2015-11-16T13:36:49-06:00 2014-12-31 942147510 GALLINA LLP 2870 GOLD TAILINGS COURT RANCHO CORDOVA CA 956706169 990 2014-01-01 952829075 CALIFORNIA APARTMENT ASSOCIATION CALI 9164477881 980 NINTH STREET NO 1430 SACRAMENTO CA 95814 JEFF KLEIN SVP OF FINANCE & OPERATIONS 9164496467 2015-11-12 1 CRYSTAL A EKANAYAKE P00823057 9166381188 2014 2016-04-25 22:37:26Z THOMAS K BANNON 980 9TH STREET SACRAMENTO CA 95814 7273569 0 X WWW.CAANET.ORG X 1940 CA THE ORGANIZATION'S MISSION IS TO REPRESENT THE ETHICAL MEMBERS OF THE RENTAL HOUSING INDUSTRY IN ALL ASPECTS OF GOVERNMENT AFFAIRS WITHIN THE STATE OF CALIFORNIA, AND TO PROVIDE INFORMATION, PRODUCTS AND SERVICES WHICH CONTRIBUTE TO THE SUCCESS OF THEIR BUSINESSES. 29 29 38 100 1128215 0 3938227 4190381 977700 917370 93793 88289 1954794 1815455 6964514 7011495 169996 208864 0 0 3671833 3810070 0 0 0 3035302 2959174 6877131 6978108 87383 33387 7256302 7271033 512055 493399 6744247 6777634 THE ORGANIZATION'S MISSION IS TO REPRESENT THE ETHICAL MEMBERS OF THE RENTAL HOUSING INDUSTRY IN ALL ASPECTS OF GOVERNMENT AFFAIRS WITHIN THE STATE OF CALIFORNIA, AND TO PROVIDE INFORMATION, PRODUCTS AND SERVICES WHICH CONTRIBUTE TO THE SUCCESS OF THEIR BUSINESSES. 0 0 EDUCATION PROGRAM: THE ASSOCIATION MAINTAINS AN ARRAY OF EDUCATIONAL COURSES (120) FOR ITS MEMBERS. THE ASSOCIATION'S ARRAY OF EDUCATIONAL COURSES INCLUDES; LEGAL, GENERAL ADMINISTRATION, MARKETING AND FACILITY MANAGEMENT ASSOCIATED WITH OWNING AND OR MANAGING RESIDENTIAL HOUSING AND APARTMENTS. THE ASSOCIATION'S EDUCATIONAL COURSES WERE UTILIZED BY MORE THAN 5,000 MEMBERS. THE ASSOCIATION ALSO OFFERED A MANAGEMENT CERTIFICATION PROGRAM THAT CONTRIBUTES TO GREATER PROFESSIONALISM WITHIN THE RENTAL HOUSING AND APARTMENT INDUSTRY. 525 MEMBERS COMPLETED THE CERTIFICATION PROGRAM AND ARE CERTIFIED BY THE ASSOCIATION. THE ASSOCIATION CONDUCTED 2 EDUCATIONAL CONFERENCE/TRADE SHOWS ATTENDED BY 2,400 MEMBERS. COMMUNICATION AND MEMBER SERVICES: THE ASSOCIATION PROVIDED EXTENSIVE COMPLIANCE GUIDANCE REGARDING THE MANAGEMENT AND OWNERSHIP OF RESIDENTIAL RENTAL PROPERTY, INCLUDING: CALIFORNIA SPECIFIC "STANDARD OPERATIONAL FORMS" (125), THE "CALIFORNIA MANAGING RENTAL HOUSING REFERENCE BOOK", AN ARRAY OF COMPLIANCE PAPERS (110), NEWSLETTERS, PUBLICATIONS, BROCHURES, SIGNS AND OTHER REFERENCE MATERIAL TO ASSIST THE MEMBERS IN THE MANAGEMENT OF THEIR PROPERTIES. THE ASSOCIATION PROVIDES A COMPREHENSIVE WEBSITE THAT IS A PORTAL TO A VAST LIBRARY OF ASSOCIATION INFORMATION. THE CAA WEBSITE HAD APPROXIMATELY 500,000 VISITS TO ITS COMPLIANCE PAGES IN 2014. ADVOCACY PROGRAM: THE ASSOCIATION IS RESPONSIBLE FOR MONITORING AND REPRESENTING THE RENTAL