CHESAPEAKE REGION CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE INC (EIN 521181694) - 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

1994

Legal Domicile

Principal Officer

Rebecca Clemson-Petrik

Phone

4103481534

Tax Period

2023-01-01 to 2023-12-31

CHESAPEAKE REGION CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE INC, founded in 1994, is a small nonprofit that reported $770K in total revenue in fiscal year 2023. Revenue surged 141% from the prior year, signaling strong growth momentum. The organization ran a surplus of $148K, a strong 19% operating margin.

Mission

TO PROVIDE SUPPORT AND EDUCATION OPPORTUNITIES TO COMMUNITY MANAGERS AND HOMEOWNERS IN THE CHESAPEAKE REGION OF MARYLAND.

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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 $153,611

Program Service Revenue $540,482

Investment Income $5,716

Other Revenue $70,156

TOTAL REVENUE $769,965

Expense Breakdown

Grants Paid $0

Salaries & Benefits $239,421

Fundraising Expenses $0

Program Expenses $414,530

Other Expenses $382,586

TOTAL EXPENSES $622,007

Year-over-Year Comparison

	2023	2022	Change
Revenue	$769,965	$319,701	+1.4%
Expenses	$622,007	$442,986	+0.4%
Net Income	$147,958	$-123,285	-2.2%

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

100

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

$94,884

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE LYKINS	CHAPTER EXECUTIVE DIRECTOR	40.00	Officer	$92,000	$2,884	$94,884
CINDY MCKOIN	DIRECTOR	2.00	Director	$0	$0	$0
BK SWARTWOOD	DIRECTOR	2.00	Director	$0	$0	$0
GARY SAYLOR	DIRECTOR	2.00	Director	$0	$0	$0
HILLARY COLLINS ESQ	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA CLEMSON-PETRIK	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES ANDERSON	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
GAIL WINDISCH	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
NONI ROAN	SECRETARY	2.00	Officer Director	$0	$0	$0
VICKI EATON	TREASURER	2.00	Officer 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	$769,965	$622,007	$486,493	$147,958
2022	$319,701	$442,986	$462,111	$-123,285
2021	$399,115	$336,106	$551,740	$63,009
2020	$265,890	$297,262	$450,023	$-31,372
2019	$431,874	$503,746	$411,643	$-71,872
2018	$349,144	$405,628	$459,103	$-56,484

CHESAPEAKE REGION CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE INC