Nonprofit · EIN 95-3375303
COMMUNITY ASSOCIATES INSTITUTE
Also known as COACHELLA VALLEY
Tax-exempt · INDIO, CA 92201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $431,402 | $515,576 | -$84,174 | $42,617 | $222,133 | -$179,516 |
| December 31, 2023 | 990 | $542,391 | $447,237 | $95,154 | $176,982 | $81,132 | $95,850 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $431,402
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $142,438
- Salaries, compensation and benefits (total)
- $175,885
- Professional fundraising fees
- $0
- Accounting fees
- $9,550
- Occupancy
- $13,254
- Travel
- $8,190
- Program services (functional)
- $458,491
- Management and general (functional)
- $57,085
Balance sheet and other
- Total assets, start of year
- $176,982
- Total assets, end of year
- $42,617
- Total liabilities, end of year
- $222,133
- Net assets, end of year
- -$179,516
- Land, buildings and equipment
- $4,283
- Net assets without donor restrictions
- -$179,516
- Gross unrelated business income
- $60,387
- Gross receipts
- $431,402
- Employees
- 3
- Volunteers
- 100
- Year formed
- 1981
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CALLEN LOCKETT | EXECUTIVE DI Highest-paid employee | 40 | $109,662 | $4,569 |
| MARK DODGE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MIKE TRAIDMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHELLE LOPEZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRUCE LATTA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MANDIE CHLARSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LILY ORTEGA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JULIE R BALBINI | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| CLINT ATHERTON | PAST PRESIDE Trustee or director, Officer | 5 | $0 | $0 |
| JOLEN ZEROSKI | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| GUIDO PORTANTE | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CALLEN LOCKETT | EXECUTIVE DI Highest-paid employee | 50 | $105,769 |
| MARK DODGE | DIRECTOR Trustee or director | 2 | $0 |
| MIKE TRAIDMAN | DIRECTOR Trustee or director | 2 | $0 |
| MICHELLE LOPEZ | DIRECTOR Trustee or director | 2 | $0 |
| BRUCE LATTA | DIRECTOR Trustee or director | 2 | $0 |
| BRIDGET NIGH | DIRECTOR Trustee or director | 2 | $0 |
| LILY ORTEGA | DIRECTOR Trustee or director | 2 | $0 |
| JULIE R BALBINI | PRESIDENT Trustee or director, Officer | 5 | $0 |
| CLINT ATHERTON | PAST PRESIDE Trustee or director, Officer | 5 | $0 |
| ERIN KELLY | PRESIDENT EL Trustee or director, Officer | 5 | $0 |
| JOLEN ZEROSKI | TREASURER Trustee or director, Officer | 5 | $0 |
| GUIDO PORTANTE | SECRETARY Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 49950 JEFFERSON ST STE 130 PMB 117, INDIO, CA 92201-8810
- In care of
- % COACHELLA VALLEY CHAPTER-CAI
- Principal officer (990 for 2024)
- JULIE R BALBINI, 49950 JEFFERSON ST STE 130-117, INDIO, CA 92201
- Signed the 990
- MARK DODGE, DIRECTOR
- Phone
- (760) 341-0559
- Website
- WWW.CAI-CV.ORG
- Return prepared by
- NEWMAN CERTIFIED PUBLIC ACCOUNTANT PC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3375303 or by the name COMMUNITY ASSOCIATES 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
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.
Program accomplishments
- 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.Expenses $386,364
- 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.
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 | Not 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
- 95-3375303
- 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)
- $42,617
- Income (IRS master file)
- $431,402
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $431,402 | $515,576 | $42,617 | XML |
| 990 | December 2023 | $542,391 | $447,237 | $176,982 | XML |
| 990 | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 95-3375303).
Questions about COMMUNITY ASSOCIATES INSTITUTE
- What is the EIN of COMMUNITY ASSOCIATES INSTITUTE?
- The employer identification number (EIN) of COMMUNITY ASSOCIATES INSTITUTE is 95-3375303.
- Is COMMUNITY ASSOCIATES INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1979.
- Are donations to COMMUNITY ASSOCIATES INSTITUTE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COMMUNITY ASSOCIATES 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 ASSOCIATES INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY ASSOCIATES INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of COMMUNITY ASSOCIATES INSTITUTE?
- The 990 for the year ended December 31, 2024 names JULIE R BALBINI.
- Who are the officers and directors of COMMUNITY ASSOCIATES INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $109,662 (CALLEN LOCKETT, EXECUTIVE DI).
- How much revenue does COMMUNITY ASSOCIATES INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $431,402, expenses of $515,576 and total assets of $42,617 at year end.
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