2024-10-02T10:30:27-07:00 2024-06-30 263414270 Freedomtax Accounting & Multiservices 1016 E Osceola Pkwy Kissimmee FL 34744 990EZ 2023-07-01 591029259 Mortgage Bankers Association of FL MORT 4078556155 1661 Aaron Brenner Dr 201 Memphis TN 38120 Yvette Clermont CMB AMP President 2024-10-02 true true Julian Vasquez P00546003 4073441012 2023 2024-10-15 13:58:12Z X X www.mbaf.org X X 180625 X 134924 45700 1 0 0 0 0 180625 73545 65 85630 159240 21385 74670 96055 X 77110 103298 6960 8007 84070 111305 9400 15250 74670 96055 The Mortgage Bankers Association of Florida MBAF has integrated the states diverse real estate finance industry into a unified service organization promoting sound and ethical business practices. 1. Held two successful LO Summits in Spring and Fall with close 100 attendees.2. Continue to have strong voice for the mortgage industry in Tallahassee with our lobbyist, Eric Prutsman.3. Had an outstanding Annual Convention and Secondary Conference in June 2024 with 150+ attendees and motivating speakers and panelists.4. For the first time, had a President that is a Top 1% Producing Loan Officer.5. Successful first year with a new association manager, Confluent Strategies, for association management. This was a large undertaking and major accomplishment.6. Installed an awesome new Board for 2024-2025 with a new President of the MBA of Florida-Sherry Weinrich. 159240 159240 Yvette Clermont CMB AMP President 2.00 0 Sherry Wenrich PRESIDENT ELECT 2.00 0 Robert Villalon Vice President 2.00 0 Timothy Bazell Treasurer 2.00 0 Bob Niemi CMB 2Vice President 2.00 0 Caitlin Guerra Executive Dir. 55.00 0 Doug Leever Past President 2.00 0 Eric Prutsman Legislative Rep 2.00 0 Christie Buff AMP Director 0 0 Dylan Rodriguez Director 0 0 Sandy Garcia Director 0 0 false false false true false false false 0 0 0 0 0 false Suzanne McCarty 1661 Aaron Brenner Dr Memphis TN 38120 4078556155 false false false false false false false false NONE NONE false false false false Other Expenses.1001 Advertising and Promotion $4671 Other Expenses.1002 Office Expenses $1293 Other Expenses.1005 Travel $1 Other Expenses.1012 Insurance $1046 Other Expenses.1 Conv & Sec Conf $46720 Other Expenses.2 Mgmt Mkt'g Updates $8120 Other Expenses.3 Credit Card Fees $7949 Other Expenses.4 LO Summit $5325 Other Expenses.5 Miscellaneous $2920 Other Expenses.6 Website Rebuild $2400 Other Expenses.7 Board & Committe $1929 Other Expenses.8 Emails/Mailchimp $1135 Other Expenses.9 Dues & Suscriptions $1100 Other Expenses.10 Website $720 Other Expenses.11 Conference Calls $240 Other Expenses.13 Licenses and Permits $61 Other Assets.1005 Accounts Receivable - Beginning $6960 Accounts Receivable - Ending $8007 Total Liabilities.1003 Deferred Revenue - Beginning $9400 Deferred Revenue - Ending $15250 Form 990 Part VI Section A Line 6 The organization is a trade association under 501(c)(6) of the IRS code and all members are individuals or companies who pay annual membership dues. Form 990 Part VI Section B Line 7a Members of the governing body are elected by vote of the membership at an annual meeting held at the annual convention. Form 990 Part VI Section B Line 11 A copy of the tax return is reviewed by board members. Form 990 Part VI Section B Line 15a The executive directors compensation is determined by the executive committee through the annual budget process. Form 990 Part VI Section C Line 19 The organizations documents, policies and financial statements are made available upon request at the organizations offices.