2014-11-10T12:24:57-06:00 2013-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 990 2013-01-01 530191129 NATIONAL APARTMENT ASSOCIATION NATI 7035186141 4300 WILSON BLVD NO 400 ARLINGTON VA 22203 DOUGLAS S CULKIN PRESIDENT & CEO 7035186141 2014-11-10 1 FRANK H SMITH P00639053 2028225000 2014-10-29 2013 2015-11-30 17:44:51Z DOUGLAS S CULKIN 4300 WILSON BLVD NO 400 ARLINGTON VA 22203 27951773 0 X WWW.NAAHQ.ORG X 1939 VA TO BETTER SERVE THE RENTAL HOUSING NEEDS OF THE PUBLIC. 37 36 71 500 2382117 -3186 0 0 17564361 17137502 181334 471934 481997 2638173 18227692 20247609 90326 43182 0 0 5810349 6364136 0 0 0 11980254 13954919 17880929 20362237 346763 -114628 15353597 15922241 6239909 7138376 9113688 8783865 THE NATIONAL APARTMENT ASSOCIATION (NAA) SERVES THE INTERESTS OF MULTIFAMILY HOUSING OWNERS, MANAGERS, DEVELOPERS AND SUPPLIERS, AND PROMOTES A HIGH LEVEL OF PROFESSIONALISM IN MULTIFAMILY INDUSTRY TO BETTER SERVE THE RENTAL HOUSING NEEDS OF THE PUBLIC. 0 0 MEETINGS AND EXPOSITION - INTERACTION WITH NATIONAL MEMBERSHIP THROUGH INDUSTRY MEETINGS, AS WELL AS VISITS TO STATE AND LOCAL AFFILIATES. COMMUNICATIONS - PUBLICATIONS, NEWSLETTERS AND OTHER INFORMATION SOURCES PROVIDED TO MEMBERS TO BROADEN THEIR KNOWLEDGE AND ADVANCE THE INDUSTRY. GOVERNMENT AFFAIRS - NAA PROTECTS AND REPRESENTS OUR MEMBERS' INTERESTS WITH REGARD TO LEGISLATIVE AND REGULATORY ISSUES AT THE FEDERAL GOVERNMENT LEVEL. NAA MONITORS LEGISLATION AND REGULATIONS IN ALL 50 STATES AND SHARES THAT INFORMATION WITH OUR LOCAL AND STATE AFFILIATE STAFF. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 107 0 1 71 1 1 1 0 0 0 0 0 X 37 36 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 VA X X MELISSA CECCHINE 7037970604 4300 WILSON BLVD NO 400 ARLINGTON VA 22203 ALEXANDRA JACKIW CAPS CPM CHAIRMAN 5.00 0.00 X X 0 0 0 BRAD WILLIAMS CPM CHAIRMAN ELECT 5.00 0.00 X X 0 0 0 THOMAS BEATON CPM VICE CHAIRMAN 5.00 0.00 X X 0 0 0 MARC M ROSS TREASURER 5.00 0.00 X X 0 0 0 CYNTHIA CLARE CPM SECRETARY 5.00 0.00 X X 0 0 0 JERRY C WILKINSON CCIM IMMEDIATE PAST CHAIRMAN 5.00 0.00 X X 0 0 0 GREG J LOZINAK BOARD MEMBER-AT-LARGE 5.00 0.00 X 0 0 0 TOM SLOAN BOARD MEMBER-AT-LARGE 5.00 0.00 X 0 0 0 BRIAN CHASE REGION I VICE PRESIDENT 5.00 0.00 X 0 0 0 RONDA PURYEAR REGION I VICE PRESIDENT 5.00 0.00 X 0 0 0 GUNTRAM WEISSENBERGER REGION I VICE PRESIDENT 5.00 0.00 X 0 0 0 MICHAEL BEIRNE REGION II VICE PRESIDENT 5.00 0.00 X 0 0 0 RICHARD HENKEN REGION II VICE PRESIDENT 5.00 0.00 X 0 0 0 DON BRUNNER REGION III VICE PRESIDENT 5.00 0.00 X 0 0 0 CINDY KOEHLER CPM REGION III VICE PRESIDENT 5.00 0.00 X 0 0 0 DIANA PITTRO ARM REGION III VICE PRESIDENT 5.00 0.00 X 0 0 0 DAVID A HIRSCH CAM REGION IV VICE PRESIDENT 5.00 0.00 X 0 0 0 MICHAEL HOLMES REGION IV VICE PRESIDENT 5.00 0.00 X 0 0 0 LINDA H PAGE CPM ARM REGION IV VICE PRESIDENT 5.00 0.00 X 0 0 0 SCOTT WILKERSON CPA REGION IV VICE PRESIDENT 5.00 0.00 X 0 0 0 JEANNETTE COX CAPS REGION V VICE PRESIDENT 5.00 0.00 X 0 0 0 GARY W WILSON CAM REGION V VICE PRESIDENT 5.00 0.00 X 0 0 0 GARY BLUMBERG REGION VI VICE PRESIDENT 5.00 0.00 X 0 0 0 MICHAEL CLARK REGION VI VICE PRESIDENT 5.00 0.00 X 0 0 0 JEFFERY F LOWRY CAPS REGION VI VICE PRESIDENT 5.00 0.00 X 0 0 0 JOHN RIDGWAY CPM REGION VI VICE PRESIDENT 5.00 0.00 X 0 0 0 MIKE CLOW CPM REGION VII VICE PRESIDENT 5.00 0.00 X 0 0 0 BRET HOLMES REGION VII VICE PRESIDENT 5.00 0.00 X 0 0 0 TERRY SIMONE REGION VIII VICE PRESIDENT 5.00 0.00 X 0 0 0 GLORIA FROERER REGION VIII VICE PRESIDENT 5.00 0.00 X 0 0 0 KELLIE ELENA JACKSON CAM CPM REGION IX VICE PRESIDENT 5.00 0.00 X 0 0 0 SUSAN TRUESDALE REGION IX VICE PRESIDENT 5.00 0.00 X 0 0 0 FRANK BAREFIELD CPA CFA REGION IX VICE PRESIDENT 5.00 0.00 X 0 0 0 MALCOLM BENNETT REGION X VICE PRESIDENT 5.00 0.00 X 0 0 0 RICHARD A SNYDER CPM REGION X VICE PRESIDENT 5.00 0.00 X 0 0 0 DAVE SCHWEHM NSC CHAIR 5.00 0.00 X 0 0 0 DOUGLAS S CULKIN PRESIDENT & CEO 37.50 0.00 X X 668743 0 39256 MELISSA R CECCHINE CFO 37.50 0.00 X 184672 0 16890 ROBERT PINNEGAR EXECUTIVE VP & COO 37.50 0.00 X 276932 0 21418 GREGORY BROWN SENIOR VP OF GOVERNMENT 37.50 0.00 X 261959 0 21974 JEREMY FIGOTEN SENIOR VP OF MEETINGS/COMMUN. 37.50 0.00 X 223249 0 12046 MARGARET CORE DIRECTOR OF SALES 37.50 0.00 X 221206 0 27482 KAREN GOGGIN VP OF GOVERNANCE 37.50 0.00 X 171475 0 10450 SCOT HAISLIP AVP OF LEASE 37.50 0.00 X 142334 0 16075 2150570 0 165591 7 0 1 0 JOHN MCDERMOTT 4300 WILSON BLVD ARLINGTON VA 22203 LEGAL SERVICES 208300 IDEAS COMMUNICATED LLC 345 CHURCH ST NE VIENNA VA 22180 DESIGN SERVICES 177784 2 MEETINGS & EXPOSITION 541800 7831863 4789478 84435 2957950 NATIONAL LEASE PROGRAM 900099 4672084 4672084 MEMBERSHIP DUES 900099 4070135 4070135 MAINTENANCE MANIA 900099 301750 301750 GOVERNMENT AFFAIRS 900099 161127 161127 100543 100543 17137502 374392 374392 98467 98467 7801706 7704164 97542 97542 97542 ADVERTISING 541800 2297682 2297682 SUBLEASE INCOME 900099 80189 80189 REIMBURSEMENTS 900099 60000 60000 101835 101835 2539706 20247609 14095117 2382117 3770375 30000 13182 1207911 4259132 123466 419916 353711 293579 26280 77273 82598 472740 1176878 848940 230997 895729 647607 2699436 137946 99706 NATIONL LEASE PRGM 2531117 PRINTING/PUBLICATIONS 1094515 NMHC FEE 875000 CATERING 854922 909656 20362237 322838 397409 0 1610526 524011 548342 1314 1211 1111659 908053 1247546 785884 267378 461662 13008542 11245985 315022 117855 434031 15353597 15922241 1754228 1997512 4069364 4517565 416317 623299 6239909 7138376 X 9113688 8783865 9113688 8783865 15353597 15922241 -114628 -215195 0 X 0 1 X 1 0 NATIONAL APARTMENT ASSOCIATION POLITICAL ACTION COMMITTEE 4300 WILSON BLVD ARLINGTON VA 22202 900045653 20021 0 0 1 4070135 630000 -189154 440846 1098936 -658090 73064 34492 38572 613654 407396 206258 560828 343996 216832 461662 DEFERRED LEASE OBLIGATION 287490 DUE TO AFFILIATES 23042 DEFERRED COMPENSATION LIABILITY 289857 SECURITY DEPOSITS 22910 623299 X PART X, LINE 2: NAA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 0 ROSEANN SDOIA RECOVERY FUND 1168 LONEVIEW AVE DRACUT MA 01826 N/A 10000 BOSTON MARATHON BOMB VICTIM WEEKS FAMILY MEMORIAL FUND PO BOX 177 PARROTT VA 24132 N/A 10000 MEMORIAL FUND FOR DAUGHTER WHO LOST HER PARENTS IN MOTORCYCLE ACCIDENT. 