CALIFORNIA APT ASSOCIATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA APT ASSOCIATION (EIN 95-2829075)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-09
IRS object ID
201212229349301766
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-08-09T18:46:17-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN942147510EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GALLINA LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12870 GOLD TAILINGS COURTAddressLine1
CityRANCHO CORDOVACity
StateCAState
ZIP Code956706169ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN952829075EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA APARTMENT ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCALINameControl
Phone9164477881Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1980 NINTH STREET NO 200AddressLine1
CitySACRAMENTOCity
StateCAState
ZIP Code95814ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHOMAS K BANNONName
TitleCEOTitle
Phone9164496467Phone
Date Signed2012-07-31DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCRYSTAL A EKANAYAKEName
PTINP00823057PTIN
Phone9166381188Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonTHOMAS K BANNONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1980 9TH STREETAddressLine1
CitySACRAMENTOCity
StateCAState
ZIP Code95814ZIPCode
FieldValueIRS element (for citing)
Gross Receipts5263488GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.CAANET.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1940YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body29NbrVotingMembersGoverningBody
Nbr Independent Voting Members29NbrIndependentVotingMembers
Total Nbr Employees28TotalNbrEmployees
Total Nbr Volunteers75TotalNbrVolunteers
Total Gross UBI575786TotalGrossUBI
Net Unrelated Business Txbl Income-33790NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3274374ContributionsGrantsPriorYear
Contributions Grants Current Year3348047ContributionsGrantsCurrentYear
Program Service Revenue Prior Year807994ProgramServiceRevenuePriorYear
Program Service Revenue CY753748ProgramServiceRevenueCY
Investment Income Prior Year39575InvestmentIncomePriorYear
Investment Income Current Year30264InvestmentIncomeCurrentYear
Other Revenue Prior Year1202553OtherRevenuePriorYear
Other Revenue Current Year1033251OtherRevenueCurrentYear
Total Revenue Prior Year5324496TotalRevenuePriorYear
Total Revenue Current Year5165310TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year40000GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY75000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year2503438SalariesEtcPriorYear
Salaries Etc Current Year2598595SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2692588OtherExpensePriorYear
Other Expenses Current Year2489766OtherExpensesCurrentYear
Total Expenses Prior Year5236026TotalExpensesPriorYear
Total Expenses Current Year5163361TotalExpensesCurrentYear
Revenues Less Expenses Prior Year88470RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1949RevenuesLessExpensesCY
Total Assets BOY5042725TotalAssetsBOY
Total Assets EOY5040048TotalAssetsEOY
Total Liabilities BOY388143TotalLiabilitiesBOY
Total Liabilities EOY383517TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4654582NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4656531NetAssetsOrFundBalancesEOY
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionEDUCATION 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 5000 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 1,000 MEMBERS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionCOMMUNICATION 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 (84), 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 400,000 VISITS TO ITS COMPLIANCE PAGES IN 2010.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionADVOCACY 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.Description
FieldValueIRS element (for citing)
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax1SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109648NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees28NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members29NbrVotingGoverningBodyMembers
Number Independent Voting Members29NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9164477881TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1980 NINTH STREET NO 200AddressLine1
CitySACRAMENTOCity
StateCAState
ZIP Code95814ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (36 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
LINDA ZELLER
PRESIDENT5.00XX000
LAURA KHOURI
PRESIDENT-ELECT5.00XX000
BRUCE RUEPPEL
SECRETARY/TREASURER2.00XX000
MICHAEL BISSEL
VICE PRESIDENT2.00XX000
LAURIE BERNHARD
DIRECTOR1.00X000
KAREN BOWMAN
DIRECTOR1.00X000
JARED BROOKS
DIRECTOR1.00X000
MICHELE BROWN
DIRECTOR1.00X000
DEBBIE COOMBS
DIRECTOR1.00X000
FRAZIER CRAWFORD
DIRECTOR1.00X000
JACK DICKENS
DIRECTOR1.00X000
JOHN GHIO
DIRECTOR1.00X000
ADAM GOLDFARB
DIRECTOR1.00X000
RONALD GRANVILLE
DIRECTOR1.00X000
MICHAEL KRASZULYAK
DIRECTOR1.00X000
CARL LAMBERT
DIRECTOR1.00X000
ROBERT LINK
DIRECTOR1.00X000
MARJ MANCUSO
DIRECTOR1.00X000
JOHN PRINGLE
DIRECTOR1.00X000
JAMES REEDER
DIRECTOR1.00X000
SCOTT REINERT
DIRECTOR1.00X000
THOMAS SCOTT
DIRECTOR1.00X000
THOMAS SILVA
DIRECTOR1.00X000
LORI TORRES
DIRECTOR1.00X000
HELAINE ASHTON
DIRECTOR1.00X000
DAVE BRACKETT
DIRECTOR1.00X000
BEN LAMSON
DIRECTOR1.00X000
JOSEPH LAWTON JR
DIRECTOR1.00X000
MARY BAIRD-MIDANEK
DIRECTOR1.00X000
THOMAS K BANNON
CEO40.00263418021451X
DEBRA CARLTON
SVP PUBLIC AFFAIRS40.00170832014325X
ERIC WIEGERS
SVP COMMUNICATIONS40.00150225016943X
JOSHUA HOWARD
EXECUTIVE DIRECTOR CAA TRI40.0013000407648X
HEIDI PALUTKE
RESEARCH COUNSEL40.0010400207434X
SHANT APEKIAN
VP PUBLIC AFFAIRS40.00123379012093X
VICKI WALTER
FORMER SVP OPERATIONS40.00100230013329X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1042090TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation93223TotalOtherCompensation
Number Individuals GT100 K7NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues3129483MembershipDues
Fundraising Events84770FundraisingEvents
All Other Contributions133794AllOtherContributions
Total Contributions3348047TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEETINGS AND EVENTS611600428184428184
EDUCATION611600325564325564
FieldValueIRS element (for citing)
Total Program Service Revenue753748TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column30264TotalRevenueColumn
Exclusion$30,264ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events28675GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events84770CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses70777FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-42102TotalRevenueColumn
Exclusion-$42,102ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory215865GrossSalesOfInventory
Cost Of Goods Sold27401CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column188464TotalRevenueColumn
Related Or Exempt Function Income188464RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
TENANT SCREENING531390358027358027
SPONSORSHIPS541900242693$242,693
ADMIN FEE541610188400188400

