SUNCOAST CHAPTER OF COMMUNITY ASSOCIATIONS INSTITUTE INC (EIN 591860330) - 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

1978

Legal Domicile

Principal Officer

JAIME BALLARD

Phone

7273450165

Tax Period

2024-01-01 to 2024-12-31

SUNCOAST CHAPTER OF COMMUNITY ASSOCIATIONS INSTITUTE INC, founded in 1978, is a small nonprofit that reported $291K in total revenue in fiscal year 2024. Revenue surged 136% from the prior year, signaling strong growth momentum. The organization ran a surplus of $138K, a strong 48% operating margin.

Mission

THE MAIN GOAL OF C.A.I. IS TO EDUCATE THOSE WHO LIVE IN AND WORK WITH COMMUNITY ASSOCIATIONS. THIS WAS ACCOMPLISHED THROUGH EDUCATIONAL CLASSES, SEMINARS AND PUBLICATIONS.

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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 $0

Program Service Revenue $94,317

Investment Income $0

Other Revenue $196,513

TOTAL REVENUE $290,830

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,180

Fundraising Expenses $0

Program Expenses $152,431

Other Expenses $144,251

TOTAL EXPENSES $152,431

Year-over-Year Comparison

	2024	2023	Change
Revenue	$290,830	$123,483	+1.4%
Expenses	$152,431	$208,445	-0.3%
Net Income	$138,399	$-84,962	-2.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JAIME BALLARD	PRESIDENT	Officer Director	$0	$0	$0
JARROD CRUZ	PRESIDENT ELECT	Officer Director	$0	$0	$0
VICKI JENNINGS	VICE PRESIDENT	Officer Director	$0	$0	$0
STEVE NIKOLOFF	IMMEDIATE PAST PRESIDENT	Officer Director	$0	$0	$0
JOCELYN ST HILAIRE	TREASURER	Officer Director	$0	$0	$0
ADAM GURLEY	SECRETARY	Officer Director	$0	$0	$0
BILL TAYLER	AT-LARGE	Director	$0	$0	$0
SANDRA FUENTES	AT-LARGE	Director	$0	$0	$0
KEVIN MCNULTY	AT-LARGE	Director	$0	$0	$0
JACKIE STUBBA	AT-LARGE	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
2025	No data	No data	No data	No data
2024	$290,830	$152,431	$140,598	$138,399
2023	$123,483	$208,445	$2,199	$-84,962
2022	$214,957	$197,889	$87,161	$17,068
2021	$220,322	$207,733	$70,093	$12,589
2020	$265,261	$326,641	$83,344	$-61,380

SUNCOAST CHAPTER OF COMMUNITY ASSOCIATIONS INSTITUTE INC