2023-05-12T12:15:25-05:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-01-01 530191129 NATIONAL APARTMENT ASSOCIATION NATI 7035186141 4300 WILSON BOULEVARD 800 ARLINGTON VA 22203 LARISSA TEELUCKSINGH SVP, FINANCE 7035186141 2023-05-12 1 LARISSA TEELUCKSINGH XXX-XX-XXXX 1 AARON M FOX P01365820 2022274000 2023-05-12 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT PINNEGAR CAE 4300 WILSON BOULEVARD 800 ARLINGTON VA 22203 45346371 0 X WWW.NAAHQ.ORG X 1939 VA TO SERVE AS A TRUSTED, PRE-EMINENT RESOURCE FOR ALL STAKEHOLDERS IN THE RENTAL HOUSING INDUSTRY THROUGH ADVOCACY, EDUCATION, AND COLLABORATION. 28 28 139 620 3025558 0 94325 15454 30160744 37077939 496031 749136 3721767 3378968 34472867 41221497 0 500 0 0 11487757 13511642 0 0 0 20911757 24537271 32399514 38049413 2073353 3172084 36578270 35964131 25252627 25180988 11325643 10783143 THE NATIONAL APARTMENT ASSOCIATION (NAA) SERVES THE INTERESTS OF MULTIFAMILY HOUSING OWNERS, MANAGERS, DEVELOPERS, AND SUPPLIERS, AND PROMOTES A HIGH LEVEL OF PROFESSIONALISM IN THE MULTIFAMILY INDUSTRY TO BETTER SERVE THE RENTAL HOUSING NEED OF THE PUBLIC. 0 0 NATIONAL LEASE PROGRAM THE NAA CLICK & LEASE IS A WEB-BASED LEASING PROGRAM. THIS LEASING PROGRAM ALLOWS AN APARTMENT COMMUNITY TO SAVE TIME AND MONEY BY SPEEDING UP THE PREPARATION AND PRINTING OF LEGAL DOCUMENTS. IN ADDITION TO PROVIDING GREATER EFFICIENCY TO THE ONSITE LEASING PROCESS, PROSPECTIVE RESIDENTS MAY FILL OUT A RENTAL APPLICATION ONLINE AND PROPERTY MANAGERS MAY AUDIT AND EDIT ENTIRE PORTFOLIOS OF LEASES WITH A FEW MOUSE CLICKS. MEETINGS AND EXPOSITIONS INTERACTION WITH NATIONAL MEMBERSHIPS THROUGH INDUSTRY MEETINGS, AS WELL AS VISITS TO STATE AND LOCAL AFFILIATES. GOVERNMENT AFFAIRS NAA PARTNERS WITH NATIONAL MULTIFAMILY HOUSING COUNCIL (NMHC) TO ADVOCATE FOR A SUPPORTIVE LEGISLATIVE AND REGULATORY CLIMATE TO PROTECT BUSINESSES. AT THE STATE AND LOCAL LEVELS, NAA ANALYZES LEGISLATION, CONDUCTS RESEARCH, AND PROVIDES RESOURCES TO HELP BUILD MEMBERS' STRENGTH AND INFLUENCE. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 84 0 1 139 1 1 1 0 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 VA X X LARISSA TEELUCKSINGH 7035186141 4300 WILSON BLVD SUITE 800 ARLINGTON VA 22203 ROBERT PINNEGAR CAE CHIEF EXECUTIVE OFFICER 37.50 12.50 X 525577 0 58755 GREGORY BROWN SENIOR VP, GOVERNMENT AFFAIRS 37.50 X 325756 0 43489 AMY GROFF CPM CHIEF OPERATING OFFICER 37.50 5.00 X 312177 0 46739 NANCY CARBONE SENIOR VP, HR & ADMINISTRATION 37.50 X 214133 0 43419 REBECCA SULLIVAN SENIOR VP STRATEGIC COMMUNICATIONS 37.50 X 215091 0 40370 JOSHUA GOLD SR. VP, MEMBER & AFFILIATE SVCS. 37.50 X 210102 0 30982 PAULA MUNGER AVP, INDUSTRY RESEARCH & ANALYSIS 37.50 X 198217 0 39581 LARISSA TEELUCKSINGH CPA SENIOR VP, FINANCE 37.50 5.00 X 199010 0 26284 AYIESHA BEVERLY GENERAL COUNSEL 37.50 X 198004 0 19465 RON SKINNER SENIOR VP, BUSINESS DEVELOPMENT 37.50 X 202241 0 13909 JAMES WILSON AVP, POLITICAL AFFAIRS 37.50 X 171406 0 40916 CAMALA KOVALICK AVP, BUSINESS