Nonprofit · EIN 36-1505650
MORTGAGE BANKERS ASSOCIATION OF AMERICA
Tax-exempt · WASHINGTON, DC 20036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $61,785,785 | $63,280,987 | -$1,495,202 | $178,379,827 | $54,025,123 | $124,354,704 |
| September 30, 2024 | 990 | $59,651,769 | $61,957,282 | -$2,305,513 | $174,097,655 | $51,520,447 | $122,577,208 |
| September 30, 2023 | 990 | $68,643,483 | $64,533,754 | $4,109,729 | $167,149,281 | $54,562,124 | $112,587,157 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $82,915
- Program service revenue
- $55,864,790
- Investment income
- $5,226,618
- Royalties
- $611,462
- Net gain from sales of assets
- $450,808
- Other revenue
- $611,462
Expenses
- Grants and similar amounts paid
- $350,876
- Compensation of officers, directors and key employees
- $7,465,486
- Other salaries and wages
- $23,872,856
- Salaries, compensation and benefits (total)
- $38,403,416
- Professional fundraising fees
- $0
- Legal fees
- $247,404
- Accounting fees
- $110,144
- Occupancy
- $1,677,225
- Travel
- $1,542,983
- Depreciation
- $1,352,802
Balance sheet and other
- Total assets, start of year
- $174,097,655
- Total assets, end of year
- $178,379,827
- Total liabilities, end of year
- $54,025,123
- Net assets, end of year
- $124,354,704
- Land, buildings and equipment
- $4,027,857
- Publicly traded securities
- $137,769,109
- Net assets without donor restrictions
- $124,190,305
- Net assets with donor restrictions
- $164,399
- Gross unrelated business income
- $691,121
- Gross receipts
- $91,193,605
- Employees
- 176
- Volunteers
- 2,000
- Year formed
- 1914
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT D BROEKSMIT | PRESIDENT & CEO Officer | 34.7 | $1,979,633 | $61,779 |
| MARCIA M DAVIES | SVP AND CHIEF OPERATING OFFICER Key employee | 34.7 | $876,483 | $51,787 |
| GORDON R MILLS | SVP, RESIDENTIAL POLICY & STRATEGIC INDUSTRY ENGAG Key employee | 35 | $660,638 | $52,391 |
| WILLIAM P KILLMER | SVP, LEGISLATIVE & POLITICAL AFFAIRS Key employee | 35 | $634,496 | $52,667 |
| MICHAEL P FLOOD | SVP, COMM. & MULTIFAMILY (UNTIL 9/24) Key employee | 35 | $586,919 | $41,825 |
| PETER J GRACE | SVP, MEMBERSHIP, ED., TECH, & STRATEGY Key employee | 35 | $468,914 | $58,557 |
| MICHAEL C FRATANTONI | CHIEF ECONOMIST & SVP, RESEARCH & INDUSTRY TECH. Key employee | 32.5 | $496,875 | $21,715 |
| MICHAEL W BRIGGS | SVP, GENERAL COUNSEL Officer | 32.7 | $397,060 | $39,552 |
| STEPHEN O'CONNOR | SVP, AFFORDABLE HOUSING (UNTIL 9/24) Key employee | 35 | $368,207 | $54,161 |
| LISA J HAYNES | SVP, CFO & DIV. OFF. (UNTIL 09/2024) Officer | 33.7 | $371,405 | $43,830 |
| ELAINE HOWARD HARRINGTON | VP, MEETINGS Highest-paid employee | 35 | $336,831 | $60,415 |
| JAMES WOODWELL | VP, COMMERCIAL REAL ESTATE, RESEARCH Highest-paid employee | 35 | $342,333 | $46,066 |
| JOHN MECHEM | VP, PUBLIC AFFAIRS Highest-paid employee | 35 | $318,377 | $63,131 |
| FREDDY FELIZ | CIO & VP, INFORMATION TECHNOLOGY Highest-paid employee | 35 | $318,025 | $35,494 |
| MARINA WALSH | VP, INDUSTRY ANALYSIS Highest-paid employee | 35 | $321,325 | $21,145 |
52 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ASTRID D VERMEER | SVP & CHIEF FINANCIAL OFFICER Officer | 33.7 | $113,060 | $7,905 |
| LAURA ESCOBAR | CHAIR Trustee or director, Officer | 4 | $13,265 | $0 |
| CHRISTINE R CHANDLER | CHAIR-ELECT Trustee or director, Officer | 7 | $8,864 | $0 |
| OWEN V LEE | VICE-CHAIR Trustee or director, Officer | 4 | $3,499 | $0 |
| DANIEL SUGG | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEBRA STILL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SUSAN STEWART | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID SMITH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| HILLARY PROVINSE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ROBERT SLATT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KEVIN REEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| EDUARDO PEREZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JEFFREY TAYLOR | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JAMES SIAS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| NANCY WEISSGOLD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| J DAVID MOTLEY | BOARD MEMBER (UNTIL 10/2024) Trustee or director | 0.5 | $0 | $0 |
