Civic Intelligence

Community Association Institute Research

EIN 23-7438451 • 501(c)3 • Falls Church, VA

Profile

The foundation's mission is to research and analyze the operation of common interest communities and to study emerging issues and trends in this field. To achieve this mission, the organization conducts and commissions research, collects data, issues surveys, holds focus groups, issues publications and awards scholarships. Incorporated as an exempt, nonprofit entity in 1975, the foundation is the only organization in the united states that conducts industry research and makes information available to people involved in community association governance and management.

6402 Arlington Blvd 500Falls Church, VA 22042

foundation.caionline.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

42nd percentile

0.01x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

56th percentile

11%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$774,291

Up $121,718 (+19%) from 2024

Liabilities

Down

$3,290

Down $11,710 (-78%) from 2024

Net Assets

Up

$771,001

Up $133,428 (+21%) from 2024

Operations
Liabilities / Revenue42nd percentileNet Margin77th percentile

Revenue

Up

$519,724

Up $67,213 (+15%) from 2024

Expenses

Down

$388,776

Down $19,154 (-4.7%) from 2024

Net Income

Up

$130,948

Up $86,367 (+194%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $316,593Liabilities 2011: $12,498Net Assets 2011: $304,0952011Assets 2012: $343,799Liabilities 2012: $23,161Net Assets 2012: $320,6382012Assets 2013: $366,688Liabilities 2013: $6,726Net Assets 2013: $359,9622013Assets 2014: $366,521Liabilities 2014: $6,685Net Assets 2014: $359,8362014Assets 2015: $378,997Liabilities 2015: $3,540Net Assets 2015: $375,4572015Assets 2016: $416,303Liabilities 2016: $3,500Net Assets 2016: $412,8032016Assets 2017: $479,900Liabilities 2017: $12,923Net Assets 2017: $466,9772017Assets 2018: $419,165Liabilities 2018: $27,050Net Assets 2018: $392,1152018Assets 2019: $432,901Liabilities 2019: $14,625Net Assets 2019: $418,2762019Assets 2020: $413,004Liabilities 2020: $10,249Net Assets 2020: $402,7552020Assets 2021: $486,325Liabilities 2021: $5,786Net Assets 2021: $480,5392021Assets 2022: $538,984Liabilities 2022: $23,008Net Assets 2022: $515,9762022Assets 2023: $605,127Liabilities 2023: $15,000Net Assets 2023: $590,1272023Assets 2024: $652,573Liabilities 2024: $15,000Net Assets 2024: $637,5732024Assets 2025: $774,291Liabilities 2025: $3,290Net Assets 2025: $771,0012025

Highlighted filing

2025

Assets$774,291
Liabilities$3,290
Net Assets$771,001
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $181,4522011Expenses 2012: $189,4292012Expenses 2013: $198,7422013Revenue 2014: $265,639Expenses 2014: $265,612Net Income 2014: $272014Revenue 2015: $281,302Expenses 2015: $265,847Net Income 2015: $15,4552015Revenue 2016: $345,794Expenses 2016: $309,337Net Income 2016: $36,4572016Revenue 2017: $332,925Expenses 2017: $278,064Net Income 2017: $54,8612017Revenue 2018: $296,491Expenses 2018: $370,231Net Income 2018: -$73,7402018Revenue 2019: $316,291Expenses 2019: $291,632Net Income 2019: $24,6592019Revenue 2020: $284,961Expenses 2020: $301,575Net Income 2020: -$16,6142020Revenue 2021: $318,064Expenses 2021: $238,538Net Income 2021: $79,5262021Revenue 2022: $383,243Expenses 2022: $346,853Net Income 2022: $36,3902022Revenue 2023: $422,476Expenses 2023: $346,569Net Income 2023: $75,9072023Revenue 2024: $452,511Expenses 2024: $407,930Net Income 2024: $44,5812024Revenue 2025: $519,724Expenses 2025: $388,776Net Income 2025: $130,9482025

