2025-11-14T10:34:21-06:00 2024-12-31 822488343 PITTSFORD SAMUELS PLLC 1776 YORKTOWN SUITE 530 HOUSTON TX 77056 990 2024-01-01 746068903 HOUSTON APARTMENT ASSOCIATION INC HOUS 7135950310 4810 WESTWAY PARK BLVD HOUSTON TX 77041 TREY WIMBERLY CFO 7135950310 2025-11-12 1 1 NANCY A MACK P01592842 7139776888 2025-11-10 2024 2025-03-06 01:10:19Z CASEY MORGAN 4810 WESTWAY PARK BLVD HOUSTON TX 77041 8136814 0 X WWW.HAAONLINE.ORG X 1960 TX TO PROMOTE THE MULTI-HOUSING IN THE GREATER HOUSTON AREA. THERE ARE APPROXIMATELY 1,550 MEMBERS IN THE ASSOCIATION THAT SERVE APPROXIMATELY 675,000 APARTMENT UNITS. 53 53 17 600 0 0 1849399 1961728 1345042 1317997 189245 206876 302018 290206 3685704 3776807 1750 0 0 0 1544241 1677029 0 0 61254 1652501 1908680 3198492 3585709 487212 191098 3343696 3588256 792034 826989 2551662 2761267 TO PROMOTE THE MULTI-HOUSING INDUSTRY IN THE GREATER HOUSTON AREA. THERE ARE APPROXIMATELY 1,550 MEMBERS IN THE ASSOCIATION THAT SERVE APPROXIMATELY 675,000 APARTMENT UNITS. 0 0 2362178 1344118 PROVIDE EDUCATIONAL MEETINGS, TRADE SHOWS, AND SPECIAL EVENTS TO PROMOTE THE MULTI-HOUSING INDUSTRY IN THE GREATER HOUSTON, TEXAS AREA. MADE INDUSTRY SPECIFIC DIGITAL FORMS AVAILABLE FOR SALE TO MEMBERS WHICH OPERATE AND MANAGE APARTMENTS. 790978 PROVIDE SUPPORT TO STATE AND NATIONAL ORGANIZATIONS AND LOCAL CAUSES PROMOTING THE MULTI-HOUSING INDUSTRY. 9591 DEVELOP NEW MEMBERS THROUGH MEMBERSHIP CAMPAIGNS, PROMOTIONS AND EDUCATIONAL PROGRAMS 3162747 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 8 0 1 17 1 0 0 0 0 0 0 0 0 X 53 53 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TREY WIMBERLY CPA 7135950310 4810 WESTWAY PARK BLVD HOUSTON TX 77041 CASEY MORGAN CEO 30.00 10.00 X 300780 0 21800 SUSAN HINKLEY VP OPERATIONS 30.00 10.00 X 187229 0 18022 TREY WIMBERLY CFO 30.00 10.00 X 167515 0 9336 PEPPER BRADLEY VP OF GOVT AFFAIRS 40.00 X 143592 0 18268 GINA ERWIN PRESIDENT 1.00 2.00 X X 0 0 0 RYAN TERRELL SEC/TREAS 1.00 1.00 X X 0 0 0 SHELLEY WATSON PRESIDENT ELECT 0.50 0.25 X X 0 0 0 STEPHANIE GRAVES IMMEDIATE PAST PRESIDENT 0.50 0.25 X X 0 0 0 MONICA GRACIA VP AT LARGE 0.50 0.25 X X 0 0 0 DEBORAH HOLCOMBE VP AT LARGE 0.50 0.25 X X 0 0 0 CORRI SMITH VP AT LARGE 0.50 0.25 X X 0 0 0 RICHARD WALL VP AT LARGE 0.50 0.25 X X 0 0 0 MACK ARMSTRONG DIRECTOR 0.50 0.25 X 0 0 0 JULIE BATCHE DIRECTOR 0.50 0.25 X 0 0 0 KRISTEN BECKER DIRECTOR 0.50 0.25 X 0 0 0 JOHN BORIACK DIRECTOR 0.50 0.25 X 0 0 0 KYLE BROWN DIRECTOR 0.50 0.25 X 0 0 0 TINA CAVACO DIRECTOR 0.50 0.25 X 0 0 0 TERRI CLIFTON DIRECTOR 0.50 0.25 X 0 0 0 MICHELLE CROASMUN DIRECTOR 0.50 0.25 X 0 0 0 DEREK DEVRIES DIRECTOR 0.50 0.25 X 0 0 0 DEBORAH DEROUEN DIRECTOR 0.50 0.25 X 0 0 0 SCOTT DOUGLAS DIRECTOR 0.50 0.25 X 0 0 0 TAMARA FOSTER DIRECTOR 0.50 0.25 X 0 0 0 MELISSA FRIEND DIRECTOR 0.50 0.25 X 0 0 0 