2013-11-14T13:21:48-06:00 2012-12-31 942147510 GALLINA LLP 2870 GOLD TAILINGS COURT RANCHO CORDOVA CA 956706169 990 2012-01-01 952829075 CALIFORNIA APARTMENT ASSOCIATION CALI 9164477881 980 NINTH STREET NO 200 SACRAMENTO CA 95814 JEFF KLEIN 9164496467 2013-11-12 1 CRYSTAL A EKANAYAKE P00823057 9166381188 2012 2016-02-25 16:41:14Z THOMAS K BANNON 980 9TH STREET SACRAMENTO CA 95814 7056508 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. 30 30 37 100 914971 0 3348047 3999549 753748 1245392 30264 66355 1033251 1591373 5165310 6902669 75000 105000 0 0 2598595 3517798 0 0 0 2489766 2959381 5163361 6582179 1949 320490 5040048 7165434 383517 508570 4656531 6656864 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 (25) 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. 700 MEMBERS COMPLETED THE CERTIFICATION PROGRAM AND ARE CERTIFIED BY THE ASSOCIATION. THE ASSOCIATION CONDUCTED AN EDUCATIONAL CONFERENCE/TRADE SHOW ATTENDED BY 2,000 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" (175), 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 2012. 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 "RENTERS RIGHTS AND RESPONSIBILITIES" BROCHURE 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 1 0 1 1 0 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 53 0 1 37 1 1 1 0 0 0 0 0 X 30 30 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 200 SACRAMENTO CA 95814 LAURA KHOURI 5.00 X X 0 0 0 RONALD GRANVILLE 5.00 X X 0 0 0 BRUCE RUEPPEL 2.00 X X 0 0 0 THOMAS SCOTT 2.00 X X 0 0 0 KAREN BOWMAN 1.00 X 0 0 0 JARED BROOKS 1.00 X 0 0 0 MICHELE BROWN 1.00 X 0 0 0 DEBBIE COOMBS 1.00 X 0 0 0 FRAZIER CRAWFORD 1.00 X 0 0 0 JACK DICKENS 1.00 X 0 0 0 JOHN GHIO 1.00 X 0 0 0 ADAM GOLDFARB 1.00 X 0 0 0 MICHAEL BISSELL 1.00 X 0 0 0 MICHAEL KRASZULYAK 1.00 X 0 0 0 CARL LAMBERT 1.00 X 0 0 0 ROBERT LINK 1.00 X 0 0 0 MARJ MANCUSO 1.00 X 0 0 0 JAMES REEDER 1.00 X 0 0 0 SCOTT REINERT 1.00 X 0 0 0 ERIC ANDRESEN 1.00 X 0 0 0 THOMAS SILVA 1.00 X 0 0 0 HELAINE ASHTON 1.00 X 0 0 0 DAVE BRACKETT 1.00 X 0 0 0 BEN LAMSON 1.00 X 0 0 0 JOSEPH LAWTON JR 1.00 X 0 0 0 MARY BAIRD-MIDANEK 1.00 X 0 0 0 LINDA ZELLER 1.00 X 0 0 0 KEVIN BALDRIDGE 1.00 X 0 0 0 MICHAEL FARAHNIK 1.00 X 0 0 0 KELLIE MEIER 1.00 X 0 0 0 THOMAS K BANNON 40.00 X 282713 0 22470 DEBRA CARLTON 40.00 X 181676 0 16162 JEFF KLEIN 40.00 X 130911 0 15929 JOSHUA HOWARD 40.00 X 139800 0 7943 HEIDI PALUTKE 40.00 X 103423 0 8397 SHANT APEKIAN 40.00 X 144441 0 13660 JUDITH LEGAN 40.00 X 127690 0 21842 ERIC WIEGERS 40.00 X 159507 0 20988 1270161 0 127391 8 1 1 0 0 3629547 240574 129428 3999549 MEETINGS AND EVENTS 611600 887698 887698 EDUCATION 611600 357694 357694 1245392 66355 66355 52010 240574 140078 -88068 -88068 203330 13761 189569 189569 TENANT SCREENING 531390 695047 695047 SPONSORSHIPS 