Civic Intelligence

California Rental Association

EIN 95-1966036 • 501(c)6 • Upland, CA

Profile

The mission of the californial rental association is to further the rental concept by representing its members, promoting use by consumers, and augmenting the industry image.

P O Box 757Upland, CA 91785

calrental.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

23rd percentile

0.09x

Higher debt load relative to revenue than 23% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2025

Net Margin

10th percentile

-13%

Higher net margin than 10% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • $5M-$10M nonprofits • Source year 2025

Asset Growth

34th percentile

1.3%

Faster asset growth than 34% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-2.6%

Faster revenue growth than 23% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$5,005,724

Up $65,380 (+1.3%) from 2024

Liabilities

Down

$73,980

Down $33,802 (-31%) from 2024

Net Assets

Up

$4,931,744

Up $99,182 (+2.1%) from 2024

Revenue

Down

$828,376

Down $22,351 (-2.6%) from 2024

Expenses

Up

$935,803

Up $62,303 (+7.1%) from 2024

Net Income

Down

-$107,427

Down $84,654 (-372%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $467,458Liabilities 2011: $2,724Net Assets 2011: $464,7342011Assets 2012: $1,759,300Liabilities 2012: $6,576Net Assets 2012: $1,752,7242012Assets 2013: $1,842,288Liabilities 2013: $4,302Net Assets 2013: $1,837,9862013Assets 2014: $2,135,848Liabilities 2014: $13,446Net Assets 2014: $2,122,4022014Assets 2015: $2,390,385Liabilities 2015: $113,068Net Assets 2015: $2,277,3172015Assets 2016: $2,893,262Liabilities 2016: $336,102Net Assets 2016: $2,557,1602016Assets 2017: $3,152,675Liabilities 2017: $222,788Net Assets 2017: $2,929,8872017Assets 2018: $3,239,150Liabilities 2018: $15,348Net Assets 2018: $3,223,8022018Assets 2019: $3,734,635Liabilities 2019: $18,685Net Assets 2019: $3,715,9502019Assets 2020: $3,857,011Liabilities 2020: $109,370Net Assets 2020: $3,747,6412020Assets 2021: $4,464,128Liabilities 2021: $129,565Net Assets 2021: $4,334,5632021Assets 2022: $4,293,342Liabilities 2022: $190,287Net Assets 2022: $4,103,0552022Assets 2023: $4,662,168Liabilities 2023: $218,961Net Assets 2023: $4,443,2072023Assets 2024: $4,940,344Liabilities 2024: $107,782Net Assets 2024: $4,832,5622024Assets 2025: $5,005,724Liabilities 2025: $73,980Net Assets 2025: $4,931,7442025

Highlighted filing

2025

Assets$5,005,724
Liabilities$73,980
Net Assets$4,931,744

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $250,864Expenses 2011: $316,184Net Income 2011: -$65,3202011Revenue 2012: $519,164Expenses 2012: $365,761Net Income 2012: $153,4032012Expenses 2013: $356,5532013Revenue 2014: $577,529Expenses 2014: $486,607Net Income 2014: $90,9222014Revenue 2015: $695,704Expenses 2015: $532,984Net Income 2015: $162,7202015Revenue 2016: $875,456Expenses 2016: $667,870Net Income 2016: $207,5862016Revenue 2017: $1,081,479Expenses 2017: $734,956Net Income 2017: $346,5232017Revenue 2018: $1,014,411Expenses 2018: $749,696Net Income 2018: $264,7152018Revenue 2019: $851,033Expenses 2019: $542,252Net Income 2019: $308,7812019Revenue 2020: $693,675Expenses 2020: $757,029Net Income 2020: -$63,3542020Revenue 2021: $371,158Expenses 2021: $462,686Net Income 2021: -$91,5282021Revenue 2022: $795,446Expenses 2022: $721,001Net Income 2022: $74,4452022Revenue 2023: $877,828Expenses 2023: $833,757Net Income 2023: $44,0712023Revenue 2024: $850,727Expenses 2024: $873,500Net Income 2024: -$22,7732024Revenue 2025: $828,376Expenses 2025: $935,803Net Income 2025: -$107,4272025

Highlighted filing

2025

Revenue$828,376
Expenses$935,803
Net Income-$107,427

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$0.07$4.93$0.83$0.94$0.11
2024Summary only. Only limited summary data is available for this year.$4.94$0.11$4.83$0.85$0.87$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.22$4.44$0.88$0.83$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.29$0.19$4.10$0.80$0.72$0.07
2021Summary only. Only limited summary data is available for this year.$4.46$0.13$4.33$0.37$0.46$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$0.11$3.75$0.69$0.76$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.73$0.02$3.72$0.85$0.54$0.31
2018Summary only. Only limited summary data is available for this year.$3.24$0.02$3.22$1.01$0.75$0.26
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.22$2.93$1.08$0.73$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.34$2.56$0.88$0.67$0.21
2015Summary only. Only limited summary data is available for this year.$2.39$0.11$2.28$0.70$0.53$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.14$0.01$2.12$0.58$0.49$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$0.36
2012Summary only. Only limited summary data is available for this year.$1.76$0.01$1.75$0.52$0.37$0.15
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$0.46$0.25$0.32$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 18, 2025
Return Version
2024v5.2
Gross Receipts
$1,657,067
Mission and Program Overview

Mission

The mission of the californial rental association is to further the rental concept by representing its members, promoting use by consumers, and augmenting the industry image.

