Nonprofit · EIN 59-1029259
MORTGAGE BANKERS ASSOCIATION OF FLORIDA
Tax-exempt · MEMPHIS, TN 38120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $30,680 | $129,708 | -$99,028 | $20,227 | $23,200 | -$2,973 |
| June 30, 2024 | 990-EZ | $180,625 | $159,240 | $21,385 | $111,305 | $15,250 | $96,055 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Membership dues
- $17,900
- Program service revenue
- $12,779
- Investment income
- $1
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $36,100
- Printing, publications and postage
- $71
- Other expenses
- $93,537
Balance sheet and other
- Total assets, start of year
- $111,305
- Total assets, end of year
- $20,227
- Total liabilities, end of year
- $23,200
- Net assets, end of year
- -$2,973
- Cash, savings and investments
- $20,227
- Gross receipts
- $30,680
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Yvette Clermont CMB AMP | Past President | 2 | $0 |
| Sherry Wenrich | President | 2 | $0 |
| Robert Villalon | President Elect | 2 | $0 |
| Timothy Bazell | Vice President | 2 | $0 |
| Bob Niemi CMB | Secretary/Treas | 2 | $0 |
| Caitlin Guerra | Executive Dir. | 55 | $0 |
| Roy George | 2Vice President | 0 | $0 |
| Eric Prutsman | Legislative Rep | 2 | $0 |
| Christie Buff AMP | Director | 0 | $0 |
| Dylan Rodriguez | Director | 0 | $0 |
| Nate Morris | Director | 0 | $0 |
| Shaun Williams CMB | Director | 0 | $0 |
| Suha Zehl | Director | 0 | $0 |
| Dustin Owen CMB | Director | 0 | $0 |
| Dawn Henshaw | Director | 0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michelle Mendez | Director | 0 | $0 |
| Margie Fletcher | Dir Emeritus | 0 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Yvette Clermont CMB AMP | President | 2 | $0 |
| Sherry Wenrich | PRESIDENT ELECT | 2 | $0 |
| Robert Villalon | Vice President | 2 | $0 |
| Timothy Bazell | Treasurer | 2 | $0 |
| Bob Niemi CMB | 2Vice President | 2 | $0 |
| Caitlin Guerra | Executive Dir. | 55 | $0 |
| Doug Leever | Past President | 2 | $0 |
| Eric Prutsman | Legislative Rep | 2 | $0 |
| Christie Buff AMP | Director | 0 | $0 |
| Dylan Rodriguez | Director | 0 | $0 |
| Sandy Garcia | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1661 AARON BRENNER DR STE 201, MEMPHIS, TN 38120-1466
- In care of
- % SUZANNE MCCARTY
- Signed the 990-EZ
- Robert Niemi, Treasurer
- Phone
- (407) 855-6155
- Website
- www.mbaf.org
- Return prepared by
- Freedomtax Accounting & Multiservices
Mission
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.
Program accomplishments
- 1. Planned and executed a successful Fall LO Summit with plans to hold a second in the Spring of 2025.2. Held the state's Secondary Conference and Annual Convention in June in Sarasota, FL.3. Continue to have a strong voice for mortgage industry with our lobbyist, Eric Prutsman.4. Created and planning the first annual Phoenix Awards Gala to celebrate the MBA of Florida's top producers.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 59-1029259
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1959
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $20,227
- Income (IRS master file)
- $30,680
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $30,680 | $129,708 | $20,227 | IRS |
| 990-EZ | June 2024 | $180,625 | $159,240 | $111,305 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 59-1029259).
Questions about MORTGAGE BANKERS ASSOCIATION OF FLORIDA
- What is the EIN of MORTGAGE BANKERS ASSOCIATION OF FLORIDA?
- The employer identification number (EIN) of MORTGAGE BANKERS ASSOCIATION OF FLORIDA is 59-1029259.
- Is MORTGAGE BANKERS ASSOCIATION OF FLORIDA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1959.
- Are donations to MORTGAGE BANKERS ASSOCIATION OF FLORIDA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MORTGAGE BANKERS ASSOCIATION OF FLORIDA file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of MORTGAGE BANKERS ASSOCIATION OF FLORIDA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MORTGAGE BANKERS ASSOCIATION OF FLORIDA last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of MORTGAGE BANKERS ASSOCIATION OF FLORIDA?
- The 990-EZ for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does MORTGAGE BANKERS ASSOCIATION OF FLORIDA have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $30,680, expenses of $129,708 and total assets of $20,227 at year end.
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