Civic Intelligence

Community Associations Institute San Diego Chapter

EIN 95-3092733 • 501(c)6 • San Diego, CA

Profile

The institute is an education and resource organization formed to distribute guidance on homeowners associations and their shared facilities in condominiums, planned unit developments, cluster housing, and open space communities.

9920 Pacific Heights Blvd 150San Diego, CA 92121

n/A

Siviq Scores

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

Liabilities / Assets

90th percentile

0.64x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.26x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

2.0%

Higher net margin than 42% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

95th percentile

53%

Faster asset growth than 95% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$424,442

Up $147,028 (+53%) from 2023

Liabilities

Up

$270,187

Up $57,181 (+27%) from 2023

Net Assets

Up

$154,255

Up $89,847 (+139%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin42nd percentile

Revenue

Up

$1,057,673

Up $121,598 (+13%) from 2023

Expenses

Down

$1,036,613

Down $19,707 (-1.9%) from 2023

Net Income

Up

$21,060

Up $141,305 (+118%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$600K$400K$200K$0Assets 2011: $315,852Liabilities 2011: $69,240Net Assets 2011: $246,6122011Assets 2012: $291,440Liabilities 2012: $63,003Net Assets 2012: $228,4372012Assets 2013: $249,911Liabilities 2013: $34,930Net Assets 2013: $214,9812013Assets 2014: $219,696Liabilities 2014: $40,430Net Assets 2014: $179,2662014Assets 2015: $177,541Liabilities 2015: $57,142Net Assets 2015: $120,3992015Assets 2016: $229,979Liabilities 2016: $213,855Net Assets 2016: $16,1242016Assets 2017: $254,102Liabilities 2017: $243,660Net Assets 2017: $10,4422017Assets 2018: $202,955Liabilities 2018: $181,202Net Assets 2018: $21,7532018Assets 2019: $297,837Liabilities 2019: $230,686Net Assets 2019: $67,1512019Assets 2020: $250,691Liabilities 2020: $185,711Net Assets 2020: $64,9802020Assets 2021: $309,451Liabilities 2021: $81,436Net Assets 2021: $228,0152021Assets 2022: $326,934Liabilities 2022: $142,281Net Assets 2022: $184,6532022Assets 2023: $277,414Liabilities 2023: $213,006Net Assets 2023: $64,4082023Assets 2024: $424,442Liabilities 2024: $270,187Net Assets 2024: $154,2552024

Highlighted filing

2024

Assets$424,442
Liabilities$270,187
Net Assets$154,255
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $499,175Expenses 2011: $490,352Net Income 2011: $8,8232011Revenue 2012: $492,447Expenses 2012: $510,622Net Income 2012: -$18,1752012Revenue 2013: $527,395Expenses 2013: $541,101Net Income 2013: -$13,7062013Revenue 2014: $524,589Expenses 2014: $560,304Net Income 2014: -$35,7152014Revenue 2015: $475,407Expenses 2015: $534,274Net Income 2015: -$58,8672015Revenue 2016: $532,940Expenses 2016: $637,215Net Income 2016: -$104,2752016Revenue 2017: $587,810Expenses 2017: $593,492Net Income 2017: -$5,6822017Revenue 2018: $657,808Expenses 2018: $646,497Net Income 2018: $11,3112018Revenue 2019: $684,685Expenses 2019: $639,287Net Income 2019: $45,3982019Revenue 2020: $369,560Expenses 2020: $399,476Net Income 2020: -$29,9162020Revenue 2021: $690,073Expenses 2021: $537,359Net Income 2021: $152,7142021Revenue 2022: $903,394Expenses 2022: $875,933Net Income 2022: $27,4612022Revenue 2023: $936,075Expenses 2023: $1,056,320Net Income 2023: -$120,2452023Revenue 2024: $1,057,673Expenses 2024: $1,036,613Net Income 2024: $21,0602024

Highlighted filing

2024

Revenue$1,057,673
Expenses$1,036,613
Net Income$21,060
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$424,442
Liabilities
$270,187
Net assets
$154,255
Revenue
$1,057,673
Expenses
$1,036,613
Net income
$21,060
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.27$0.15$1.06$1.04$0.02
2023Summary only. Only limited summary data is available for this year.$0.28$0.21$0.06$0.94$1.06$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.14$0.18$0.90$0.88$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.08$0.23$0.69$0.54$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.19$0.06$0.37$0.40$0.03
2019Summary only. Only limited summary data is available for this year.$0.30$0.23$0.07$0.68$0.64$0.05
2018Summary only. Only limited summary data is available for this year.$0.20$0.18$0.02$0.66$0.65$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.24$0.01$0.59$0.59$0.01
2016Summary only. Only limited summary data is available for this year.$0.23$0.21$0.02$0.53$0.64$0.10
2015Summary only. Only limited summary data is available for this year.$0.18$0.06$0.12$0.48$0.53$0.06
2014Summary only. Only limited summary data is available for this year.$0.22$0.04$0.18$0.52$0.56$0.04
2013Summary only. Only limited summary data is available for this year.$0.25$0.03$0.21$0.53$0.54$0.01
2012Summary only. Only limited summary data is available for this year.$0.29$0.06$0.23$0.49$0.51$0.02
2011Summary only. Only limited summary data is available for this year.$0.32$0.07$0.25$0.50$0.49$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 9, 2025
Return Version
2024v5.1
Gross Receipts
$1,057,673
Mission and Program Overview

