Community Associations Institute - Wisconsin Chapter
Nonprofit profile at a glance
- EIN
- 432043022
- IRS 990 coverage
- 2025–2025
- Forms available
- Form 990 2025, Form 990-EZ 2024
- Location
- Milwaukee, WI, USA
- Phone
- 4147780640
- Rating
- 49
- Verdict
- MIXED
- Rating confidence
- Moderate
Reported finances
- Revenue
- $214,297
- Expenses
- $182,331
- Assets
- $298,335
- Liabilities
- $42,518
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- Erica Joyce (President)
- Lawrence Robe (President-Elect)
People named in this filing
- Erica Joyce (President)
- Lawrence Robe (President-Elect)
- Samantha Hoppe (Treasurer)
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
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.
What it reported doing in 2025
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.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 92
- Accountability: 76
- Sustainability: 56
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Fail
- Whistleblower policy: Fail
- Document-retention policy: Fail
- 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: Fail
Sustainability
- Operating margin: 14.9%; rating input score 64; 64th percentile among comparable filings
- Total-asset coverage ratio: 1.64; rating input score 54; 54th percentile among comparable filings
- Liabilities to assets ratio: 0.14; rating input score 19; 19th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 4.7% per year; rating input score 100; 46th percentile among comparable filings
- Asset growth: 8% per year; rating input score 100; 56th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: 10 of 10 board members independent · 3 of 7 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $0 · 10 people listed
- Consistency: 10 of 11 current checks pass · 1 finding to review
- Schedules: 2 filed schedules · includes major donors
- 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.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Moderate — Accountability: Governance controls: 4 of 7 not reported.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- Review — Sustainability: Total-asset coverage ratio scored 54/100.
- High — Sustainability: Liabilities to assets ratio scored 19/100.