COMMUNITY ASSOCIATION INSTITUTE OF… - Form 990 Financial Data

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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

1988

Legal Domicile

Principal Officer

KELLY SHIELDS

Phone

9195254993

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY ASSOCIATION INSTITUTE OF NORTH CAROLINA, founded in 1988, is a small nonprofit that reported $687K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $132K, a strong 19% operating margin.

Mission

TO PROVIDE EDUCATIONAL SEMINARS TO COMMUNITY ASSOCIATIONS AND PROFESSIONALS SERVING COMMUNITY ASSOCIATIONS.

Program Service Accomplishments

Program 1

Expenses: $270,316 Revenue: $227,763

THE ASSOCIATION PROVIDES EDUCATIONAL SEMINARS OF INTEREST TO COMMUNITY ASSOCIATION BOARD MEMBERS AND HOMEOWNERS SERVING COMMUNITY ASSOCIATIONS.

Program 2

Expenses: $143,029 Revenue: $127,671

THE ASSOCIATION HOLDS AN ANNUAL MEETING WHICH BRINGS TOGETHER INDUSTRY PROFESSIONALS IN ORDER TO UPDATE MEMBERS ON MATTERS PERTINENT TO THE INDUSTRY.

Program 3

Expenses: $8,491 Revenue: $7,580

THE ASSOCIATION PROVIDES EDUCATIONAL SEMINARS OF INTEREST TO PROFESSIONALS SERVING COMMUNITY ASSOCIATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $298,558

Program Service Revenue $363,014

Investment Income $15,041

Other Revenue $10,074

TOTAL REVENUE $686,687

Expense Breakdown

Grants Paid $15,155

Salaries & Benefits $60,414

Fundraising Expenses $0

Program Expenses $421,836

Other Expenses $479,572

TOTAL EXPENSES $555,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$686,687	$591,651	+0.2%
Expenses	$555,141	$507,113	+0.1%
Net Income	$131,546	$84,538	+0.6%

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

$136,854

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESLIE BLUM	EXECUTIVE DI	40.00	Officer	$136,854	$0	$136,854
ADAM BEAUDOIN	PRESIDENT	5.00	Officer Director	$0	$0	$0
KELLY SHIELDS	PRESIDENT EL	1.00	Director	$0	$0	$0
CYNTHIA JONES	IP PRESIDENT	1.00	Officer Director	$0	$0	$0
KEVIN GILES	TREASURER	3.00	Officer Director	$0	$0	$0
ANA SMITH	FC CHAIR	1.00	Director	$0	$0	$0
ALINA COCHRAN	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRIS CHAFFIN	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW BATEMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOKE TIDWELL	BOARD MEMBER	1.00	Director	$0	$0	$0
NEALE TURLINGTON	BOARD MEMBER	1.00	Director	$0	$0	$0
GWEN REISMAN	BOARD MEMBER	1.00	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	$686,687	$555,141	$802,692	$131,546
2023	$591,651	$507,113	$636,300	$84,538
2022	$483,905	$407,097	$530,565	$76,808
2021	$320,728	$262,018	$435,968	$58,710
2020	$322,955	$275,151	$375,146	$47,804

COMMUNITY ASSOCIATION INSTITUTE OF NORTH CAROLINA