Mission

The institute is an education and resource organization formed to distribute guidance on homeowners associations and their shared facilities in condominiums, planned unit developments, cluster housing, and open space communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Prepaid Expenses and Deferred Charges$174,781$268,380▲ $93,599
Cap Stk Tr Prin Current Funds$64,408$154,255▲ $89,847
Accounts Receivable$39,207$100,951▲ $61,744
Cash and Non-Interest-Bearing Accounts$56,706$48,391▼ $8,315
Land, Buildings, and Equipment, Net$6,720$6,720→ $0
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$277,414$424,442▲ $147,028
Other Assets Total-$0-
Liabilities
Other Liabilities$214,128$267,428▲ $53,300
Accounts Payable and Accrued Expenses$-1,122$2,759▲ $3,881
Total Liabilities$213,006$270,187▲ $57,181
Net Assets / Fund Balance
Total Net Assets Fund Balance$64,408$154,255▲ $89,847
Total Liabilities and Net Assets / Fund Balance$277,414$424,442▲ $147,028

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,720-$6,720
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Heather WiltshirePresident
Susan HawksPresident Elect
Tim FlanaganVice President
Bridgette TaborDirector
Rei TakedaDirector
Robert Kelly JrDirector
Sharon DealDirector
Amanda FrancisSecretary
Liron Shalom-HickeyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$639,252
Program Service Revenue
$418,357
Investment Income
$64
Other Revenue
$0
All Other Contributions
$639,252
Change in Net Assets
$21,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$715,136
Salaries, Compensation, and Employee Benefits$321,477
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$236,640
All Other Expenses---$180,457
Payroll Taxes---$84,837
Insurance---$37,853
Other Expenses---$30,851
Travel---$12,250
Office Expenses---$5
Total Functional Expenses$0$0$0$1,036,613
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liability$220,563
Contributions Payable$30,676
Prepaid Revenue$16,189
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Community Associations Institute
EIN
95-3092733
Address
9920 Pacific Heights Blvd 150, San Diego, CA 92121

Signing Officer

Name
Carissa Mace
Title
Director
Signed
2025-06-09
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

Firm
Morris and Kim LLP
Address
4100 Newport Place Dr Ste 530, Newport Beach, CA 92660
Preparer
Richard Kim
Phone
9497770311
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“AUTO MILEAGE: Column (A) - Total = $6050; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Banking: Column (A) - Total = $14135; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“COMPUTER SOFTWARE/SUPPORT: Column (A) - Total = $10126; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“DESIGN: Column (A) - Total = $7369; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“EVENTS: Column (A) - Total = $500; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Memberships & Subscriptions: Column (A) - Total = $9212; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PAYROLL EXPENSES: Column (A) - Total = $2027; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Postage and Shipping: Column (A) - Total = $7449; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Printing and Publications: Column (A) - Total = $29856; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PRIZES/GIVEAWAYS/RAFFLES: Column (A) - Total = $9832; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“QuickBooks Payments Fees: Column (A) - Total = $14162; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“RENT: Column (A) - Total = $7251; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Staff Education & Meetings: Column (A) - Total = $2962; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“SUPPLIES/DECORATIONS: Column (A) - Total = $23953; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“SUPPLIES: Column (A) - Total = $27823; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Telephone: Column (A) - Total = $2151; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“Website Expenses: Column (A) - Total = $5599; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part XI, Line 9

“Adjustment = $68787”

