2011-08-11T14:22:50-05:00 2010-12-31 GALLINA LLP 2870 GOLD TAILINGS COURT RANCHO CORDOVA CA 956706169 990 2010-01-01 952829075 CALIFORNIA APARTMENT ASSOCIATION CALI 9164477881 980 NINTH STREET NO 200 SACRAMENTO CA 95814 THOMAS K BANNON 9164496467 2011-08-09 1 CRYSTAL A EKANAYAKE 9166381188 2010 2016-02-24 21:20:13Z THOMAS K BANNON 980 9TH STREET SACRAMENTO CA 95814 5463373 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 24 75 779734 -28841 3450378 3274374 557999 807994 60946 39575 1540677 1202553 5610000 5324496 85000 40000 0 0 2569078 2503438 0 0 0 2456196 2692588 5110274 5236026 499726 88470 4957070 5042725 390958 388143 4566112 4654582 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 60 0 1 24 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 STE 200 SACRAMENTO CA 95814 BEN LAMSON 5.00 X X 0 0 0 LINDA ZELLER 5.00 X X 0 0 0 BRUCE RUEPPEL 2.00 X X 0 0 0 JOHN PRINGLE 2.00 X X 0 0 0 STEPHAN ADAMS 1.00 X 0 0 0 JEFF BAILEY 1.00 X 0 0 0 MARY BAIRD-MIDANEK 1.00 X 0 0 0 LAURIE BERNHARD 1.00 X 0 0 0 MICHAEL P BISSEL 1.00 X 0 0 0 KAREN BOWMAN 1.00 X 0 0 0 JARED BROOKS 1.00 X 0 0 0 DEBBIE COOMBS 1.00 X 0 0 0 FRAZIER CRAWFORD 1.00 X 0 0 0 JAMES DEVANY 1.00 X 0 0 0 RONALD GRANVILLE 1.00 X 0 0 0 LAURA KHOURI 1.00 X 0 0 0 MICHAEL KRASZULYAK 1.00 X 0 0 0 CARL LAMBERT 1.00 X 0 0 0 JOSEPH A LAWTON 1.00 X 0 0 0 MARJORIE MANCUSO 1.00 X 0 0 0 LINDA MORRIS 1.00 X 0 0 0 MICHAEL PIERCE 1.00 X 0 0 0 JAMES REEDER 1.00 X 0 0 0 THOMAS SCOTT 1.00 X 0 0 0 THOMAS SILVA 1.00 X 0 0 0 EILEEN ST YVES 1.00 X 0 0 0 DAVID WASSERMAN 1.00 X 0 0 0 HELAINE ASHTON 1.00 X 0 0 0 KEVIN BALDRIDGE 1.00 X 0 0 0 DAVE BRACKET 1.00 X 0 0 0 THOMAS K BANNON 40.00 X X X 254850 0 19944 DEBRA CARLTON 40.00 X X 166906 0 13400 VICKI WALTER 40.00 X X 161594 0 15834 ERIC WIEGERS 40.00 X 149464 0 15608 JOSHUA HOWARD 40.00 X 119412 0 7616 HEIDI PALUTKE 40.00 X 101180 0 7350 953406 0 79752 6 0 1 0 0 2995175 87189 192010 3274374 EDUCATION 611600 465957 465957 MEETINGS AND EVENTS 611600 342037 342037 807994 39575 39575 25135 87189 69258 -44123 -44123 212055 69619 142436 142436 TENANT SCREENING 531390 406283 406283 ADVERTISING 541800 253451 253451 SPONSORSHIPS 541900 235282 235282 209224 3524 120000 85700 1104240 5324496 953954 779734 316434 40000 632527 1870911 52200 33500 11546 387909 83158 244826 70228 10823 CONSULTING 900345 TENANT SCREENING 248488 PRINTING AND PROMOTIONS 106863 TELEPHONE 102645 SUPPLIES 96260 343797 5236026 260500 194824 3959958 4257454 131016 73639 34745 8647 45084 75220 751707 643622 165354 108085 360413 324856 4957070 5042725 308128 291297 82830 96846 390958 388143 X 3910141 3988006 655971 666576 4566112 4654582 4957070 5042725 88470 0 X 0 1 1 X 0 0 0 1 2995175 498805 2936 501741 569126 -67385 108288 69582 38706 643419 574040 69379 108085 INVESTMENT IN SUBSIDIARY 282535 DEPOSITS 5321 DEFERRED TAX ASSET 37000 324856 5324496 5236026 88470 0 88470 5551270 343574 343574 5207696 116800 116800 5324496 5462749 346723 346723 5116026 120000 120000 5236026 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: ASC TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, 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. FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009 THE ASSOCIATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER THESE RULES. THE ASSOCIATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN GENERAL AND ADMINISTRATIVE EXPENSES. 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. 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 112324 87189 25135 69258 112324 87189 25135 69258 69258 -44123 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. 1 0 X X X 0 0 0 THOMAS K BANNON 254850 0 0 0 0 0 12250 0 7694 0 274794 0 0 0 DEBRA CARLTON 166906 0 0 0 0 0 8609 0 4791 0 180306 0 0 0 VICKI WALTER 161594 0 0 0 0 0 8080 0 7754 0 177428 0 0 0 ERIC WIEGERS 149464 0 0 0 0 0 7854 0 7754 0 165072 0 0 0 JOSHUA HOWARD 119412 0 0 0 0 0 6244 0 1372 0 127028 0 0 0 HEIDI PALUTKE 101180 0 0 0 0 0 5329 0 2021 0 108530 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. CALIFORNIA RENTAL HOUSING SERVICES CORPORATION 980 9TH STREET STE 200 SACRAMENTO CA 95814 680333121 ASSOCIATION MANAGEMENT CA CALIFORNIA APARTMENT ASSOCIATION C 284286 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 143335 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 120000 CASH RECEIPTS