Nonprofit · EIN 95-3326253
COMMUNITY ASSOCIATIONS INSTITUTE
Also known as ORANGE COUNTY CHAPTER
Tax-exempt · SANTA ANA, CA 92705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,251,708 | $1,217,387 | $34,321 | $1,125,907 | $849,875 | $276,032 |
| December 31, 2024 | 990 | $1,093,028 | $1,122,548 | -$29,520 | $904,159 | $662,448 | $241,711 |
| December 31, 2023 | 990 | $1,051,657 | $1,045,547 | $6,110 | $827,666 | $557,821 | $269,845 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $941,485
- Investment income
- $19,683
- Net income from fundraising events
- $66,554
- Other revenue
- $290,540
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $158,790
- Other salaries and wages
- $195,903
- Salaries, compensation and benefits (total)
- $408,688
- Professional fundraising fees
- $0
- Accounting fees
- $8,540
- Occupancy
- $75,397
- Travel
- $14,160
- Program services (functional)
- $1,010,836
- Management and general (functional)
- $206,551
Balance sheet and other
- Total assets, start of year
- $904,159
- Total assets, end of year
- $1,125,907
- Total liabilities, end of year
- $849,875
- Net assets, end of year
- $276,032
- Land, buildings and equipment
- $8,377
- Publicly traded securities
- $394,606
- Net assets without donor restrictions
- $276,032
- Gross unrelated business income
- $223,986
- Gross receipts
- $1,372,989
- Employees
- 4
- Volunteers
- 50
- Year formed
- 1977
- State of legal domicile
- CA
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 |
|---|---|---|---|
| Candice Scanlon | Director Trustee or director | 2 | $0 |
| Chris Calano | Treasurer Trustee or director | 2 | $0 |
| Russell Carpe | Treasurer Trustee or director | 2 | $0 |
| Angela Weiss | Vice President Trustee or director | 2 | $0 |
| Megan Pilon | Secretary Trustee or director | 2 | $0 |
| Emma Zaboth | Secretary Trustee or director | 2 | $0 |
| Julie Carter | Director Trustee or director | 2 | $0 |
| ShawnMarie Ward | Director Trustee or director | 2 | $0 |
| Diane Weisberg | Director Trustee or director | 2 | $0 |
| Mike Perlof | President Officer | 2 | $0 |
| Dave Potter | Director Officer | 2 | $0 |
| Denice Kennedy | Executive Director | 40 | $0 |
| Deborah Conlon | Bookkeeper | 40 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Denice Kennedy | Executive Director | 40 | $151,200 |
| Russell Carpe | Director Trustee or director | 2 | $0 |
| Brittany Ketchum | Director Trustee or director | 2 | $0 |
| Chris Calano | Treasurer Trustee or director | 2 | $0 |
| Megan Pilon | Director Trustee or director | 2 | $0 |
| Angela Weiss | Director Trustee or director | 2 | $0 |
| Julie Carter | Vice President Trustee or director | 2 | $0 |
| ShawnMarie Ward | Secretary Trustee or director | 2 | $0 |
| Mike Perlof | President Elect Trustee or director | 2 | $0 |
| Dave Potter | President Officer | 2 | $0 |
| Diane Weissberg | Director Officer | 2 | $0 |
| Deborah Conlon | Bookkeeper | 40 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Russell Carpe | Director Trustee or director | 2 | $0 |
| Brittany Ketchum | Director Trustee or director | 2 | $0 |
| Chris Calano | Treasurer Trustee or director | 2 | $0 |
| Teresa Agnew | Director Trustee or director | 2 | $0 |
| Angela Weiss | Director Trustee or director | 2 | $0 |
| Julie Carter | Director Trustee or director | 2 | $0 |
| ShawnMarie Ward | Director Trustee or director | 2 | $0 |
| Mike Perlof | Director Trustee or director | 2 | $0 |
| Dave Potter | President Elect Officer | 2 | $0 |
| Robert Spillar | President Officer | 2 | $0 |
| Diane Weissberg | Director Officer | 2 | $0 |
| Denice Kennedy | Executive Director | 40 | $0 |
| Deborah Conlon | Bookkeeper | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 1971 E 4TH ST STE 280, SANTA ANA, CA 92705-3917
- Principal officer (990 for 2025)
- Mike Perlof, 1971 E 4th Street Suite 280, Santa Ana, CA 92705
- Signed the 990
- Mike Perlof, President
- Phone
- (714) 479-1022
- Website
- www.caioc.org
- Return prepared by
- Fox & Stephens CPAs Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3326253 or by the name COMMUNITY ASSOCIATIONS INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To educate and inform those living in and working with common interest developments in Orange County, California.
Program accomplishments
- CAI provided educational programs on community association operations and functions. Programs also provide literature and handouts of related printed matter. Public relations and social programs supplement and expand the educational programs and seek to foster interest in the chapter and to inform the public in gerneral, as to the nature of community assiciations and the purpose of CAI and to provide networking among members.Expenses $1,010,836
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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-3326253
- 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)
- $1,125,907
- Income (IRS master file)
- $1,372,989
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,251,708 | $1,217,387 | $1,125,907 | XML |
| 990 | December 2024 | $1,093,028 | $1,122,548 | $904,159 | XML |
| 990 | December 2023 | $1,051,657 | $1,045,547 | $827,666 | XML |
| 990 | December 2022 | $1,044,093 | $1,001,293 | $824,497 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 95-3326253).
Questions about COMMUNITY ASSOCIATIONS INSTITUTE
- What is the EIN of COMMUNITY ASSOCIATIONS INSTITUTE?
- The employer identification number (EIN) of COMMUNITY ASSOCIATIONS INSTITUTE is 95-3326253.
- 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 Mike Perlof.
- Who are the officers and directors of COMMUNITY ASSOCIATIONS INSTITUTE?
- The 990 for the year ended December 31, 2025 lists 13 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 $1,251,708, expenses of $1,217,387 and total assets of $1,125,907 at year end.
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