Raw XML Appendix394 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0-1122
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02759
IRS990/AccountsReceivableGrp/BOYAmt039207
IRS990/AccountsReceivableGrp/EOYAmt0100951
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The institute is an education and resource organization formed to distribute guidance on homeowners associations and their shared facilities in condominiums, planned unit developments, cluster housing, and open space communities.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0639252
IRS990/AllOtherExpensesGrp/TotalAmt0180457
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Carissa Mace
IRS990/BooksInCareOfDetail/PhoneNum08588361119
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09920 Pacific Heights Blvd 150
IRS990/BooksInCareOfDetail/USAddress/CityNm0San Diego
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092121
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt064408
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0154255
IRS990/CashNonInterestBearingGrp/BOYAmt056706
IRS990/CashNonInterestBearingGrp/EOYAmt048391
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0639252
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt064
IRS990/CYOtherExpensesAmt0715136
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0418357
IRS990/CYRevenuesLessExpensesAmt021060
IRS990/CYSalariesCompEmpBnftPaidAmt0321477
IRS990/CYTotalExpensesAmt01036613
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01057673
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0Education to members through classes, seminars, programs, mini-trade show luncheons, as well as book and periodicals. Works with California Legislative Action Committee to provide timely legislative information through national and local legislative alerts and regular updates in our magazines. Chapter hosts an annual spring event with motivational speakers and breakout education sessions and networking functions for members, professionals, and homeowners.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0Amanda Francis
IRS990/Form990PartVIISectionAGrp/PersonNm1Susan Hawks
IRS990/Form990PartVIISectionAGrp/PersonNm2Robert Kelly Jr
IRS990/Form990PartVIISectionAGrp/PersonNm3Rei Takeda
IRS990/Form990PartVIISectionAGrp/PersonNm4Sharon Deal
IRS990/Form990PartVIISectionAGrp/PersonNm5Bridgette Tabor
IRS990/Form990PartVIISectionAGrp/PersonNm6Tim Flanagan
IRS990/Form990PartVIISectionAGrp/PersonNm7Liron Shalom-Hickey
IRS990/Form990PartVIISectionAGrp/PersonNm8Heather Wiltshire
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8President
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01057673
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt037853
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt064
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt064
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06720
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06720
IRS990/LandBldgEquipCostOrOtherBssAmt06720
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The institute is an education and resource organization formed to distribute guidance on homeowners associations and their shared facilities in condominiums, planned unit developments, cluster housing, and open space communities.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt064408
IRS990/NetAssetsOrFundBalancesEOYAmt0154255
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt05
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt068787
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOOD & BEVERAGES
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICES/PROFESSIONALS
IRS990/OtherExpensesGrp/Desc2OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc3Misc
IRS990/OtherExpensesGrp/TotalAmt0335581
IRS990/OtherExpensesGrp/TotalAmt182024
IRS990/OtherExpensesGrp/TotalAmt236115
IRS990/OtherExpensesGrp/TotalAmt330851
IRS990/OtherLiabilitiesGrp/BOYAmt0214128
IRS990/OtherLiabilitiesGrp/EOYAmt0267428
IRS990/OtherRevenueMiscGrp/Desc0Government Grant
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0236640
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt084837
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0174781
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0268380
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0418357
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0418357
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0572092
IRS990/PYInvestmentIncomeAmt0517
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0771172
IRS990/PYProgramServiceRevenueAmt0363466
IRS990/PYRevenuesLessExpensesAmt0-120245
IRS990/PYSalariesCompEmpBnftPaidAmt0285148
IRS990/PYTotalExpensesAmt01056320
IRS990/PYTotalRevenueAmt0936075
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt021060
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06720
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06720
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt030676
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1220563
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt216189
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Contributions Payable
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Payroll Liability
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Prepaid Revenue
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06720
IRS990ScheduleD/TotalLiabilityAmt0267428
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AUTO MILEAGE: Column (A) - Total = $6050; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Banking: Column (A) - Total = $14135; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPUTER SOFTWARE/SUPPORT: Column (A) - Total = $10126; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESIGN: Column (A) - Total = $7369; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8EVENTS: Column (A) - Total = $500; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Memberships & Subscriptions: Column (A) - Total = $9212; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10PAYROLL EXPENSES: Column (A) - Total = $2027; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Postage and Shipping: Column (A) - Total = $7449; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Printing and Publications: Column (A) - Total = $29856; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PRIZES/GIVEAWAYS/RAFFLES: Column (A) - Total = $9832; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14QuickBooks Payments Fees: Column (A) - Total = $14162; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15RENT: Column (A) - Total = $7251; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Staff Education & Meetings: Column (A) - Total = $2962; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17SUPPLIES/DECORATIONS: Column (A) - Total = $23953; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18SUPPLIES: Column (A) - Total = $27823; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Telephone: Column (A) - Total = $2151; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Website Expenses: Column (A) - Total = $5599; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Adjustment = $68787
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0277414
IRS990/TotalAssetsEOYAmt0424442
IRS990/TotalAssetsGrp/BOYAmt0277414
IRS990/TotalAssetsGrp/EOYAmt0424442
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0639252
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01036613
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0213006
IRS990/TotalLiabilitiesEOYAmt0270187
IRS990/TotalLiabilitiesGrp/BOYAmt0213006
IRS990/TotalLiabilitiesGrp/EOYAmt0270187
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt064408
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0154255
IRS990/TotalProgramServiceRevenueAmt0418357
IRS990/TotalRevenueGrp/ExclusionAmt0418421
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01057673
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0277414
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0424442
IRS990/TravelGrp/TotalAmt012250
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt09920 Pacific Heights Blvd 150
IRS990/USAddress/CityNm0San Diego
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092121
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carissa Mace
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY ASSOCIATIONS INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0San Diego Chapter
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0953092733
ReturnHeader/Filer/USAddress/AddressLine1Txt09920 Pacific Heights Blvd 150
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092121
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823202160
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Morris and Kim LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04100 Newport Place Dr Ste 530
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newport Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09497770311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Kim
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-09T21:46:15-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • $1M-$5M nonprofits