Civic Intelligence

Community Associations Institute

990EZ • Fiscal year 2020 • EIN 14-1719969

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 26, 2021

Organization Profilewww.cai-hvny.org
47 West Market Street 3Rhinebeck, 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 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

61st percentile

9.6%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

57th percentile

6.7%

Faster asset growth than 57% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-47%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$54,636

Up $3,407 (+6.7%) from 2019

Net Assets

Up

$54,636

Up $3,407 (+6.7%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin61st percentile

Revenue

Down

$35,451

Down $31,852 (-47%) from 2019

Expenses

Down

$32,044

Down $28,297 (-47%) from 2019

Net Income

Down

$3,407

Down $3,555 (-51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2020

Assets$54,636
Liabilities-
Net Assets$54,636
Open 2020 Filing

Operations Trend

Revenue Growth23rd 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

2020

Revenue$35,451
Expenses$32,044
Net Income$3,407
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 26, 2021
Return Version
2020v4.0
Gross Receipts
$35,451
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
TYLER CARLYONSecretary-$0--
STACEY PATTERSONPresident-$0--
DEBORAH GERELLIVice President-$0--
JOHN GRADYTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Hudson Valley Chapter Cai
EIN
14-1719969
Phone
8458764911
Address
47 WEST MARKET STREET 3, RHINEBECK, NY 12572

Signing Officer

Name
John Grady
Title
Treasurer
Signed
2021-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Grady CPA Pc
Address
47 W MARKET ST STE 3, RHINEBECK, NY 12572
Preparer
John A Grady
Phone
8458764911
Supplemental Narrative

Additional Explanations

Other Expenses.1012

“Insurance $1102”

Other Expenses.1

“PROGRAMS $5439”

Other Expenses.2

“Bank charges $30”

Raw XML Appendix113 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/AddressLine1Txt047 WEST MARKET STREET 3
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RHINEBECK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012572
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051229
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054636
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03407
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025473
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051229
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054636
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt035451
IRS990EZ/GroupExemptionNum03128
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09281
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051229
IRS990EZ/NetAssetsOrFundBalancesEOYAmt054636
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051229
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt054636
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TYLER CARLYON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STACEY PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEBORAH GERELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN GRADY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06571
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/ProgramServiceRevenueAmt026170
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/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt032044
IRS990EZ/TotalRevenueAmt035451
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.cai-hvny.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Insurance $1102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAMS $5439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank charges $30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GRADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUDSON VALLEY CHAPTER CAI
ReturnHeader/Filer/BusinessNameControlTxt0HUDS
ReturnHeader/Filer/EIN0141719969
ReturnHeader/Filer/PhoneNum08458764911
ReturnHeader/Filer/USAddress/AddressLine1Txt047 WEST MARKET STREET 3
ReturnHeader/Filer/USAddress/CityNm0RHINEBECK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012572
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844929319
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRADY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt047 W MARKET ST STE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RHINEBECK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012572
ReturnHeader/PreparerPersonGrp/PhoneNum08458764911
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John A Grady
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-26T05:24:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRADY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,636
Liabilities
-
Net assets
$54,636
Revenue
$35,451
Expenses
$32,044
Net income
$3,407
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