2025-10-10T09:16:48-05:00 2024-12-31 742900215 MAXWELL LOCKE & RITTER LLP 401 CONGRESS AVENUE SUITE 2000 AUSTIN TX 787019682 990 2024-01-01 743021477 TEXAS APARTMENT ASSOCIATION EDUCATION FOUNDATION TEXA 5124796252 1011 SAN JACINTO BOULEVARD 600 AUSTIN TX 787011951 CHRIS NEWTON VICE PRESIDENT 5124796252 2025-10-08 1 0 SHANNON PETERSON P01281287 5123703200 2025-10-08 2024 2025-03-06 01:10:19Z CHRIS NEWTON 1011 SAN JACINTO BOULEVARD 600 AUSTIN TX 787011951 478254 0 X TAAEF.TAA.ORG X 2001 TX EDUCATES TEXANS ABOUT CAREER OPPORTUNITIES IN THE RENTAL HOUSING INDUSTRY AND WORKS WITH OUR LOCAL APARTMENT ASSOCIATION AND WORKFORCE DEVELOPMENT PARTNERS TO SUPPORT TRAINING PROGRAMS FOR THOSE NEW TO THE INDUSTRY. 15 15 0 15 0 0 242908 381196 0 0 29444 34333 -4217 -3526 268135 412003 0 0 0 0 176197 187272 0 0 19388 93904 94604 270101 281876 -1966 130127 873642 896136 110273 292 763369 895844 EDUCATES TEXANS ABOUT CAREER OPPORTUNITIES IN THE RENTAL HOUSING INDUSTRY AND WORKS WITH OUR LOCAL APARTMENT ASSOCIATION AND WORKFORCE DEVELOPMENT PARTNERS TO SUPPORT TRAINING PROGRAMS FOR THOSE NEW TO THE INDUSTRY. 0 0 243092 0 0 THE ORGANIZATION EDUCATES TEXANS ABOUT CAREER OPPORTUNITIES IN THE RENTAL HOUSING INDUSTRY AND SUPPORTS FORMALIZED TRAINING PROGRAMS ACROSS THE STATE. 243092 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 5 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X DANIELLE CORBELL 5124796252 1011 SAN JACINTO SUITE 600 AUSTIN TX 78701 MARK HURLEY IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 DEMETRIO JIMENEZ PAST PRESIDENT 1.00 X 0 0 0 KELLEY LISERIO DIRECTOR 1.00 X 0 0 0 RENEE ZAHN DIRECTOR 1.00 X 0 0 0 MIKE RUST DIRECTOR 1.00 X 0 0 0 RICHARD WHATCOTT PRESIDENT 1.00 X X 0 0 0 MATT JONES DIRECTOR 1.00 X 0 0 0 AMBER FRANKLIN DIRECTOR 1.00 X 0 0 0 JOSHUA NICHOLS DIRECTOR 1.00 X 0 0 0 JENIFER PANERAL DIRECTOR 1.00 X 0 0 0 ALVINO ROSALES DIRECTOR 1.00 X 0 0 0 ALBERT GILLISPIE DIRECTOR 1.00 X 0 0 0 SARAH TURNER DIRECTOR 1.00 X 0 0 0 GARY BLUMBERG PAST PRESIDENT 1.00 X 0 0 0 HUGH COBB PAST PRESIDENT 1.00 X 0 0 0 CHRIS NEWTON CEO 5.00 35.00 X 0 626800 50298 REBECCA RAMATI VP TAAEF 40.00 X 140431 0 37224 140431 626800 87522 1 0 1 0 0 1526 319670 60000 381196 34333 34333 0 1526 0 0 62725 66251 -3526 -3526 412003 0 0 30807 153264 137938 7663 7663 22823 20541 1141 1141 11185 10067 559 559 4000 4000 61736 61736 9356 5447 895 3014 6427 2002 4294 131 7254 587 6667 4266 3840 213 213 GIFTS & AWARDS 1521 1521 0 0 OTHER PERSONNEL 44 44 0 281876 243092 19396 19388 206571 196848 5000 0 250 0 3758 3446 650964 686997 7099 2833 0 6012 873642 896136 4094 292 106179 0 110273 292 X 755917 893392 7452 2452 763369 895844 873642 896136 130127 2348 0 X X 0 1 X 1 0 X X X 1 TEXAS APARTMENT ASSOCIATION 741546205 10 1 0 0 1 0 0 1 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A. LINE 3B - QUALIFIED UNDER 501C(4)(5) OR (6) TAAEF'S EXECUTIVE COMMITTEE HAS ACCESS TO THE SUPPORTED ORGANIZATION'S BOOKS AND RECORDS AND IS ABLE TO ANNUALLY REVIEW THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2). THIS REVIEW WAS LAST CONDUCTED DURING 2024. SCHEDULE A, PART IV, SECTION A, LINE 3C TAAEF DOES NOT PROVIDE FINANCIAL SUPPORT TO THE SUPPORTED ORGANIZATION AND DOES NOT ANTICIPATE THIS TO OCCUR IN THE FUTURE. SCHEDULE A, PART IV, SECTION A, LINE 6 - SUPPORT TO OTHER SUPPORTED ORGS TAAEF PROVIDES SUPPORT TO ORGANIZATIONS THAT PROMOTE AND FURTHER THE MISSION OF THE TAA, WHICH IS TO PROMOTE, FOSTER, SPONSOR, ADVERTISE AND DEVELOP THE APARTMENT INDUSTRY THROUGHOUT THE STATE OF TEXAS. SUPPORT TO OTHER ORGANIZATIONS CAN FURTHER THIS MISSION THROUGH THE PROMOTION OF EDUCATIONAL PROGRAMS FOR INDIVIDUALS EMPLOYED IN OR SEEKING EMPLOYMENT IN THE MULTIFAMILY AND RENTAL HOUSING INDUSTRY IN TEXAS; THE PROVIDING OF NEEDED SCHOLARSHIPS AND ECONOMIC ASSISTANCE TO