DIANE GILBERT DIRECTOR 0.50 0.25 X 0 0 0 MANU GUPTA DIRECTOR 0.50 0.25 X 0 0 0 CLAY HICKS DIRECTOR 0.50 0.25 X 0 0 0 KAREN HEFNER DIRECTOR 0.50 0.25 X 0 0 0 CRYSTAL JACKSON DIRECTOR 0.50 0.25 X 0 0 0 DEBBIE KELM DIRECTOR 0.50 0.25 X 0 0 0 NATHAN KELLY DIRECTOR 0.50 0.25 X 0 0 0 JACOB KUNATH DIRECTOR 0.50 0.25 X 0 0 0 VALERIE LACY DIRECTOR 0.50 0.25 X 0 0 0 BARBY LAKE DIRECTOR 0.50 0.25 X 0 0 0 DAVID LINDLEY DIRECTOR 0.50 0.25 X 0 0 0 BETSY MARSHALL DIRECTOR 0.50 0.25 X 0 0 0 KRISTIN MCLAUGHLIN DIRECTOR 0.50 0.25 X 0 0 0 JOE MELTON DIRECTOR 0.50 0.25 X 0 0 0 CANDIS MOHR DIRECTOR 0.50 0.25 X 0 0 0 KATY MYRICK DIRECTOR 0.50 0.25 X 0 0 0 DAVID NARGANG DIRECTOR 0.50 0.25 X 0 0 0 CARLOS NETO DIRECTOR 0.50 0.25 X 0 0 0 JENIFER PANERAL DIRECTOR 0.50 0.25 X 0 0 0 MARK PARK DIRECTOR 0.50 0.25 X 0 0 0 ANGELA KUMAR PARIKH DIRECTOR 0.50 0.25 X 0 0 0 VELISSA PARMER DIRECTOR 0.50 0.25 X 0 0 0 MICHELLE PAWELEK DIRECTOR 0.50 0.25 X 0 0 0 KELLY ROBINSON DIRECTOR 0.50 0.25 X 0 0 0 JOSEPH RODRIGUEZ DIRECTOR 0.50 0.25 X 0 0 0 INGRID SCHULTZ DIRECTOR 0.50 0.25 X 0 0 0 KELLY SUESS DIRECTOR 0.50 0.25 X 0 0 0 PENNY SPRANG DIRECTOR 0.50 0.25 X 0 0 0 BLAISE SPITALERI DIRECTOR 0.50 0.25 X 0 0 0 DEBBIE SULZER DIRECTOR 0.50 0.25 X 0 0 0 STARLA TURNBO DIRECTOR 0.50 0.25 X 0 0 0 RICHARD WHATCOTT DIRECTOR 0.50 0.25 X 0 0 0 799116 0 67426 5 0 1 0 0 1961728 1961728 SALE OF DIGITAL FORMS 611710 849310 849310 VARIOUS MEMBER EVENTS 611710 334224 334224 OVERHEAD FEES 611710 134463 134463 1317997 146426 146426 3998005 3937555 60450 60450 60450 686537 422452 264085 264085 MISCELLANEOUS 611710 26121 26121 26121 3776807 1344118 0 470961 799087 679224 95890 23973 624871 531140 74985 18746 60683 51581 7282 1820 95670 81320 11480 2870 96718 82210 11606 2902 44904 44904 12787 12787 14684 14684 12546 10664 1505 377 58754 48639 8092 2023 205976 175080 30896 154000 130900 18480 4620 35182 29905 4222 1055 42973 37827 4117 1029 5637 4791 677 169 55675 47324 6681 1670 NAA AND TAA DUES AND OT 790978 790978 MEETINGS AND SPONSORSHI 365592 365592 BANK FEES 89067 75707 13360 PUBLIC AFFAIRS 13512 13512 6413 6353 60 3585709 3162747 361708 61254 160386 240514 1174811 937322 413314 396913 148165 204228 277216 269331 5662 7885 1440358 1780192 1000 1000 0 20202 3343696 3588256 97272 174168 647639 648989 47123 3832 792034 826989 X 2551662 2761267 2551662 2761267 3343696 3588256 X 191098 14863 3644 X X 0 1 X 1 0 0 0 0 1961728 153015 153015 153015 235035 227150 7885 42181 42181 0 7885 DUE HOUSTON MULTIHOUSING CORPORATION 3832 3832 4260173 14863 14863 4245310 14684 -483187 -468503 3776807 4050568 479543 479543 3571025 14684 14684 3585709 PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSEMENT -60,735. FUNDRAISING EXPENSES -422,452. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 422,452. REIMBURSEMENTS 60,735. DEPRECIATION- TAX OVER BOOK -2,795. BAD DEBT - TAX OVER BOOK -901. PENALTY 52. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 14,684. EXPO 412137 412137 142942 GALA 195000 195000 208256 1 79400 79400 71254 686537 686537 422452 422452 264085 X 0 0 0 CASEY MORGAN CEO 223982 0 76798 0 0 0 11774 0 10026 0 322580 0 0 0 SUSAN HINKLEY VP OPERATIONS 161355 0 25874 0 0 0 8570 0 9452 0 205251 0 0 0 TREY WIMBERLY CFO 154583 0 12932 0 0 0 8795 0 541 0 176851 0 0 0 PEPPER BRADLEY VP OF GOVT AFFAIRS 130931 0 12661 0 0 0 7538 0 10730 0 161860 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS: 1. OWNER-MANAGEMENT COMPANY MEMBERS 2. SUPPLEMENTAL OWNER MEMBERS, AND 3. ASSOCIATE MEMBERS FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF MEMBERS AND THEIR RIGHTS: ALL APPLICANTS FOR MEMBERSHIP TO BE ACCOMPANIED BY SIGNED MEMBERSHIP APPLICATION, WHEREIN THEY AGREE TO ABIDE BY THE BY-LAWS OF HAA, THE ASSOCIATION'S CODE OF ETHICS AND ALL DECISIONS AND POLICIES OF ALL OF THE ASSOCIATION'S COMMITTEES, TOGETHER WITH PAYMENT OF DUES. EACH MEMBER ENTITLED TO ONE VOTE, EITHER IN PERSON OR BY PROXY. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: A PDF FILE COPY OF THE FORM 990 AND THE AUDIT IS MADE AVAILABLE TO THE DIRECTORS FOR REVIEW PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C AN INFORMATION PACKAGE IS GIVEN TO EACH BOARD MEMBER ANNUALLY. THE PACKAGE CONTAINS INFORMATION ON THE ORGANIZATION'S MISSION, CONFLICT OF INTEREST, INVESTMENT POLICIES, ETC. THE BOARD MEMBERS REVIEW THE PACKAGE TO ENSURE ALL MEMBERS UNDERSTAND THE POLICIES. FULL TRANSPARENCY IS EXPECTED FOR ALL MAJOR TRANSACTIONS. TRANSACTIONS THAT COULD RESULT IN A CONFLICT OF INTEREST ARE NOT APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS SURVEYS AND OTHER INFORMATION ON COMPENSATION FROM OTHER NON-PROFIT ORGANIZATIONS, BOTH LOCAL AND NATIONAL. THE DECISION IS MADE BY THE COMMITTEE BASED ON THIS INFORMATION, PERFORMANCE REPORTS AND THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA A PDF FILE UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBTS-TAX OVER BOOK 901. DEPRECIATION-TAX OVER BOOK 2,795. PENALTY AND OTHER -52. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. HOUSTON APARTMENT FOUNDATION INC 4810 WESTWAY PARK BLVD HOUSTON TX 77041 741997269 EDUCATION TX 501(C)(3) LINE 2 N/A 0 HOUSTON MULTIHOUSING CORPORATION 4810 WESTWAY PARK BLVD HOUSTON TX 77041 741498186 ADVERTISING SERVICES TX N/A C 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 HOUSTON APARTMENT FOUNDATION INC K 154000 CASH VALUE HOUSTON APARTMENT FOUNDATION INC E 20201 CASH VALUE HOUSTON APARTMENT FOUNDATION INC Q 101545 CASH VALUE HOUSTON MULTI-HOUSING CORPORATION F 3831 CASH VALUE HOUSTON MULTI-HOUSING CORPORATION Q 93653 CASH VALUE HOUSTON MULTI-HOUSING CORPORATION P 60735 CASH VALUE