EXCELLENCE 37.50 X 183255 0 25280 ELIZABETH AMBACHER VP, MEETINGS & EXPOSITIONS 37.50 X 174635 0 23456 JASON LYNN DIRECTOR, FED. LEGISLATIVE AFFAIRS 37.50 X 180640 0 12810 DON BRUNNER CHAIR 5.00 X X 0 0 0 RONDA PURYEAR CAM CPM CHAIR-ELECT 5.00 2.00 X X 0 0 0 RICK SNYDER CPM VICE CHAIR 5.00 5.00 X X 0 0 0 ALAN KING CPM TREASURER 5.00 X X 0 0 0 CHRIS BURNS CAM CAPS SECRETARY 5.00 2.00 X X 0 0 0 RICK GRAF CPM PAST CHAIR 5.00 X 0 0 0 JOANNA ZABRISKIE BOARD MEMBER AT LARGE 2.00 X 0 0 0 HUGH COBB BOARD MEMBER AT LARGE 2.00 X 0 0 0 TOM SLOAN BOARD MEMBER AT LARGE 2.00 X 0 0 0 DAVE BRACKETT BOARD MEMBER AT LARGE 2.00 X 0 0 0 JAY LOPEMAN NSC CHAIR 2.00 2.00 X 0 0 0 BRIAN CHASE REGIONAL VP - REGION 1 2.00 X 0 0 0 GUNTI WEISSENBERGER REGIONAL VP - REGION 1 2.00 X 0 0 0 LYNN BORA REGIONAL VP - REGION 2 2.00 X 0 0 0 STEVE RAPPIN REGIONAL VP - REGION 3 2.00 X 0 0 0 KRISTIE ARNST REGIONAL VP - REGION 3 2.00 2.00 X 0 0 0 BRETT DUKE REGIONAL VP - REGION 4 2.00 X 0 0 0 CHRIS CARTER REGIONAL VP - REGION 4 2.00 X 0 0 0 SUSAN PASSMORE CAM CAPS REGIONAL VP - REGION 4 2.00 X 0 0 0 STEVE LIGHTNER CAM REGIONAL VP - REGION 5 2.00 X 0 0 0 TRACY HALL CAPS CPM REGIONAL VP - REGION 6 2.00 X 0 0 0 JAY PARMELEE CPM REGIONAL VP - REGION 6 2.00 X 0 0 0 JACKIE RHONE CAPS CPM REGIONAL VP - REGION 6 2.00 2.00 X 0 0 0 GREG CERBANA REGIONAL VP - REGION 7 2.00 5.00 X 0 0 0 PETER HARRADINE REGIONAL VP - REGION 8 2.00 X 0 0 0 KELLIE JACKSON CAM CPM REGIONAL VP - REGION 9 2.00 X 0 0 0 BONNIE SMETZER CMP HCCP REGIONAL VP - REGION 9 2.00 X 0 0 0 CURT KNABE REGIONAL VP - REGION 10 2.00 X 0 0 0 3310244 0 465455 28 0 1 0 SME ENTERTAINMENT GROUP LLC 11640 SAN VICENTE BLVD 204 LOS ANGELES CA 90049 SPEAKER SERVICES 738750 NEXXT SHOW EXPOSITION SERVICES LLC 645 LINN STREET CINCINNATI OH 45203 EXHIBITOR SERVICES 380807 REAL STRATEGY GROUP LLC 2801 CENTERVILLE RD 1ST FL PMB 81 WILMINGTON DE 19808 ADVOCACY CONSULTING SERVICES 333724 PORTERFIELD FETTIG & SEARS LLC 400 N CAPITOL ST NW 363 WASHINGTON DC 20001 GOVERNMENT RELATIONS CONSULTING 227500 DISTRICT MARKETING GROUP PO BOX 2789 SPRINGFIELD VA 22152 MARKETING SERVICES 197279 8 15454 15454 LEASE PROGRAM FEES 900099 15998389 15998389 MEETINGS & EXPOSITIONS 900099 13149964 7470604 66255 5613105 MEMBERSHIP DUES 900099 6710261 6710261 SPONSORSHIPS 900099 669605 669605 OTHER PROGRAMS 900099 549720 549720 37077939 421909 421909 4449893 4122666 327227 327227 327227 7369 2208 5161 5161 ADVERTISING 900004 2959303 2959303 MISCELLANEOUS & OTHER 900099 234294 234294 LIST RENTAL 900099 146400 146400 33810 33810 3373807 41221497 30734135 3025558 7446350 500 2725503 8435816 299670 1290858 759795 357244 55166 46434 2245734 385126 1300755 14580 830560 831385 6484441 886598 327833 LICENSING FEES 7644014 NAA NMHC FEE 915000 EQUIPMENT MAINTENANCE 697039 PRINTING & PUBLICATIONS 517058 998304 38049413 303651 2672402 175997 341439 3125526 2760456 1202 1202 3904187 5193491 6776518 3877354 3543163 2899164 20595100 17405279 39668 41296 4889776 4649402 36578270 35964131 