| JEFF FRIEDMAN | BOARD MEMBER (UNTIL 10/2024) Trustee or director | 0.5 | $0 | $0 |
| ERIC GATES | BOARD MEMBER (UNTIL 12/2024) Trustee or director | 0.5 | $0 | $0 |
| NINA GHAMSARI | BOARD MEMBER (UNTIL 10/2024) Trustee or director | 0.5 | $0 | $0 |
| JOHN HEDLUND | BOARD MEMBER (UNTIL 10/2024) Trustee or director | 0.5 | $0 | $0 |
| SUSANNE LIVINGSTON | BOARD MEMBER (UNTIL 10/2024) Trustee or director | 0.5 | $0 | $0 |
| GENE LUGAT | BOARD MEMBER (UNTIL 10/2024) Trustee or director | 0.5 | $0 | $0 |
| PETER NORDEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEVEN PAISANCE | BOARD MEMBER (UNTIL 03/2025) Trustee or director | 0.5 | $0 | $0 |
| CHRISTINE C RHEA | BOARD MEMBER (UNTIL 11/2024) Trustee or director | 0.5 | $0 | $0 |
| MICHAEL TANNER | BOARD MEMBER (UNTIL 10/2024) Trustee or director | 0.5 | $0 | $0 |
| PATRICK CAREY | BOARD MEMBER (UNTIL 10/2024) Trustee or director | 0.5 | $0 | $0 |
| WILLIAM NELSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ROHIT GUPTA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JEFFREY MAJEWSKI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARK JONES | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BILL BANFIELD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID BATTANY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TIM BOWLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JAY BRAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID BRICKMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JACK COHEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KATE DEKAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PAT DODD | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| QUENTIN FOGAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID GANSBERG | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JACK GAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHRISTOPHER M GEORGE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SEAN GRZEBIN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JEFF WEIDELL | BOARD MEMBER (UNTIL 10/2024) Trustee or director | 0.5 | $0 | $0 |
| BRIAN HANSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MICHAEL INNIS-THOMPSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEBORAH JONES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TAWN KELLEY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KAREN KREUTZIGER-POWELL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GREG MICHAUD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| THOMAS L WIND | BOARD MEMBER (10/2024) Trustee or director | 0.5 | $0 | $0 |
990 for the year ended September 30, 2024: 55 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT D BROEKSMIT | PRESIDENT & CEO Officer | 34.7 | $2,009,201 | $207,413 |
| MARCIA M DAVIES | CHIEF OPERATING OFFICER Key employee | 34.7 | $899,080 | $56,366 |
| GORDON R MILLS | SVP, RES. POLICY & MEMBER ENGAGEMENT Key employee | 35 | $644,117 | $65,524 |
| WILLIAM P KILLMER | SVP, LEGISLATIVE & POLITIC Key employee | 35 | $615,968 | $57,770 |
| MICHAEL P FLOOD | SVP, CREF & MULTIFAMILY Key employee | 35 | $496,550 | $65,524 |
| PETER J GRACE | CIO/SVP, STRATEGY & MEMBER Key employee | 35 | $458,050 | $65,524 |
| MICHAEL C FRATANONI | CHIEF ECON./SVP OF RESR. & Key employee | 32.5 | $486,424 | $23,843 |
| LISA J HAYNES | SVP, CFO & CHIEF DIV. & IN Officer | 33.7 | $439,618 | $57,651 |
| STEPHEN O'CONNOR | SVP, AFFORDABLE HOUSING INITIATIVES Key employee | 35 | $429,164 | $64,870 |
| MICHAEL W BRIGGS | SVP & GENERAL COUNSEL Officer | 32.7 | $396,068 | $38,642 |
| ELAINE HOWARD | VP, MEETINGS Highest-paid employee | 35 | $338,798 | $64,914 |
| JOHN MECHEM | VP, PUBLIC AFFAIRS Highest-paid employee | 35 | $320,573 | $67,557 |
| JAMES WOODWELL | VP, COMMERCIAL REAL ESTATE Highest-paid employee | 35 | $333,066 | $50,420 |
| JUSTIN WISEMAN | VP, REGULATORY AFFAIRS Highest-paid employee | 35 | $313,546 | $60,741 |
| TERESSA LURK | VP, MARKETING & DESIGN Highest-paid employee | 35 | $303,198 | $55,670 |
| LAURA ESCOBAR | CHAIR-ELECT Trustee or director, Officer | 4 | $15,376 | $0 |
| CHRISTINE R CHANDLER | VICE CHAIR Trustee or director, Officer | 4 | $4,109 | $0 |
| MARK JONES | CHAIR Trustee or director, Officer | 4 | $2,796 | $0 |
| MATTHEW G ROCCO SR | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAVID BATTANY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BILL BANFIELD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JAY BRAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID BRICKMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PATRICK CAREY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KATE DEKAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PAT DODD | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| QUENTIN FOGAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JEFF FRIEDMAN | BOARD MEMBER Trustee or director | 4 | $0 | $0 |
| DAVID GANSBERG | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ERIC GATES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JACK GAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHRISTOPHER M GEORGE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| NIMA GHAMSARI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SEAN GRZEBIN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ROHIT GUPTA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BRIAN HANSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JOHN HEDLUND | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TAWN KELLEY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| OWEN LEE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SUSANNE LIVINGSTON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GENE LUGAT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JEFFREY MAJEWSKI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GREG MICHAUD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| J DAVID MOTLEY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PETER NORDEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARK O'DONOVAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| EDDY PEREZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEVEN PLAISANCE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHRISTINE C RHEA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JAMES SIAS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEBRA W STILL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MICHAEL S TANNER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JEFFREY TAYLOR | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JEFF WEIDELL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| THOMAS L WIND | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
990 for the year ended September 30, 2023: 55 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROBERT D BROEKSMIT | PRESIDENT & CEO Officer | 34.7 | $2,039,610 | $314,059 |
| MARCIA M DAVIES | CHIEF OPERATING OFFICER Key employee | 34.7 | $980,257 | $53,438 |
| GORDON R MILLS | SVP, RES. POLICY & MEMBER ENGAGEMENT Key employee | 35 | $658,649 | $59,366 |
| WILLIAM P KILLMER | SVP, LEGISLATIVE & POLITICAL AFFAIRS Key employee | 35 | $613,770 | $54,187 |
| MICHAEL P FLOOD | SVP, CREF & MULTIFAMILY Key employee | 35 | $493,957 | $62,246 |
| MICHAEL C FRATANONI | CHIEF ECON./SVP OF RESR. & IND. TECH Key employee | 33 | $468,058 | $59,957 |
| PETER J GRACE | CIO/SVP, STRATEGY & MEMBER SERVICES Key employee | 35 | $452,856 | $59,366 |
