Form 990 for tax year 2022
Filed by MORTGAGE BANKERS ASSOCIATION OF THE CAROLINAS INC.
Totals
- Total revenue
- $145,128
- Total expenses
- $184,284
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $134,138
- Investment income
- $9,687
- Other revenue
- $1,303
- Total assets, end of year
- $605,244
- Total liabilities, end of year
- $2,169
- Net assets or fund balances, end of year
- $603,075
- Program services expenses (Part IX)
- $132,801
- Management and general expenses
- $51,483
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 72.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: CONVENTION
total $92,235 · related or exempt $92,235
-
2b · Program service revenue: DUES
total $41,903 · related or exempt $41,903
-
3 · Investment income
total $9,687 · related or exempt $9,687
-
11a · Other revenue: IRS REFUND
total $1,303 · related or exempt $1,303
-
11e · Other revenue, total
$1,303
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $69,878 · program services $27,951 · management and general $41,927
-
9 · Other employee benefits
total $827 · program services $331 · management and general $496
-
10 · Payroll taxes
total $5,506 · program services $2,202 · management and general $3,304
-
11c · Fees: accounting
total $2,170 · program services $2,170
-
11d · Fees: lobbying
total $22,945 · program services $22,945
-
11g · Fees: other
total $22,500 · program services $22,500
-
12 · Advertising and promotion
total $120 · program services $120
-
13 · Office expenses
total $628 · program services $251 · management and general $377
-
14 · Information technology
total $2,288 · program services $2,288
-
17 · Travel
total $6,190 · program services $6,190
-
19 · Conferences, conventions and meetings
total $33,811 · program services $33,811
-
23 · Insurance
total $4,454 · management and general $4,454
-
24a · Other expenses: YOUR MEMBERSHIP
total $4,046 · program services $4,046
-
24b · Other expenses: BANK & MERCHANT FEES
total $3,603 · program services $3,603
-
24c · Other expenses: STORAGE
total $1,542 · program services $617 · management and general $925
-
24d · Other expenses: MEALS
total $1,509 · program services $1,509
-
24e · All other expenses
total $2,267 · program services $2,267
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $60,651 · end of year $41,972
-
2 · Savings and temporary cash investments
beginning of year $495,211 · end of year $454,845
-
7 · Other notes and loans receivable
beginning of year $102,197 · end of year $108,427
-
10a · Land, buildings and equipment: cost or other basis
$444
-
10b · Land, buildings and equipment: accumulated depreciation
$444
-
25 · Other liabilities
beginning of year $15,828 · end of year $2,169
-
27 · Net assets without donor restrictions
beginning of year $642,231 · end of year $603,075
Mission and programs · 2022
Mission
UNITE AS AN ORGANIZATION OF MORTGAGE PROFESSIONALS, CREATE VALUE FOR THE MEMBERSHIP THROUGH EDUCATION, LEGISLATIVE REPRESENTATION AND CUMMUNICATIONS, WHILE PROMOTING THE HIGHEST VALUE OF ETHICAL STANDARDS.
Activities or mission (Part I)
SUPPORT THE MORTGAGE BANKING INDUSTRY
-
THE EDUCATIONAL ADVANCEMENT OF PERSONS ENGAGED IN THE MORTGAGE BUSINESS. TO IMPROVE THE INDUSTRY AND TO PROMOTE GOODWILL THROUGH CONVENTIONS, SEMINARS, NEWSLETTERS, AND A MEMBERS' DIRECTORY.
As filed on the 2022 return.
Listed in Part VII
-
Bryan ParkerBRYAN PARKER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1.5
-
Amy CongdonAMY CONGDON
PRESIDENT EL
- Total calculated
- $0
- Hours/week
- 1.5
-
Robin WeyrensROBIN WEYRENS
EXECUTIVE DI
- Total calculated
- $69,878
- From this org
- $69,878
- From related orgs
- $0
- Other
- $0
- Hours/week
- 50
-
Bob BooneBOB BOONE
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1.5
-
Charles StilesCHARLES STILES
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 1.5
-
Lisa RogersLISA ROGERS
TREASURER
- Total calculated
- $0
- Hours/week
- 1.5
-
Angela FultonANGELA FULTON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.5
-
Dawn HooperDAWN HOOPER
DIRECTOR-NC
- Total calculated
- $0
- Hours/week
- 0.4
-
Nelda CalesNELDA CALES
DIRECTOR-NC
- Total calculated
- $0
- Hours/week
- 0.4
-
John AdamsJOHN ADAMS
DIRECTOR-NC
- Total calculated
- $0
- Hours/week
- 0.4
-
Peter InsabellaPETER INSABELLA
DIRECTOR-SC
- Total calculated
- $0
- Hours/week
- 0.4
-
Cecilia JansonCECILIA JANSON
DIRECTOR-SC
- Total calculated
- $0
- Hours/week
- 0.4
-
Beth TroxellBETH TROXELL
DIRECTOR-SC
- Total calculated
- $0
- Hours/week
- 0.4
-
Amber HootsAMBER HOOTS
ASSOC. DIREC
- Total calculated
- $0
- Hours/week
- 0.4
-
Michelle McDonaldMICHELLE MCDONALD
ASSOC. DIREC
- Total calculated
- $0
- Hours/week
- 0.4
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, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 5 March 2023
- IRS schema version
- 2022v5.0
- Source object
- 202400959349301710
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