HOUSING INDUSTRY BEFORE THE STATE LEGISLATURE, STATE REGULATORY BODIES, THE COURTS AND NUMEROUS CITY GOVERNMENTS WITHIN THE STATE OF CALIFORNIA. THE ASSOCIATION ALSO PROVIDES A COMPREHENSIVE BROCHURE IN ENGLISH AND SPANISH - "RENTING: A USER'S MANUAL" THAT IS DISSEMINATED BY THE ASSOCIATION TO VARIOUS ELECTED OFFICIALS' OFFICES, AND ASSISTS BOTH OWNERS AND RESIDENTS TO UNDERSTAND THEIR RIGHTS AND RESPONSIBILITIES. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 42 0 1 38 1 1 1 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 9164477881 980 NINTH STREET NO 1430 SACRAMENTO CA 95814 X RONALD GRANVILLE PRESIDENT 5.00 X X 0 0 0 BRUCE RUEPPEL SECRETARY/TREASURER 2.00 X X 0 0 0 THOMAS SCOTT VICE PRESIDENT 2.00 X X 0 0 0 ERIC ANDRESEN DIRECTOR 1.00 X 0 0 0 HELAINE ASHTON DIRECTOR 1.00 X 0 0 0 MARY BAIRD-MIDANEK DIRECTOR 1.00 X 0 0 0 COREY WARREN DIRECTOR 1.00 X 0 0 0 MICHAEL BISSELL PRESIDENT-ELECT 5.00 X X 0 0 0 KAREN BOWMAN DIRECTOR 1.00 X 0 0 0 ADAM GOLDFARB DIRECTOR 1.00 X 0 0 0 DEBBIE COOMBS DIRECTOR 1.00 X 0 0 0 FRAZIER CRAWFORD DIRECTOR 1.00 X 0 0 0 JEFF KIMES DIRECTOR 1.00 X 0 0 0 JOHN EUDY DIRECTOR 1.00 X 0 0 0 MICHAEL FARAHNIK DIRECTOR 1.00 X 0 0 0 BRIAN GAGAN DIRECTOR 1.00 X 0 0 0 JOSEPH A LAWTON JR DIRECTOR 1.00 X 0 0 0 MICHAEL KRASZULYAK DIRECTOR 1.00 X 0 0 0 CARL LAMBERT DIRECTOR 1.00 X 0 0 0 BEN LAMSON DIRECTOR 1.00 X 0 0 0 JAKE MANASTER DIRECTOR 1.00 X 0 0 0 ROBERT LINK DIRECTOR 1.00 X 0 0 0 MARJ MANCUSO DIRECTOR 1.00 X 0 0 0 KELLIE MEIER DIRECTOR 1.00 X 0 0 0 LINDA ZELLER DIRECTOR 1.00 X 0 0 0 JAMES REEDER DIRECTOR 1.00 X 0 0 0 MICHAEL PIERCE DIRECTOR 1.00 X 0 0 0 THOMAS SILVA DIRECTOR 1.00 X 0 0 0 THOMAS K BANNON CEO 40.00 X 303634 0 27296 DEBRA CARLTON SVP PUBLIC AFFAIRS 40.00 X 193096 0 18879 JEFF KLEIN SVP FINANCE/ADMINISTRATION 40.00 X 154983 0 18676 JOSHUA HOWARD EXECUTIVE DIRECTOR CAA TRI 40.00 X 165097 0 15008 SHANT APEKIAN VP PUBLIC AFFAIRS 40.00 X 165606 0 14641 HEIDI PALUTKE RESEARCH COUNSEL 40.00 X 112386 0 9066 TIMOTHY JOHNSON EXECUTIVE DIRECTOR CAA AAG 40.00 X 124540 0 12864 WHITNEY BENZIAN EXECUTIVE DIRECTOR CAA SAN DIEGO 40.00 X 115161 0 12466 KEVIN PELLEGRINO SVP MEMBERSHIP AND MARKETING 40.00 X 124177 0 16397 TOMMY THOMPSON EXECUTIVE DIRECTOR CAA ORANGE COUNTY 40.00 X 125617 0 14494 1584297 0 159787 10 0 1 0 0 3737720 342509 110152 4190381 MEETINGS AND EVENTS 611600 538609 538609 EDUCATION 611600 378761 378761 917370 88289 88289 86991 342509 248400 -161409 -161409 193321 13674 179647 179647 TENANT SCREENING 531390 665847 665847 SPONSORSHIPS 541900 572803 572803 ADMIN FEE 541610 450192 450192 108375 32695 12176 63504 1797217 7011495 1129712 1128215 563187 208864 1076916 2733154 14042 