2026-06-09T07:50:12-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2025-01-01 521508111 NATIONAL APARTMENT ASSOCIATION EDUCATION INSTITUTE NATI 7035186141 4300 WILSON BOULEVARD 800 ARLINGTON VA 22203 ROBERT PINNEGAR PRESIDENT & CEO 7035186141 2026-06-08 1 AARON FOX P01365820 2022274000 2026-05-26 2025 2025-03-06 01:10:19Z ROBERT PINNEGAR 4300 WILSON BOULEVARD 800 ARLINGTON VA 22203 5984494 0 X WWW.NAAHQ.ORG/EDUCATION-CAREERS X 1986 VA PROVIDE BROAD-BASED EDUCATION, TRAINING & RECRUITMENT PROGRAMS IN THE APARTMENT INDUSTRY. 34 34 9 109 0 0 23510 38348 2174191 2178817 684205 567243 1135345 1246194 4017251 4030602 4135 8685 0 0 1133176 1383456 0 0 0 2669617 2552146 3806928 3944287 210323 86315 7965922 8688677 961457 1118019 7004465 7570658 X THE MISSION OF THE NAA EDUCATION INSTITUTE (NAAEI) IS TO PROVIDE BROAD-BASED EDUCATION, TRAINING AND RECRUITMENT PROGRAMS THAT ATTRACT, NURTURE, AND RETAIN HIGH-QUALITY PROFESSIONALS AND DEVELOP TOMORROW'S APARTMENT INDUSTRY LEADERS; AND TO CONDUCT RESEARCH THAT BENEFITS THE APARTMENT INDUSTRY AND ITS RESIDENTS. 0 0 3923488 8685 2178817 NAAEI'S MAIN ACTIVITY IS THE DEVELOPMENT AND IMPLEMENTATION OF EDUCATIONAL COURSES COVERING THE MULTI-FAMILY HOUSING INDUSTRY. PROGRAMS AND MATERIAL ARE AVAILABLE TO MULTI-FAMILY HOUSING PROFESSIONALS TO ADVANCE THEIR EDUCATION AND KNOWLEDGE IN THE INDUSTRY. 3923488 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 10 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 1 0 0 0 1 1 1 0 0 0 1 1 1 1 1 0 0 0 CA FL GA IL MD VA X LARISSA TEELUCKSINGH CPA 7035186141 4300 WILSON BOULEVARD 800 ARLINGTON VA 22203 KELLI LEA PRESIDENT 5.00 2.00 X X 0 0 0 MARCI FRENCH VICE PRESIDENT 5.00 0.00 X X 0 0 0 JEANNETTE COX SECRETARY/TREASURER 5.00 5.00 X X 0 0 0 KIM HURD IMMEDIATE PAST PRESIDENT 5.00 0.00 X X 0 0 0 MEGHAN ELDER AEC PRESIDENT 2.00 0.00 X 0 0 0 MINDY PRICE NSC CHAIR 2.00 2.00 X 0 0 0 PATRICK APPLEBY BOARD MEMBER 2.00 0.00 X 0 0 0 KELLY AVERY BOARD MEMBER 2.00 0.00 X 0 0 0 MARCIA BOLLINGER BOARD MEMBER 2.00 0.00 X 0 0 0 KENDRA BORK BOARD MEMBER 2.00 0.00 X 0 0 0 SHANE BRYANT BOARD MEMBER 2.00 0.00 X 0 0 0 CHRIS BURNS BOARD MEMBER 2.00 5.00 X 0 0 0 CHRIS CARAMANICA BOARD MEMBER 2.00 0.00 X 0 0 0 GREG CERBANA BOARD MEMBER 2.00 2.00 X 0 0 0 MARTHA DRYDEN BOARD MEMBER 2.00 0.00 X 0 0 0 PEGGY ELLIS BOARD MEMBER 2.00 0.00 X 0 0 0 PATTY EVANS BOARD MEMBER 2.00 0.00 X 0 0 0 TANYA FOSTER BOARD MEMBER 2.00 0.00 X 0 0 0 TODD HIGNITE BOARD MEMBER 2.00 0.00 X 0 0 0 MARK HURLEY BOARD MEMBER 2.00 2.00 X 0 0 0 PATRICIA HUTCHINSON BOARD MEMBER (THRU 1/25) 2.00 0.00 X 0 0 0 JESSICA KENNARD BOARD MEMBER 2.00 0.00 X 0 0 0 JASON LOUGHRIDGE BOARD MEMBER 2.00 0.00 X 0 0 0 AMANDA MACLIN BOARD MEMBER 