Form 990 for tax year 2024
Filed by MORTGAGE BANKERS ASSOCIATION OF AMERICA.
Totals
- Total revenue
- $61,785,785
- Total expenses
- $63,280,987
- Contributions and grants received
- $82,915
- Grants paid
- $350,876
- 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
-
DANIEL SUGG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
DEBRA STILL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
SUSAN STEWART
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVID SMITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
HILLARY PROVINSE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
ROBERT SLATT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
KEVIN REEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
EDUARDO PEREZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JEFFREY TAYLOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JAMES SIAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
NANCY WEISSGOLD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
J DAVID MOTLEY
BOARD MEMBER (UNTIL 10/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
JEFF FRIEDMAN
BOARD MEMBER (UNTIL 10/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
ERIC GATES
BOARD MEMBER (UNTIL 12/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
NINA GHAMSARI
BOARD MEMBER (UNTIL 10/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN HEDLUND
BOARD MEMBER (UNTIL 10/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
SUSANNE LIVINGSTON
BOARD MEMBER (UNTIL 10/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
GENE LUGAT
BOARD MEMBER (UNTIL 10/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
PETER NORDEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
STEVEN PAISANCE
BOARD MEMBER (UNTIL 03/2025)
- Total calculated
- $0
- Hours/week
- 0.5
-
CHRISTINE C RHEA
BOARD MEMBER (UNTIL 11/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL TANNER
BOARD MEMBER (UNTIL 10/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
PATRICK CAREY
BOARD MEMBER (UNTIL 10/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
WILLIAM NELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
ROHIT GUPTA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JEFFREY MAJEWSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
LAURA ESCOBAR
CHAIR
- Total calculated
- $13,265
- From this org
- $13,265
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
CHRISTINE R CHANDLER
CHAIR-ELECT
- Total calculated
- $8,864
- From this org
- $8,864
- From related orgs
- $0
- Other
- $0
- Hours/week
- 7
-
OWEN V LEE
VICE-CHAIR
- Total calculated
- $3,499
- From this org
- $3,499
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
MARK JONES
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
BILL BANFIELD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVID BATTANY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
TIM BOWLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JAY BRAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVID BRICKMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JACK COHEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
KATE DEKAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
PAT DODD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
QUENTIN FOGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVID GANSBERG
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
-
SEAN GRZEBIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
JEFF WEIDELL
BOARD MEMBER (UNTIL 10/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
BRIAN HANSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL INNIS-THOMPSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
DEBORAH JONES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
TAWN KELLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
KAREN KREUTZIGER-POWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
GREG MICHAUD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
THOMAS L WIND
BOARD MEMBER (10/2024)
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL W BRIGGS
SVP, GENERAL COUNSEL
- Total calculated
- $436,612
- From this org
- $397,060
- From related orgs
- $0
- Other
- $39,552
- Hours/week
- 32.7 + 2.3 related
Schedule J breakdown matched by us
- Base
- $356,520
- Bonus
- $40,000
- Other
- $540
- Deferred
- $20,700
- Nontaxable benefits
- $18,852
- Filer's total
- $436,612
-
ASTRID D VERMEER
SVP & CHIEF FINANCIAL OFFICER
- Total calculated
- $120,965
- From this org
- $113,060
- From related orgs
- $0
- Other
- $7,905
- Hours/week
- 33.7 + 1.3 related
-
LISA J HAYNES
SVP, CFO & DIV. OFF. (UNTIL 09/2024)
- Total calculated
- $415,235
- From this org
- $371,405
- From related orgs
- $0
- Other
- $43,830
- Hours/week
- 33.7 + 1.3 related
Schedule J breakdown matched by us
- Base
- $284,506
- Bonus
- $50,000
- Other
- $36,899
- Deferred
- $17,775
- Nontaxable benefits
- $26,055
- Filer's total
- $415,235
-
ROBERT D BROEKSMIT
PRESIDENT & CEO
- Total calculated
- $2,041,412
- From this org
- $1,979,633
- From related orgs
- $0
- Other
- $61,779
- Hours/week
- 34.7 + 0.3 related
Schedule J breakdown matched by us
- Base
- $1,369,274
- Bonus
- $586,819
- Other
- $23,540
- Deferred
- $20,700
- Nontaxable benefits
- $41,079
- Filer's total
- $2,041,412
-
STEPHEN O'CONNOR
SVP, AFFORDABLE HOUSING (UNTIL 9/24)
- Total calculated
- $422,368
- From this org
- $368,207
- From related orgs
- $0
- Other
- $54,161
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $286,805
- Bonus
- $40,000
- Other
- $41,402
- Deferred
- $17,775
- Nontaxable benefits
- $36,386
- Filer's total
- $422,368
-
GORDON R MILLS
SVP, RESIDENTIAL POLICY & STRATEGIC INDUSTRY ENGAG
- Total calculated
- $713,029
- From this org
- $660,638
- From related orgs
- $0
- Other
- $52,391
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $547,098
- Bonus
- $90,000
- Other
- $23,540
- Deferred
- $20,700
- Nontaxable benefits
- $31,691
- Filer's total
- $713,029
-
PETER J GRACE
SVP, MEMBERSHIP, ED., TECH, & STRATEGY
- Total calculated
- $527,471
- From this org
- $468,914
- From related orgs
- $0
- Other
- $58,557
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $382,874
- Bonus
- $62,500
- Other
- $23,540
- Deferred
- $20,678
- Nontaxable benefits
- $37,879
- Filer's total
- $527,471
-
MICHAEL C FRATANTONI
CHIEF ECONOMIST & SVP, RESEARCH & INDUSTRY TECH.