33525 6618 48003 378559 212436 596853 98431 27650 CONSULTING 602703 TENANT SCREENING 397443 EQUIPMENT RENTAL, MAINT 107328 BANK AND CREDIT PROCESS 96322 339261 6978108 123801 155575 6344844 6314249 139059 155573 2488 1931 118459 119665 600513 359255 244868 241258 282783 282782 7256302 7271033 422135 415794 89920 77605 512055 493399 X 6179962 6220097 564285 557537 6744247 6777634 7256302 7271033 33387 0 X X 0 1 X 1 0 0 0 0 3737720 783050 783050 710167 72883 600513 359255 241258 241258 X PART X, LINE 2: ACCOUNTING GUIDANCE ISSUED BY FASB PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ASSOCIATION DID NOT HAVE UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2014 AND DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS. THE ASSOCIATION WILL RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF INCOME TAX EXPENSE. AS OF DECEMBER 31, 2014, THE ASSOCIATION HAS NOT ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE ASSOCIATION'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE TAXING AUTHORITY FOR THREE AND FOUR YEARS, RESPECTIVELY, AFTER THE LATER OF EITHER THE DUE DATE OR THE DATE ON WHICH THE RETURNS HAVE BEEN FILED. X 0 GOLF TOURNAMENT - TRI-COUNTY 119700 92540 27160 58400 20000 5000 2300 GOLF TOURNAMENT - SOUTH COAST 80500 63280 17220 8900 26700 3600 2100 3 229300 186689 42611 52100 55000 9700 4600 429500 342509 86991 119400 101700 18300 9000 248400 -161409 1 HOUSING INDUSTRY FOUNDATION 538 A VALLEY ROAD MILPITAS CA 95035 943100671 501 (C)(3) 35000 TO HELP INDIVIDUALS AND FAMILIES EITHER REMAIN IN OR RETURN TO STABLE HOUSING. CIVIL JUSTICE ASSOCIATION OF CALIFORNIA 1201 K STREET SUITE 1850 SACRAMENTO CA 95814 942565764 501 (C)(4) 25000 TO REDUCE EXCESSIVE AND UNWARRANTED LITIGATION. CALIFORNIA ISSUES FORUM 1127 11TH STREET SUITE 331 SACRAMENTO CA 95814 010595129 501 (C)(4) 15000 TO PROMOTE SOCIAL WELFARE BY EDUCATING THE PUBLIC AND PROVIDING A FORUM TO DISCUSS TOPICAL ISSUES OF COMMUNITY INTEREST. DOWNTOWN SAN DIEGO PARTNERSHIP 401 B STREET SUITE 100 SAN DIEGO CA 92101 951729734 501 (C)(6) 15000 FUND WERE DONATED TO HELP SUPPORT HOUSING AND HOMELESS PREVENTION PROGRAMS IN DOWNTOWN SAN DIEGO. ORANGE COUNTY UNITED WAY 18012 MITCHELL S IRVINE CA 92614 330047994 501 (C)(3) 50000 TO SUPPORT THE RAPID REHOUSING PROGRAM TO REDUCE HOMELESSNESS IN ORANGE COUNTY. HOMEAID INLAND EMPIRE 3891 11TH STREET RIVERSIDE CA 92501 330681511 501 (C)(3) 10000 TO HELP PROVIDE TEMPORARY HOUSING BY BUILDING OR RENOVATING SHELTER FACILITIES. SAN JOSE SILICON VALLEY CHAMBER OF COMMERCE 101 W SANTA CLARA STREET SAN JOSE CA 95113 941659396 501 (C)(6) 8500 PROMOTE A VIBRANT LOCAL ECONOMY IN SILICON VALLEY AND EDUCATE THE PUBLIC ON THE IMPORTANCE OF BUSINESS AND ECONOMIC DEVELOPMENT. HOUSING TRUST OF SILICON VALLEY 95 S MARKET STREET 160 SAN JOSE CA 95113 770545135 501 (C)(3) 7500 HOUSING TRUST PROVIDES DECURITY DEPOSIT ASSISTANCE FOR FAMILIES MOVING INTO STABLE HOUSING AND OFFER FINANCING TO CREATE AFFORDABLE RENTAL HOUSING AMONG OTHER PROGRAMS. 