Civic Intelligence

Community Associations Institute Southeast Florida Chapter Inc

EIN 59-2426910 • 501(c)6 • Weston, FL

Profile

We believe homeowners and condominium associations should strive to exceed expectations of their residents. We work toward this goal by identifing and meeting the evolving needs of the professionals and volunteers who serve associatons.

304 Indian Trace 538Weston, FL 33326

cai-seflorids.org

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

89th percentile

31%

Higher net margin than 89% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$61,875

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

93rd percentile

67%

Faster asset growth than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

11%

Faster revenue growth than 68% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$143,436

Down $64,856 (-31%) from 2022

Liabilities

Up

$6,368

Up $6,368 from 2022

Net Assets

Down

$137,068

Down $71,224 (-34%) from 2022

Operations
Liabilities / Revenue54th percentileNet Margin89th percentile

Revenue

Down

$309,176

Down $11,472 (-3.6%) from 2022

Expenses

Down

$380,949

Down $12,268 (-3.1%) from 2022

Net Income

Up

-$71,773

Up $796 (+1.1%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

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

$300K$200K$100K$0Assets 2011: $183,482Liabilities 2011: $35,0502011Assets 2012: $143,348Liabilities 2012: $02012Assets 2013: $109,861Liabilities 2013: $02013Assets 2014: $195,701Liabilities 2014: $02014Assets 2015: $181,443Liabilities 2015: $1,1752015Assets 2016: $211,109Liabilities 2016: $1,050Net Assets 2016: $210,0592016Assets 2017: $216,103Liabilities 2017: $1,050Net Assets 2017: $215,0532017Assets 2018: $207,583Liabilities 2018: $1,050Net Assets 2018: $206,5332018Assets 2019: $156,292Liabilities 2019: $0Net Assets 2019: $156,2922019Assets 2020: $192,578Net Assets 2020: $192,5782020Assets 2021: $223,489Liabilities 2021: $0Net Assets 2021: $223,4892021Assets 2022: $208,292Liabilities 2022: $0Net Assets 2022: $208,2922022Assets 2023: $143,436Liabilities 2023: $6,368Net Assets 2023: $137,0682023

Highlighted filing

2023

Assets$143,436
Liabilities$6,368
Net Assets$137,068
Open 2023 Filing

Operations Trend

Revenue Growth68th percentile

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

$400K$200K$0-$200KRevenue 2011: $87,441Expenses 2011: $76,824Net Income 2011: $10,6172011Revenue 2012: $60,453Expenses 2012: $65,537Net Income 2012: -$5,0842012Revenue 2013: $34,503Expenses 2013: $67,990Net Income 2013: -$33,4872013Revenue 2014: $91,705Expenses 2014: $109,509Net Income 2014: -$17,8042014Revenue 2015: $88,168Expenses 2015: $102,426Net Income 2015: -$14,2582015Revenue 2016: $132,929Expenses 2016: $103,262Net Income 2016: $29,6672016Revenue 2017: $111,249Expenses 2017: $106,255Net Income 2017: $4,9942017Revenue 2018: $112,627Expenses 2018: $121,147Net Income 2018: -$8,5202018Revenue 2019: $97,050Expenses 2019: $147,291Net Income 2019: -$50,2412019Revenue 2020: $153,955Expenses 2020: $117,669Net Income 2020: $36,2862020Revenue 2021: $225,166Expenses 2021: $194,106Net Income 2021: $31,0602021Revenue 2022: $320,648Expenses 2022: $393,217Net Income 2022: -$72,5692022Revenue 2023: $309,176Expenses 2023: $380,949Net Income 2023: -$71,7732023

Highlighted filing

2023

Revenue$309,176
Expenses$380,949
Net Income-$71,773
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$143,436
Liabilities
$6,368
Net assets
$137,068
Revenue
$309,176
Expenses
$380,949
Net income
-$71,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.43$0.06$1.37$3.09$3.81$0.72
2022Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$3.21$3.93$0.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$2.25$1.94$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.93$1.93$1.54$1.18$0.36
2019Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$0.97$1.47$0.50
2018Summary only. Only limited summary data is available for this year.$2.08$0.01$2.07$1.13$1.21$0.09
2017Summary only. Only limited summary data is available for this year.$2.16$0.01$2.15$1.11$1.06$0.05
2016Summary only. Only limited summary data is available for this year.$2.11$0.01$2.10$1.33$1.03$0.30
2015Summary only. Only limited summary data is available for this year.$1.81$0.01$0.88$1.02$0.14
2014Summary only. Only limited summary data is available for this year.$1.96$0.00$0.92$1.10$0.18
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$0.35$0.68$0.33
2012Summary only. Only limited summary data is available for this year.$1.43$0.00$0.60$0.66$0.05
2011Summary only. Only limited summary data is available for this year.$1.83$0.35$0.87$0.77$0.11
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 22, 2021
Return Version
2020v4.0
Gross Receipts
$184,200
Mission and Program Overview

Mission

We believe homeowners and condominium associations should strive to exceed expectations of their residents. We work toward this goal by identifing and meeting the evolving needs of the professionals and volunteers who serve associatons.

