Nonprofit · EIN 43-2043022
COMMUNITY ASSOCIATIONS INSTITUTE
Also known as WISCONSIN CHAPTER
Tax-exempt · MILWAUKEE, WI 53225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $214,297 | $182,331 | $31,966 | $298,335 | $42,518 | $255,817 |
| December 31, 2024 | 990-EZ | $144,515 | $125,647 | $18,868 | $268,516 | $47,640 | $220,876 |
| December 31, 2023 | 990-EZ | $136,598 | $105,203 | $31,395 | $239,113 | $37,105 | $202,008 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $85,490
- Program service revenue
- $120,880
- Investment income
- $7,927
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $475
- Travel
- $5,910
Balance sheet and other
- Total assets, start of year
- $268,516
- Total assets, end of year
- $298,335
- Total liabilities, end of year
- $42,518
- Net assets, end of year
- $255,817
- Publicly traded securities
- $59,999
- Net assets without donor restrictions
- $212,817
- Net assets with donor restrictions
- $43,000
- Gross receipts
- $214,297
- Employees
- 0
- Volunteers
- 25
- Year formed
- 2005
- State of legal domicile
- WI
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erica Joyce | President Trustee or director, Officer | 5 | $0 |
| Lawrence Robe | President-Elect Trustee or director, Officer | 3 | $0 |
| Samantha Hoppe | Treasurer Trustee or director, Officer | 3 | $0 |
| Carissa Pezewski | Secretary Trustee or director, Officer | 3 | $0 |
| Mona Lisa Battaglia | Director Trustee or director | 1 | $0 |
| Christy True | Director Trustee or director | 1 | $0 |
| Victoria Fox | Director Trustee or director | 1 | $0 |
| Amy Peterselli | Director Trustee or director | 1 | $0 |
| Thomas Engblom | Director Trustee or director | 1 | $0 |
| Tyler Yaudas | Director Trustee or director | 1 | $0 |
990-EZ for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Erica Joyce | President | 5 | $0 |
| Sara Moker | Trustee | 2 | $0 |
| Daniel Miske | Treasurer | 2 | $0 |
| Ryan Maloney | Director | 2 | $0 |
| Daniel Corwin | Director | 2 | $0 |
| Samantha Hoppe | Director | 2 | $0 |
| Carissa Pezewski | Director | 2 | $0 |
| Mona Lisa Battaglia | Director | 2 | $0 |
| Lawrence Robe | Director | 2 | $0 |
| Constantine Diskos | Director | 2 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sara Moker | President | 5 | $0 |
| Erica Joyce | President-Elect | 2 | $0 |
| Daniel Miske | Treasurer | 2 | $0 |
| Ryan Maloney | Director | 2 | $0 |
| Daniel Corwin | Director | 2 | $0 |
| Chad Emrath | Director | 2 | $0 |
| Michael David Leach | Director | 2 | $0 |
| Dan Merritt | Director | 2 | $0 |
| Carissa Pezewski | Director | 2 | $0 |
| Bill Rheingans | Director | 2 | $0 |
| Samantha Hoppe | Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 11801 W SILVER SPRING DR STE 200, MILWAUKEE, WI 53225-3092
- Principal officer (990 for 2025)
- Samantha Hoppe Treasurer
- Signed the 990
- Samantha Hoppe, Treasurer
- Phone
- (414) 778-0640
- Website
- https://www.cai-wi.org/
- Return prepared by
- WAM CPA Services LLC
Mission
It is CAI-WI's mission to provide education and resources to the volunteer homeowners who govern community associations and the professionals who support them. This is done by studying and perpetuating principles and methods for the successful creation, operation, and maintenance of community associations and the common facilities and services the chapter operations. Forums are created through local meetings, seminars, and publications for the continued discussion and dissemination of all information pertinent to creating and operating community associations. The studying of the relationships that federal, state, & local governments bear to community associations as well as providing leadership for successful creation and operation of community associations is vital as well.
Program accomplishments
- To fulfill its mission of providing education, resources, & networking opportunities to volunteer homeowners and professionals that govern and support community associations the organization hosts an Annual Conference & Tradeshow, host a Golf Outing, have smaller events at different times of the year, & publish a quarterly magazine.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 43-2043022
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 3128: COMMUNITY ASSOCIATIONS INSTITUTE
- Assets (IRS master file)
- $298,335
- Income (IRS master file)
- $214,297
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $214,297 | $182,331 | $298,335 | XML |
| 990-EZ | December 2024 | $144,515 | $125,647 | $268,516 | XML |
| 990-EZ | December 2023 | $136,598 | $105,203 | $239,113 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 43-2043022).
Questions about COMMUNITY ASSOCIATIONS INSTITUTE
- What is the EIN of COMMUNITY ASSOCIATIONS INSTITUTE?
- The employer identification number (EIN) of COMMUNITY ASSOCIATIONS INSTITUTE is 43-2043022.
- Is COMMUNITY ASSOCIATIONS INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1979.
- Are donations to COMMUNITY ASSOCIATIONS INSTITUTE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COMMUNITY ASSOCIATIONS INSTITUTE 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 ASSOCIATIONS INSTITUTE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY ASSOCIATIONS INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COMMUNITY ASSOCIATIONS INSTITUTE?
- The 990 for the year ended December 31, 2025 names Samantha Hoppe Treasurer.
- Who are the officers and directors of COMMUNITY ASSOCIATIONS INSTITUTE?
- The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does COMMUNITY ASSOCIATIONS INSTITUTE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $214,297, expenses of $182,331 and total assets of $298,335 at year end.
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