Community Association Institute Rocky Mountain Chapter
Nonprofit profile at a glance
- EIN
- 840745901
- IRS 990 coverage
- 2012–2025
- Forms available
- Form 990 2025
- Location
- Denver, CO, USA
- Phone
- 7209438606
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $798,305
- Expenses
- $781,219
- Assets
- $786,217
- Liabilities
- $160,611
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- DAVID FORD COATES (PRESIDENT EL)
- DEVON SCHAD (PRESIDENT)
People named in this filing
- KIKI HENNIGAN CMCA AMS (TREASURER)
- JUSTIN BAYER (SECRETARY)
- DAVID FORD COATES (PRESIDENT EL)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Cai - rocky mountaion chapter is the recognized leader in the region for education and advocacy to better enable those involved in community associations to lead and serve their organizations.
What it reported doing in 2025
Trade shows provide education and information to the homeowners, community managers, vendors and professionals in the community association field.
Operating model
- Revenue model
- Earned-program. 78% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 79
- Transparency & Controls: 90
- Accountability: 94
- Sustainability: 42
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 84.7%; rating input score 85
- Program expense ratio: 86.2%; rating input score 86
- Fundraising efficiency: $8.54 raised per $1 spent on fundraising; rating input score 30; 30th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 6 of 7 controls in place; rating input score 86
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 2.1%; rating input score 37; 37th percentile among comparable filings
- Total-asset coverage ratio: 1.01; rating input score 43; 43rd percentile among comparable filings
- Liabilities to assets ratio: 0.2; rating input score 25; 25th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings
Growth
- Program expense growth: 13% per year; rating input score 100; 67th percentile among comparable filings
- Revenue growth: 3.8% per year; rating input score 100; 30th percentile among comparable filings
- Asset growth: 13.1% per year; rating input score 100; 64th percentile among comparable filings
Details
- Where the money goes: 84.7% of revenue deployed · 86.2% of spending went to programs
- Governance: 9 of 9 board members independent · 6 of 7 filing controls reported
- Programs: 2 filed program accomplishments
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 21 of 21 current checks pass
- Schedules: 3 filed schedules
- Filing history: 13 filing years from 2012 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 30/100.
- Moderate — Sustainability: Operating margin scored 37/100.
- Review — Accountability: Governance controls: Whistleblower policy not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 43/100.
- High — Sustainability: Liabilities to assets ratio scored 25/100.