Civic Intelligence

Community Associations Institute

990EZ • Fiscal year 2018 • EIN 14-1719969

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profilewww.cai-hvny.org
48 West Market StreetRhinebeck, NY 12572

(845) 876-4911

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

28th percentile

-6.4%

Higher net margin than 28% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-6.2%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-9.3%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$44,267

Down $2,937 (-6.2%) from 2017

Net Assets

Down

$44,267

Down $2,937 (-6.2%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin28th percentile

Revenue

Down

$45,823

Down $4,678 (-9.3%) from 2017

Expenses

Down

$48,760

Down $432 (-0.9%) from 2017

Net Income

Down

-$2,937

Down $4,246 (-324%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2011: $26,774Liabilities 2011: $02011Assets 2012: $43,031Liabilities 2012: $02012Assets 2013: $45,912Liabilities 2013: $02013Assets 2014: $52,231Liabilities 2014: $02014Assets 2015: $54,472Net Assets 2015: $54,4722015Assets 2016: $45,895Net Assets 2016: $45,8952016Assets 2017: $47,204Net Assets 2017: $47,2042017Assets 2018: $44,267Net Assets 2018: $44,2672018Assets 2019: $51,229Net Assets 2019: $51,2292019Assets 2020: $54,636Net Assets 2020: $54,6362020Assets 2021: $53,585Net Assets 2021: $53,5852021Assets 2022: $60,401Net Assets 2022: $60,4012022Assets 2023: $62,491Net Assets 2023: $62,4912023Assets 2024: $62,037Net Assets 2024: $62,0372024

Highlighted filing

2018

Assets$44,267
Liabilities-
Net Assets$44,267
Open 2018 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $74,113Expenses 2011: $61,953Net Income 2011: $12,1602011Revenue 2012: $82,285Expenses 2012: $66,028Net Income 2012: $16,2572012Revenue 2013: $79,414Expenses 2013: $76,533Net Income 2013: $2,8812013Revenue 2014: $76,062Expenses 2014: $69,743Net Income 2014: $6,3192014Revenue 2015: $51,623Expenses 2015: $49,382Net Income 2015: $2,2412015Revenue 2016: $46,066Expenses 2016: $54,643Net Income 2016: -$8,5772016Revenue 2017: $50,501Expenses 2017: $49,192Net Income 2017: $1,3092017Revenue 2018: $45,823Expenses 2018: $48,760Net Income 2018: -$2,9372018Revenue 2019: $67,303Expenses 2019: $60,341Net Income 2019: $6,9622019Revenue 2020: $35,451Expenses 2020: $32,044Net Income 2020: $3,4072020Revenue 2021: $48,686Expenses 2021: $49,737Net Income 2021: -$1,0512021Revenue 2022: $50,134Expenses 2022: $43,318Net Income 2022: $6,8162022Revenue 2023: $51,641Expenses 2023: $49,551Net Income 2023: $2,0902023Revenue 2024: $75,939Expenses 2024: $76,393Net Income 2024: -$4542024

Highlighted filing

2018

Revenue$45,823
Expenses$48,760
Net Income-$2,937
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$45,823
Mission and Program Overview

Mission

Provide education and recources to residential condominium, cooperative and homeowner associations, and to the professionals and suppliers who who support them.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PRESENTS EDUCATIONAL WORKSHOPS AND NET WORKING EVENTS FOR HOMEOWNER VOLUNTEERS WHO GOVERN COMMUNITIES AND THE PROFESSIONALS WHO SUPPORT THEM--
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DORIS STEELEPresident-$0--
GREGG GERELLISecretary-$0--
JOHN GRADYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Hudson Valley Chapter Cai
EIN
14-1719969
Phone
8458764911
Address
48 WEST MARKET STREET, RHINEBECK, NY 12572

Signing Officer

Name
John Grady
Title
Treasurer
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bogush & Grady CPAs LLP
Address
48 West Market Street, Rhinebeck, NY 12572-1403
Preparer
John A Grady
Phone
8458764911
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1222”

Other Expenses.1012

“Insurance $1066”

Other Expenses.1

“PROGRAMS $18975”

Other Expenses.2

“Bank charges $134”

Raw XML Appendix104 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN A GRADY
IRS990EZ/BooksInCareOfDetail/PhoneNum08458764911
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt048 WEST MARKET STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RHINEBECK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012572
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047204
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044267
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2937
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt027363
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt047204
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044267
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt045823
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum03128
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08914
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt047204
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044267
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt047204
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044267
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DORIS STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREGG GERELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN GRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt021397
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATION AND RECOURCES TO RESIDENTIAL CONDOMINIUM, COOPERATIVE AND HOMEOWNER ASSOCIATIONS, AND TO THE PROFESSIONALS AND SUPPLIERS WHO WHO SUPPORT THEM.
IRS990EZ/ProgramServiceRevenueAmt036909
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PRESENTS EDUCATIONAL WORKSHOPS AND NET WORKING EVENTS FOR HOMEOWNER VOLUNTEERS WHO GOVERN COMMUNITIES AND THE PROFESSIONALS WHO SUPPORT THEM
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048760
IRS990EZ/TotalRevenueAmt045823
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cai-hvny.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1222
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROGRAMS $18975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank charges $134
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUDSON VALLEY CHAPTER CAI
ReturnHeader/Filer/BusinessNameControlTxt0HUDS
ReturnHeader/Filer/EIN0141719969
ReturnHeader/Filer/PhoneNum08458764911
ReturnHeader/Filer/USAddress/AddressLine1Txt048 WEST MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0RHINEBECK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012572
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300121906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bogush & Grady CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt048 West Market Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rhinebeck
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0125721403
ReturnHeader/PreparerPersonGrp/PhoneNum08458764911
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John A Grady
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T12:43:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,267
Liabilities
-
Net assets
$44,267
Revenue
$45,823
Expenses
$48,760
Net income
-$2,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$62.0$62.0$75.9$76.4$0.45
2023Detailed filing. Detailed filing data is available for this year.$62.5$62.5$51.6$49.6$2.09
2022Detailed filing. Detailed filing data is available for this year.$60.4$60.4$50.1$43.3$6.82
2021Detailed filing. Detailed filing data is available for this year.$53.6$53.6$48.7$49.7$1.05
2020Detailed filing. Detailed filing data is available for this year.$54.6$54.6$35.5$32.0$3.41
2019Detailed filing. Detailed filing data is available for this year.$51.2$51.2$67.3$60.3$6.96
2018Detailed filing. Detailed filing data is available for this year.$44.3$44.3$45.8$48.8$2.94
2017Detailed filing. Detailed filing data is available for this year.$47.2$47.2$50.5$49.2$1.31
2016Detailed filing. Detailed filing data is available for this year.$45.9$45.9$46.1$54.6$8.58
2015Detailed filing. Detailed filing data is available for this year.$54.5$54.5$51.6$49.4$2.24
2014Summary only. Only limited summary data is available for this year.$52.2$0.00$76.1$69.7$6.32
2013Summary only. Only limited summary data is available for this year.$45.9$0.00$79.4$76.5$2.88
2012Summary only. Only limited summary data is available for this year.$43.0$0.00$82.3$66.0$16.3
2011Summary only. Only limited summary data is available for this year.$26.8$0.00$74.1$62.0$12.2