2.00 0.00 X 0 0 0 TYLER MARKER BOARD MEMBER 2.00 0.00 X 0 0 0 ANDREA MASSEY BOARD MEMBER 2.00 0.00 X 0 0 0 CASEY MORGAN BOARD MEMBER 2.00 0.00 X 0 0 0 TRACI NAU BOARD MEMBER 2.00 0.00 X 0 0 0 SUZANNE PRATT BOARD MEMBER 2.00 0.00 X 0 0 0 JACKIE RHONE BOARD MEMBER 2.00 2.00 X 0 0 0 REBECCA ROSARIO BOARD MEMBER 2.00 0.00 X 0 0 0 ISHEA SHEPHERD BOARD MEMBER 2.00 2.00 X 0 0 0 BONNIE SMETZER BOARD MEMBER 2.00 0.00 X 0 0 0 LUIS VERGER BOARD MEMBER 2.00 0.00 X 0 0 0 JOHN MODLIN NSC LIAISON 2.00 0.00 X 0 0 0 ROBERT PINNEGAR CAE PRESIDENT & CEO 12.50 37.50 X 0 751822 102101 AMY GROFF CPM COO 5.00 37.50 X 0 400821 58530 LARISSA TEELUCKSINGH CPA SVP, FINANCE 5.00 37.50 X 0 246875 31236 PAMELA WEBER CAE VICE PRESIDENT 37.50 0.00 X 231661 0 44631 JOSHUA GOLD SVP MEMBER EDU PROGRAMS & AFFILIATE ENGAGEMENT 5.00 37.50 X 0 264857 29857 AMY ALLEN DIR., CREDENTIALING & ACCREDITATION 37.50 0.00 X 161628 0 41745 TERRELINE SIMS DIRECTOR, WORKFORCE DEVELOPMENT 37.50 0.00 X 176052 0 9363 CHRISTOPHER MAHONEY SR MGR, PROGRAM DEVELOPMENT 37.50 0.00 X 100207 0 19889 ROBERT OLIVERI DIR., EDUCATION & LEADERSHIP DEV. 26.25 11.25 X 123325 0 21057 792873 1664375 358409 5 0 1 0 PROCTORU INC (DBA MEAZURE LEARNING) 7901 JONES BRANCH DR 330 MCLEAN VA 22102 EXAM TESTING SERVICES 348660 VIATECH PUBLISHING SOLUTIONS PO BOX 503433 ST LOUIS MO 63150 CONTENT DISTRIBUTION SERVICES 160425 2 38348 38348 EDUCATION & CREDENTIALS 900099 2178817 2178817 2178817 334084 334084 2052081 1818922 233159 233159 233159 1361520 134970 1226550 1226550 MISCELLANEOUS 900099 19644 19644 19644 4030602 2178817 0 1813437 X 8685 8685 276292 276292 863003 863003 33516 33516 132364 132364 78281 78281 18054 18054 20799 20799 1170451 1170451 98241 98241 87451 87451 53348 53348 134864 134864 108083 108083 EDUC. & CRED. DELIVERY 386818 386818 OTHER EXPENSES 326525 326525 TAXES & OTHER 141526 141526 AWARDS & GIFTS 5986 5986 3944287 3923488 20799 0 362566 275571 7698 188760 72949 60267 47628 73711 23025 51584 1074191 761514 420760 312677 7031296 7726107 7965922 8688677 359849 444367 447712 501115 153896 172537 961457 1118019 X 4278993 4915064 2725472 2655594 7004465 7570658 7965922 8688677 86315 479878 0 X 0 1 X 1 0 X X 1 NATIONAL APARTMENT ASSOCIATION 530191129 10 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 FORM 990, SCHEDULE A, PART IV, LINE 3B: NAAEI IS THE SUPPORTING ORGANIZATION FOR NAA, A 501(C)(6) ORGANIZATION. NAAEI PERFORMED THE 509(A)(2) TEST AND FOUND THAT NAA'S SUPPORT PERCENTAGE EXCEEDS THE 33% MINIMUM OR PUBLIC SUPPORT THAT WOULD BE REQUIRED IF NAA WERE DESCRIBED AS SUCH AN ENTITY. ACCORDINGLY, NAAEI IS ELIGIBLE TO SUPPORT NAA. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1599209 195986 4465 1790730 1495035 104174 1599209 1357771 137264 1495035 1559032 -201261 1357771 1452098 110334 3400 1559032 0.00000 0.64326 0.35674 0 0 15818 15428 390 1058373 746086 312287 312677 DUE TO AFFILIATE 172537 172537 X 5608931 479878 984280 1464158 4144773 20799 -134970 -114171 4030602 5042738 984280 134970 1119250 3923488 20799 20799 3944287 PART V, LINE 4: NAAEI'S ENDOWMENT WAS ESTABLISHED FOR EDUCATING THE MEMBERS OF THE ORGANIZATION, THE RENTAL HOUSING INDUSTRY, AND THE PUBLIC. THE ENDOWMENT IS DONOR-RESTRICTED. PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX EXEMPT STATUS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VIII -134,970. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED ON PART VIII 134,970. 1 ALEX JACKIW SCHOLARSHIP FOR CREDENTIAL PROGRAMS 5 6085 BOB & HANA ROSS SCHOLARSHIP FOR CREDENTIAL PROGRAMS IN SAN ANTONIO 2 2600 0 1 0 0 0 0 0 0 0 ROBERT PINNEGAR CAE PRESIDENT & CEO 0 596788 0 143272 0 11762 0 67727 0 34374 0 853923 0 0 AMY GROFF CPM COO 0 345101 0 52400 0 3320 0 17500 0 41030 0 459351 0 0 JOSHUA GOLD SVP MEMBER EDU PROGRAMS & AFFILIATE ENGAGEMENT 0 235571 0 28100 0 1186 0 12010 0 17847 0 294714 0 0 LARISSA TEELUCKSINGH CPA SVP, FINANCE 0 220346 0 26100 0 429 0 11683 0 19553 0 278111 0 0 PAMELA WEBER CAE VICE PRESIDENT 209053 0 22100 0 508 0 10799 0 33832 0 276292 0 0 0 AMY ALLEN DIR., CREDENTIALING & ACCREDITATION 146685 0 13600 0 1343 0 7757 0 33988 0 203373 0 0 0 TERRELINE SIMS DIRECTOR, WORKFORCE DEVELOPMENT 161360 0 14200 0 492 0 8068 0 1295 0 185415 0 0 0 PART I, LINE 4B ROBERT PINNEGAR, PRESIDENT & CEO OF NAA, RECEIVED $26,727 IN EMPLOYER 457F CONTRIBUTIONS. SCHEDULE J, PART I, LINE 3: THE PRESIDENT & CEO, CHIEF OPERATING OFFICER, SVP OF FINANCE, AND THE SVP OF MEMBER PROGRAMS & AFFILIATE ENGAGEMENT ARE NOT COMPENSATED DIRECTLY FROM NAAEI. THEY ARE COMPENSATED BY A RELATED 501(C)(6) ORGANIZATION, THE NATIONAL APARTMENT ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED DURING 2025 TO INCLUDE AN EXECUTIVE COMMITTEE AND TO SPECIFICALLY DETAIL THE OFFICERS AND THEIR ROLES IN CASE OF VACANCY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS MADE BY THE GOVERNING BODY ARE SUBJECT TO FINAL APPROVAL BY THE NATIONAL APARTMENT ASSOCIATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B NAAEI HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FEDERAL FORM 990. UPON SUBMISSION, THE DRAFT FEDERAL FORM 990 IS REVIEWED BY THE NAA PRESIDENT & CEO AND THE NAAEI EXECUTIVE COMMITTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C NAAEI 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. CONFLICT OF INTEREST MAY OCCUR WHEN NAAEI ENTERS INTO TRANSACTIONS WITH EITHER NONPROFIT ORGANIZATIONS OR FOR-PROFIT