Form 990 for tax year 2022
Filed by MORTGAGE BANKERS ASSOCIATION OF AMERICA.
Totals
- Total revenue
- $68,643,483
- Total expenses
- $64,533,754
- Contributions and grants received
- $68,631
- Grants paid
- $510,600
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Listed in Part VII
-
MARK JONES
CHAIR-ELECT
- Total calculated
- $3,670
- From this org
- $3,670
- From related orgs
- $0
- Other
- $0
- Hours/week
- 7
-
KRISTY FERCHO
IMMEDIATE PAST CHAIR
- Total calculated
- $6,892
- From this org
- $6,892
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
MATTHEW G ROCCO SR
CHAIR
- Total calculated
- $12,566
- From this org
- $12,566
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
LAURA ESCOBAR
VICE-CHAIR
- Total calculated
- $1,623
- From this org
- $1,623
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
SUSAN T STEWART
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID BRICKMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
PATRICK CAREY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
CHRISTINE R CHANDLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JEFF FRIEDMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
ERIC GATES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JACK GAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
CHRISTOPHER M GEORGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
NIMA GHAMSARI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
ROHIT GUPTA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
BRIAN HANSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN HEDLUND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
TAWN KELLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
OWEN V LEE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
WILLIAM LOWMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
SONYA LUECHAUER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
GENE LUGAT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JEFFREY MAJEWSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
MARY ANN MCGARRY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
GREG MICHAUD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
STANLEY C MIDDLEMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
J DAVID MOTLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
PETER NORDEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
WILLIAM NEWMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
MARK O'DONOVAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
EDDY PEREZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
KURT PFOTENHAUER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
STEVEN PLAISANCE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
CHRISTINE C RHEA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVID SPECTOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
DEBRA W STILL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL S TANNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JOE TYRRELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JIM WEHMANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JEFF WEIDELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
THOMAS L WIND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
ROBERT D BROEKSMIT
PRESIDENT & CEO
- Total calculated
- $2,353,669
- From this org
- $2,039,610
- From related orgs
- $0
- Other
- $314,059
- Hours/week
- 34.7 + 0.3 related
Schedule J breakdown matched by us
- Base
- $1,246,374
- Bonus
- $770,414
- Other
- $22,822
- Deferred
- $275,925
- Nontaxable benefits
- $38,134
- Filer's total
- $2,353,669
-
MICHAEL W BRIGGS
SVP & GENERAL COUNSEL
- Total calculated
- $433,260
- From this org
- $389,428
- From related orgs
- $0
- Other
- $43,832
- Hours/week
- 32.7 + 2.3 related
Schedule J breakdown matched by us
- Base
- $345,864
- Bonus
- $40,000
- Other
- $3,564
- Deferred
- $25,925
- Nontaxable benefits
- $17,907
- Filer's total
- $433,260
-
LISA J HAYNES
SVP, CFO & CHIEF DIV. & INCLUSION OFFICER
- Total calculated
- $471,102
- From this org
- $414,292
- From related orgs
- $0
- Other
- $56,810
- Hours/week
- 32.7 + 2.3 related
Schedule J breakdown matched by us
- Base
- $336,373
- Bonus
- $55,000
- Other
- $22,919
- Deferred
- $25,925
- Nontaxable benefits
- $30,885
- Filer's total
- $471,102
-
MARCIA M DAVIES
CHIEF OPERATING OFFICER
- Total calculated
- $1,033,695
- From this org
- $980,257
- From related orgs
- $0
- Other
- $53,438
- Hours/week
- 34.7 + 0.3 related
Schedule J breakdown matched by us
- Base
- $630,693
- Bonus
- $325,500
- Other
- $24,064
- Deferred
- $25,925
- Nontaxable benefits
- $27,513
- Filer's total
- $1,033,695
-
GORDON R MILLS
SVP, RES. POLICY & MEMBER ENGAGEMENT
- Total calculated
- $718,015
- From this org
- $658,649
- From related orgs
- $0
- Other
- $59,366
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $534,585
- Bonus
- $100,000
- Other
- $24,064
- Deferred
- $25,925
- Nontaxable benefits
- $33,441
- Filer's total
- $718,015
-
WILLIAM P KILLMER
SVP, LEGISLATIVE & POLITICAL AFFAIRS
- Total calculated
- $667,957
- From this org
- $613,770
- From related orgs
- $0
- Other
- $54,187
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $514,706
- Bonus
- $75,000
- Other
- $24,064
- Deferred
