COMMUNITY ASSOCIATION INSTITUTE

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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

1982

Legal Domicile

Principal Officer

BRADY ORTEGO

Phone

2103896382

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY ASSOCIATION INSTITUTE, founded in 1982, is a small nonprofit that reported $127K in total revenue in fiscal year 2023. Revenue surged 159% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 30% operating margin.

Mission

TO ENHANCE COMMUNITY ASSOCIATION LIVING IN SAN ANTONIO AND SOUTH TEXAS BY PROMOTING LEADERSHIP EXCELLENCE AND PROFESSIONALISM THROUGH EDUCATION, COMMUNICATION, ADVOCACY AND RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $86,159 Revenue: $6,875

PROVIDED EDUCATION AND RESOURCES TO THE VOLUNTEER HOMEOWNERS WHO GOVERN COMMUNITY ASSOCIATIONS AND THE PROFESSIONALS WHO SUPPORT THEM.

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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 $98,075

Program Service Revenue $6,875

Investment Income $3,652

Other Revenue $18,274

TOTAL REVENUE $126,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,159

Other Expenses $89,203

TOTAL EXPENSES $89,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$126,876	$49,057	+1.6%
Expenses	$89,203	$84,025	+0.1%
Net Income	$37,673	$-34,968	-2.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUSSELL BIRDY	PRESIDENT	5.00	Officer Director	$0	$0	$0
BRADY ORTEGO	PRESIDENT-EL	5.00	Officer Director	$0	$0	$0
HARMON HAMANN	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
SABINE HOLTON	SECRETARY	5.00	Officer Director	$0	$0	$0
JOSEPH RIVAS	TREASURER	5.00	Officer Director	$0	$0	$0
CASSIE THOMPSON	DIRECTOR	5.00	Director	$0	$0	$0
ART DOWNEY	DIRECTOR	5.00	Director	$0	$0	$0
JESUS AZANZA	EXECUTIVE DI	N/A	Officer	$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	$126,876	$89,203	$218,565	$37,673
2022	$49,057	$84,025	$180,892	$-34,968
2021	$97,996	$95,272	$226,665	$2,724
2020	$77,831	$64,409	$213,686	$13,422
2019	$95,448	$106,794	$200,272	$-11,346
2018	$110,048	$90,722	$211,790	$19,326