| STEPHEN O'CONNOR | SVP, AFFORDABLE HOUSING INITIATIVES Key employee | 35 | $432,040 | $59,366 |
| LISA J HAYNES | SVP, CFO & CHIEF DIV. & INCLUSION OFFICER Officer | 32.7 | $414,292 | $56,810 |
| MICHAEL W BRIGGS | SVP & GENERAL COUNSEL Officer | 32.7 | $389,428 | $43,832 |
| ELAINE HOWARD | VP, MEETINGS Highest-paid employee | 35 | $327,491 | $62,216 |
| JOHN MECHEM | VP, PUBLIC AFFAIRS Highest-paid employee | 35 | $303,316 | $63,537 |
| JAMES WOODWELL | VP, COMMERCIAL REAL ESTATE RES. Highest-paid employee | 35 | $324,368 | $41,078 |
| TAMARA KING | VP OF STRATEGIC INDUSTRY ENGAGEMENT Highest-paid employee | 35 | $291,398 | $45,321 |
| JEFFREY SCHUMMER | VP, EDUCATION Highest-paid employee | 35 | $245,442 | $50,758 |
| MATTHEW G ROCCO SR | CHAIR Trustee or director, Officer | 4 | $12,566 | $0 |
| KRISTY FERCHO | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $6,892 | $0 |
| MARK JONES | CHAIR-ELECT Trustee or director, Officer | 7 | $3,670 | $0 |
| LAURA ESCOBAR | VICE-CHAIR Trustee or director, Officer | 4 | $1,623 | $0 |
| SUSAN T STEWART | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAVID BRICKMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PATRICK CAREY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHRISTINE R CHANDLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JEFF FRIEDMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ERIC GATES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JACK GAY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHRISTOPHER M GEORGE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| NIMA GHAMSARI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ROHIT GUPTA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BRIAN HANSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JOHN HEDLUND | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| TAWN KELLEY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| OWEN V LEE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| WILLIAM LOWMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| SONYA LUECHAUER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GENE LUGAT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JEFFREY MAJEWSKI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARY ANN MCGARRY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GREG MICHAUD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STANLEY C MIDDLEMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| J DAVID MOTLEY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PETER NORDEN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| WILLIAM NEWMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARK O'DONOVAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| EDDY PEREZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KURT PFOTENHAUER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEVEN PLAISANCE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| CHRISTINE C RHEA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID SPECTOR | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DEBRA W STILL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MICHAEL S TANNER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JOE TYRRELL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JIM WEHMANN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JEFF WEIDELL | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| THOMAS L WIND | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1919 M STREET NW 5TH FL, WASHINGTON, DC 20036-3572
- Principal officer (990 for 2024)
- ROBERT D BROEKSMIT, 1919 M STREET NW 5TH FL, WASHINGTON, DC 20036
- Signed the 990
- ALEXANDRA BRINTON, VP, CHIEF FINANCIAL OFFICER
- Phone
- (202) 557-2700
- Website