The mission of The California Rental Association is to further the rental concept by representing its members, promoting use by consumers, and augmenting the industry image.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,784,258$4,751,000▼ $33,258
Cash and Non-Interest-Bearing Accounts$42,817$142,637▲ $99,820
Prepaid Expenses and Deferred Charges$86,078$92,533▲ $6,455
Savings and Temporary Cash Investments$27,190$19,553▼ $7,637
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,940,344$5,005,724▲ $65,380
Other Assets Total$1$1→ $0
Liabilities
Deferred Revenue$100,778$66,526▼ $34,252
Accounts Payable and Accrued Expenses$7,004$7,454▲ $450
Total Liabilities$107,782$73,980▼ $33,802
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,832,562$4,931,744▲ $99,182
Total Net Assets Fund Balance$4,832,562$4,931,744▲ $99,182
Total Liabilities and Net Assets / Fund Balance$4,940,344$5,005,724▲ $65,380
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ryan LeisChairman
Kathryn De VriesPresident
Matthew WiestVice President
Allen BuckDirector
Andrew DevriesDirector
Brandy CarmonaDirector
Don SchultzDirector
Edward GalindoDirector
Gregory WebsterDirector
John FrantzDirector
Luis GutierrezDirector
Steve GarciaDirector
Tom FriedmanDirector
Jeff RobertsExecutive Director
David DworschakSecretary
Robert DickeyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
ABA Daba RentalsConsultant4351 Auburn Blvd, Sacramento, CA 95841-
Country Rentals LLCConsultant6697 Fairwinds Ct, Rancho Cucamonga, CA 91701-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$597,818
Investment Income
$200,398
Other Revenue
$30,160
Change in Net Assets
$-107,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$935,803
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$363,890-$363,890
Conferences and Meetings$349,768--$349,768
Fees for Services Legal-$56,022-$56,022
Fees for Service Investment Mgmnt Fees-$47,901-$47,901
Advertising-$23,778-$23,778
All Other Expenses$23,538--$23,538
Insurance-$15,207-$15,207
Other Expenses$6,400$12,262-$6,400
Fees for Services Other-$5,920-$5,920
Fees for Services Accounting-$4,225-$4,225
Office Expenses-$3,294-$3,294
Total Functional Expenses$403,304$532,499$0$935,803
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$48,674
Fundraising Gross Income$43,989
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$43,989$43,989$48,674$-4,685
Total Events$43,989$43,989$48,674$-4,685
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization is comprised of voting and non-voting members of rental industry businesses.

Form 990, Part VI, Section A, Line 7A

The voting members govern actions according to their bylaws. The members have the right and responsibility to elect the directors and officers.

Form 990, Part VI, Section A, Line 7B

Decisions of the governing body are done at its annual meeting, special meetings or by proxies by the voting members.

Form 990, Part VI, Section B, Line 11B

990 is reviewed by consulting firm before signature by the executive director.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
California Rental Association
EIN
95-1966036
Phone
9098215998
Address
P O Box 757, Upland, CA 91785

Signing Officer

Name
Jeff Roberts
Title
Executive Director
Signed
2025-08-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Roberts
Formed
1967
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
23

Preparer

Firm
Langwasser & Co Cpas
Address
99 EAST C STREET SUITE 100, UPLAND, CA 91786
Preparer
Karin Langwasser CPA
Phone
9099319080
Raw XML AppendixShowing 400 of 482 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ConservationEasementsInd0false
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IRS990/CYOtherExpensesAmt0935803
IRS990/CYOtherRevenueAmt030160
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IRS990/CYRevenuesLessExpensesAmt0-107427
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IRS990/Form990PartVIISectionAGrp/PersonNm1John Frantz
IRS990/Form990PartVIISectionAGrp/PersonNm2Steve Garcia
IRS990/Form990PartVIISectionAGrp/PersonNm3Allen Buck
IRS990/Form990PartVIISectionAGrp/PersonNm4Gregory Webster
IRS990/Form990PartVIISectionAGrp/PersonNm5Andrew Devries
IRS990/Form990PartVIISectionAGrp/PersonNm6Tom Friedman
IRS990/Form990PartVIISectionAGrp/PersonNm7Don Schultz
IRS990/Form990PartVIISectionAGrp/PersonNm8Luis Gutierrez
IRS990/Form990PartVIISectionAGrp/PersonNm9Brandy Carmona
IRS990/Form990PartVIISectionAGrp/PersonNm10Robert Dickey
IRS990/Form990PartVIISectionAGrp/PersonNm11Ryan Leis
IRS990/Form990PartVIISectionAGrp/PersonNm12David Dworschak
IRS990/Form990PartVIISectionAGrp/PersonNm13Kathryn De Vries
IRS990/Form990PartVIISectionAGrp/PersonNm14Matthew Wiest
IRS990/Form990PartVIISectionAGrp/PersonNm15Jeff Roberts
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Dir.
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IRS990/ProgSrvcAccomActy2Grp/Desc0To collect and disseminate information pertinent to CRA, its members, manufacturers and suppliers.
IRS990/ProgSrvcAccomActy3Grp/Desc0To monitor and influence governmental policies and laws affecting members and the rental industry.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization is comprised of voting and non-voting members of rental industry businesses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The voting members govern actions according to their bylaws. The members have the right and responsibility to elect the directors and officers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decisions of the governing body are done at its annual meeting, special meetings or by proxies by the voting members.

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