COMMUNITY ASSOCIATIONS INSTITUTE San Diego Chapter (EIN 953092733) - 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

Tax Period

2024-01-01 to 2024-12-31

COMMUNITY ASSOCIATIONS INSTITUTE San Diego Chapter is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

The institute is an education and resource organization formed to distribute guidance on homeowners associations and their shared facilities in condominiums, planned unit developments, cluster housing, and open space communities.

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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 $639,252

Program Service Revenue $418,357

Investment Income $64

Other Revenue $0

TOTAL REVENUE $1,057,673

Expense Breakdown

Grants Paid $0

Salaries & Benefits $321,477

Fundraising Expenses $0

Other Expenses $715,136

TOTAL EXPENSES $1,036,613

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,057,673	$936,075	+0.1%
Expenses	$1,036,613	$1,056,320	0.0%
Net Income	$21,060	$-120,245	-1.2%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Amanda Francis	Secretary	Director	$0	$0	$0
Susan Hawks	President Elect	Director	$0	$0	$0
Robert Kelly Jr	Director	Director	$0	$0	$0
Rei Takeda	Director	Director	$0	$0	$0
Sharon Deal	Director	Director	$0	$0	$0
Bridgette Tabor	Director	Director	$0	$0	$0
Tim Flanagan	Vice President	Director	$0	$0	$0
Liron Shalom-Hickey	Treasurer	Director	$0	$0	$0
Heather Wiltshire	President	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	$1,057,673	$1,036,613	$424,442	$21,060
2023	$936,075	$1,056,320	$277,414	$-120,245
2022	$903,394	$875,933	$326,934	$27,461
2021	$690,073	$537,359	$309,451	$152,714
2020	$369,560	$399,476	$250,691	$-29,916
2019	$684,685	$639,287	$297,837	$45,398
2018	$657,808	$646,497	$202,955	$11,311

COMMUNITY ASSOCIATIONS INSTITUTE San Diego Chapter