COACHELLA VALLEY CHAPTER OF THE CO… - 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

1981

Legal Domicile

Principal Officer

JULIE R BALBINI

Phone

7603410559

Tax Period

2023-01-01 to 2023-12-31

COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE, founded in 1981, is a small nonprofit that reported $542K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $95K, a strong 18% operating margin.

Mission

THE COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE ("CAI - CV") SERVES THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF COMMUNITY ASSOCIATIONS IN THE COACHELLA VALLEY REGION OF SOUTHERN CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $390,029

COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE IS A MEMBERSHIP ORGANIZATION. ITS MEMBERS CONSIST OF COMMUNITY ASSOCIATION VOLUNTEERS, COMMUNITY MANAGERS, BUSINESS PARTNERS AND...

COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE IS A MEMBERSHIP ORGANIZATION. ITS MEMBERS CONSIST OF COMMUNITY ASSOCIATION VOLUNTEERS, COMMUNITY MANAGERS, BUSINESS PARTNERS AND MANAGEMENT COMPANIES. THE CHAPTER'S PRIMARY PROGRAM SERVICE IS TO SERVE THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF ITS MEMBERS. THE CHAPTER ACCOMPLISHES THIS PROGRAM SERVICE OBJECTIVE THROUGH VARIOUS MEMBERSHIP EVENTS HELP THROUGHOUT THE YEAR AND THROUGH ITS MEMBERSHIP PUBLICATION, QUORUM.

Program 2

CAI-CV PROVIDES EDUCATIONAL PROGRAMS, NETWORKING EVENTS AND EDUCATIONAL PUBLICATIONS TO MEMBERS INVOLVED WITH THE COMMON INTEREST DEVELOPMENT INDUSTRY.

Program 3

CAI-CV HOLDS 240 HOURS OF EDUCATIONAL PROGRAMS EACH YEAR FOR THEIR MEMBERS AND THE PUBLIC. THERE ARE 13 NETWORKING EVENTS. CAI-CV PUBLISHES 13 EDUCATIONAL NEWSLETTERS EACH YEAR. THEY ALSO PUBLISH...

CAI-CV HOLDS 240 HOURS OF EDUCATIONAL PROGRAMS EACH YEAR FOR THEIR MEMBERS AND THE PUBLIC. THERE ARE 13 NETWORKING EVENTS. CAI-CV PUBLISHES 13 EDUCATIONAL NEWSLETTERS EACH YEAR. THEY ALSO PUBLISH BROCHURES THAT INFORM THEIR MEMBERS AND THE PUBLIC ABOUT SPECIFIC HOA ISSUES. FOR EXAMPLE, THEY PUBLISH HOA LIVING FOR PEOPLE MOVING INTO AN HOA; COMMUNITY ASSOCIATION MANAGEMENT AS A CAREER; THE WHO ME? BROCHURE TO HELP BOARD RECRUIT NEW DIRECTORS.

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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 $0

Program Service Revenue $542,391

Investment Income $0

Other Revenue $0

TOTAL REVENUE $542,391

Expense Breakdown

Grants Paid $0

Salaries & Benefits $193,862

Fundraising Expenses $0

Program Expenses $390,029

Other Expenses $253,375

TOTAL EXPENSES $447,237

Year-over-Year Comparison

	2023	2022	Change
Revenue	$542,391	$458,666	+0.2%
Expenses	$447,237	$539,425	-0.2%
Net Income	$95,154	$-80,759	-2.2%

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

Employees

Volunteers

150

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
MARK DODGE	DIRECTOR	2.00	Director	$0	$0	$0
MIKE TRAIDMAN	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE LOPEZ	DIRECTOR	2.00	Director	$0	$0	$0
BRUCE LATTA	DIRECTOR	2.00	Director	$0	$0	$0
BRIDGET NIGH	DIRECTOR	2.00	Director	$0	$0	$0
LILY ORTEGA	DIRECTOR	2.00	Director	$0	$0	$0
JULIE R BALBINI	PRESIDENT	5.00	Officer Director	$0	$0	$0
CLINT ATHERTON	PAST PRESIDE	5.00	Officer Director	$0	$0	$0
ERIN KELLY	PRESIDENT EL	5.00	Officer Director	$0	$0	$0
JOLEN ZEROSKI	TREASURER	5.00	Officer Director	$0	$0	$0
GUIDO PORTANTE	SECRETARY	5.00	Officer Director	$0	$0	$0
CALLEN LOCKETT	EXECUTIVE DI	50.00	Highest	$105,769	$0	$105,769

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	$542,391	$447,237	$176,982	$95,154
2022	$458,666	$539,425	$69,189	$-80,759
2021	$519,608	$430,859	$140,323	$88,749
2020	$66,115	$286,982	$112,900	$-220,867
2020	$570,702	$510,313	$239,425	$60,389
2019	$547,367	$595,223	$249,332	$-47,856

COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE