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Nonprofiteer
← CALIFORNIA APT ASSOCIATION

Form 990 for tax year 2022

Filed by CALIFORNIA APT ASSOCIATION.

Totals

Total revenue
$10,347,193
Total expenses
$9,784,723
Contributions and grants received
$7,957,282
Grants paid
$350,284
Program service revenue
$472,639
Investment income
$111,048
Other revenue
$1,806,224
Total assets, end of year
$12,486,933
Total liabilities, end of year
$5,820,853
Net assets or fund balances, end of year
$6,666,080
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $6,637,898

  • 1f · All other contributions, gifts and grants

    $1,319,384

  • 2a · Program service revenue: EDUCATION

    total $472,639 · related or exempt $472,639

  • 3 · Investment income

    total $111,048 · excluded $111,048

  • 10a · Gross sales of inventory

    $956,469

  • 10b · Cost of goods sold

    $5,410

  • 10c · Net income from sales of inventory

    total $951,059 · related or exempt $951,059

  • 11a · Other revenue: ADMIN FEE

    total $629,000 · related or exempt $75,000 · unrelated business $554,000

  • 11b · Other revenue: EARNINGS (LOSS) FROM RELATED ENTI

    total $119,684 · related or exempt $119,684

  • 11c · Other revenue: TENANT SCREENING

    total $59,546 · unrelated business $59,546

  • 11d · All other revenue

    total $46,935 · related or exempt $154 · unrelated business $46,781

  • 11e · Other revenue, total

    $855,165

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $350,284

  • 5 · Compensation of officers, directors and key employees

    total $2,111,481

  • 7 · Other salaries and wages

    total $3,388,423

  • 11b · Fees: legal

    total $203,179

  • 11c · Fees: accounting

    total $44,756

  • 11d · Fees: lobbying

    total $89,500

  • 11g · Fees: other

    total $864,509

  • 13 · Office expenses

    total $22,215

  • 16 · Occupancy

    total $433,789

  • 17 · Travel

    total $54,661

  • 19 · Conferences, conventions and meetings

    total $24,096

  • 22 · Depreciation, depletion and amortization

    total $13,921

  • 23 · Insurance

    total $34,280

  • 24a · Other expenses: UBIT

    total -$3,600

  • 24b · Other expenses: PAC EXPENDITURES

    total $1,243,787

  • 24c · Other expenses: DATABASE LICENSES

    total $303,226

  • 24d · Other expenses: BANK PROCESSING FEES

    total $152,057

  • 24e · All other expenses

    total $454,159

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,627,375 · end of year $2,751,607

  • 2 · Savings and temporary cash investments

    beginning of year $7,324,708 · end of year $7,959,068

  • 4 · Accounts receivable

    beginning of year $249,577 · end of year $163,109

  • 8 · Inventories for sale or use

    beginning of year $7,571 · end of year $5,955

  • 9 · Prepaid expenses and deferred charges

    beginning of year $75,625 · end of year $44,676

  • 10a · Land, buildings and equipment: cost or other basis

    $147,269

  • 10b · Land, buildings and equipment: accumulated depreciation

    $136,031

  • 10c · Land, buildings and equipment, net

    beginning of year $17,186 · end of year $11,238

  • 15 · Other assets

    beginning of year $316,559 · end of year $1,551,280

  • 17 · Accounts payable and accrued expenses

    beginning of year $636,214 · end of year $1,823,346

  • 19 · Deferred revenue

    beginning of year $3,878,777 · end of year $3,997,507

  • 27 · Net assets without donor restrictions

    beginning of year $6,103,610 · end of year $6,666,080

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

TO REPRESENT THE ETHICAL MEMBERS OF THE RENTAL HOUSING INDUSTRY WITHIN THE STATE OF CALIFORNIA

  • EDUCATION PROGRAM: THE ASSOCIATION MAINTAINS AN ARRAY OF EDUCATIONAL COURSES (85) 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 ASSOCIATIONS EDUCATIONAL COURSES WERE UTILIZED BY MORE THAN 8,000 MEMBERS. THE ASSOCIATION ALSO OFFERED A MANAGEMENT CERTIFICATION PROGRAM THAT CONTRIBUTES TO GREATER PROFESSIONALISM WITHIN THE RENTAL HOUSING AND APARTMENT INDUSTRY. 350 MEMBERS COMPLETED THE CERTIFICATION PROGRAM AND ARE CERTIFIED BY THE ASSOCIATION.

  • COMMUNICATION AND MEMBERS SERVICES: THE ASSOCIATION PROVIDED EXTENSIVE COMPLIANCE GUIDANCE REGARDING THE MANAGEMENT AND OWNERSHIP OF RESIDENTIAL RENTAL PROPERTY, INCLUDING: CALIFORNIA SPECIFIC "STANDARD OPERATIONAL FORMS" (270), THE "CALIFORNIA MANAGING RENTAL HOUSING REFERENCE BOOK", AN ARRAY OF COMPLIANCE PAPERS (175), 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 2,000,000 VISITS TO ITS COMPLIANCE PAGE IN 2022.

  • 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.

As filed on the 2022 return.

