2025-11-06T18:05:09-05:00 2024-12-31 263519134 NEWMAN CERTIFIED PUBLIC ACCOUNTANT PC 2111 PALOMAR AIRPORT RD STE 140 CARLSBAD CA 920111419 990 2024-01-01 953375303 COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE COAC 7603410559 49950 JEFFERSON ST STE 130-117 INDIO CA 92201 MARK DODGE DIRECTOR 7603410559 2025-11-06 true false JEREMY NEWMAN P00861547 8445607300 2025-11-06 2024 2025-03-06 01:10:19Z JULIE R BALBINI 49950 JEFFERSON ST STE 130-117 INDIO CA 92201 431402 false X WWW.CAI-CV.ORG X 1981 CA THE COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE ("CAI-CV") SERVES THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF COMMUNITY ASSOCIATIONS IN THE COACHELLA VALLEY REGION OF SOUTHERN CALIFORNIA. 10 10 3 100 60387 0 542391 431402 0 0 542391 431402 0 0 193862 175885 0 0 253375 339691 447237 515576 95154 -84174 176982 42617 81132 222133 95850 -179516 THE COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE ("CAI - CV") SERVES THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF COMMUNITY ASSOCIATIONS IN THE COACHELLA VALLEY REGION OF SOUTHERN CALIFORNIA. false false 386364 COACHELLA VALLEY CHAPTER OF THE COMMUNITY ASSOCIATIONS INSTITUTE IS A MEMBERSHIP ORGANIZATION. ITS MEMBERS CONSIST OF COMMUNITY ASSOCIATION VOLUNTEERS, COMMUNITY MANAGERS, BUSINESS PARTNERS AND MANAGEMENT COMPANIES. THE CHAPTER'S PRIMARY PROGRAM SERVICE IS TO SERVE THE EDUCATIONAL, BUSINESS AND NETWORKING NEEDS OF ITS MEMBERS. THE CHAPTER ACCOMPLISHES THIS PROGRAM SERVICE OBJECTIVE THROUGH VARIOUS MEMBERSHIP EVENTS HELP THROUGHOUT THE YEAR AND THROUGH ITS MEMBERSHIP PUBLICATION, HOA LIVING. CAI-CV PROVIDES EDUCATIONAL PROGRAMS, NETWORKING EVENTS AND EDUCATIONAL PUBLICATIONS TO MEMBERS INVOLVED WITH THE COMMON INTEREST DEVELOPMENT INDUSTRY. CAI-CV HOLDS 240 HOURS OF EDUCATIONAL PROGRAMS EACH YEAR FOR THEIR MEMBERS AND THE PUBLIC. THERE ARE 13 NETWORKING EVENTS. CAI-CV PUBLISHES 13 EDUCATIONAL NEWSLETTERS EACH YEAR. THEY ALSO PUBLISH BROCHURES THAT INFORM THEIR MEMBERS AND THE PUBLIC ABOUT SPECIFIC HOA ISSUES. FOR EXAMPLE, THEY PUBLISH HOA LIVING FOR PEOPLE MOVING INTO AN HOA; COMMUNITY ASSOCIATION MANAGEMENT AS A CAREER; THE WHO ME? BROCHURE TO HELP BOARD RECRUIT NEW DIRECTORS. 386364 false false false false false false false false false true false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 3 true true true false false false false false false false X 10 10 false false false false false true true true true false false true true true true true true true true false CA X THE ORGANIZATION 7603410559 49950 JEFFERSON ST STE 130-117 INDIO CA 92201 X MARK DODGE DIRECTOR 2.00 X 0 0 0 MIKE TRAIDMAN DIRECTOR 2.00 X 0 0 0 MICHELLE LOPEZ DIRECTOR 2.00 X 0 0 0 BRUCE LATTA DIRECTOR 2.00 X 0 0 0 MANDIE CHLARSON DIRECTOR 2.00 X 0 0 0 LILY ORTEGA DIRECTOR 2.00 X 0 0 0 JULIE R BALBINI PRESIDENT 5.00 X X 0 0 0 CLINT ATHERTON PAST PRESIDE 5.00 X X 0 0 0 JOLEN ZEROSKI TREASURER 5.00 X X 0 0 0 GUIDO PORTANTE SECRETARY 5.00 X X 0 0 0 CALLEN LOCKETT EXECUTIVE DI 40.00 X 109662 0 4569 109662 4569 1 false false false SPONSORSHIP & REGISTRATION 900099 280966 280966 HOA LIVING ADVERTISING 900099 60387 60387 CAI NATIONAL PAYMENTS 900099 44564 44564 OTHER MEMBER INCOME 900099 19096 19096 MEMBER DIRECTORY 900099 13723 13723 12666 12666 431402 431402 371015 60387 142438 121072 21366 22084 18772 3312 11363 9659 1704 9550 8117 1433 13925 12923 1002 13254 11266 1988 8190 6961 1229 1866 1586 280 1465 1245 220 SPONSORSHIP & REGISTRN, 104182 88555 15627 PROGRAMS EXPENSE 72127 72127 COST OF GOODS SOLD 48085 48085 CREDIT CARD FEES 27380 23273 4107 39667 34850 4817 515576 458491 57085 0 42050 38334 55810 3640 30387 26104 72127 4283 3355 176982 42617 31518 165209 49614 56924 81132 222133 X 95850 -179516 95850 -179516 176982 42617 X -84174 -191192 X false false false 30387 26104 4283 4283 NAI RENT FORGIVE MONTHLY 36518 CC PAYABLE 14858 INSURANCE PAYABLE 3836 PAYROLL LIABILITIES 1712 56924 FORM 990, PAGE 6, PART VI, LINE 7A PETITIONS FOR NOMINEES TO SERVE AS DIRECTORS MUST BE RECEIVED BY THE NOMINATING COMMITTEE AT LEAST 45 DAYS BEFORE THE ELECTION DATE. IF ANY PETITION IS RECEIVED WITHIN SUCH TIME, THE NOMINATING COMMITTEE SHALL, AT LEAST 30 DAYS BEFORE THE ELECTION DATE, SUBMIT TO THE MEMBERS, A WRITTEN BALLOT CONTAINING THE NAMES OF ALL ELIGIBLE NOMINEES, INDICATING FOR EACH NOMINEE, WHETHER HE OR SHE WAS NOMINATED BY THE NOMINATING COMMITTEE OR BY PETITION. FORM 990, PAGE 6, PART VI, LINE 7B MOST DECISIONS ARE APPROVED BY THE MEMBERS OF THE GOVERNING BOARD. ELECTION OF THE GOVERNING BOARD IS APPROVED BY THE MEMBERSHIP AT LARGE. FORM 990, PAGE 6, PART VI, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 WITH THE BOARD PRESIDENT AND THE BOARD TREASURER. AFTER APPROVAL BY THE PRESIDENT AND THE TREASURER, A COPY IS DISTRIBUTED TO THE OTHER BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. THE 990 IS SIGNED BY A BOARD MEMBER. THE 990 IS ALSO PRESENTED AT THE NEXT SCHEDULED BOARD MEETING AND THE PRESIDENT RECOMMENDS APPROVAL AND ASKS FOR A MOTION. FORM 990, PAGE 6, PART VI, LINE 12C ON AN ANNUAL BASIS, MEMBERS OF THE GOVERNING BOARD ARE PROVIDED A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. BOARD MEMBERS ALSO SIGN A CODE OF ETHICS. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION LEVELS FOR THE EXECUTIVE DIRECTOR AND OTHER KEY MANAGEMENT LEVEL EMPLOYEES ARE DETERMINED BY THE BOARD OF DIRECTORS. COMPENSATION LEVELS ARE BASED ON COMPARABILITY DATA FROM CAI NATIONAL AND OTHER LOCAL MEMBERSHIP ORGANIZATIONS. AN ANNUAL PERFORMANCE REVIEW FOR THE EXECUTIVE DIRECTOR IS CONDUCTED BY THE BOARD PRESIDENT, PAST PRESIDENT AND PRESIDENT-ELECT. FORM 990, PAGE 6, PART VI, LINE 15B THE REVIEW IS DOCUMENTED IN THE PERSONNEL FILES. FORM 990, PAGE 6, PART VI, LINE 19 ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 BEGINNING BALANCE ADJUSTMENT -191,192