2024-11-05T08:34:01-06:00 2023-12-31 753218994 JONES & MCINTYRE PLLC 6506 LOISDALE ROAD SUITE 330 SPRINGFIELD VA 22150 990 2023-01-01 521651713 AMERICAN ASSOCIATION OF RESIDENTIAL MORTGAGE REGULATORS AMER 7037825920 1900 CAMPUS COMMONS DRIVE 100 RESTON VA 20191 DAVID SAUNDERS EXECUTIVE DIRECTOR 7037825920 2024-11-05 1 1 JOEY JAY JONES CPA P00229534 7038664500 2023 2024-10-15 13:58:12Z DAVID SAUNDERS 1900 CAMPUS COMMONS DRIVE 100 RESTON VA 20191 445313 0 X WWW.AARMR.ORG X 1989 DC TO PROMOTE KNOWLEDGE OF RESIDENTIAL MORTGAGE REGULATIONS. 9 9 0 0 0 0 131450 117150 276285 324359 327 3629 0 175 408062 445313 0 0 0 0 0 0 0 0 0 380796 431904 380796 431904 27266 13409 332270 360730 0 15051 332270 345679 X SEE SCHEDULE O 0 0 196569 204397 THE ANNUAL REGULATORY CONFERENCE IS ATTENDED BY GENERAL (STATE) MEMBERS AND AFFILIATE (INDUSTRY) MEMBERS WHO COME TOGETHER TO NETWORK, SHARE INFORMATION AND HEAR PRESENTATIONS ON RESIDENTIAL MORTGAGE ISSUES OF MUTUAL INTEREST. THE 2023 CONFERENCE HAD OVER 250 ATTENDEES. 91231 119962 EXAMINER SCHOOLS CONSISTED OF EXAMINER TRAINING IN VIRTUAL CYBERSECURITY AND ENHANCED FINANCIAL ANALYSIS. TRAINING WAS ATTENDED BY EXAMINERS IN REGULATION OF MORTGAGE BROKERS, LENDERS AND LOAN ORIGINATORS IN THEIR RESPECTIVE STATES. 287800 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DAVID SAUNDERS 7037825920 1900 CAMPUS COMMONS DRIVE SUITE 100 RESTON VA 20191 X KIRSTEN ANDERSON IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ALISON KIYOTOKI DIRECTOR 1.00 X 0 0 0 CHRIS ROMANO VICE PRESIDENT 1.00 X X 0 0 0 ROD CARNES TREASURER 1.00 X X 0 0 0 KAREEME TUCKER DIRECTOR 1.00 X 0 0 0 CLIFFORD CHARLAND PRESIDENT 1.00 X X 0 0 0 ELLENA MEIER SECRETARY 1.00 X X 0 0 0 KEVIN CUFF DIRECTOR 1.00 X 0 0 0 DEREK STORMS DIRECTOR 1.00 X 0 0 0 DAVID SAUNDERS EXECUTIVE DIRECTOR 25.00 X 0 0 0 0 0 0 0 0 0 0 SUMMIT ASSOCIATION MANAGEMENT GROUP 2016 HUNTER MILL ROAD VIENNA VA 22181 MANAGEMENT SERVICES 198014 1 117150 117150 ANNUAL CONFERENCE 900099 204397 204397 TRAINING SCHOOLS 900099 119962 119962 324359 3629 3629 MISCELLANEOUS 900099 175 175 175 445313 0 0 328163 198014 111147 86867 6900 6900 2100 2100 11565 8273 3292 9135 7042 2093 139659 139659 9020 9020 WEBSITE 31750 31750 SPEAKER FEES AND EXPENS 10686 10686 ONLINE REGISTRATION FEE 7913 7913 TRAINER FEES AND EXPENS 3080 3080 2082 2082 431904 287800 144104 0 37874 49791 150337 151729 0 12915 144059 146295 332270 360730 0 15051 0 15051 X 332270 345679 332270 345679 332270 360730 13409 0 X X 0 1 X 1 0 X 110131 114527 117125 131450 117150 590383 110131 114527 117125 131450 117150 590383 590383 1813 127 528 327 3629 6424 3000 7050 4378 175 14603 611410 1042222 0.96560 0.96880 X 0 CERTIFICATES OF DEPOSIT 146295 F 146295 X 445313 0 445313 0 445313 431904 0 431904 0 431904 PART X, LINE 2: AARMR IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AARMR HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION BY THE INTERNAL REVENUE SERVICE. AARMR IS ALSO EXEMPT FROM DISTRICT OF COLUMBIA INCOME TAX. AARMR BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. FORM 990, PAGE 2, PART III, LINE 1 AARMR'S PRIMARY MISSION IS TO PROMOTE THE EXCHANGE OF INFORMATION AND EDUCATION CONCERNING THE LICENSING, SUPERVISION AND REGULATION OF THE RESIDENTIAL MORTGAGE INDUSTRY, TO ENSURE THE ABILITY OF STATE MORTGAGE REGULATORS TO PROVIDE EFFECTIVE MORTGAGE SUPERVISION FOR A SAFE AND SOUND INDUSTRY MEETING THE NEEDS OF THE LOCAL FINANCIAL MARKETS, AND TO PROTECT THE RIGHTS OF CONSUMERS. FORM 990, PART VI, SECTION A, LINE 3 IN 2023 AARMR ENGAGED SUMMIT ASSOCIATION MANAGEMENT GROUP TO PROVIDE MANAGEMENT AND ACCOUNTING SERVICES. FORM 990, PART VI, SECTION A, LINE 6 AARMR HAS GENERAL (STATE) AND AFFILIATE (INDUSTRY) MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A GENERAL MEMBERS ELECT THE BOARD OF DIRECTORS AT THE ANNUAL CONFERENCE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WAS PROVIDED A DRAFT COPY OF FORM 990 TO REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO A CONFLICT. ANY POSSIBLE CONFLICT OF INTEREST SHALL BE DISCLOSED TO THE BOARD OF DIRECTORS OR APPROPRIATE COMMITTEE PERSON BY THE PERSON CONCERNED. THE CONCERNED PERSON SHALL NOT VOTE ON THE MATTER OR PARTICIPATE IN THE DELIBERATION. THE CONFLICT ON INTEREST POLICY IS REVIEWED ANNUALLY. BOARD MEMBERS SIGN ANNUAL STATEMENTS INDICATING HE/SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 AARMR MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 990, PART XII, LINE 2C THE AUDITOR/INDEPENDENT ACCOUNTANT SELECTION AND OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.