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COMMUNITY ASSOCIATIONS INSTITUTE OF

PHOENIX, AZ · EIN 860386343 · Form 990 · FY2020 · Small ($100K-$1M) · www.cai-az.org
revenue
$419K
expenses
$433K
net assets
$123K
employees
2
volunteers
30
mission · from form 990

PROVIDE HOMEOWNER ASSOCIATION INFORMATION AND EDUCATION TO ASSOCIATION MEMBERS, HOMEOWNERS, AND THE COMMUNITY AT LARGE.

profile · synthesized from sources

Community Associations Institute of Arizona (CAI AZ) supports professionals and organizations in the community association industry through education, networking, and advocacy. The organization serves community managers, management companies, business partners, and homeowner leaders by providing access to industry resources, professional development programs, and legislative updates. It operates as a chapter of the national CAI, focusing on the Arizona community association sector.

irs program accomplishments · form 990 part iii · fy2020

what they reported doing

Program narrative the organization filed with the IRS. Ordered by program spending.

  1. #1 primary $11K
    EDUCATIONAL LUNCHES
  2. #2 $6K
    PROFESSIONAL COURSE OFFERINGS
named programs · 5 · from sources

what they call their work

CAI AZ Service Provider Directory
Online and printed directory listing business partners and service providers for community associations, included with membership and available as an upgrade
Community Resource Magazine
Monthly digital and print publication featuring industry articles, with advertising and content contribution opportunities for members
Educated Business Partner Designation
Education program for business partners to enhance credibility and differentiate their companies within the industry
Legislative Advocacy Program
Initiative supporting members in influencing government policy and staying informed on legislative issues affecting community associations
Professional Management Development Program (PMDP)
Accredited certification program for community managers offering professional development and career advancement at discounted member rates
activities · 8 groups