ELIGIBLE AND QUALIFIED STUDENTS SEEKING A CAREER IN THE MULTIFAMILY OR RENTAL HOUSING INDUSTRY; AND ANY OTHER EDUCATIONAL PURPOSE THAT RELATES TO THE OWNERS, OPERATORS OR RESIDENTS OF THE MULTIFAMILY AND RENTAL HOUSING INDUSTRY IN THE STATE OF TEXAS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62725 63470 2781 0 62725 63470 2781 66251 -3526 TX 0 THE STATE OF TEXAS DOES NOT REQUIRE A LICENSE TO CONDUCT RAFFLES HELD BY A QUALIFIED 501(C) TAX-EXEMPT, NON PROFIT ORGANIZATION 0 0 0 0.00000 1.00000 DANIELLE CORBELL 1011 SAN JACINTO BLVD SUITE 600 AUSTIN TX 787011951 0 REBECCA RAMATI 1233 COORDINATION AND MANAGEMENT OF RAFFLE X 0 0 0 0 0 0 0 0 0 0 CHRIS NEWTON CEO 0 521800 0 105000 0 0 0 20700 0 29598 0 677098 0 0 REBECCA RAMATI VP TAAEF 126607 0 13824 0 0 0 8602 0 28622 0 177655 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A TEXAS APARTMENT ASSOCIATION (TAA), THE SUPPORTED ORGANIZATION, APPOINTS THE TAAEF PRESIDENT AND TAA OFFICERS ARE AUTOMATICALLY INCLUDED ON TAAEF'S BOARD. THE TAAEF PRESIDENT THEN ELECTS THE REMAINING POSITIONS. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE THAT HAS BEEN DELEGATED BROAD AUTHORITY BY THE GOVERNING BODY. LINE 8B IS ANSWERED AS "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. FORM 990, PART VI, SECTION B, LINE 11B TEXAS APARTMENT ASSOCIATION'S BUDGET & FINANCE COMMITTEE REVIEWS THE TAX RETURN WITH THE FOUNDATION'S EXTERNAL CPA FIRM AND VOTES TO RECOMMEND APPROVAL TO TAAEF'S GOVERNING BODY. AFTER TEXAS APARTMENT ASSOCIATION'S RECOMMENDATION TO THE FOUNDATION'S GOVERNING BODY, THE ASSOCIATION'S CFO PRESENTS THE FOUNDATION'S FORM 990 TO THE GOVERNING BODY TO VOTE AND APPROVE THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED AT THE START OF THE FISCAL YEAR TO ALL EDUCATION FOUNDATION BOARD MEMBERS. THE POLICY IS SELF POLICING UNLESS TAAEF IS MADE AWARE OR BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY WRITTEN OR ORAL REQUEST. FORM 990, PART VI, SECTION B, LINE 15A: THE EXECUTIVE VICE PRESIDENT IS COMPENSATED BY TAA, THE SUPPORTED ORG OF TAAEF. THE EXECUTIVE COMMITTEE OF TAA DETERMINES THE COMPENSATION FOR THE EXECUTIVE VICE PRESIDENT IN A CLOSED MEETING. THE ORGANIZATION OFFICERS ARE PROVIDED WITH SALARY SURVEYS FOR COMPARABILITY. THE EXECUTIVE VICE PRESIDENT HAS THE AUTHORITY TO ESTABLISH SALARIES FOR ALL OTHER TAA STAFF MEMBERS, INCLUDING OTHER OFFICERS AND KEY EMPLOYEES, BASED UPON A SALARY LINE ITEM APPROVED BY THE EXECUTIVE COMMITTEE, WHICH INCLUDES A CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. LINE 15A IS ANSWERED AS "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. FORM 990, PART VI, SECTION B, LINE 15B: THE EXECUTIVE VICE PRESIDENT OF TAA, THE SUPPORTED ORGANIZATION OF TAAEF, HAS THE AUTHORITY TO ESTABLISH SALARIES FOR ALL OTHER STAFF MEMBERS, INCLUDING OTHER OFFICERS AND KEY EMPLOYEES, BASED UPON A SALARY LINE ITEM APPROVED BY THE EXECUTIVE COMMITTEE, WHICH INCLUDES A CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. LINE 15B IS ANSWERED AS "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. TEXAS APARTMENT ASSOCIATION INC 1011 SAN JACINTO BLVD SUITE 600 AUSTIN TX 78701 741546205 PROMOTE AND DEVELOP RENTAL HOUSING INDUSTRY IN TEXAS TX 501(C)(6) 0 TEXAS APARTMENT ASSOCIATION PAC 1011 SAN JACINTO BLVD SUITE 600 AUSTIN TX 78701 742424192 INFLUENCE SELECTION OF INDIVIDUALS TO POLITICAL OFFICE TX 527 0 APT LEASE FORMS INC 1011 SAN JACINTO BLVD SUITE 600 AUSTIN TX 78701 742798766 COMPUTER LEASE FORMS TX NO C 0 TEXAS APARTMENT OWNERS ASSOCIATION INC 1011 SAN JACINTO BLVD SUITE 600 AUSTIN TX 78701 742299084 ASSOCIATION TX NO C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 TEXAS APARTMENT ASSOCIATION INC C 319670 CASH TEXAS APARTMENT ASSOCIATION INC O 73863 FAIR MARKET VALUE TEXAS APARTMENT ASSOCIATION INC P 201798 CASH