- Total calculated
- $518,590
- From this org
- $496,875
- From related orgs
- $0
- Other
- $21,715
- Hours/week
- 32.5 + 2.5 related
Schedule J breakdown matched by us
- Base
- $403,335
- Bonus
- $70,000
- Other
- $23,540
- Deferred
- $20,700
- Nontaxable benefits
- $1,015
- Filer's total
- $518,590
-
MICHAEL P FLOOD
SVP, COMM. & MULTIFAMILY (UNTIL 9/24)
- Total calculated
- $628,744
- From this org
- $586,919
- From related orgs
- $0
- Other
- $41,825
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $345,304
- Bonus
- $0
- Other
- $241,615
- Deferred
- $19,680
- Nontaxable benefits
- $22,145
- Filer's total
- $628,744
-
MARCIA M DAVIES
SVP AND CHIEF OPERATING OFFICER
- Total calculated
- $928,270
- From this org
- $876,483
- From related orgs
- $0
- Other
- $51,787
- Hours/week
- 34.7 + 0.3 related
Schedule J breakdown matched by us
- Base
- $649,693
- Bonus
- $203,250
- Other
- $23,540
- Deferred
- $20,700
- Nontaxable benefits
- $31,087
- Filer's total
- $928,270
-
WILLIAM P KILLMER
SVP, LEGISLATIVE & POLITICAL AFFAIRS
- Total calculated
- $687,163
- From this org
- $634,496
- From related orgs
- $0
- Other
- $52,667
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $525,956
- Bonus
- $85,000
- Other
- $23,540
- Deferred
- $20,700
- Nontaxable benefits
- $31,967
- Filer's total
- $687,163
-
FREDDY FELIZ
CIO & VP, INFORMATION TECHNOLOGY
- Total calculated
- $353,519
- From this org
- $318,025
- From related orgs
- $0
- Other
- $35,494
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $291,325
- Bonus
- $26,160
- Other
- $540
- Deferred
- $17,714
- Nontaxable benefits
- $17,780
- Filer's total
- $353,519
-
MARINA WALSH
VP, INDUSTRY ANALYSIS
- Total calculated
- $342,470
- From this org
- $321,325
- From related orgs
- $0
- Other
- $21,145
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $290,785
- Bonus
- $30,000
- Other
- $540
- Deferred
- $17,630
- Nontaxable benefits
- $3,515
- Filer's total
- $342,470
-
JOHN MECHEM
VP, PUBLIC AFFAIRS
- Total calculated
- $381,508
- From this org
- $318,377
- From related orgs
- $0
- Other
- $63,131
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $291,837
- Bonus
- $26,000
- Other
- $540
- Deferred
- $18,602
- Nontaxable benefits
- $44,529
- Filer's total
- $381,508
-
ELAINE HOWARD HARRINGTON
VP, MEETINGS
- Total calculated
- $397,246
- From this org
- $336,831
- From related orgs
- $0
- Other
- $60,415
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $308,291
- Bonus
- $28,000
- Other
- $540
- Deferred
- $19,336
- Nontaxable benefits
- $41,079
- Filer's total
- $397,246
-
JAMES WOODWELL
VP, COMMERCIAL REAL ESTATE, RESEARCH
- Total calculated
- $388,399
- From this org
- $342,333
- From related orgs
- $0
- Other
- $46,066
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $311,793
- Bonus
- $30,000
- Other
- $540
- Deferred
- $19,112
- Nontaxable benefits
- $26,954
- Filer's total
- $388,399
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
- 4a · Severance or change-of-control payment
Answered no
- 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: 4 OFFICERS AND 1 KEY EMPLOYEE RECEIVED THE BENEFIT. TRAVEL FOR COMPANIONS: 3 OFFICERS, KEY EMPLOYEES, AND DIRECTORS RECEIVED THE BENEFIT. GROSS UP PAYMENTS: 3 OFFICERS RECEIVED THE BENEFIT. SOCIAL CLUB DUES: 1 OFFICER AND 1 KEY EMPLOYEE RECEIVED THE BENEFIT. THESE BENEFITS WERE NOT TREATED AS TAXABLE COMPENSATION TO THE LISTED PERSONS, EXCEPT FOR BOARD MEMBER'S COMPANION TRAVEL.
- PART I, LINE 4A
- THE ORGANIZATION MADE SEVERANCE PAYMENTS TO THE FOLLOWING EMPLOYEES DURING THE YEAR FOLLOWING SEPARATION FROM SERVICE. MICHAEL P. FLOOD: $217,500
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
-
$50,000
CONTRIBUTION
-
$50,000
HOUSING SOLUTIONS SPONSORSHIP
-
DONATION
-
ANNUAL GALA DONATION
-
$20,000
MBA DONATION + MATCHING
-
NATIONAL PARTNERSHIP
-
$12,500
LENDERS 1 CONFERENCE/SUMMIT SPONSORSHIP
-
$12,500
SPONSORSHIP
-
DONATION
-
HOMEOWNERSHIP COUNCIL OF AMERICA
$10,000
GENERAL SUPPORT
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
- 2024
- IRS schema version
- 2024v5.5
- Source object
- 202622299349301972
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