2024-11-15T11:43:49-06:00 2023-12-31 941250261 LINDQUIST VON HUSEN & JOYCE LLP 301 HOWARD STREET SUITE 850 SAN FRANCISCO CA 94105 990 2023-01-01 942861553 AFFORDABLE HOUSING MANAGEMENT ASSOCIATION - NORTHERN CA AND HI AFFO 8332462624 31805 TEMECULA PKWY 397 TEMECULA CA 92592 STACEY SMITH PRESISDENT 8332462624 2024-11-14 1 0 KYLE GANLEY P01443362 4159579999 2023 2024-10-15 13:58:12Z STACEY SMITH 31805 TEMECULA PKWY 397 TEMECULA CA 92592 506261 0 X HTTPS://AHMA-NCH.ORG/ X 1983 CA AHMA-NCH IS A NONPROFIT ASSOCIATION OF INDUSTRY PROFESSIONALS WHOSE MISSION IS TO STRENGTHEN AND ENHANCE AFFORDABLE HOUSING MANAGEMENT BY PROVIDING PROFESSIONAL DEVELOPMENT, EDUCATION, RESOURCES, ADVOCACY AND INDUSTRY REPRESENTATION. 18 17 0 20 0 0 156358 175956 433757 330245 11 60 0 0 590126 506261 10000 0 0 0 0 0 0 0 0 754014 561103 764014 561103 -173888 -54842 190196 103156 65706 38795 124490 64361 AHMA-NCH IS A NONPROFIT ASSOCIATION OF INDUSTRY PROFESSIONALS WHOSE MISSION IS TO STRENGTHEN AND ENHANCE AFFORDABLE HOUSING MANAGEMENT BY PROVIDING PROFESSIONAL DEVELOPMENT, EDUCATION, RESOURCES, ADVOCACY AND INDUSTRY REPRESENTATION. 0 0 491891 330245 SEMINARS AND TRAINING PROVIDED TO MANAGEMENT AGENTS - SUBJECTS INCLUDED INCOME AND ASSET ALLOCATION, FAIR HOUSING, MAINTENANCE, AND CERTIFICATION TOPICS. 491891 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X THE ORGANIZATION 8332462624 31805 TEMECULA PKWY 397 TEMECULA CA 92592 X JANET ACEVEDO TREASURER 3.00 X X 0 0 0 CLAUDIA BUTLER SECRETARY 1.00 X X 0 0 0 ELYAS DAUD DIRECTOR 1.00 X 0 0 0 LISA ESTERON DIRECTOR 1.00 X 0 0 0 TRACY ESPOSITO DIRECTOR 1.00 X 0 0 0 SHERRA FLEMING DIRECTOR 1.00 X 0 0 0 MARY KESHISHIAN DIRECTOR 1.00 X 0 0 0 TRACEY MERRELL DIRECTOR 1.00 X 0 0 0 CAROLINA PEREZ DIRECTOR 1.00 X 0 0 0 ANNA GWYN SIMPSON DIRECTOR 1.00 X 0 0 0 STACEY SMITH PRESIDENT 6.00 X X 0 0 0 KRISTIN TAYLOR DIRECTOR 1.00 X 0 0 0 CHRISTIAN WIEDEL VICE PRESIDENT 3.00 X X 0 0 0 WILMA WILSON DIRECTOR 1.00 X 0 0 0 MARK LIVANEC DIRECTOR 1.00 X 0 0 0 JAMES VERTOVEC EXECUTIVE DIRECTOR 40.00 X X 0 0 0 EILEEN LUO DIRECTOR 1.00 X 0 0 0 TONY PANLILIO DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 BRILLIANT ASSOCIATION MANAGEMENT INC 31805 TEMECULA PARKWAY 397 TEMECULA CA 92592 MANAGEMENT 229154 1 173456 2500 175956 ANNUAL CONFERENCE 611430 213783 213783 TRAINING COURSES 611430 114812 114812 OTHER INCOME 611430 1650 1650 330245 60 60 506261 330245 0 60 229154 194781 34373 37398 7480 29918 29725 29725 121 121 2337 935 1402 180933 180933 3155 3155 PROFESSIONAL EDUCATION 39287 39287 BANK SERVICES FEES 27444 27444 DUES AND SUBSCRIPTIONS 9930 9930 TELEPHONE 1528 1299 229 91 77 14 561103 491891 69212 0 71346 27964 25873 19157 67132 37785 25845 18250 190196 103156 -9845 75551 38795 65706 38795 X 122990 60361 1500 4000 124490 64361 190196 103156 -54842 -5287 0 X X 1 X 0 1 0 X 229474 209837 199466 156358 175956 971091 628638 204763 230890 433757 330245 1828293 858112 414600 430356 590115 506201 2799384 0 0 0 2799384 1665 297 10 11 60 2043 1665 297 10 11 60 2043 859777 414897 430366 590126 506261 2801427 0.99930 0.99920 0.00070 0.00080 X JAMES VERTOVEC EXECUTIVE DIRECTOR 229154 JAMES VERTOVEC, THE EXECUTIVE DIRECTOR, OWNS A MANAGEMENT COMPANY, BRILLIANT ASSOCIATION MANAGEMENT, INC. THAT PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION AND HIS COMPANY IS PAID A MANAGEMENT FEE. 0 FORM 990, PART VI, SECTION A, LINE 3 A MANAGEMENT COMPANY, BRILLIANT ASSOCIATION MANAGEMENT, INC. PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION AND THE COMPANY IS PAID A MANAGEMENT FEE. IT IS HANDLED BY ANNUAL CONTRACT. FORM 990, PART VI, SECTION A, LINE 6 AHMA-NCH HAS FOUR CLASSES OF MEMBERSHIPS. MANAGING AGENT MEMBERSHIPS, SELF-MANAGED PROPERTY MEMBERSHIPS, ASSOCIATE MEMBERSHIPS AND ENROLLED PROPERTIES. ONLY MANAGING AGENT MEMBERS AND SELF-MANAGED PROPERTIES SHALL BE ENTITLED TO VOTE ON ANY MATTER TO BE VOTED UPON BY THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP VOTES TO ELECT THE BOARD OF DIRECTORS AND ORGANIZATION'S OFFICERS. THE MEMBERSHIP ALSO VOTES ON ARTICLES OF INCORPORATION AND BY-LAW AMENDMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER OF AHMA-NCH. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS ARE MADE KNOWN IN WRITING AT THE BEGINNING OF EACH CALENDAR YEAR. ANY CHANGES ARE NOTED AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A THE HIRING OF AN EXECUTIVE DIRECTOR THROUGH THE MANAGEMENT COMPANY IS VOTED ON BY THE FULL BOARD OF DIRECTORS AT CONTRACT RENEWAL TIME, NORMALLY EVERY TWO YEARS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND TAX RETURNS ARE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE COMMITTEE'S OVERSIGHT PROCESS OF THE AUDIT AND THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED.