2012-08-09T18:46:17-05:00 2011-12-31 942147510 GALLINA LLP 2870 GOLD TAILINGS COURT RANCHO CORDOVA CA 956706169 990 2011-01-01 952829075 CALIFORNIA APARTMENT ASSOCIATION CALI 9164477881 980 NINTH STREET NO 200 SACRAMENTO CA 95814 THOMAS K BANNON 9164496467 2012-07-31 1 CRYSTAL A EKANAYAKE P00823057 9166381188 2011 2016-02-24 21:20:13Z THOMAS K BANNON 980 9TH STREET SACRAMENTO CA 95814 5263488 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 28 75 575786 -33790 3274374 3348047 807994 753748 39575 30264 1202553 1033251 5324496 5165310 40000 75000 0 0 2503438 2598595 0 0 0 2692588 2489766 5236026 5163361 88470 1949 5042725 5040048 388143 383517 4654582 4656531 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 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. 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 (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. 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 0 1 48 0 1 28 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 200 SACRAMENTO CA 95814 LINDA ZELLER 5.00 X X 0 0 0 LAURA KHOURI 5.00 X X 0 0 0 BRUCE RUEPPEL 2.00 X X 0 0 0 MICHAEL BISSEL 2.00 X X 0 0 0 LAURIE BERNHARD 1.00 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 RONALD GRANVILLE 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 JOHN PRINGLE 1.00 X 0 0 0 JAMES REEDER 1.00 X 0 0 0 SCOTT REINERT 1.00 X 0 0 0 THOMAS SCOTT 1.00 X 0 0 0 THOMAS SILVA 1.00 X 0 0 0 LORI TORRES 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 THOMAS K BANNON 40.00 X 263418 0 21451 DEBRA CARLTON 40.00 X 170832 0 14325 ERIC WIEGERS 40.00 X 150225 0 16943 JOSHUA HOWARD 40.00 X 130004 0 7648 HEIDI PALUTKE 40.00 X 104002 0 7434 SHANT APEKIAN 40.00 X 123379 0 12093 VICKI WALTER 40.00 X 100230 0 13329 1042090 0 93223 7 1 1 0 0 3129483 84770 133794 3348047 MEETINGS AND EVENTS 611600 428184 428184 EDUCATION 611600 325564 325564 753748 30264 30264 28675 84770 70777 -42102 -42102 215865 27401 188464 188464 TENANT SCREENING 531390 358027 358027 SPONSORSHIPS 541900 242693 242693 ADMIN FEE 541610 188400 188400 97769 11914 29359 56496 886889 5165310 954126 575786 287351 X 75000 637194 1961401 103705 37800 23180 413821 84715 280643 50289 15286 CONSULTING 530833 TENANT SCREENING 215990 EQUIPMENT RENTAL, MAINT 105987 TELEPHONE 98933 528584 5163361 194824 307870 4257454 4199476 73639 128377 8647 3218 75220 58538 706269 615743 108085 90526 324856 252043 5042725 5040048 291297 303851 96846 79666 388143 383517 X 3988006 4032131 666576 624400 4654582 4656531 5042725 5040048 1949 0 X X 0 1 1 X 0 0 0 1 3129483 595750 595750 594624 1126 107418 78123 29295 598851 537620 61231 90526 INVESTMENT IN SUBSIDIARY 242567 DEPOSITS 9476 252043 5165310 5163361 1949 1949 5299620 322710 322710 4976910 188400 188400 5165310 5297725 322764 322764 4974961 188400 188400 5163361 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 GOLF TOURNAMENT 113445 84770 28675 70777 113445 84770 28675 70777 70777 -42102 1 HOUSING INDUSTRY FOUNDATION 538 A VALLEY ROAD MILPITAS CA 95035 943100671 501 (C)(3) 40000 TO HELP INDIVIDUALS AND FAMILIES EITHER REMAIN IN OR RETURN TO STABLE HOUSING. CALIFORNIANS AGAINST HIGHER PROPERTY TAXES 2350 KERNER BLVD STE 250 SAN RAFAEL CA 94901 262532787 501 (C)(4) 35000 TO AIDE IN THE FIGHT AGAINST INCREASING PROPERTY TAXES IN CALIFORNIA. 1 1 X X X 0 0 0 THOMAS K BANNON 263418 0 0 0 0 0 12250 0 9201 0 284869 0 0 0 DEBRA CARLTON 170832 0 0 0 0 0 8609 0 5716 0 185157 0 0 0 ERIC WIEGERS 150225 0 0 0 0 0 7854 0 9089 0 167168 0 0 0 VICKI WALTER 100230 0 0 0 0 0 8080 0 5249 0 113559 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. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART X, LINE 24E PRINTING 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. 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 -6057 242567 1.00000 CAA RENTAL HOUSING INSURANCE BROKERS INC 980 9TH STREET STE 200 SACRAMENTO CA 95814 260357063 BROKERS INSURANCE CA CALIFORNIA RENTAL HOUSING SERVICES CORPORATION C 7989 107932 1.00000 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CAA RENTAL HOUSING INSURANCE BROKERS INC L 188400 CASH RECEIPTS