Civic Intelligence

Chicagoland Apartment Association

990 • Fiscal year 2013 • EIN 36-3626780

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

557 West Randolph Street 2nd Floor60661

(312) 207-1890

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.63x

Higher debt load relative to assets than 88% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

50th percentile

0.19x

Higher debt load relative to revenue than 50% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Net Margin

62nd percentile

6.0%

Higher net margin than 62% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

62nd percentile

$164,291

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2013

Asset Growth

5th percentile

-23%

Faster asset growth than 5% of similar nonprofits.

2013 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$356,968

Down $108,811 (-23%) from 2012

Net Assets

Up

$131,626

Up $71,155 (+118%) from 2012

Liabilities

Down

$225,342

Down $179,966 (-44%) from 2012

Revenue

$1,187,160

No earlier filing loaded for comparison.

Expenses

Up

$1,116,005

Up $65,876 (+6.3%) from 2012

Net Income

$71,155

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $322,547Liabilities 2010: $287,205Net Assets 2010: $35,3422010Assets 2011: $343,869Liabilities 2011: $342,951Net Assets 2011: $9182011Assets 2012: $465,779Liabilities 2012: $405,308Net Assets 2012: $60,4712012Assets 2013: $356,968Liabilities 2013: $225,342Net Assets 2013: $131,6262013Assets 2014: $456,714Liabilities 2014: $277,931Net Assets 2014: $178,7832014Assets 2015: $396,748Liabilities 2015: $156,962Net Assets 2015: $239,7862015Assets 2016: $458,140Liabilities 2016: $128,220Net Assets 2016: $329,9202016Assets 2017: $670,383Liabilities 2017: $178,569Net Assets 2017: $491,8142017Assets 2018: $1,049,395Liabilities 2018: $284,565Net Assets 2018: $764,8302018Assets 2019: $1,253,467Liabilities 2019: $328,756Net Assets 2019: $924,7112019Assets 2020: $825,546Liabilities 2020: $230,100Net Assets 2020: $595,4462020Assets 2021: $952,786Liabilities 2021: $360,297Net Assets 2021: $592,4892021Assets 2022: $1,048,903Liabilities 2022: $331,569Net Assets 2022: $717,3342022Assets 2023: $1,124,843Liabilities 2023: $269,788Net Assets 2023: $855,0552023Assets 2024: $1,380,855Liabilities 2024: $432,459Net Assets 2024: $948,3962024

Highlighted filing

2013

Assets$356,968
Liabilities$225,342
Net Assets$131,626

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $995,4232010Expenses 2011: $1,038,4472011Expenses 2012: $1,050,1292012Revenue 2013: $1,187,160Expenses 2013: $1,116,005Net Income 2013: $71,1552013Revenue 2014: $1,046,955Expenses 2014: $999,767Net Income 2014: $47,1882014Revenue 2015: $1,325,435Expenses 2015: $1,264,432Net Income 2015: $61,0032015Revenue 2016: $1,389,712Expenses 2016: $1,299,578Net Income 2016: $90,1342016Revenue 2017: $1,561,807Expenses 2017: $1,399,913Net Income 2017: $161,8942017Revenue 2018: $1,773,227Expenses 2018: $1,507,509Net Income 2018: $265,7182018Revenue 2019: $1,685,349Expenses 2019: $1,525,468Net Income 2019: $159,8812019Revenue 2020: $1,139,418Expenses 2020: $1,468,683Net Income 2020: -$329,2652020Revenue 2021: $1,325,568Expenses 2021: $1,328,525Net Income 2021: -$2,9572021Revenue 2022: $1,815,642Expenses 2022: $1,690,797Net Income 2022: $124,8452022Revenue 2023: $2,226,832Expenses 2023: $2,089,111Net Income 2023: $137,7212023Revenue 2024: $1,904,388Expenses 2024: $1,808,822Net Income 2024: $95,5662024

Highlighted filing

2013

Revenue$1,187,160
Expenses$1,116,005
Net Income$71,155
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$1,261,294
Mission and Program Overview

Mission

Chicagoland apartment association ("caa") is a non-profit association formed to advance the rental housing industry by providing education, legislative and informational support, enabling members to operate successfully while contributing to the community around them. Caa offers educational courses related to property management, publishes a magazine, organizes an annual awards program and supports lobbying activities. Revenues are derived from member dues, program revenues and special events. Caa is an affiliate of the national apartment association ("naa"), a national advocate for quality rental housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$348,729$270,400▼ $78,329
Prepaid Expenses and Deferred Charges$18,917$39,789▲ $20,872
Accounts Receivable$86,760$37,984▼ $48,776
Land, Buildings, and Equipment, Net$11,373$8,795▼ $2,578
Total Assets$465,779$356,968▼ $108,811
Liabilities
Deferred Revenue$271,028$139,978▼ $131,050
Other Liabilities$110,671$77,225▼ $33,446
Accounts Payable and Accrued Expenses$23,609$8,139▼ $15,470
Total Liabilities$405,308$225,342▼ $179,966
Net Assets / Fund Balance
Unrestricted Net Assets$60,471$131,626▲ $71,155
Total Net Assets Fund Balance$60,471$131,626▲ $71,155
Total Liabilities and Net Assets / Fund Balance$465,779$356,968▼ $108,811