- WWW.MBA.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE MORTGAGE BANKERS ASSOCIATION (MBA) IS THE NATIONAL ASSOCIATION REPRESENTING THE REAL ESTATE FINANCE INDUSTRY, AN INDUSTRY THAT EMPLOYS MORE THAN 280,000 PEOPLE IN VIRTUALLY EVERY COMMUNITY IN THE COUNTRY. HEADQUARTERED IN WASHINGTON, D.C., MBA INVESTS IN COMMUNITIES
Program accomplishments
- MEETINGSTHROUGHOUT FISCAL YEAR 2025, ENDING SEPTEMBER 30, 2025, MBA HOSTED 15 CONFERENCES SERVING MORE THAN 12,990 ATTENDEES. THESE MEETINGS ADVANCED MBA'S EXEMPT PURPOSE BY PROVIDING EDUCATION, PROFESSIONAL DEVELOPMENT, AND INDUSTRY INFORMATION TO REAL ESTATE FINANCE PROFESSIONALS ON ISSUES AFFECTING THE RESIDENTIAL, COMMERCIAL, AND MULTIFAMILY MORTGAGE MARKETS. PROGRAM TOPICS INCLUDED ECONOMIC CONDITIONS, MARKET TRENDS, TECHNOLOGICAL INNOVATION, LEGISLATIVE AND REGULATORY POLICY DEVELOPMENTS, RISK MANAGEMENT, SERVICING, OPERATIONS, COMPLIANCE, ACCOUNTING AND FINANCIAL MANAGEMENT.ACROSS THE CONFERENCE PORTFOLIO, MBA OFFERED 288 EDUCATIONAL SESSIONS FEATURING 1,035 SPEAKERS. THE MEETINGS ALSO PROVIDED STRUCTURED OPPORTUNITIES FOR MEMBERS AND INDUSTRY PARTICIPANTS TO EXCHANGE INFORMATION, ENGAGE WITH PROFESSIONAL PEERS, LEARN ABOUT INDUSTRY PRODUCTS AND SERVICES, AND EARN CONTINUING EDUCATION CREDIT. THE CONFERENCES INCLUDED PARTICIPATION FROM 327 SPONSORS AND 201 EXHIBITORS.MBA'S MEETING PORTFOLIO INCLUDED TWO LARGE CONVENTIONS: THE ANNUAL CONVENTION AND EXPO, HELD IN OCTOBER 2024 WITH 3,677 ATTENDEES, AND THE COMMERCIAL/MULTIFAMILY HOUSING CONVENTION & EXPO, HELD IN FEBRUARY 2025 WITH 2,078 ATTENDEES. MBA ALSO HOSTED THE SERVICING SOLUTIONS CONFERENCE AND EXPO, WHICH INCLUDED AN EXHIBIT HALL, AS WELL AS 12 SPECIALIZED CONFERENCES FOCUSED ON KEY INDUSTRY SEGMENTS, INCLUDING INDEPENDENT MORTGAGE BANKING, LEGAL ISSUES, REGULATORY COMPLIANCE, RISK MANAGEMENT, COMMERCIAL SERVICING, TECHNOLOGY SOLUTIONS, AND ACCOUNTING AND FINANCIAL MANAGEMENT.MBA'S FY2025 PROGRAMS ALSO SUPPORTED CONTINUING EDUCATION FOR ATTENDEES. MBA ISSUED APPROXIMATELY 545 CONTINUING LEGAL EDUCATION CERTIFICATES ACROSS VARIOUS STATES, WITH ADDITIONAL ATTENDEES SELF-SUBMITTING CREDIT BASED ON THEIR PARTICIPATION. MBA ALSO ISSUED 216 CPE CERTIFICATES THROUGH ITS AFFILIATION WITH THE NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY AND 48 SOCIETY FOR HUMAN RESOURCE MANAGEMENT CONTINUING EDUCATION CREDITS, FOR A TOTAL OF 809 CONTINUING EDUCATION CERTIFICATES OR CREDITS RELATED TO MBA PROGRAMS.DURING A YEAR MARKED BY ELEVATED INTEREST RATES, MARKET UNCERTAINTY, AND CONTINUED REGULATORY AND TECHNOLOGICAL CHANGE, MBA'S MEETINGS PROVIDED TIMELY EDUCATION AND FORUMS FOR INDUSTRY PROFESSIONALS TO ADDRESS BUSINESS, POLICY, AND OPERATIONAL CHALLENGES AFFECTING REAL ESTATE FINANCE.
- MEMBERSHIP MBA'S MEMBERSHIP INCLUDES BUSINESSES FROM ALL SEGMENTS OF THE REAL ESTATE FINANCE INDUSTRY. WE ENDED 2025 WITH ALMOST 2,100 TOTAL MEMBERS. EDUCATIONMBA EDUCATION PROVIDED TRAINING AND DEVELOPMENT TO OVER 70,000 REAL ESTATE PROFESSIONALS REPRESENTING SINGLE-FAMILY AND COMMERCIAL/MULTIFAMILY LENDING DURING THE FISCAL YEAR ENDING SEPTEMBER 30, 2025. TRAINING IS PROVIDED THROUGH A MIX OF DELIVERY FORMATS INCLUDING CLASSROOM-BASED COURSES, INSTRUCTOR-GUIDED ONLINE COURSES, CERTIFICATION AND DESIGNATION PROGRAMS, WEBINARS, AND WEB-BASED SELF-STUDY COURSES. ACROSS MBA EDUCATION'S LIVE PROGRAMMING AND SELF-PACED OFFERINGS, THE DEPARTMENT OFFERS NEARLY 450 TRAINING PROGRAMS COVERING ALL FACETS OF THE INDUSTRY. OUR 3-COURSE FLAGSHIP PROGRAM, THE SCHOOL OF MORTGAGE BANKING, COMBINED TO TRAIN NEARLY 1,100 STUDENTS. SUCCESSFUL COMPLETION OF THE THREE COURSES RESULTS IN STUDENTS BEING AWARDED THE ACCREDITED MORTGAGE PROFESSIONAL (AMP) CERTIFICATION. MBA EDUCATION'S CERTIFICATION AND DESIGNATION PROGRAMS CONTINUED TO BE A SIGNIFICANT BENEFIT TO INDUSTRY PROFESSIONALS. DURING THE FISCAL YEAR, NEARLY ONE THOUSAND INDIVIDUALS ENROLLED IN ONE OF MBA EDUCATION'S SEVEN CERTIFICATION AND DESIGNATION PROGRAMS, INCLUDING SIXTY IN THE PRESTIGIOUS CERTIFIED MORTGAGE BANKER (CMB) DESIGNATION.
