Civic Intelligence

The Community Associations Institute of the Austin Area

990 • Fiscal year 2017 • EIN 74-2348182

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 21, 2019

PO Box 159Cedar Park, TX 78630

(512) 763-2074

Siviq Scores

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

Liabilities / Assets

91st percentile

0.47x

Higher debt load relative to assets than 91% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.18x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

34th percentile

-3.1%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

92nd percentile

$70,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 32.2% of source-year revenue.

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

Asset Growth

61st percentile

8.0%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

73rd percentile

13%

Faster revenue growth than 73% of similar nonprofits.

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

Assets

Up

$85,347

Up $6,328 (+8.0%) from 2016

Net Assets

Down

$45,350

Down $33,537 (-43%) from 2016

Liabilities

Up

$39,997

Up $39,865 (+30201%) from 2016

Revenue

Up

$217,384

Up $25,753 (+13%) from 2016

Expenses

Up

$224,110

Up $35,293 (+19%) from 2016

Net Income

Down

-$6,726

Down $9,540 (-339%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $61,497Liabilities 2011: $02011Assets 2012: $55,766Liabilities 2012: $0Net Assets 2012: $55,7662012Assets 2013: $67,482Liabilities 2013: $02013Assets 2014: $58,256Liabilities 2014: $0Net Assets 2014: $58,2562014Assets 2015: $91,427Liabilities 2015: $53Net Assets 2015: $91,3742015Assets 2016: $79,019Liabilities 2016: $132Net Assets 2016: $78,8872016Assets 2017: $85,347Liabilities 2017: $39,997Net Assets 2017: $45,3502017Assets 2018: $66,472Liabilities 2018: $10,110Net Assets 2018: $56,3622018Assets 2019: $78,471Liabilities 2019: $13Net Assets 2019: $78,4582019Assets 2020: $102,788Liabilities 2020: $21,756Net Assets 2020: $81,0322020Assets 2021: $135,240Liabilities 2021: $49,043Net Assets 2021: $86,1972021Assets 2022: $148,065Liabilities 2022: $40,047Net Assets 2022: $108,0182022Assets 2023: $168,188Liabilities 2023: $56,681Net Assets 2023: $111,5072023Assets 2024: $170,025Liabilities 2024: $35,035Net Assets 2024: $134,9902024

Highlighted filing

2017

Assets$85,347
Liabilities$39,997
Net Assets$45,350

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $169,953Expenses 2011: $162,466Net Income 2011: $7,4872011Expenses 2012: $174,9672012Revenue 2013: $169,142Expenses 2013: $137,059Net Income 2013: $32,0832013Revenue 2014: $194,490Expenses 2014: $175,302Net Income 2014: $19,1882014Revenue 2015: $203,591Expenses 2015: $177,913Net Income 2015: $25,6782015Revenue 2016: $191,631Expenses 2016: $188,817Net Income 2016: $2,8142016Revenue 2017: $217,384Expenses 2017: $224,110Net Income 2017: -$6,7262017Revenue 2018: $196,151Expenses 2018: $184,701Net Income 2018: $11,4502018Revenue 2019: $175,269Expenses 2019: $153,110Net Income 2019: $22,1592019Revenue 2020: $220,149Expenses 2020: $192,979Net Income 2020: $27,1702020Revenue 2021: $174,969Expenses 2021: $169,343Net Income 2021: $5,6262021Revenue 2022: $226,942Expenses 2022: $205,057Net Income 2022: $21,8852022Revenue 2023: $244,286Expenses 2023: $240,901Net Income 2023: $3,3852023Revenue 2024: $278,056Expenses 2024: $269,574Net Income 2024: $8,4822024

Highlighted filing

2017

Revenue$217,384
Expenses$224,110
Net Income-$6,726
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 21, 2019
Return Version
2017v2.3
Gross Receipts
$217,384
Mission and Program Overview

Mission

To serve the educational, business and networking needs of community associations in the greater austin area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$79,019$79,503▲ $484
Rtn Earn Endowment Incm Other Fnds$78,887$45,350▼ $33,537
Prepaid Expenses and Deferred Charges-$5,844-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$79,019$85,347▲ $6,328
Liabilities
Deferred Revenue$0$35,755▲ $35,755
Accounts Payable and Accrued Expenses$132$4,242▲ $4,110
Total Liabilities$132$39,997▲ $39,865
Net Assets / Fund Balance
Total Net Assets Fund Balance$78,887$45,350▼ $33,537
Total Liabilities and Net Assets / Fund Balance$79,019$85,347▲ $6,328
Compensation and Service Providers

