COMMUNITY ASSOCIATIONS INSTITUTE (EIN 237392984) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

BRUCE A TOWNSEND

Phone

7039709220

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY ASSOCIATIONS INSTITUTE, founded in 1973, is a mid-sized nonprofit that reported $13.8M in total revenue in fiscal year 2017.

Mission

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.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $22,260

Program Service Revenue $16,423,177

Investment Income $511,764

Other Revenue $731,090

TOTAL REVENUE $17,688,291

Expense Breakdown

Grants Paid $6,603

Salaries & Benefits $7,903,279

Fundraising Expenses $0

Other Expenses $9,994,422

TOTAL EXPENSES $17,904,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$17,688,291	$16,730,640	+0.1%
Expenses	$17,904,304	$16,535,906	+0.1%
Net Income	$-216,013	$194,734	-2.1%

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

$809,652

Total Directors

Key Employees

$883,847

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEEVAN J D'MELLO CMCA AMS LSM PC	PRESIDENT	1.00	Officer Director	$0	$0	$0
MELISSA RAMSEY CMCA AMS LSM PCAM	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
VISHNU SHARMA CPA CFE	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
JESSICA TOWLES CMCA AMS PCAM CCMC	IMMEDIATE PAST PRESIDENT (THRU 12/2023)	1.00	Officer Director	$0	$0	$0
MICHAEL JOHNSON CMCA AMS PCAM	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA KNUTSEN CIRMS	DIRECTOR	1.00	Director	$0	$0	$0
JOEL W MESKIN ESQ CIRMS	DIRECTOR	1.00	Director	$0	$0	$0
MATT D OBER ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE SACHS	DIRECTOR	1.00	Director	$0	$0	$0
MIKE WOLF	DIRECTOR	1.00	Director	$0	$0	$0
KELLY ZIBELL AMS PCAM	DIRECTOR	1.00	Director	$0	$0	$0
CAMERON ADAMS CMCA LSM PCAM	DIRECTOR (FROM 1/2024)	1.00	Director	$0	$0	$0
BRIAN BUTLER ESQ CMCA AMS PCAM	DIRECTOR (FROM 1/2024)	1.00	Director	$0	$0	$0
STACI GELFOUND CMCA AMS PCAM	DIRECTOR (FROM 1/2024)	1.00	Director	$0	$0	$0
MELISSA HARGROVE CMCA AMS LSM PCA	DIRECTOR (FROM 1/2024)	1.00	Director	$0	$0	$0
MATTHEW KUISLE RS	DIRECTOR (FROM 1/2024)	1.00	Director	$0	$0	$0
BRIAN BUTLER ESQ CMCA AMS PCAM	DIRECTOR (THRU 12/2023)	1.00	Director	$0	$0	$0
MELISSA GUYOTT CMCA AMS PCAM	DIRECTOR (THRU 12/2023)	1.00	Director	$0	$0	$0
MELISSA RAMSEY CMCA AMS LSM PCAM	DIRECTOR (THRU 12/2023)	1.00	Director	$0	$0	$0
SARA ROSS ESQ	DIRECTOR (THRU 12/2023)	1.00	Director	$0	$0	$0
KIRK WATILO LSM PCAM	DIRECTOR (THRU 12/2023)	1.00	Director	$0	$0	$0
THOMAS SKIBA	CHIEF EXECUTIVE OFFICER	38.00	Officer	$512,736	$40,643	$553,379
BRUCE TOWNSEND	CHIEF FINANCIAL OFFICER	38.00	Officer	$235,078	$21,195	$256,273
DAWN BAUMAN	CHIEF STRATEGY OFFICER	38.00	Key Emp	$289,049	$20,724	$309,773
CRYSTAL WALLACE	SR. VP - MEMBERSHIP & CHAPTER RELATIONS	38.00	Key Emp	$189,669	$21,707	$211,376
DAVE JENNINGS	VP - EDUCATION	38.00	Key Emp	$177,276	$16,412	$193,688
CORI CANADY	VP - COMMUNICATIONS, MARKETING & CREATIVE	38.00	Key Emp	$150,866	$18,144	$169,010
LAUREN STRATTON	DIRECTOR - SALES & STRATEGIC SPONSORSHIPS	38.00	Highest	$196,969	$4,656	$201,625
MATTHEW GREEN	EXECUTIVE DIRECTOR - CAMICB	38.00	Highest	$148,027	$7,421	$155,448
JAKE GOLD	DIRECTOR - EDUCATION DEVELOPMENT	38.00	Highest	$132,605	$6,461	$139,066
DANIEL BRANNIGAN	SR. DIRECTOR - PUBLISHING	38.00	Highest	$131,682	$5,823	$137,505
KAREN MCMULLEN	SR. DIRECTOR - CHAPTER & MEMBER ENGAGEMENT	38.00	Highest	$130,409	$6,470	$136,879

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
2025	No data	No data	No data	No data
2024	$17,688,291	$17,904,304	$18,431,465	$-216,013
2023	$16,730,640	$16,535,906	$17,304,279	$194,734
2022	$18,621,219	$15,953,024	$13,548,237	$2,668,195
2021	$13,607,358	$11,966,360	$13,554,828	$1,640,998
2020	$13,161,399	$13,340,268	$9,126,839	$-178,869
2019	$14,046,395	$14,458,663	$9,479,293	$-412,268
2018	$13,831,978	$13,827,129	$9,773,884	$4,849

COMMUNITY ASSOCIATIONS INSTITUTE