- ADVOCACY FOR MEMBERS AND THE INDUSTRYMBA CONTINUES TO BE THE LEADING ADVOCATE FOR THE ENTIRE REAL ESTATE FINANCE INDUSTRY BOTH IN WASHINGTON, D.C. AND IN STATE CAPITALS. IN FISCAL YEAR 2025, THE ASSOCIATION PROVIDED THOUGHT LEADERSHIP ON A VARIETY OF PUBLIC POLICY ISSUES, INCLUDING PATHWAYS TO CREATING AFFORDABLE RENTAL AND HOMEOWNERSHIP OPPORTUNITIES, REFORMING THE SECONDARY MORTGAGE MARKET, RATIONALIZING RISK-BASED CAPITAL STANDARDS, IMPROVING THE HOMEBUYING EXPERIENCE FOR BORROWERS, TAX POLICIES IMPACTING REAL ESTATE FINANCE, AND OTHER LEGISLATIVE, REGULATORY, AND SUPERVISORY ISSUES.OUR FEDERAL LEGISLATIVE ACCOMPLISHMENTS INCLUDED PROVIDING TESTIMONY AND STATEMENTS FOR THE RECORD BEFORE KEY CONGRESSIONAL COMMITTEES AND SUPPORT FOR THE ENACTMENT OF SEVERAL INDUSTRY PRIORITIES (BOTH RESIDENTIAL AND COMMERCIAL/MULTIFAMILY), INCLUDING THOSE RELATED TO AFFORDABLE HOUSING AND AFFORDABLE RENTAL HOUSING, VA HOME LOAN PROGRAM REFORMS, FUNDING FOR CRITICAL HUD INFORMATION TECHNOLOGY INFRASTRUCTURE, EXTENDING THE NATIONAL FLOOD INSURANCE PROGRAM, AND MORTGAGE CREDIT "TRIGGER LEADS" LEGISLATION. THROUGH REGULAR MEETINGS WITH FEDERAL LEGISLATORS AND CONGRESSIONAL STAFF OUR LEGISLATIVE AFFAIRS TEAM PROVIDED EDUCATION AND ADVOCACY ON A WIDE VARIETY OF OTHER REAL ESTATE FINANCE ISSUES AFFECTING SINGLE FAMILY, MULTIFAMILY AND COMMERCIAL (E.G., TAX POLICY, REGULATORY CLARITY, GOVERNMENT HOUSING PROGRAMS, MINIMUM FEDERAL REMOTE ONLINE NOTARIZATION STANDARDS, DATA PRIVACY, FALSE CLAIMS ACT, ETC.). MBA'S MORTGAGE ACTION ALLIANCE REGISTERED OVER 70,000 PARTICIPANTS TO CONDUCT CONSTITUENT ENGAGEMENT.REGARDING REGULATORY ACHIEVEMENTS IN THE RESIDENTIAL REAL ESTATE FINANCE SECTOR, MBA SUBMITTED COMMENT LETTERS AND PROVIDED GUIDANCE AND SUBSTANTIVE RECOMMENDATIONS THROUGHOUT THE YEAR TO REGULATORY AGENCIES, INCLUDING HUD, VA, USDA, TREASURY, CFPB, FHFA, SEC, OCC, FDIC, AND THE FEDERAL RESERVE. THESE RECOMMENDATIONS COVERED A WIDE-RANGING SET OF MORTGAGE FINANCE ISSUES, INCLUDING ORIGINATION AND SERVICING GUIDELINES, SECONDARY MARKET STRUCTURE, TAX AND ACCOUNTING REQUIREMENTS, CAPITAL AND LIQUIDITY REQUIREMENTS, CONSUMER PROTECTION REGULATIONS, AND DATA SECURITY/PRIVACY, AND THE USE OF ARTIFICIAL INTELLIGENCE IN LENDING AND SERVICING. THE ASSOCIATION ALSO FILED AMICUS BRIEFS IN NUMEROUS CASES SUPPORTING THE INDUSTRY IN DISPUTES OVER IMPORTANT LEGAL ISSUES.MBA'S REGULATORY WORK IN FISCAL YEAR 2025 SUPPORTED OUR MEMBERS' COMMERCIAL AND MULTIFAMILY REAL ESTATE FINANCE INTERESTS BY SUPPORTING THE OBJECTIVE OF FACILITATING LIQUIDITY AND CAPITAL AVAILABILITY FOR THE INDUSTRY. MBA PROVIDED DATA, INFORMATION, AND RECOMMENDATIONS ON ISSUES AFFECTING THE COMMERCIAL REAL ESTATE FINANCE INDUSTRY TO THE ADMINISTRATION AND REGULATORY AGENCIES, INCLUDING THE CFPB, FDIC, THE FEDERAL RESERVE, FHFA, HUD, THE WHITE HOUSE AND TREASURY. ISSUES INCLUDED: AFFORDABLE RENTAL HOUSING, LOW-INCOME HOUSING TAX CREDITS, CONTINUED CAPITAL, FLOOD INSURANCE REGULATIONS, LIFE COMPANY RISK-BASED CAPITAL STANDARDS, GSE CAPITAL AND REGULATORY POLICY, AND FHA ISSUES IMPACTING MULTIFAMILY AND