COMMUNITY ASSOCIATIONS INSTITUTE W… - 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

1989

Legal Domicile

Principal Officer

SCOTT GILBERT

Phone

9419271910

Tax Period

2025-01-01 to 2025-12-31

COMMUNITY ASSOCIATIONS INSTITUTE WEST COAST CHAPTER, founded in 1989, is a small nonprofit that reported $522K in total revenue in fiscal year 2025. Expenses of $501K left a modest 4% surplus.

Mission

TO EDUCATE, SERVE AND COLLABORATE WITH HOMEOWNERS, ASSOCIATIONS OF HOMEOWNERS, AND THE MANAGERS THAT WORK WITH THESE ASSOCIATIONS.

Program Service Accomplishments

Program 1

Expenses: $70,106 Revenue: $61,131

BREAKFAST MEETINGS ARE HELD AND INCLUDE AN AVERAGE OF ABOUT 200 MEMBERS AND GUESTS. EACH BREAKFAST SERVES AS A NETWORKING OPPORTUNITY, AND A VARIETY OF EDUCATIONAL SPEAKERS ARE INVITED TO SHARE...

BREAKFAST MEETINGS ARE HELD AND INCLUDE AN AVERAGE OF ABOUT 200 MEMBERS AND GUESTS. EACH BREAKFAST SERVES AS A NETWORKING OPPORTUNITY, AND A VARIETY OF EDUCATIONAL SPEAKERS ARE INVITED TO SHARE INFORMATION AND AN UPDATE IS PROVIDED.

Program 2

Expenses: $90,084 Revenue: $125,685

DIRECTORY AND MAGAZINE - A BI-ANNUAL DIRECTORY OF ALL MEMBERS IS PROVIDED TO ALL MEMBERS AS AN ENCOURAGEMENT TO NETWORK AND DO BUSINESS TOGETHER. ADVERTISING SPACES ARE AVAILABLE TO MEMBERS FOR AN...

DIRECTORY AND MAGAZINE - A BI-ANNUAL DIRECTORY OF ALL MEMBERS IS PROVIDED TO ALL MEMBERS AS AN ENCOURAGEMENT TO NETWORK AND DO BUSINESS TOGETHER. ADVERTISING SPACES ARE AVAILABLE TO MEMBERS FOR AN ADDITIONAL COST. QUARTERLY MAGAZINES ARE ALSO DISTRIBUTED. AN ONLINE DIRECTORY IS AVAILABLE ON THE WEBSITE.

Program 3

Expenses: $92,373 Revenue: $127,929

CA DAY & TRADE SHOW IS PRESENTED BY THE WEST FLORIDA CHAPTER OF COMMUNITY ASSOCIATIONS INSTITUTE. THE GOAL IS TO BRING HOMEOWNERS, COMMUNITY ASSOCIATION MANAGERS AND VENDORS FROM MANATEE, SARASOTA...

CA DAY & TRADE SHOW IS PRESENTED BY THE WEST FLORIDA CHAPTER OF COMMUNITY ASSOCIATIONS INSTITUTE. THE GOAL IS TO BRING HOMEOWNERS, COMMUNITY ASSOCIATION MANAGERS AND VENDORS FROM MANATEE, SARASOTA AND DESOTO COUNTIES TOGETHER FOR AN INFORMATIVE NETWORKING/EDUCATION OPPORTUNITY. VISITORS CAN TALK DIRECTLY WITH THE PROFESSIONALS WHO SPECIALIZE IN WORKING WITH MANAGEMENT AND RESIDENTS OF COMMUNITY ASSOCIATIONS IN WEST FLORIDA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $81,418

Program Service Revenue $377,611

Investment Income $10,895

Other Revenue $52,117

TOTAL REVENUE $522,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $189,037

Fundraising Expenses $28,356

Program Expenses $303,801

Other Expenses $311,467

TOTAL EXPENSES $500,504

Year-over-Year Comparison

	2025	2024	Change
Revenue	$522,041	$518,049	+0.0%
Expenses	$500,504	$422,520	+0.2%
Net Income	$21,537	$95,529	-0.8%

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

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
SCOTT GILBERT	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$0
FRANK ANATASI	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
MATHEW WILSON	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
CRAIG FINCK	TREASURER	3.00	Officer Director	$0	$0	$0
ALEX RYDEL	SECRETARY	1.00	Officer Director	$0	$0	$0
JANET FERNANDEZ	PRESIDENT	3.00	Officer Director	$0	$0	$0
CINDI BASS-BELL	PRESIDENT-ELECT	3.00	Officer Director	$0	$0	$0
SUSAN GUENTHER	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE PRICE	DIRECTOR	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
2025	$522,041	$500,504	$726,060	$21,537
2024	No data	No data	No data	No data
2023	$516,797	$429,741	$480,110	$87,056
2022	$421,306	$425,959	$357,335	$-4,653
2021	$426,496	$391,653	$323,957	$34,843
2020	$427,064	$384,914	$265,515	$42,150
2019	$476,785	$442,697	$292,475	$34,088
2018	$461,510	$451,577	$236,516	$9,933

COMMUNITY ASSOCIATIONS INSTITUTE WEST COAST CHAPTER