Program Services

DescriptionGrantsExpenses
SERVNG THE COMMUNITY ASSOCIATIONS THROUGH SEMINARS, WORKSHOPS, CONFERENCES AND EDUCATIONAL PROGRAMS--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VISHNU SHARMADpPT$0--
KATHY NAUGHTONDvpPT$0--
REBECCA PRIETODsPT$0--
ANDREW DYKEDtPT$0--
STEVE MASONPePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$45,168$45,168$7,845$37,323
Monthly Breakfasts$12,052$12,052$4,196$7,856
Total Events$57,220$57,220$30,245$26,975
Filing and Contact Details

Filer

Filer Name
Community Associations Institute
EIN
59-2426910
Phone
9545717073
Address
304 INDIAN TRACE 538, WESTON, FL 33326

Signing Officer

Name
Andrew Dyke
Title
Treasurer
Signed
2021-12-22
Discuss with paid preparer
Yes

Preparer

Firm
Bashor & Legendre LLP
Address
4809 Ehrlich Road Suite 203, Tampa, FL 33624
Preparer
Percy J Legendre III
Phone
8139613220
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $16031”

Other Expenses.1002

“Office Expenses $6605”

Other Expenses.1005

“Travel $14”

Other Expenses.1012

“Insurance $3298”

Other Expenses.1

“Holiday party & apprec dinner $8307”

Other Expenses.2

“STORAGE EXPENSE $2033”

Other Expenses.3

“State taxes & licenses $61”

Other Assets.1

“- Beginning $1175 - Ending $0”

FORM 990, PART IV, SECTION B, LINE 12C:

“Creating awareness, guidance, codes of conduct and procedures”

Raw XML Appendix152 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/PersonNm0CAI SOUTHEAST FLORIDA
IRS990EZ/BooksInCareOfDetail/PhoneNum09548160661
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0304 INDIAN TRACE SUITE 538
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033326
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0155117
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0192578
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0126506
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt036286
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt078320
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0156292
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0192578
IRS990EZ/FundraisingGrossIncomeAmt057220
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt0184200
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0429
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0156292
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0192578
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0156292
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0192578
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VISHNU SHARMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATHY NAUGHTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA PRIETO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ANDREW DYKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DVP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01175
IRS990EZ/OtherExpensesTotalAmt036349
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0WE BELIEVE HOMEOWNERS AND CONDOMINIUM ASSOCIATIONS SHOULD STRIVE TO EXCEED EXPECTATIONS OF THEIR RESIDENTS. WE WORK TOWARD THIS GOAL BY IDENTIFING AND MEETING THE EVOLVING NEEDS OF THE PROFESSIONALS AND VOLUNTEERS WHO SERVE ASSOCIATONS.
IRS990EZ/ProgramServiceRevenueAmt045
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVNG THE COMMUNITY ASSOCIATIONS THROUGH SEMINARS, WORKSHOPS, CONFERENCES AND EDUCATIONAL PROGRAMS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt030245
IRS990EZ/SpecialEventsNetIncomeLossAmt026975
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0117669
IRS990EZ/TotalRevenueAmt0153955
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0https://cai-seflorids.org
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt030245
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MONTHLY BREAKFASTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07398
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01718
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt09116
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045168
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt057220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045168
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012052
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057220
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026975
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012041
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07845
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04196
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09088
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09088
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $16031
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $6605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $3298
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4HOLIDAY PARTY & APPREC DINNER $8307
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5STORAGE EXPENSE $2033
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STATE TAXES & LICENSES $61
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7- Beginning $1175 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CREATING AWARENESS, GUIDANCE, CODES OF CONDUCT AND PROCEDURES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART IV, SECTION B, LINE 12C:
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW DYKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY ASSOCIATIONS INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOUTHEAST FLORIDA CHAPTER INC
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0592426910
ReturnHeader/Filer/PhoneNum09545717073
ReturnHeader/Filer/USAddress/AddressLine1Txt0304 INDIAN TRACE 538
ReturnHeader/Filer/USAddress/CityNm0WESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033326
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593421030
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bashor & Legendre LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04809 Ehrlich Road Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tampa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033624
ReturnHeader/PreparerPersonGrp/PhoneNum08139613220
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Percy J Legendre III
ReturnHeader/ReturnTs02021-12-22T08:05:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DYKE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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