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,795$40,735$49,530
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Judith RoettigExec. Vice PFT$128,298$35,993$164,291
Judith RoettigExec. Vice President-$128,298$35,993$164,291

Board Members and Trustees

NameTitle
Greg LozinakPresident
Kellie DevilbissPresident El
Alon YonatanDirector
Bruce WechslerDirector
Cynthia PokrzywaDirector
Dan GladdenDirector
Dan WoodworthDirector
Donna MatkovicDirector
Ian BinghamDirector
Jacob SchumakerDirector
John JaegerDirector
John SeebreeDirector
Joshua KelleyDirector
Len Deering CcimDirector
Michael GlasserDirector
Renee WerschingDirector
Richard GoldsteinDirector
Ryan ShpritzDirector
Sanford KahnDirector
Sarah CarsonDirector
Carl Pettigrew2nd Vice Pre
Diana Pittro2nd Vice Pre
James CunninghamMember at La
Ron DevriesMember at La
Jerry GawlikPast Preside
Stuart HandlerSecretary
Gary LundemoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,114,214
Investment Income
$497
Other Revenue
$72,449
Change in Net Assets
$71,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$595,806
Salaries, Compensation, and Employee Benefits$520,199
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$125,009$299,323-$424,332
Conferences and Meetings$262,811--$262,811
Occupancy-$56,709-$56,709
Payroll Taxes$14,356$33,498-$47,854
Other Employee Benefits-$35,787-$35,787
All Other Expenses$6,659$21,831-$28,490
Other Expenses$45,635$18,482-$18,482
Office Expenses$3,676$10,725-$14,401
Advertising$12,963--$12,963
Pension Plan Contributions-$12,226-$12,226
Fees for Services Accounting-$11,160-$11,160
Fees for Services Legal-$6,013-$6,013
Insurance-$5,821-$5,821
Total Functional Expenses$528,873$587,132$0$1,116,005
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$146,583
Fundraising Direct Expenses$74,134
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$103,999$103,999$51,710$52,289
Event 2$42,584$42,584$22,424$20,160
Total Events$146,583$146,583$74,134$72,449
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$77,235
Total Nondeductible Lobbying and Political Cost$77,235
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Liability$50,000
Accrued Rent$27,225
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

MEMBERS

Form 990, Page 6, Part VI, Line 7A

Members elect board of directors.

Form 990, Page 6, Part VI, Line 11B

Form 990 is submitted for management and treasurer review while an electronic copy is available for all board members.

Form 990, Page 6, Part VI, Line 12C

The association's management analyzes amounts due from or to any officer, director, or member of a committee with governing board delegated powers to analyze amounts paid to or received from such person. The association's management also submits a questionnaire annually to such person with the questions designed to detect any violation of the conflict of interest policy. The management then prepares a report of its findings and presents it to the board of directors.

Form 990, Page 6, Part VI, Line 15A

Executive vice president's compensation is determined and reviewed by the board using comparative compensation studies.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

EIN
36-3626780
Phone
3122071890

Signing Officer

Name
Gary Lundemo
Title
Treasurer
Phone
3122071890
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Lozinak
Formed
1997
Legal Domicile
Il
Voting Board Members
27
Independent Board Members
27
Employees
8
Volunteers
200

Preparer

Preparer
Chad Porter
Phone
8472401040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Chicagoland apartment association ("caa") is a non-profit association formed to advance the rental housing industry by providing education, legislative and informational support, enabling members to operate successfully while contributing to the community around them. Caa offers educational courses related to property management, publishes a magazine, organizes an annual awards program and supports lobbying activities. Revenues are derived from member dues, program revenues and special events. Caa is an affiliate of the national apartment association ("naa"), a national advocate for quality rental housing.

Form 990, Page 2, Part III, Line 4D

Legislative program caas legislative program provides a strong united voice advocating on behalf of members rights under local, state and federal law. The legislative committee and board and members determine and direct caa's publicly stated position on important issues. Members determine the position and put a voice to the message. Two full time lobbyists in springfield and chicago deliver that message daily. Caa engages in coalition building to maximize impact on important issues. A coordinated legislative/pr message is delivered to the press. The caa evp monitors legislative trends - both positive and negative. Long term consistent representation is provided on recurring issues at the local,state and national level by caa and the naa/nmhc joint legislative program. Educational programs caa provides educational seminars throughout the year. The educational programs may lead to professional designations, licensing or fair housing compliance for property owners, managers, maintenance technicians and leasing professionals.