RESIDENTIAL HEALTHCARE FINANCE. AT THE STATE LEVEL, WE WORKED WITH NUMEROUS STATE MORTGAGE BANKING ASSOCIATIONS AND OTHER PARTNERS ON A WIDE VARIETY OF HOUSING, LICENSING, AND REAL ESTATE FINANCE ISSUES BY PROVIDING DATA AND POLICY ANALYSIS TO SUPPORT THEIR EFFORTS. IN THE COMMERCIAL AND MULTIFAMILY FINANCE SPACE, WE WORKED WITH OUR STATE AND LOCAL CHAPTERS TO COMBAT RENT CONTROL EFFORTS AND INSTEAD ADVOCATE FOR COMMON SENSE SOLUTIONS TO HELP RENTERS, OWNERS, AND LENDERS. ADDITIONAL EFFORTS FOCUSED ON STATE LAWS AND REGULATIONS RELATED TO THE TAXATION OF MEZZANINE DEBT, RENTAL HOUSING SUBSIDIES AND OFFICE CONVERSION TAX CREDITS, DATA PRIVACY/SECURITY, AND MORTGAGE SERVICER CAPITAL AND LIQUIDITY REQUIREMENTS.AS THE VOICE OF THE REAL ESTATE INDUSTRY IN WASHINGTON, D.C. AND THROUGHOUT THE NATION, MBA PROVIDES NUMEROUS BUSINESS SEGMENT FORUMS FOR INDUSTRY PROFESSIONALS TO MEET AND DISCUSS ISSUES UNIQUE TO THEIR SECTOR OF THE REAL ESTATE FINANCE MARKET. MBA IS ALSO PROUD TO HOST AND SUPPORT DIVERSITY AND INCLUSION INITIATIVES, YOUNG PROFESSIONALS' GROUPS, AND AFFORDABLE HOMEOWNERSHIP COALITIONS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 36-1505650
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1942
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99)
- Assets (IRS master file)
- $178,379,827
- Income (IRS master file)
- $91,193,605
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $61,785,785 | $63,280,987 | $178,379,827 | XML |
| 990 | September 2024 | $59,651,769 | $61,957,282 | $174,097,655 | XML |
| 990 | September 2023 | $68,643,483 | $64,533,754 | $167,149,281 | XML |
| 990 | September 2022 | $73,245,539 | $61,871,505 | $142,430,652 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-1505650).
Questions about MORTGAGE BANKERS ASSOCIATION OF AMERICA
- What is the EIN of MORTGAGE BANKERS ASSOCIATION OF AMERICA?
- The employer identification number (EIN) of MORTGAGE BANKERS ASSOCIATION OF AMERICA is 36-1505650.
- Is MORTGAGE BANKERS ASSOCIATION OF AMERICA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1942.
- Are donations to MORTGAGE BANKERS ASSOCIATION OF AMERICA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MORTGAGE BANKERS ASSOCIATION OF AMERICA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MORTGAGE BANKERS ASSOCIATION OF AMERICA due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORTGAGE BANKERS ASSOCIATION OF AMERICA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MORTGAGE BANKERS ASSOCIATION OF AMERICA?
- The 990 for the year ended September 30, 2025 names ROBERT D BROEKSMIT.
- Who are the officers and directors of MORTGAGE BANKERS ASSOCIATION OF AMERICA?
- The 990 for the year ended September 30, 2025 lists 67 people; 19 received compensation from the organization, the highest $1,979,633 (ROBERT D BROEKSMIT, PRESIDENT & CEO).
- How much revenue does MORTGAGE BANKERS ASSOCIATION OF AMERICA have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $61,785,785, expenses of $63,280,987 and total assets of $178,379,827 at year end.
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