGERS, BUSINESS PARTNERS AND MANGEMENT COMPANIES. THE CHAPTER'S PRIMARY PROGRAM SERVICE IS TO SERVE THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF ITS MEMBERS.THE CHAPTER ACCOMPLISHES THIS PROGRAM SERVICE OBJECTIVE THROUGH VARIOUS MEMBERSHIP EVENTS HELD THROUGHOUT THE YEAR AND THROUGH ITS MEMBERSHIP PUBLICATION,QUORUM.
CAI-CV PROVIDES EDUCATIONAL PROGRAMS, NETWORKING EVENTS AND EDUCATIONAL PUBLICATIONS TO MEMBERS INVOLVED WITH THE COMMON INTEREST DEVELOPMENT INDUSTRY.
CAI-CV HOLDS 240 HOURS OF EDUCATIONAL PROGRAMS EACH YEAR FOR THEIR MEMBERS AND THE PUBLIC. THERE ARE 13 NETWORKING EVENTS. CAI-CV PUBLISHES 13 EDUCATIONAL NEWSLETTERS EACH YEAR. THEY ALSO PUBLISH BROCHURES THAT INFORM THEIR MEMBERS AND THE PUBLIC ABOUT SPECIFIC HOA ISSUES. FOR EXAMPLE, THEY PUBLISH HOA LIVING FOR PEOPLE MOVING INTO AN HOA; COMMUNITY ASSOCIATION MANAGEMENT AS A CAREER; THE WHO ME? BROCHURE TO HELP BOARD RECRUIT NEW DIRECTORS.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Clint Atherton President | OfficerTrustee | 3.5 | $0 |
Matthew Lawton Past President | OfficerTrustee | 3.5 | $0 |
Julie R Balbini President Elect | OfficerTrustee | 3.5 | $0 |
Steven Shuey Treasurer | OfficerTrustee | 3.5 | $0 |
Erin Klink Secretary | OfficerTrustee | 3.5 | $0 |
Jennifer James Director | Trustee | 3.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $366,754 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $519,608 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $158,516 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $19,651 |
| Payroll taxes | $11,558 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $10,488 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,914 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $37,491 |
| Travel | $1,829 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $627 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $12,965 |
| Insurance | $5,901 |
| All other expenses | $49,851 |
| Total functional expenses | $430,859 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $14,881 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $55,427 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $14,245 |
| Net Land, buildings, and equipment | $55,770 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $140,323 |
| Accounts payable and accrued expenses | $56,012 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $83,372 |
| Total liabilities | $139,384 |
| Net assets without donor restrictions | $939 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $140,323 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Community Associates Institute has recieved totaling $10,000.
| Awarding Organization | Amount |
|---|---|
Inland Empire Community Foundation Riverside, CA PURPOSE: Annual Distribution | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Playa Vista Parks And Landscape Corporation Playa Vista, CA | $9,652,797 | $16,407,295 |
Sun City Lincoln Hills Community Assoc Lincoln, CA | $44,085,364 | $14,902,211 |
Contract Services Administration Trust Fund Burbank, CA | $59,895,181 | $22,741,502 |
Anthem Community Council Inc An Arizona Corporation Anthem, AZ | $42,052,181 | $12,868,028 |
Woodbridge Village Association Irvine, CA | $45,533,220 | $10,585,872 |
Summerlin Community Association Las Vegas, NV | $9,680,650 | $11,179,193 |
Somos Mayfair Inc San Jose, CA | $6,800,573 | $9,791,764 |
Telegraph Hill Neighborhood Association San Francisco, CA | $6,597,736 | $6,953,817 |
Sequoia Plaza Mobilehome Park Corporation Santa Ana, CA | $9,927,659 | $2,117,885 |
Valley Vision Inc Sacramento, CA | $1,459,627 | $4,632,311 |
Gainey Ranch Community Association Scottsdale, AZ | $7,578,299 | $4,436,589 |
Providence Master Homeowners Association Las Vegas, NV | $3,203,236 | $4,533,387 |