3302488 3956736 11464684 12740031 2700000 1400000 7785455 7084221 25252627 25180988 X 11325643 10783143 11325643 10783143 36578270 35964131 3172084 -3714584 0 X 0 1 X 1 0 0 0 1 6710261 1392043 -416277 975766 1006539 -30773 3006045 1093107 1912938 397629 258868 138761 3372844 2525379 847465 2899164 RIGHT OF USE ASSET 4172675 DEFERRED COMPENSATION INVESTMENTS 215256 DUE FROM AFFILIATES 205208 DEPOSITS 56263 4649402 FUTURE LEASE OBLIGATION 6866312 DEFERRED COMPENSATION LIABILITY 215256 DUE TO AFFILIATES 2653 7084221 X PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X 0 0 0 ROBERT PINNEGAR CAE CHIEF EXECUTIVE OFFICER 524313 0 0 0 1264 0 35750 0 23005 0 584332 0 0 0 GREGORY BROWN SENIOR VP, GOVERNMENT AFFAIRS 325756 0 0 0 0 0 10963 0 32526 0 369245 0 0 0 AMY GROFF CPM CHIEF OPERATING OFFICER 312177 0 0 0 0 0 14933 0 31806 0 358916 0 0 0 NANCY CARBONE SENIOR VP, HR & ADMINISTRATION 214133 0 0 0 0 0 11132 0 32287 0 257552 0 0 0 REBECCA SULLIVAN SENIOR VP STRATEGIC COMMUNICATIONS 215091 0 0 0 0 0 10668 0 29702 0 255461 0 0 0 JOSHUA GOLD SR. VP, MEMBER & AFFILIATE SVCS. 210102 0 0 0 0 0 10667 0 20315 0 241084 0 0 0 PAULA MUNGER AVP, INDUSTRY RESEARCH & ANALYSIS 198217 0 0 0 0 0 9964 0 29617 0 237798 0 0 0 LARISSA TEELUCKSINGH CPA SENIOR VP, FINANCE 199010 0 0 0 0 0 9950 0 16334 0 225294 0 0 0 AYIESHA BEVERLY GENERAL COUNSEL 198004 0 0 0 0 0 3600 0 15865 0 217469 0 0 0 RON SKINNER SENIOR VP, BUSINESS DEVELOPMENT 202241 0 0 0 0 0 9983 0 3926 0 216150 0 0 0 JAMES WILSON AVP, POLITICAL AFFAIRS 171406 0 0 0 0 0 8932 0 31984 0 212322 0 0 0 CAMALA KOVALICK AVP, BUSINESS EXCELLENCE 183255 0 0 0 0 0 9047 0 16233 0 208535 0 0 0 ELIZABETH AMBACHER VP, MEETINGS & EXPOSITIONS 174635 0 0 0 0 0 8804 0 14652 0 198091 0 0 0 JASON LYNN DIRECTOR, FED. LEGISLATIVE AFFAIRS 180640 0 0 0 0 0 9002 0 3808 0 193450 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THERE ARE FOUR CATEGORIES OF MEMBERSHIP: INDUSTRY MEMBERS INCLUDE OWNERS, DEVELOPERS, AND PROPERTY MANAGERS. THESE MEMBERS ARE VOTING MEMBERS OF THEIR LOCAL AFFILIATE AND CAN BECOME DELEGATES TO THE NATIONAL ASSEMBLY OF DELEGATES. DIRECT MEMBERS ALSO INCLUDE OWNERS, DEVELOPERS, AND PROPERTY MANAGERS WHO DO BUSINESS IN AN AREA OF THE COUNTRY NOT COVERED BY AN AFFILIATE ORGANIZATION. THESE MEMBERS CANNOT BE DELEGATES TO THE NATIONAL ASSEMBLY OF DELEGATES. ASSOCIATE MEMBERS ARE SUPPLIERS. THESE MEMBERS CANNOT BE DELEGATES TO THE NATIONAL ASSEMBLY OF DELEGATES. OWNER MEMBERS PAY DUES ON FORMULA BASED UPON THE NUMBER OF APARTMENT UNITS OWNED OR MANAGED. FORM 990, PART VI, SECTION A, LINE 7A THE AFFILIATED LOCAL AND STATE ASSOCIATIONS OF NAA ARE DIVIDED INTO REGIONS. THE REGIONS MAY BE CHANGED TO FIT CHANGING PATTERNS OF MEMBERSHIP. EACH REGION ELECTS THE REGIONAL VICE PRESIDENT, WHO WILL BE A VOTING MEMBER OF THE BOARD OF DIRECTORS. THE ASSEMBLY OF DELEGATES ARE MEMBERS OR STAFF OF AFFILIATED ASSOCIATIONS IN GOOD STANDING. THE ASSEMBLY OF DELEGATES ELECT THE OFFICERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B