2025-08-21T11:29:08-05:00 2024-12-31 992232952 CATHEDRAL CPAS & ADVISORS LLP 517 US HIGHWAY 1 SOUTH SUITE 3102 ISELIN NJ 08830 990 2024-01-01 471887125 NEW YORK MORTGAGE BANKERS ASSOCATION INC NEWY 5189630593 PO BOX 3242 ALBANY NY 12203 CHRISTINA WILEY EXECUTIVE DIRECTOR 5189630593 2025-08-21 1 0 SANTO CHIARELLI P01210094 7328559600 2024 2025-03-06 01:10:19Z JOSEPH CULVER PO BOX 3242 ALBANY NY 12203 209613 0 X WWW.NYMBA.ORG X 2014 NY PROFESSIONAL ASSOCIATION OF NEW YORK MORTGAGE BANKERS. 19 19 3 0 179 0 95440 100902 126574 108711 0 0 0 0 222014 209613 0 0 0 0 68496 106196 0 0 0 138367 184298 206863 290494 15151 -80881 156723 84514 40210 48881 116513 35633 TO SUPPORT AND PROMOTE THE EXPANSION OF THE MORTGAGE BANKING BUSINESS IN THE STATE OF NEW YORK; TO PROMOTE SOUND AND ETHICAL BUSINESS PRACTICES AMONGST THE MEMBERS; TO PROVIDE TIMELY INFORMATION TO THE MEMBERS REGARDING CHANGES IN CONDITIONS, LAWS AND ADMINISTRATIVE 0 0 290494 209613 TO SUPPORT THE REAL ESTATE FINANCE INDUSTRY IN NEW YORK BY SERVING APPROXIMATELY 100 COMPANIES THROUGH EDUCATIONAL FORUMS CONSISTING OF AN ANNUAL MEMBERSHIP CONFERENCE AND VARIOUS SEMINARS THROUGHOUT THE YEAR. 290494 0 0 0 1 0 0 0 0 0 0 0 0 0 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 1 5 0 3 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 NY X C WILEY 5189630593 PO BOX 3242 ALBANY NY 12203 ALEXANDER FISCHER DIRECTOR 1.00 X 0 0 0 BRIAN GARIS DIRECTOR 1.00 X 0 0 0 DARRELL LLOYD DIRECTOR 1.00 X 0 0 0 DAVID FIFER DIRECTOR 1.00 X 0 0 0 JACKI FELLIN DIRECTOR 1.00 X 0 0 0 JEFF PINARD PRESIDENT 1.00 X X 0 0 0 ELIZABETH CHENEY DIRECTOR 1.00 X 0 0 0 MIKE PULVER VICE PRESIDENT 1.00 X X 0 0 0 RICH JORDAN DIRECTOR 1.00 X 0 0 0 SHERRI ECKLES TREASURER 1.00 X X 0 0 0 JACKI GORALCZYK SECRETARY 1.00 X X 0 0 0 WILLIAM KENNEDY DIRECTOR 1.00 X 0 0 0 KELLY MACDONALD DIRECTOR 1.00 X 0 0 0 DUNCAN MACKENZIE DIRECTOR 1.00 X 0 0 0 SCOTT MILNER DIRECTOR 1.00 X 0 0 0 CHIP NOLAND DIRECTOR 1.00 X 0 0 0 GARY BAUMAN DIRECTOR 1.00 X 0 0 0 JEFF BARRINGER LEGAL COUNSEL 1.00 X 0 0 0 0 0 0 0 0 0 0 0 100902 100902 CONVENTION REGISTRATIO 611430 73470 73470 SPONSORSHIPS 611430 20000 20000 OTHER REVENUE-SPONSORS 611430 8250 8250 ADVOCARY 611430 4065 4065 GOLF 611430 2657 2657 269 90 179 108711 209613 108532 179 0 97929 97929 8267 8267 4540 4540 64230 64230 118 118 71265 71265 1685 1685 DUES AND SUBSCRIPTIONS 20928 20928 OFFICE SUPPLIES 6021 6021 WEBSITE 5925 5925 CHARITABLE CONTRIBUTION 2735 2735 6851 6851 290494 290494 0 0 136723 83814 20000 0 0 0 0 0 700 156723 84514 40210 48881 40210 48881 X 116513 35633 116513 35633 156723 84514 -80881 0 X 0 0 0 0 0 0 60000 60000 60000 SCHEDULE C, PART III-B, LINE 2A DURING THE 2024 TAX YEAR, THE ORGANIZATION ENGAGED BROWN & WEINTRAUB TO PROVIDE DIRECT LOBBYING SERVICES ON OUR BEHALF. THESE SERVICES INCLUDED: (1) COMMUNICATING WITH LEGISLATORS REGARDING BILLS WE SUPPORT OR OPPOSE, (2) PROVIDING WEEKLY UPDATES ON LEGISLATIVE DEVELOPMENTS DURING THE LEGISLATIVE SESSION, (3) OFFERING OPINION AND GUIDANCE ON BILLS, AND (4) PARTICIPATING AS A PANELIST TO PRESENT LEGISLATIVE UPDATES AT OUR ANNUAL ADVOCACY CONFERENCE AND ANNUAL CONVENTION. THE TOTAL PAYMENTS FOR THESE SERVICES IN 2024 WERE $60,000, ALL OF WHICH ARE REPORTED AS NONDEDUCTIBLE LOBBYING EXPENDITURES UNDER IRC SECTION 162(E). 972 972 0 0 DEFERRED MEMBERSHIP DUES 43080 PAYROLL TAXES 1425 NET PAYROLL 2499 CREDIT CARDS 1877 48881 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS FOUR CLASSES OF MEMBERS-REGULAR MEMBERS, ASSOCIATE MEMBERS, LIMITED MEMBERS AND INDIVIDUAL MEMBERS. THE MAJORITY OF MEMBERS HAVE VOTING POWERS AND ONLY REGULAR MEMBERS HAVE THE RIGHT TO HOLD OFFICE. THERE IS NO PROVISION IN THE GOVERNING DOCUMENTS FOR MEMBERS TO RECEIVE DISTRIBUTIONS OR INCOME FROM THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A ANNUALLY THE EXECUTIVE BOARD ACTS AS THE NOMINATING COMMITTEE, WHICH IS COMPRIMSED OF 5 MEMBERS, WHO ARE IN GOOD STANDING WITH THE ASSOCIATION. THE NOMINATING COMMITTEE PREPARES A LISTING OF CANDIDATES AND PRESENTS IT TO THE BOARD FOR APPROVAL. ALL MEMBERS IN GOOD STANDING THEN VOTE FOR THE CANDIDATES AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATION HOLDS ONE IN PERSON MEETING A YEAR. ALL REGULAR MEMBERS, ASSOCIATE MEMBERS, LIMITED MEMBERS AND INDIVIDUAL MEMBERS ARE ABLE TO ATTEND. ALL QUESTIONS BEFORE MEETINGS OF MEMBERS SHALL BE DECIDED BY A MAJORITY OF THE MEMBERS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA FIRM PREPARES THE FORM 990. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.