ENTERPRISES. TO AVOID ACTUAL, POTENTIAL, OR EVEN THE APPEARANCE OF, CONFLICTS OF INTEREST, PERSONS SUBJECT TO THE POLICY SHOULD DISCLOSE ANY CONNECTION OR RELATIONSHIP WITH ORGANIZATIONS OR ENTERPRISES DOING BUSINESS WITH NAAEI AND REFRAIN FROM PARTICIPATING IN DECISIONS AFFECTING TRANSACTIONS BETWEEN NAAEI AND THE OTHER ORGANIZATION OR ENTERPRISE. THE MERE EXISTENCE OF A CONNECTION OR RELATIONSHIP SHALL NOT PREVENT A TRANSACTION FROM TAKING PLACE, HOWEVER, SO LONG AS: (I) THE RELATIONSHIP IS DISCLOSED; (II) DISINTERESTED INDIVIDUALS MAKE THE NECESSARY DECISIONS; AND (III) THE TERMS OF THE TRANSACTION ARE FAIR AND REASONABLY COMPARABLE TO THOSE AVAILABLE IN OTHER COMMERCIAL TRANSACTIONS WHERE THE PARTIES ARE ENTIRELY INDEPENDENT OF ONE ANOTHER. FORM 990, PART VI, SECTION B, LINE 15 THE VICE PRESIDENT RECEIVES AN ANNUAL REVIEW SUBJECT TO APPROVAL BY THE PRESIDENT OF THE NATIONAL APARTMENT ASSOCIATION. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS NOT SUBJECT TO AN INDEPENDENT REVIEW. THE PRESIDENT & CEO, CHIEF OPERATING OFFICER, AND THE SVP OF FINANCE ARE NOT COMPENSATED DIRECTLY FROM NAAEI. THEY ARE COMPENSATED FROM THE NATIONAL APARTMENT ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 NAAEI MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G OTHER PROF. FEES: PROGRAM SERVICE EXPENSES 211,048. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 211,048. LEARNING MANAGEMENT SYSTEM: PROGRAM SERVICE EXPENSES 740,231. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 740,231. WEBSITE MAINTENANCE AND DIGITAL ADVERTISING: PROGRAM SERVICE EXPENSES 218,197. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 218,197. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 975. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 975. FORM 990, PART V, LINE 2A NAAEI DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. NAA, A RELATED ORGANIZATION EXEMPT UNDER IRS SECTION 501(C)(6), IS RESPONSIBLE FOR FILING FORMS W-2S FOR ALL EMPLOYEES. THE COMPENSATION AND RELATED NON-TAXABLE BENEFITS ARE REPORTED ON PART VII, SECTION A AS WELL AS PART IX OF EACH ORGANIZATION AS INCURRED. THE TOTAL NUMBER OF EMPLOYEES FROM NAA THAT WERE SHARED WITH NAAEI WAS 8 AS OF DECEMBER 31, 2025. NATIONAL APARTMENT ASSOCIATION 4300 WILSON BOULEVARD SUITE 800 ARLINGTON VA 22203 530191129 TO SERVE THE INTERESTS OF THE MULTIFAMILY HOUSING INDUSTRY VA 501(C)(6) N/A N/A 0 NATIONAL APARTMENT ASSOCIATION PAC 4300 WILSON BOULEVARD SUITE 800 ARLINGTON VA 22203 900045653 TO FUND POLITICAL CAMPAIGNS VA 527 N/A NATIONAL APARTMENT ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 0 NATIONAL APARTMENT ASSOCIATION P 374647 FMV NATIONAL APARTMENT ASSOCIATION Q 408904 FMV