Liabilities / Assets
80th percentile
Higher debt load relative to assets than 80% of similar nonprofits.
Community Associations Institute -
EIN 43-2043022 • 501(c)6 • Milwaukee, WI
Profile
It is CAI-WI's mission to provide education and resources to the volunteer homeowners who govern community associations and the professionals who support them. This is done by studying and perpetuating principles and methods for the successful creation, operation, and maintenance of community associations and the common facilities and services the chapter operations. Forums are created through local meetings, seminars, and publications for the continued discussion and dissemination of all information pertinent to creating and operating community associations. The studying of the relationships that federal, state, & local governments bear to community associations as well as providing leadership for successful creation and operation of community associations is vital as well.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.18x
Liabilities / Revenue
89th percentile
Higher debt load relative to revenue than 89% of similar nonprofits.
Net Margin
72nd percentile
Higher net margin than 72% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
73rd percentile
Faster asset growth than 73% of similar nonprofits.
Revenue Growth
61st percentile
Faster revenue growth than 61% of similar nonprofits.
Balance Sheet
Assets
Up$268,516
Up $29,403 (+12%) from 2023
Liabilities
Up$47,640
Up $10,535 (+28%) from 2023
Net Assets
Up$220,876
Up $18,868 (+9.3%) from 2023
Revenue
Up$144,515
Up $7,917 (+5.8%) from 2023
Expenses
Up$125,647
Up $20,444 (+19%) from 2023
Net Income
Down$18,868
Down $12,527 (-40%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $268,516
- Liabilities
- $47,640
- Net assets
- $220,876
- Revenue
- $144,515
- Expenses
- $125,647
- Net income
- $18,868
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- May 27, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $144,515
Mission and Program Overview
Mission
It is CAI-WI's mission to provide education and resources to the volunteer homeowners who govern community associations and the professionals who support them. This is done by studying and perpetuating principles and methods for the successful creation, operation, and maintenance of community associations and the common facilities and services the chapter operations. Forums are created through local meetings, seminars, and publications for the continued discussion and dissemination of all information pertinent to creating and operating community associations. The studying of the relationships that federal, state, & local governments bear to community associations as well as providing leadership for successful creation and operation of community associations is vital as well.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| To fulfill its mission of providing education, resources, & networking opportunities to volunteer homeowners and professionals that govern and support community associations the organization hosts an Annual Conference & Tradeshow, host a Golf Outing, have smaller events at different times of the year, & publish a quarterly magazine. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Erica Joyce | President | PT | $0 | - | - |
| Sara Moker | Trustee | - | $0 | - | - |
| Daniel Miske | Treasurer | - | $0 | - | - |
| Ryan Maloney | Director | - | $0 | - | - |
| Daniel Corwin | Director | - | $0 | - | - |
| Samantha Hoppe | Director | - | $0 | - | - |
| Carissa Pezewski | Director | - | $0 | - | - |
| Mona Lisa Battaglia | Director | - | $0 | - | - |
| Lawrence Robe | Director | - | $0 | - | - |
| Constantine Diskos | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Community Associations Institute -
- EIN
- 43-2043022
- Phone
- 4147780640
- Address
- 11801 W Silver Spring Drive 200, Milwaukee, WI 53225
Signing Officer
- Name
- Samantha Hoppe
- Title
- Treasurer
- Signed
- 2025-05-27
- Discuss with paid preparer
- Yes
Preparer
- Firm
- WAM CPA Services LLC
- Address
- 11801 W SILVER SPRING DR 200, Milwaukee, WI 53225
- Preparer
- Adam Woznicki CPA
- Phone
- 4145306114
Supplemental Narrative
Additional Explanations
Other Expenses.1002
“Office Expenses $5548”
Other Expenses.1003
“Information Technology $2221”
Other Expenses.1005
“Travel $5508”
Other Expenses.1007
“Conferences, Conventions, and Meetings $60201”
Other Expenses.1012
“Insurance $2264”
Other Assets.1
“Prepaid Expense - Beginning $9000 Prepaid Expense - Ending $16651”
Total Liabilities.1
“Deferred Revenue - Beginning $37105 Deferred Revenue - Ending $47640”
Raw XML Appendix147 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Wisconsin Association Management |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4142719456 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 11801 W SILVER SPRING DR Suite 200 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Milwaukee |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53225 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 230113 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 251865 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 32555 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 18868 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 39450 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 239113 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 268516 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 144515 |
| IRS990EZ/GroupExemptionNum | 0 | 3128 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 9827 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 202008 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 220876 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 202008 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 220876 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Erica Joyce |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Sara Moker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Daniel Miske |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Ryan Maloney |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Daniel Corwin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Samantha Hoppe |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Carissa Pezewski |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Mona Lisa Battaglia |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Lawrence Robe |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Constantine Diskos |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 9000 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 16651 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 75742 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | It is CAI-WI's mission to provide education and resources to the volunteer homeowners who govern community associations and the professionals who support them. This is done by studying and perpetuating principles and methods for the successful creation, operation, and maintenance of community associations and the common facilities and services the chapter operations. Forums are created through local meetings, seminars, and publications for the continued discussion and dissemination of all information pertinent to creating and operating community associations. The studying of the relationships that federal, state, & local governments bear to community associations as well as providing leadership for successful creation and operation of community associations is vital as well. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 10455 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 102133 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | To fulfill its mission of providing education, resources, & networking opportunities to volunteer homeowners and professionals that govern and support community associations the organization hosts an Annual Conference & Tradeshow, host a Golf Outing, have smaller events at different times of the year, & publish a quarterly magazine. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 37105 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 47640 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 125647 |
| IRS990EZ/TotalRevenueAmt | 0 | 144515 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | https://www.cai-wi.org/ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $5548 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Information Technology $2221 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Travel $5508 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences, Conventions, and Meetings $60201 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Insurance $2264 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Prepaid Expense - Beginning $9000 Prepaid Expense - Ending $16651 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Deferred Revenue - Beginning $37105 Deferred Revenue - Ending $47640 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Total Liabilities.1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Samantha Hoppe |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-05-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Community Associations Institute - |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Wisconsin Chapter |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | COMM |
| ReturnHeader/Filer/EIN | 0 | 432043022 |
| ReturnHeader/Filer/PhoneNum | 0 | 4147780640 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 11801 W Silver Spring Drive 200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Milwaukee |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53225 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 811715487 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | WAM CPA Services LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 11801 W SILVER SPRING DR 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Milwaukee |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 53225 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4145306114 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Adam Woznicki CPA |
| ReturnHeader/ReturnTs | 0 | 2025-05-27T10:53:16-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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