4 4 X X X 0 0 0 THOMAS K BANNON CEO 300091 0 0 0 3543 0 13000 0 14296 0 330930 0 0 0 DEBRA CARLTON SVP PUBLIC AFFAIRS 193096 0 0 0 0 0 10021 0 8858 0 211975 0 0 0 JEFF KLEIN SVP FINANCE/ADMINISTRATION 154983 0 0 0 0 0 7809 0 10867 0 173659 0 0 0 JOSHUA HOWARD EXECUTIVE DIRECTOR CAA TRI 165097 0 0 0 0 0 8895 0 6113 0 180105 0 0 0 SHANT APEKIAN VP PUBLIC AFFAIRS 165606 0 0 0 0 0 8280 0 6361 0 180247 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND DISCUSSED IN DETAIL BY MANAGEMENT TO MAKE CERTAIN THE INFORMATION IS COMPLETE AND ACCURATE. THE FORM 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND TO ANSWER ANY QUESTIONS THAT MAY COME UP DURING THE PROCESS. FORM 990, PART VI, SECTION B, LINE 12C PERSONS COVERED BY CAA'S CONFLICT OF INTEREST POLICY WILL ANNUALLY DISCLOSE OR UPDATE TO THE CHAIRMAN OF THE BOARD OF DIRECTORS ON A FORM PROVIDED BY THE ORGANIZATION THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. FOR EACH INTEREST DISCLOSED TO THE CHAIRMAN OF THE BOARD OF DIRECTORS, THE CHAIRMAN WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ORGANIZATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ORGANIZATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ORGANIZATION'S REMOVAL PROCEDURES. THE ORGANIZATION'S CHIEF EMPLOYED EXECUTIVE AND CHIEF EMPLOYED FINANCE EXECUTIVE WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE OFFICERS OF THE BOARD WHICH MAKE UP THE COMPENSATION COMMITTEE. THE OFFICERS REVIEW ORGANIZATIONS OF SIMILAR SIZE AND REVENUE IN ADDITION TO OTHER TRADE ORGANIZATIONS TO DETERMINE WHAT A COMPARABLE COMPENSATION WOULD BE FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL INFORMATION AVAILABLE TO THOSE THAT MAKE A WRITTEN OR VERBAL REQUEST THROUGH THEIR OFFICE. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE OCCURRED IN THE AUDIT COMMITTEE'S PROCEDURES SINCE THE PRIOR YEAR. CALIFORNIA RENTAL HOUSING SERVICES CORPORATION 980 9TH STREET STE 1430 SACRAMENTO CA 95814 680333121 ASSOCIATION MANAGEMENT CA CALIFORNIA APARTMENT ASSOCIATION C -2288 182861 1.00000 0 CAA RENTAL HOUSING INSURANCE BROKERS INC 980 9TH STREET STE 1430 SACRAMENTO CA 95814 260357063 BROKERS INSURANCE CA CALIFORNIA RENTAL HOUSING SERVICES CORPORATION C -80281 92039 1.00000 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CAA RENTAL HOUSING INSURANCE BROKERS INC L 450192 CASH RECEIPTS