Highlighted filing

2025

Revenue$519,724
Expenses$388,776
Net Income$130,948
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$774,291
Liabilities
$3,290
Net assets
$771,001
Revenue
$519,724
Expenses
$388,776
Net income
$130,948
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.74$0.03$7.71$5.20$3.89$1.31
2024Detailed filing. Detailed filing data is available for this year.$6.53$0.15$6.38$4.53$4.08$0.45
2023Detailed filing. Detailed filing data is available for this year.$6.05$0.15$5.90$4.22$3.47$0.76
2022Detailed filing. Detailed filing data is available for this year.$5.39$0.23$5.16$3.83$3.47$0.36
2021Detailed filing. Detailed filing data is available for this year.$4.86$0.06$4.81$3.18$2.39$0.80
2020Detailed filing. Detailed filing data is available for this year.$4.13$0.10$4.03$2.85$3.02$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.15$4.18$3.16$2.92$0.25
2018Detailed filing. Detailed filing data is available for this year.$4.19$0.27$3.92$2.96$3.70$0.74
2017Detailed filing. Detailed filing data is available for this year.$4.80$0.13$4.67$3.33$2.78$0.55
2016Detailed filing. Detailed filing data is available for this year.$4.16$0.04$4.13$3.46$3.09$0.36
2015Detailed filing. Detailed filing data is available for this year.$3.79$0.04$3.75$2.81$2.66$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.67$0.07$3.60$2.66$2.66$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.07$3.60$1.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.23$3.21$1.89
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.12$3.04$1.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$519,724
Mission and Program Overview

Mission

The foundations mission is to research and analyze the operation of common interest communities and to study emerging issues and trends in this field. To achieve this mission, the organization conducts and commisisons research, collects data, issues surveys, holds focus groups, issues publications and awards scholarships. Incorporated as an exempt, nonprofit entity in 1975, the foundation is the only organization in the united states that conducts industry research and makes information available to people involved in community association governance and management.

The foundation for community association research is devoted to common interest community research, development, and scholarship. Incorporated in 1975, the foundation is the only organization both recording the history of, and identifying trends in, residential community association living. A 501(c)(3) organization, the foundation supports and conducts research and makes that information available to those involved in association governance and management.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$615,292$649,724▲ $34,432
Investments in Publicly Traded Securities$0$56,894▲ $56,894
Prepaid Expenses and Deferred Charges$19,293$34,200▲ $14,907
Pledges and Grants Receivable$0$10,000▲ $10,000
Inventories for Sale or Use$793$424▼ $369
Total Assets$652,573$774,291▲ $121,718
Other Assets Total$17,195$23,049▲ $5,854
Liabilities
Deferred Revenue$15,000$0▼ $15,000
Accounts Payable and Accrued Expenses$0$3,290▲ $3,290
Total Liabilities$15,000$3,290▼ $11,710
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$538,357$617,348▲ $78,991
Net Assets With Donor Restrictions$99,216$153,653▲ $54,437
Total Net Assets Fund Balance$637,573$771,001▲ $133,428
Total Liabilities and Net Assets / Fund Balance$652,573$774,291▲ $121,718
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Michelle Baldry RsImmediate Past President
Mark Jones Ams PcamPresident
Mildred Lanier-reedPresident-elect
Aj Scott CirmsDirector
David RauchDirector
Douglas Kleine Pcam RetDirector
Dr Hazel EasthopeDirector
Gregory S Cagle EsqDirector
Henry Dewitt Puckett Cmca Ams PcamDirector
Marc TamresDirector
Pepe Guierrez CmcaDirector
Susan Hawks Mcclintic EsqDirector
Susan YorkDirector
Dawn M Bauman CaeExecutive Director
Ursula K Burgess EsqSecretary
Pamela D Bailey Cmca Ams PcamTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Community Associations InstituteManagement Company6402 ARLINGTON BLVD STE 500, Falls Church, VA 22042$286,800
Revenue and Support

Revenue Composition

Contributions and Grants
$472,732
Program Service Revenue
$25,266
Investment Income
$21,726
Other Revenue
$0
All Other Contributions
$165,429
Change in Net Assets
$130,948

Audited Revenue Reconciliation

Revenue per Audited Statements
$519,724
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,480
Total Revenue per Audited Statements
$522,204
Total Revenue per Form 990
$519,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$374,986
Total Fundraising Expense$48,841
Professional Fundraising Fees$8,750
Grants and Similar Amounts Paid$5,040
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$207,585$43,185$36,030$286,800
Office Expenses$51,840$1,068$1,402$54,310
Conferences and Meetings$16,236--$16,236
Fees for Services Accounting-$10,000-$10,000
Fees for Services Professional Fundraising--$8,750$8,750
Grants to Domestic Individuals$5,040--$5,040
All Other Expenses$694$2,421-$3,115
Travel-$74$2,659$2,733
Insurance-$1,293-$1,293
Fees for Services Legal-$499-$499
Total Functional Expenses$281,395$58,540$48,841$388,776