BYLAWS CHANGES, REGIONAL REPRESENTATION, AND BUDGETS ARE ALL SUBJECT TO APPROVAL BY THE NATIONAL ASSEMBLY OF DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B NAA HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FEDERAL FORM 990. UPON SUBMISSION, THE DRAFT FEDERAL FORM 990 IS REVIEWED BY THE PRESIDENT & CEO AND THE CHIEF OPERATING OFFICER. THE DRAFT FEDERAL FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF NAA PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C NAA HAS A CONFLICT-OF-INTEREST POLICY WHICH IS GIVEN AND SIGNED WHEN AN EMPLOYEE IS HIRED AND THEN ON AN ANNUAL BASIS THIS IS DISTRIBUTED TO ALL STAFF FOR THEIR SIGNATURES. CONFLICT OF INTEREST MAY OCCUR WHEN NAA ENTERS INTO TRANSACTIONS WITH EITHER NON-PROFIT ORGANIZATIONS OR FOR-PROFIT ENTERPRISES. TO AVOID ACTUAL, POTENTIAL, OR EVEN THE APPEARANCE OF CONFLICTS OF INTEREST, PERSONS SUBJECT TO THE POLICY SHOULD DISCLOSE ANY CONNECTION OR RELATIONSHIP WITH ORGANIZATIONS OR ENTERPRISES DOING BUSINESS WITH NAA AND THE OTHER ORGANIZATION OR ENTERPRISE. THE MERE EXISTENCE OF A CONNECTION OR RELATIONSHIP SHALL NOT PREVENT A TRANSACTION FROM TAKING PLACE, HOWEVER, SO LONG AS (I) THE RELATIONSHIP IS DISCLOSED, (II) DISINTERESTED INDIVIDUALS MAKE THE NECESSARY DECISIONS, AND (III) THE TERMS OF THE TRANSACTION ARE FAIR AND REASONABLY COMPARABLE TO THOSE AVAILABLE IN OTHER COMMERCIAL TRANSACTIONS WHERE THE PARTIES ARE ENTIRELY INDEPENDENT OF ONE ANOTHER. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT IS DETERMINED BY MEMBERS OF THE EXECUTIVE COMMITTEE AT THE ANNUAL REVIEW. THE SALARY OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT AND THE COO UPON ANNUAL REVIEW. ANNUAL REVIEWS ARE SIGNED BOTH BY THE EMPLOYEE AND THE SUPERVISOR AND THE RECOMMENDATION IS APPROVED BY THE COO AND THE PRESIDENT. AN OUTSIDE CONSULTANT REGULARLY REVIEWS COMPENSATION OF KEY STAFF WITH COMPARABLE EXTERNAL ASSOCIATION/POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 NAA MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. NAA SERVICES LLC 4300 WILSON BOULEVARD SUITE 800 ARLINGTON VA 22203 843100565 TO DELIVER LEASE FORMS AND OTHER OPERATIOAL PRODUCTS TO THE APARTMENT INDUST VA 16017548 7390114 NATIONAL APARTMENT ASSOCIATION NATIONAL APARTMENT ASSOCIATION EDUCATION INSTITUTE 4300 WILSON BOULEVARD SUITE 800 ARLINGTON VA 22203 521508111 TO PROVIDE BROAD-BASED EDUCATION TO DEVELOP THE APARTMENT INDUSTRY VA 501(C)(3) LINE 12A, I NATIONAL APARTMENT ASSOCIATION 1 NATIONAL APARTMENT ASSOCIATION PAC 4300 WILSON BOULEVARD SUITE 800 ARLINGTON VA 22203 900045653 TO FUND POLITICAL CAMPAIGNS VA 527 N/A NATIONAL APARTMENT ASSOCIATION 1 MULTI-FAMILY BOOK PROJECT LLC 4300 WILSON BOULEVARD SUITE 800 ARLINGTON VA 22203 464611290 BOOK PUBLISHERS VA NATIONAL APARTMENT ASSOCIATION RELATED 3898 41469 0 1 0.50000 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 NATIONAL APARTMENT ASSOCIATION EDUCATION INSTITUTE P 333738 FMV NATIONAL APARTMENT ASSOCIATION EDUCATION INSTITUTE Q 399427 FMV