- $25,925
- Nontaxable benefits
- $28,262
- Filer's total
- $667,957
-
MICHAEL P FLOOD
SVP, CREF & MULTIFAMILY
- Total calculated
- $556,203
- From this org
- $493,957
- From related orgs
- $0
- Other
- $62,246
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $397,347
- Bonus
- $85,000
- Other
- $11,610
- Deferred
- $25,925
- Nontaxable benefits
- $36,321
- Filer's total
- $556,203
-
MICHAEL C FRATANONI
CHIEF ECON./SVP OF RESR. & IND. TECH
- Total calculated
- $528,015
- From this org
- $468,058
- From related orgs
- $0
- Other
- $59,957
- Hours/week
- 33 + 2 related
Schedule J breakdown matched by us
- Base
- $376,316
- Bonus
- $70,000
- Other
- $21,742
- Deferred
- $25,850
- Nontaxable benefits
- $34,107
- Filer's total
- $528,015
-
PETER J GRACE
CIO/SVP, STRATEGY & MEMBER SERVICES
- Total calculated
- $512,222
- From this org
- $452,856
- From related orgs
- $0
- Other
- $59,366
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $410,114
- Bonus
- $21,000
- Other
- $21,742
- Deferred
- $25,925
- Nontaxable benefits
- $33,441
- Filer's total
- $512,222
-
STEPHEN O'CONNOR
SVP, AFFORDABLE HOUSING INITIATIVES
- Total calculated
- $491,406
- From this org
- $432,040
- From related orgs
- $0
- Other
- $59,366
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $358,976
- Bonus
- $50,000
- Other
- $23,064
- Deferred
- $25,925
- Nontaxable benefits
- $33,441
- Filer's total
- $491,406
-
JEFFREY SCHUMMER
VP, EDUCATION
- Total calculated
- $296,200
- From this org
- $245,442
- From related orgs
- $0
- Other
- $50,758
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $116,807
- Bonus
- $121,636
- Other
- $6,999
- Deferred
- $25,925
- Nontaxable benefits
- $24,833
- Filer's total
- $296,200
-
ELAINE HOWARD
VP, MEETINGS
- Total calculated
- $389,707
- From this org
- $327,491
- From related orgs
- $0
- Other
- $62,216
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $298,790
- Bonus
- $25,000
- Other
- $3,701
- Deferred
- $25,925
- Nontaxable benefits
- $36,291
- Filer's total
- $389,707
-
JOHN MECHEM
VP, PUBLIC AFFAIRS
- Total calculated
- $366,853
- From this org
- $303,316
- From related orgs
- $0
- Other
- $63,537
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $284,074
- Bonus
- $18,000
- Other
- $1,242
- Deferred
- $25,303
- Nontaxable benefits
- $38,234
- Filer's total
- $366,853
-
JAMES WOODWELL
VP, COMMERCIAL REAL ESTATE RES.
- Total calculated
- $365,446
- From this org
- $324,368
- From related orgs
- $0
- Other
- $41,078
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $301,058
- Bonus
- $20,988
- Other
- $2,322
- Deferred
- $25,691
- Nontaxable benefits
- $15,387
- Filer's total
- $365,446
-
TAMARA KING
VP OF STRATEGIC INDUSTRY ENGAGEMENT
- Total calculated
- $336,719
- From this org
- $291,398
- From related orgs
- $0
- Other
- $45,321
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $269,156
- Bonus
- $21,000
- Other
- $1,242
- Deferred
- $23,078
- Nontaxable benefits
- $22,243
- Filer's total
- $336,719
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · First-class or charter travel
- 1a · Travel for companions
- 1a · Tax indemnification and gross-up payments
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 1A
- INFORMATION ABOUT THE LISTED BENEFITS IS AS FOLLOWS. FIRST CLASS OR CHARTER TRAVEL: 3 OFFICERS, KEY EMPLOYEES, AND DIRECTORS RECEIVED THE BENEFIT. TRAVEL FOR COMPANIONS: 3 OFFICERS, KEY EMPLOYEES, AND DIRECTORS RECEIVED THE BENEFIT. GROSS UP PAYMENTS: 1 BOARD OF DIRECTOR RECEIVED THE BENEFIT. SOCIAL CLUB DUES: 1 OFFICER RECEIVED THE BENEFIT. THESE BENEFITS WERE NOT TREATED AS TAXABLE COMPENSATION TO THE LISTED PERSONS, EXCEPT FOR BOARD MEMBER'S COMPANION TRAVEL.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$76,975
DONATIONS AND MBA STAFF MATCHING GIFTS
-
$53,700
GENERAL SUPPORT/SPONSORSHIP
-
NATIONAL HOUSING CONFERENCE INC
$25,000
MEMBERSHIP & SPONSORSHIP
-
DIVERSITY FUNDING AND SPONSORSHIP
-
DONATION
-
FULL YEAR STUDENT SPONSOR
-
SPONSORSHIP/SUSTAINING ADVISOR
-
HBCU BUSINESS DEANS ROUNDTABLE
$15,000
HBCU BUSINESS DEANS ROUNDTABLE
-
SPONSOR ANNUAL DIAMOND PARTNER
-
$14,500
CONTRIBUTION/SPONSORSHIP
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · RENTAL & MORTGAGE ASSISTANCE TO FAMILIES WITH CRITICALLY ILL CHILDREN · DE · controlled entity
Directly controlled by MORTGAGE BANKERS ASSOCIATION
-
MORTGAGE BANKERS ASSOCIATION POLITICAL ACTION COMMITTEE
527 · POLITICAL ACTION COMMITTEE · DC · controlled entity
Directly controlled by MORTGAGE BANKERS ASSOCIATION
-
501(C)(6) · SUPPORT COMMON BUSINESS INTERESTS OF REAL ESTATE FINANCE INDUSTRY · DE · controlled entity
Directly controlled by MORTGAGE BANKERS ASSOCIATION
-
MORTGAGE INDUSTRY STANDARDS MAINTENANCE ORGANIZATION INC
501(C)(6) · DEVELOPING, PROMOTING AND MAINTAINING VOLUNTARY ELECTRONIC COMMERCE STDS · DE · controlled entity
Directly controlled by MORTGAGE BANKERS ASSOCIATION
-
RESEARCH INSTITUTE FOR HOUSING AMERICA
501(C)(3) · FURTHERING RESEARCH IN THE FIELD OF MORTGAGE BANKING AND REAL ESTATE FINANCE · IL · controlled entity
Directly controlled by MORTGAGE BANKERS ASSOCIATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202412269349300431
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.