Employees

NameTitleBaseTotal
Clint BrownDirector$70,000$70,000

Board Members and Trustees

NameTitle
Sara HuffPresident
Wendy MuellerPresident-elect
Robbie WilliamsChapter Executive Director
Adrian ThompsonDirector
Andie StaffordDirector
Christine GamacheDirector
Jenny KeyDirector
Jill NathmanDirector
Pat KatchinoskiSecretary
James ManessTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$217,359
Investment Income
$25
Other Revenue
$0
Change in Net Assets
$-6,726
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,010
Salaries, Compensation, and Employee Benefits$94,100
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$87,254-$87,254
All Other Expenses$37,221$9,476-$46,697
Other Expenses$13,206--$13,206
Payroll Taxes-$6,846-$6,846
Fees for Services Accounting-$1,700-$1,700
Total Functional Expenses$118,834$105,276$0$224,110
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The copy of form 990 is provided to the board of directors for review prior to filing.

Form 990, Part VI, Section C, line 18

The organization's form 1023, form 990 and 990-t are available to the public upon request.

Form 990, Part VI, Section C, line 19

The organization's governing documents, policies & financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Community Associations Institute
EIN
74-2348182
Phone
5127632074
Address
PO BOX 159, CEDAR PARK, TX 78630

Signing Officer

Name
Robbie Williams
Title
Chapter Executive Director
Phone
5127632074
Signed
2019-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robbie Williams
Formed
1994
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
12

Preparer

Firm
Canady & Canady P C
Address
4707 INGERSOLL ST, HOUSTON, TX 77027
Preparer
D Jeff Canady CPA
Phone
7137831021
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 24E

SPEED NETWORKING: Program service expenses 6149. Management and general expenses 0. Fundraising expenses 0. Total expenses 6149. SPEAKERS: Program service expenses 5317. Management and general expenses 0. Fundraising expenses 0. Total expenses 5317. FUN EVENTS: Program service expenses 4930. Management and general expenses 0. Fundraising expenses 0. Total expenses 4930. WEBSITE: Program service expenses 4810. Management and general expenses 0. Fundraising expenses 0. Total expenses 4810. ADVERTISING/PROMOTIONAL: Program service expenses 3510. Management and general expenses 0. Fundraising expenses 0. Total expenses 3510. INSURANCE: Program service expenses 3488. Management and general expenses 0. Fundraising expenses 0. Total expenses 3488. NATIONAL CONFERENCE: Program service expenses 2730. Management and general expenses 0. Fundraising expenses 0. Total expenses 2730. DIRECTORY: Program service expenses 2330. Management and general expenses 0. Fundraising expenses 0. Total expenses 2330. PAYROLL PROCESSING FEES: Program service expenses 0. Management and general expenses 2194. Fundraising expenses 0. Total expenses 2194. OFFICE SUPPLIES: Program service expenses 0. Management and general expenses 2185. Fundraising expenses 0. Total expenses 2185. LOCAL EDUCATION PROGRAMS: Program service expenses 2049. Management and general expenses 0. Fundraising expenses 0. Total expenses 2049. OFFICE EQUIPMENT: Program service expenses 0. Management and general expenses 1572. Fundraising expenses 0. Total expenses 1572. PHONE & INTERNET: Program service expenses 0. Management and general expenses 1505. Fundraising expenses 0. Total expenses 1505. BANK CHARGES: Program service expenses 0. Management and general expenses 1398. Fundraising expenses 0. Total expenses 1398. POSTAGE: Program service expenses 0. Management and general expenses 608. Fundraising expenses 0. Total expenses 608. SPONSORS SIGNAGE: Program service expenses 563. Management and general expenses 0. Fundraising expenses 0. Total expenses 563. BOARD & ANNUAL MEETING: Program service expenses 465. Management and general expenses 0. Fundraising expenses 0. Total expenses 465. DONATIONS: Program service expenses 450. Management and general expenses 0. Fundraising expenses 0. Total expenses 450. ENTERTAINMENT: Program service expenses 183. Management and general expenses 0. Fundraising expenses 0. Total expenses 183. SCHOLARSHIPS: Program service expenses 125. Management and general expenses 0. Fundraising expenses 0. Total expenses 125. AWARDS: Program service expenses 122. Management and general expenses 0. Fundraising expenses 0. Total expenses 122. TAXES: Program service expenses 0. Management and general expenses 14. Fundraising expenses 0. Total expenses 14.

Raw XML Appendix359 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COPY OF FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S FORM 1023, FORM 990 AND 990-T ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES & FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SPEED NETWORKING: Program service expenses 6149. Management and general expenses 0. Fundraising expenses 0. Total expenses 6149. SPEAKERS: Program service expenses 5317. Management and general expenses 0. Fundraising expenses 0. Total expenses 5317. FUN EVENTS: Program service expenses 4930. Management and general expenses 0. Fundraising expenses 0. Total expenses 4930. WEBSITE: Program service expenses 4810. Management and general expenses 0. Fundraising expenses 0. Total expenses 4810. ADVERTISING/PROMOTIONAL: Program service expenses 3510. Management and general expenses 0. Fundraising expenses 0. Total expenses 3510. INSURANCE: Program service expenses 3488. Management and general expenses 0. Fundraising expenses 0. Total expenses 3488. NATIONAL CONFERENCE: Program service expenses 2730. Management and general expenses 0. Fundraising expenses 0. Total expenses 2730. DIRECTORY: Program service expenses 2330. Management and general expenses 0. Fundraising expenses 0. Total expenses 2330. PAYROLL PROCESSING FEES: Program service expenses 0. Management and general expenses 2194. Fundraising expenses 0. Total expenses 2194. OFFICE SUPPLIES: Program service expenses 0. Management and general expenses 2185. Fundraising expenses 0. Total expenses 2185. LOCAL EDUCATION PROGRAMS: Program service expenses 2049. Management and general expenses 0. Fundraising expenses 0. Total expenses 2049. OFFICE EQUIPMENT: Program service expenses 0. Management and general expenses 1572. Fundraising expenses 0. Total expenses 1572. PHONE & INTERNET: Program service expenses 0. Management and general expenses 1505. Fundraising expenses 0. Total expenses 1505. BANK CHARGES: Program service expenses 0. Management and general expenses 1398. Fundraising expenses 0. Total expenses 1398. POSTAGE: Program service expenses 0. Management and general expenses 608. Fundraising expenses 0. Total expenses 608. SPONSORS SIGNAGE: Program service expenses 563. Management and general expenses 0. Fundraising expenses 0. Total expenses 563. BOARD & ANNUAL MEETING: Program service expenses 465. Management and general expenses 0. Fundraising expenses 0. Total expenses 465. DONATIONS: Program service expenses 450. Management and general expenses 0. Fundraising expenses 0. Total expenses 450. ENTERTAINMENT: Program service expenses 183. Management and general expenses 0. Fundraising expenses 0. Total expenses 183. SCHOLARSHIPS: Program service expenses 125. Management and general expenses 0. Fundraising expenses 0. Total expenses 125. AWARDS: Program service expenses 122. Management and general expenses 0. Fundraising expenses 0. Total expenses 122. TAXES: Program service expenses 0. Management and general expenses 14. Fundraising expenses 0. Total expenses 14.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, line 24e
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt079019
IRS990/TotalAssetsEOYAmt085347
IRS990/TotalAssetsGrp/BOYAmt079019
IRS990/TotalAssetsGrp/EOYAmt085347
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0105276
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0118834
IRS990/TotalFunctionalExpensesGrp/TotalAmt0224110
IRS990/TotalGrossUBIAmt027998
IRS990/TotalLiabilitiesBOYAmt0132
IRS990/TotalLiabilitiesEOYAmt039997
IRS990/TotalLiabilitiesGrp/BOYAmt0132
IRS990/TotalLiabilitiesGrp/EOYAmt039997
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt078887
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt045350
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt041221
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt052721
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt011500
IRS990/TotalProgramServiceExpensesAmt0118834
IRS990/TotalProgramServiceRevenueAmt0217359
IRS990/TotalReportableCompFromOrgAmt070000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0189386
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0217384
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt027998
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt079019
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt085347
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 159
IRS990/USAddress/CityNm0CEDAR PARK
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078630
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.CAIAUSTIN.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBBIE WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAPTER EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05127632074
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY ASSOCIATIONS INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0742348182
ReturnHeader/Filer/PhoneNum05127632074
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 159
ReturnHeader/Filer/USAddress/CityNm0CEDAR PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078630
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05E276F77D7DBAF04AEACA98CBD6D0B28AA3CF604
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05E276F77D7DBAF04AEACA98CBD6D0B28AA3CF604
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.11.244.241
ReturnHeader/FilingSecurityInformation/IPDt02019-03-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:48:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760648208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CANADY & CANADY P C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04707 INGERSOLL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07137831021
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D JEFF CANADY CPA
ReturnHeader/ReturnTs02019-03-23T11:51:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.35$1.35$2.78$2.70$0.08
2023Summary only. Only limited summary data is available for this year.$1.68$0.57$1.12$2.44$2.41$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.40$1.08$2.27$2.05$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.49$0.86$1.75$1.69$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.22$0.81$2.20$1.93$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$1.75$1.53$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.10$0.56$1.96$1.85$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.40$0.45$2.17$2.24$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$1.92$1.89$0.03
2015Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$2.04$1.78$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$1.94$1.75$0.19
2013Summary only. Only limited summary data is available for this year.$0.67$0.00$1.69$1.37$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$1.75
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$1.70$1.62$0.07