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column97769TotalRevenueColumn
Related Or Exempt Function Income11914RelatedOrExemptFunctionIncome
Unrelated Business Revenue29359UnrelatedBusinessRevenue
Exclusion$56,496ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue886889TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5165310TotalRevenueColumn
Related Or Exempt Function Income954126RelatedOrExemptFunctionIncome
Unrelated Business Revenue575786UnrelatedBusinessRevenue
Exclusion$287,351ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total75000Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total637194Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1961401Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total103705Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total37800Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total23180Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total413821Total

Travel Travel

FieldValueIRS element (for citing)
Total84715Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total280643Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total50289Total

Insurance Insurance

FieldValueIRS element (for citing)
Total15286Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotal
CONSULTING530833
TENANT SCREENING215990
EQUIPMENT RENTAL, MAINT105987
TELEPHONE98933

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total528584Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total5163361Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY194824BOY
EOY307870EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY4257454BOY
EOY4199476EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY73639BOY
EOY128377EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY8647BOY
EOY3218EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY75220BOY
EOY58538EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis706269LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec615743LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY108085BOY
EOY90526EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY324856BOY
EOY252043EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY5042725BOY
EOY5040048EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY291297BOY
EOY303851EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY96846BOY
EOY79666EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY388143BOY
EOY383517EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3988006BOY
EOY4032131EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY666576BOY
EOY624400EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4654582BOY
EOY4656531EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5042725BOY
EOY5040048EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses1949ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nondeduct0SubstantiallyAllDuesNondeduct
Only In House Lobbying0OnlyInHouseLobbying
Agree To Carryover Prior Year1AgreeToCarryoverPriorYear
Dues Assessments3129483DuesAssessments
Non Ded Lobby Political Current595750NonDedLobbyPoliticalCurrent
Non Ded Lobby Political Total595750NonDedLobbyPoliticalTotal
Aggr Amt Reported In Dues Notices594624AggrAmtReportedInDuesNotices
Amount To Be Carried Over1126AmountToBeCarriedOver