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$388,776
Total Expenses per Audited Statements$388,776
Total Expenses per Form 990$388,776
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$8,750
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Community associations institute (cai) provides management services to fcar per written agreement. Cai performs duties commonly performed by the executive director and staff of a foundation. Cai assigns an executive research foundation 23-7438451 community association institute director and other employees to serve the foundation. Cai also provides office and equipment to manage the foundation. Cai monitors the budget of fcar, and is authorized to handle funds on the behalf of fcar. Cai may negotiate and enter into agreement for the purchase of goods & services for the foundation. The executive director of fcar, the ceo of cai, and the cfo of cai are all compensated by cai both for services provided to fcar as well as to cai. The total fees paid for these management services was $286,800 for fy 2025.”

Form 990, Part VI, Section B, Line 11B

“The return is reviewed internally by cai's cfo. The draft 990 is sent out to the foundation board for reivew before it is submitted to the irs.”

Form 990, Part VI, Section B, Line 12C

“The foundation maintains a conflict of interest policy document that is updated annually. It asks members of the board of directors to disclose any potential conflicts by naming them if they exist and signing the form. The foundation pays a management fee to cai for staffing. Cai maintains a separate conflict of interest policy and form for key staff that work on foundation programs and administration. It is also updated annually.”

Form 990, Part VI, Section C, Line 19

“The foundation's audited financial statements are available to the public on the "about us" section of our website. All other documents are made research foundation 23-7438451 community association institute available upon request.”

Filing and Contact Details

Filer

Filer Name
Community Association Institute Research
EIN
23-7438451
Phone
7039709220
Address
6402 ARLINGTON BLVD 500, FALLS CHURCH, VA 22042
Doing Business As
Foundation for Community Association Research

Signing Officer

Name
Dawn M Bauman Cae
Title
Chief Executive Officer
Phone
7039709220
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawn M Bauman Cae
Formed
1975
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
25

Preparer

Firm
Wegner Cpas Llp
Address
419 N LEE ST, ALEXANDRIA, VA 22314-2301
Preparer
Adam Kuczynski CPA
Phone
7035190990
Raw XML AppendixShowing 400 of 500 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO RESEARCH AND ANALYZE THE OPERATION OF COMMON INTEREST COMMUNITIES AND TO STUDY EMERGING ISSUES AND TRENDS IN THIS FIELD. TO ACHIEVE THIS MISSION, THE ORGANIZATION CONDUCTS AND COMMISSIONS RESEARCH, COLLECTS DATA, ISSUES SURVEYS, HOLDS FOCUS GROUPS, ISSUES PUBLICATIONS AND AWARDS SCHOLARSHIPS. INCORPORATED AS AN EXEMPT, NONPROFIT ENTITY IN 1975, THE FOUNDATION IS THE ONLY ORGANIZATION IN THE UNITED STATES THAT CONDUCTS INDUSTRY RESEARCH AND MAKES INFORMATION AVAILABLE TO PEOPLE INVOLVED IN COMMUNITY ASSOCIATION GOVERNANCE AND MANAGEMENT.
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IRS990/ProgSrvcAccomActy2Grp/Desc0MEETINGS & CONFERENCE: AS PART OF ITS MISSION, THE FOUNDATION PROVIDES AUTHORITATIVE RESEARCH AND ANALYSIS ON COMMUNITY ASSOCIATION TRENDS, ISSUES, AND OPERATIONS. FOUNDATION STAFF AND VOLUNTEERS PRESENT THIS INFORMATION AT CAI AND INDUSTRY EVENTS, SUCH AS THE CAI ANNUAL CONFERENCE, COMMUNITY ASSOCIATION LAW SEMINAR, AND CEO-MC RETREAT, BY OFFERING EDUCATION SESSIONS AND SPEAKING WITH CONFERENCE ATTENDEES. PROGRAM TOPICS INCLUDE CUTTING-EDGE FOUNDATION RESEARCH ON TECHNOLOGY AND CYBER SECURITY, AGING INFRASTRUCTURE, NON-POTABLE WATER, NATURAL DISASTERS, ETHICS, AND MANY OTHER IMPORTANT ITEMS IN THE COMMUNITY ASSOCIATION INDUSTRY.
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