FALLS CHURCH, VA
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION, founded in 1975, is a small nonprofit that reported $453K in total revenue in fiscal year 2023. Expenses of $408K left a modest 10% surplus.
THE FOUNDATION'S MISSION IS TO RESEARCH AND ANALYZE THE OPERATION OF COMMON INTEREST COMMUNITIES AND TO STUDY EMERGING ISSUES AND TRENDS IN THIS FIELD. TO ACHIEVE THIS MISSION, THE ORGANIZATION CONDUCTS AND COMMISSIONS RESEARCH, COLLECTS DATA, ISSUES SURVEYS, HOLDS FOCUS GROUPS, ISSUES PUBLICATIONS AND AWARDS SCHOLARSHIPS. INCORPORATED AS AN EXEMPT, NONPROFIT ENTITY IN 1975, THE FOUNDATION IS THE ONLY ORGANIZATION IN THE UNITED STATES THAT CONDUCTS INDUSTRY RESEARCH AND MAKES INFORMATION AVAILABLE TO PEOPLE INVOLVED IN COMMUNITY ASSOCIATION GOVERNANCE AND MANAGEMENT.
RESEARCH PROJECTS: THE FOUNDATION PRODUCES A VARIETY OF ACCURATE, INSIGHTFUL, AND TIMELY INFORMATION, INCLUDING: -NEEDS-BASED RESEARCH TO HELP COMMUNITY ASSOCIATION STAKEHOLDERS ADDRESS SPECIFIC...
RESEARCH PROJECTS: THE FOUNDATION PRODUCES A VARIETY OF ACCURATE, INSIGHTFUL, AND TIMELY INFORMATION, INCLUDING: -NEEDS-BASED RESEARCH TO HELP COMMUNITY ASSOCIATION STAKEHOLDERS ADDRESS SPECIFIC CHALLENGES AND PREPARE FOR EMERGING ISSUES; -PUBLISH BEST PRACTICES REPORTS ON CRITICAL TOPICS LIKE ENERGY EFFICIENCY, GOVERNANCE, FINANCIAL OPERATIONS, AND STRATEGIC PLANNING; -PROVIDE RESEARCH SCHOLARSHIPS FOR GRADUATE STUDENTS; -COLLECT HISTORICAL DATA ON THE DEVELOPMENT, OPERATION, AND MANAGEMENT OF COMMON-INTEREST COMMUNITIES, INCLUDING SURVEYS ANALYZING HOMEOWNER SATISFACTION AND COMMUNITY MANAGER COMPENSATION.
MEETINGS & CONFERENCE: AS PART OF ITS MISSION, THE FOUNDATION PROVIDES AUTHORITATIVE RESEARCH AND ANALYSIS ON COMMUNITY ASSOCIATION TRENDS, ISSUES, AND OPERATIONS. FOUNDATION STAFF AND VOLUNTEERS...
MEETINGS & CONFERENCE: AS PART OF ITS MISSION, THE FOUNDATION PROVIDES AUTHORITATIVE RESEARCH AND ANALYSIS ON COMMUNITY ASSOCIATION TRENDS, ISSUES, AND OPERATIONS. FOUNDATION STAFF AND VOLUNTEERS PRESENT THIS INFORMATION AT CAI AND INDUSTRY EVENTS, SUCH AS THE CAI ANNUAL CONFERENCE, COMMUNITY ASSOCIATION LAW SEMINAR, AND CEO-MC RETREAT, BY OFFERING EDUCATION SESSIONS AND SPEAKING WITH CONFERENCE ATTENDEES. PROGRAM TOPICS INCLUDE CUTTING-EDGE FOUNDATION RESEARCH ON TECHNOLOGY AND CYBER SECURITY, AGING INFRASTRUCTURE, NONPOTABLE WATER, NATURAL DISASTERS, ETHICS, AND MANY OTHER IMPORTANT ITEMS IN THE COMMUNITY ASSOCIATION INDUSTRY.
MARKETING: THE FOUNDATION EMPLOYS A VARIETY OF METHODS TO SHARE INFORMATION ON COMMUNITY ASSOCIATION TRENDS, ISSUES, AND OPERATIONS. CURRENT PROGRAMS AND INITIATIVES ARE HIGHLIGHTED ON THE FOUNDATION...
MARKETING: THE FOUNDATION EMPLOYS A VARIETY OF METHODS TO SHARE INFORMATION ON COMMUNITY ASSOCIATION TRENDS, ISSUES, AND OPERATIONS. CURRENT PROGRAMS AND INITIATIVES ARE HIGHLIGHTED ON THE FOUNDATION WEBSITE, SHARED IN THE CATALYST EMAIL DISTRIBUTION LIST, AND PROMOTED ON THE FOUNDATION YOUTUBE CHANNEL AND THROUGH ADVERTISEMENTS IN INDUSTRY PUBLICATIONS. IN ADDITION, FOUNDATION RESEARCH IS DISTRIBUTED THROUGH CAI'S NUMEROUS COMMUNICATION CHANNELS, INCLUDING EMAIL MARKETING, MAGAZINE AND NEWSLETTER ARTICLES, AND VARIOUS SOCIAL MEDIA PLATFORMS INCLUDING FACEBOOK, TWITTER, AND YOUTUBE.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION with other nonprofits in Virginia and across the country.