Listed in Part VII

  • Thomas K Bannon

    CEO

    Total calculated
    $495,069
    From this org
    $470,202
    From related orgs
    $0
    Other
    $24,867
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $465,003
    Bonus
    $0
    Other
    $5,199
    Deferred
    $15,250
    Nontaxable benefits
    $9,617
    Filer's total
    $495,069
  • Debra Carlton

    EVP STATE GOV'T AFFAIRS

    Total calculated
    $335,464
    From this org
    $310,675
    From related orgs
    $0
    Other
    $24,789
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $310,675
    Bonus
    $0
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $9,539
    Filer's total
    $335,464
  • Joshua Howard

    EXECUTIVE VP LOCAL PUBLIC

    Total calculated
    $324,344
    From this org
    $299,243
    From related orgs
    $0
    Other
    $25,101
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,243
    Bonus
    $0
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $9,851
    Filer's total
    $324,344
  • Tony Bui

    SVP STATE PUBLIC AFFAIRS

    Total calculated
    $316,205
    From this org
    $291,761
    From related orgs
    $0
    Other
    $24,444
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $291,761
    Bonus
    $0
    Other
    $0
    Deferred
    $14,593
    Nontaxable benefits
    $9,851
    Filer's total
    $316,205
  • Kevin Pellegrino

    SVP MEMBERSHIP/OPERATIONS

    Total calculated
    $246,323
    From this org
    $226,627
    From related orgs
    $0
    Other
    $19,696
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,627
    Bonus
    $0
    Other
    $0
    Deferred
    $11,558
    Nontaxable benefits
    $8,138
    Filer's total
    $246,323
  • Victor Cao

    SENIOR VP PUBLIC AFFAIRS

    Total calculated
    $227,434
    From this org
    $206,938
    From related orgs
    $0
    Other
    $20,496
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,938
    Bonus
    $0
    Other
    $0
    Deferred
    $10,739
    Nontaxable benefits
    $9,757
    Filer's total
    $227,434
  • Frederick Sutton

    SENIOR VP PUBLIC AFFAIRS

    Total calculated
    $217,978
    From this org
    $197,346
    From related orgs
    $0
    Other
    $20,632
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,346
    Bonus
    $0
    Other
    $0
    Deferred
    $10,827
    Nontaxable benefits
    $9,805
    Filer's total
    $217,978
  • Whitney Prout

    COMPLIANCE COUNCIL

    Total calculated
    $207,611
    From this org
    $188,608
    From related orgs
    $0
    Other
    $19,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,608
    Bonus
    $0
    Other
    $0
    Deferred
    $9,481
    Nontaxable benefits
    $9,522
    Filer's total
    $207,611
  • Anil Babbar

    VP PUBLIC AFFAIRS

    Total calculated
    $192,878
    From this org
    $183,195
    From related orgs
    $0
    Other
    $9,683
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,195
    Bonus
    $0
    Other
    $0
    Deferred
    $9,160
    Nontaxable benefits
    $523
    Filer's total
    $192,878
  • Mallory Homewood

    COMPLIANCE COUNCIL

    Total calculated
    $200,190
    From this org
    $181,451
    From related orgs
    $0
    Other
    $18,739
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,451
    Bonus
    $0
    Other
    $0
    Deferred
    $9,078
    Nontaxable benefits
    $9,661
    Filer's total
    $200,190
  • Embert Madison

    COMPLIANCE COUNCIL

    Total calculated
    $193,206
    From this org
    $176,182
    From related orgs
    $0
    Other
    $17,024
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,182
    Bonus
    $0
    Other
    $0
    Deferred
    $8,828
    Nontaxable benefits
    $8,196
    Filer's total
    $193,206
  • Laura Meadows

    CONTROLLER

    Total calculated
    $186,465
    From this org
    $168,543
    From related orgs
    $0
    Other
    $17,922
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,543
    Bonus
    $0
    Other
    $0
    Deferred
    $8,429
    Nontaxable benefits
    $9,493
    Filer's total
    $186,465
  • Adam Goldfarb

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5 + 2 related
  • Cynthia Wray

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Bradley Johnson

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Dana David

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • Barry Altshuler

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Eric Andresen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jeff Bailey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Keith Becker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Debbie Coombs To 52022

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Eudy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Brian Gagan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ronald Granville

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Elif Kimyacioglu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Anna Kramer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joshua Labarge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joseph Lawton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Susie Lein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jake Manaster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Marj Mancuso

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Millham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Michael Pierce

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Carter Powell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Teresa Prestwood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Craig Rooney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Bruce Rueppel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Chris Scroggin To 42022

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Patti Shwayder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Thomas Silva

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Doug Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Daniel Tenenbaum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Marc Treitler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Christopher Van Ens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • CALIFORNIA APARTMENT ASSOCIATION PAC

    527 · STATE AND LOCAL ELECTION ACTIVITY · CA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CALIFORNIA RENTAL HOUSING SERVICES CORPORATION

    C · ASSOCIATION MANAGEMENT · CA · 100% owned · share of income -$2,690 · share of assets $425,048 · controlled entity

    Directly controlled by CALIFORNIA APARTMENT ASSOCIATION

  • CAA RENTAL HOUSING INSURANCE BROKERS INC

    C · BROKERS INSURANCE · CA · 100% owned · share of income $122,374 · share of assets $454,762 · controlled entity

    Directly controlled by CALIFORNIA RENTAL HOUSING SERVICES CORPORATION

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202313179349302891

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