541900 476522 476522 ADMIN FEE 541610 198504 198504 119799 50475 21420 47904 1489872 6902669 1485436 914971 502713 105000 503020 3014778 46350 37700 25805 418341 106679 645091 33752 15653 CONSULTING 507845 TENANT SCREENING 390096 DUES AND SUBSCRIPTIONS 240978 TELEPHONE 131927 359164 6582179 307870 251132 4199476 6219466 128377 145413 3218 5046 58538 811990 687787 90526 124203 252043 420174 5040048 7165434 303851 417575 79666 90995 383517 508570 X 4032131 6076189 624400 580675 4656531 6656864 5040048 7165434 X 320490 1679843 X X 0 1 X 1 0 0 0 1 3629400 657376 1126 658502 689586 -31084 107418 87167 20251 704572 600620 103952 124203 INVESTMENT IN SUBSIDIARY 266563 DEPOSITS 17273 PREPAID EXPENSES 136338 420174 X 8729747 1827078 1827078 6902669 0 6902669 8592174 2009995 2009995 6582179 0 6582179 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2012 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, 2012, THE ASSOCIATION HAS NOT ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE ASSOCIATIONS 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSE THAT OFFSETS REVENUE INCOME REPORTED BY SUBSIDIARIES INTERCOMPANY INCOME ELIMINATED ON FINANCIAL STATEMENTS PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE WHICH OFFSETS REVENUE EXPENSES REPORTED BY SUBSIDIARIES INTERCOMPANY EXPENSES ELIMINATED ON FINANCIAL STATEMENTS GOLF TOURNAMENT - TRI-COUNTY 129994 101994 28000 45077 15632 GOLF TOURNAMENT - SOUTH COAST 62140 46770 15370 24646 2 100450 91810 8640 38531 16192 292584 240574 52010 108254 31824 140078 -88068 1 HOUSING INDUSTRY FOUNDATION 538 A VALLEY ROAD MILPITAS CA 95035 943100671 501 (C)(3) 47000 TO HELP INDIVIDUALS AND FAMILIES EITHER REMAIN IN OR RETURN TO STABLE HOUSING. CALIFORNIANS TO PROTECT SCHOOLS UNIVERSITIES AND PUBLIC SAFETY 2633 TELEGRAPH AVENUE 317 BERKELEY CA 94612 N/A 50000 TO AIDE IN THE FIGHT TO PROTECT SCHOOLS, UNIVERSITIES AND PUBLIC SAFETY. X X X 0 0 0 THOMAS K BANNON 279077 0 0 0 3636 0 12250 0 10220 0 305183 0 0 0 DEBRA CARLTON 181676 0 0 0 0 0 8327 0 7835 0 197838 0 0 0 SHANT APEKIAN 144441 0 0 0 0 0 6982 0 6678 0 158101 0 0 0 ERIC WIEGERS 159507 0 0 0 0 0 7459 0 13529 0 180495 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ACQUISITION OF AAGIE & SOUTH COAST DIVISIONS 1,679,843. NO CHANGES HAVE OCCURRED IN THE AUDIT COMMITTEE'S PROCEDURES SINCE THE PRIOR YEAR. CALIFORNIA RENTAL HOUSING SERVICES CORPORATION 980 9TH STREET STE 200 SACRAMENTO CA 95814 680333121 ASSOCIATION MANAGEMENT CA CALIFORNIA APARTMENT ASSOCIATION C -2141 266563 1.00000 0 CAA RENTAL HOUSING INSURANCE BROKERS INC 980 9TH STREET STE 200 SACRAMENTO CA 95814 260357063 BROKERS INSURANCE CA CALIFORNIA RENTAL HOUSING SERVICES CORPORATION C 26137 133668 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 M 198504 CASH RECEIPTS