COMMUNITY ASSOCIATIONS INSTITUTE

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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

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 $17.7M in total revenue in fiscal year 2023.

Mission

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.

Program Service Accomplishments

Program 1

EDUCATIONAL COURSES, SEMINARS, WORKSHOPS AND CONFERENCES - CAI OFFERS EDUCATIONAL PROGRAMS, SOME OF WHICH LEAD TO PROFESSIONAL DESIGNATIONS, TO ADVANCE EXCELLENCE IN COMMUNITY GOVERNANCE AND...

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.

Program 2

PUBLICATIONS AND RESOURCES - CAI PUBLISHES A WEALTH OF RESOURCES FOR COMMUNITY ASSOCIATIONS, INCLUDING BOOKS, GUIDES, "COMMON GROUND" MAGAZINE, AND SPECIALIZED NEWSLETTERS ON COMMUNITY ASSOCIATION...

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.

Program 3

CHAPTER DEVELOPMENT AND SERVICES - CAI HAS 64 CHAPTERS WORLDWIDE, CANADA, THE MIDDLE EAST AND SOUTH AFRICA. CHAPTERS ADMINISTER A VARIETY OF PROGRAMS AND SERVICES, SUCH AS PROFESSIONAL DEVELOPMENT...

CHAPTER DEVELOPMENT AND SERVICES - CAI HAS 64 CHAPTERS WORLDWIDE, CANADA, THE MIDDLE EAST AND SOUTH AFRICA. CHAPTERS ADMINISTER A VARIETY OF PROGRAMS AND SERVICES, SUCH AS PROFESSIONAL DEVELOPMENT PROGRAMMING, COMMUNITY ASSOCIATION BOARD MEMBER EDUCATION, NETWORKING OPPORTUNITIES, EDUCATIONAL PUBLICATIONS AND OTHER SERVICES TO MEET THE NEEDS OF THEIR MEMBERS. SOME CHAPTERS HAVE PROFESSIONAL STAFF AND OTHERS ARE ADMINISTERED SOLELY BY VOLUNTEER EFFORTS.

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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 $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