COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION (EIN 237438451) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

BRUCE A TOWNSEND CPA

Phone

7039709220

Tax Period

2023-07-01 to 2024-06-30

COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION, founded in 1975, is a small nonprofit that reported $296K in total revenue in fiscal year 2017. Revenue decreased 11% compared to the prior year. Expenses of $370K exceeded revenue, resulting in a 25% operating deficit.

Mission

THE FOUNDATION FOR COMMUNITY ASSOCIATION RESEARCH IS DEVOTED TO COMMON INTEREST COMMUNITY RESEARCH, DEVELOPMENT, AND SCHOLARSHIP. INCORPORATED IN 1975, THE FOUNDATION IS THE ONLY ORGANIZATION BOTH RECORDING THE HISTORY OF, AND IDENTIFYING TRENDS IN, RESIDENTIAL COMMUNITY ASSOCIATION LIVING. A 501(C)(3) ORGANIZATION, THE FOUNDATION SUPPORTS AND CONDUCTS RESEARCH AND MAKES THAT INFORMATION AVAILABLE TO THOSE INVOLVED IN ASSOCIATION GOVERNANCE AND MANAGEMENT.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $426,877

Program Service Revenue $10,911

Investment Income $14,723

Other Revenue $0

TOTAL REVENUE $452,511

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $0

Fundraising Expenses $116,248

Program Expenses $257,604

Other Expenses $361,930

TOTAL EXPENSES $407,930

Year-over-Year Comparison

	2023	2022	Change
Revenue	$452,511	$422,476	+0.1%
Expenses	$407,930	$346,569	+0.2%
Net Income	$44,581	$75,907	-0.4%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE BALDRY RS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK JONES AMS PCAM	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
PAMELA D BAILEY CMCA AMS PCAM	TREASURER	1.00	Officer Director	$0	$0	$0
MILDRED LANIER-REED	SECRETARY	1.00	Officer Director	$0	$0	$0
URSULA K BURGESS ESQ	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY CORCORAN CMCA AMS PCAM	DIRECTOR	1.00	Director	$0	$0	$0
DR HAZEL EASTHOPE	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HAWKS MCCLINTIC ESQ	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS KLEINE PCAM RET	DIRECTOR	1.00	Director	$0	$0	$0
HENRY DEWITT PUCKETT CMCA AMS PCAM	DIRECTOR	1.00	Director	$0	$0	$0
MICHELE REILLY AMS PCAM	DIRECTOR	1.00	Director	$0	$0	$0
AJ SCOTT CIRMS	DIRECTOR	1.00	Director	$0	$0	$0
MARC TAMRES	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY SCOTT WILSON CMCA AMS LSM	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN YORK	DIRECTOR	1.00	Director	$0	$0	$0
ADRIAN ADAMS ESQ	IMMEDIATE PAST PRESIDENT	1.00	Officer	$0	$0	$0
DAWN M BAUMAN CAE	EXECUTIVE DIRECTOR	1.00	Officer	$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
2025	No data	No data	No data	No data
2024	$452,511	$407,930	$652,573	$44,581
2023	$422,476	$346,569	$605,127	$75,907
2022	$383,243	$346,853	$538,984	$36,390
2021	$318,064	$238,538	$486,325	$79,526
2020	$284,961	$301,575	$413,004	$-16,614
2019	$316,291	$291,632	$432,901	$24,659
2018	$296,491	$370,231	$419,165	$-73,740

COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION