Nonprofit · EIN 23-7438451
COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION
Tax-exempt · FALLS CHURCH, VA 22042
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $519,724 | $388,776 | $130,948 | $774,291 | $3,290 | $771,001 |
| June 30, 2024 | 990 | $452,511 | $407,930 | $44,581 | $652,573 | $15,000 | $637,573 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $472,732
- Membership dues
- $307,303
- Program service revenue
- $25,266
- Investment income
- $21,726
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,040
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $8,750
- Legal fees
- $499
- Accounting fees
- $10,000
- Travel
- $2,733
- Program services (functional)
- $281,395
- Management and general (functional)
- $58,540
- Fundraising (functional)
- $48,841
Balance sheet and other
- Total assets, start of year
- $652,573
- Total assets, end of year
- $774,291
- Total liabilities, end of year
- $3,290
- Net assets, end of year
- $771,001
- Publicly traded securities
- $56,894
- Net assets without donor restrictions
- $617,348
- Net assets with donor restrictions
- $153,653
- Gross receipts
- $519,724
- Employees
- 0
- Volunteers
- 25
- Year formed
- 1975
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK JONES AMS PCAM | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MILDRED LANIER-REED | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 |
| PAMELA D BAILEY CMCA AMS PCAM | TREASURER Trustee or director, Officer | 1 | $0 |
| URSULA K BURGESS ESQ | SECRETARY Trustee or director, Officer | 1 | $0 |
| GREGORY S CAGLE ESQ | DIRECTOR Trustee or director | 1 | $0 |
| PEPE GUIERREZ CMCA | DIRECTOR Trustee or director | 1 | $0 |
| DR HAZEL EASTHOPE | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN HAWKS MCCLINTIC ESQ | DIRECTOR Trustee or director | 1 | $0 |
| DOUGLAS KLEINE PCAM RET | DIRECTOR Trustee or director | 1 | $0 |
| HENRY DEWITT PUCKETT CMCA AMS PCAM | DIRECTOR Trustee or director | 1 | $0 |
| DAVID RAUCH | DIRECTOR Trustee or director | 1 | $0 |
| AJ SCOTT CIRMS | DIRECTOR Trustee or director | 1 | $0 |
| MARC TAMRES | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN YORK | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE BALDRY RS | IMMEDIATE PAST PRESIDENT Officer | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAWN M BAUMAN CAE | EXECUTIVE DIRECTOR Officer | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE BALDRY RS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARK JONES AMS PCAM | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 |
| PAMELA D BAILEY CMCA AMS PCAM | TREASURER Trustee or director, Officer | 1 | $0 |
| MILDRED LANIER-REED | SECRETARY Trustee or director, Officer | 1 | $0 |
| URSULA K BURGESS ESQ | DIRECTOR Trustee or director | 1 | $0 |
| KIMBERLY CORCORAN CMCA AMS PCAM | DIRECTOR Trustee or director | 1 | $0 |
| DR HAZEL EASTHOPE | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN HAWKS MCCLINTIC ESQ | DIRECTOR Trustee or director | 1 | $0 |
| DOUGLAS KLEINE PCAM RET | DIRECTOR Trustee or director | 1 | $0 |
| HENRY DEWITT PUCKETT CMCA AMS PCAM | DIRECTOR Trustee or director | 1 | $0 |
| MICHELE REILLY AMS PCAM | DIRECTOR Trustee or director | 1 | $0 |
| AJ SCOTT CIRMS | DIRECTOR Trustee or director | 1 | $0 |
| MARC TAMRES | DIRECTOR Trustee or director | 1 | $0 |
| JEREMY SCOTT WILSON CMCA AMS LSM | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN YORK | DIRECTOR Trustee or director | 1 | $0 |
| ADRIAN ADAMS ESQ | IMMEDIATE PAST PRESIDENT Officer | 1 | $0 |
| DAWN M BAUMAN CAE | EXECUTIVE DIRECTOR Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6402 ARLINGTON BLVD STE 500, FALLS CHURCH, VA 22042-2343
- Principal officer (990 for 2024)
- DAWN M BAUMAN CAE, 6402 ARLINGTON BLVD 500, FALLS CHURCH, VA 22042
- Signed the 990
- DAWN M BAUMAN CAE, CHIEF EXECUTIVE OFFICER
- Phone
- (703) 970-9220
- Website
- FOUNDATION.CAIONLINE.ORG
- Return prepared by
- WEGNER CPAS LLP
Mission
THE FOUNDATION'S MISSION IS TO RESEARCH AND ANALYZE THE OPERATION OF COMMON INTEREST COMMUNITIES AND TO STUDY EMERGING ISSUES AND TRENDS IN THIS FIELD. TO ACHIEVE THIS MISSION, THE ORGANIZATION CONDUCTS AND COMMISSIONS RESEARCH, COLLECTS DATA, ISSUES SURVEYS, HOLDS FOCUS GROUPS, ISSUES PUBLICATIONS AND AWARDS SCHOLARSHIPS. INCORPORATED AS AN EXEMPT, NONPROFIT ENTITY IN 1975, THE FOUNDATION IS THE ONLY ORGANIZATION IN THE UNITED STATES THAT CONDUCTS INDUSTRY RESEARCH AND MAKES INFORMATION AVAILABLE TO PEOPLE INVOLVED IN COMMUNITY ASSOCIATION GOVERNANCE AND MANAGEMENT.
Program accomplishments
- RESEARCH PROJECTS: THE FOUNDATION PRODUCES A VARIETY OF ACCURATE, INSIGHTFUL, AND TIMELY INFORMATION, INCLUDING: -NEEDS-BASED RESEARCH TO HELP COMMUNITY ASSOCIATION STAKEHOLDERS ADDRESS SPECIFIC CHALLENGES AND PREPARE FOR EMERGING ISSUES; -PUBLISH BEST PRACTICES REPORTS ON CRITICAL TOPICS LIKE ENERGY EFFICIENCY, GOVERNANCE, FINANCIAL OPERATIONS, AND STRATEGIC PLANNING; -PROVIDE RESEARCH SCHOLARSHIPS FOR GRADUATE STUDENTS; -COLLECT HISTORICAL DATA ON THE DEVELOPMENT, OPERATION, AND MANAGEMENT OF COMMON-INTEREST COMMUNITIES, INCLUDING SURVEYS ANALYZING HOMEOWNER SATISFACTION AND COMMUNITY MANAGER COMPENSATION.Expenses $231,845 · grants $5,040 · revenue $25,266
- MEETINGS & CONFERENCE: AS PART OF ITS MISSION, THE FOUNDATION PROVIDES AUTHORITATIVE RESEARCH AND ANALYSIS ON COMMUNITY ASSOCIATION TRENDS, ISSUES, AND OPERATIONS. FOUNDATION STAFF AND VOLUNTEERS PRESENT THIS INFORMATION AT CAI AND INDUSTRY EVENTS, SUCH AS THE CAI ANNUAL CONFERENCE, COMMUNITY ASSOCIATION LAW SEMINAR, AND CEO-MC RETREAT, BY OFFERING EDUCATION SESSIONS AND SPEAKING WITH CONFERENCE ATTENDEES. PROGRAM TOPICS INCLUDE CUTTING-EDGE FOUNDATION RESEARCH ON TECHNOLOGY AND CYBER SECURITY, AGING INFRASTRUCTURE, NON-POTABLE WATER, NATURAL DISASTERS, ETHICS, AND MANY OTHER IMPORTANT ITEMS IN THE COMMUNITY ASSOCIATION INDUSTRY.Expenses $46,904
- MARKETING: THE FOUNDATION EMPLOYS A VARIETY OF METHODS TO SHARE INFORMATION ON COMMUNITY ASSOCIATION TRENDS, ISSUES, AND OPERATIONS. CURRENT PROGRAMS AND INITIATIVES ARE HIGHLIGHTED ON THE FOUNDATION WEBSITE, SHARED IN THE CATALYST EMAIL DISTRIBUTION LIST, AND PROMOTED ON THE FOUNDATION YOUTUBE CHANNEL AND THROUGH ADVERTISEMENTS IN INDUSTRY PUBLICATIONS. IN ADDITION, FOUNDATION RESEARCH IS DISTRIBUTED THROUGH CAI'S NUMEROUS COMMUNICATION CHANNELS, INCLUDING EMAIL MARKETING, MAGAZINE AND NEWSLETTER ARTICLES, AND VARIOUS SOCIAL MEDIA PLATFORMS INCLUDING FACEBOOK, TWITTER, AND YOUTUBE.Expenses $2,646
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7438451
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $774,291
- Income (IRS master file)
- $519,724
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $519,724 | $388,776 | $774,291 | XML |
| 990 | June 2024 | $452,511 | $407,930 | $652,573 | XML |
| 990 | June 2023 | $422,476 | $346,569 | $605,127 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7438451).
Questions about COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION
- What is the EIN of COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION?
- The employer identification number (EIN) of COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION is 23-7438451.
- Is COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION?
- The 990 for the year ended June 30, 2025 names DAWN M BAUMAN CAE.
- Who are the officers and directors of COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does COMMUNITY ASSOCIATION INSTITUTE RESEARCH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $519,724, expenses of $388,776 and total assets of $774,291 at year end.
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