0 2 CAPITOL CONFERENCE SCHOLARSHIPS 3 13182 X X X X 0 1 0 DOUGLAS S CULKIN PRESIDENT & CEO 523942 0 125000 0 19801 0 12750 0 26506 0 707999 0 0 0 MELISSA R CECCHINE CFO 163805 0 20000 0 867 0 8232 0 8658 0 201562 0 0 0 ROBERT PINNEGAR EXECUTIVE VP & COO 245753 0 30000 0 1179 0 12240 0 9178 0 298350 0 0 0 GREGORY BROWN SENIOR VP OF GOVERNMENT 233747 0 27500 0 712 0 11783 0 10191 0 283933 0 0 0 JEREMY FIGOTEN SENIOR VP OF MEETINGS/COMMUN. 179838 0 42500 0 911 0 8221 0 3825 0 235295 0 0 0 MARGARET CORE DIRECTOR OF SALES 168500 0 51916 0 790 0 8173 0 19309 0 248688 0 0 0 KAREN GOGGIN VP OF GOVERNANCE 138313 0 23000 0 10162 0 7095 0 3355 0 181925 0 0 0 SCOT HAISLIP AVP OF LEASE 133097 0 9000 0 237 0 6750 0 9325 0 158409 0 0 0 PART I, LINE 4B PRESIDENT & CEO, DOUGLAS S. CULKIN, PARTICPATES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN 457(F). 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 OWNERES, 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 ONE REGIONAL VICE PRESIDENT WHO WILL BE A VOTING MEMBER OF THE BOARD. 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 BYLAW CHANGES, REGIONAL RESPRESNTATION, AND BUDGETS ARE ALL SUBJECT TO APPROVAL BY THE NATIONAL ASSEMBLY OF DELEGATES. FORM 990, PART VI, SECTION B, LINE 11 NAA HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FEDERAL FORM 990. UPON SUBMISSION OF THE DRAFT, THE FEDERAL FORM 990 IS REVIEWED BY THE PRESIDENT & CEO AND THE CFO. THE FEDERAL FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE OF NAA AFTER 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. 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 THE OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT AND THE COO UPON ANNUAL REVIEW. ANNUAL REVIEWS ARE SIGNED BY BOTH THE EMPLOYEE AND THE SUPERVISOR AND THEN RECOMMENDATION APPROVED BY THE COO AND THE PRESIDENT. AN OUTSIDE CONSULTANT REGULARLY REVIEWS COMPENSATION OF KEY STAFF WITH COMPARABLE EXTERNAL ASSOCIATIONS/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. NATIONAL APARTMENT ASSOCIATION EDUCATION INSTITUTE 4300 WILSON BLVD ARLINGTON VA 22202 521508111 TO PROVIDE BROAD-BASED EDUCATION TO DEVELOP THE APARTMENT INDUSTRY VA 501(C)(3) LINE 11A, I NATIONAL APARTMENT ASSOCIATION 1 NATIONAL APARTMENT ASSOCIATION POLITICAL ACTION COMMITTEE 4300 WILSON BLVD ARLINGTON VA 22202 900045653 TO FUND POLITICAL CAMPAIGNS VA 527 N/A NATIONAL APARTMENT ASSOCIATION 1 NAAEI CENTER FOR CREDENTIALING 4300 WILSON BLVD ARLINGTON VA 22202 800932350 CREDENTIALING ACTIVITIES VA 501(C)(6) N/A NATIONAL APARTMENT ASSOCIATION 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 NATIONAL APARTMENT ASSOCIATION EDUCATION INSTITUTE J 60000 FMV NATIONAL APARTMENT ASSOCIATION EDUCATION INSTITUTE Q 960396 FMV