TY 2024 Form 990EZ

Check if applicable:

Address change

Name change

Initial return

Final return/terminated

Amended return

Application pending

C Name of organization
Community Associations Institute -
Wisconsin Chapter

Number and street (or P. O. box, if mail is not delivered to street address)11801 W Silver Spring Drive 200
Room/suite

City or town, state or province, country, and ZIP or foreign postal code Milwaukee, WI53225

D Employer identification number

43-2043022

E Telephone number

(414) 778-0640

F Group Exemption
Number bullet

3128

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? 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.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 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. (Grants $ ) If this amount includes foreign grants, check here ...		28a
29 (Grants $ ) If this amount includes foreign grants, check here ...		29a
30 (Grants $ ) If this amount includes foreign grants, check here ...		30a
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
Erica Joyce President	5.00	0
Sara Moker Trustee	2.00	0
Daniel Miske Treasurer	2.00	0
Ryan Maloney Director	2.00	0
Daniel Corwin Director	2.00	0
Samantha Hoppe Director	2.00	0
Carissa Pezewski Director	2.00	0
Mona Lisa Battaglia Director	2.00	0
Lawrence Robe Director	2.00	0
Constantine Diskos Director	2.00	0

Yes

Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................

Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..

49a

Did the organization make any transfers to an exempt non-charitable related organization?......

49a

If "Yes," was the related organization a section 527 organization?................

49b

Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and title of each employee	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
NONE

Total number of other employees paid over $100,000 ............. bullet

Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and business address of each independent contractor	(b) Type of service	(c) Compensation
NONE

Return Reference	Explanation
Other Expenses.1002	Office Expenses $5548
Other Expenses.1003	Information Technology $2221
Other Expenses.1005	Travel $5508
Other Expenses.1007	Conferences, Conventions, and Meetings $60201
Other Expenses.1012	Insurance $2264
Other Assets.1	Prepaid Expense - Beginning $9000 Prepaid Expense - Ending $16651
Total Liabilities.1	Deferred Revenue - Beginning $37105 Deferred Revenue - Ending $47640

Return Reference

Explanation

Other Expenses.1002

Office Expenses $5548

Other Expenses.1003

Information Technology $2221

Other Expenses.1005

Travel $5508

Other Expenses.1007

Conferences, Conventions, and Meetings $60201

Other Expenses.1012

Insurance $2264

Other Assets.1

Prepaid Expense - Beginning $9000 Prepaid Expense - Ending $16651

Total Liabilities.1

Deferred Revenue - Beginning $37105 Deferred Revenue - Ending $47640

1	Contributions, gifts, grants, and similar amounts received ....................	1	32,555
2	Program service revenue including government fees and contracts ................	2	102,133
3	Membership dues and assessments .............................	3
4	Investment income ....................................	4	9,827
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) ..	6b	0
c	Less: direct expenses from gaming and fundraising events ...	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	144,515

10	Grants and similar amounts paid (list in Schedule O) ................	10
11	Benefits paid to or for members ......................	11
12	Salaries, other compensation, and employee benefits ................	12
13	Professional fees and other payments to independent contractors ............	13	39,450
14	Occupancy, rent, utilities, and maintenance ...................	14
15	Printing, publications, postage, and shipping ...................	15	10,455
16	Other expenses (describe in Schedule O) ...................	16	75,742
17	Total expenses. Add lines 10 through 16 .................	17	125,647

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	18,868
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	202,008
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	220,876

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