what they do

  • Legal Professional Membership & Support Services 7 activities
    • Disseminate legislative and industry information
      Provides up-to-date resources on legislation affecting community associations, shares current legislative updates, and offers access to innovations and best practices to help boards save time and money.
    • Educational Resources and Training
      Provides access to information on innovations, best practices, and legislative updates affecting community associations, offering resources to help board members and managers save time and money. This includes accredited certifications through its Professional Management Development Program (PMDP) and educational courses like the "Board Leadership Development Workshop."
    • Educational Resources and Training
      Provides members with access to information on innovations, best practices, and legislative updates affecting community associations, and offers accredited certifications through its Professional Management Development Program (PMDP) at discounted rates.
    • Educational Resources and Training
      Provides access to information on innovations, best practices, and legislative updates affecting community associations, offers resources for board members, and delivers accredited certifications through its Professional Management Development Program (PMDP) at discounted rates for members.
    • Educational Resources and Training
      Provides access to information on innovations, best practices, and legislative updates affecting community associations, and offers accredited certifications through its Professional Management Development Program (PMDP) at discounted rates for members.
    • Provide legislative and industry resources
      Offers up-to-date resources and legislative updates to help community association boards understand and comply with relevant laws, reduce costs, and stay informed on industry innovations and best practices.
    • Support professional development and certification
      Offers accredited certifications through the Professional Management Development Program (PMDP) at discounted rates for members and provides tools to promote manager credentials and market value.
  • Member and Service Provider Directories 6 activities
    • Annual Printed Directory for Business Partners
      Provides a free listing in its yearly printed directory for business partners, which serves as a resource for community association managers to find professionals.
    • Online Service Provider Directory
      Maintains an online directory to connect members and the public with industry companies, facilitating service provider referrals and offering business partners a platform to list their services.
    • Online Service Provider Directory
      Maintains an online directory to connect members and the public with industry companies, facilitating service provider referrals and offering business partners a platform to list their services.
    • Online Service Provider Directory
      Maintains an online directory to connect members and the public with industry companies, facilitating service provider referrals and offering business partners a platform to list their services.
    • Operate online service provider directory
      Provides a searchable online directory where members and the public can find and connect with industry service providers; the directory is accessible to hundreds each month and includes free listings for business partners.
    • Operate online service provider directory
      Provides a searchable online directory where members and the public can find and connect with industry service providers; the directory is used by hundreds each month and includes free listings for business partners.
  • Committee & Forum Management 6 activities
    • Committee Participation and Support
      Facilitates member involvement in various committees, including those dedicated to Homeowner Leaders, Managers, and Business Partners, and provides support to these committees through the Executive Director.
    • Committee Participation and Support
      Facilitates member involvement in committees, including those dedicated to Homeowner Leaders, Managers, and Business Partners, and provides support to these committees through the Executive Director.
    • Committee Participation and Support
      Facilitates member involvement in various committees, including those dedicated to Homeowner Leaders, Managers, and Business Partners, to address industry trends, expand networking, and provide support through the Executive Director.
    • Committee Participation and Support
      Facilitates member involvement through various committees, including those dedicated to Homeowner Leaders, Managers, and Business Partners, and provides support to these committees via the Executive Director.
    • Facilitate committee participation and leadership
      Manages a committee structure with dedicated groups for Homeowner Leaders, Managers, and Business Partners, and accepts annual applications from members in good standing to serve; provides Executive Director support to each committee.
    • Facilitate member committees
      Maintains multiple committees—including dedicated groups for Homeowner Leaders, Managers, and Business Partners—and accepts annual applications from members in good standing to participate; committees are supported by the Executive Director and focus on industry trends and peer engagement.
  • Member Networking & Communication Services 6 activities
    • Enable peer and professional networking
      Facilitates peer networking among board members and provides access to industry professionals through events, committees, and educational programs to exchange knowledge and stay informed on trends.
    • Networking Events
      Facilitates peer networking opportunities for community association board members and provides access to industry professionals through various events.
    • Networking and Events
      Facilitates peer networking opportunities for community association board members and provides access to industry professionals through various educational and networking events, including luncheons and workshops.
    • Networking and Events
      Facilitates peer networking opportunities for community association board members and provides access to industry professionals through various educational and networking events, including luncheons and workshops.
    • Networking and Professional Development Events
      Facilitates peer networking opportunities for community association board members and provides access to industry professionals through educational luncheons, workshops, and other events.
    • Support peer and professional networking
      Facilitates peer networking among board members and provides access to industry professionals through events, committees, and educational programs to exchange knowledge and expand professional connections.
  • Member-Focused Job Board & Career Matching 6 activities
    • Job Bank
      Operates a free, members-only job bank for posting job opportunities within the community association industry.
    • Job Bank
      Operates a free, members-only job bank for posting job opportunities within the community association industry.
    • Members-Only Job Bank
      Operates a free, members-only job bank for posting job opportunities within the community association industry.
    • Members-Only Job Bank
      Operates a free, members-only job bank for posting job opportunities within the community association industry.
    • Operate job bank and sponsorship programs
      Runs a free, members-only job bank for posting employment opportunities and offers an Annual Sponsorship Marketing Program to increase exposure for businesses in the community association industry.
    • Operate job bank for members
      Runs a free, members-only job bank that allows organizations to post job opportunities within the community association industry.
  • Member-Focused Newsletter Publishing 5 activities
    • Produce and distribute publications
      Publishes a monthly "Community Resource Magazine" and a yearly printed Membership Directory, both available in digital formats across devices, and offers business partners opportunities to contribute articles and gain exposure.
    • Publication of Community Resource Magazine
      Publishes a monthly "Community Resource Magazine" in both digital and print formats, providing educational articles from business partners and serving as a resource for members.
    • Publications and Directories
      Publishes digital and print editions of "Community Resource Magazine" and a membership directory, offering business partners opportunities to write articles and receive free listings.
    • Publications and Directories
      Publishes a monthly "Community Resource Magazine" and a yearly printed directory, both available digitally, providing members with industry information and business partners with listing opportunities.
    • Publications and Directories
      Publishes digital and print editions of "Community Resource Magazine" and a membership directory, providing a platform for business partners to educate members and for community association managers to find professionals.
  • Professional Development & Certification Programs 1 activity
    • Deliver education and professional development
      Provides educational programming such as the Board Leadership Development Workshop, educational luncheons, and accredited certifications through the Professional Management Development Program (PMDP), offered at discounted rates for members.
  • Uncategorized 2 activities
    • Promote professional credentials and business exposure
      Provides tools and programs—including an Annual Sponsorship Marketing Program and article opportunities in publications—to promote the value of managers and increase market exposure for business partners.
    • Provide educational resources and training
      Offers educational courses such as the "Board Leadership Development Workshop" and educational luncheons, publishes the monthly "Community Resource Magazine," and provides digital access to the CAI AZ Membership Directory for members on multiple devices.
financials · form 990 · fy2020
revenue
Total revenue$419K
Contributions & grants$340K81%
Program service revenue$34K8%
Investment income$2K1%
Other revenue$42K
expenses
Total expenses$433K
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$238K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$228K
Cash$206K
Investments$0
Liabilities$105K
Net assets$123K
Liquid reserves5.7 mo
1 years on record · 2020–2020
leadership · form 990 part vii · fy2020

who runs it

board members · 4
  • LISA LUNDSKOW — DIRECTOR
  • REBECCA HERRO — PRESIDENT ELECT
  • SARAH DANOWSKI — DIRECTOR
  • TERRY MURPHY — DIRECTOR
relationships · 5

who they work with

  • CAI Network — State chapter of the national Community Associations Institute organization.
  • CAI AZ Network — Operates the Online Service Directory for member companies in the community association industry.
  • Community Association Institute (CAI) Network — Functions as a chapter of the national Community Association Institute.
  • Community Associations Institute Network — The CAI Arizona Chapter is one of 63 Community Associations Chapters worldwide.
  • TrustBank Partner — Business partner organization represented on the board