Civic Intelligence

Community Associations Institute -

990EZ • Fiscal year 2017 • EIN 43-2043022

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profilewww.cai-wi.org
11801 W Silver Spring DriveMilwaukee, WI 53225

(414) 778-0640

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.09x

Higher debt load relative to assets than 72% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

28th percentile

-9.2%

Faster asset growth than 28% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

47th percentile

-0.4%

Faster revenue growth than 47% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$118,711

Down $12,021 (-9.2%) from 2016

Net Assets

$108,311

No earlier filing loaded for comparison.

Liabilities

Up

$10,400

Up $10,400 from 2016

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin13th percentile

Revenue

Down

$109,094

Down $446 (-0.4%) from 2016

Expenses

Up

$131,515

Up $6,549 (+5.2%) from 2016

Net Income

Down

-$22,421

Down $6,995 (-45%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$300K$200K$100K$0Assets 2011: $89,686Liabilities 2011: $02011Assets 2012: $119,708Liabilities 2012: $02012Assets 2013: $131,158Liabilities 2013: $1,200Net Assets 2013: $129,9582013Assets 2014: $128,994Liabilities 2014: $02014Assets 2015: $146,158Liabilities 2015: $02015Assets 2016: $130,732Liabilities 2016: $02016Assets 2017: $118,711Liabilities 2017: $10,400Net Assets 2017: $108,3112017Assets 2018: $144,553Liabilities 2018: $19,458Net Assets 2018: $125,0952018Assets 2019: $138,768Net Assets 2019: $138,7682019Assets 2020: $170,325Liabilities 2020: $26,475Net Assets 2020: $143,8502020Assets 2021: $169,179Liabilities 2021: $4,315Net Assets 2021: $164,8642021Assets 2022: $179,553Liabilities 2022: $12,940Net Assets 2022: $166,6132022Assets 2023: $239,113Liabilities 2023: $37,105Net Assets 2023: $202,0082023Assets 2024: $268,516Liabilities 2024: $47,640Net Assets 2024: $220,8762024

Highlighted filing

2017

Assets$118,711
Liabilities$10,400
Net Assets$108,311
Open 2017 Filing

Operations Trend

Revenue Growth47th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $106,118Expenses 2011: $74,911Net Income 2011: $31,2072011Revenue 2012: $106,961Expenses 2012: $76,939Net Income 2012: $30,0222012Revenue 2013: $104,470Expenses 2013: $94,220Net Income 2013: $10,2502013Revenue 2014: $117,842Expenses 2014: $118,806Net Income 2014: -$9642014Revenue 2015: $138,963Expenses 2015: $121,799Net Income 2015: $17,1642015Revenue 2016: $109,540Expenses 2016: $124,966Net Income 2016: -$15,4262016Revenue 2017: $109,094Expenses 2017: $131,515Net Income 2017: -$22,4212017Revenue 2018: $134,342Expenses 2018: $117,558Net Income 2018: $16,7842018Revenue 2019: $121,625Expenses 2019: $107,952Net Income 2019: $13,6732019Revenue 2020: $71,287Expenses 2020: $66,205Net Income 2020: $5,0822020Revenue 2021: $115,966Expenses 2021: $94,952Net Income 2021: $21,0142021Revenue 2022: $112,326Expenses 2022: $110,577Net Income 2022: $1,7492022Revenue 2023: $136,598Expenses 2023: $105,203Net Income 2023: $31,3952023Revenue 2024: $144,515Expenses 2024: $125,647Net Income 2024: $18,8682024

Highlighted filing

2017

Revenue$109,094
Expenses$131,515
Net Income-$22,421
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.2
Gross Receipts
$109,094
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

DescriptionGrantsExpenses
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
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adam BazelonPresidentPT$0--
Amber OttoPresident-ElectPT$0--
Karen SkoricTreasurerPT$0--
Jeffrey HuntPast PresidentPT$0--
Jesse BozmanDirector-$0--
Lydia ChartreDirector-$0--
Monica MackDirector-$0--
Chad EmrathDirector-$0--
Lisa KommpaDirector-$0--
Sara MokerDirector-$0--
Michael HolzDirector-$0--
Dan MerrittDirector-$0--
Filing and Contact Details

Filer

Filer Name
Community Associations Institute -
EIN
43-2043022
Phone
4147780640
Address
11801 W Silver Spring Drive, Milwaukee, WI 53225

Signing Officer

Name
Karen Skoric
Title
Treasurer
Signed
2018-05-09
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 Revenue.1

“Advertising $13455”

Other Expenses.1001

“Advertising and Promotion $213”

Other Expenses.1002

“Office Expenses $5210”

Other Expenses.1003

“Information Technology $6536”

Other Expenses.1005

“Travel $3168”

Other Expenses.1007

“Conferences, Conventions, and Meetings $61597”

Other Expenses.1012

“Insurance $1999”

Other Expenses.2

“Board/Committee Exp. $10274”

Other Assets.1

“Accounts Receivable - Beginning $5011 Accounts Receivable - Ending $105”

Total Liabilities.1

“Deferred Revenue - Beginning $0 Deferred Revenue - Ending $10400”

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Milwaukee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053225
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0125721
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Adam Bazelon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amber Otto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Karen Skoric
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jeffrey Hunt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jesse Bozman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Lydia Chartre
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Monica Mack
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Chad Emrath
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Lisa Kommpa
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Sara Moker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Michael Holz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Dan Merritt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05011
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0105
IRS990EZ/OtherExpensesTotalAmt088997
IRS990EZ/OtherRevenueTotalAmt013455
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0It 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/PrintingPublicationsPostageAmt011996
IRS990EZ/ProgramServiceRevenueAmt059880
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To 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/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010400
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0131515
IRS990EZ/TotalRevenueAmt0109094
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.cai-wi.org/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising $13455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $5210
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $6536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Travel $3168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Conferences, Conventions, and Meetings $61597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $1999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Board/Committee Exp. $10274
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $5011 Accounts Receivable - Ending $105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Deferred Revenue - Beginning $0 Deferred Revenue - Ending $10400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Skoric
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Community Associations Institute -
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Wisconsin Chapter
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0432043022
ReturnHeader/Filer/PhoneNum04147780640
ReturnHeader/Filer/USAddress/AddressLine1Txt011801 W Silver Spring Drive
ReturnHeader/Filer/USAddress/CityNm0Milwaukee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053225
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811715487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAM CPA Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011801 W SILVER SPRING DR 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milwaukee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053225
ReturnHeader/PreparerPersonGrp/PhoneNum04145306114
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adam Woznicki CPA
ReturnHeader/ReturnTs02018-05-09T08:14:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,711
Liabilities
$10,400
Net assets
$108,311
Revenue
$109,094
Expenses
$131,515
Net income
-$22,421
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.48$2.21$1.45$1.26$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.37$2.02$1.37$1.05$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.13$1.67$1.12$1.11$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.04$1.65$1.16$0.95$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.26$1.44$0.71$0.66$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$1.39$1.22$1.08$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.19$1.25$1.34$1.18$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.19$0.10$1.08$1.09$1.32$0.22
2016Summary only. Only limited summary data is available for this year.$1.31$0.00$1.10$1.25$0.15
2015Summary only. Only limited summary data is available for this year.$1.46$0.00$1.39$1.22$0.17
2014Summary only. Only limited summary data is available for this year.$1.29$0.00$1.18$1.19$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.30$1.04$0.94$0.10
2012Summary only. Only limited summary data is available for this year.$1.20$0.00$1.07$0.77$0.30
2011Summary only. Only limited summary data is available for this year.$0.90$0.00$1.06$0.75$0.31