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis107418OtherCostOrOtherBasis
Depreciation78123Depreciation
Book Value29295BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis598851OtherCostOrOtherBasis
Depreciation537620Depreciation
Book Value61231BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings90526TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
INVESTMENT IN SUBSIDIARY242567
DEPOSITS9476
FieldValueIRS element (for citing)
Total Book Value Other Assets252043TotalBookValueOtherAssets
Total Revenue5165310TotalRevenue
Total Expenses5163361TotalExpenses
Excess Or Deficit For Year1949ExcessOrDeficitForYear
Excess Or Deficit Per FS1949ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt5299620TotRevenueEtcAuditedFinclStmt
Other Revenues322710OtherRevenues
Revenue Not Rptd F990322710RevenueNotRptdF990
Revenue Subtotal4976910RevenueSubtotal
Other Revenues Not Included188400OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt188400RevenueNotRptdOnFinStmt
Total Revenue Per Form9905165310TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt5297725TotExpensesEtcAuditedFinclStmt
Other Expenses Included322764OtherExpensesIncluded
Expenses Not Rptd F990322764ExpensesNotRptdF990
Expenses Subtotal4974961ExpensesSubtotal
Other Expenses Not Included188400OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt188400ExpensesNotRptdOnFinStmt
Total Expenses Per Form9905163361TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:ACCOUNTING GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (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, 2011 AND 2010 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, 2011 AND 2010, 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 XII, LINE 2D - OTHER ADJUSTMENTS:EXPENSE THAT OFFSETS REVENUE INCOME REPORTED BY SUBSIDIARIES
PART XII, LINE 4B - OTHER ADJUSTMENTS:INTERCOMPANY INCOME ELIMINATED ON FINANCIAL STATEMENTS
PART XIII, LINE 2D - OTHER ADJUSTMENTS:EXPENSE WHICH OFFSETS REVENUE EXPENSES REPORTED BY SUBSIDIARIES
PART XIII, LINE 4B - OTHER ADJUSTMENTS:INTERCOMPANY EXPENSES ELIMINATED ON FINANCIAL STATEMENTS

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF TOURNAMENTNameOfEvent1
Gross Receipts Event1113445GrossReceiptsEvent1
Charitable Contributions Event184770CharitableContributionsEvent1
Gross Revenue Event128675GrossRevenueEvent1
Other Direct Expenses Event170777OtherDirectExpensesEvent1
Gross Receipts Total113445GrossReceiptsTotal
Charitable Contributions Total84770CharitableContributionsTotal
Gross Revenue Total Events28675GrossRevenueTotalEvents
Other Direct Expenses Total Events70777OtherDirectExpensesTotalEvents
Direct Expense Summary Events70777DirectExpenseSummaryEvents
Net Income Summary-42102NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
HOUSING INDUSTRY FOUNDATION
538 A VALLEY ROADMILPITASCA95035943100671501 (C)(3)40000TO HELP INDIVIDUALS AND FAMILIES EITHER REMAIN IN OR RETURN TO STABLE HOUSING.
CALIFORNIANS AGAINST HIGHER PROPERTY TAXES
2350 KERNER BLVD STE 250SAN RAFAELCA94901262532787501 (C)(4)35000TO AIDE IN THE FIGHT AGAINST INCREASING PROPERTY TAXES IN CALIFORNIA.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
THOMAS K BANNON
2634180000012250092010284869000
DEBRA CARLTON
170832000008609057160185157000
ERIC WIEGERS
150225000007854090890167168000
VICKI WALTER
100230000008080052490113559000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CPERSONS 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 15COMPENSATION 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 19THE ORGANIZATION MAKES ALL INFORMATION AVAILABLE TO THOSE THAT MAKE A WRITTEN OR VERBAL REQUEST THROUGH THEIR OFFICE.
FORM 990, PART X, LINE 24EPRINTING AND PROMOTIONS: TOTAL EXPENSES 98,722. SUPPLIES: TOTAL EXPENSES 89,314. MAIL AND HANDLING: TOTAL EXPENSES 88,475. DUES AND SUBSCRIPTIONS: TOTAL EXPENSES 80,053. DEFERRED INCOME TAXES: TOTAL EXPENSES 78,900. BANK AND CREDIT PROCESSING FEES: TOTAL EXPENSES 78,584. COMPUTER EXPENSE: TOTAL EXPENSES 7,885. TAXES: TOTAL EXPENSES 4,628. EDUCATION: TOTAL EXPENSES 2,197. LOSS ON SALE OF FIXED ASSETS: TOTAL EXPENSES 1,375. MISCELLANEOUS: TOTAL EXPENSES 26. BAD DEBT EXPENSE (RECOVERY): TOTAL EXPENSES -1,575.ALL OTHER FUNCTIONAL EXPENSES
NO CHANGES HAVE OCCURRED IN THE AUDIT COMMITTEE'S PROCEDURES SINCE THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnership
CALIFORNIA RENTAL HOUSING SERVICES CORPORATION
980 9TH STREET STE 200SACRAMENTOCA95814680333121ASSOCIATION MANAGEMENTCACALIFORNIA APARTMENT ASSOCIATIONC-60572425671.00000
CAA RENTAL HOUSING INSURANCE BROKERS INC
980 9TH STREET STE 200SACRAMENTOCA95814260357063BROKERS INSURANCECACALIFORNIA RENTAL HOUSING SERVICES CORPORATIONC79891079321.00000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties1ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1CAA RENTAL HOUSING INSURANCE BROKERS INCBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeLTransactionType
Amount Involved188400AmountInvolved
Method Of Amt DeterminationCASH RECEIPTSMethodOfAmtDetermination

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