Civic Intelligence

Community Association Institute Research Foundation

990 • Fiscal year 2011 • EIN 23-7438451

Jul 01, 2010 to Jun 30, 2011 • Filed on May 11, 2012

6402 Arlington Boulevard No 50022042
Siviq Scores

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

Liabilities / Assets

68th percentile

0.04x

Higher debt load relative to assets than 68% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$316,593

No earlier filing loaded for comparison.

Net Assets

$304,095

No earlier filing loaded for comparison.

Liabilities

$12,498

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$181,452

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2011

Assets$316,593
Liabilities$12,498
Net Assets$304,095

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$181,452
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 11, 2012
Return Version
2010v3.4
Gross Receipts
$213,110
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.

Major Activities

Activity 2
Research and surveys -- the foundation conducts research projects. One such project is the development of best practice reports in the community association industry. The foundation is currently developing best practice reports in select topic areas, using a variety of sources. This project represents an ongoing exploration of best practice reports used in community associations. The foundation also publishes the community association manager compensation and salary survey, the definitive resource for community associations and management companies to plan realistic budgets, negotiate salaries, evaluate benefits, and remain competitive. The survey was designed to allow a company or manager to compare their compensation levels with peers. The information in this survey represents complete, accurate, and up-to-date compensation data on the community association industry.in addition to providing basic company and manager profile and salary information, the survey includes the following features: information presented by regions information in text form, with a greater amount of statistical and industry analyses salary differences between managers with and without professional designations data based on community association size, in addition to management company size information on all association employees, particularly on-site workers descriptions of online and print resources regarding employment and occupational outlooks
Activity 3
Meetings -- the foundation presents education sessions at the cai national conference. The goal is to initiate a dialogue on, and increase awareness of, emerging trends in residential community association living.
Filing and Contact Details

Filer

EIN
23-7438451
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IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year04481
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years04789
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years09824
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years06701
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total030418
IRS990ScheduleA/InvestmentIncomePercentage00.03140
IRS990ScheduleA/OtherIncome509/CurrentTaxYear02995
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus1Year02835
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus2Years03039
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus3Years04496
IRS990ScheduleA/OtherIncome509/CurrentTaxYearMinus4Years03579
IRS990ScheduleA/OtherIncome509/Total016944
IRS990ScheduleA/PriorYearSupportPercentage00.95510
IRS990ScheduleA/PriorYrInvestIncomePercentage00.03130
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.95120
IRS990ScheduleA/PublicSupportTotal5090922523
IRS990ScheduleA/SupportFromDQPsEtc/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear0200542
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year0204409
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years0172847
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years0175061
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years0169664
IRS990ScheduleA/Total509/Total0922523
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear0208160
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year0211725
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years0180675
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years0189381
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years0179944
IRS990ScheduleA/TotalSupportTotal/Total0969885
IRS990/ScheduleBRequired00
IRS990ScheduleD/BoardDesignatedEOYBalance00.00000
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance013276
IRS990ScheduleD/CurrentYear/Contributions01250
IRS990ScheduleD/CurrentYear/EndOfYearBalance014542
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses016
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance08270
IRS990ScheduleD/CurrentYearMinus1Year/Contributions05000
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance013276
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses06
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance08270
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance08270
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExcessOrDeficitForYear031658
IRS990ScheduleD/ExcessOrDeficitPerFS029444
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0181452
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE FOUNDATION'S ENDOWMENT FUND INCLUDES A PERMANENTLY RESTRICTED FUND WHICH IS A TRADITIONAL DONOR-RESTRICTED ENDOWMENT FUND. IN PARTICULAR, THE FOUNDATION'S ENDOWMENT PRINCIPAL AND INTEREST INCOME EARNED ON THE PRINCIPAL WILL BE LEFT TO ACCUMULATE UNTIL THE ENDOWMENT FUND BALANCE EXCEEDS $250,000. ONCE THIS LEVEL HAS BEEN REACHED, THE INTEREST INCOME ON THE FUND WILL BE USED IN THE UNRESTRICTED OPERATIONS OF THE FOUNDATION. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. THE FISCL YEARS ENDING JUNE 30, 2008 THROUGH 2011 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1PART X:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-2214
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-2214
IRS990ScheduleD/PermanentEndowmentEOYBalance01.00000
IRS990ScheduleD/RevenueNotRptdF9900-2214
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0213110
IRS990ScheduleD/TermEndowmentEOYBalance00.00000
IRS990ScheduleD/TotalAdjustments0-2214
IRS990ScheduleD/TotalExpenses0181452
IRS990ScheduleD/TotalExpensesPerForm9900181452
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0213110
IRS990ScheduleD/TotalRevenuePerForm9900213110
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0181452
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0210896
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0THE RETURN IS REVIEWED INTERNALLY BY THE CFO. THE DRAFT 990 WAS SENT OUT TO THE CAI RF BOARD FOR REVIEW BEFORE IT WAS SUBNITTED TO THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation1ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation2NET UNREALIZED LOSSES ON INVESTMENTS: -2,214.
IRS990ScheduleO/GeneralExplanation/Explanation3THE AUDIT PROCEDURES HAVE NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION B, LINE 11

Document Assets

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Filings

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