COMMUNITY ASSOCIATIONS INSTITUTE (EIN 061051798) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

KIM MCCLAIN

Phone

8606335692

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY ASSOCIATIONS INSTITUTE, founded in 1993, is a small nonprofit that reported $365K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $72K, a strong 20% operating margin.

Mission

THE ORGANIZATION SERVES TO PROMOTE THE BEST PRACTICES OF COMMUNITY ASSOCIATION OPERATIONS FOR THE 1 IN SIX AMERICANS WHO LIVE IN CONDOMINIUMS, HOAS OR CO-OPS. WE SEEK TO FOSTER VIBRANT, COMPETENT, AND HARMONIOUS COMMUNITY ASSOCIATIONS WITHIN OUR STATE. WE DO THIS BY PROVIDING EDUCATIONAL PROGRAMS, PUBLICATIONS, AND NETWORKING OPPORTUNITIES FOR BOTH THE COMMUNITIES AND THE BUSINESSES THAT SERVE THEM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $312,486

Investment Income $28,454

Other Revenue $23,586

TOTAL REVENUE $364,526

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,449

Fundraising Expenses $0

Other Expenses $160,398

TOTAL EXPENSES $292,847

Year-over-Year Comparison

	2023	2022	Change
Revenue	$364,526	$324,770	+0.1%
Expenses	$292,847	$223,381	+0.3%
Net Income	$71,679	$101,389	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$75,794

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM MCCLAIN	EX. DIRECTOR	25.00	Officer	$74,012	$1,782	$75,794
CHRISTINE CARLISLE	TREASURER	1.00	Officer Director	$0	$0	$0
JIM CARROLL	DIRECTOR	1.00	Director	$0	$0	$0
WENDY COLLEARY	DIRECTOR	1.00	Director	$0	$0	$0
CHAS RYAN ESQ	PRESIDENT-EL	1.00	Officer Director	$0	$0	$0
LYNN JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
KARL KUEGLER	DIRECTOR	1.00	Director	$0	$0	$0
DAN LEVINE	DIRECTOR	1.00	Director	$0	$0	$0
GREG MCCRACKEN	SECRETARY	1.00	Officer Director	$0	$0	$0
CARRIE MOTT	DIRECTOR	1.00	Director	$0	$0	$0
FRANK PINGELSKI	PRESIDENT	1.00	Officer Director	$0	$0	$0
NALLY SAHIN	DIRECTOR	1.00	Director	$0	$0	$0
BEN WHITTEMORE	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$364,526	$292,847	$1,031,437	$71,679
2022	$324,770	$223,381	$926,450	$101,389
2021	$305,292	$208,285	$842,090	$97,007
2020	$153,967	$192,824	$781,912	$-38,857
2019	$362,655	$253,457	$851,576	$109,198
2018	$333,418	$236,403	$707,229	$97,015

COMMUNITY ASSOCIATIONS INSTITUTE