Form 990, Part XI, Line 9

Income from consolidated affiliate 11,580 fundraising expenses for special events 0 expenses from consolidated affilate -11,580 fundraising expenses for special events 0

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IRS990/Form990PartVIISectionAGrp/PersonNm27JUDITH ROETTIG
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT EL
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt202ND VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt212ND VICE PRE
IRS990/Form990PartVIISectionAGrp/TitleTxt22SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26MEMBER AT LA
IRS990/Form990PartVIISectionAGrp/TitleTxt27EXEC. VICE P
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IRS990/MissionDesc0CHICAGOLAND APARTMENT ASSOCIATION ("CAA") IS A NON-PROFIT ASSOCIATION FORMED TO ADVANCE THE RENTAL HOUSING INDUSTRY BY PROVIDING EDUCATION, LEGISLATIVE AND INFORMATIONAL SUPPORT, ENABLING MEMBERS TO OPERATE SUCCESSFULLY WHILE CONTRIBUTING TO THE COMMUNITY AROUND THEM. CAA OFFERS EDUCATIONAL COURSES RELATED TO PROPERTY MANAGEMENT, PUBLISHES A MAGAZINE, ORGANIZES AN ANNUAL AWARDS PROGRAM AND SUPPORTS LOBBYING ACTIVITIES. REVENUES ARE DERIVED FROM MEMBER DUES, PROGRAM REVENUES AND SPECIAL EVENTS. CAA IS AN AFFILIATE OF THE NATIONAL APARTMENT ASSOCIATION ("NAA"), A NATIONAL ADVOCATE FOR QUALITY RENTAL HOUSING.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ANNUAL TRADE SHOW FOR PRODUCTS AND SERVICES RELATED TO THE MULTIFAMILY HOUSING INDUSTRY
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ASSOCIATION PUBLISHES A QUARTERLY MAGAZINE WHICH PROVIDES CAA MEMBERS WITH USEFUL, INFORMATIVE,IN-DEPTH ARTICLES ON MULTIFAMILY HOUSING INDUSTRY ISSUES. COMMUNITY SPOTLIGHTS, INFORMATION ABOUT UPCOMING EDUCATION PROGRAMS, EVENT REGISTRATION INFORMATION, VENDOR PROFILES, AND REVIEWS OF CAA EVENTS ARE FEATURED.
IRS990/ProgSrvcAccomActyOtherGrp/Desc0LEGISLATIVE PROGRAM CAAS LEGISLATIVE PROGRAM PROVIDES A STRONG UNITED VOICE ADVOCATING ON BEHALF OF MEMBERS RIGHTS UNDER LOCAL, STATE AND FEDERAL LAW. THE LEGISLATIVE COMMITTEE AND BOARD AND MEMBERS DETERMINE AND DIRECT CAA'S PUBLICLY STATED POSITION ON IMPORTANT ISSUES. MEMBERS DETERMINE THE POSITION AND PUT A VOICE TO THE MESSAGE. TWO FULL TIME LOBBYISTS IN SPRINGFIELD AND CHICAGO DELIVER THAT MESSAGE DAILY. CAA ENGAGES IN COALITION BUILDING TO MAXIMIZE IMPACT ON IMPORTANT ISSUES. A COORDINATED LEGISLATIVE/PR MESSAGE IS DELIVERED TO THE PRESS. THE CAA EVP MONITORS LEGISLATIVE TRENDS - BOTH POSITIVE AND NEGATIVE. LONG TERM CONSISTENT REPRESENTATION IS PROVIDED ON RECURRING ISSUES AT THE LOCAL,STATE AND NATIONAL LEVEL BY CAA AND THE NAA/NMHC JOINT LEGISLATIVE PROGRAM. EDUCATIONAL PROGRAMS CAA PROVIDES EDUCATIONAL SEMINARS THROUGHOUT THE YEAR. THE EDUCATIONAL PROGRAMS MAY LEAD TO PROFESSIONAL DESIGNATIONS, LICENSING OR FAIR HOUSING COMPLIANCE FOR PROPERTY OWNERS, MANAGERS, MAINTENANCE TECHNICIANS AND LEASING PROFESSIONALS.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.43$0.95$1.90$1.81$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.27$0.86$2.23$2.09$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.33$0.72$1.82$1.69$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.36$0.59$1.33$1.33$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.23$0.60$1.14$1.47$0.33
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.33$0.92$1.69$1.53$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.05$0.28$0.76$1.77$1.51$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.67$0.18$0.49$1.56$1.40$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.13$0.33$1.39$1.30$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.16$0.24$1.33$1.26$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.28$0.18$1.05$1.00$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.36$0.23$0.13$1.19$1.12$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.41$0.06$1.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.34$0.00$1.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.29$0.04$1.00